PASS IT ON
2940 Tuscaloosa Ln
Lexington KY 40515
Contact Information
Nonprofit PASS IT ON
Address 2940 Tuscaloosa Ln
Lexington, KY 40515
Phone (859) 5595594
Contact Name Kimberly Boyd
At A Glance
IRS Ruling Year 2016
Other ways to donate, support, or volunteer

KROGER REWARDS – Sign up for free Community Rewards and Kroger will donate a percentage of your Kroger purchase amount. Organization # 93336

AMAZON SMILE – Sign up for free and Amazon will donate a percentage of your purchase amount to Pass It On Inc. (Lexington, KY)

PAYPAL/CREDIT CARD – Easiest way to send money from a credit card or bank account.

CHECK/MONEY ORDER – Please make checks out to “Pass It On Inc.” and mail to: 2940 Tuscaloosa Ln, Lexington, KY 40515.

CASH - Please do not send cash in the mail. All cash donations can be arranged for local Lexington, KY pick-up by calling (859)559-5594.

IN-KIND – Pass It On accepts a variety of product donations of personal care items, baby items, office supplies, and coupons for our programs and services. To arrange pick up or drop off, please call (859)559-5594. View the wish list of products or the coupon acceptance information page on the website for more information.

Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Statements
Mission Statement Pass It On strives to improve overall health, happiness, and financial situations of Kentucky families through the cooperation of the community and education of financial savings.
Background Statement

Pass It On Inc. is a 501(c)3 public charity is dedicated to educating and supporting families on a path to changing their financial situations. Pass It On reduces financial stresses of individuals and families though knowledge, support, and understanding of improving financial decision making.

The organization offers a full professionally created Couponology Workshop where individuals can learn basic to advanced skills in using maximum savings techniques to gain the best grocery savings. The entire workshop consists of 3 parts (5.5 total hours) to cover basic decision making skills to correct coupon usage for best deal results. In addition, workshops are available for expansion beyond basics for continued understanding.

The workshop is voluntarily available to everyone, however, it is recommended for low-income families who participate in the supplemental Bags of Hope, provided by Pass It On. To qualify, participants must be at or below the current year 138% poverty guidelines or currently facing a financial crisis and each family receives personal hygiene items, paper products, and baby care necessities for the family. The average family receives approximately $150 worth of name brand product for a family of 4. Families are able to choose products to support their individual family needs from a stock of toothpaste, toothbrush, shampoo/conditioner, body wash, soaps, laundry detergent, dish soap, deodorant, diapers, wipes, teething gel, baby wash/lotion, formula, toilet paper, cleaning supplies, and much more.  Our cost comes to $5 per person or less for Bags of Hope donations.

Pass It On offers multiple workshops that are created to relate directly to certain population groups.  Currently, two workshops are available for High School Seniors or College Freshmen with topics of "Budgeting" and "Building Credit."
 
Among these, other programs have formed since the founding of Pass It On Inc. in 2015 and make use of our resources and expert abilities. The Savings4Soldiers Program ships $15,000-$30,000 worth of expired coupons to military families over seas monthly. The Purse Program (and bags) has provided donated Purses filled with personal items to many women in the local domestic violence shelter to start on their journey to independence. The Community Response Coalition has recently been added in late 2018 and focus on emergency financial situations of families who have recently been affected by an immigration arrest.

In 2015, the Founder, President, and CEO, Kimberly Boyd, received the Governors Citation Award and was commissioned as an Honorary Kentucky Colonel for her dedication to Pass It On Inc. and the community. Since then, the organization has received recognition on various local media outlets and online communities nationally.

