CONNECTICUT STUDENT LOAN FOUNDTION

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Cite this

Plain text CONNECTICUT STUDENT LOAN FOUNDTION. furp.org, nonprofit organization profile, tax years 2009–2025. https://furp.org/org/connecticut-student-loan-foundtion-060812178. Retrieved 2026-11-09.

APA furp.org. (n.d.). CONNECTICUT STUDENT LOAN FOUNDTION [Nonprofit organization profile; tax years 2009–2025]. Retrieved November 9, 2026, from https://furp.org/org/connecticut-student-loan-foundtion-060812178

MLA “CONNECTICUT STUDENT LOAN FOUNDTION.” furp.org, tax years 2009–2025, https://furp.org/org/connecticut-student-loan-foundtion-060812178. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2009–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990 · revenue $3.5M · expenses $3.1M · assets $50.7M

EIN: 06-0812178
Address: 1 FINANCIAL PLAZA 20TH FLOOR 2000, HARTFORD, CT 06103-2600
Website: WWW.CSLF.ORG
NTEE code: W60 Financial Institutions (Public and Societal Benefit) published (IRS Business Master File, as W600)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: October 1986 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status: Public charity, 509(a)(2)
Cross-check: ProPublica Nonprofit Explorer

Mission

TO IMPROVE EDUCATIONAL OPPORTUNITY AND PROMOTE REPAYMENT OF LOANS INCLUDING PROVIDING APPROPRIATE SERVICES INCIDENT TO THE ADMINISTRATION OF PROGRAMS WHICH ARE ESTABLISHED TO IMPROVE EDUCATIONONAL OPPORTUNITIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

12 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Jeanette W Weldon	EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026	2013-2025	$348,976	$3,132,109	1
Michael F Morris	MANAGING DIRECTOR THROUGH JUNE 28, 2025	2016-2025	$171,990	$2,153,621	1
Denise E Aguilera	INTERIM EXECUTIVE DIRECTOR, GENERAL COUNSEL	2016-2025	$260,513	$2,092,804	1
Joanne Mackewicz	CONTROLLER	2018-2025	$220,261	$1,536,158	1
Charles Bodie	MANAGING DIRECTOR	2023-2025	$262,789	$604,172	1
Cynthia D Peoples-Hobson (former)	MANAGING DIRECTOR	2018-2020	$230,573	$658,702	1
Cynthia D Peoples-H (former)	FORMER MANAGING DIRECTOR	2021-2023	$99,377	$593,009	1
Cynthia D Peoples (former)	MANAGING DIRECTOR	2016-2017	$202,152	$412,854	1
Mark Valenti (former)	FORMER PRESIDENT	2009	$317,375	$317,375	1
Diane Del Rosso (former)	Former SR. Vice PRESIDEN	2009	$271,653	$271,653	1
Richard Croce (former)	Former ACTING PRESIDENT	2009	$165,813	$165,813	1
jeffrey asher (former)	former executive director chefa	2013-2015	$112,705	$112,705	1

Officers and directors, no compensation reported

28 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Dr Peter W Lisi	CHAIRMAN	2013-2025	0	$0 reported	1
Julie Savino	VICE CHAIRMAN	2013-2025	0	$0 reported	1
Erick Russell	TREASURER	2022-2025	0	$0 reported	1
Jeffrey R Beckham	SECRETARY	2022-2025	0	$0 reported	1
Andrew Foster	DIRECTOR	2018-2025	0	$0 reported	1
Dr Kelli-Marie Valliers Phd	DIRECTOR	2022-2025	0	$0 reported	1
Dr Estela Lopez	DIRECTOR	2025	0	$0 reported	1
Judith Blank	DIRECTOR	2025	0	$0 reported	1
Natalie Braswell	DIRECTOR	2025	0	$0 reported	1
Terrence Cheng (former)	DIRECTOR	2022-2024	0	$0 reported	1
Martin Budd (former)	DIRECTOR	2013-2024	0	$0 reported	1
Benjamin Barnes (former)	DIRECTOR	2018-2021	0	$0 reported	1
Darrell V Hill (former)	DIRECTOR	2020-2021	0	$0 reported	1
Michael Izadi (former)	DIRECTOR	2021	0	$0 reported	1
Laura M Baker (former)	DIRECTOR	2021	0	$0 reported	1
Sheree Mailhot (former)	OUTGOING DIRECTOR	2017-2020	0	$0 reported	1
Steven Kitowicz (former)	DIRECTOR	2013-2020	0	$0 reported	1
Erika Steiner (former)	OUTGOING DIRECTOR	2013-2018	0	$0 reported	1
Paul Mounds (former)	OUTGOING DIRECTOR	2017-2018	0	$0 reported	1
Sarah Sanders (former)	OUTGOING VICE CHAIRMAN	2010-2017	0	$0 reported	1
Barbara Rubin (former)	Chairman	2013-2015	0	$0 reported	1
Paul Mutone (former)	director	2013-2015	0	$0 reported	1
James Howarth (former)	VICE CHAIRMAN	2012	2	$0 reported	1
Craig Lappen (former)	SECRETARY	2012	2	$0 reported	1
Michael Meotti (former)	CHAIRMAN	2009-2011	2	$0 reported	1
Lewis Robinson (former)	SECRETARY	2011	2	$0 reported	1
Frank W Ridley (former)	SECRETARY	2009	2	$0 reported	1
Howard Rifkin (former)	VICE CHAIR	2009	1	$0 reported	1

People by year

2025 · 14 people listed · 5 paid, $1.3M · 20 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026	5	$0	$294,099	$54,877	$348,976	1
CHARLES BODIE	MANAGING DIRECTOR	0	$0	$206,530	$56,259	$262,789	1
DENISE E AGUILERA	INTERIM EXECUTIVE DIRECTOR, GENERAL COUNSEL	2	$0	$230,499	$30,014	$260,513	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$192,906	$27,355	$220,261	1
MICHAEL F MORRIS	MANAGING DIRECTOR THROUGH JUNE 28, 2025	0	$0	$155,998	$15,992	$171,990	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
ERICK RUSSELL	TREASURER	0	$0	$0	$0	$0	1
JEFFREY R BECKHAM	SECRETARY	0	$0	$0	$0	$0	1
DR ESTELA LOPEZ	DIRECTOR	0	$0	$0	$0	$0	1
JUDITH BLANK	DIRECTOR	0	$0	$0	$0	$0	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
DR KELLI-MARIE VALLIERS PHD	DIRECTOR	0	$0	$0	$0	$0	1
NATALIE BRASWELL	DIRECTOR	0	$0	$0	$0	$0	1

