OAK ROSE FUND (EIN 881925828) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

ALISSA MCCURLEY VOGEL

Phone

3035578427

Tax Period

2023-01-01 to 2023-12-31

OAK ROSE FUND, founded in 2022, is a small nonprofit in the Education sector that reported $811K in total revenue in fiscal year 2023. Revenue surged 201% from the prior year, signaling strong growth momentum. The organization ran a surplus of $409K, a strong 50% operating margin.

Mission

TO CREATE PATHWAYS TO ECONOMIC MOBILITY THROUGH K-12 EDUCATION REFORM, WORKFORCE DEVELOPMENT INITIATIVES, AND OTHER PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $810,622

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $810,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,763

Program Expenses $370,129

Other Expenses $401,608

TOTAL EXPENSES $401,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$810,622	$269,205	+2.0%
Expenses	$401,608	$114,820	+2.5%
Net Income	$409,014	$154,385	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$10,625

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA DIMATTEO	CFO	4.00	Officer	$10,625	$0	$10,625
ALISSA MCCURLEY VOGEL	President	4.00	Officer	$0	$0	$0
JOHN OLIVER	Secretary	4.00	Officer	$0	$0	$0
VICTORIA WATSON	Treasurer	4.00	Officer	$0	$0	$0
JONATHAN TEE	COO	4.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$810,622	$401,608	$574,786	$409,014
2022	$269,205	$114,820	$155,114	$154,385

OAK ROSE FUND