Civic Intelligence

Central Colorado Education Trust

EIN 84-6095908 • Sterling, CO

15490 County Road 370Sterling, CO 80751
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-47%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.0%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$118,992

Down $2,375 (-2.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$118,992

No earlier filing loaded for comparison.

Revenue

Up

$5,030

Up $6,766 (+390%) from 2023

Expenses

Down

$7,405

Down $9,814 (-57%) from 2023

Net Income

Up

-$2,375

Up $16,580 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $144,562Liabilities 2011: $0Net Assets 2011: $144,5622011Assets 2012: $140,486Liabilities 2012: $0Net Assets 2012: $140,4862012Assets 2013: $143,091Liabilities 2013: $0Net Assets 2013: $143,0912013Assets 2014: $146,361Liabilities 2014: $0Net Assets 2014: $146,3612014Assets 2015: $139,855Liabilities 2015: $0Net Assets 2015: $139,8552015Assets 2016: $121,506Liabilities 2016: $0Net Assets 2016: $121,5062016Assets 2017: $120,987Liabilities 2017: $0Net Assets 2017: $120,9872017Assets 2018: $119,654Liabilities 2018: $0Net Assets 2018: $119,6542018Assets 2019: $119,874Liabilities 2019: $0Net Assets 2019: $119,8742019Assets 2020: $149,564Liabilities 2020: $0Net Assets 2020: $149,5642020Assets 2021: $140,300Liabilities 2021: $0Net Assets 2021: $140,3002021Assets 2022: $140,322Liabilities 2022: $12022Assets 2023: $121,367Liabilities 2023: $12023Assets 2024: $118,992Liabilities 2024: $0Net Assets 2024: $118,9922024

Highlighted filing

2024

Assets$118,992
Liabilities$0
Net Assets$118,992

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $30,7502011Expenses 2012: $10,8772012Revenue 2013: $6,193Expenses 2013: $10,831Net Income 2013: -$4,6382013Revenue 2014: $10,331Expenses 2014: $7,061Net Income 2014: $3,2702014Revenue 2015: $5,886Expenses 2015: $12,392Net Income 2015: -$6,5062015Revenue 2016: -$7,573Expenses 2016: $10,776Net Income 2016: -$18,3492016Revenue 2017: $7,984Expenses 2017: $8,503Net Income 2017: -$5192017Revenue 2018: $7,753Expenses 2018: $9,086Net Income 2018: -$1,3332018Revenue 2019: $11,581Expenses 2019: $11,361Net Income 2019: $2202019Revenue 2020: $33,555Expenses 2020: $3,865Net Income 2020: $29,6902020Revenue 2021: $1,108Expenses 2021: $10,372Net Income 2021: -$9,2642021Revenue 2022: $3,957Expenses 2022: $3,935Net Income 2022: $222022Revenue 2023: -$1,736Expenses 2023: $17,219Net Income 2023: -$18,9552023Revenue 2024: $5,030Expenses 2024: $7,405Net Income 2024: -$2,3752024

Highlighted filing

2024

Revenue$5,030
Expenses$7,405
Net Income-$2,375

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.07$0.02
2023Summary only. Only limited summary data is available for this year.$1.21$0.00$0.02$0.17$0.19
2022Summary only. Only limited summary data is available for this year.$1.40$0.00$0.04$0.04$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.10$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.34$0.04$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.12$0.11$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.08$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.08$0.11$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN OAKLEAFTrustee-$0--
LINDA OVERLINTrustee-$0--
JAY FROSTTrustee-$0--
ANNA HANNATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEMMA BOOKSCHOLARSHIP-RUSH, CO, US$1,500
Paid GrantPUEBLO COUNTY HIGH SCHOOL FFASCHOLARSHIP-PUEBLO, CO, US$580
Paid GrantCALHAN HIGH SCHOOL FFASCHOLARSHIP-CALHAN, CO, US$580
Paid GrantFALCON HIGH SCHOOL FFASCHOLARSHIP-PEYTON, CO, US$580
Paid GrantEDISON HIGH SCHOOL FFASCHOLARSHIP-YODER, CO, US$580
Paid GrantKARVAL HIGH SCHOOL FFASCHOLARSHIP-KARVAL, CO, US$580
Paid GrantMIAMI-YODER HIGH SCHOOL FFASCHOLARSHIP-RUSH, CO, US$580
Filing and Contact Details

Filer

Filer Name
Central Colorado Education Trust
EIN
84-6095908
Phone
7192635572
Address
15490 COUNTY ROAD 370, STERLING, CO 80751

Signing Officer

Name
Dan Oakleaf
Title
Trustee
Phone
7192635572
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Stagner & Specht LLC
Address
1204 E OLIVE ST, LAMAR, CO 81052-2995
Preparer
Mary Ann Stagner CPA
Phone
7193366887
Raw XML Appendix312 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ETFS & CLOSED END FUNDS-SEE ATTAHCED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PUEBLO COUNTY HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALHAN HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FALCON HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EDISON HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KARVAL HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MIAMI-YODER HIGH SCHOOL FFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EMMA BOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01050 35TH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 BULLDOG DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210255 LAMBERT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt314550 EDISON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416232 CR 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5420 S RUSH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt638505 BOOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01050 35TH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1800 BULLDOG DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt210255 LAMBERT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt314550 EDISON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt416232 CR 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5420S RUSH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt638505 BOOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PUEBLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CALHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PEYTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3YODER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KARVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RUSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RUSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480823
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680833
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04980
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01524
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05755
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01524
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01948
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0187
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AMERICAN ENTERPRISE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01530
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN OAKLEAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07192635572
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL COLORADO EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0846095908
ReturnHeader/Filer/PhoneNum07192635572
ReturnHeader/Filer/USAddress/AddressLine1Txt015490 COUNTY ROAD 370
ReturnHeader/Filer/USAddress/CityNm0STERLING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080751
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271500066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STAGNER & SPECHT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01204 E OLIVE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAMAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0810522995
ReturnHeader/PreparerPersonGrp/PhoneNum07193366887
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ANN STAGNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T09:37:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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