Organizations Filed Purposes:
TO PROVIDE CLIENTS DEBT MANAGEMENT ASSISTANCE AS WELL AS EDUCATIONAL AND COUNSELING SERVICES, WHICH PROMOTE THE RESPONSIBLE USE OF CONSUMER CREDIT AND PERSONAL FINANCES.
TO PROVIDE CLIENTS AND THE GENERAL PUBLIC GUIDANCE IN REGARD TO CONSUMER CREDIT AND PERSONAL FINANCES THROUGH EDUCATIONAL PROGRAMS, ASSISTANCE IN CREATING AND CARRYING OUT DEBT MANAGEMENT PLANS, CREDIT COUNSELING, AND PUBLIC SEMINARS AND WORKSHOPS. IN FISCAL YEAR 2019/2020, THE ORGANIZATION EDUCATED APPROXIMATELY 1,850 INDIVIDUALS THROUGH FINANCIAL EDUCATION SEMINARS AND PROGRAMS INCLUDING THE FDIC MONEY SMART PROGRAM AND DEBT GUARD FINANCIAL LITERACY PROGRAMS, AS WELL AS PERSONAL FINANCIAL LITERACY MATERIALS DESIGNED BY THE ORGANIZATION. DURING THE YEAR, THE ORGANIZATION'S CREDIT COUNSELORS CONDUCTED APPROXIMATELY 1,000 COUNSELING SESSIONS, SERVICED APPROXIMATELY 150 DEBT MANAGEMENT PLANS FOR NEW CLIENTS, AND 220 FOR EXISTING CLIENTS RESPECTIVELY, AND HAD APPROXIMATELY 40 CLIENTS SUCCESSFULLY COMPLETE THEIR DEBT MANAGEMENT PLANS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
| Lisa Jamison | TRUSTEE | 0 | $0 |
| Samuel Zurich | TRUSTEE | 0 | $0 |
| Charles Capobiano | PRESIDENT | 0 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202042209349301304_public.xml