Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Patient Experience Institute
990EZ • Fiscal year 2016 • EIN 46-4458914
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$16,442
No earlier filing loaded for comparison.
Net Assets
$16,442
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$92,665
No earlier filing loaded for comparison.
Expenses
$140,948
No earlier filing loaded for comparison.
Net Income
-$48,283
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Dec 10, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $92,665
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.
The general the 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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| (1) The first two windows of Certified Patient Experience Exams were offered. 224 CPXP certification candidates tested and were eligible to receive scores in 2016. 175 candidates passed the exam, achieving the status of CPXP. | $0 | $80,276 |
| (2) Initial efforts to offer Patient Experience Continuing Education Credits (PXEs) were launched with numerous programs offering credits for both training programs and conferences. (expenses all combined with efforts to support CPXP program) | $0 | $0 |
| (3) Research grant efforts were supported in conjunction with The Beryl Institute to encourage research on improving patient experience. 15 grants were offered and funded by The Beryl Institute. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jason Wolf | President | PT | $0 | - | - |
| Paul Spiegelman | Vice President | - | $0 | - | - |
| Mary Malone | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Patient Experience Institute
- EIN
- 46-4458914
- Phone
- 8447942797
- Address
- 2817 West End Avenue Suite 126-205, Nashville, TN 37203
Signing Officer
- Name
- Jason Wolf
- Title
- President
- Phone
- 8447942797
- Signed
- 2017-12-10
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Advertising and promotional charges. Communications charges for webinar platforms. Taxes and bank charges.”
Form 990-EZ, Part I, Line 20
“Deferred revenues for 2017 examination period associated with April testing window. Shows in our final cash number as reported in our bank records, but not associated on our books until 2017.”
Raw XML Appendix158 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jason Wolf |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8447942797 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2817 West End Avenue Suite 126-205 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Nashville |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37203 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 37340 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16442 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -48283 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 120022 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 37340 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 16442 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 92665 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 37340 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16442 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 37340 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16442 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jason Wolf |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Paul Spiegelman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Mary Malone |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 27385 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 19369 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The general the 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1557 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 92665 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | (1) The first two windows of Certified Patient Experience Exams were offered. 224 CPXP certification candidates tested and were eligible to receive scores in 2016. 175 candidates passed the exam, achieving the status of CPXP. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | (2) Initial efforts to offer Patient Experience Continuing Education Credits (PXEs) were launched with numerous programs offering credits for both training programs and conferences. (expenses all combined with efforts to support CPXP program) |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | (3) Research grant efforts were supported in conjunction with The Beryl Institute to encourage research on improving patient experience. 15 grants were offered and funded by The Beryl Institute. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 80276 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | DC |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 1 | TN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 140948 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 80276 |
| IRS990EZ/TotalRevenueAmt | 0 | 92665 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.pxinstitute.org/ |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 92665 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 88315 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 180980 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 180980 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 92665 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 88315 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 180980 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 92665 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 88315 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 180980 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and promotional charges. Communications charges for webinar platforms. Taxes and bank charges. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Deferred revenues for 2017 examination period associated with April testing window. Shows in our final cash number as reported in our bank records, but not associated on our books until 2017. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 20 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | With apologies our 2016 filing is late by an oversight of our team. I personally have handled the filing annually in our first two tax years 2014 and 2015 in a timely fashion, but the events of this year and in the time allotted to working this issue created a clear mistake on my part in which I thought files were completed that were not. I was not aware of this miss until the notification we received from the IRS dated 11/13/2017 and have promptly worked to ensure full and forthright completion of this filing. This delay was in no means an attempt to miss filing, but rather user error, a first and last time mistake and for this reason I also request abatement of any penalties. You will see we are a small organization with limited resources still in the start up phase, using part time staff, but having a positive and significant impact on healthcare in our short organizational life with 100s of individuals engaging in our work and taking the patient experience improvement skill set and expertise to healthcare systems across the country. A financial penalty would put the organization in jeopardy overall. I am also submitting a full written explanation as well in submitting these filed returns in the required response form included in the notification. I appreciate your understanding in this matter. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jason Wolf |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8447942797 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-12-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PATIENT EXPERIENCE INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PATI |
| ReturnHeader/Filer/EIN | 0 | 464458914 |
| ReturnHeader/Filer/PhoneNum | 0 | 8447942797 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2817 West End Avenue Suite 126-205 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Nashville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37203 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 76.122.237.44 |
| ReturnHeader/ReturnTs | 0 | 2017-12-11T01:07:42-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $16,442
- Liabilities
- $0
- Net assets
- $16,442
- Revenue
- $92,665
- Expenses
- $140,948
- Net income
- -$48,283