Connecticut Student Loan Foundtion
Donations deductibleRevenue
$4.5m
year to 30 June 2025
Expenses
$4.1m
year to 30 June 2025
Total assets
$57.8m
$36.5m liabilities
Net assets
$21.3m
assets less liabilities
Directors and trustees
9
5.6 years on average
Staff
19
employees, year to 30 June 2025
Chair observed
≥6 yrs
Dr Peter W Lisi
Left since last filing
0
no seats appear to have opened
Connecticut Student Loan Foundtion's network
9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dr Peter W Lisi Chair | Chairman | 2019 | 7 yrs |
| Andrew Foster | Director | 2019 | 7 yrs |
| Dr Kelli-Marie Valliers PHD | Director | 2023 | 3 yrs |
| Erick Russell | Acting Treasurer | 2023 | 3 yrs |
| Jeanette W Weldon | Executive Director | 2019 | 7 yrs |
| Jeffrey R Beckham | Company secretary | 2023 | 3 yrs |
| Julie Savino | Vice Chairman | 2019 | 7 yrs |
| Martin Budd | Director | 2019 | 7 yrs |
| Terrence Cheng | Director | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Charles Bodie | Managing Director - Effective July 2023 | since 2024 |
| Cynthia D Peoples-H | Managing Director | since 2022 |
| Cynthia D Peoples-Hobson | Managing Director | since 2019 |
| Denise E Aguilera | General Counsel | since 2019 |
| Joanne Mackewicz | Controller | since 2019 |
| Michael F Morris | Managing Director | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Dr Peter W Lisi | Chairman | 0.2 | $0 | ||
| Julie Savino | Vice Chairman | 0.2 | $0 | ||
| Erick Russell | Acting Treasurer | 0.2 | $0 | ||
| Jeffrey R Beckham | Secretary | 0.2 | $0 | ||
| Terrence Cheng | Director | 0.2 | $0 | ||
| Martin Budd | Director | 0.2 | $0 | ||
| Andrew Foster | Director | 0.2 | $0 | ||
| Dr Kelli-Marie Valliers PhD | Director | 0.2 | $0 | ||
| Jeanette W Weldon | Executive Director | 5 | $0 | $278k | $55k |
| Michael F Morris | Former Managing Director | 0.1 | $0 | $224k | $29k |
| Denise E Aguilera | General Counsel | 2 | $0 | $221k | $29k |
| Charles Bodie | Managing Director | 0.1 | $0 | $199k | $57k |
| Joanne Mackewicz | Controller | 0.1 | $0 | $186k | $26k |
About
- Legal name
- Connecticut Student Loan Foundtion
- EIN
- 060812178
- Address
- 1 Financial Plaza 20th Floor 2000, Hartford, CT, 06103-2600
- State
- Connecticut
- 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. (as filed on the Form 990)
- Activity (NTEE)
- W600 Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1967
- Principal officer
- Jeanette Weldon (as named on the Form 990)
- IRS ruling date
- 1 October 1986
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsDr Peter W Lisi
≥7years on the filingsAndrew Foster
≥7years on the filingsJeanette W Weldon
≥7years on the filingsJulie Savino
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $57.8m
- Total liabilities
- $36.5m
- Net assets or fund balances
- $21.3m
- Contributions and grants received
- $0
- Program service revenue
- $4.3m
- Grants and similar paid out
- $600k
- Employees
- 19
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.5m | $4.1m | $452k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Ct Higher Education Supplemental Loan Authority | Scholarships | $600k |