2024 · 13 people listed · 5 paid, $1.3M · 19 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$277,844	$55,355	$333,199	1
CHARLES BODIE	MANAGING DIRECTOR	0	$0	$199,142	$56,709	$255,851	1
MICHAEL F MORRIS	FORMER MANAGING DIRECTOR	0	$0	$223,939	$28,890	$252,829	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$220,643	$28,620	$249,263	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$185,841	$26,161	$212,002	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
ERICK RUSSELL	ACTING TREASURER	0	$0	$0	$0	$0	1
JEFFREY R BECKHAM	SECRETARY	0	$0	$0	$0	$0	1
TERRENCE CHENG	DIRECTOR	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
DR KELLI-MARIE VALLIERS PHD	DIRECTOR	0	$0	$0	$0	$0	1

2023 · 14 people listed · 6 paid, $1.2M · 20 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$274,559	$54,105	$328,664	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$220,965	$29,695	$250,660	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$220,196	$29,619	$249,815	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$185,979	$26,855	$212,834	1
CYNTHIA D PEOPLES-H	FORMER MANAGING DIRECTOR	0	$0	$99,377	$0	$99,377	1
CHARLES BODIE	MANAGING DIRECTOR - EFFECTIVE JULY 2023	0	$0	$85,532	$0	$85,532	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
ERICK RUSSELL	ACTING TREASURER	0	$0	$0	$0	$0	1
JEFFREY R BECKHAM	SECRETARY	0	$0	$0	$0	$0	1
TERRENCE CHENG	DIRECTOR	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
DR KELLI-MARIE VALLIERS PHD	DIRECTOR	0	$0	$0	$0	$0	1

2022 · 13 people listed · 5 paid, $1.2M · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$256,577	$56,957	$313,534	1
CYNTHIA D PEOPLES-H	MANAGING DIRECTOR	0	$0	$187,461	$63,473	$250,934	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$206,898	$27,701	$234,599	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$203,031	$28,419	$231,450	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$171,794	$25,521	$197,315	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
ERICK RUSSELL	DIRECTOR	0	$0	$0	$0	$0	1
JEFFREY R BECKHAM	DIRECTOR	0	$0	$0	$0	$0	1
TERRENCE CHENG	DIRECTOR	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
DR KELLI-MARIE VALLIERS PHD	DIRECTOR	0	$0	$0	$0	$0	1

2021 · 13 people listed · 5 paid, $1.2M · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$249,256	$46,523	$295,779	1
CYNTHIA D PEOPLES-H	MANAGING DIRECTOR	0	$0	$191,469	$51,229	$242,698	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$200,511	$27,177	$227,688	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$193,397	$27,062	$220,459	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$165,841	$24,493	$190,334	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
BENJAMIN BARNES	DIRECTOR	0	$0	$0	$0	$0	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
DARRELL V HILL	DIRECTOR	0	$0	$0	$0	$0	1
MICHAEL IZADI	DIRECTOR	0	$0	$0	$0	$0	1
LAURA M BAKER	DIRECTOR	0	$0	$0	$0	$0	1

2020 · 13 people listed · 5 paid, $1.1M · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$250,482	$27,982	$278,464	1
CYNTHIA D PEOPLES-HOBSON	MANAGING DIRECTOR	0	$0	$174,980	$55,593	$230,573	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$192,403	$22,336	$214,739	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$184,654	$21,987	$206,641	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$158,148	$22,410	$180,558	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
BENJAMIN BARNES	DIRECTOR	0	$0	$0	$0	$0	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
SHEREE MAILHOT	OUTGOING DIRECTOR	0	$0	$0	$0	$0	1
STEVEN KITOWICZ	DIRECTOR	0	$0	$0	$0	$0	1
DARRELL HILL	DIRECTOR	0	$0	$0	$0	$0	1

2019 · 12 people listed · 5 paid, $1.1M · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$246,007	$27,462	$273,469	1
CYNTHIA D PEOPLES-HOBSON	MANAGING DIRECTOR	0	$0	$169,940	$58,098	$228,038	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$189,046	$22,198	$211,244	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$181,534	$21,496	$203,030	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$153,275	$21,346	$174,621	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
BENJAMIN BARNES	DIRECTOR	0	$0	$0	$0	$0	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
SHEREE MAILHOT	DIRECTOR	0	$0	$0	$0	$0	1
STEVEN KITOWICZ	DIRECTOR	0	$0	$0	$0	$0	1

2018 · 14 people listed · 5 paid, $946K · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$236,205	$1,838	$238,043	1
CYNTHIA D PEOPLES-HOBSON	MANAGING DIRECTOR	0	$0	$165,775	$34,316	$200,091	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$181,230	$2,044	$183,274	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$174,019	$2,053	$176,072	1
JOANNE MACKEWICZ	CONTROLLER	0	$0	$143,789	$4,444	$148,233	1
ANDREW FOSTER	DIRECTOR	0	$0	$0	$0	$0	1
BENJAMIN BARNES	DIRECTOR	0	$0	$0	$0	$0	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
ERIKA STEINER	OUTGOING DIRECTOR	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
PAUL MOUNDS	OUTGOING DIRECTOR	0	$0	$0	$0	$0	1
SHEREE MAILHOT	DIRECTOR	0	$0	$0	$0	$0	1
STEVEN KITOWICZ	DIRECTOR	0	$0	$0	$0	$0	1

2017 · 12 people listed · 4 paid, $872K · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	EXECUTIVE DIRECTOR	5	$0	$236,179	$29,749	$265,928	1
MICHAEL F MORRIS	MANAGING DIRECTOR	0	$0	$181,214	$24,252	$205,466	1
CYNTHIA D PEOPLES	MANAGING DIRECTOR	0	$0	$164,383	$37,769	$202,152	1
DENISE E AGUILERA	GENERAL COUNSEL	2	$0	$174,421	$23,573	$197,994	1
DR PETER W LISI	CHAIRMAN	0	$0	$0	$0	$0	1
ERIKA STEINER	DIRECTOR	0	$0	$0	$0	$0	1
JULIE SAVINO	VICE CHAIRMAN	0	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	0	$0	$0	$0	$0	1
PAUL MOUNDS	DIRECTOR	0	$0	$0	$0	$0	1
SARAH SANDERS	OUTGOING VICE CHAIRMAN	0	$0	$0	$0	$0	1
SHEREE MAILHOT	DIRECTOR	0	$0	$0	$0	$0	1
STEVEN KITOWICZ	DIRECTOR	0	$0	$0	$0	$0	1

