{"id":57,"date":"2021-07-12T17:01:22","date_gmt":"2021-07-12T17:01:22","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=57"},"modified":"2025-12-15T17:09:25","modified_gmt":"2025-12-15T17:09:25","slug":"financial-statements","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/","title":{"rendered":"Financial Statements"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Intro Center&#8221; module_class=&#8221;page-staff-directory headline-center&#8221; _builder_version=&#8221;4.16&#8243; da_disable_devices=&#8221;off|off|off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][cumo_breadcrumb _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Headline&#8221; module_class=&#8221;headline&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Audited Financial Statements<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Sidebar Section&#8221; module_class=&#8221;page-financial-statements page-staff-directory sidebar-section &#8221; _builder_version=&#8221;4.16&#8243; background_image=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png&#8221; da_disable_devices=&#8221;off|off|off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Content&#8221; module_class=&#8221;content-sbs&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>The following audited financial statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis (MDA) for each of the Colorado 529 savings plans.<\/p>\n<p><a href=\"\/images\/pdfs\/CollegeInvest 2025 Final Financial Statements.pdf\"><strong>2024 and 2025<\/strong><\/a><\/p>\n<p><a href=\"\/images\/pdfs\/CollegeInvest 2024 Final Financial Statements.pdf\"><strong>2023 and 2024<\/strong><\/a><\/p>\n<p><strong><a href=\"\/wp-content\/uploads\/2023\/12\/CollegeInvest-2023-Financial-Statements-FINAL.pdf\" target=\"_blank\" rel=\"attachment noopener wp-att-247604\">2022 and 2023<\/a><\/strong><\/p>\n<p><a href=\"\/images\/pdfs\/CollegeInvest 2022 Final Financial Statements.pdf\"><strong>2021 and 2022<\/strong><\/a><\/p>\n<p><strong><a href=\"\/images\/pdfs\/CollegeInvest FS 6.30.21 - Final.pdf\" target=\"_blank\" rel=\"attachment noopener wp-att-247604\">2020 and 2021<\/a><\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;right&#8221; global_colors_info=&#8221;{}&#8221;][cumo_side_item icon=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg&#8221; icon_alt=&#8221;Blue phone icon&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"title\">call us<\/p>\n<p><a href=\"tel:800.448.2424\">800.448.2424<\/a><\/p>\n<p>mon-fri 8am-5pm (mst)<\/p>\n<p>[\/cumo_side_item][cumo_side_item icon=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/email-icon-v1.svg&#8221; icon_alt=&#8221;Blue email icon&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"title\">email address<\/p>\n<p><a href=\"mailto:general@collegeinvest.org\">general@collegeinvest.org<\/a><\/p>\n<p>[\/cumo_side_item][cumo_side_item icon=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/mail-icon.svg&#8221; icon_alt=&#8221;Blue mail icon&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"title\">mailing address<\/p>\n<p>collegeinvest<br \/>1600 broadway, suite 2300<br \/>denver, co 80202<\/p>\n<p>[\/cumo_side_item][cumo_side_item icon=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg&#8221; icon_alt=&#8221;Blue link icon&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"title\">quick links<\/p>\n<p><a href=\"\/about-collegeinvest\/board-of-directors\/\">board of directors<\/a><\/p>\n<p><a href=\"\/images\/pdfs\/CollegeInvestAuthorizingStatutes.pdf\" target=\"_blank\" rel=\"noopener\">authorized statutes<\/a><\/p>\n<p><a href=\"\/legislative-updates\/\">legislative and tax treatment updates<\/a><\/p>\n<p><a href=\"\/careers\/\">careers<\/a><\/p>\n<p><a href=\"\/media\/\">media<\/a><\/p>\n<p><a href=\"\/about-collegeinvest\/staff-directory\">Staff Directory<\/a><\/p>\n<p>[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p><div class=\"et_pb_module cumo_breadcrumb cumo_breadcrumb_0\">\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<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"breadcrumb\">\r\n\t\t\t\t<img decoding=\"async\" class=\"icon-collapse\" src=\"\/wp-content\/themes\/Divi-child\/assets\/images\/icons\/icon-collapse.svg\" alt=\"Icon Collapse\"\/>\r\n\t\t\t\t\r\n\t\t\t\t<span class=\"breadcrumb-item active\" aria-current=\"page\"><\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Audited Financial StatementsThe following audited financial statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis (MDA) for each of the Colorado 529 savings plans. 