PESI INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PESI INC (EIN 26-3896894)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202632589349300108
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T06:32:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 220 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263896894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESI INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PESI | BusinessNameControlTxt |
| Phone | 7158558120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WHITE AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL OLSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7158558120 | PhoneNum |
| Signature | 2026-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL OLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WHITE AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,918,678 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PESI.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE AND INSTRUCT HEALTH CARE PROFESSIONALS AND THE GENERAL PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $46,564 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $250,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,980,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $73,277,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,111,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,499,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,185 | PYOtherRevenueAmt |
| CY Other Revenue | $141,956 | CYOtherRevenueAmt |
| PY Total Revenue | $87,604,888 | PYTotalRevenueAmt |
| CY Total Revenue | $77,918,678 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $569,004 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $112,828 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,783,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,437,402 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,641,553 | PYOtherExpensesAmt |
| CY Other Expenses | $44,546,642 | CYOtherExpensesAmt |
| PY Total Expenses | $77,994,340 | PYTotalExpensesAmt |
| CY Total Expenses | $70,096,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,610,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,821,806 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $157,039,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,436,396 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,670,585 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,448,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,369,266 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $163,988,012 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $57,622,171 | ExpenseAmt |
| Grant | $112,828 | GrantAmt |
| Revenue | $73,277,626 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $57,622,171 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1428 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 207 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRYSTAL GREGG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7158555222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WHITE AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL OLSON | ||||||||
| EXECUTIVE DIRECTOR/SECRETARY | 40.00 | Yes (X) | Yes (X) | $956,152 | $0 | $22,445 | ||
| MIKE CONNER | ||||||||
| DIRECTOR/PRESIDENT | 40.00 | Yes (X) | Yes (X) | $586,922 | $0 | $54,783 | ||
| VICKI PFLIEGER | ||||||||
| TREASURER | 30.00 | Yes (X) | Yes (X) | $255,204 | $0 | $46,234 | ||
| DOUGLAS RICHARDSON | ||||||||
| VICE PRESIDENT | 0.20 | Yes (X) | Yes (X) | $2,621 | $0 | $0 | ||
| MARK HELLAND | ||||||||
| DIRECTOR | 0.20 | Yes (X) | $2,471 | $0 | $0 | |||
| MATTHEW MICKELSON | ||||||||
| VICE PRESIDENT SALES & MARKETING | 40.00 | $619,176 | $0 | $49,063 | Yes (X) | |||
| TIFFANY RICHTER | ||||||||
| VP OF MARKETING | 40.00 | $542,483 | $0 | $52,017 | Yes (X) | |||
| ELIZABETH HANUTKE | ||||||||
| VP OF CS & INTERNATIONAL OPERATIONS | 40.00 | $569,018 | $0 | $17,730 | Yes (X) | |||
| TIFFANY HAMPTON | ||||||||
| VP-IT | 40.00 | $442,860 | $0 | $34,718 | Yes (X) | |||
| KRYSTAL GREGG | ||||||||
| VP OF FINANCE | 40.00 | $346,792 | $0 | $54,575 | Yes (X) | |||
| JASON MOSER | ||||||||
| IT OPERATIONS MANAGER | 40.00 | $312,168 | $0 | $34,516 | Yes (X) | |||
| ZACHARY TAYLOR | ||||||||
| DIRECTOR OF PSYCHOTHERAPY NETWORKER | 40.00 | $252,079 | $0 | $45,988 | Yes (X) | |||
| LIVIA KENT | ||||||||
| EDITOR IN CHIEF | 40.00 | $244,070 | $0 | $46,943 | Yes (X) | |||
| JAMES GRIMES | ||||||||
| DIGITAL MARKETING MANAGER | 40.00 | $239,913 | $0 | $45,572 | Yes (X) | |||
| STEVEN WITTIG | ||||||||
| IT SYSTEMS ANALYST | 40.00 | $251,507 | $0 | $25,665 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,623,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $530,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | PPC/ADVERTISING | $4,891,540 |