2016 · 10 people listed · 4 paid, $746K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	executive director	5	$0	$232,889	$3,278	$236,167	1
Cynthia D Peoples	Managing Director	0	$0	$161,394	$49,308	$210,702	1
Michael F Morris	Managing Director	0	$0	$177,732	$23,400	$201,132	1
Denise E Aguilera	General Counsel	2	$0	$84,896	$12,671	$97,567	1
Dr Peter Lisi	CHAIRMAN	0	$0	$0	$0	$0	1
Erika Steiner	director	0	$0	$0	$0	$0	1
julie savino	director	0	$0	$0	$0	$0	1
martin Budd	director	0	$0	$0	$0	$0	1
sarah sanders	Vice chairman	0	$0	$0	$0	$0	1
Steven Kitowicz	director	0	$0	$0	$0	$0	1

2015 · 10 people listed · 2 paid, $333K · 1 employee · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JEANETTE W WELDON	executive director	5	$0	$218,108	$1,778	$219,886	1
jeffrey asher	former executive director chefa	0	$0	$95,992	$16,713	$112,705	1
Barbara Rubin	Chairman	0	$0	$0	$0	$0	1
Dr Peter Lisi	director	0	$0	$0	$0	$0	1
Erika Steiner	director	0	$0	$0	$0	$0	1
julie savino	director	0	$0	$0	$0	$0	1
martin Budd	director	0	$0	$0	$0	$0	1
Paul Mutone	director	0	$0	$0	$0	$0	1
sarah sanders	Vice chairman	0	$0	$0	$0	$0	1
Steven Kitowicz	director	0	$0	$0	$0	$0	1

2013 · 10 people listed · none paid · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
BARBARA RUBIN	CHAIRMAN	2	$0	$0	$0	$0	1
JEFFREY ASHER	DIRECTOR	2	$0	$0	$0	$0	1
PAUL MUTONE	DIRECTOR	2	$0	$0	$0	$0	1
MARTIN BUDD	DIRECTOR	2	$0	$0	$0	$0	1
SARAH SANDERS	VICE CHAIRMAN	2	$0	$0	$0	$0	1
JULIE SAVINO	DIRECTOR	2	$0	$0	$0	$0	1
STEVEN KITOWICZ	DIRECTOR	2	$0	$0	$0	$0	1
ERIKA STEINER	DIRECTOR	2	$0	$0	$0	$0	1
DR PETER LISI	DIRECTOR	2	$0	$0	$0	$0	1
JEANETTE W WELDON	EXECUTIVE DIRECTOR	15	$0	$0	$0	$0	1

2012 · 3 people listed · none paid · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SARAH SANDERS	CHAIRMAN	2	$0	$0	$0	$0	1
JAMES HOWARTH	VICE CHAIRMAN	2	$0	$0	$0	$0	1
CRAIG LAPPEN	SECRETARY	2	$0	$0	$0	$0	1

2011 · 3 people listed · none paid · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MICHAEL MEOTTI	CHAIRMAN	2	$0	$0	$0	$0	1
SARAH SANDERS	VICE CHAIRMAN	2	$0	$0	$0	$0	1
LEWIS ROBINSON	SECRETARY	2	$0	$0	$0	$0	1

2010 · 2 people listed · none paid · 24 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MICHAEL MEOTTI	CHAIRMAN	2	$0	$0	$0	$0	1
SARAH K SANDERS	VICE CHAIRMAN & SECRETARY	2	$0	$0	$0	$0	1

2009 · 6 people listed · 3 paid, $755K · 94 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARK VALENTI	FORMER PRESIDENT	1	$303,100	$0	$14,275	$317,375	1
DIANE DEL ROSSO	Former SR. Vice PRESIDEN	4	$252,185	$0	$19,468	$271,653	1
RICHARD CROCE	Former ACTING PRESIDENT	16	$143,045	$0	$22,768	$165,813	1
MICHAEL MEOTTI	CHAIR	2	$0	$0	$0	$0	1
FRANK W RIDLEY	SECRETARY	2	$0	$0	$0	$0	1
HOWARD RIFKIN	VICE CHAIR	1	$0	$0	$0	$0	1

Highest-paid independent contractors

2025 · 2 contractors · $277K

Name	Location	Service	Paid
PHEAA	BALTIMORE, MD	LOAN SERVICER	$167,230
GOAL SOLUTIONS	SAN DIEGO, CA	PORTFOLIO ADMINISTRATION	$110,000

2024 · 2 contractors · $347K

Name	Location	Service	Paid
PHEAA	BALTIMORE, MD	LOAN SERVICER	$236,565
GOAL SOLUTIONS	SAN DIEGO, CA	PORTFOLIO ADMINISTRATION	$110,000

2023 · 3 contractors · $400K

Name	Location	Service	Paid
EDFINANCIAL	KNOXVILLE, TN	LOAN SERVICER	$172,041
PHEAA	BALTIMORE, MD	LOAN SERVICER	$117,576
GOAL SOLUTIONS	SAN DIEGO, CA	PORTFOLIO ADMINISTRATION	$110,000

2022 · 2 contractors · $493K

Name	Location	Service	Paid
EDFINANCIAL	KNOXVILLE, TN	LOAN SERVICER	$382,663
GOAL SOLUTIONS	SAN DIEGO, CA	PORTFOLIO ADMINISTRATION	$110,000

2021 · 2 contractors · $599K

Name	Location	Service	Paid
EDFINANCIAL	KNOXVILLE, TN	LOAN SERVICER	$489,469
GOAL SOLUTIONS	SAN DIEGO, CA	PORTFOLIO ADMINISTRATION	$110,000

2020 · 1 contractor · $578K

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$578,460

2019 · 1 contractor · $648K

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$648,442

2018 · 2 contractors · $928K

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$827,572
SAMUEL RAMIREZ & COMPANY	NEW YORK, NY	BROKER	$100,375

2017 · 2 contractors · $1.4M

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$953,027
EDUCATION SOLUTION PARTNERS LLC	CLEVELAND, OH	ADMINISTRATIVE SERVICES	$408,000

