Civic Intelligence

X-Stream Training Services Inc.

990 • Fiscal year 2023 • EIN 84-4085514

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 28, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

98th percentile

709%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

56%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$5,228

Up $4,582 (+709%) from 2022

Net Assets

Up

$5,228

Up $4,582 (+709%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Up

$188,498

Up $67,669 (+56%) from 2022

Expenses

Up

$183,916

Up $60,603 (+49%) from 2022

Net Income

Up

$4,582

Up $7,066 (+284%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$5,228
Liabilities$0
Net Assets$5,228
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$188,498
Expenses$183,916
Net Income$4,582
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 28, 2024
Return Version
2023v5.0
Gross Receipts
$188,498
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$646$5,228▲ $4,582
Total Assets$646$5,228▲ $4,582
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$646$5,228▲ $4,582
Total Net Assets Fund Balance$646$5,228▲ $4,582
Total Liabilities and Net Assets / Fund Balance$646$5,228▲ $4,582
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
James R McgeePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$188,498
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,662
Grants and Similar Amounts Paid$26,254
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$38,201--$38,201
Occupancy-$34,957-$34,957
Grants to Domestic Orgs$26,254--$26,254
Fees for Services Accounting-$23,701-$23,701
Office Expenses$19,445$1,074-$20,519
Insurance-$2,219-$2,219
Information Technology$1,834--$1,834
Other Expenses$17,161$1,161-$1,161
Conferences and Meetings-$630-$630
Travel$270--$270
Advertising-$224-$224
Interest-$11-$11
Total Functional Expenses$116,260$67,656$0$183,916
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
Yes
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

“Upon Request”

Part VI Line 19

“N/A”

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
2024-03-28
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

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/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum06103274628
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN H MCDOUGAL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-28T21:40:12-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,228
Liabilities
$0
Net assets
$5,228
Revenue
$188,498
Expenses
$183,916
Net income
$4,582
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