Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Assets
Up$59,669
Up $4,103 (+7.4%) from 2013
Net Assets
Down$46,885
Down $2,950 (-5.9%) from 2013
Liabilities
Up$12,784
Up $7,053 (+123%) from 2013
Revenue
Down$113,858
Down $40,197 (-26%) from 2013
Expenses
Down$117,277
Down $35,036 (-23%) from 2013
Net Income
Down-$3,419
Down $5,161 (-296%) from 2013
Education around exit planning topics for business owners and their professional advisors
Executive development and education
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE EDUCATION AND OTHER SUPPORT TO MEMBERS WHO, AS ADVISORS, OFFER ADVICE AND OTHER SERVICES TO PRIVATELY HELD BUSINESSES AND THEIR OWNERS. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DANIEL GUGLIELMO | Vice President | PT | $0 | - | - |
| JACK FINNING | Sponorship Chair | PT | $0 | - | - |
| STANLEY DAVIS | Director | - | $0 | - | - |
| WILLIAM RODGERS | Clerk | PT | $0 | - | - |
| LAURA KEVGHAS | President | PT | $0 | - | - |
| NORMAN GAUTHIER | Membership Chair | PT | $0 | - | - |
| CRAIG JAMES | Director | - | $0 | - | - |
| THOMAS LEBLANC | Treasurer | PT | $0 | - | - |
| KERRI SALLS | Director | - | $0 | - | - |
| JOE RAHAL | Director | - | $0 | - | - |
| TERRY PHINNEY | Director | - | $0 | - | - |
| DAVID POULIN | Director | - | $0 | - | - |
“Description: EVENT EXPENSES. Amount: 15516. Description: SUMMIT EXPENSES. Amount: 38139. Description: MEALS AND ENTERTAINMENT. Amount: 156. Description: TELEPHONE. Amount: 918. Description: INSURANCE. Amount: 425. Description: BOARD MEETING. Amount: 1315. Description: DUES AND SUBSCRIPTIONS. Amount: 347. Description: FILING FEES. Amount: 19. Description: MARKETING. Amount: 3250. Description: MERCHANT FEES. Amount: 3333. Description: CHARTER AND LICENSING. Amount: 46363. Total to Form 990-EZ, line 16: 109781.”
“Description: CREDIT CARD RECEIVABLES. Beg. of Year Amount: 820. End of Year Amount: 265. Description: PREPAID EXPENSES. Beg. of Year Amount: 35. End of Year Amount: 2109.”
“Description: OTHER CURRENT LIABILITIES. Beg. of Year Amount: 22176. End of Year Amount: 12784.”
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 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | EVANGELINA ELLIS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7817060654 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 48 NORTH BORDER ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WINCHESTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01890 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 71625 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 57295 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3419 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6878 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 72480 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 59669 |
| IRS990EZ/GrossReceiptsAmt | 0 | 113858 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 23250 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 50304 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 46885 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 50304 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 46885 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| 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/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 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/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 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/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DANIEL GUGLIELMO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JACK FINNING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STANLEY DAVIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WILLIAM RODGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LAURA KEVGHAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NORMAN GAUTHIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CRAIG JAMES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | THOMAS LEBLANC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KERRI SALLS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | JOE RAHAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | TERRY PHINNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | DAVID POULIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SPONORSHIP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBERSHIP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 855 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2374 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 109781 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXECUTIVE DEVELOPMENT AND EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 618 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 90608 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE EDUCATION AND OTHER SUPPORT TO MEMBERS WHO, AS ADVISORS, OFFER ADVICE AND OTHER SERVICES TO PRIVATELY HELD BUSINESSES AND THEIR OWNERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 22176 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 12784 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 117277 |
| IRS990EZ/TotalRevenueAmt | 0 | 113858 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | EXITPLANNINGEXCHANGE.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: EVENT EXPENSES. Amount: 15516. Description: SUMMIT EXPENSES. Amount: 38139. Description: MEALS AND ENTERTAINMENT. Amount: 156. Description: TELEPHONE. Amount: 918. Description: INSURANCE. Amount: 425. Description: BOARD MEETING. Amount: 1315. Description: DUES AND SUBSCRIPTIONS. Amount: 347. Description: FILING FEES. Amount: 19. Description: MARKETING. Amount: 3250. Description: MERCHANT FEES. Amount: 3333. Description: CHARTER AND LICENSING. Amount: 46363. Total to Form 990-EZ, line 16: 109781. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: CREDIT CARD RECEIVABLES. Beg. of Year Amount: 820. End of Year Amount: 265. Description: PREPAID EXPENSES. Beg. of Year Amount: 35. End of Year Amount: 2109. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: OTHER CURRENT LIABILITIES. Beg. of Year Amount: 22176. End of Year Amount: 12784. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURA KEVGHAS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7817060654 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | XPX BOSTON INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | XPXB |
| ReturnHeader/Filer/EIN | 0 | 263286460 |
| ReturnHeader/Filer/PhoneNum | 0 | 7817060654 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 385 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WINCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01890 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 024502681 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WILLIAM D MAHONY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5 COMMONWEALTH ROAD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NATICK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01760 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9784409996 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-10-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM D MAHONY |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-11-03T10:41:58-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.