Civic Intelligence

Certified Student Loan Advisors Board of Standards

990EZ • Fiscal year 2020 • EIN 81-1638967

Mar 01, 2019 to Feb 29, 2020 • Filed on Jul 09, 2020

Organization Profilewww.cslainstitute.org
7920 Preston RoadPlano, TX 75024

(844) 400-1600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$85,095

No earlier filing loaded for comparison.

Net Assets

$85,095

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$107,891

No earlier filing loaded for comparison.

Expenses

$51,180

No earlier filing loaded for comparison.

Net Income

$56,711

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2020: $85,095Net Assets 2020: $85,0952020Assets 2021: $61,190Net Assets 2021: $61,1902021Assets 2022: $60,086Net Assets 2022: $60,0862022Assets 2023: $89,113Liabilities 2023: $02023Assets 2024: $168,424Liabilities 2024: $0Net Assets 2024: $168,4242024Assets 2025: $99,064Net Assets 2025: $99,0642025

Highlighted filing

2020

Assets$85,095
Liabilities-
Net Assets$85,095
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $107,891Expenses 2020: $51,180Net Income 2020: $56,7112020Revenue 2021: $94,118Expenses 2021: $118,023Net Income 2021: -$23,9052021Revenue 2022: $121,317Expenses 2022: $122,421Net Income 2022: -$1,1042022Revenue 2023: $141,338Expenses 2023: $112,311Net Income 2023: $29,0272023Revenue 2024: $231,298Expenses 2024: $151,987Net Income 2024: $79,3112024Revenue 2025: $134,046Expenses 2025: $203,406Net Income 2025: -$69,3602025

Highlighted filing

2020

Revenue$107,891
Expenses$51,180
Net Income$56,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jul 9, 2020
Return Version
2019v5.0
Gross Receipts
$107,891
Mission and Program Overview

Mission

Educational programs for consumers and their financial advisors on how to avoid fraudulent services and substantial errors in student loan management. As you will read on our site, there is a significant problem with unscrupulous companies taking advantage of consumers. Financial advisors also tend to make a variety of errors that can unknowingly hurt clients. Our professional education programs help advisors in delivering accurate information about a client's repayment choices as a part of their overall financial plan. Our consumer services is expanding to webinars and other meas of helping them learn how to choose an advisor and make better decision about their loans. Consumers receive all assistance at no charge. Financial advisors pay for an educational program and certification.

Program Services

DescriptionGrantsExpenses
educational programs for consumers and their financial advisors on how to avoid fraudulent services and substantial errors in student loan management. As you will read on our site, there is a significant problem with unscrupulous companies taking advantage of consumers. Financial advisors also tend to make a variety of errors that can unknowingly hurt clients. Our professional education programs help advisors in delivering accurate information about a client's repayment choices as a part of their overall financial plan. Our consumer services is expanding to webinars and other meas of helping them learn how to choose an advisor and make better decision about their loans. Consumers receive all assistance at no charge. Financial advisors pay for an educational program and certification.$51,180-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jantz HoffmanChairmanPT$0--
Heather JarvisLegal CounselPT$0--
Larry TaylorCTO/CMOPT$0--
Hasnain WaljiAdvisorPT$0--
Renee M SnowAdvisorPT$0--
Jason MeriweatherAdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Certified Student Loan Advisor
EIN
81-1638967
Phone
8444001600
Address
7920 PRESTON ROAD, PLANO, TX 75024

Signing Officer

Name
Jantz Hoffman
Title
Chairman
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Campbell Jones Cohen CPAs
Address
6920 S Cimarron Rd Ste 100, Las Vegas, NV 89113
Preparer
Jack Cohen CPA
Phone
7022552330
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1515”

Other Expenses.1003

“Information Technology $24465”

Other Expenses.1005

“Travel $8”

Other Expenses.1

“HSU Course Credit $2800”

Other Expenses.2

“Continuing Education $1290”

Other Expenses.4

“Telephone $91”

Other Expenses.5

“Bank Fees $22”

Raw XML Appendix157 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085095
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jantz Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Jarvis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Larry Taylor
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Renee M Snow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jason Meriweather
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Legal Counsel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CTO/CMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational programs for consumers and their financial advisors on how to avoid fraudulent services and substantial errors in student loan management. As you will read on our site, there is a significant problem with unscrupulous companies taking advantage of consumers. Financial advisors also tend to make a variety of errors that can unknowingly hurt clients. Our professional education programs help advisors in delivering accurate information about a client's repayment choices as a part of their overall financial plan. Our consumer services is expanding to webinars and other meas of helping them learn how to choose an advisor and make better decision about their loans. Consumers receive all assistance at no charge. Financial advisors pay for an educational program and certification.
IRS990EZ/PrintingPublicationsPostageAmt0250
IRS990EZ/ProgramServiceRevenueAmt0103708
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0educational programs for consumers and their financial advisors on how to avoid fraudulent services and substantial errors in student loan management. As you will read on our site, there is a significant problem with unscrupulous companies taking advantage of consumers. Financial advisors also tend to make a variety of errors that can unknowingly hurt clients. Our professional education programs help advisors in delivering accurate information about a client's repayment choices as a part of their overall financial plan. Our consumer services is expanding to webinars and other meas of helping them learn how to choose an advisor and make better decision about their loans. Consumers receive all assistance at no charge. Financial advisors pay for an educational program and certification.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051180
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016592
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051180
IRS990EZ/TotalProgramServiceExpensesAmt051180
IRS990EZ/TotalRevenueAmt0107891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cslainstitute.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04150
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103708
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0107858
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107858
IRS990ScheduleA/Total509Grp/TotalAmt0107858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107891
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1515
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSU Course Credit $2800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Continuing Education $1290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jantz Hoffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CERTIFIED STUDENT LOAN ADVISOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOARD OF STANDARDS INC
ReturnHeader/Filer/BusinessNameControlTxt0CERT
ReturnHeader/Filer/EIN0811638967
ReturnHeader/Filer/PhoneNum08444001600
ReturnHeader/Filer/USAddress/AddressLine1Txt07920 PRESTON ROAD
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880315575
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Campbell Jones Cohen CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 S Cimarron Rd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Las Vegas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089113
ReturnHeader/PreparerPersonGrp/PhoneNum07022552330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack Cohen CPA
ReturnHeader/ReturnTs02020-07-09T15:32:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-29
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,095
Liabilities
-
Net assets
$85,095
Revenue
$107,891
Expenses
$51,180
Net income
$56,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.34$2.03$0.69
2024Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$2.31$1.52$0.79
2023Summary only. Only limited summary data is available for this year.$0.89$0.00$1.41$1.12$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.60$1.21$1.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.94$1.18$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.08$0.51$0.57