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Passes our checks

Certified Student Loan Advisors Board of Standards

EIN 81-1638967 · Plano, TX

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthNot ratedToo small or too little detailGovernanceNot ratedThe short tax form does not cover thisImpact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$134,046
Spending
$203,406
Reserves
5.8 months of spending
Largest source of income
fees for its services, 67%
Highest pay
$53,000, chairman

Source: Form 990EZ for the year ending February 28, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990EZ for the year ending February 28, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.

Source: Form 990EZ for the year ending February 28, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $163,391 spent. 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.

Source: Form 990EZ for the year ending February 28, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending February 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since June 2016.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.