2016 · 3 contractors · $1.7M

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$1,107,067
EDUCATION SOLUTION PARTNERS LLC	CLEVELAND, OH	ADMINISTRATIVE SERVICES	$429,000
SAMUEL A RAMIREZ & CO	NEW YORK, NY	BROKER/DEALER FOR BONDS	$144,743

2015 · 3 contractors · $2.0M

Name	Location	Service	Paid
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER	$1,375,103
EDUCATION SOLUTION PARTNERS LLC	CLEVELAND, OH	ADMINISTRATIVE SERVICES	$444,000
SAMUEL A RAMIREZ & CO	NEW YORK, NY	BROKER/DEALER FOR BONDS	$147,212

2013 · 5 contractors · $12.7M

Name	Service	Paid
US DEPARTMENT OF EDUCATION	FEDERAL FAMILY LOAN PROGRAM	$10,299,555
EDFINANCIAL SERVICES LLC	LOAN SERVICER FOR STUDENT LOAN PORTFOLIO	$1,628,363
EDUCATION SOLUTION PARTNERS LLC	ADMINISTRATIVE AGENT	$515,238
SAMUEL A RAMIREZ & CO	INVESTMENT BANKER	$159,695
PULLMAN & COMLEY LLC	ATTORNEY	$100,759

2012 · 5 contractors · $14.4M

Name	Location	Service	Paid
US DEPARTMENT OF EDUCATION	MONTGOMERY, AL	FEDERAL FAMILY LOAN PROGRAM	$11,329,585
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER FOR STUDENT LOAN PORTFOLIO	$2,135,526
EDUCATION SOLUTION PARTNERS LLC	CLEVELAND, OH	ADMINISTRATIVE AGENT	$540,922
SAMUEL A RAMIREZ & CO	NEW YORK, NY	INVESTMENT BANKER	$197,905
PULLMAN & COMLEY LLC	BRIDGEPORT, CT	ATTORNEY	$161,611

2011 · 5 contractors · $17.4M

Name	Location	Service	Paid
US DEPARTMENT OF EDUCATION	MONTGOMERY, AL	FEDERAL FAMILY LOAN PROGRAM	$13,401,932
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	LOAN SERVICER FOR STUDENT LOAN PORTFOLIO	$2,826,830
SAMUEL A RAMIREZ & CO	NEW YORK, NY	INVESTMENT BANKER	$537,195
EDUCATION SOLUTION PARTNERS LLC	CLEVELAND, OH	ADMINISTRATIVE AGENT	$476,445
PULLMAN & COMLEY LLC	BRIDGEPORT, CT	ATTORNEY	$125,794

2010 · 5 contractors · $18.1M

Name	Location	Service	Paid
US DEPARTMENT OF EDUCATION	MONTGOMERY, AL	FFELP	$13,884,169
EDFINANCIAL SERVICES LLC	KNOXVILLE, TN	SERVICING	$3,152,813
SAMUEL A RAMERIZ & CO INC	NEW YORK, NY	ASSET MANAGEMENT	$483,938
EDUCATION SOLUTION PARTNERS	CLEVELAND, OH	MANAGEMENT	$388,170
PULLMAN & COMLEY LLC	BRIDGEPORT, CT	ATTORNEY	$166,845

2009 · 5 contractors · $18.7M

Name	Location	Service	Paid
US DEPARTMENT OF EDUCATION	MONTGOMERY, AL	FFELP	$14,214,056
GRANITE STATE MGMT & RES	CONCORD, NH	Servicing	$2,336,209
EDFINANCIAL SERVICES LLC	knoxville, TN	Servicing	$1,514,051
Pullman & Comley LLC	Bridgeport, CT	Attorney	$374,777
Education Solution Partners	cleveland, OH	Management	$281,000

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $600K

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2024 · 1 grant to organizations · $600K

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2023 · 1 grant to organizations · $500K

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2022 · 1 grant to organizations · $4.2M

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2021 · 1 grant to organizations · $2.5M

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2020 · 1 grant to organizations · $500K

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2019 · 1 grant to organizations · $500K

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2018 · 1 grant to organizations · $3.5M

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2017 · 1 grant to organizations · $4.0M

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2016 · 1 grant to organizations · $2.0M

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2015 · 1 grant to organizations · $9.9M

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2013 · 3 grants to organizations · $25.0M

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Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2025 · Form 990 period ending 2026-06-30 · view filing · original 990 ↗
$3,501,033	$3,104,925	$50,678,094	$21,728,831	$0	$3,411,475	$0	20	0
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$4,517,130	$4,064,642	$57,846,276	$21,332,723	$0	$4,317,988	$0	19	0
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$7,439,089	$6,164,486	$76,625,198	$20,880,235	$0	$7,157,102	$0	20	0
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$6,578,182	$9,957,241	$96,313,464	$19,605,632	$0	$6,219,190	$0	1	0
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$4,816,146	$6,033,188	$126,010,687	$22,984,691	$0	$4,806,952	$0	1	0
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$5,152,125	$4,026,832	$146,981,907	$24,201,733	$0	$5,052,098	$0	1	0
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$8,163,038	$6,842,377	$167,603,066	$23,076,440	$0	$8,074,445	$0	1	0
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$10,761,716	$12,996,628	$193,791,940	$21,755,779	$0	$10,612,857	$0	1	0
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$10,778,706	$12,601,297	$226,083,873	$23,990,691	$0	$10,681,510	$0	1	0
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$10,448,692	$9,861,045	$258,718,720	$25,813,282	$0	$10,412,030	$0	0	0
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$10,953,862	$17,763,880	$301,107,790	$25,225,635	$0	$10,925,004	$0	1	0
2013 · Form 990 period ending 2014-09-30 · view filing · original 990 ↗
$17,382,821	$34,963,616	$409,029,802	$33,503,868	$0	$17,256,158	$0	0	0
2012 · Form 990 period ending 2013-09-30 · view filing · original 990 ↗
$20,078,319	$13,561,094	$470,212,615	$51,094,911	$0	$19,921,700	$0	0	0
2011 · Form 990 period ending 2012-09-30 · view filing · original 990 ↗
$24,924,109	$17,236,881	$573,720,886	$45,340,074	$22,733	$22,709,409	$0	0	0
2010 · Form 990 period ending 2011-09-30 · amended · view filing · original 990 ↗
$27,799,551	$17,912,557	$677,843,238	$36,233,588	$0	$24,607,318	$0	24	0
2010 · Form 990 period ending 2011-09-30 · superseded · view filing · original 990 ↗
$27,799,551	$17,912,557	$677,843,238	$36,233,588	$0	$24,607,318	$0	24	0
2009 · Form 990 period ending 2010-09-30 · view filing · original 990 ↗
$45,773,702	$32,916,140	$735,662,956	$26,346,594	$0	$25,353,516	$698,330	94	0

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
NORTHWEST HILLS CREDIT UNION INC	CT	W60	$2,821,262	$2,064,890	PRESIDENT & CEO	$169,332	Same NTEE code W60, revenue within 2x, same state
C S B S EDUCATION FOUNDATION	DC	W60	$4,704,572	$4,770,794	PRESIDENT AND CEO, SECRETARY	$939,303	Same NTEE code W60, revenue within 2x
Brazos Education Funding Corporation Inc	TX	W60	$4,985,651	$3,763,300	President	$1,140,869	Same NTEE code W60, revenue within 2x
REGION 9 ECONOMIC DEVELOPMENT DISTRICT OF SOUTHWEST COLORADO INC	CO	W60	$2,282,111	$2,314,355	EXECUTIVE DIRECTOR	$134,137	Same NTEE code W60, revenue within 2x
CREDIT UNIONS IN THE STATE OF ARIZONA	AZ	W60	$3,590,854	$2,365,275	CEO/GENERAL MANAGER	$118,784	Same NTEE code W60, revenue within 2x
HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO	CA	W60	$3,389,390	$2,951,827	EXECUTIVE DIRECTOR	$319,261	Same NTEE code W60, revenue within 2x
BENEFICIAL STATE FOUNDATION	CA	W60	$5,346,285	$5,623,982	EXEC DIR AND CHIEF IMPACT OFFICER	$226,226	Same NTEE code W60, revenue within 2x
NIXYAAWII COMMUNITY FINANCIAL SERVICES	OR	W60	$2,035,181	$1,384,549	Executive Dir.	$143,840	Same NTEE code W60, revenue within 2x
MASSACHUSETTS CREDIT UNION SHARE INSURANCE CORPORATION	MA	W60	$4,151,712	$4,191,467	PRESIDENT/CEO	$1,121,812	Same NTEE code W60, revenue within 2x
STATE CHARTERED CREDIT UNIONS IN FLORIDA	FL	W60	$2,094,186	$1,791,996	CEO OR MANAGER	$114,687	Same NTEE code W60, revenue within 2x
VOCALITY COMMUNITY CREDIT UNION	CA	W60	$2,021,430	$2,221,796	PRESIDENT/CEO	$160,556	Same NTEE code W60, revenue within 2x
JACKSON COUNTY CO-OP CREDIT UNION	IN	W60	$1,930,736	$1,517,923	CEO	$145,229	Same NTEE code W60, revenue within 2x
CREDIT UNIONS IN THE STATE OF WASHINGTON	WA	W60	$4,033,298	$4,081,596	CEO	$149,600	Same NTEE code W60, revenue within 2x
PROVIDENT LOAN SOCIETY OF NEW YORK	NY	W60	$5,087,903	$4,957,069	PRESIDENT & CEO	$277,760	Same NTEE code W60, revenue within 2x
CHAMPION COMMUNITY CREDIT UNION	AL	W60	$2,642,576	$2,219,144	PRESIDENT/CE	$156,153	Same NTEE code W60, revenue within 2x
RIPPLE CREDIT UNION	WI	W60	$2,393,235	$1,806,442	PRESIDENT/CE	$128,826	Same NTEE code W60, revenue within 2x
SOCIAL SECURITY CREDIT UNION	AL	W60	$1,985,108	$1,644,544	CEO/MANAGER	$0	Same NTEE code W60, revenue within 2x
CAPROCK SANTE FE CREDIT UNION	TX	W60	$2,964,048	$2,007,296	PRESIDENT/CEO	$166,284	Same NTEE code W60, revenue within 2x
FRESNO POLICE DEPARTMENT CREDIT UNI	CA	W60	$1,824,326	$1,454,966	CEO	$156,650	Same NTEE code W60, revenue within 2x
TENNESSEE EMPLOYEES CREDIT UNION	TN	W60	$1,990,154	$1,825,170	CEO	$171,002	Same NTEE code W60, revenue within 2x
FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION	CA	W60	$6,825,721	$5,784,612	President & CEO	$220,969	Same NTEE code W60, revenue within 2x
NATIONAL BANKERS ASSOCIATION INC	DC	W60	$2,356,113	$2,039,247	PRESIDENT & CEO	$522,811	Same NTEE code W60, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN	MI	W60	$1,779,584	$977,634	Secretary	$0	Same NTEE code W60, revenue within 2x
VALLEY CREDIT UNION	AL	W60	$5,385,062	$4,843,255	CEO/SEC/TREA	$231,277	Same NTEE code W60, revenue within 2x
CREDIT UNIONS IN THE STATE OF WASHINGTON	WA	W60	$3,026,946	$3,025,541	PRESIDENT/CEO	$195,205	Same NTEE code W60, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Total given	Grants	Organizations funded	Type	Years	Which ones
KATTOM FOUNDATION	$44,478,036	7	1	Private foundation	2016–2024	BENEFICIAL STATE FOUNDATION
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES	$8,968,256	17	1	DAF sponsor	2009–2024	HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
TIDES FOUNDATION	$5,426,767	2	1	DAF sponsor	2018–2024	BENEFICIAL STATE FOUNDATION
JAMES IRVINE FOUNDATION	$3,082,500	8	1	Private foundation	2018–2024	FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
POSSIBILITY LABS	$2,000,000	2	1	DAF sponsor	2023–2024	FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
KOUM FAMILY FOUNDATION	$1,450,000	3	1	Private foundation	2023–2024	HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
JPMORGAN CHASE FOUNDATION	$1,201,674	11	2	Private foundation	2015–2025	TRUE ACCESS CAPITAL CORPORATION; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
DONOR ADVISED CHARITABLE GIVING	$1,195,989	11	1	DAF sponsor	2014–2024	HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
CITI FOUNDATION	$1,000,000	2	2	Private foundation	2020–2020	FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; TRUE ACCESS CAPITAL CORPORATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	$711,123	9	1	DAF sponsor	2016–2024	HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
OREGON COMMUNITY FOUNDATION	$579,743	7	1	DAF sponsor	2019–2024	NIXYAAWII COMMUNITY FINANCIAL SERVICES
NORTHWEST AREA FOUNDATION	$525,000	4	1	Private foundation	2021–2024	NIXYAAWII COMMUNITY FINANCIAL SERVICES
ROBERT WOOD JOHNSON FOUNDATION	$499,997	2	1	Private foundation	2022–2023	NATIONAL BANKERS ASSOCIATION INC
BANK OF AMERICA CHARITABLE FOUNDATION INC	$415,100	9	3	Private foundation	2012–2023	TRUE ACCESS CAPITAL CORPORATION; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
SILICON VALLEY COMMUNITY FOUNDATION	$353,700	13	2	DAF sponsor	2010–2024	HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; BENEFICIAL STATE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $3,104,925 spent · pay $0 · grants $600,000 · events $1,492

