{"id":253098,"date":"2024-01-04T22:46:06","date_gmt":"2024-01-04T22:46:06","guid":{"rendered":"https:\/\/www.collegeinvest.org\/?page_id=253098"},"modified":"2026-01-15T18:38:34","modified_gmt":"2026-01-15T18:38:34","slug":"first-step-reports","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/first-step\/first-step-reports\/","title":{"rendered":"First Step Reports"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Intro Center” module_class=”page-staff-directory headline-center” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”headline” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

First Step Reports<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section reports” module_class=”section-step-reports” _builder_version=”4.17.3″ _module_preset=”default” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ module_class=”first-step-report” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”First Step Advisory Board Meetings” module_class=”title-reports” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

First Step Advisory Board Meetings<\/h2>\n

Below are links to the minutes and agendas from previous meetings and the Zoom link for upcoming meetings.<\/p>\n

[\/et_pb_text][cumo_three_text text_1=”WEDNESDAY, NOVEMBER 19, 2025″ text_2=”zoom link” link_2=”https:\/\/zoom.us\/j\/6403942999″ new_tab_2=”on” text_3=”agenda” link_3=”\/images\/pdfs\/First Step Advisory Board Agenda – November 2025.pdf” new_tab_3=”on” admin_label=”WEDNESDAY, NOVEMBER 19, 2025″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”WEDNESDAY, AUGUST 20, 2025″ text_2=”Agenda” link_2=”\/images\/pdfs\/First Step Advisory Board Agenda – August 2025.pdf” new_tab_2=”on” text_3=”minutes” link_3=”\/images\/pdfs\/First Step Advisory Board Minutes – August 20 2025 FINAL.pdf” new_tab_3=”on” admin_label=”WEDNESDAY, AUGUST 20, 2025″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”WEDNESDAY, MAY 14, 2025″ text_2=”Agenda” link_2=”\/images\/pdfs\/First Step Advisory Board Agenda – May 2025.pdf” new_tab_2=”on” text_3=”Minutes” link_3=”\/images\/pdfs\/First Step Advisory Board Minutes – May 14 2025 FINAL.pdf” new_tab_3=”on” admin_label=”WEDNESDAY, MAY 14, 2025″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”WEDNESDAY, FEBRUARY 19, 2025″ text_2=”agenda” link_2=”\/images\/pdfs\/First Step Advisory Board Agenda – February 2025.pdf” new_tab_2=”on” text_3=”minutes” link_3=”\/images\/pdfs\/First Step Advisory Board Minutes – February 2025 FINAL.pdf” new_tab_3=”on” admin_label=”WEDNESDAY, FEBRUARY 19, 2025″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”wednesday, november 13, 2024″ text_2=”agenda” link_2=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Agenda – November 2024.pdf” new_tab_2=”on” text_3=”minutes” link_3=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Minutes – November 2024 FINAL.pdf” new_tab_3=”on” admin_label=”Wednesday, November 13, 2024″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”wednesday, August 14, 2024″ text_2=”agenda” link_2=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Agenda – August 2024.pdf” new_tab_2=”on” text_3=”minutes” link_3=” https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Minutes – August 2024.pdf” new_tab_3=”on” admin_label=”Wednesday, August 14, 2024″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”TUESDAY, APRIL 16, 2024″ text_2=”AGENDA” link_2=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Meeting Agenda – April 16 2024.pdf” new_tab_2=”off” text_3=”MINUTES” link_3=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Apr 16 2024 Minutes FINAL.pdf” new_tab_3=”on” admin_label=”TUESDAY, APRIL 16, 2024″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”MONDAY, MARCH 25, 2024″ text_2=”AGENDA” link_2=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Meeting Agenda – March 25 2024.pdf” new_tab_2=”on” text_3=”Minutes” link_3=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Mar 25 Minutes.pdf” new_tab_3=”on” admin_label=”MONDAY, MARCH 25, 2024″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][cumo_three_text text_1=”FRIDAY, FEBRUARY 16, 2024″ text_2=”AGENDA” link_2=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Meeting Agenda – February 16 2024.pdf” new_tab_2=”on” text_3=”Minutes” link_3=”https:\/\/www.collegeinvest.org\/images\/pdfs\/First Step Advisory Board Feb 16 Minutes.pdf” new_tab_3=”on” admin_label=”FRIDAY, FEBRUARY 16, 2024″ _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_three_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Title” module_class=”title-reports” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Annual Reports<\/h2>\n

These are the annual reports which evaluate the First Step Program.[\/et_pb_text][et_pb_text admin_label=”2025 REPORT ” module_class=”annual-report” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

2025 Report<\/a><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”2024 REPORT ” module_class=”annual-report” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

2024 Report<\/a><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”2023 REPORT ” module_class=”annual-report” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

2023 Report<\/a><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”2022 REPORT ” module_class=”annual-report” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

2022 Report<\/a><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”2021 REPORT ” module_class=”annual-report” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

2021 Report<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Sidebar Section” module_class=”page-financial-statements page-staff-directory sidebar-section ” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” disabled=”on” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

First Step Advisory Board Meeting<\/strong>
Tuesday, April 16<\/strong><\/p>\n

https:\/\/zoom.us\/j\/6403942999<\/a><\/strong><\/p>\n

Agenda <\/strong><\/a><\/p>\n

First Step Advisory Board Meeting
Monday, March 25<\/p>\n

https:\/\/zoom.us\/j\/6403942999<\/a><\/p>\n

Agenda<\/a><\/p>\n

Minutes<\/a><\/p>\n

First Step Advisory Board Meeting
Friday, February 16, 2024<\/p>\n

https:\/\/zoom.us\/j\/6403942999<\/a><\/p>\n

Agenda<\/a><\/p>\n

Minutes<\/a><\/p>\n

These are the annual reports which evaluate the First Step Program.<\/strong><\/p>\n

2024<\/a><\/strong><\/p>\n

2023<\/a><\/strong><\/p>\n

2022<\/a><\/strong><\/p>\n

2021<\/a><\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg” icon_alt=”Blue phone icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

call us<\/p>\n

800.448.2424<\/a><\/p>\n

mon-fri 8am-5pm (mst)<\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/email-icon-v1.svg” icon_alt=”Blue email icon” _builder_version=”4.17.3″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

email address<\/p>\n

general@collegeinvest.org<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/mail-icon.svg” icon_alt=”Blue mail icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

mailing address<\/p>\n

collegeinvest
1600 broadway, suite 2300
denver, co 80202<\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg” icon_alt=”Blue link icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

quick links<\/p>\n

board of directors<\/a><\/p>\n

authorized statutes<\/a><\/p>\n

legislative and tax treatment updates<\/a><\/p>\n

careers<\/a><\/p>\n

media<\/a><\/p>\n

Staff Directory<\/a><\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
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\r\n\t\t\t\t\"Icon\r\n\t\t\t\t\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>First Step ReportsFirst Step Advisory Board Meetings Below are links to the minutes and agendas from previous meetings and the Zoom link for upcoming meetings.
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WEDNESDAY, NOVEMBER 19, 2025<\/p>\r\n\t\t\t\t

zoom link<\/a><\/p>\r\n\t\t\t\t

agenda<\/a><\/p>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
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”WEDNESDAY,<\/p>\r\n\t\t\t\t

<\/a><\/p>\r\n\t\t\t\t

<\/a><\/p>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":25,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-253098","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nCollegeInvest First Step Annual Statements | Colorado 529 Savings Plans<\/title>\n<meta name=\"description\" content=\"The following statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis for each 529 plan.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collegeinvest.org\/first-step\/first-step-reports\/\" \/>\n<meta property=\"og:locale\" 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