Civic Intelligence

Colorado Council on Economic Education

EIN 84-0646077 • 501(c)3 • Denver, CO

Denver, CO
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-7.7%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$126,761

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-0.5%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$845,470

Down $99,670 (-11%) from 2023

Liabilities

Down

$32,570

Down $39,810 (-55%) from 2023

Net Assets

Down

$812,900

Down $59,860 (-6.9%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin26th percentile

Revenue

Down

$774,547

Down $3,844 (-0.5%) from 2023

Expenses

Down

$834,407

Down $106,497 (-11%) from 2023

Net Income

Up

-$59,860

Up $102,653 (+63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $886,771Liabilities 2011: $54,881Net Assets 2011: $831,8902011Assets 2012: $955,050Liabilities 2012: $30,753Net Assets 2012: $924,2972012Assets 2013: $989,190Liabilities 2013: $52,556Net Assets 2013: $936,6342013Assets 2014: $962,604Liabilities 2014: $23,672Net Assets 2014: $938,9322014Assets 2015: $1,051,412Liabilities 2015: $68,510Net Assets 2015: $982,9022015Assets 2016: $846,155Liabilities 2016: $11,539Net Assets 2016: $834,6162016Assets 2017: $881,848Liabilities 2017: $33,935Net Assets 2017: $847,9132017Assets 2018: $621,374Liabilities 2018: $32,734Net Assets 2018: $588,6402018Assets 2019: $792,421Liabilities 2019: $22,095Net Assets 2019: $770,3262019Assets 2020: $785,836Liabilities 2020: $18,281Net Assets 2020: $767,5552020Assets 2021: $1,057,816Liabilities 2021: $76,055Net Assets 2021: $981,7612021Assets 2022: $1,209,798Liabilities 2022: $174,525Net Assets 2022: $1,035,2732022Assets 2023: $945,140Liabilities 2023: $72,380Net Assets 2023: $872,7602023Assets 2024: $845,470Liabilities 2024: $32,570Net Assets 2024: $812,9002024

Highlighted filing

2024

Assets$845,470
Liabilities$32,570
Net Assets$812,900
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $569,037Expenses 2011: $562,590Net Income 2011: $6,4472011Revenue 2012: $771,239Expenses 2012: $678,832Net Income 2012: $92,4072012Revenue 2013: $693,414Expenses 2013: $681,007Net Income 2013: $12,4072013Revenue 2014: $764,095Expenses 2014: $761,797Net Income 2014: $2,2982014Revenue 2015: $737,374Expenses 2015: $693,404Net Income 2015: $43,9702015Revenue 2016: $556,585Expenses 2016: $704,871Net Income 2016: -$148,2862016Revenue 2017: $714,466Expenses 2017: $701,169Net Income 2017: $13,2972017Revenue 2018: $398,274Expenses 2018: $657,547Net Income 2018: -$259,2732018Revenue 2019: $934,059Expenses 2019: $773,286Net Income 2019: $160,7732019Revenue 2020: $767,134Expenses 2020: $769,905Net Income 2020: -$2,7712020Revenue 2021: $988,889Expenses 2021: $774,684Net Income 2021: $214,2052021Revenue 2022: $956,730Expenses 2022: $903,218Net Income 2022: $53,5122022Revenue 2023: $778,391Expenses 2023: $940,904Net Income 2023: -$162,5132023Revenue 2024: $774,547Expenses 2024: $834,407Net Income 2024: -$59,8602024

Highlighted filing

2024

Revenue$774,547
Expenses$834,407
Net Income-$59,860
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$845,470
Liabilities
$32,570
Net assets
$812,900
Revenue
$774,547
Expenses
$834,407
Net income
-$59,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.03$0.81$0.77$0.83$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.07$0.87$0.78$0.94$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.17$1.04$0.96$0.90$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.08$0.98$0.99$0.77$0.21
2020Summary only. Only limited summary data is available for this year.$0.79$0.02$0.77$0.77$0.77$0.00
2019Summary only. Only limited summary data is available for this year.$0.79$0.02$0.77$0.93$0.77$0.16
2018Summary only. Only limited summary data is available for this year.$0.62$0.03$0.59$0.40$0.66$0.26
2017Summary only. Only limited summary data is available for this year.$0.88$0.03$0.85$0.71$0.70$0.01
2016Summary only. Only limited summary data is available for this year.$0.85$0.01$0.83$0.56$0.70$0.15
2015Summary only. Only limited summary data is available for this year.$1.05$0.07$0.98$0.74$0.69$0.04
2014Summary only. Only limited summary data is available for this year.$0.96$0.02$0.94$0.76$0.76$0.00
2013Summary only. Only limited summary data is available for this year.$0.99$0.05$0.94$0.69$0.68$0.01
2012Summary only. Only limited summary data is available for this year.$0.96$0.03$0.92$0.77$0.68$0.09
2011Summary only. Only limited summary data is available for this year.$0.89$0.05$0.83$0.57$0.56$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$836,020
Mission and Program Overview

Mission

Our mission is to empower Colorado students to achieve a lifetime of economic understanding and financial freedom. How will we achieve this mission? By providing economic and personal financial education to students through training programs and classroom resources delivered to teachers schools and school districts. We envision a world where all Colorado students will learn the fundamental economic and financial decision-making skills necessary to realize their potential.