Impact Statement
Completed in 2018:
 
✔ Presented 6 Couponology workshops across Fayette County with 102 families receiving grocery savings education
✔ Participants increased their financial grocery savings knowledge by 38%
✔ Provided 200 families with school supply discount education in Morehead
✔ Provided 100+ children with school supplies in Morehead
✔ Sent $20,000 worth of coupons monthly to military families/bases overseas
✔ Provided over $827 worth of product to low-income families in need (32 individuals)
✔  Introduced a new program for the emergency needs of families affected by immigration arrests (Sept 2018)
 
Other Accomplishments:
 
✔ 80-100% savings on Pass It On administrative office supplies (coupons, deals, rewards)
✔ 50-100% savings on purchases of quality brand products donated to families in need
 
 
 
Needs Statement
Our needs (listed in order of importance):
 
1) CASH - Monetary donations go directly into the most needed program area unless requested. 
2) IN-KIND - Each program requires a different type of donation.  This lists our immediate needs for each program.
   ~toilet paper, toothpaste, toothbrushes, mouthwash, paper towels, dish soap, diapers, wipes, teething gel, soap, lotion (we are currently running a 2019 Clean Butt Challenge campaign for diapers and toilet paper)
   ~gently used purses, chapsticks, hand sanitizer
   ~printer paper
 
CEO/Executive Director Statement The passion behind Pass It On comes from every living household.  Every family has faced mental and physical ailments caused by financial stressors at some time in their lives. For some, financial difficulties have lead to family miscommunication and separations.  Pass It On strives to combat this challenge by providing families with the knowledge and resources needed to support changes in spending behavior.  Families are able to think about the importance of financial communication and share in combating a challenge together.  By giving families the opportunity to thrive with their current income, families have the ability to feel empowered to live a happier and healthier life without hiding from the every day struggle of debt.  It is because of the harsh reality of debt and its stress on every family that we need to combat it from the knowledge aspect and teach every family how to thrive on their own financial statements.
Board Chair Statement Pass It On Inc. is the first of it's kind.  The organization is unlike any other by providing opportunity for families to make a change in their financial situations.  Many other organizations focus on providing essential items to low-income, however, Pass It On volunteers go beyond providing a temporary relief and share knowledge and support to the families that need assistance.  Our purpose is not only to provide temporary relief of items that are not usually supplied by other non-profits, but to educate each member of our community how to thrive on what they fight so hard to earn.  Taking an inside look into the lives of every household, we see families who need support and guidance on how to manage their finances in order to improve their situations.
Service Categories
Secondary Organization Category Human Services / Centers to Support the Independence of Specific Populations
Geographic Areas Served
Areas
Kentucky
Fayette and surrounding counties.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact. 2019 Goals:
✔ Raise $10,000 in funding from the Clean Butt Pledges
✔ Collect 2019 diapers and 2019 rolls of toilet paper that will provide 57 babies and 2019 adults with a clean ..butt (Bags of Hope)
✔ Give more than $5,400 in retail of personal hygiene and household product to families in need
✔ Provide financial education in the form of grocery savings to 160 individuals.
✔ 100% of participants in Couponology Workshops will save 50% or more on groceries
Ultimate GOAL: Individuals make informed financial decisions that result in self sufficiency of necessities and progress towards their individualized goals.   Family members work together to ensure open financial communication and together make informed decisions that lead to accomplishing their cooperative goals.  Overall, individuals lead a heathier, happier, and financially stable life.
 
StrategiesHelpWhat are the organization's strategies for its stated long-term goals?
Pass It On proudly develops and delivers professional education workshops that are intended for target audiences in order to reach the participants on a current life change.  For instance, Couponology Workshops are created for any grocery shopper and during instruction reference prior knowledge of local stores, current sales, and references many experiences of a typical shopper.  The Building Credit for College Students focuses on the life of a college student over the next 4 years and the importance of new decision making skills on credit.  We are dedicated to the audience of our education and prepare the delivery in a realistic method for better understanding. 
 
Every workshop is carefully assessed on participants understanding, relatable material, and instructors ability to present the material.  Then participants are assessed on success after completion.  Adjustments and changes are made to the workshop material or presentation as needed.
CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?
✔  Efficient volunteers & staff - Pass It On is financial education. We are volunteers and staff who are amazingly effective with resources and we use this same process in everything we do with our donors funds. From shopping for printer paper for workshops or office work to finding the most cost conscience phone plan, we find ways to save in everything. A $150 donation to a family in can be purchased by our team for less than $5 per person.
✔ Cooperative - Everyone, regardless of situation or circumstance is in need of financial education, whether they realize it or not.  Our workshops are perfect educational opportunities for every church, organization, and business to share with their clients.  It is very easy to adapt our workshops for any target audience and serve to clients of other non-profits.
 
