Civic Intelligence

Xpx Atlanta Inc

EIN 84-2328966 • 501(c)6 • Duluth, GA

Profile

A professional organization that provides interdisciplinary education and networking opportunities for advisors, consultants, educators, and researchers who are focused on preparing business owners for the successful exit of their businesses.

2905 Premiere Parkway 100Duluth, GA 30097

exitplanningexchange.com/atlanta

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

19th percentile

-24%

Higher net margin than 19% 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 2022

Asset Growth

8th percentile

-80%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

89th percentile

46%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,113

Down $23,992 (-80%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,113

Down $23,992 (-80%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$99,902

Up $31,610 (+46%) from 2023

Expenses

Up

$123,894

Up $46,695 (+60%) from 2023

Net Income

Down

-$23,992

Down $15,085 (-169%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$40K$30K$20K$10K$0Assets 2019: $12,891Net Assets 2019: $12,8912019Assets 2020: $22,559Net Assets 2020: $22,5592020Assets 2021: $32,236Net Assets 2021: $32,2362021Assets 2022: $39,012Net Assets 2022: $39,0122022Assets 2023: $30,105Net Assets 2023: $30,1052023Assets 2024: $6,113Net Assets 2024: $6,1132024

Highlighted filing

2024

Assets$6,113
Liabilities-
Net Assets$6,113
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $47,500Expenses 2019: $34,609Net Income 2019: $12,8912019Revenue 2020: $44,493Expenses 2020: $34,825Net Income 2020: $9,6682020Revenue 2021: $49,053Expenses 2021: $39,376Net Income 2021: $9,6772021Revenue 2022: $76,392Expenses 2022: $69,616Net Income 2022: $6,7762022Revenue 2023: $68,292Expenses 2023: $77,199Net Income 2023: -$8,9072023Revenue 2024: $99,902Expenses 2024: $123,894Net Income 2024: -$23,9922024

Highlighted filing

2024

Revenue$99,902
Expenses$123,894
Net Income-$23,992
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,113
Liabilities
-
Net assets
$6,113
Revenue
$99,902
Expenses
$123,894
Net income
-$23,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.00$1.24$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.68$0.77$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.76$0.70$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.49$0.39$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.44$0.35$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.48$0.35$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 25, 2025
Return Version
2024v5.2
Gross Receipts
$99,902
Mission and Program Overview

Mission

A professional organization that provides interdisciplinary education and networking opportunities for advisors, consultants, educators, and researchers who are focused on preparing business owners for the successful exit of their businesses.

Program Services

DescriptionGrantsExpenses
Provide social and monthly networking programs designed to increase participatory involvement and ability to share expertise concerning business growth and exit planning issues.-$100,775
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David ShavzinBoard MemberPT$0--
Anthony ChenPresidentPT$0--
Will LeePresident ElectPT$0--
Jeff ArmacostBoard MemberPT$0--
Maria ForbesBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
XPX Atlanta Inc
EIN
84-2328966
Phone
7706229885
Address
2905 Premiere Parkway 100, Duluth, GA 30097

Signing Officer

Name
David Shavzin
Title
Secretary
Signed
2025-08-25
Discuss with paid preparer
Yes

Preparer

Firm
WMBO CPA Group LLC
Address
2905 Premiere Parkway Suite 100, Duluth, GA 30097
Preparer
James D Marosek Jr
Phone
7706229885
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $4344”

Other Expenses.1012

“Insurance $1786”

Other Expenses.1

“Conference Cost $43435”

Other Expenses.2

“Venue and Food $26091”

Other Expenses.3

“XPX Global $21137”

Other Expenses.4

“Admin Support $12722”

Other Expenses.5

“Member socials & orientation $4338”

Other Expenses.6

“Event Support - Prep & Onsite $3079”

Other Expenses.7

“Merchant Service Fees $2300”

Other Expenses.8

“software expenses $1969”

Other Expenses.9

“VIP & Board events $964”

Other Expenses.10

“Misc other $829”

Other Expenses.11

“Event Drawing $350”

Other Expenses.12

“Signage & supplies $270”

Other Expenses.13

“Member gifts $190”

Other Expenses.14

“Member Condolences $90”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0James Marosek
IRS990EZ/BooksInCareOfDetail/PhoneNum07706229885
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02905 Premiere Parkway Ste 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Duluth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06113
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099902
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23992
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06113
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt099902
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Shavzin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anthony Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Will Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Armacost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maria Forbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0123894
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PROFESSIONAL ORGANIZATION THAT PROVIDES INTERDISCIPLINARY EDUCATION AND NETWORKING OPPORTUNITIES FOR ADVISORS, CONSULTANTS, EDUCATORS, AND RESEARCHERS WHO ARE FOCUSED ON PREPARING BUSINESS OWNERS FOR THE SUCCESSFUL EXIT OF THEIR BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide social and monthly networking programs designed to increase participatory involvement and ability to share expertise concerning business growth and exit planning issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100775
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123894
IRS990EZ/TotalProgramServiceExpensesAmt0100775
IRS990EZ/TotalRevenueAmt099902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0exitplanningexchange.com/atlanta
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conference Cost $43435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Venue and Food $26091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4XPX Global $21137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Admin Support $12722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Member socials & orientation $4338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Event Support - Prep & Onsite $3079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Merchant Service Fees $2300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9software expenses $1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10VIP & Board events $964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Misc other $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Event Drawing $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Signage & supplies $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Member gifts $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Member Condolences $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Shavzin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XPX Atlanta Inc
ReturnHeader/Filer/BusinessNameControlTxt0XPXA
ReturnHeader/Filer/EIN0842328966
ReturnHeader/Filer/PhoneNum07706229885
ReturnHeader/Filer/USAddress/AddressLine1Txt02905 Premiere Parkway 100
ReturnHeader/Filer/USAddress/CityNm0Duluth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030097
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581809384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WMBO CPA Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02905 Premiere Parkway Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duluth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706229885
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Marosek Jr
ReturnHeader/ReturnTs02025-08-25T07:46:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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