Civic Intelligence

Paymentsed Forum Inc

EIN 06-1377469 • 501(c)6 • Altamonte Springs, FL

Profile

Annual educational forum providing education in the area of payment processing for merchants selling primarily via ecommerce and call centers

222 S Westmonte Dr Suite 111Altamonte Springs, FL 32714-4268

www.paymentsed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

67th percentile

10%

Higher net margin than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

21st percentile

-8.6%

Faster asset growth than 21% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

2.7%

Faster revenue growth than 42% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$621,756

Up $81,772 (+15%) from 2023

Liabilities

Up

$4,584

Up $3,846 (+521%) from 2023

Net Assets

Up

$617,172

Up $77,926 (+14%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin67th percentile

Revenue

Up

$609,619

Up $13,014 (+2.2%) from 2023

Expenses

Down

$531,693

Down $4,848 (-0.9%) from 2023

Net Income

Up

$77,926

Up $17,862 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $569,083Liabilities 2010: $3,011Net Assets 2010: $566,0722010Assets 2011: $617,907Liabilities 2011: $7,923Net Assets 2011: $609,9842011Assets 2012: $565,494Liabilities 2012: $13,972Net Assets 2012: $551,5222012Assets 2013: $474,805Liabilities 2013: $660Net Assets 2013: $474,1452013Assets 2014: $300,168Liabilities 2014: $11,949Net Assets 2014: $288,2192014Assets 2015: $183,487Liabilities 2015: $1,940Net Assets 2015: $181,5472015Assets 2016: $135,826Liabilities 2016: $19,112Net Assets 2016: $116,7142016Assets 2017: $211,737Liabilities 2017: $3,245Net Assets 2017: $208,4922017Assets 2018: $266,414Liabilities 2018: $0Net Assets 2018: $266,4142018Assets 2019: $299,644Liabilities 2019: $502Net Assets 2019: $299,1422019Assets 2020: $401,715Liabilities 2020: $17,418Net Assets 2020: $384,2972020Assets 2021: $387,253Liabilities 2021: $12,045Net Assets 2021: $375,2082021Assets 2022: $590,931Liabilities 2022: $111,749Net Assets 2022: $479,1822022Assets 2023: $539,984Liabilities 2023: $738Net Assets 2023: $539,2462023Assets 2024: $621,756Liabilities 2024: $4,584Net Assets 2024: $617,1722024

Highlighted filing

2024

Assets$621,756
Liabilities$4,584
Net Assets$617,172
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $398,526Expenses 2010: $356,185Net Income 2010: $42,3412010Revenue 2011: $416,935Expenses 2011: $373,025Net Income 2011: $43,9102011Expenses 2012: $472,1312012Revenue 2013: $405,211Expenses 2013: $485,754Net Income 2013: -$80,5432013Revenue 2014: $396,780Expenses 2014: $582,706Net Income 2014: -$185,9262014Revenue 2015: $344,560Expenses 2015: $451,232Net Income 2015: -$106,6722015Revenue 2016: $426,430Expenses 2016: $491,263Net Income 2016: -$64,8332016Revenue 2017: $545,265Expenses 2017: $453,487Net Income 2017: $91,7782017Revenue 2018: $544,612Expenses 2018: $486,690Net Income 2018: $57,9222018Revenue 2019: $618,155Expenses 2019: $585,427Net Income 2019: $32,7282019Revenue 2020: $349,000Expenses 2020: $263,845Net Income 2020: $85,1552020Revenue 2021: $290,291Expenses 2021: $299,380Net Income 2021: -$9,0892021Revenue 2022: $581,152Expenses 2022: $477,178Net Income 2022: $103,9742022Revenue 2023: $596,605Expenses 2023: $536,541Net Income 2023: $60,0642023Revenue 2024: $609,619Expenses 2024: $531,693Net Income 2024: $77,9262024