| PITNEY BOWES PRESORT SERVICES | |||||
| PO BOX 809369 | CHICAGO | IL | 60680 | POSTAGE/MAILING | $4,252,173 |
| MARATHON CONSULTING LLC | |||||
| 4525 COLUMBUS ST SUITE 200 | VIRGINIA BEACH | VA | 23462 | CONSULTING | $2,571,252 |
| TRAUMA RESEARCH FOUNDATION INC | |||||
| PO BOX 83 | WEST STOCKBRIDGE | MA | 02266 | SPEAKER/AUTHOR | $1,391,038 |
| WALSWORTH PUBLISHING COMPANY | |||||
| 306 N KANSAS AVE | MARCELINE | MO | 64658 | PRINTING | $1,217,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION ACTIVITIES AND PRODUCTS | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $73,277,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,277,626 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $73,277,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,499,096 | TotalRevenueColumnAmt |
| Exclusion | $4,499,096 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CREDIT CARD REBATE | 900099 | $84,079 | $84,079 | |
| ADVERTISING REVENUE | 900099 | $28,150 | $28,150 | |
| TRAVEL COMMISSION REVENUE | 561500 | $18,414 | $18,414 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,313 | TotalRevenueColumnAmt |
| Exclusion | $11,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $141,956 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,918,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,277,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,564 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,594,488 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,828 | TotalAmt |
| Program Services | $90,828 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Program Services | $22,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,655,262 | TotalAmt |
| Program Services | $931,053 | ProgramServicesAmt |
| Management And General | $3,724,209 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,589,341 | TotalAmt |
| Program Services | $13,177,929 | ProgramServicesAmt |
| Management And General | $3,411,412 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132,742 | TotalAmt |
| Program Services | $992,832 | ProgramServicesAmt |
| Management And General | $139,910 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,327 | TotalAmt |
| Program Services | $1,256,600 | ProgramServicesAmt |
| Management And General | $295,727 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,730 | TotalAmt |
| Program Services | $1,180,880 | ProgramServicesAmt |
| Management And General | $326,850 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,618 | TotalAmt |
| Program Services | $454,309 | ProgramServicesAmt |
| Management And General | $454,309 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,457 | TotalAmt |
| Program Services | $95,413 | ProgramServicesAmt |
| Management And General | $129,044 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,492 | TotalAmt |
| Management And General | $219,492 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,322 | TotalAmt |
| Program Services | $14,661 | ProgramServicesAmt |
| Management And General | $14,661 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,301,820 | TotalAmt |
| Program Services | $10,301,820 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,771,053 | TotalAmt |
| Program Services | $3,003,000 | ProgramServicesAmt |
| Management And General | $768,053 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,647,557 | TotalAmt |
| Program Services | $4,647,557 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,629 | TotalAmt |
| Program Services | $95,086 | ProgramServicesAmt |
| Management And General | $40,543 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,214 | TotalAmt |
| Program Services | $337,805 | ProgramServicesAmt |
| Management And General | $94,409 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,160,195 | TotalAmt |
| Program Services | $18,160,195 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,292,960 | TotalAmt |
| Program Services | $977,836 | ProgramServicesAmt |
| Management And General | $1,315,124 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,746 | TotalAmt |
| Program Services | $81,373 | ProgramServicesAmt |
| Management And General | $81,373 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEGAL SETTLEMENT | $2,100,000 | $1,050,000 | $1,050,000 |
| REPAIRS & MAINTENANCE | $707,662 | $318,935 | $388,727 |
| MAGAZINE EXPENSES | $412,116 | $412,116 | |
| INCOME TAXES | $915 | $915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,886 | TotalAmt |
| Program Services | $19,943 | ProgramServicesAmt |
| Management And General | $19,943 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,096,872 | TotalAmt |
| Program Services | $57,622,171 | ProgramServicesAmt |
| Management And General | $12,474,701 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,518 | BOYAmt |