Empowering colorado students to achieve a lifetime of ecconomic understanding and financial freedom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$650,168$460,578▼ $189,590
Cash and Non-Interest-Bearing Accounts$56,422$196,950▲ $140,528
Other Notes and Loans Receivable, Net$40,879--
Pledges and Grants Receivable$28,000$16,500▼ $11,500
Prepaid Expenses and Deferred Charges$14,960$12,819▼ $2,141
Land, Buildings, and Equipment, Net$6,872$4,178▼ $2,694
Total Assets$945,140$845,470▼ $99,670
Other Assets Total$147,839$154,445▲ $6,606
Liabilities
Unsecured Notes Loans Payable$47,772--
Accounts Payable and Accrued Expenses$22,928$21,896▼ $1,032
Other Liabilities-$10,674-
Deferred Revenue$1,680--
Total Liabilities$72,380$32,570▼ $39,810
Net Assets / Fund Balance
Net Assets With Donor Restrictions$241,126$437,842▲ $196,716
Net Assets Without Donor Restrictions$631,634$375,058▼ $256,576
Total Net Assets Fund Balance$872,760$812,900▼ $59,860
Total Liabilities and Net Assets / Fund Balance$945,140$845,470▼ $99,670

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,178$19,306$23,484
Other Assets Org$6,496--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$147,839-▲ $13,174$-11,581$147,949
2022$150,753-▲ $10,827$-12,313$147,839
2021$188,157-▼ $25,667$-9,985$150,753
2020$166,613-▲ $35,036$-11,767$188,157
2019$172,292-▲ $6,001$-10,872$166,613
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ShermanPresident anFT$123,242$3,519$126,761

Board Members and Trustees

NameTitle
Sloan SmithChair
Dan KatzChair Elect
Adrienne LeonardMember
Ben WayneMember
Christina MartinezMember
Christyle RussellMember
Eric BushMember
Jenny PettitMember
Lisa CashmanMember
Luis RamirezMember
Michelle AdamsMember
Nancy RimingtonMember
Peter CoorsMember
Roger HudsonMember
Ryan HarrisMember
Sandy ShoemakerMember
Stephanie HartmanMember
Tory TrippMember
Liz DonleySecretary
Todd VanosdollTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$653,404
Program Service Revenue
$12,025
Investment Income
$54,251
Other Revenue
$54,867
All Other Contributions
$626,524
Change in Net Assets
$-59,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$513,584
Other Expenses$320,823
Total Fundraising Expense$97,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$239,799$36,595$30,943$307,337
Current Officers, Directors, Trustees, and Key Employees$62,012$41,341$34,451$137,804
Fees for Services Other$29,867$4,667$2,800$37,334
Payroll Taxes$25,098$5,770$3,750$34,618
Occupancy$27,690$4,326$2,595$34,611
Office Expenses$22,080$600$2,662$25,342
Conferences and Meetings$22,726$1,526$1,014$25,266
Advertising$19,200$3,000$1,800$24,000
Other Employee Benefits$17,231$1,790$1,721$20,742
All Other Expenses$8,836$1,359$9,175$19,370
Information Technology$14,251$2,226$1,336$17,813
Pension Plan Contributions$8,855$2,294$1,934$13,083
Other Expenses$12,687-$225$12,687
Travel$8,119$608$1,004$9,731
Fees for Services Accounting$7,348$1,148$689$9,185
Fees for Services Management$5,600$875$525$7,000
Insurance$4,757$743$446$5,946
Fees for Service Investment Mgmnt Fees-$1,484-$1,484
Interest$93$766$70$929
Depreciation Depletion$679$159$68$906
Total Functional Expenses$625,922$111,277$97,208$834,407
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,850
Fundraising Direct Expenses$61,473
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Focus on Financ$99,280$72,500$2,329$70,171
Brews and Views$21,400$21,300$633$20,667
Total Events$141,730$114,850$61,473$53,377
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$10,674
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is made available to the board before filing.”

Form 990, Page 6, Part VI, Line 12C

“First board meeting of every calendar year, board members submit a conflict of interest statement.”

Form 990, Page 6, Part VI, Line 15A

“President and ceo compensation is determined by merit in addition to reviewing comparable local salary surveys and the colorado nonprofit association job board.”