Highlighted filing

2024

Revenue$609,619
Expenses$531,693
Net Income$77,926
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$621,756
Liabilities
$4,584
Net assets
$617,172
Revenue
$609,619
Expenses
$531,693
Net income
$77,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.22$0.05$6.17$6.10$5.32$0.78
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.01$5.39$5.97$5.37$0.60
2022Detailed filing. Detailed filing data is available for this year.$5.91$1.12$4.79$5.81$4.77$1.04
2021Detailed filing. Detailed filing data is available for this year.$3.87$0.12$3.75$2.90$2.99$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.17$3.84$3.49$2.64$0.85
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.99$6.18$5.85$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$5.45$4.87$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.08$5.45$4.53$0.92
2016Summary only. Only limited summary data is available for this year.$1.36$0.19$1.17$4.26$4.91$0.65
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.82$3.45$4.51$1.07
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.12$2.88$3.97$5.83$1.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.01$4.74$4.05$4.86$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.14$5.52$4.72
2011Summary only. Only limited summary data is available for this year.$6.18$0.08$6.10$4.17$3.73$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.03$5.66$3.99$3.56$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 17, 2025
Return Version
2023v6.0
Gross Receipts
$609,619
Mission and Program Overview

Mission

Annual educational forum providing education in the area of payment processing for merchants selling primarily via ecommerce and call centers

Annual educational forum providing education in the area of payment processing for merchants selling primarily via ecommerce and call centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$305,072$405,707▲ $100,635
Cash and Non-Interest-Bearing Accounts$233,588$122,387▼ $111,201
Prepaid Expenses and Deferred Charges-$86,328-
Accounts Receivable$1,324$7,334▲ $6,010
Total Assets$539,984$621,756▲ $81,772
Liabilities
Accounts Payable and Accrued Expenses$738$4,584▲ $3,846
Total Liabilities$738$4,584▲ $3,846
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$539,246$617,172▲ $77,926
Total Net Assets Fund Balance$539,246$617,172▲ $77,926
Total Liabilities and Net Assets / Fund Balance$539,984$621,756▲ $81,772
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jen Dailey-helgestadExecutive Chair
Melissa ShieldsVice Chair
Anthony MacchiaDirector
Bobby WrightDirector
Brian CullenDirector
Jennifer PutzbachDirector
Julie RansomDirector
Kristian HansenDirector
Maggie CheungDirector
Peter KovacsDirector
Jonathan LeeSecretary
Sharon DrabeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$374,160
Program Service Revenue
$219,980
Investment Income
$15,479
Other Revenue
$0
All Other Contributions
$374,160
Change in Net Assets
$77,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$531,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$76,992--$76,992
Other Expenses$380,699$9,277-$9,277
Fees for Services Accounting-$7,985-$7,985
Insurance-$3,491-$3,491
Information Technology-$3,219-$3,219
All Other Expenses-$2,184-$2,184
Advertising-$300-$300
Office Expenses-$46-$46
Total Functional Expenses$457,691$74,002$0$531,693
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Classes of members or stockholders: members have the right to participate in the organization's governance, elect the members of the governing body, and approve significant decisions of the organization”

Form 990, Part VI, Section A, Line 7A

“Election of members and their rights: the organization has a merchant board of directors as its governing body. The board votes on general board seats and executive board seats.”

Form 990, Part VI, Section A, Line 7B

“Decisions subject to approval of members: filling of board seats is by board vote, without need for additional approval. The executive board makes operating decisions as they pertain to the ongoing operations of the organization.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990, form 990 is reviewed and approved by the entire executive committee before filing. Financial statements of the organization are reviewed by the board at monthly meetings.”

Form 990, Part VI, Section C, Line 19

“The roles and responsibilities of executive board positions are outlined in the organizations website under "about merchant board". Governance documents and financial statements are not publicly available.”

Form 990, Part VI, Line 15A - Compensation Process for Top Official

“The organization does not have a process for determining compensation since it has no paid officers or directors.”

