2026-03-02T10:35:41-06:00 2025-12-31 521193166 LEONARD J MILLER & ASSOCIATES CHTD 425 ST PAUL PLACE BALTIMORE MD 21202 990EZ 2025-01-01 475582035 XPX MARYLAND INC XPXM 4109976000 9891 BROKENLAND PKWY 200 COLUMBIA MD 21046 SCOTT OSBORN PRESIDENT 4109976000 2026-02-17 1 HOWARD F VAN GILDER CPA P00097056 4105394600 2026-02-16 2025 2025-03-06 01:10:19Z X X EXITPLANNINGEXCHANGE.COM X X 79280 X 15480 29275 4660 29865 31273 -1408 48007 1500 18660 20160 27847 172872 0 200719 X 42758 69025 130114 131694 172872 200719 0 0 172872 200719 X SERVE AS A PROFESSIONAL ASSOCIATION REPRESENTING AND BUILT FOR THE SUCCESSFUL SUPPORT OF THE PROFESSIONAL SERVICES COMMUNITY THAT PROVIDES INTERDISCIPLINARY EDUCATION AND NETWORKING OPPORTUNITIES FOR ADVISORS, CONSULTANTS, EDUCATORS, AND RESEARCHERS WHO ARE FOCUSED ON PREPARING BUSINESS OWNERS FOR BUSINESS TRANSITIONS, INCLUDING THE SUCCESSFUL EXIT OF THEIR BUSINESSES, WHICH PURPOSES SHALL AT ALL TIMES BE IN CONFORMITY WITH SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION PROVIDES ADVISORS AND BUSINESS OWNERS WITH PROFESSIONALISM, COLLABORATION, AND PRINCIPLES TO ASSIST THEIR CLIENTS AND BUSINESSES. 0 44549 44549 X SCOTT OSBORN PRESIDENT 1.00 0 0 0 SHELLEY LOMBARDO EXECUTIVE COMMITTEE 1.00 0 0 0 TIMOTHY WARD EXECUTIVE COMMITTEE 1.00 0 0 0 KATYA MEEKINS TREASURER 1.00 0 0 0 SCOTT BREZA SECRETARY & GOVERNANCE CHA 1.00 0 0 0 BRIAN MACMILLAN EXECUTIVE COMMITTEE 1.00 0 0 0 MICHAEL REID POWER OF FIVE CHAIR 1.00 0 0 0 TARA BRUMMEL EVENTS COMMITTEE CHAIR 1.00 0 0 0 MICAH DAMARECK SPONSORSHIP CHAIR 1.00 0 0 0 ERIK MOORE EMERGING PROFESSIONALS CHA 1.00 0 0 0 STUART WELSH AFFINITY CHAIR 1.00 0 0 0 ALEXANDER ROESNER MEMBERSHIP CHAIR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 KATYA MEEKINS 425 ST PAUL PLACE BALTIMORE MD 21202 4102419842 0 0 0 0 0 0 0 HOLIDAY PARTY 5970 5970 4850 1791 9 23895 23895 17463 7169 29865 29865 22313 8960 31273 -1408 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: . AMOUNT: 4,660. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: LICENSING FEES. AMOUNT: 13,276. DESCRIPTION: INSURANCE. AMOUNT: 1,935. DESCRIPTION: BANK FEES. AMOUNT: 2,306. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 49. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,094. TOTAL TO FORM 990-EZ, LINE 16: 18,660. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 130,114. END OF YEAR AMOUNT: 131,694. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.