Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 82-3783746 • 501(c)6 • San Antonio, TX
Profile
Promote business advisor services associated with private business ownership transition and exit planning.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Assets
Up$47,477
Up $6,205 (+15%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$47,477
Up $6,205 (+15%) from 2023
Revenue
Down$33,410
Down $21,115 (-39%) from 2023
Expenses
Down$27,205
Down $32,631 (-55%) from 2023
Net Income
Up$6,205
Up $11,516 (+217%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $47.5 | $47.5 | $33.4 | $27.2 | $6.21 | |
| 2023Detailed filing. Detailed filing data is available for this year. | $41.3 | $41.3 | $54.5 | $59.8 | $5.31 | |
| 2022Detailed filing. Detailed filing data is available for this year. | $46.6 | $46.6 | $72.2 | $54.2 | $18.1 | |
Promote business advisor services associated with private business ownership transition and exit planning.
| Description | Grants | Expenses |
|---|---|---|
| 2024 SUMMIT - YEARLY CONFERENCE TO PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEVEN BANKLER | Treasurer | - | $0 | - | - |
| NATHAN DOTY | President Elect | - | $0 | - | - |
| SHELLEY MANN | Director | - | $0 | - | - |
| JAMES ROSENBLATT | Past President | - | $0 | - | - |
| LISA MOCHEL | President | PT | $0 | - | - |
| MELINDA ADAMS | Chairman | - | $0 | - | - |
“Office Expenses $130”
“EVENT COSTS $14428”
“CREDIT CARD FEES $988”
“DUE FROM NATIONAL - Beginning $372 DUE FROM NATIONAL - Ending $186”
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 | STEVEN BANKLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2106913133 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9901 IH-10 WEST STE 501 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN ANTONIO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78230 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 40900 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 47291 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6205 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 11659 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 41272 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 47477 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 33410 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22910 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41272 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 47477 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 41272 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 47477 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| 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/PersonNm | 0 | STEVEN BANKLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NATHAN DOTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHELLEY MANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JAMES ROSENBLATT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LISA MOCHEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MELINDA ADAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Chairman |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 372 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 186 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 15546 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 2024 SUMMIT - YEARLY CONFERENCE TO PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 27205 |
| IRS990EZ/TotalRevenueAmt | 0 | 33410 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://exitplanningexchange.com/san-antonio |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $130 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EVENT COSTS $14428 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CREDIT CARD FEES $988 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DUE FROM NATIONAL - Beginning $372 DUE FROM NATIONAL - Ending $186 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Assets.1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVEN BANKLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | XPX SAN ANTONIO INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | XPXS |
| ReturnHeader/Filer/EIN | 0 | 823783746 |
| ReturnHeader/Filer/PhoneNum | 0 | 2106913133 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9901 IH-10 WEST STE 501 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN ANTONIO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78230 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472496320 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Steven Bankler CPA Ltd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9901 IH 10 West Suite 670 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Antonio |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 78230 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2106913133 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CATHERINE M HOOKS CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T10:58:10-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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