Civic Intelligence

Certified Student Loan Advisors Board of Standards

990EZ • Fiscal year 2022 • EIN 81-1638967

Mar 01, 2021 to Feb 28, 2022 • Filed on Jun 17, 2022

Organization Profilewww.cslainstitute.org
14427 Dunrobin WaySugarland, TX 77498

(855) 826-2752

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$34,192

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

29%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,086

Down $1,104 (-1.8%) from 2021

Net Assets

Down

$60,086

Down $1,104 (-1.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$121,317

Up $27,199 (+29%) from 2021

Expenses

Up

$122,421

Up $4,398 (+3.7%) from 2021

Net Income

Up

-$1,104

Up $22,801 (+95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2022

Assets$60,086
Liabilities-
Net Assets$60,086
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

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

2022

Revenue$121,317
Expenses$122,421
Net Income-$1,104
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jun 17, 2022
Return Version
2021v4.0
Gross Receipts
$121,317
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.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jantz HoffmanChairmanPT$34,192-$34,192
Heather JarvisLegal CounselPT$34,192-$34,192
Larry TaylorCTO/CMOPT$34,192-$34,192
Filing and Contact Details

Filer

Filer Name
Certified Student Loan Advisor
EIN
81-1638967
Phone
8558262752
Address
14427 DUNROBIN WAY, SUGARLAND, TX 77498

Signing Officer

Name
Jantz Hoffman
Title
Chairman
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“LMS Technology $7098”

Other Expenses.2

“Technology Services $6268”

Other Expenses.3

“Hubspot Technology $4800”

Other Expenses.4

“Website Hosting $1262”

Other Expenses.5

“Proctoring Costs $320”

Other Expenses.6

“Misc $60”

Other Expenses.7

“Bank Fees $37”

Raw XML Appendix159 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/ProgramServiceRevenueAmt0101565
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cslainstitute.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037650
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0101566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080341
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0323265
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094096
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IRS990ScheduleA/Total509Grp/TotalAmt0323265
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094118
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LMS Technology $7098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Technology Services $6268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hubspot Technology $4800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website Hosting $1262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Proctoring Costs $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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ReturnHeader/Filer/EIN0811638967
ReturnHeader/Filer/PhoneNum08558262752
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089113
ReturnHeader/PreparerPersonGrp/PhoneNum07022552330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Mercier CPA
ReturnHeader/ReturnTs02022-06-17T11:17:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jantz
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoffman
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$60,086
Liabilities
-
Net assets
$60,086
Revenue
$121,317
Expenses
$122,421
Net income
-$1,104
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits