Civic Intelligence

Certified Student Loan Advisors Board of Standards

990EZ • Fiscal year 2023 • EIN 81-1638967

Mar 01, 2022 to Feb 28, 2023 • Filed on Jul 14, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$27,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

48%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$89,113

Flat from 2023

Net Assets

$89,113

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Flat

$141,338

Flat from 2023

Expenses

Flat

$112,311

Flat from 2023

Net Income

Flat

$29,027

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth85th 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: $89,113Net Assets 2023: $89,1132023Assets 2023: $89,113Liabilities 2023: $02023Assets 2024: $168,424Liabilities 2024: $0Net Assets 2024: $168,4242024Assets 2025: $99,064Net Assets 2025: $99,0642025

Highlighted filing

2023

Assets$89,113
Liabilities-
Net Assets$89,113
Open 2023 Filing

Operations Trend

Revenue Growth62nd 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 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

2023

Revenue$141,338
Expenses$112,311
Net Income$29,027
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jul 14, 2023
Return Version
2022v5.0
Gross Receipts
$141,338
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 Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather JarvisLegal CounselPT$27,000-$27,000
Larry TaylorCTO/CMOPT$27,000-$27,000
Jantz HoffmanChairmanPT$22,000-$22,000
Hasnain WaljiDirectorPT$10,619-$10,619
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
2023-07-14
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.1001

“Advertising and Promotion $2313”

Other Expenses.1

“Technology Services $3831”

Other Expenses.2

“LMS Technology $3496”

Other Expenses.3

“HSU Course Credits $2450”

Other Expenses.4

“Proctoring Costs $2185”

Other Expenses.5

“Software $1835”

Other Expenses.6

“Website Hosting $979”

Other Expenses.7

“CFP Board CE fees $668”

Other Expenses.9

“Bank Fees $39”

Other Expenses.10

“Telephone $39”

Raw XML Appendix178 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Technology Services $3831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LMS Technology $3496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSU Course Credits $2450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Proctoring Costs $2185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software $1835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website Hosting $979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CFP Board CE fees $668
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Telephone $39
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089113
ReturnHeader/PreparerPersonGrp/PhoneNum07022552330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Mercier CPA
ReturnHeader/ReturnTs02023-07-14T09:09:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jantz
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoffman
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,113
Liabilities
-
Net assets
$89,113
Revenue
$141,338
Expenses
$112,311
Net income
$29,027
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
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.41$1.12$0.29
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