EXCEEDS EXPECTATIONS INC
KANSAS CITY, MO | Jackson County
Community Services
Overview
EXCEEDS EXPECTATIONS INC
47-3470573
31 W 31ST ST
KANSAS CITY, MO 64108
Jackson County
KANSAS CITY, MO 64108
Jackson County
(816) 535-0600
info@exceedsexpectations.org
Mission Statement
EXCEEDS EXPECTATIONS IS A 501C3 NON PROFIT ORGANIZATION ON A MISSION TO BREAK CYCLES OF POVERTY BY GUIDING INDIVIDUALS, FAMILIES, AND COMMUNITIES TO ACHIEVE COMPLETE WELL-BEING THROUGH WORKFORCE DEVELOPMENT AND PERSONALIZED FINANCIAL TRAINING.
CRA Category
- Community Services
Nonprofit location
- LMI Census Tract
Awards & Certifications
- This nonprofit has not received any CRA awards or certifications.
Founded
2016
Total Employees
3
Total Volunteers
10
Nonprofit Classification (NTEE Code)
S31
S - Community Improvement, Capacity Building
Urban & Community Economic Development
Organizations that provide technical assistance, loans, loan guarantees or other forms of management support to help impoverished urban communities create local jobs, sustain local services and build healthier local economies.
IRS Activity Codes
-
Not reported
-
Not reported
-
Not reported
Standard Business Classification (NAICS Code)
813410
Civic and Social Organizations
Targeted Clients
- At-Risk Youth
- College Students
- Economically Disadvantaged
- K-12 Students
- Families
- First-Time Homebuyers
- Foster Youth
- People Needing Credit Counseling
- Minority Individuals
- Nonprofits
- People in Recovery
- Underbanked or Unbanked
CRA Income Characteristics
- Low-Income
- Moderate-Income
- People Living Below Poverty Level
CRA Alignment
CRA Category
Community Services
Social services and other support for low- and moderate-income, homeless or at-risk individuals. What does it mean for a nonprofit to be CRA aligned?
Each nonprofit on Community Qualifier has been reviewed by findCRA utilizing a dual evaluation process. Nonprofits are first evaluated by our proprietary algorithm, CRANIA, and then further validated by our CRA experts. When nonprofit passes both parts of this review, we create a nonprofit profile for them on Community Qualifier. From there, a nonprofit can claim their profile and add additional information including their programs & services, counties served, targeted clients and income groups and more.
Programs & Services
Adult Financial Stability Program
Our Adult Financial Stability Program is a 6-week curriculum-based program that enlightens and empowers individuals/families to create a financial plan that reminds you of your Why, motivates you forward, and inspires financial freedom. The Financial Stability Curriculum challenges individuals/families to explain their thinking through learning activities that are practical in nature, as well as lessons that apply to the real world. With our engaging content, participants will be able to reflect upon their learning to consolidate their understanding, as well as be inspired to take initial steps toward forming positive financial behaviors. Our program is often used as a wraparound service collaborating with other organizations.
Targeted Clients
- College Students
- Economically Disadvantaged
- Families
- First-Time Homebuyers
- Minority Individuals
- Nonprofits
- Underbanked or Unbanked
CRA Income Characteristics
- Low-Income
- Moderate-Income
- People Living Below Poverty Level
- HUD Assistance Recipients
Youth Financial Leadership Program
Our Youth Financial Leadership Program is a 4-week curriculum-based program with seminars and workshops given by a certified financial expert. It is centered around teaching children and teens the basics of finances and budgeting that uses financial psychology methods to deconstruct any harmful learned behaviors or misconceptions surrounding money. Our program is often used as a wraparound service collaborating with other organizations.
Targeted Clients
- At-Risk Youth
- Children & Youth
- Economically Disadvantaged
- K-12 Students
- Foster Youth
CRA Income Characteristics
- Low-Income
- Moderate-Income
- People Living Below Poverty Level
Digital Financial Literacy Program
Our Digital Financial Literacy Program is a 4-week, hands-on program designed to equip Youth and Adults for today’s digital world. This series equips participants with tools, strategies, and insights needed to make informed decisions, grow resources, and thrive with confidence. Whether a participant is just starting out or looking to strengthen their financial foundation, this program will meet participants where they are and help to move them forward with clarity and purpose.
Targeted Clients
- At-Risk Youth
- Children & Youth
- College Students
- Economically Disadvantaged
- Families
- Foster Youth
- Nonprofits
- Underbanked or Unbanked
CRA Income Characteristics
- Low-Income
- Moderate-Income
- People Living Below Poverty Level
Summer F.I.L.M. Program for ages 14-18
Our Summer F.I.L.M. Program is an 8-week workforce development program for high school students ages 14-18. The program equips future leaders in the area of Financial Literacy, Investments, Leadership, and Mentorship/Marketing. Our future leaders meet 2 days a week for a total of 8 hours and receive a weekly stipend. They have the opportunity to put together two events during the timeframe of their program; a Teen Summit and a Back-to-School Resource Fair.
