Civic Intelligence

Direct Response Forum Inc

990 • Fiscal year 2022 • EIN 06-1377469

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 24, 2023

Organization ProfileWWW.PAYMENTSED.ORG
1200 E Shundi 451574Grove, OK 74345

(918) 973-4215

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.19x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.19x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$88,500

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

93rd percentile

53%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$590,931

Up $203,678 (+53%) from 2021

Net Assets

Up

$479,182

Up $103,974 (+28%) from 2021

Liabilities

Up

$111,749

Up $99,704 (+828%) from 2021

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin78th percentile

Revenue

Up

$581,152

Up $290,861 (+100%) from 2021

Expenses

Up

$477,178

Up $177,798 (+59%) from 2021

Net Income

Up

$103,974

Up $113,063 (+1244%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$590,931
Liabilities$111,749
Net Assets$479,182
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$581,152
Expenses$477,178
Net Income$103,974
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 24, 2023
Return Version
2021v4.2
Gross Receipts
$581,152
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 mrechants selling primarily via ecommerce and call centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$365,275$589,114▲ $223,839
Accounts Receivable$12,000$0▼ $12,000
Prepaid Expenses and Deferred Charges$9,978$1,817▼ $8,161
Total Assets$387,253$590,931▲ $203,678
Liabilities
Accounts Payable and Accrued Expenses$982$111,749▲ $110,767
Deferred Revenue$11,063$0▼ $11,063
Total Liabilities$12,045$111,749▲ $99,704
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$375,208$479,182▲ $103,974
Total Net Assets Fund Balance$375,208$479,182▲ $103,974
Total Liabilities and Net Assets / Fund Balance$387,253$590,931▲ $203,678
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura LivelyExecutive DirectorFT$88,500$88,500

Board Members and Trustees

NameTitle
Jen Dailey-helgestadExecutive Chair
Denise LindstromVice Chair
Calvin ChenDirector
Daniel CrisologoDirector
John BoppDirector
Jonathan LeeDirector
Monica EdelenDirector
Peter KovacsDirector
Attie MuseAlternate
Karla HensleySecretary
John AglialoroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$327,000
Program Service Revenue
$254,152
Investment Income
$0
Other Revenue
$0
All Other Contributions
$327,000
Change in Net Assets
$103,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,178
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
Fees for Services Other-$88,950-$88,950
Conferences and Meetings$20,139--$20,139
Fees for Services Accounting-$7,080-$7,080
Insurance-$3,292-$3,292
Information Technology-$2,675-$2,675
Other Expenses$340,424$1,208-$1,208
Office Expenses-$177-$177
Total Functional Expenses$360,563$116,615$0$477,178
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
9189734215
Address
1200 E SHUNDI 451574, GROVE, OK 74345

Signing Officer

Name
Jen Dailey-helgestad
Title
Executive Chair
Phone
9189734215
Signed
2023-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jen Dailey-helgestad
Formed
1989
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
41

Preparer

Firm
Harper & Whitfield Pc
Address
314 FARMINGTON AVENUE, FARMINGTON, CT 06032
Preparer
W Scott Goetjen CPA
Phone
8606779188
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Excutive director - for services as a subcontractor: program service expenses 0. Management and general expenses 88,500. Fundraising expenses 0. Total expenses 88,500. Digital media: program service expenses 0. Management and general expenses 450. Fundraising expenses 0. Total expenses 450.”

Raw XML Appendix368 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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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/ExplanationTxt6EXCUTIVE DIRECTOR - FOR SERVICES AS A SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 88,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,500. DIGITAL MEDIA: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 450.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0387253
IRS990/TotalAssetsEOYAmt0590931
IRS990/TotalAssetsGrp/BOYAmt0387253
IRS990/TotalAssetsGrp/EOYAmt0590931
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0327000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360563
IRS990/TotalFunctionalExpensesGrp/TotalAmt0477178
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012045
IRS990/TotalLiabilitiesEOYAmt0111749
IRS990/TotalLiabilitiesGrp/BOYAmt012045
IRS990/TotalLiabilitiesGrp/EOYAmt0111749
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0375208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0479182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0360563
IRS990/TotalProgramServiceRevenueAmt0254152
IRS990/TotalReportableCompFromOrgAmt088500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0254152
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0581152
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt041
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0387253
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590931
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/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.PAYMENTSED.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEN DAILEY-HELGESTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09189734215
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAYMENTSED FORUM INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LAURA LIVELY
ReturnHeader/Filer/BusinessNameControlTxt0PAYM
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ReturnHeader/Filer/USAddress/AddressLine1Txt01200 E SHUNDI 451574
ReturnHeader/Filer/USAddress/CityNm0GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074345
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061071692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER & WHITFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 FARMINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08606779188
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W SCOTT GOETJEN CPA
ReturnHeader/ReturnTs02023-02-15T11:18:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAILEY-HELGESTAD
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,931
Liabilities
$111,749
Net assets
$479,182
Revenue
$581,152
Expenses
$477,178
Net income
$103,974
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