PAYMENTSED FORUM INC C/O KAUTTER WENHOLD MGMT GROUP LLC (EIN 061377469) - Form 990 Financial Analysis & Trantor Score

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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

1989

Legal Domicile

Principal Officer

JEN DAILEY-HELGESTAD

Phone

7039271453

Tax Period

2023-10-01 to 2024-09-30

PAYMENTSED FORUM INC C/O KAUTTER WENHOLD MGMT GROUP LLC, founded in 1989, is a small nonprofit that reported $610K in total revenue in fiscal year 2023. Expenses of $532K left a modest 13% surplus.

Mission

ANNUAL EDUCATIONAL FORUM PROVIDING EDUCATION IN THE AREA OF PAYMENT PROCESSING FOR MERCHANTS SELLING PRIMARILY VIA ECOMMERCE AND CALL CENTERS.

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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 $374,160

Program Service Revenue $219,980

Investment Income $15,479

Other Revenue $0

TOTAL REVENUE $609,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $457,691

Other Expenses $531,693

TOTAL EXPENSES $531,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$609,619	$596,605	+0.0%
Expenses	$531,693	$536,541	0.0%
Net Income	$77,926	$60,064	+0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEN DAILEY-HELGESTAD	EXECUTIVE CHAIR	5.00	Officer Director	$0	$0	$0
BOBBY WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN LEE	SECRETARY	2.00	Director	$0	$0	$0
PETER KOVACS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIAN HANSEN	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN CULLEN	DIRECTOR	2.00	Director	$0	$0	$0
MAGGIE CHEUNG	DIRECTOR	2.00	Director	$0	$0	$0
SHARON DRABECK	TREASURER	2.00	Director	$0	$0	$0
ANTHONY MACCHIA	DIRECTOR	2.00	Director	$0	$0	$0
JULIE RANSOM	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA SHIELDS	VICE CHAIR	2.00	Director	$0	$0	$0
JENNIFER PUTZBACH	DIRECTOR	2.00	Director	$0	$0	$0

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	$609,619	$531,693	$621,756	$77,926
2023	$596,605	$536,541	$539,984	$60,064
2022	$581,152	$477,178	$590,931	$103,974
2021	$290,291	$299,380	$387,253	$-9,089
2020	$349,000	$263,845	$401,715	$85,155
2019	$618,155	$585,427	$299,644	$32,728
2018	$544,612	$486,690	$266,414	$57,922

PAYMENTSED FORUM INC C/O KAUTTER WENHOLD MGMT GROUP LLC