Form 990, Page 6, Part VI, Line 15B

“Employee compensation is determined using market compensation information for comparable positions.”

Form 990, Page 6, Part VI, Line 19

“The organization is a member of coloradogives.org. Coloradogives.org is an online resource featuring hundreds of colorado charities. It encourages charitable giving by providing comprehensive, objective, and up-to-date information about colorado charities. The organization's governing documents, conflict of interest policy, and financial statements are made available to the public through the coloradogives.org website. All items are also available upon request through the organization's office.”

Filing and Contact Details

Filer

Filer Name
Colorado Council on Economic
EIN
84-0646077
Phone
3037522323
Address
1355 S COLORADO BLVD SUITE 506, DENVER, CO 80202
Doing Business As
Economic Literacy Colorado

Signing Officer

Name
Amy Sherman
Title
President and CEO
Phone
3037522323
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Sherman
Formed
1971
Legal Domicile
Co
Voting Board Members
20
Independent Board Members
20
Employees
7
Volunteers
23

Preparer

Firm
Kundinger Corder & Montoya Pc
Address
475 LINCOLN STREET SUITE 200, DENVER, CO 80203
Preparer
Kristin Calder
Phone
3035345953
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to empower colorado students to achieve a lifetime of economic understanding and financial freedom. How will we achieve this mission? By providing economic and personal financial education to students through training programs and classroom resources delivered to teachers, schools and school districts. We envision a world where all colorado students will learn the fundamental economic and financial decision-making skills necessary to realize their potential.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The purpose of the endowment fund is to implement the organization's programs in colorado.”

Raw XML AppendixShowing 400 of 616 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
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IRS990/CreditCounselingInd0false
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IRS990/Desc0OUR PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATION PROGRAMS AND SERVICES FOR COLORADO K-12 TEACHERS AND THE COMMUNITY TO ASSIST IN IMPROVING ECONOMIC EDUCATION AND PERSONAL FINANCIAL LITERACY FOR STUDENTS IN COLORADO K-12 SCHOOLS. WE ALSO MAKE AVAILABLE TO K-12 TEACHERS AND SCHOOL DISTRICTS A WIDE RANGE OF GRADE-APPROPRIATE ECONOMICS AND PERSONAL FINANCIAL LITERACY (PFL) CURRICULUM RESOURCES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
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IRS990/MissionDesc0OUR MISSION IS TO EMPOWER COLORADO STUDENTS TO ACHIEVE A LIFETIME OF ECONOMIC UNDERSTANDING AND FINANCIAL FREEDOM. HOW WILL WE ACHIEVE THIS MISSION? BY PROVIDING ECONOMIC AND PERSONAL FINANCIAL EDUCATION TO STUDENTS THROUGH TRAINING PROGRAMS AND CLASSROOM RESOURCES DELIVERED TO TEACHERS, SCHOOLS AND SCHOOL DISTRICTS. WE ENVISION A WORLD WHERE ALL COLORADO STUDENTS WILL LEARN THE FUNDAMENTAL ECONOMIC AND FINANCIAL DECISION-MAKING SKILLS NECESSARY TO REALIZE THEIR POTENTIAL.
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IRS990/OtherExpensesGrp/Desc1PROGRAM MATERIALS
IRS990/OtherExpensesGrp/Desc2PROGRAM STIPENDS
IRS990/OtherExpensesGrp/Desc3ONLINE COURSE DEVELPMENT
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IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAM
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE PROVIDE PROGRAMS DIRECTLY TO COLORADO K-12 STUDENTS; THOSE PROGRAMS INCLUDE A STOCK MARKET PORTFOLIO SIMULATION PROGRAM CALLED THE STOCK MARKET EXPERIENCE (SME) AND THE INVEST IN GIRLS (IIG). THE SME PROGRAM IS PROVIDED TO TEACHERS OF COLORADO STUDENTS IN GRADES 3-12. IT IS A COMPREHENSIVE, ENGAGING, REAL-WORLD, ONLINE INVESTMENT SIMULATION. STOCK MARKET SIMULATION PROGRAMS HAVE BEEN PROVEN TO IMPROVE STUDENT LEARNING IN PFL, ECONOMICS, MATH, AND LANGUAGE ARTS. WE OPERATE SEVERAL SME SESSIONS EACH SCHOOL YEAR. THE IIG OFFERS VIRTUAL COURSES ON THE BASICS OF PERSONAL FINANCE AND INVESTING AND OFFERS IN-PERSON EXPERIENCES FOR THE STUDENTS TO MEET AND HEAR INDUSTRY PROFESSIONALS GIVE INSIGHTS AND ADVICE ABOUT CAREERS IN FINANCE.
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IRS990/RelatedEntityInd0false

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