Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Exceeds Expectations Inc.
990EZ • Fiscal year 2023 • EIN 47-3470573
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.35x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 20.2% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Down$50,223
Down $10,005 (-17%) from 2022
Net Assets
Down$32,894
Down $25,717 (-44%) from 2022
Liabilities
Up$17,329
Up $15,712 (+972%) from 2022
Revenue And Expenses
Revenue
Up$124,116
Up $22,625 (+22%) from 2022
Expenses
Up$149,833
Up $98,375 (+191%) from 2022
Net Income
Down-$25,717
Down $75,750 (-151%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jul 1, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $124,116
Mission and Program Overview
Mission
Financial literacy and education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED OVER 900 INDIVIDUALS WITH SERVICES AND PROGRAMMING ACROSS ALL AGE GROUPS | $101,500 | $118,810 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARILYN CHAPPELL | Executive Director | FT | $25,083 | - | $25,083 |
| DEANNA CAMPBELL | Board Member | - | $0 | - | - |
| JAMES MERRIMAN | Board Member | - | $0 | - | - |
| SONJA CHEADLE | Board Member | - | $0 | - | - |
| JOSEPH JACKSON | Board Member | - | $0 | - | - |
| MELANIE BOYKIN | Board Member | - | $0 | - | - |
| MELVIN GATSON | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Exceeds Expectations Inc
- EIN
- 47-3470573
- Address
- 31 W 31ST ST, KANSAS CITY, MO 64108
Signing Officer
- Name
- Marilyn Chappell
- Title
- Executive Direc
- Phone
- 8165350600
- Signed
- 2024-07-01
- Discuss with paid preparer
- No
Preparer
- Firm
- Melvin Gatson CPA
- Address
- 4325 N 106th Street, Kansas City, KS 66109
- Preparer
- Melvin Gatson CPA
- Phone
- 9139614180
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountabc apprenticeship program tuition 5,025adult financial workshop - bcf 3,314professional development 2,277taxes and licenses 824miscellneous donation 155marketing 881financial workshop expense- adult 1,679financial workshop expense-youth 4,155fundraising expense - coat drive 4,379fundraising exp - programming drive 534gift - board 126gift - employee 170gift - volunteers 150meals 1,428membership fee - nonprofit connect 175insurance property 2,341telephone 775office furniture 355office supplies 967operating expenses 1,550payment solutions expense 234travel expense 565postage & delivery 469printing and reproduction 45software expense 3,943accounting fees 645back to school resource fair expens 3,624breakfast fundraiser event expense 1,000donation- 501c3 nonprofit 738film camp 4,538utilities 74vendor promotional item expense 193uniforms 535”
Description of total liabilities Part II line 26
“Category beginning of year end of yearother current liabilities 1,617 17,329”
Raw XML Appendix168 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MARILYN CHAPPELL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8162860108 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8908 BALES AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | KANSAS CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 64156 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 60228 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 50223 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 121680 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -25717 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12033 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60228 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 50223 |
| IRS990EZ/GrossReceiptsAmt | 0 | 124116 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58611 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 32894 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58611 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 32894 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 25083 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARILYN CHAPPELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEANNA CAMPBELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMES MERRIMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SONJA CHEADLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOSEPH JACKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MELANIE BOYKIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MELVIN GATSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47863 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | FINANCIAL LITERACY AND EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 2433 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED OVER 900 INDIVIDUALS WITH SERVICES AND PROGRAMMING ACROSS ALL AGE GROUPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 101500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 118810 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 87537 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1617 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 17329 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 149833 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 118810 |
| IRS990EZ/TotalRevenueAmt | 0 | 124116 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 123203 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 99694 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 222897 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt | 0 | 910 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 910 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 103663 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 120144 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 124113 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 99694 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 223807 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 223811 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTABC APPRENTICESHIP PROGRAM TUITION 5,025ADULT FINANCIAL WORKSHOP - BCF 3,314PROFESSIONAL DEVELOPMENT 2,277TAXES AND LICENSES 824MISCELLNEOUS DONATION 155MARKETING 881FINANCIAL WORKSHOP EXPENSE- ADULT 1,679FINANCIAL WORKSHOP EXPENSE-YOUTH 4,155FUNDRAISING EXPENSE - COAT DRIVE 4,379FUNDRAISING EXP - PROGRAMMING DRIVE 534GIFT - BOARD 126GIFT - EMPLOYEE 170GIFT - VOLUNTEERS 150MEALS 1,428MEMBERSHIP FEE - NONPROFIT CONNECT 175INSURANCE PROPERTY 2,341TELEPHONE 775OFFICE FURNITURE 355OFFICE SUPPLIES 967OPERATING EXPENSES 1,550PAYMENT SOLUTIONS EXPENSE 234TRAVEL EXPENSE 565POSTAGE & DELIVERY 469PRINTING AND REPRODUCTION 45SOFTWARE EXPENSE 3,943ACCOUNTING FEES 645BACK TO SCHOOL RESOURCE FAIR EXPENS 3,624BREAKFAST FUNDRAISER EVENT EXPENSE 1,000DONATION- 501C3 NONPROFIT 738FILM CAMP 4,538UTILITIES 74VENDOR PROMOTIONAL ITEM EXPENSE 193UNIFORMS 535 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CATEGORY BEGINNING OF YEAR END OF YEAROTHER CURRENT LIABILITIES 1,617 17,329 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARILYN CHAPPELL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIREC |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8165350600 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-07-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EXCEEDS EXPECTATIONS INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EXCE |
| ReturnHeader/Filer/EIN | 0 | 473470573 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 31 W 31ST ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | KANSAS CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 64108 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Melvin Gatson CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4325 N 106th Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Kansas City |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 66109 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9139614180 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-07-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Melvin Gatson CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-07-02T04:36:53-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MARILYN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CHAPPELL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $50,223
- Liabilities
- $17,329
- Net assets
- $32,894
- Revenue
- $124,116
- Expenses
- $149,833
- Net income
- -$25,717
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.01 | $0.00 | $0.01 | $1.40 | $1.72 | $0.32 |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.50 | $0.17 | $0.33 | $1.24 | $1.50 | $0.26 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.60 | $0.02 | $0.59 | $1.01 | $0.51 | $0.50 |