2025-10-15T14:08:51-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 263896894 PESI INC PESI 7158558120 3839 WHITE AVENUE EAU CLAIRE WI 54703 MICHAEL OLSON EXECUTIVE DIRECTOR 7158558120 2025-10-14 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-07 2024 2025-03-06 01:10:19Z MICHAEL OLSON 3839 WHITE AVENUE EAU CLAIRE WI 54703 97017773 0 X WWW.PESI.COM X 2008 WI TO EDUCATE AND INSTRUCT HEALTH CARE PROFESSIONALS AND THE GENERAL PUBLIC. 5 2 204 125 51365 0 0 250000 83340078 80980012 2466669 6111691 205952 263185 86012699 87604888 673440 569004 0 0 25865825 29783783 0 0 0 45172042 47641553 71711307 77994340 14301392 9610548 146732648 157039851 15310401 11670585 131422247 145369266 X PESI'S MISSION IS TO EDUCATE AND INSTRUCT PROFESSIONALS INCLUDING BUT NOT LIMITED TO THOSE IN THE FIELDS OF MENTAL HEALTH, HEALTH CARE, EDUCATION, AND HUMAN SERVICES IN ALL 50 STATES AND OVER 140 COUNTRIES AROUND THE WORLD. ADDITIONALLY, WE PROVIDE EDUCATION AND CONTENT TO THE GENERAL PUBLIC AROUND MENTAL HEALTH ISSUES.PESI WORKS ALONGSIDE THE FIELD'S LEADING EXPERTS TO CREATE CUTTING EDGE EDUCATIONAL CONTENT STREAMED FROM OUR ONLINE PLATFORM ALONG WITH REAL TIME STREAMING EVENTS. PESI ALSO OFFERS IN-PERSON TRAINING, LARGE-SCALE CONFERENCES, RETREATS, A PROFESSIONAL MAGAZINE, AND BOOKS. ALL OF THIS IS SUPPORTED BY A ROBUST E-COMMERCE AND VIDEO DELIVERY PLATFORM THAT MEETS THE NEEDS OF PROFESSIONALS LOOKING TO OBTAIN CE CREDITS ALONG WITH THE BOARDS THAT OVERSEE THEIR LICENSURE. WE ALSO HELP ENHANCE THE MISSION OF OTHER CHARITABLE ORGANIZATIONS THROUGH BOTH THE UTILIZATION OF OUR TECHNOLOGY SERVICES AND DONATIONS. 0 0 66468683 569004 80980012 PESI INC. PROVIDES CUTTING EDGE CONTINUING EDUCATION TO PROFESSIONALS ACROSS THE NATION. WE WORK ALONGSIDE THE WORLD'S LEADING EXPERTS TO CREATE SEMINARS, CONFERENCES, VIDEOS, AND BOOKS THAT MEET THE NEEDS OF ADULT LEARNERS. ALL OF OUR CONTINUING EDUCATION SEMINARS AND PRODUCTS ENSURE THAT PROFESSIONALS CAN MEET THE CHANGING DEMANDS OF THEIR WORK BY PROVIDING PRACTICAL STRATEGIES, METHODS, AND INTERVENTIONS THEY CAN USE IMMEDIATELY TO IMPROVE THE OUTCOMES OF THEIR CLIENTS.AS A NON-PROFIT ORGANIZATION, OUR MISSION IS TO EDUCATE AND INSTRUCT THE GENERAL PUBLIC, PUBLIC ORGANIZATIONS, PRIVATE INDUSTRY, STUDENTS AND PROFESSIONALS TO ASSIST THEM IN ACQUIRING, DEVELOPING AND ENHANCING THEIR KNOWLEDGE AND SKILLS, AND TO ASSIST OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN THE CONDUCT OF SIMILAR ACTIVITIES. YOU CAN ATTEND ONE OF OUR LIVE SEMINARS NATIONWIDE. WE HAVE A ROBUST CONTINUING EDUCATION LIBRARY AVAILABLE, WHERE YOU CAN ACCESS OUR PRODUCTS AND DIGITAL LIBRARY ANYWHERE IN THE WORLD AT ANY TIME YOU NEED NEW INFORMATION TO HELP YOUR CLIENTS OR IF YOU HAVE A CREDIT DEADLINE LOOMING.LOCATED