Civic Intelligence

Institute for Performance Excellence

EIN 45-2508931 • 501(c)6 • Los Angeles, CA

Profile

Provide educational services to healthcare organizations to improve operations.

515 S Figueroa St No 1300Los Angeles, CA 90071

www.jship.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.00x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

70%

Higher net margin than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

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.

501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-68%

Faster asset growth than 11% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-96%

Faster revenue growth than 4% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$90,936

Down $191,455 (-68%) from 2013

Liabilities

Down

$33,293

Down $296,688 (-90%) from 2013

Net Assets

Up

$57,643

Up $105,233 (+221%) from 2013

Operations
Liabilities / Revenue97th percentileNet Margin98th percentile

Revenue

Down

$33,410

Down $803,926 (-96%) from 2013

Expenses

Down

$9,861

Down $888,816 (-99%) from 2013

Net Income

Up

$23,549

Up $84,890 (+138%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2012: $251,170Liabilities 2012: $237,419Net Assets 2012: $13,7512012Assets 2013: $282,391Liabilities 2013: $329,981Net Assets 2013: -$47,5902013Assets 2014: $90,936Liabilities 2014: $33,293Net Assets 2014: $57,6432014

Highlighted filing

2014

Assets$90,936
Liabilities$33,293
Net Assets$57,643
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $371,662Expenses 2012: $357,911Net Income 2012: $13,7512012Revenue 2013: $837,336Expenses 2013: $898,677Net Income 2013: -$61,3412013Revenue 2014: $33,410Expenses 2014: $9,861Net Income 2014: $23,5492014

Highlighted filing

2014

Revenue$33,410
Expenses$9,861
Net Income$23,549
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,936
Liabilities
$33,293
Net assets
$57,643
Revenue
$33,410
Expenses
$9,861
Net income
$23,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.33$0.58$0.33$0.10$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$3.30$0.48$8.37$8.99$0.61
2012Summary only. Only limited summary data is available for this year.$2.51$2.37$0.14$3.72$3.58$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$33,410
Mission and Program Overview

Mission

Provide educational services to healthcare organizations to improve operations.

Program Services

DescriptionGrantsExpenses
THE INSTITUTE FOR PERFORMANCE EXCELLENCE (IPE), A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED IN 2011, PROVIDES COMPREHENSIVE PROFESSIONAL DEVELOPMENT AND SUPPORT PROGRAMS ENABLING LEAN HEALTHCARE PROFESSIONALS TO FURTHER DEVELOP AND ENHANCE THEIR SKILLS IN PERFORMANCE IMPROVEMENT.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAMBLE MARK SCEO-$0--
TWOMEY SCOTTCFO-$0--
BARBER JAMES DChairman-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Performance Excellence
EIN
45-2508931
Phone
2135380756
Address
515 S FIGUEROA ST NO 1300, LOS ANGELES, CA 90071

Signing Officer

Name
Scott Twomey
Title
CFO
Phone
2135380756
Signed
2015-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
3121 WEST MARCH LANE SUITE 100, STOCKTON, CA 95219
Preparer
Tracy Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative and facilities. Amount: 9,861.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 9,261. End of year amount: 560.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable and accrued expenses. Beg. Of year amount: 96,953. End of year amount: 33,293.”

Raw XML Appendix106 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT TWOMEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02135380756
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0515 S FIGUEROA ST SUITE 1300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121786
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt023549
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0131047
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090936
IRS990EZ/GrossReceiptsAmt033410
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034094
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034094
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GAMBLE MARK S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TWOMEY SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBER JAMES D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09261
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0560
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09861
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SERVICES TO HEALTHCARE ORGANIZATIONS TO IMPROVE OPERATIONS.
IRS990EZ/ProgramServiceRevenueAmt033410
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE INSTITUTE FOR PERFORMANCE EXCELLENCE (IPE), A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED IN 2011, PROVIDES COMPREHENSIVE PROFESSIONAL DEVELOPMENT AND SUPPORT PROGRAMS ENABLING LEAN HEALTHCARE PROFESSIONALS TO FURTHER DEVELOP AND ENHANCE THEIR SKILLS IN PERFORMANCE IMPROVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd01
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt096953
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt033293
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt09861
IRS990EZ/TotalRevenueAmt033410
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JSHIP.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE AND FACILITIES. AMOUNT: 9,861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,261. END OF YEAR AMOUNT: 560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 96,953. END OF YEAR AMOUNT: 33,293.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT TWOMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02135380756
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR PERFORMANCE EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0452508931
ReturnHeader/Filer/PhoneNum02135380756
ReturnHeader/Filer/USAddress/AddressLine1Txt0515 S FIGUEROA ST NO 1300
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03121 WEST MARCH LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099556100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY PAGLIA
ReturnHeader/ReturnTs02015-11-09T17:21:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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