Filing and Contact Details

Filer

Filer Name
Paymentsed Forum Inc
EIN
06-1377469
Phone
7039271453
Address
222 S WESTMONTE DR SUITE 111, ALTAMONTE SPRINGS, FL 32714-4268

Signing Officer

Name
Sharon Drabeck
Title
Treasurer
Phone
7039271453
Signed
2025-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jen Dailey-helgestad
Formed
1989
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Harperwhitfield Pc
Address
314 FARMINGTON AVENUE, FARMINGTON, CT 06032
Preparer
W Scott Goetjen CPA
Phone
8606779188
Raw XML Appendix358 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.

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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FORUM REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1MEETING ROOM RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0217480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0217480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0326500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01324
IRS990/PYOtherExpensesAmt0536541
IRS990/PYOtherRevenueAmt01556
IRS990/PYProgramServiceRevenueAmt0267225
IRS990/PYRevenuesLessExpensesAmt060064
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0536541
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0596605
IRS990/ReconcilationRevenueExpnssAmt077926
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0219980
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0305072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0405707
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSES OF MEMBERS OR STOCKHOLDERS: MEMBERS HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE, ELECT THE MEMBERS OF THE GOVERNING BODY, AND APPROVE SIGNIFICANT DECISIONS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTION OF MEMBERS AND THEIR RIGHTS: THE ORGANIZATION HAS A MERCHANT BOARD OF DIRECTORS AS ITS GOVERNING BODY. THE BOARD VOTES ON GENERAL BOARD SEATS AND EXECUTIVE BOARD SEATS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS SUBJECT TO APPROVAL OF MEMBERS: FILLING OF BOARD SEATS IS BY BOARD VOTE, WITHOUT NEED FOR ADDITIONAL APPROVAL. THE EXECUTIVE BOARD MAKES OPERATING DECISIONS AS THEY PERTAIN TO THE ONGOING OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S PROCESS TO REVIEW FORM 990, FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE EXECUTIVE COMMITTEE BEFORE FILING. FINANCIAL STATEMENTS OF THE ORGANIZATION ARE REVIEWED BY THE BOARD AT MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ROLES AND RESPONSIBILITIES OF EXECUTIVE BOARD POSITIONS ARE OUTLINED IN THE ORGANIZATIONS WEBSITE UNDER "ABOUT MERCHANT BOARD". GOVERNANCE DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE A PROCESS FOR DETERMINING COMPENSATION SINCE IT HAS NO PAID OFFICERS OR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0539984
IRS990/TotalAssetsEOYAmt0621756
IRS990/TotalAssetsGrp/BOYAmt0539984
IRS990/TotalAssetsGrp/EOYAmt0621756
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0374160
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074002
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0457691
IRS990/TotalFunctionalExpensesGrp/TotalAmt0531693
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0738
IRS990/TotalLiabilitiesEOYAmt04584
IRS990/TotalLiabilitiesGrp/BOYAmt0738
IRS990/TotalLiabilitiesGrp/EOYAmt04584
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0539246
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0617172
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0457691
IRS990/TotalProgramServiceRevenueAmt0219980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0609619
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0539984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0621756
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05842 CLOVER VALLEY RD SE
IRS990/USAddress/CityNm0PORT ORCHARD
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098367
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PAYMENTSED.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON DRABECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07039271453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYMENTSED FORUM INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KAUTTER WENHOLD MGMT GROUP LLC
ReturnHeader/Filer/BusinessNameControlTxt0PAYM
ReturnHeader/Filer/EIN0061377469
ReturnHeader/Filer/PhoneNum07039271453
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 S WESTMONTE DR SUITE 111
ReturnHeader/Filer/USAddress/CityNm0ALTAMONTE SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327144268
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061071692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPERWHITFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 FARMINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08606779188
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W SCOTT GOETJEN CPA
ReturnHeader/ReturnTs02025-01-31T08:51:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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