 ✔ Professional - We expect our education to be effective and efficient, therefore, we have a Masters Level instructor who has created and implemented the workshops with professionalism.
 
 
 
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?
Assessments are an integral part of our every day operations and work within the community.  As an organization with a foundation around education, it has been adopted in every aspect from our inception in 2015. 
 
Every educational workshop presented assesses participants based on their prior knowledge ("K"), what questions they have about the topic ("W"),  and what they learned from the workshop ("L").  A KWL chart is used to collect this data.  Analysis of these assessments shows the participants growth in material and what type of information they may be interested in.  Adjustments can be made to future similar workshops from this information. 
 
We also assess success of participants following the workshops with a followup survey about heir feelings and experiences within the 6 months after completion.  This serves as a reflection for the participants and encourages them to continue and allows our team to collect data on their savings ability from the workshop material.
Board Chair
Board Chair Kimberly Boyd
Company Affiliation Pass It On Inc. Community Volunteer
Board Members
NameAffiliationStatus
Dawn AdkinsCommunity Volunteer
Kimberly BoydPass It On Inc. Community Volunteer
Matthew BoydRetired
Board Demographics - Ethnicity. Add number
Asian American/Pacific Islander 0
Caucasian 3
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 1
Female 2
Unspecified 0
Governance
Board Term Lengths 1
Board Term Limits 0
Board Meeting Attendance % 83%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 6
Standing Committees
Finance
Volunteer
CEO/Executive Director
Executive Director Kimberly Boyd
Term Start Jan 2015
Staff
Full Time Staff 0
Part Time Staff 0
Volunteers 15
Contractors 0
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 1
Native American/American Indian 0
Staff Demographics - Gender
Male 3
Female 12
Unspecified 0
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency N/A
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Description Provides temporary relief to low-income households and families facing a hardship.  Qualified persons receive quality brand person hygiene items, household cleaning and paper products, and baby necessities. A typical family of 4 receives $150 worth product. Every family is recommended to attend the Couponology Workshop and required to attend in order to receive 2 or more temporary relief Bags of Hope in a year.  Our goal is to provide temporary relief for families who are struggling and give them the opportunity to focus on educating themselves on better financial decisions.
Budget 1000
Category Human Services, General/Other Family-Based Services
Population Served Families
Program Short Term Success
As a result of assisting families in Fayette and surrounding counties, we only currently offer classes in the Fayette county area.  We are also working closer with families for schedule conflicts in classes and family babysitting.
 
Our goal:
✔By June 2018, we will have class locations in Jessamine, Madison, Clark, and Scott counties.
✔By Aug 2018, we will have a Fayette county location to accomidate families with small children or babysitting services during class times.
Program Long term Success
Temporary relief is only....temporary.  We strive to make it permanent.
 
Our current cost for a $120-$150 donation for each family member is only $5.  Pass It On demonstrates the possibilities with this program by giving families the same items that they can also purchase for this small amount.  This program is a visual to low-income as a "If we can do it, so can you!" attitude.
 
Our goal:
 
✔100% of families who receive temporary assistance will be motivated to attend our classes where they learn how to benefit from coupons and savings techniques for their budget
 
 
Examples of Program Success
In Aug of 2017, a family of 4 in Fayette County came to us with an emergency situation.  Originally from the state of Florida, they had family residing there that were fleeing from the devastation of hurricane Irma.  Without much warning or planning time, family members were traveling to Kentucky for safety.  Barely making it already, this family of four couldn't turn family away in a time of need so they accepted them into their home for relief.  A sudden, unforeseen event happened that caused an entire (11 people) to need help with everything from personal care items, clothing, bedding, food, paper products, etc. to accommodate everyone.  Our program offered over $250 worth of household product to help this family settle in for a temporary relief. 
 
