PATIENT EXPERIENCE INSTITUTE (EIN 464458914) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JASON WOLF

Phone

8447942797

Tax Period

2024-01-01 to 2024-12-31

PATIENT EXPERIENCE INSTITUTE, founded in 2013, is a small nonprofit in the Health Care sector that reported $315K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 17% operating margin.

Mission

TO PROMOTE HEALTH BY IMPROVING THE PATIENT EXPERIENCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $314,847

Investment Income $0

Other Revenue $0

TOTAL REVENUE $314,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,000

Fundraising Expenses $0

Program Expenses $204,574

Other Expenses $224,145

TOTAL EXPENSES $260,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,847	$280,125	+0.1%
Expenses	$260,145	$277,678	-0.1%
Net Income	$54,702	$2,447	+21.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$36,000

Total Directors

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON WOLF	PRESIDENT	10.00	Officer Director	$36,000	$0	$36,000
LORI GUNTHER	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE ROGERS	TREASURER	1.00	Officer Director	$0	$0	$0
EMILIE BARTOLUCCI	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$314,847	$260,145	$303,514	$54,702
2023	$280,125	$277,678	$248,812	$2,447
2022	$286,497	$222,665	$246,365	$63,832
2021	$236,358	$195,006	$182,533	$41,352
2019	$286,922	$178,426	$148,507	$108,496
2018	$235,195	$163,145	$124,447	$72,050

PATIENT EXPERIENCE INSTITUTE