Overall Rating Silver
Overall Score 48.69
Liaison Tina Evans
Submission Date Aug. 20, 2024

STARS v2.2

Colorado Mountain College
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Adrian Fielder
Assistant Dean of Instruction
Spring Valley
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
Yes

A copy of the investment holdings snapshot:
Website URL where the investment holdings snapshot is publicly available:
---

Percentage of the total investment pool included in the snapshot of investment holdings at each of the following levels of detail:
Percentage (0-100)
Specific funds and/or companies 0
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 100

Does the institution engage in proxy voting?:
No

Are proxy voting records included in the snapshot of investment holdings?:
No

Website URL where information about the institution’s investment pool is available:
Additional documentation to support the submission:
---

Data source(s) and notes about the submission:

Please note that the audited financial statement attached here is NOT about an "investment pool." Rather, it details the college's overall financial situation. As it spells out, over 80% of our operating costs come from an annual mill levy consisting of property taxes for residences and businesses in our service district, which spans seven counties in Western Colorado. The remaining funding comes from a combination of federal grants and Colorado state sources. None of these monies -- neither the tax levy, nor the grants or state funds -- are put into corporate stocks via mutual funds or other investment portfolios; rather, they are spent on the operating costs incurred by the college. Separately, the CMC Foundation does manage investments and donations, as reported at the link included here. These Foundation monies support scholarships, capital campaigns and other opportunities for CMC students, but they do not contribute to operating expenses.


The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.