2025-12-12T15:52:20-06:00 2025-07-31 541487262 MATTHEWS CARTER & BOYCE 12730 FAIR LAKES CIRCLE SUITE 510 FAIRFAX VA 22033 990 2024-08-01 364023700 STUDENT LOAN SERVICING ALLIANCE INC STUD 2029556055 2210 MOUNT VERNON AVENUE SUITE 207 ALEXANDRIA VA 22301 PHIL KINMAN TREASURER 2029556055 2025-12-12 1 0 KATHLEEN M FLAHERTY P00969957 7032183600 2025-12-12 2024 2025-03-06 01:10:19Z C TAPSCOTT BUCHANAN 2210 MOUNT VERNON AVENUE SUITE 207 ALEXANDRIA VA 22301 514368 0 X WWW.SLSA.NET X 1995 IL REPRESENTATION OF FEDERAL AND PRIVATE EDUCATION LOAN SERVICERS IN CONNECTION WITH LAWS AND REGULATIONS AFFECTING STUDENT LOANS AND PROMOTION OF INDUSTRY BEST PRACTICES. 10 10 1 0 0 0 0 0 358404 513250 32 1118 0 0 358436 514368 0 0 0 0 268406 295005 0 0 0 70213 188571 338619 483576 19817 30792 170960 201752 0 0 170960 201752 X TRADE ASSOCIATION TO REPRESENT LOAN SERVICERS IN THE FEDERAL EDUCATION LOAN PROGRAMS AUTHORIZED BY TITLE IV OF THE HIGHER EDUCATION ACT OF 1965, AS AMENDED, AS WELL AS LENDERS AND SERVICERS OF PRIVATE EDUCATION LOANS, IN CONNECTION WITH FEDERAL AND STATE LAWS AND REGULATIONS AFFECTING EDUCATION LOANS, AND TO PROMOTE BEST PRACTICES IN THE LOAN SERVICING INDUSTRY. 0 0 DEVELOPED CONSENSUS POSITIONS AMONG APPROXIMATELY 40 FEDERAL AND PRIVATE EDUCATION LOAN SERVICING ORGANIZATIONS AND PARTNERS ON ISSUES TO PRESENT TO THE US CONGRESS, THE US DEPARTMENT OF EDUCATION (ED), AND OTHER FEDERAL AND STATE AGENCIES, INCLUDING THE CONSUMER FINANCIAL PROTECTION BUREAU (CFPB, THE FEDERAL COMMUNICATIONS COMMISSION (FCC), AND THE DEPARTMENT OF TREASURY, WITH RESPECT TO BOTH FEDERAL STUDENT LOANS AND PRIVATE EDUCATION LOANS IN CONNECTION WITH: ED NEGOTIATED RULEMAKING PROCESS; INDUSTRY IMPLEMENTATION GUIDANCE IN CONNECTION WITH INCOME-DRIVEN REPAYMENT PLANS AND THE SCRA; MEETINGS WITH ED, CFPB, THE DEPARTMENT OF TREASURY AND THE CONSUMER DATA INDUSTRY ASSOCIATION (CDIA) IN CONNECTION WITH CREDIT REPORTING BY STUDENT LOAN SERVICERS; COMMENTS IN RESPONSE TO VARIOUS REQUESTS FOR INFORMATION/COMMENT FROM THE CFPB IN CONNECTION WITH FEDERAL AND PRIVATE EDUCATION LOANS, COMPLAINTS ON FEDERAL AND PRIVATE EDUCATION LOANS, AND STUDENT LOAN SERVICING; CONTINUED IMPLEMENTATION OF THE DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT (PL111-203); RESPONSES TO REQUESTS FOR INFORMATION FROM CONGRESSIONAL STAFF ON STUDENT LOAN SERVICING ISSUES; ANALYSIS OF LEGISLATIVE PROVISIONS AFFECTING FEDERAL STUDENT LOANS AND PRIVATE EDUCATION LOANS IN CONNECTION WITH THE REAUTHORIZATION OF THE HIGHER EDUCATION ACT; COMMENTS ON VARIOUS ED FORMS FOR THE FFELP AND DIRECT LOAN PROGRAMS; STATE LEGISLATION/REGULATION REQUIRING LICENSURE OF STUDENT LOAN SERVICERS, INCLUDING COMMENTS ON LEGISLATIVE AND REGULATORY PROPOSALS, MEETINGS WITH STATE LEGISLATORS AND TESTIMONY BEFORE VARIOUS STATE LEGISLATIVE COMMITTEES; AND EFFORTS TO EDUCATE LEGISLATORS AND REGUALTORS ON THE FEDERAL PREEMPTION OF STATE LICENSING AND REGULATORY SCHEMES WITH RESPECT TO FEDERAL STUDENT LOANS. IDENTIFIED AND COORDINATED STANDARDIZATION AND SIMPLIFICATION PROJECTS AND RECOMMENDATIONS FOR EDUCATION LOAN SERVICING. THIS ACCOMPLISHMENT ACHIEVED THROUGH WEEKLY AND MONTHLY MEMBERSHIP CALLS, PRESENTATIONS AND DISCUSSIONS AT MEMBERSHIP MEETINGS EACH YEAR, AND THE CREATION OF SMALL WORKGROUPS TO DEVELOP POSITIONS AND RECOMMENDATIONS FOR THE LARGER GROUP. ANALYZED AND REPORTED ON INDUSTRY TRENDS FOR EDUCATION LOAN SERVICING. THIS ACCOMPLISHMENT ACHIEVED THROUGH WEEKLY AND MONTHLY MEMBERSHIP CALLS, AS WELL AS PRESENTATIONS AND DISCUSSIONS AT MEMBERSHIP MEETINGS EACH YEAR. COMMUNICATED THIS INFORMATION EXTERNALLY TO POLICY STAKEHOLDERS, MEDIA, AND CONSUMERS THROUGH MEDIA OUTREACH AND SOCIAL MEDIA EFFORTS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 X THE ORGANIZATION 2029556055 2210 MOUNT VERNON AVENUE SUITE 207 ALEXANDRIA VA 22301 JOE GRIECO PRESIDENT 1.00 X X 0 0 0 JAYE O'CONNELL DIRECTOR 1.00 X 0 0 0 PHILLIP KINMAN TREASURER 1.00 X X 0 0 0 MATT MEYERS DIRECTOR 1.00 X 0 0 0 JEN EARYES DIRECTOR 1.00 X 0 0 0 JILL LEITL PRESIDENT-ELECT 1.00 X 0 0 0 ROB SOMMER DIRECTOR 1.00 X 0 0 0 MARC BITSKO DIRECTOR 1.00 X 0 0 0 JEAN SVOBODA SECRETARY 1.00 X X 0 0 0 THERESA HOMMRICH DIRECTOR 1.00 X 0 0 0 C TAPSCOTT BUCHANAN EXECUTIVE DIRECTOR 38.00 X 270981 0 0 270981 0 0 1 0 1 0 0 MEMBERSHIP DUES 900099 392868 392868 SPECIAL PROJECT REVENU 900099 110000 110000 CONFERENCE 900099 10382 10382 513250 1118 1118 514368 513250 0 1118 279892 15113 40000 12418 36000 6592 10475 13053 1743 SPECIAL PROJECTS 68290 483576 92169 51845 78791 149907 170960 201752 0 0 X 0 0 0 0 170960 201752 170960 201752 170960 201752 30792 0 X 0 0 0 0 0 1 392868 13955 -65984 -52029 19643 -71672 0 0 0 C TAPSCOTT BUCHANAN EXECUTIVE DIRECTOR 260981 0 10000 0 0 0 0 0 0 0 270981 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ALLIANCE HAS TWO CLASSES OF MEMBERS: REGULAR (VOTING) AND AFFILIATE (NON-VOTING). VOTING MEMBERS ELECT ALL OF THE OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS, BOTH AS TO REGULAR ELECTIONS AND TO FILL ANY VACANCIES. VOTING MEMBERS ALSO APPROVE CHANGES IN THE BYLAWS AND DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ALLIANCE HAS TWO CLASSES OF MEMBERS: REGULAR (VOTING) AND AFFILIATE (NON-VOTING). VOTING MEMBERS ELECT ALL OF THE OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS, BOTH AS TO REGULAR ELECTIONS AND TO FILL ANY VACANCIES. VOTING MEMBERS ALSO APPROVE CHANGES IN THE BYLAWS AND DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE ALLIANCE HAS TWO CLASSES OF MEMBERS: REGULAR (VOTING) AND AFFILIATE (NON-VOTING). VOTING MEMBERS ELECT ALL OF THE OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS, BOTH AS TO REGULAR ELECTIONS AND TO FILL ANY VACANCIES. VOTING MEMBERS ALSO APPROVE CHANGES IN THE BYLAWS, AND DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B PRELIMINARY DRAFT REVIEWED BY TREASURER AND EXECUTIVE DIRECTOR. FINAL DRAFT REVIEWED AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR SET BY BOARD BASED ON LEVEL OF EFFORT, MARKET CONDITIONS AND THE ENTITY'S BUDGET. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATIONAL AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST ADDRESSED TO THE EXECUTIVE DIRECTOR AT THE HEADING ADDRESS OF THE ORGANIZATION.