We have many families who face similar situations of emergency, unprepared circumstances.  In these instances, a temporary relief is enough.  In other families, almost every month can be a struggle to make ends meet.  In all cases, the families come back to learn how to be prepared for the next time a situation arises. 
Description
This is financial education in the form of grocery savings, including the use of coupons.  Workshops consist of 3 parts, with a total of 5.5 hours of instruction time.
 
PART 1: INTRODUCTION TO COUPONS See what coupons can do for your family. Find out how to stack deals and coupons to get products for free. Learn the many types of coupons and where to find them. (Approx. 1 hr)

PART 2: DEALS, REWARDS, & CASH BACK Explore the sales, rewards, and store coupons from the best local stores. Find the best and most reliable printable coupon sites and rebate apps available. Discover the best prices on everyday grocery items. (Approx. 2 hrs)
 
PART 3: ADVANCE PLANNING & EXTREME TECHNIQUES Learn expert tips to organize bulk coupons, understand terms and breakdowns,  and finding ad previews for early planning. Plus, stick around to organize a current deal with an expert. (Approx. 2.5 hrs)
Budget 5,000
Category Education, General/Other
Description
This is financial education with emphasis on the target audience each workshop or one-on-one session is intended.  Many topics are addressed according to needs of the clients based on age and current stage in life. As needs of the community become visible, we expand the workshops accordingly and add more topics.
 
ADULT
Budgeting for College (high school seniors & college freshman)
Credit Building for College (high school seniors & college freshman)
Getting Financially Naked (couples or partners with shared expenses)
 
PARENTS & CHILDREN (family workshops)
Electrifying Savings (parent and child 3rd -5th grade)
 
CHILDREN
 
 
 
Budget 4,000
Category Education, General/Other Literacy
Population Served Adults, Children and Youth (0 - 19 years), Families
Description This program was introduced in Sept 2018 to provide emergency financial relief for immigrant families recently impacted by an immigration arrest.  Typical clients are mother and children who immediately find themselves in financial struggles to locate the family member detained, finding immigration law, and are facing no income, no childcare, and no transportation.  Many children and parents face depression and mental health crisis due to the instant onset of these financial needs. CRC connects families with services in the community, provides access to basic legal resources, helps locate the detained loved one, and provides financial relief from other necessities not otherwise provided.  A family advocate works directly with families and budgets funding with the family on the immediate necessities.
Budget 18,000
Category Human Services, General/Other Emergency Assistance
Population Served Immigrant, Newcomers, Refugees, Families
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan? No
Organization Policy and Procedures No
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Government Licenses
Is your organization licensed by the Government? No
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start Jan 01, 2019
Fiscal Year End Dec 31, 2019
Projected Revenue $42,945.00
Projected Expenses $33,888.00
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201820172016
Foundation and
Corporation Contributions
----$3,500
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$18,351$830$1,839
$2,312$4,584$194
$160$13--
Investment Income, Net of Losses------
Membership Dues------
Special Events------
Revenue In-Kind------
Other$79$185$156
Expense Allocation
Fiscal Year201820172016
Program Expense$3,632$3,549$3,665
Administration Expense$1,746$1,342$1,757
Fundraising Expense$37$64--
Payments to Affiliates------
Total Revenue/Total Expenses3.831.131.05
Program Expense/Total Expenses67%72%68%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201820172016
Total Assets$21,168$1,923$325
Current Assets$21,168$1,923$325
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$21,168$1,923$325
Form 990s
2018 990
2017 990
2016 IRS Letter
2016 990
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
Comments
CEO Comments Monthly statements are reviewed and reconcile all accounts.Our biggest challenge is being a small nonprofit we are not able to get donors as easy as more established nonprofits. To combat this we are constantly looking to promote our services within the community. We are very conservative with how we allocate funds in order to make sure the community gets the most impact from the funds we do get. 
Foundation Staff Comments This organization files the 990N postcard, which contains no financial information. Financials were provided by the organization. Numbers are unaudited.
Address 2940 Tuscaloosa Ln
Lexington, KY 40515
Primary Phone 859 5595594
CEO/Executive Director Kimberly Boyd
Board Chair Kimberly Boyd
Board Chair Company Affiliation Pass It On Inc. Community Volunteer