Targeted Clients
- Children & Youth
CRA Income Characteristics
- Low-Income
- Moderate-Income
- People Living Below Poverty Level
Awards & Certifications
Community Development Financial Institution
Community Development Financial Institution Award Recipient
New Market Tax Credit Recipient
HUD Counseling Agency
Low Income Housing Tax Credit Recipient
IRS Summary
Income
$70.7K
Revenue
$70.7K
Assets
$5.2K
IRS Business Master File Details
As of July 2026
Exempt Ruling Date
2018-03
Deductibility Status
Deductible
Last Tax Filing
2025
Organization Type
Corporation
Organization Tax Filing Status
990 (all other) or 990EZ return
Foundation Tax Filing Status
990-PF not required by IRS
Affiliation Classification
Independent Organization
Basis for Foundation/Public Charity Status
Organization normally receives no more than one-third of support from gross investment and unrelated business income and at same time more than one-third of its support from contributions, fees and gross receipts related to exempt purposes 509(a)(2)
IRS Publication 78 Details
As of July 2026
Verified in Publication 78
No
Deductibility Limitation
Not reported
Organization Description
Not reported
IRS Form 990 Returns
Through July 2026
Tax period ending in
2024-12
Tax period ending in
2023-12
Tax period ending in
2022-12
Nonprofit Location
Main Address
31 W 31ST ST
KANSAS CITY, MO 64108
Jackson County
KANSAS CITY, MO 64108
Jackson County
Area Type
Metropolitan Statistical Area
FIPS Geocoded Address
28140
MSA/MD
29
State
095
County
0167.00
Tract
Moderate
Income Level
Core-Based Statistical Area
28140 - Kansas City, MO-KS
Combined Statistical Area
312 - Kansas City-Overland Park-Kansas City, MO-KS
Metropolitan Division
Not located in an MD.
Main Address Located In
Low- or Moderate-Income Census Tract
Opportunity Zone
Majority Minority Census Tract 35.77%
FFIEC Distressed Census Tract
FFIEC Underserved Census Tract
Geographies Served
- KS - Wyandotte County
- MO - Cass County
- MO - Clay County
- MO - Jackson County
Market Data
| Main Address | Census Tract | County |
|---|---|---|
| 31 W 31ST ST KANSAS CITY, MO 64108 | 0167.00 | Jackson County |
| Population | ||
| Total Population | 3,366 | 719,976 |
| Total Households | 2,422 | 306,798 |
| Income | ||
| Median Income* | $59,464 | $68,577 |
| Median Family Income (2024 FFIEC est.) | $103,000 | $113,200 |
| Tract Income Percentage | 68.69% | N/A |
| Below Poverty Level | 11.3% | 14.1% |
| Unemployment Level | 2.6% | 4.7% |
| Housing | ||
| Total Housing Units | 2,726 | 336,288 |
| Total Owner-Occupied Units | 14.4% | 59.1% |
| Total Renter-Occupied Units | 74.5% | 40.9% |
| Total Vacant Units | 11.2% | 4.7% |
* Census Tract Median Income based on 2020 Tract Median Family Income as reported in the 2024 FFIEC Census Flat File. County Income based on Median Household Income as reported in the 2024 American Community Survey.
Management
Not reported
Total Voting Members
in Governing Body
in Governing Body
Not reported
Independent Voting Members
in Governing Body
in Governing Body
Tax Filing Signatory
Marilyn Chappell
Executive Director
(816) 535-0600
Executive Director
(816) 535-0600
Principal Officer
Not reported by nonprofit.
findCRA Profile Owner
Marilyn Chappell
Founder/CEO
marilyn@exceedsexpectations.org
Founder/CEO
marilyn@exceedsexpectations.org
Key Policies & Documents
Written Conflict of Interest Policy
Written Document Retention & Destruction Policy
Written Whistleblower Policy
CEO Compensation Review Process
Written Minutes of Board Meetings
Financial Statements & Reporting
Compiled or Reviewed by an Independent Accountant
Audited by an Independent Accountant
Included in Consolidated Financial Statements
Internal Audit Committee Review
Federal Grant Audit Required
Federal Grant Audit Performed
Organization Activities
Provides Credit Counseling
Conducts Gaming Activities
Engages in Lobbying Activities
Engages in Political Activities
Makes Grants to Individuals
Makes Grants to Organizations
Information in this section is extracted from the nonprofit's e-filed tax return and based on answers provided by the nonprofit in their 990EZ e-filed for the tax period ending on 2024-12.
A hyphen (“-“) in this section indicates that the information was not required by the IRS or not reported by the nonprofit in its tax return e-filing.
This Nonprofit Profile was created using data available from publicly available government and industry sources, our own research, and information provided directly the nonprofit organization. Whenever possible, we utilize the most recent information available including information as made public by the Internal Revenue Service, U.S. Census Bureau, Federal Financial Institutions Examination Council, and more. The format and design of this Nonprofit Profile is ©findCRA. For more information about our Nonprofit Profiles, please visit help.findcra.com.
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