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$1,592,116	$1,592,116	-	-	51.3%
Grants to US organizations and governments		$600,000	$600,000	-	-	19.3%
Other (as described)	CONSOLIDATION FEE	$342,413	$342,413	-	-	11.0%
Fees: management		$205,479	-	$205,479	-	6.6%
Other (as described)	LOAN SERVICE FEE	$164,924	$164,924	-	-	5.3%
Other (as described)	PROVISION FOR LOAN LOSS	$68,000	$68,000	-	-	2.2%
Other (as described)	TRUST ADMINISTRATIVE FE	$60,772	$60,772	-	-	2.0%
Fees: accounting		$39,466	-	$39,466	-	1.3%
Insurance		$15,769	-	$15,769	-	0.5%
Fees: legal		$7,021	-	$7,021	-	0.2%
Office expenses		$5,501	$5,501	-	-	0.2%
Conferences, conventions and meetings		$1,492	$1,492	-	-	0.0%
Travel		$1,037	-	$1,037	-	0.0%
Information technology		$935	$935	-	-	0.0%
Total		$3,104,925				100%

View the filing

2024 · Form 990 · $4,064,642 spent · pay $0 · grants $600,000 · events $1,124

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$2,495,741	$2,495,741	-	-	61.4%
Grants to US organizations and governments		$600,000	$600,000	-	-	14.8%
Other (as described)	CONSOLIDATION FEE	$399,884	$399,884	-	-	9.8%
Fees: management		$210,773	-	$210,773	-	5.2%
Other (as described)	LOAN SERVICE FEE	$194,227	$194,227	-	-	4.8%
Other (as described)	PROVISION FOR LOAN LOSS	$101,000	$101,000	-	-	2.5%
Other (as described)	TRUST ADMINISTRATIVE FE	$26,923	$26,923	-	-	0.7%
Insurance		$15,688	-	$15,688	-	0.4%
Fees: legal		$11,125	-	$11,125	-	0.3%
Office expenses		$5,285	$5,285	-	-	0.1%
Conferences, conventions and meetings		$1,124	$1,124	-	-	0.0%
Travel		$914	-	$914	-	0.0%
Fees: accounting		$871	-	$871	-	0.0%
Information technology		$794	$794	-	-	0.0%
All other expenses		$293	$293	-	-	0.0%
Total		$4,064,642				100%

View the filing

2023 · Form 990 · $6,164,486 spent · pay $0 · grants $500,000 · events $1,692

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$4,531,045	$4,531,045	-	-	73.5%
Other (as described)	CONSOLIDATION FEE	$547,273	$547,273	-	-	8.9%
Grants to US organizations and governments		$500,000	$500,000	-	-	8.1%
Other (as described)	LOAN SERVICE FEE	$271,682	$271,682	-	-	4.4%
Fees: management		$196,891	-	$196,891	-	3.2%
Other (as described)	TRUST ADMINISTRATIVE FE	$42,050	$42,050	-	-	0.7%
Fees: accounting		$35,617	-	$35,617	-	0.6%
Fees: legal		$19,840	-	$19,840	-	0.3%
Insurance		$13,300	-	$13,300	-	0.2%
Office expenses		$4,218	$4,218	-	-	0.1%
Conferences, conventions and meetings		$1,692	$1,692	-	-	0.0%
Information technology		$438	$438	-	-	0.0%
Travel		$328	-	$328	-	0.0%
Other (as described)	COLLECTION SERVICE FEES	$112	$112	-	-	0.0%
Total		$6,164,486				100%

View the filing

2022 · Form 990 · $9,957,241 spent · pay $0 · grants $4,250,000 · events $1,560

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$4,307,651	$4,307,651	-	-	43.3%
Grants to US organizations and governments		$4,250,000	$4,250,000	-	-	42.7%
Other (as described)	CONSOLIDATION FEE	$687,491	$687,491	-	-	6.9%
Other (as described)	LOAN SERVICE FEE	$378,721	$378,721	-	-	3.8%
Fees: management		$202,372	-	$202,372	-	2.0%
Other (as described)	TRUST ADMINISTRATIVE FE	$58,494	$58,494	-	-	0.6%
Fees: accounting		$38,601	-	$38,601	-	0.4%
Other (as described)	ASSOCIATION AND MEMBERS	$15,250	$15,250	-	-	0.2%
Insurance		$12,954	-	$12,954	-	0.1%
Conferences, conventions and meetings		$1,560	$1,560	-	-	0.0%
Office expenses		$1,390	$1,390	-	-	0.0%
All other expenses		$1,380	$1,380	-	-	0.0%
Fees: legal		$1,012	-	$1,012	-	0.0%
Information technology		$365	$365	-	-	0.0%
Total		$9,957,241				100%

View the filing

2021 · Form 990 · $6,033,188 spent · pay $0 · grants $2,500,000 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,500,000	$2,500,000	-	-	41.4%
Interest		$1,839,725	$1,839,725	-	-	30.5%
Other (as described)	CONSOLIDATION FEE	$862,351	$862,351	-	-	14.3%
Other (as described)	LOAN SERVICE FEE	$424,680	$424,680	-	-	7.0%
Fees: management		$178,512	-	$178,512	-	3.0%
Other (as described)	PROVISION FOR LOAN LOSS	$102,000	$102,000	-	-	1.7%
Other (as described)	TRUST ADMINISTRATIVE FE	$74,711	$74,711	-	-	1.2%
Fees: accounting		$31,990	-	$31,990	-	0.5%
Insurance		$14,332	-	$14,332	-	0.2%
All other expenses		$2,722	$2,722	-	-	0.0%
Office expenses		$2,165	$2,165	-	-	0.0%
Total		$6,033,188				100%

