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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 81-1638967 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Jantz Hoffman
Total Revenue
$134K
FY2024
Total Expenses
$203K
FY2024
Net Assets
$99K
Program Ratio
80.3%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.