OAK ROSE FUND

EIN: 881925828 501(c)(3) Education

GREENWOOD VILLAGE, CO

Total Revenue
$810,622
Total Expenses
$401,608
Total Assets
$574,786
Net Assets
$563,399
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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
CO
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.

Program Service Accomplishments

Program 1
Expenses: $158,177

FLOURISH FUND - Flourish Fund is a philanthropic investment fund, that raised funds to make large scale investments to support Christian social impact organizations.

Program 2
Expenses: $148,295

CATHOLIC SCHOOLS PHILANTHROPY WORKING GROUP - A MEMBERSHIP-BASED AFFINITY GROUP OF ROUGHLY 30 FOUNDATIONS AND DONORS THAT SUPPORT K-12 CATHOLIC EDUCATION INITIATIVES AND CATHOLIC SCHOOLS AS A PART OF...

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CATHOLIC SCHOOLS PHILANTHROPY WORKING GROUP - A MEMBERSHIP-BASED AFFINITY GROUP OF ROUGHLY 30 FOUNDATIONS AND DONORS THAT SUPPORT K-12 CATHOLIC EDUCATION INITIATIVES AND CATHOLIC SCHOOLS AS A PART OF THEIR GIVING PORTFOLIOS. THE WORKING GROUP PROVIDES A FORUM FOR MEMBERS TO NETWORK WITH EACH OTHER, LEARN ABOUT NATIONAL AND LOCAL INITATIVES, ADVOCATE FOR CATHOLIC SCHOOLS COLLECTIVELY, AND TO PROVIDE THE MEANS TO PROMOTE AND SUPPORT NATIONAL AND LOCAL PROJECTS.

Program 3
Expenses: $50,122

OPEN THERAPY INSTITUTE - OTI seeks to improve the quality of mental health care for overlooked populations by conducting research, clinical training, and connecting clients to a network of skilled...

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OPEN THERAPY INSTITUTE - OTI seeks to improve the quality of mental health care for overlooked populations by conducting research, clinical training, and connecting clients to a network of skilled therapists. OTI shines light on neglected issues, presents rarely discussed views, and offers insights into ignored patient populations.

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
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
5
$10,625
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
2025 No data No data No data No data
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
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