View the filing

2020 · Form 990 · $4,026,832 spent · pay $0 · grants $500,000 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$1,756,625	$1,756,625	-	-	43.6%
Other (as described)	CONSOLIDATION FEE	$990,268	$990,268	-	-	24.6%
Grants to US organizations and governments		$500,000	$500,000	-	-	12.4%
Other (as described)	LOAN SERVICE FEE	$450,258	$450,258	-	-	11.2%
Fees: management		$161,877	-	$161,877	-	4.0%
Other (as described)	TRUST ADMINISTRATIVE FE	$88,353	$88,353	-	-	2.2%
Fees: accounting		$37,880	-	$37,880	-	0.9%
Insurance		$19,338	-	$19,338	-	0.5%
Office expenses		$17,306	$17,306	-	-	0.4%
Information technology		$2,992	$2,992	-	-	0.1%
Other (as described)	COLLECTION COSTS/FEES	$1,715	$1,715	-	-	0.0%
All other expenses		$220	$220	-	-	0.0%
Total		$4,026,832				100%

View the filing

2019 · Form 990 · $6,842,377 spent · pay $0 · grants $500,000 · events $290

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$4,125,838	$4,125,838	-	-	60.3%
Other (as described)	CONSOLIDATION FEE	$1,128,907	$1,128,907	-	-	16.5%
Other (as described)	LOAN SERVICE FEE	$648,442	$648,442	-	-	9.5%
Grants to US organizations and governments		$500,000	$500,000	-	-	7.3%
Fees: management		$106,994	-	$106,994	-	1.6%
Other (as described)	DEBT ISSUE COST	$105,576	$105,576	-	-	1.5%
Other (as described)	BAD DEBT EXPENSE	$79,000	$79,000	-	-	1.2%
Fees: investment management		$50,000	-	$50,000	-	0.7%
Fees: accounting		$36,350	-	$36,350	-	0.5%
Insurance		$30,404	-	$30,404	-	0.4%
Office expenses		$20,029	$20,029	-	-	0.3%
Information technology		$7,413	$7,413	-	-	0.1%
All other expenses		$3,134	$3,134	-	-	0.0%
Conferences, conventions and meetings		$290	$290	-	-	0.0%
Total		$6,842,377				100%

View the filing

2018 · Form 990 · $12,996,628 spent · pay $0 · grants $3,500,000 · events $702

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$6,579,686	$6,579,686	-	-	50.6%
Grants to US organizations and governments		$3,500,000	$3,500,000	-	-	26.9%
Other (as described)	CONSOLIDATION FEE	$1,280,530	$1,280,530	-	-	9.9%
Other (as described)	LOAN SERVICE FEE	$772,517	$772,517	-	-	5.9%
Other (as described)	BAD DEBT EXPENSE	$394,000	$394,000	-	-	3.0%
Fees: management		$132,803	-	$132,803	-	1.0%
Other (as described)	DEBT ISSUE COST	$124,771	$124,771	-	-	1.0%
All other expenses		$86,260	$86,260	-	-	0.7%
Fees: investment management		$50,000	-	$50,000	-	0.4%
Fees: accounting		$39,320	-	$39,320	-	0.3%
Insurance		$28,607	-	$28,607	-	0.2%
Information technology		$7,388	$7,388	-	-	0.1%
Conferences, conventions and meetings		$702	$702	-	-	0.0%
Office expenses		$44	$44	-	-	0.0%
Total		$12,996,628				100%

View the filing

2017 · Form 990 · $12,601,297 spent · pay $0 · grants $4,000,000 · events $510

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$5,625,640	$5,625,640	-	-	44.6%
Grants to US organizations and governments		$4,000,000	$4,000,000	-	-	31.7%
Other (as described)	CONSOLIDATION FEE	$1,429,576	$1,429,576	-	-	11.3%
Other (as described)	LOAN SERVICE FEE	$874,839	$874,839	-	-	6.9%
Fees: management		$312,440	-	$312,440	-	2.5%
Other (as described)	DEBT ISSUE COST	$144,054	$144,054	-	-	1.1%
Other (as described)	COLLECTION COSTS/FEES	$80,386	$80,386	-	-	0.6%
Fees: investment management		$50,000	-	$50,000	-	0.4%
Fees: accounting		$36,120	-	$36,120	-	0.3%
Insurance		$27,539	-	$27,539	-	0.2%
Fees: legal		$10,535	$10,535	-	-	0.1%
Information technology		$6,510	$6,510	-	-	0.1%
Travel		$1,982	$1,982	-	-	0.0%
All other expenses		$615	$615	-	-	0.0%
Office expenses		$551	$551	-	-	0.0%
Conferences, conventions and meetings		$510	$510	-	-	0.0%
Total		$12,601,297				100%

View the filing

2016 · Form 990 · $9,861,045 spent · pay $0 · grants $2,000,000 · events $486

Line	As described	Total	Program	Management	Fundraising	Share
Interest		$4,493,042	$4,493,042	-	-	45.6%
Grants to US organizations and governments		$2,000,000	$2,000,000	-	-	20.3%
Other (as described)	CONSOLIDATION FEE	$1,603,880	$1,603,880	-	-	16.3%
Other (as described)	LOAN SERVICE FEE	$1,003,435	$1,003,435	-	-	10.2%
Fees: management		$412,705	-	$412,705	-	4.2%
Other (as described)	DEBT ISSUE COST	$168,264	$168,264	-	-	1.7%
Other (as described)	COLLECTION COSTS/FEES	$60,017	$60,017	-	-	0.6%
Fees: investment management		$50,000	-	$50,000	-	0.5%
Fees: accounting		$36,886	-	$36,886	-	0.4%
Insurance		$27,148	-	$27,148	-	0.3%
Fees: legal		$3,054	$3,054	-	-	0.0%
Travel		$1,164	$1,164	-	-	0.0%
Office expenses		$574	$574	-	-	0.0%
Conferences, conventions and meetings		$486	$486	-	-	0.0%
All other expenses		$230	$230	-	-	0.0%
Information technology		$160	$160	-	-	0.0%
Total		$9,861,045				100%

