Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% 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
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
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
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 | $30,912 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| 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 | - | - |
| KEITH BOUDREAU | Director | - | $0 | - | - |
| THOMAS LEBLANC | Treasurer | PT | $0 | - | - |
| KERRI SALLS | Director | - | $0 | - | - |
| DAVID POULING | Director | - | $0 | - | - |
| WARREN RUTHERFORD | Director | - | $0 | - | - |
| RUDI SCHEIBER-KUTZ | President Elect | - | $0 | - | - |
| ITAMAR CHALIF | Director | - | $0 | - | - |
“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.”
“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.”
“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.”
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 | 57295 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 45052 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10352 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 17096 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 59669 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 51559 |
| IRS990EZ/GrossReceiptsAmt | 0 | 112858 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 13800 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 34719 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 45071 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 34719 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 45071 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.50 |
| 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 | JACK FINNING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STANLEY DAVIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIAM RODGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURA KEVGHAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NORMAN GAUTHIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KEITH BOUDREAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | THOMAS LEBLANC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KERRI SALLS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DAVID POULING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | WARREN RUTHERFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | RUDI SCHEIBER-KUTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | ITAMAR CHALIF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SPONORSHIP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBERSHIP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | PRESIDENT ELECT |
| 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 | 2374 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6507 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 84663 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXECUTIVE DEVELOPMENT AND EDUCATION |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 747 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 99058 |
| 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 | 30912 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 24950 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6488 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 102506 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 30912 |
| IRS990EZ/TotalRevenueAmt | 0 | 112858 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | EXITPLANNINGEXCHANGE.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| 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 | 2017-02-10 21:41:12Z |
| 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 | 2016-10-12 |
| 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 | 2016-10-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM D MAHONY |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-10-12T08:30:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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