Civic Intelligence

X-Stream Training Services Inc.

990 • Fiscal year 2021 • EIN 84-4085514

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2023

Organization Profilewww.x-slg.com
1927 Saint Matthews RdPhoenixville, PA 19460

(484) 941-3877

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-5.1%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,565

Down $944 (-38%) from 2020

Net Assets

Down

$1,565

Down $944 (-38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$18,446

Down $15,703 (-46%) from 2020

Expenses

Down

$19,390

Down $12,450 (-39%) from 2020

Net Income

Down

-$944

Down $3,253 (-141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$6.0K$4.0K$2.0K$0Assets 2020: $2,509Liabilities 2020: $0Net Assets 2020: $2,5092020Assets 2021: $1,565Liabilities 2021: $0Net Assets 2021: $1,5652021Assets 2022: $646Liabilities 2022: $0Net Assets 2022: $6462022Assets 2023: $5,228Liabilities 2023: $0Net Assets 2023: $5,2282023Assets 2024: $3,515Liabilities 2024: $0Net Assets 2024: $3,5152024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $7972025

Highlighted filing

2021

Assets$1,565
Liabilities$0
Net Assets$1,565
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $34,149Expenses 2020: $31,840Net Income 2020: $2,3092020Revenue 2021: $18,446Expenses 2021: $19,390Net Income 2021: -$9442021Revenue 2022: $120,829Expenses 2022: $123,313Net Income 2022: -$2,4842022Revenue 2023: $188,498Expenses 2023: $183,916Net Income 2023: $4,5822023Revenue 2024: $178,532Expenses 2024: $180,248Net Income 2024: -$1,7162024Revenue 2025: $151,732Expenses 2025: $154,450Net Income 2025: -$2,7182025

Highlighted filing

2021

Revenue$18,446
Expenses$19,390
Net Income-$944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2023
Return Version
2021v4.2
Gross Receipts
$18,446
Mission and Program Overview

Mission

Providing management consulting and training

Management training leadership development and business consulting

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,509$1,565▼ $944
Total Assets$2,509$1,565▼ $944
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,509$1,565▼ $944
Total Net Assets Fund Balance$2,509$1,565▼ $944
Total Liabilities and Net Assets / Fund Balance$2,509$1,565▼ $944
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
James R McgeePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,446
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,990
Other Expenses$5,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,990--$13,990
Office Expenses$5,400--$5,400
Total Functional Expenses$19,390$0$0$19,390
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Distribute copies and hold meeting to discuss”

Part VI Line 12C

“Inquiry and documentation.”

Part VI Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
X-stream Training Services Inc
EIN
84-4085514
In Care Of
% JAMES R MCGEE
Phone
4849413877
Address
1927 SAINT MATTHEWS RD, Phoenixville, PA 19460

Signing Officer

Name
James R Mcgee
Title
President
Phone
4849413877
Signed
2023-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Mcgee
Formed
2020
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Karen H McDougal CPA
Address
983 Marshall Dr, Pottstown, PA 19465
Preparer
Karen H Mcdougal CPA
Phone
6103274628
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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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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565
Liabilities
$0
Net assets
$1,565
Revenue
$18,446
Expenses
$19,390
Net income
-$944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$1.52$1.54$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.79$1.80$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.88$1.84$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.21$1.23$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.18$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.34$0.32$0.02