Who We Are

Next Step KC is a community-based non-profit organization working to encourage affordable and appropriate financial services and products to low- to moderate-income families in the Kansas City area.

The organization was created in 2013 through the merger of three existing initiatives -- KC CASH Coalition (free tax preparation), Fair Community Credit (small-dollar loan program) and Bank On Save Up (financial education). 

The merger was undertaken to support a broader, more effective, year-round program taking better advantage of staff, community opportunities and collective reach of the three initiatives. 

The July 2013 merger created a single organization with a consolidated budget and a single board of directors.


Next Step KC is governed by a board of directors who meet regularly to guide the organization. 



Next Step KC receives funding from a variety of sources including grants, financial institutions, memberships and donations.

A major initiatives of Next Step KC is free tax preparation -- an effort that was organized by the KC Cash Coalition which filed the required IRS Form 990. Filings from the prior years are below.

IRS Form 990 - 2016

IRS Form 990 - 2015

IRS Form 990 - 2014

IRS Form 990 - 2013



The mission of Next Step KC is to offer financial products, educational opportunities, and services, including free tax preparation, which move people from financial dependency to independence and stability.


Building strong families in Greater Kansas City, one financial step at a time.


Respect.  We will listen, learn and respond to the needs and circumstances of those we serve, being mindful of their situation, their language and their culture.

Trust. We deeply value the trust of those we serve and hope to earn and maintain that trust in each and every encounter.

Integrity. We will provide services that protect the privacy of those we serve and conduct ourselves in an honest and straightforward manner.

Accountability.  We will be responsible for the opportunities to serve and the funds provided.

Collaboration. We realize there is much work to be done and are willing to partner with others and support the ongoing good work of others.

Innovation. We need to be imaginative and seek new ways and means to take advantage of opportunities, technologies, new products and the ways to deliver products and service. 

Company Overview

A nonprofit organization dedicated to Creating Assets-Savings-Hope for low-and-moderate-income taxpayers in the Kansas City Metro through free tax preparation and financial education.

 Founded 2003