2024-09-24T09:57:23-05:00 2024-06-30 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2023-07-01 060812178 CONNECTICUT STUDENT LOAN FOUNDATION CONN 8607618418 1 FINANCIAL PLAZA 20TH FLOOR 2000 HARTFORD CT 06103 JEANETTE WELDON EXECUTIVE DIRECTOR 8607618418 2024-09-17 1 1 THOMAS GOLDFUSS P01373588 8605223111 2023 2024-08-08 14:25:15Z X JEANETTE WELDON 1 FINANCIAL PLAZA 20TH FLOOR 2000 HARTFORD CT 06103 7439089 0 X WWW.CSLF.ORG X 1967 CT 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. 9 8 20 0 0 0 0 0 6219190 7157102 226992 241987 132000 40000 6578182 7439089 4250000 500000 0 0 0 0 0 0 0 5707241 5664486 9957241 6164486 -3379059 1274603 96313464 76625198 76707832 55744963 19605632 20880235 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. 0 0 5398510 7197102 STUDENT LOAN MANAGEMENT AND INTEREST ON STUDENT LOAN RECEIVABLES. 500000 500000 CONTRIBUTIONS TO CT HIGHER EDUCATION SUPPLEMENTAL LOAN AUTHORITY (CHESLA) IN SUPPORT OF PROGRAMS TO IMPROVE EDUCATIONAL OPPORTUNITIES BY PROVIDING SCHOLARSHIPS. 5898510 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CT X JOANNE MACKEWICZ 8607618418 1 FINANCIAL PLAZA 20TH FLOOR SUITE HARTFORD CT 06103 DR PETER W LISI CHAIRMAN 0.20 2.00 X X 0 0 0 JULIE SAVINO VICE CHAIRMAN 0.20 2.00 X X 0 0 0 ERICK RUSSELL ACTING TREASURER 0.20 0.20 X 0 0 0 JEFFREY R BECKHAM SECRETARY 0.20 0.20 X 0 0 0 TERRENCE CHENG DIRECTOR 0.20 0.20 X 0 0 0 MARTIN BUDD DIRECTOR 0.20 2.00 X 0 0 0 ANDREW FOSTER DIRECTOR 0.20 2.00 X 0 0 0 DR KELLI-MARIE VALLIERS PHD DIRECTOR 0.20 0.20 X 0 0 0 JEANETTE W WELDON EXECUTIVE DIRECTOR 5.00 35.00 X X 0 274559 54105 MICHAEL F MORRIS MANAGING DIRECTOR 0.10 40.00 X 0 220965 29695 DENISE E AGUILERA GENERAL COUNSEL 2.00 38.00 X 0 220196 29619 CYNTHIA D PEOPLES-H FORMER MANAGING DIRECTOR 0.10 40.00 X 0 99377 0 CHARLES BODIE MANAGING DIRECTOR - EFFECTIVE JULY 2023 0.10 40.00 X 0 85532 0 JOANNE MACKEWICZ CONTROLLER 0.10 40.00 X 0 185979 26855 0 1086608 140274 0 0 1 0 EDFINANCIAL 298 NORTH SEVEN OAKS DRIVE KNOXVILLE TN 37922 LOAN SERVICER 172041 PHEAA PO BOX 64849 BALTIMORE MD 212644849 LOAN SERVICER 117576 GOAL SOLUTIONS 402 WEST BROADWAY SUITE 200 SAN DIEGO CA 92101 PORTFOLIO ADMINISTRATION 110000 3 LOAN PORTFOLIO INTERES 900099 7056860 7056860 LATE FEE INCOME 900099 100242 100242 7157102 241987 241987 BAD DEBT RECOVERY 900099 40000 40000 40000 7439089 7197102 0 241987 500000 500000 196891 196891 19840 19840 35617 35617 4218 4218 438 438 328 328 1692 1692 4531045 4531045 13300 13300 CONSOLIDATION FEE 547273 547273 LOAN SERVICE FEE 271682 271682 TRUST ADMINISTRATIVE FE 42050 