View the filing

2015 · Form 990 · $17,763,880 spent · pay $0 · grants $9,888,710 · events $1,055

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$9,888,710	$9,888,710	-	-	55.7%
Interest		$3,973,549	$3,973,549	-	-	22.4%
Other (as described)	CONSOLIDATION FEE	$1,797,093	$1,797,093	-	-	10.1%
Other (as described)	LOAN SERVICE FEE	$1,192,338	$1,192,338	-	-	6.7%
Fees: management		$447,660	-	$447,660	-	2.5%
Other (as described)	DEBT ISSUE COST	$195,798	$195,798	-	-	1.1%
Other (as described)	Bad debt expense	$100,000	$100,000	-	-	0.6%
All other expenses		$66,199	$66,199	-	-	0.4%
Fees: accounting		$38,000	-	$38,000	-	0.2%
Insurance		$30,100	-	$30,100	-	0.2%
Fees: investment management		$25,000	-	$25,000	-	0.1%
Fees: legal		$6,000	$6,000	-	-	0.0%
Travel		$2,021	$2,021	-	-	0.0%
Conferences, conventions and meetings		$1,055	$1,055	-	-	0.0%
Office expenses		$357	$357	-	-	0.0%
Total		$17,763,880				100%

View the filing

2013 · Form 990 · $34,963,616 spent · pay $0 · grants $25,000,000 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$25,000,000	$25,000,000	-	-	71.5%
Other (as described)	TRUST ESTATE/ SERVICING	$4,770,962	$4,770,962	-	-	13.6%
Other (as described)	BOND INTEREST	$4,290,279	$4,290,279	-	-	12.3%
Fees: management		$493,991	-	$493,991	-	1.4%
Other (as described)	BAD DEBT EXPENSE	$150,000	$150,000	-	-	0.4%
Fees: legal		$106,271	-	$106,271	-	0.3%
Fees: accounting		$60,000	$51,000	$9,000	-	0.2%
Insurance		$57,995	$49,296	$8,699	-	0.2%
Other (as described)	COLLECTION COSTS	$20,035	$20,035	-	-	0.1%
All other expenses		$8,243	$6,182	$2,061	-	0.0%
Travel		$5,840	$4,964	$876	-	0.0%
Total		$34,963,616				100%

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2012 · Form 990 · $13,561,094 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	TRUST ESTATE/ SERVICING	$5,596,530	$5,596,530	-	-	41.3%
Other (as described)	BOND INTEREST	$5,592,715	$5,592,715	-	-	41.2%
Other (as described)	BAD DEBT EXPENSE	$1,500,000	$1,500,000	-	-	11.1%
Fees: management		$549,084	-	$549,084	-	4.0%
Fees: legal		$182,393	-	$182,393	-	1.3%
Fees: accounting		$58,793	$49,974	$8,819	-	0.4%
Insurance		$52,734	$44,824	$7,910	-	0.4%
Other (as described)	COLLECTION COSTS	$19,081	$19,081	-	-	0.1%
Travel		$5,013	$4,262	$751	-	0.0%
All other expenses		$2,686	$2,009	$677	-	0.0%
Fees: other services		$2,065	$1,755	$310	-	0.0%
Total		$13,561,094				100%

View the filing

2011 · Form 990 · $17,236,881 spent · pay $215 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	BOND INTEREST	$8,320,640	$8,320,640	-	-	48.3%
Other (as described)	TRUST ESTATE	$6,743,430	$6,743,430	-	-	39.1%
Other (as described)	BAD DEBT EXPENSE	$1,400,000	$1,400,000	-	-	8.1%
Fees: management		$491,082	-	$491,082	-	2.8%
Fees: legal		$160,930	-	$160,930	-	0.9%
Insurance		$54,285	$46,142	$8,143	-	0.3%
Fees: accounting		$36,372	$30,916	$5,456	-	0.2%
Other (as described)	COLLECTION COSTS	$12,089	$12,089	-	-	0.1%
Fees: other services		$12,000	$10,200	$1,800	-	0.1%
Travel		$3,394	$2,885	$509	-	0.0%
All other expenses		$2,444	$2,077	$367	-	0.0%
Other employee benefits		$215	-	$215	-	0.0%
Total		$17,236,881				100%

View the filing

2010 · Form 990 · $17,912,557 spent · pay $564 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	SECONDARY MARKET EXPENS	$17,153,015	$17,153,015	-	-	95.8%
Fees: management		$387,271	-	$387,271	-	2.2%
Fees: legal		$226,878	-	$226,878	-	1.3%
Fees: accounting		$75,000	$63,750	$11,250	-	0.4%
Insurance		$54,285	$46,142	$8,143	-	0.3%
Other (as described)	COLLECTION COSTS	$8,106	$8,106	-	-	0.0%
Travel		$2,773	$2,357	$416	-	0.0%
Information technology		$2,373	$2,017	$356	-	0.0%
Fees: other services		$2,219	$1,886	$333	-	0.0%
Other employee benefits		$564	$479	$85	-	0.0%
Office expenses		$73	$73	-	-	0.0%
Total		$17,912,557				100%

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2009 · Form 990 · $32,916,140 spent · pay $1,508,420 · grants $0 · events $152

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	Secondary Market Expens	$26,925,068	$26,925,068	-	-	81.8%
Other (as described)	Transfer of Federal Res	$1,873,441	$1,873,441	-	-	5.7%
Other salaries and wages		$1,024,642	$870,946	$153,696	-	3.1%
Other (as described)	COLLECTION COSTS	$617,586	$617,586	-	-	1.9%
Information technology		$510,417	$433,854	$76,563	-	1.6%
Fees: management		$403,606	-	$403,606	-	1.2%
Other employee benefits		$388,702	$330,397	$58,305	-	1.2%
Fees: legal		$360,981	-	$360,981	-	1.1%
Other (as described)	unreimbursed guarantee	$221,256	$221,256	-	-	0.7%
Office expenses		$172,422	$146,559	$25,863	-	0.5%
Payroll taxes		$95,076	$80,815	$14,261	-	0.3%
Occupancy		$72,328	$61,479	$10,849	-	0.2%
Fees: accounting		$63,768	$57,188	$6,580	-	0.2%
Other (as described)	bank fees	$62,286	$52,943	$9,343	-	0.2%
Insurance		$53,510	$45,484	$8,026	-	0.2%
Fees: other services		$45,537	$38,706	$6,831	-	0.1%
Travel		$21,850	$18,572	$3,278	-	0.1%
Depreciation and depletion		$3,512	$2,985	$527	-	0.0%
Conferences, conventions and meetings		$152	$129	$23	-	0.0%
Total		$32,916,140				100%

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