Civic Intelligence

Patient Experience Institute

990EZ • Fiscal year 2017 • EIN 46-4458914

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1831 12th Avenue South No 205Nashville, TN 37203

(844) 794-2797

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.78x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

230%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$54,235

Up $37,793 (+230%) from 2016

Net Assets

Down

-$42,039

Down $58,481 (-356%) from 2016

Liabilities

Up

$96,274

Up $96,274 from 2016

Revenue

Up

$170,915

Up $78,250 (+84%) from 2016

Expenses

Up

$229,396

Up $88,448 (+63%) from 2016

Net Income

Down

-$58,481

Down $10,198 (-21%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$54,235
Liabilities$96,274
Net Assets-$42,039

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$170,915
Expenses$229,396
Net Income-$58,481
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$170,915
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.

Program Services

DescriptionGrantsExpenses
OFFERS CERTIFIED PATIENT EXPERIENCE EXAM TESTING FOR 294 CANDIDATES RESULTING IN 242 PASSING, ACHIEVING THE STATUS OF CPXP. IN ADDITION, PATIENT EXPERIENCE CONTINUING EDUCATION CREDIT PROGRAMS WERE OFFERED FOR BOTH TRAINING PROGRAMS AND CONFERENCES. SINCE INCEPTION 686 INDIVIDUALS NOW HOLD THE DESIGNATION OF CPXP WITH AN OVERALL PASS RATE OF 80%.$0$223,270
PX POLICY FORUM IS A GROUP THAT GATHERS TO UNDERSTAND AND DISCUSS HEALTHCARE POLICY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON WOLFPresidentPT$0--
PAUL SPIEGELMANVice President-$0--
MARY MALONESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Patient Experience Institute
EIN
46-4458914
Phone
8447942797
Address
1831 12TH AVENUE SOUTH NO 205, NASHVILLE, TN 37203

Signing Officer

Name
Jason Wolf
Title
President
Phone
8447942797
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kraftcpas Pllc
Address
555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228
Preparer
Ken Youngstead
Phone
6152427351
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: tbi credits. Amount: 2,554.

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

Description: advertising. Amount: 3,652. Description: office expense . Amount: 232. Description: bank and other fees. Amount: 1,394. Description: taxes & licenses. Amount: 20. Description: travel and meals. Amount: 3,219. Description: exam and implementation costs. Amount: 112,123. Total to form 990-ez, line 16: 120,640.

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

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 33,693.

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

Description: accrued liabilities. Beg. Of year amount: 0. End of year amount: 2,000. Description: cpxp deferred examination fees. Beg. Of year amount: 0. End of year amount: 16,021. Description: due jason wolf. Beg. Of year amount: 0. End of year amount: 375. Description: due the beryl institute, llc. Beg. Of year amount: 0. End of year amount: 77,878.

Raw XML Appendix160 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/BusinessNameLine1Txt0JASON WOLF
IRS990EZ/BooksInCareOfDetail/PhoneNum02026507491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01831 12TH AVENUE SOUTH 205
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-58481
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016442
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054235
IRS990EZ/GrossReceiptsAmt0170915
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-42039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-42039
IRS990EZ/OccupancyRentUtltsAndMaintAmt0996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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/PersonNm0JASON WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SPIEGELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033693
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120640
IRS990EZ/OtherRevenueTotalAmt02554
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt05435
IRS990EZ/ProgramServiceRevenueAmt0138361
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFERS CERTIFIED PATIENT EXPERIENCE EXAM TESTING FOR 294 CANDIDATES RESULTING IN 242 PASSING, ACHIEVING THE STATUS OF CPXP. IN ADDITION, PATIENT EXPERIENCE CONTINUING EDUCATION CREDIT PROGRAMS WERE OFFERED FOR BOTH TRAINING PROGRAMS AND CONFERENCES. SINCE INCEPTION 686 INDIVIDUALS NOW HOLD THE DESIGNATION OF CPXP WITH AN OVERALL PASS RATE OF 80%.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PX POLICY FORUM IS A GROUP THAT GATHERS TO UNDERSTAND AND DISCUSS HEALTHCARE POLICY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0223270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1DC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt096274
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0229396
IRS990EZ/TotalProgramServiceExpensesAmt0223270
IRS990EZ/TotalRevenueAmt0170915
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PXINSTITUTE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0149765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt088315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0330745
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02245
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02245
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0360745
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0179765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088315
IRS990ScheduleA/Total509Grp/TotalAmt0360745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088315
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0362990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TBI CREDITS. AMOUNT: 2,554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 3,652. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 232. DESCRIPTION: BANK AND OTHER FEES. AMOUNT: 1,394. DESCRIPTION: TAXES & LICENSES. AMOUNT: 20. DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 3,219. DESCRIPTION: EXAM AND IMPLEMENTATION COSTS. AMOUNT: 112,123. TOTAL TO FORM 990-EZ, LINE 16: 120,640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 33,693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000. DESCRIPTION: CPXP DEFERRED EXAMINATION FEES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 16,021. DESCRIPTION: DUE JASON WOLF. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 375. DESCRIPTION: DUE THE BERYL INSTITUTE, LLC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 77,878.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08447942797
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATIENT EXPERIENCE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0464458914
ReturnHeader/Filer/PhoneNum08447942797
ReturnHeader/Filer/USAddress/AddressLine1Txt01831 12TH AVENUE SOUTH NO 205
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0521210C392A7CDD4465CFC64E8D813589F681029
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0572DC34321C8E55952FE6A1E0B7461300318CAEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.86.221.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:57:29
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/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN YOUNGSTEAD
ReturnHeader/ReturnTs02018-11-14T15:09:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings