Civic Intelligence

Xpx Boston Inc

990EZ • Fiscal year 2016 • EIN 26-3286460

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 12, 2016

PO Box 385Winchester, MA 01890

(781) 706-0654

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.13x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

9.2%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-0.9%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$51,559

Down $8,110 (-14%) from 2015

Net Assets

Down

$45,071

Down $1,814 (-3.9%) from 2015

Liabilities

Down

$6,488

Down $6,296 (-49%) from 2015

Revenue

Down

$112,858

Down $1,000 (-0.9%) from 2015

Expenses

Down

$102,506

Down $14,771 (-13%) from 2015

Net Income

Up

$10,352

Up $13,771 (+403%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2013: $55,566Liabilities 2013: $5,731Net Assets 2013: $49,8352013Assets 2015: $59,669Liabilities 2015: $12,784Net Assets 2015: $46,8852015Assets 2016: $51,559Liabilities 2016: $6,488Net Assets 2016: $45,0712016Assets 2017: $19,128Liabilities 2017: $4,855Net Assets 2017: $14,2732017Assets 2018: $25,181Liabilities 2018: $567Net Assets 2018: $24,6142018Assets 2022: $165,072Liabilities 2022: $0Net Assets 2022: $165,0722022Assets 2023: $194,657Liabilities 2023: $563Net Assets 2023: $194,0942023Assets 2024: $230,366Liabilities 2024: $0Net Assets 2024: $230,3662024

Highlighted filing

2016

Assets$51,559
Liabilities$6,488
Net Assets$45,071

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $154,055Expenses 2013: $152,313Net Income 2013: $1,7422013Revenue 2015: $113,858Expenses 2015: $117,277Net Income 2015: -$3,4192015Revenue 2016: $112,858Expenses 2016: $102,506Net Income 2016: $10,3522016Revenue 2017: $92,162Expenses 2017: $122,960Net Income 2017: -$30,7982017Revenue 2018: $56,844Expenses 2018: $46,503Net Income 2018: $10,3412018Revenue 2022: $104,053Expenses 2022: $83,569Net Income 2022: $20,4842022Revenue 2023: $109,165Expenses 2023: $80,143Net Income 2023: $29,0222023Revenue 2024: $132,228Expenses 2024: $95,956Net Income 2024: $36,2722024

Highlighted filing

2016

Revenue$112,858
Expenses$102,506
Net Income$10,352
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 12, 2016
Return Version
2015v2.1
Gross Receipts
$112,858
Mission and Program Overview

Mission

Education around exit planning topics for business owners and their professional advisors

Executive development and education

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATION AND OTHER SUPPORT TO MEMBERS WHO, AS ADVISORS, OFFER ADVICE AND OTHER SERVICES TO PRIVATELY HELD BUSINESSES AND THEIR OWNERS.$0$30,912
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK FINNINGSponorship ChairPT$0--
STANLEY DAVISDirector-$0--
WILLIAM RODGERSClerkPT$0--
LAURA KEVGHASPresidentPT$0--
NORMAN GAUTHIERMembership ChairPT$0--
KEITH BOUDREAUDirector-$0--
THOMAS LEBLANCTreasurerPT$0--
KERRI SALLSDirector-$0--
DAVID POULINGDirector-$0--
WARREN RUTHERFORDDirector-$0--
RUDI SCHEIBER-KUTZPresident Elect-$0--
ITAMAR CHALIFDirector-$0--
Filing and Contact Details

Filer

Filer Name
Xpx Boston Inc
EIN
26-3286460
Phone
7817060654
Address
PO BOX 385, WINCHESTER, MA 01890

Signing Officer

Name
Laura Kevghas
Title
President
Phone
7817060654
Signed
2016-10-12
Discuss with paid preparer
Yes

Preparer

Firm
William D Mahony
Address
5 COMMONWEALTH ROAD, NATICK, MA 01760
Preparer
William D Mahony
Phone
9784409996
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: EVENT EXPENSES. Amount: 12918. Description: SUMMIT EXPENSES. Amount: 17994. Description: MEALS AND ENTERTAINMENT. Amount: 3501. Description: TELEPHONE. Amount: 746. Description: INSURANCE. Amount: 213. Description: BOARD MEETING. Amount: 1765. Description: DUES AND SUBSCRIPTIONS. Amount: 200. Description: FILING FEES. Amount: 19. Description: MARKETING. Amount: 3225. Description: MERCHANT FEES. Amount: 1132. Description: CHARTER AND LICENSING. Amount: 41842. Description: TRAVEL. Amount: 1108. Total to Form 990-EZ, line 16: 84663.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: CREDIT CARD RECEIVABLES. Beg. of Year Amount: 265. End of Year Amount: 0. Description: PREPAID EXPENSES. Beg. of Year Amount: 2109. End of Year Amount: 1488. Description: DUE FROM XPX GLOBAL. Beg. of Year Amount: 0. End of Year Amount: 5019.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: OTHER CURRENT LIABILITIES. Beg. of Year Amount: 12784. End of Year Amount: 2222. Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 12166. End of Year Amount: 4266.

Raw XML Appendix166 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT
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IRS990EZ/PrimaryExemptPurposeTxt0EXECUTIVE DEVELOPMENT AND EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0747
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0EXITPLANNINGEXCHANGE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: EVENT EXPENSES. Amount: 12918. Description: SUMMIT EXPENSES. Amount: 17994. Description: MEALS AND ENTERTAINMENT. Amount: 3501. Description: TELEPHONE. Amount: 746. Description: INSURANCE. Amount: 213. Description: BOARD MEETING. Amount: 1765. Description: DUES AND SUBSCRIPTIONS. Amount: 200. Description: FILING FEES. Amount: 19. Description: MARKETING. Amount: 3225. Description: MERCHANT FEES. Amount: 1132. Description: CHARTER AND LICENSING. Amount: 41842. Description: TRAVEL. Amount: 1108. Total to Form 990-EZ, line 16: 84663.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CREDIT CARD RECEIVABLES. Beg. of Year Amount: 265. End of Year Amount: 0. Description: PREPAID EXPENSES. Beg. of Year Amount: 2109. End of Year Amount: 1488. Description: DUE FROM XPX GLOBAL. Beg. of Year Amount: 0. End of Year Amount: 5019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OTHER CURRENT LIABILITIES. Beg. of Year Amount: 12784. End of Year Amount: 2222. Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 12166. End of Year Amount: 4266.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KEVGHAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07817060654
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XPX BOSTON INC
ReturnHeader/Filer/BusinessNameControlTxt0XPXB
ReturnHeader/Filer/EIN0263286460
ReturnHeader/Filer/PhoneNum07817060654
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 385
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001890
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0024502681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM D MAHONY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 COMMONWEALTH ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001760
ReturnHeader/PreparerPersonGrp/PhoneNum09784409996
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D MAHONY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-12T08:30:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits