Civic Intelligence

Patient Experience Institute

EIN 46-4458914 • 501(c)3 • Nashville, TN

Profile

The general purpose of the patient experience institute (pxi) is to promote health by improving the patient experience. The term "patient experience" refers to the sum of all interactions, shaped by an organization's culture, that influence patient perceptions across the continuum of care. Pxi ensures its mission by providing a professional certification in patient experience, providing for the accreditation of continuing education focused on improving patient experience and supporting research opportunities to explore critical means to achieve patient experience improvement.

1831 12th Avenue South 205Nashville, TN 37203

www.pxinstitute.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$36,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$303,514

Up $54,702 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$303,514

Up $54,702 (+22%) from 2023

Revenue

Up

$314,847

Up $34,722 (+12%) from 2023

Expenses

Down

$260,145

Down $17,533 (-6.3%) from 2023

Net Income

Up

$54,702

Up $52,255 (+2135%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2016: $16,442Liabilities 2016: $0Net Assets 2016: $16,4422016Assets 2017: $54,235Liabilities 2017: $96,274Net Assets 2017: -$42,0392017Assets 2018: $124,447Liabilities 2018: $94,436Net Assets 2018: $30,0112018Assets 2019: $148,507Liabilities 2019: $0Net Assets 2019: $148,5072019Assets 2020: $141,505Liabilities 2020: $0Net Assets 2020: $141,5052020Assets 2021: $182,533Liabilities 2021: $0Net Assets 2021: $182,5332021Assets 2022: $246,365Liabilities 2022: $0Net Assets 2022: $246,3652022Assets 2023: $248,812Liabilities 2023: $0Net Assets 2023: $248,8122023Assets 2024: $303,514Liabilities 2024: $0Net Assets 2024: $303,5142024

Highlighted filing

2024

Assets$303,514
Liabilities$0
Net Assets$303,514

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $92,665Expenses 2016: $140,948Net Income 2016: -$48,2832016Revenue 2017: $170,915Expenses 2017: $229,396Net Income 2017: -$58,4812017Revenue 2018: $235,195Expenses 2018: $163,145Net Income 2018: $72,0502018Revenue 2019: $286,922Expenses 2019: $178,426Net Income 2019: $108,4962019Revenue 2020: $191,384Expenses 2020: $198,386Net Income 2020: -$7,0022020Revenue 2021: $236,358Expenses 2021: $195,006Net Income 2021: $41,3522021Revenue 2022: $286,497Expenses 2022: $222,665Net Income 2022: $63,8322022Revenue 2023: $280,125Expenses 2023: $277,678Net Income 2023: $2,4472023Revenue 2024: $314,847Expenses 2024: $260,145Net Income 2024: $54,7022024

Highlighted filing

2024

Revenue$314,847
Expenses$260,145
Net Income$54,702

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.1
Gross Receipts
$314,847
Mission and Program Overview

Mission

The general purpose of the patient experience institute (pxi) is to promote health by improving the patient experience. The term "patient experience" refers to the sum of all interactions, shaped by an organization's culture, that influence patient perceptions across the continuum of care. Pxi ensures its mission by providing a professional certification in patient experience, providing for the accrediatation of continuing education focused on improving patient experience and supporting research opportunities to explore critical means to achieve patient experience improvement.

To promote health by improving the patient experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$248,812$303,514▲ $54,702
Total Assets$248,812$303,514▲ $54,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$248,812$303,514▲ $54,702
Total Net Assets Fund Balance$248,812$303,514▲ $54,702
Total Liabilities and Net Assets / Fund Balance$248,812$303,514▲ $54,702
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jason WolfPresidentPT$36,000$36,000

Board Members and Trustees

NameTitle
Emilie BartolucciDirector
Lori GuntherSecretary
Diane RogersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$314,847
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$54,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,145
Salaries, Compensation, and Employee Benefits$36,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$85,338$28,446-$113,784
Information Technology$80,611--$80,611
Current Officers, Directors, Trustees, and Key Employees$9,000$27,000-$36,000
Office Expenses$13,047$125-$13,172
Travel$1,907--$1,907
Other Expenses$140--$140
Total Functional Expenses$204,574$55,571$0$260,145
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

After completion, a copy of the draft tax return is sent via email to all board members for review. Form 990 is then finalized after any changes received from the board members have been made to the tax return.

Form 990, Part VI, Section C, Line 19

Patient experience institute does not actively make available to the public its governing documents, policies or financial statements. However, all of these are available upon request and on guidestar.

Filing and Contact Details

Filer

Filer Name
Patient Experience Institute
EIN
46-4458914
Phone
8447942797
Address
1831 12TH AVENUE SOUTH 205, NASHVILLE, TN 37203

Signing Officer

Name
Jason Wolf
Title
President
Phone
8447942797
Signed
2025-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Wolf
Formed
2013
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Kraftcpas Pllc
Address
555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228
Preparer
Frances E Leahy
Phone
6152427351
Raw XML Appendix340 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.

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IRS990/Desc0OFFERS CERTIFIED PATIENT EXPERIENCE EXAM TESTING FOR 466 CANDIDATES RESULTING IN 302 PASSING, ACHIEVING THE STATUS OF CPXP. ALSO ADDED CERTIFIED ADMINISTRATOR OF VOLUNTEER SERVICES EXAM FOR 35 CANDIDATES RESULTING IN 25 PASSING, ACHIEVING THE STATUS OF CAVS. ADDITIONAL PATIENT EXPERIENCE, CONTINUING EDUCATION CREDITS WERE OFFERED FOR BOTH TRAINING PROGRAMS AND CONFERENCES. SINCE INCEPTION, ALMOST 1600 INDIVIDUALS NOW HOLD THE DESIGNATION OF CPXP.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm1LORI GUNTHER
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm3EMILIE BARTOLUCCI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt036000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0314847
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt080611
IRS990/InformationTechnologyGrp/TotalAmt080611
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE GENERAL PURPOSE OF THE PATIENT EXPERIENCE INSTITUTE (PXI) IS TO PROMOTE HEALTH BY IMPROVING THE PATIENT EXPERIENCE. THE TERM "PATIENT EXPERIENCE" REFERS TO THE SUM OF ALL INTERACTIONS, SHAPED BY AN ORGANIZATION'S CULTURE, THAT INFLUENCE PATIENT PERCEPTIONS ACROSS THE CONTINUUM OF CARE. PXI ENSURES ITS MISSION BY PROVIDING A PROFESSIONAL CERTIFICATION IN PATIENT EXPERIENCE, PROVIDING FOR THE ACCREDITATION OF CONTINUING EDUCATION FOCUSED ON IMPROVING PATIENT EXPERIENCE AND SUPPORTING RESEARCH OPPORTUNITIES TO EXPLORE CRITICAL MEANS TO ACHIEVE PATIENT EXPERIENCE IMPROVEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0248812
IRS990/NetAssetsOrFundBalancesEOYAmt0303514
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0248812
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0303514
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0125
IRS990/OfficeExpensesGrp/ProgramServicesAmt013047
IRS990/OfficeExpensesGrp/TotalAmt013172
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1140
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IRS990/OtherExpensesGrp/TotalAmt1140
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER COMPLETION, A COPY OF THE DRAFT TAX RETURN IS SENT VIA EMAIL TO ALL BOARD MEMBERS FOR REVIEW. FORM 990 IS THEN FINALIZED AFTER ANY CHANGES RECEIVED FROM THE BOARD MEMBERS HAVE BEEN MADE TO THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATIENT EXPERIENCE INSTITUTE DOES NOT ACTIVELY MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, POLICIES OR FINANCIAL STATEMENTS. HOWEVER, ALL OF THESE ARE AVAILABLE UPON REQUEST AND ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE BERYL INSTITUTE
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0314847
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314847
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248812
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0303514
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01907
IRS990/TravelGrp/TotalAmt01907
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 12TH AVENUE SOUTH 205
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037203
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PXINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08447942797
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATIENT EXPERIENCE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0464458914
ReturnHeader/Filer/PhoneNum08447942797
ReturnHeader/Filer/USAddress/AddressLine1Txt01831 12TH AVENUE SOUTH 205
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620713250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRAFTCPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 GREAT CIRCLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037228
ReturnHeader/PreparerPersonGrp/PhoneNum06152427351
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES E LEAHY
ReturnHeader/ReturnTs02025-04-07T19:41:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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