Civic Intelligence

Xpx San Antonio Inc

EIN 82-3783746 • 501(c)6 • San Antonio, TX

Profile

Promote business advisor services associated with private business ownership transition and exit planning.

9901 Ih-10 West Ste 501San Antonio, TX 78230

exitplanningexchange.com/san-antonio

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $46,583Net Assets 2022: $46,5832022Assets 2023: $41,272Net Assets 2023: $41,2722023Assets 2024: $47,477Net Assets 2024: $47,4772024

Highlighted filing

2024

Assets$47,477
Liabilities-
Net Assets$47,477

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2022: $72,230Expenses 2022: $54,179Net Income 2022: $18,0512022Revenue 2023: $54,525Expenses 2023: $59,836Net Income 2023: -$5,3112023Revenue 2024: $33,410Expenses 2024: $27,205Net Income 2024: $6,2052024

Highlighted filing

2024

Revenue$33,410
Expenses$27,205
Net Income$6,205

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$33,410
Mission and Program Overview

Mission

Promote business advisor services associated with private business ownership transition and exit planning.

Program Services

DescriptionGrantsExpenses
2024 SUMMIT - YEARLY CONFERENCE TO PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN BANKLERTreasurer-$0--
NATHAN DOTYPresident Elect-$0--
SHELLEY MANNDirector-$0--
JAMES ROSENBLATTPast President-$0--
LISA MOCHELPresidentPT$0--
MELINDA ADAMSChairman-$0--
Filing and Contact Details

Filer

Filer Name
Xpx San Antonio Inc
EIN
82-3783746
Phone
2106913133
Address
9901 IH-10 WEST STE 501, SAN ANTONIO, TX 78230

Signing Officer

Name
Steven Bankler
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Steven Bankler CPA Ltd
Address
9901 IH 10 West Suite 670, San Antonio, TX 78230
Preparer
Catherine M Hooks CPA
Phone
2106913133
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $130

Other Expenses.1

EVENT COSTS $14428

Other Expenses.2

CREDIT CARD FEES $988

Other Assets.1

DUE FROM NATIONAL - Beginning $372 DUE FROM NATIONAL - Ending $186

Raw XML Appendix119 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN BANKLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02106913133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09901 IH-10 WEST STE 501
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040900
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IRS990EZ/MembershipDuesAmt022910
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN BANKLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELLEY MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES ROSENBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA MOCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELINDA ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0372
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0186
IRS990EZ/OtherExpensesTotalAmt015546
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING.
IRS990EZ/ProgramServiceRevenueAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02024 SUMMIT - YEARLY CONFERENCE TO PROMOTE BUSINESS ADVISOR SERVICES ASSOCIATED WITH PRIVATE BUSINESS OWNERSHIP TRANSITION AND EXIT PLANNING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027205
IRS990EZ/TotalRevenueAmt033410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://exitplanningexchange.com/san-antonio
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENT COSTS $14428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE FROM NATIONAL - Beginning $372 DUE FROM NATIONAL - Ending $186
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BANKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XPX SAN ANTONIO INC
ReturnHeader/Filer/BusinessNameControlTxt0XPXS
ReturnHeader/Filer/EIN0823783746
ReturnHeader/Filer/PhoneNum02106913133
ReturnHeader/Filer/USAddress/AddressLine1Txt09901 IH-10 WEST STE 501
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472496320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven Bankler CPA Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09901 IH 10 West Suite 670
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02106913133
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE M HOOKS CPA
ReturnHeader/ReturnTs02025-11-13T10:58:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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