2024 and 2025 2023 and 2024 2022 and 2023 2021 and 2022 2020 and 2021<div class=\"et_pb_module cumo_side_item cumo_side_item_0\">\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<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"icon-content-item\">\r\n                <div class=\"icon-img\">\r\n                    <img decoding=\"async\" src=\"https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg\" alt=\"Blue phone icon\" width=\"40\" height=\"40\">\r\n                <\/div>\r\n                <div class=\"content\">\r\n                    \r\n                <\/div>\r\n            <\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>call [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":50,"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-57","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CollegeInvest Financial 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\/about-collegeinvest\/financial-statements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CollegeInvest Financial Statements | Colorado 529 Savings Plans\" \/>\n<meta property=\"og: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 property=\"og:url\" content=\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/\" \/>\n<meta property=\"og:site_name\" content=\"CollegeInvest\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-15T17:09:25+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/\",\"url\":\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/\",\"name\":\"CollegeInvest Financial Statements | Colorado 529 Savings Plans\",\"isPartOf\":{\"@id\":\"https:\/\/www.collegeinvest.org\/#website\"},\"datePublished\":\"2021-07-12T17:01:22+00:00\",\"dateModified\":\"2025-12-15T17:09:25+00:00\",\"description\":\"The following statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis for each 529 plan.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.collegeinvest.org\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"About Collegeinvest\",\"item\":\"https:\/\/www.collegeinvest.org\/about-collegeinvest\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Financial Statements\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.collegeinvest.org\/#website\",\"url\":\"https:\/\/www.collegeinvest.org\/\",\"name\":\"CollegeInvest\",\"description\":\"Save for college\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.collegeinvest.org\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CollegeInvest Financial Statements | Colorado 529 Savings Plans","description":"The following statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis for each 529 plan.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/","og_locale":"en_US","og_type":"article","og_title":"CollegeInvest Financial Statements | Colorado 529 Savings Plans","og_description":"The following statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis for each 529 plan.","og_url":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/","og_site_name":"CollegeInvest","article_modified_time":"2025-12-15T17:09:25+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/","url":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/","name":"CollegeInvest Financial Statements | Colorado 529 Savings Plans","isPartOf":{"@id":"https:\/\/www.collegeinvest.org\/#website"},"datePublished":"2021-07-12T17:01:22+00:00","dateModified":"2025-12-15T17:09:25+00:00","description":"The following statements include balance sheets, income statements, cash flow statements, and the Management\u2019s Discussion and Analysis for each 529 plan.","breadcrumb":{"@id":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/financial-statements\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.collegeinvest.org\/"},{"@type":"ListItem","position":2,"name":"About Collegeinvest","item":"https:\/\/www.collegeinvest.org\/about-collegeinvest\/"},{"@type":"ListItem","position":3,"name":"Financial Statements"}]},{"@type":"WebSite","@id":"https:\/\/www.collegeinvest.org\/#website","url":"https:\/\/www.collegeinvest.org\/","name":"CollegeInvest","description":"Save for college","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.collegeinvest.org\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"featured_image_src":null,"featured_image_src_square":null,"_links":{"self":[{"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/pages\/57","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/comments?post=57"}],"version-history":[{"count":0,"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/pages\/57\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/pages\/50"}],"wp:attachment":[{"href":"https:\/\/www.collegeinvest.org\/wp-json\/wp\/v2\/media?parent=57"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}