IN EAU CLAIRE, WI, PESI EMPLOYS AROUND 200 EMPLOYEES DEDICATED TO PRODUCING THE HIGHEST QUALITY EVENTS AND PRODUCTS. WE ARE SO CONFIDENT IN THE QUALITY OF OUR EVENTS AND PRODUCTS THAT WE STAND BEHIND THEM WITH A 100% SATISFACTION GUARANTEE. CHANCES ARE, THE PEOPLE YOU STUDIED IN GRADUATE SCHOOL AND THE AUTHOR OF THE LATEST PROFESSIONAL BOOK YOU READ, HAVE CONTINUING EDUCATION OFFERINGS THROUGH US. WE ARE ALSO PROUD PARTNERS WITH MANY OF THE NATION'S LEADING CONFERENCES, PUBLISHERS, ASSOCIATIONS, AND INSTITUTES TO HELP THEM CONNECT THE LATEST EVIDENCE-BASED CONTENT TO YOU. 66468683 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 1441 0 204 1 1 1 1 AS UK IT 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 1 1 CA IL X KRYSTAL GREGG 7158555222 3839 WHITE AVENUE EAU CLAIRE WI 54703 MICHAEL OLSON EXECUTIVE DIRECTOR/SECRETARY 40.00 X X 778427 0 19773 MIKE CONNER DIRECTOR/PRESIDENT 40.00 X X 577514 0 52629 VICKI PFLIEGER TREASURER 30.00 X X 422659 0 51347 DOUGLAS RICHARDSON VICE PRESIDENT 0.20 X X 7250 0 0 MARK HELLAND DIRECTOR 0.20 X 7420 0 0 MATTHEW MICKELSON VICE PRESIDENT SALES & MARKETING 40.00 X 508525 0 47920 TIFFANY RICHTER VP OF MARKETING 40.00 X 452224 0 47468 ELIZABETH HANUTKE VP OF CS & INTERNATIONAL OPERATIONS 40.00 X 470863 0 17329 TIFFANY HAMPTON VP-IT 40.00 X 393505 0 35572 KRYSTAL GREGG VP OF FINANCE 40.00 X 266185 0 50921 JASON MOSER IT OPERATIONS MANAGER 40.00 X 357147 0 34873 STEVEN WITTIG IT SYSTEMS ANALYST 40.00 X 303155 0 28687 ZACHARY TAYLOR DIRECTOR OF PSYCHOTHERAPY NETWORKER 40.00 X 255686 0 46540 LIVIA KENT EDITOR IN CHIEF 40.00 X 273410 0 23563 JAMES GRIMES DIGITAL MARKETING MANAGER 40.00 X 247740 0 44698 5321710 0 501320 117 0 1 0 PITNEY BOWES PRESORT SERVICES INC PO BOX 809369 CHICAGO IL 60680 POSTAGE/MAILING 7646470 DOCUMATION LLC 1556 INTERNATIONAL DR EAU CLAIRE WI 54701 PRINTING 2513679 TRAUMA RESEARCH FOUNDATION INC PO BOX 83 WEST STOCKBRIDGE MA 02266 SPEAKER/AUTHOR 1927057 MARATHON CONSULTING LLC 4525 COLUMBUS ST STE 200 VIRGINIA BEACH VA 23462 CONSULTING 1660807 GOOGLE 1600 AMPHITHEATRE PKWY MOUNTAIN VIEW CA 94043 PPC/ADVERTISING 1405961 37 250000 250000 250000 EDUCATION ACTIVITIES AND PRODUCTS 611430 80980012 80980012 80980012 4198475 4198475 11326101 9412885 1913216 1913216 1913216 CREDIT CARD REBATE 900099 109817 109817 ADVERTISING REVENUE 900099 42004 42004 TRAVEL COMMISSION REVENUE 561500 9361 9361 102003 102003 263185 87604888 80980012 51365 6323511 545004 545004 24000 24000 4207531 841506 3366025 20239732 16174095 4065637 1351849 1163402 188447 2255632 1690018 565614 1729039 1351768 377271 262238 131119 131119 176456 74572 101884 204049 204049 40269 20134 20135 14176632 14176632 3279236 2577674 701562 4801882 4801882 120385 86411 33974 328836 252365 76471 20586134 20586134 2131720 858907 1272813 164168 82084 82084 MAGAZINE EXPENSES 740818 740818 REPAIRS & MAINTENANCE 504535 228576 275959 INCOME TAXES 1031 1031 123164 61582 61582 77994340 66468683 11525657 0 1324100 1501518 28839088 31543761 835245 1125834 283140 245748 2372850 1506339 20781347 5485684 12144423 15295663 88497186 98014825 1881599 2611352 10555017 5194811 146732648 157039851 7321787 8404221 2975225 3266364 5013389 0 15310401 11670585 X 131422247 145369266 131422247 145369266 146732648 157039851 X 9610548 4638741 -319940 17670 X 0 1 X 1 0 X 1754200 250000 2004200 38028912 73536422 75978418 83340078 80980012 351863842 4737 46176 252652 205952 211820 721337 38033649 75336798 76231070 83546030 81441832 354589379 250000 250000 0 250000 250000 354339379 647808 1913583 1721477 2809045 4198475 11290388 647808 1913583 1721477 2809045 4198475 11290388 122821 122821 38681457 77373202 77952547 86355075 85640307 366002588 0.96810 0.96190 0.03080 0.03780 X PART III, SHORT YEAR EXPLANATION: PESI, INC. HAD A SHORT YEAR IN 2020 AS THEY CHANGED THEIR FISCAL YEAR END FROM 6/30 TO 12/31. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5226365 319387 4906978 1125302 1125302 0 14375272 3986587 10388685 54408 54408 0 15295663 X PART X, LINE 2: IN EVALUATING THE TAX BENEFITS ASSOCIATED WITH THE VARIOUS FILING POSITIONS, THE ORGANIZATION RECORDS A TAX LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS. ADJUSTMENTS ARE MADE TO THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE PERIOD THE ORGANIZATION DETERMINES THE ISSUE TO BE EFFECTIVELY SETTLED WITH THE TAX AUTHORITIES, THE STATUTE OF LIMITATIONS EXPIRES FOR THE RETURN CONTAINING THE TAX POSITION, OR WHEN MORE INFORMATION BECOMES AVAILABLE. ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WOULD BE RECORDED AS INCOME TAX EXPENSE. THE EFFECTIVE TAX RATE OF THE ORGANIZATION IS WELL BELOW THE FEDERAL STATUTORY RATES AS THE MAJORITY OF THE REVENUE IS CLASSIFIED AS TAX-EXEMPT. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 2 4 PROGRAM SERVICES EDUCATION ACTIVITIES & PRODUCTS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 2 PROGRAM SERVICES EDUCATION ACTIVITIES & PRODUCTS 3 6 0 0 3 6 0 0 0 0 0 1 0 0 0 1 EAU CLAIRE COUNTY HUMANE ASSOCIATION 3900 OLD TOWN HALL RD EAU CLAIRE WI 54701 396125537 501(C)(3) 167000 0 GENERAL SUPPORT CHIPPEWA COUNTY TREASURER 711 N BRIDGE ST CHIPPEWA FALLS WI 54729 GOV 33516 0 BODY CAM FUNDING TRAUMA RESEARCH FOUNDATION 117 KENDRICK ST STE 300 NEEDHAM MA 02494 824265340 501(C)(3) 15000 0 GENERAL SUPPORT CITY OF EAU CLAIRE PO BOX 1087 EAU CLAIRE WI 54702 GOV 116723 0 ECPD/ECSO VIDEO SYSTEM AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 530196605 501(C)(3) 10000 0 GENERAL SUPPORT THE UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)(3) 