Consumer Education Services Inc
Donations deductibleRevenue
$1.3m
year to 30 June 2025
Expenses
$3.7m
year to 30 June 2025
Total assets
$23.3m
$109k liabilities
Net assets
$23.2m
assets less liabilities
Directors and trustees
5
7.0y av
Staff
31
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
5
named in Part VII
Consumer Education Services Inc's network
5 people2 organisationsi5 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (2) 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
5 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 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 |
|---|---|---|---|
| Dayang Diane Chen Chair | Chairman / Secretary | 2023 | 3 yrs |
| Alexis Nelson | Board Member | 2018 | 8 yrs |
| Naveed Iftikhar | Board Member | 2020 | 6 yrs |
| Robert J Fitzgerald (also filed as Robert Fitzgerald) | Board Member | 2018 | 8 yrs |
| Wayne Stallings | Board Member | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 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 |
|---|---|---|
| Jean Elias | Vice President of Marketing | since 2019 |
| Joseph Battle | General Manager | 2023 |
| Michael Croxson | President/CEO Thru 10/2022 | since 2018 |
| Robb Czyzewski | Chief Operating Officer | 2023 |
| Steven Cole | Treasurer Thru 6/2023 | since 2018 |
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 |
|---|---|---|---|---|---|
| Dayang Diane Chen | Chairman/ Se | 40 | $106k | ||
| Robert Fitzgerald | Board Member | 1 | $0 | ||
| Naveed Iftikhar | Board Member | 1 | $0 | ||
| Alexis Nelson | Board Member | 1 | $0 | ||
| Wayne Stallings | Board Member | 1 | $0 |
About
- Legal name
- Consumer Education Services Inc
- EIN
- 562106758
- Address
- 3725 National Dr Ste 160, Raleigh, NC, 27612-4832
- State
- North Carolina
- Mission
- Consumer education services, inc. Empowers people to overcome their financial challenges and lead financially-healthy lives. (as filed on the Form 990)
- Activity (NTEE)
- P51 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 1988
- Principal officer
- Dayang Diane Chen (as named on the Form 990)
- IRS ruling date
- 1 January 1999
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsAlexis Nelson
≥8years on the filingsRobert J Fitzgerald
≥8years on the filingsWayne Stallings
≥6years on the filingsNaveed Iftikhar
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
- $23.3m
- Total liabilities
- $109k
- Net assets or fund balances
- $23.2m
- Contributions and grants received
- $10k
- Program service revenue
- $559k
- Grants and similar paid out
- $2.6m
- Employees
- 31
Grants paid
2 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 |
|---|---|---|
| Institute of Money Management | To support icmm | $1.6m |
| Carolina Community Impact Inc | To support cci | $1m |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Consumer Education Services, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Status
- Not stated
- Formed
- 18 January 2006
- Registered agent
- Not stated
This register does not publish officers or directors.