| EOY | $2,289,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,543,761 | BOYAmt |
| EOY | $31,541,488 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,834 | BOYAmt |
| EOY | $1,028,178 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,748 | BOYAmt |
| EOY | $166,956 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,339 | BOYAmt |
| EOY | $2,804,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,781,347 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,585,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,295,663 | BOYAmt |
| EOY | $13,196,347 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,014,825 | BOYAmt |
| EOY | $118,193,358 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,611,352 | BOYAmt |
| EOY | $2,236,367 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,194,811 | BOYAmt |
| EOY | $4,980,578 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,039,851 | BOYAmt |
| EOY | $176,436,396 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,404,221 | BOYAmt |
| EOY | $7,100,381 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,266,364 | BOYAmt |
| EOY | $3,248,003 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,100,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,670,585 | BOYAmt |
| EOY | $12,448,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,369,266 | BOYAmt |
| EOY | $163,988,012 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,369,266 | BOYAmt |
| EOY | $163,988,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,039,851 | BOYAmt |
| EOY | $176,436,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,821,806 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,796,940 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,754,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $250,000 | CurrentTaxYearMinus1YearAmt |
| Total | $2,004,200 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,536,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,978,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,340,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,980,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,277,626 | CurrentTaxYearAmt |
| Total | $387,112,556 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $252,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,392 | CurrentTaxYearAmt |
| Total | $811,992 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,336,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,231,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,546,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,441,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,373,018 | CurrentTaxYearAmt |
| Total | $389,928,748 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $250,000 | CurrentTaxYearMinus1YearAmt |
| Total | $250,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $250,000 | CurrentTaxYearMinus1YearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $389,678,748 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,913,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,721,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,809,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,198,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,499,096 | CurrentTaxYearAmt |
| Total | $15,141,676 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,913,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,721,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,809,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,198,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,499,096 | CurrentTaxYearAmt |
| Total | $15,141,676 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,821 | CurrentTaxYearMinus4YearsAmt |
| Total | $122,821 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,373,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,952,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,355,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,640,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,872,114 | CurrentTaxYearAmt |
| Total | $405,193,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96810 | PublicSupportPY509Pct |
| Investment Income CY | 0.03740 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,226,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $667,808 | DepreciationAmt |
| Book Value | $4,558,557 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,125,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,125,302 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,375,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,737,482 | DepreciationAmt |
| Book Value | $8,637,790 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,408 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,196,347 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGAL SETTLEMENT LIABILITY | Desc |
| Amt | $2,100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,100,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| CHIPPEWA COUNTY TREASURER | ||||||||
| 711 N BRIDGE ST | CHIPPEWA FALLS | WI | 54729 | GOV | $33,516 | $0 | BODY CAM FUNDING | |
| PABLO CENTER AT THE CONFLUENCE | ||||||||
| 128 GRAHAM AVENUE | EAU CLAIRE | WI | 54701 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | 455405233 |
| YMCA OF THE CHIPPEWA VALLEY | ||||||||
| 611 JEFFERSON AVE | CHIPPEWA FALLS | WI | 54729 | 501(C)(3) | $5,000 | $0 | GENERAL SUPPORT | 390806351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $22,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL OLSON | ||||||||||||||
| EXECUTIVE DIRECTOR/SECRETARY | $725,000 | $0 | $231,152 | $0 | $0 | $0 | $21,000 | $0 | $1,445 | $0 | $978,597 | $0 | $0 | $0 |
| MATTHEW MICKELSON | ||||||||||||||
| VICE PRESIDENT SALES & MARKETING | $488,647 | $0 | $130,529 | $0 | $0 | $0 | $18,429 | $0 | $30,634 | $0 | $668,239 | $0 | $0 | $0 |
| MIKE CONNER | ||||||||||||||
| DIRECTOR/PRESIDENT | $435,014 | $0 | $151,908 | $0 | $0 | $0 | $21,000 | $0 | $33,783 | $0 | $641,705 | $0 | $0 | $0 |
| TIFFANY RICHTER | ||||||||||||||
| VP OF MARKETING | $413,174 | $0 | $129,309 | $0 | $0 | $0 | $19,379 | $0 | $32,638 | $0 | $594,500 | $0 | $0 | $0 |
| ELIZABETH HANUTKE | ||||||||||||||
| VP OF CS & INTERNATIONAL OPERATIONS | $450,000 | $0 | $119,018 | $0 | $0 | $0 | $16,285 | $0 | $1,445 | $0 | $586,748 | $0 | $0 | $0 |
| TIFFANY HAMPTON | ||||||||||||||
| VP-IT | $345,463 | $0 | $97,397 | $0 | $0 | $0 | $17,630 | $0 | $17,088 | $0 | $477,578 | $0 | $0 | $0 |
| KRYSTAL GREGG | ||||||||||||||
| VP OF FINANCE | $263,648 | $0 | $83,144 | $0 | $0 | $0 | $18,387 | $0 | $36,188 | $0 | $401,367 | $0 | $0 | $0 |
| JASON MOSER | ||||||||||||||
| IT OPERATIONS MANAGER | $236,672 | $0 | $75,496 | $0 | $0 | $0 | $16,978 | $0 | $17,538 | $0 | $346,684 | $0 | $0 | $0 |
| VICKI PFLIEGER | ||||||||||||||
| TREASURER | $147,900 | $0 | $107,304 | $0 | $0 | $0 | $15,905 | $0 | $30,329 | $0 | $301,438 | $0 | $0 | $0 |
| ZACHARY TAYLOR | ||||||||||||||
| DIRECTOR OF PSYCHOTHERAPY NETWORKER | $168,231 | $0 | $83,848 | $0 | $0 | $0 | $15,781 | $0 | $30,207 | $0 | $298,067 | $0 | $0 | $0 |
| LIVIA KENT | ||||||||||||||
| EDITOR IN CHIEF | $183,168 | $0 | $60,902 | $0 | $0 | $0 | $15,134 | $0 | $31,809 | $0 | $291,013 | $0 | $0 | $0 |
| JAMES GRIMES | ||||||||||||||
| DIGITAL MARKETING MANAGER | $180,682 | $0 | $59,231 | $0 | $0 | $0 | $15,134 | $0 | $30,438 | $0 | $285,485 | $0 | $0 | $0 |
| STEVEN WITTIG | ||||||||||||||
| IT SYSTEMS ANALYST | $188,638 | $0 | $62,869 | $0 | $0 | $0 | $15,565 | $0 | $10,100 | $0 | $277,172 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DURING THE YEAR, THE ORGANIZATION PROVIDED FIRST-CLASS AIRFARE FOR CERTAIN EXECUTIVES IN CONNECTION WITH INTERNATIONAL TRAVEL. |
| PART I, LINE 1B | AT THE TIME, THE ORGANIZATION DID NOT MAINTAIN A FORMAL WRITTEN POLICY GOVERNING AIRFARE CLASS. FIRST CLASS TRAVEL WAS APPROVED IN ADVANCE BASED ON DOCUMENTED BUSINESS NECESSITY, INCLUDING INTERNATIONAL TRAVEL DURATION, SCHEDULING CONSTRAINTS, AND PERFORMANCE OF EXECUTIVE DUTIES WHILE IN TRANSIT. SUCH APPROVALS WERE MADE ON A CASE-BY-CASE BASIS, AND WERE CONSIDERED AS PART OF THE EXECUTIVES' TOTAL COMPENSATION FOR PURPOSES OF ASSESSING OVERALL REASONABLENESS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PESI UK PSYCHOTHERAPY EXCELLENCE LTD | |||||||||||||||||
| BAYTREE COTTAGE ABINGDON ROAD | SUTTON COURTENAY | UK | OX14 4NP | RESOURCES FOR PSYCHOTHERAPY AND COUNSELING | UK | PESI INC | C | $1,910,508 | $2,424,267 | 1.00000 | Yes (1) | ||||||
| PESI PUBLISING INC | |||||||||||||||||
| PUBLISHING | RFA HOLDINGS INC | C | $6,773,895 | $5,329,232 | 1.00000 | Yes (1) | 3839 WHITE AVENUE | EAU CLAIRE | WI | 54703 | 853987548 | WI | |||||
| PESI AU PTY LTD | |||||||||||||||||
| 10 HELP ST | CHATSWOOD WEST | AS | NSW 2067 | RESOURCES FOR PSYCHOTHERAPY AND COUNSELING | AS | PESI INC | C | $745,222 | $634,144 | 1.00000 | Yes (1) | ||||||
| RFA HOLDINGS INC | |||||||||||||||||
| OWNING AND CONTROLLING EVERGREEN, THERAPIST.COM LLC, AND PESI PUBLISING, INC | PESI INC | C | $4,227,602 | $12,521,575 | 1.00000 | Yes (1) | 3839 WHITE AVENUE | EAU CLAIRE | WI | 54703 | 873952768 | WI | |||||
| PESI ITALIA SRL (FKA LIQUID PLAN SRL) | |||||||||||||||||
| VIA DEL BALUARDO 19 | NETTUNO RM | IT | 00048 | RESOURCES FOR PSYCHOTHERAPY AND COUNSELING | IT | PESI INC | C | $3,485,038 | $1,516,500 | 1.00000 | Yes (1) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PESI UK PSYCHOTHERAPY EXCELLENCE LTD | ||
| D | $458,000 | CASH |
| PESI PUBLISING INC | ||
| D | $282,510 | CASH |
| RFA HOLDINGS INC | ||
| D | $207,689 | CASH |
| PESI AU PTY LTD | ||
| D | $244,097 | CASH |
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