125000 0 GENERAL SUPPORT PABLO CENTER AT THE CONFLUENCE 128 GRAHAM AVENUE EAU CLAIRE WI 54701 455405233 501(C)(3) 35000 0 GENERAL SUPPORT 7 0 SCHOLARSHIPS 11 24000 PART I, LINE 2: PESI RECEIVES MANY INQUIRIES FOR DONATIONS THAT ARE REVIEWED BY PESI LEADERS AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL FOR LARGE AMOUNTS. PESI ALSO OFFERS SCHOLARSHIPS UPON REVIEW AND APPROVAL OF APPLICATIONS FOR COLLEGE STUDENTS, WHO THEN MUST SUBMIT PROOF OF CLASSES AND A 3.0 GPA OR HIGHER, BEFORE RECEIVING SCHOLARSHIP FUNDS. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL OLSON EXECUTIVE DIRECTOR/SECRETARY 512742 0 265685 0 0 0 18328 0 1445 0 798200 0 0 0 MIKE CONNER DIRECTOR/PRESIDENT 312186 0 265328 0 0 0 20700 0 31929 0 630143 0 0 0 MATTHEW MICKELSON VICE PRESIDENT SALES & MARKETING 348840 0 159685 0 0 0 18250 0 29670 0 556445 0 0 0 TIFFANY RICHTER VP OF MARKETING 303703 0 148521 0 0 0 16202 0 31266 0 499692 0 0 0 ELIZABETH HANUTKE VP OF CS & INTERNATIONAL OPERATIONS 325000 0 145863 0 0 0 15884 0 1445 0 488192 0 0 0 VICKI PFLIEGER TREASURER 263559 0 159100 0 0 0 19518 0 31829 0 474006 0 0 0 TIFFANY HAMPTON VP-IT 275518 0 117987 0 0 0 19027 0 16545 0 429077 0 0 0 JASON MOSER IT OPERATIONS MANAGER 227582 0 129565 0 0 0 18028 0 16845 0 392020 0 0 0 STEVEN WITTIG IT SYSTEMS ANALYST 181078 0 122077 0 0 0 18587 0 10100 0 331842 0 0 0 KRYSTAL GREGG VP OF FINANCE 181957 0 84228 0 0 0 16603 0 34318 0 317106 0 0 0 ZACHARY TAYLOR DIRECTOR OF PSYCHOTHERAPY NETWORKER 167952 0 87734 0 0 0 16058 0 30482 0 302226 0 0 0 LIVIA KENT EDITOR IN CHIEF 178591 0 94819 0 0 0 16728 0 6835 0 296973 0 0 0 JAMES GRIMES DIGITAL MARKETING MANAGER 166726 0 81014 0 0 0 15474 0 29224 0 292438 0 0 0 MIKE CONNER DIRECTORBOARD PRESIDE MAJORITY OWNER OF TBG HOLDINGS, LLC 4976365 THE ORGANIZATION AND PURCHASED THE BUILDING AND TERMINATED THE REMAINING LEASE FROM MIKE CONNER, PRESIDENT, THAT THE ORGANIZATION HAD BEEN OPERATING OUT OF HISTORICALLY. THE TRANSACTION OCCURRED IN 2024 FOR $4,976,365. AN INDEPENDENT APPRAISAL AND VOTE BY THE BOARD OCCURRED PRIOR TO THE TRANSACTION. 0 MIKE CONNER DIRECTORBOARD PRESIDE MAJORITY OWNER OF TBG HOLDINGS, LLC 35034 OFFICE SPACE LEASE 0 X 1 250000 APPRAISAL 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION ONLY HAS ONE CONTRIBUTOR TO REPORT FOR SCHEDULE M AND KEPT RECORDS OF APPRAISAL ON THE SPECIFIC GIFT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE BOARD ARE PROVIDED A COPY OF THE FORM 990 FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE PRESIDENT OR VICE PRESIDENT SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS REVIEWED BY THE BOARD AND COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN RELATED PARTY RECEIVABLE 17,670. 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