42050 COLLECTION SERVICE FEES 112 112 6164486 5898510 265976 0 120192 94964 4044323 8789515 6191403 4493506 12026 12206 23567 24872 85921953 63210001 0 134 96313464 76625198 890549 342625 75817283 55402338 76707832 55744963 X 0 0 0 0 19605632 20880235 19605632 20880235 96313464 76625198 1274603 0 X X 0 1 X 1 0 X 8074445 5052098 4806952 6219190 7157102 31309787 8074445 5052098 4806952 6219190 7157102 31309787 0 0 0 31309787 88593 3027 9194 226992 241987 569793 88593 3027 9194 226992 241987 569793 97000 132000 40000 269000 8163038 5152125 4816146 6578182 7439089 32148580 0.97390 0.98010 0.01770 0.01340 X 0 STUDENT LOAN PORTFOLIO 63210001 C 63210001 BONDS PAYABLE AND RELATED LIABILITIES 55402338 55402338 1 CT HIGHER EDUCATION SUPPLEMENTAL LOAN AUTHORITY 1 FINANCIAL PLAZA 20TH FLOOR SUITE 2000 HARTFORD CT 06103 170(C)(1) 500000 0 BOOK SCHOLARSHIPS 1 1 PART I, LINE 2: AS THE BOARDS OF THE REPORTING AND RECEIVING ORGANIZATIONS ARE THE SAME, THE BOARD MONITORS THE USE OF FUNDS FOR THEIR INTENDED PURPOSES ON A ROUTINE BASIS THROUGH ATTENDANCE AT CHESLA BOARD MEETINGS AND REVIEW OF CHESLA'S FINANCIAL REPORTS. 0 0 0 0 0 0 0 0 0 JEANETTE W WELDON EXECUTIVE DIRECTOR 0 274559 0 0 0 0 0 31066 0 23039 0 328664 0 0 MICHAEL F MORRIS MANAGING DIRECTOR 0 220965 0 0 0 0 0 24147 0 5548 0 250660 0 0 DENISE E AGUILERA GENERAL COUNSEL 0 217696 0 2500 0 0 0 23871 0 5748 0 249815 0 0 JOANNE MACKEWICZ CONTROLLER 0 183479 0 2500 0 0 0 20618 0 6237 0 212834 0 0 FORM 990, PART VI, SECTION A, LINE 3 CSLF CONTRACTED ADMINISTRATION TO GOAL STRUCTURED SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 7A CSLF BOARD MEMBERS ARE APPOINTED BY STATUTE OR DESIGNATED BY THE CHEFA BOARD. CERTAIN STATUTORY BOARD MEMBERS ARE ELIGIBLE TO DESIGNATE ANOTHER INDIVDIUAL TO FILL THEIR POSITION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CSLF BOARD OF DIRECTORS RECEIVES ANNUAL ETHICS TRAINING AND THE DIRECTORS AND AUTHORIZED OFFICERS FILE AN ANNUAL STATEMENT OF FINANCIAL INTERESTS WITH THE STATE OF CONNECTICUT OFFICE OF STATE ETHICS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (CHEFA) 1 FINANCIAL PLAZA 20TH FLOOR SUITE HARTFORD CT 06103 060806186 CONDUIT ISSUER OF TAX-EXEMPT BONDS CT 170(C)(1) 0 CONNECTICUT HIGHER EDUCATION SUPPLEMENTAL LOAN AUTHORITY (CHESLA) 1 FINANCIAL PLAZA 20TH FLOOR SUITE HARTFORD CT 06103 061157755 ISSUE TAX-EXEMPT BONDS FOR STUDENTS CT 170(C)(1) CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (CHEFA) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 CONNECTICUT HIGHER EDUCATION SUPPLEMENTAL LOAN AUTHORITY (CHESLA) B 500000 CASH