PESI INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

MICHAEL OLSON

Phone

7158558120

Tax Period

2023-01-01 to 2023-12-31

PESI INC, founded in 2008, is a mid-sized nonprofit in the Human Services sector that reported $86.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $14.3M, a strong 17% operating margin.

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, 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 ECOMMERCE 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.

Program Service Accomplishments

Program 1

Expenses: $61,519,665 Revenue: $83,340,078

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 ASSURE 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.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $83,340,078

Investment Income $2,466,669

Other Revenue $205,952

TOTAL REVENUE $86,012,699

Expense Breakdown

Grants Paid $673,440

Salaries & Benefits $25,865,825

Fundraising Expenses $0

Program Expenses $61,519,665

Other Expenses $45,172,042

TOTAL EXPENSES $71,711,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,012,699	$74,706,845	+0.2%
Expenses	$71,711,307	$61,867,912	+0.2%
Net Income	$14,301,392	$12,838,933	+0.1%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

208

Volunteers

145

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

$2,036,089

Total Directors

$2,047,577

Key Employees

$2,004,797

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL OLSON	EXECUTIVE DIRECTOR/SECRETARY	40.00	Officer Director	$726,190	$19,414	$745,604
VICKI PFLIEGER	VP FINANCE/TREASURER	40.00	Officer Director	$372,544	$53,808	$426,352
MIKE CONNER	DIRECTOR/PRESIDENT	40.00	Officer Director	$809,419	$44,014	$853,433
DOUGLAS RICHARDSON	VICE PRESIDENT	0.20	Officer Director	$10,700	$0	$10,700
MARK HELLAND	DIRECTOR	0.20	Director	$11,488	$0	$11,488
TIFFANY RICHTER	VP OF MARKETING	40.00	Key Emp	$395,376	$46,780	$442,156
ZACHARY TAYLOR	DIRECTOR OF PSYCHOTHERAPY NETWORKER	40.00	Key Emp	$242,977	$44,063	$287,040
MATTHEW MICKELSON	VICE PRESIDENT SALES & MARKETING	40.00	Key Emp	$453,455	$44,361	$497,816
ELIZABETH HANUTKE	VP OF CS & INTERNATIONAL OPERATIONS	40.00	Key Emp	$425,028	$16,973	$442,001
TIFFANY HAMPTON	VP -IT	40.00	Key Emp	$303,283	$32,501	$335,784
JASON MOSER	IT OPERATIONS MANAGER	40.00	Highest	$313,915	$32,934	$346,849
STEVEN WITTIG	IT SYSTEMS ANAYLIST	40.00	Highest	$261,231	$25,959	$287,190
LIVIA KENT	EDITOR IN CHIEF	40.00	Highest	$260,783	$17,092	$277,875
DAVE WOLFE	IT	40.00	Highest	$344,972	$45,661	$390,633
JAMES GRIMES	DIGITAL MARKETING MANAGER	40.00	Highest	$237,134	$44,518	$281,652

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	No data	No data	No data	No data
2023	$86,012,699	$71,711,307	$146,732,648	$14,301,392
2022	$74,706,845	$61,867,912	$123,085,028	$12,838,933
2021	$78,925,618	$56,103,666	$118,985,176	$22,821,952
2020	$38,780,825	$27,358,665	$92,534,627	$11,422,160
2020	$86,445,980	$66,667,364	$82,128,551	$19,778,616
2019	$81,737,670	$69,204,590	$65,670,899	$12,533,080
2018	$80,226,163	$70,676,160	$54,394,605	$9,550,003