Civic Intelligence

Oak Rose Fund

EIN 88-1925828 • 501(c)3 • Greenwood Village, CO

Profile

To create pathways to economic mobility through k-12 education reform, workforce development initiatives, and other programs.

6635 S Dayton Street 310Greenwood Village, CO 80111

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.27x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.07x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-64%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

40th percentile

1.8%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$206,614

Down $368,172 (-64%) from 2023

Liabilities

Up

$56,420

Up $45,033 (+395%) from 2023

Net Assets

Down

$150,194

Down $413,205 (-73%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin7th percentile

Revenue

Up

$824,817

Up $14,195 (+1.8%) from 2023

Expenses

Up

$1,238,022

Up $836,414 (+208%) from 2023

Net Income

Down

-$413,205

Down $822,219 (-201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$600K$400K$200K$0Assets 2022: $155,114Liabilities 2022: $729Net Assets 2022: $154,3852022Assets 2023: $574,786Liabilities 2023: $11,387Net Assets 2023: $563,3992023Assets 2024: $206,614Liabilities 2024: $56,420Net Assets 2024: $150,1942024

Highlighted filing

2024

Assets$206,614
Liabilities$56,420
Net Assets$150,194
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $269,205Expenses 2022: $114,820Net Income 2022: $154,3852022Revenue 2023: $810,622Expenses 2023: $401,608Net Income 2023: $409,0142023Revenue 2024: $824,817Expenses 2024: $1,238,022Net Income 2024: -$413,2052024

Highlighted filing

2024

Revenue$824,817
Expenses$1,238,022
Net Income-$413,205
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,614
Liabilities
$56,420
Net assets
$150,194
Revenue
$824,817
Expenses
$1,238,022
Net income
-$413,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.06$0.15$0.82$1.24$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.81$0.40$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.15$0.27$0.11$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$824,817
Mission and Program Overview

Mission

To create pathways to human flourishing through k-12 education reform, workforce development initiatives, and other programs.

To create pathways to economic mobility through k-12 education reform, workforce development initiatives, and other programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$574,786$0▼ $574,786
Savings and Temporary Cash Investments$0$65,611▲ $65,611
Total Assets$574,786$206,614▼ $368,172
Other Assets Total$0$141,003▲ $141,003
Liabilities
Accounts Payable and Accrued Expenses$11,387$56,420▲ $45,033
Total Liabilities$11,387$56,420▲ $45,033
Net Assets / Fund Balance
Net Assets With Donor Restrictions$547,402$135,921▼ $411,481
Net Assets Without Donor Restrictions$15,997$14,273▼ $1,724
Total Net Assets Fund Balance$563,399$150,194▼ $413,205
Total Liabilities and Net Assets / Fund Balance$574,786$206,614▼ $368,172

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$141,003--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Gina DimatteoCFO$16,208$16,208

Board Members and Trustees

NameTitle
Alissa Mccurley VogelPresident
Jonathan TeeCOO
John OliverSecretary
Victoria WatsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Clapham Collective LLCProject Mgmt514 OVERLOOK DRIVE, Alexandria, VA 22305$289,200
Oak Rose GroupProject Mgmt2121 JAMIESON AVENUE 603, Alexandria, VA 22314$151,660
-Project Mgmt7337 ROSE LANE, Scottsdale, AZ 85250$132,500
Revenue and Support

Revenue Composition

Contributions and Grants
$821,340
Program Service Revenue
$0
Investment Income
$3,477
Other Revenue
$0
All Other Contributions
$821,340
Change in Net Assets
$-413,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,200,934
Total Fundraising Expense$93,601
Grants and Similar Amounts Paid$20,880
Salaries, Compensation, and Employee Benefits$16,208
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$641,735$16,889$37,195$695,819
Fees for Services Management$117,538$14,669$14,669$146,876
Conferences and Meetings$96,930-$783$97,713
Advertising$33,646-$33,646$67,292
Travel$45,745-$5,083$50,828
Fees for Services Legal-$22,003-$22,003
Current Officers, Directors, Trustees, and Key Employees-$16,208-$16,208
Office Expenses$9,149$1,812$1,017$11,978
Grants to Domestic Individuals$10,880--$10,880
Grants to Domestic Orgs$10,000--$10,000
All Other Expenses$3,044-$415$3,459
Information Technology$793$1,793$793$3,379
Other Expenses$3,333--$3,333
Fees for Services Accounting-$3,028-$3,028
Insurance-$3,000-$3,000
Total Functional Expenses$1,065,019$79,402$93,601$1,238,022
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 8B

“There were no such committees during the tax year.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the treasurer, coo and cfo prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members sign a "conflict of interest" policy form upon joining the board. If the member believes they have a conflict, we just request the conflict be communicated either in writing, or verbally during the board meeting when the topic is broached.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Oak Rose Fund
EIN
88-1925828
Phone
3035578427
Address
6635 S DAYTON STREET 310, GREENWOOD VILLAGE, CO 80111

Signing Officer

Name
Victoria Watson
Title
Treasurer
Phone
3035578427
Signed
2025-11-04

Organization Details

Principal Officer
Alissa Mccurley Vogel
Formed
2022
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
123 NORTH WACKER DRIVE SUITE 1400, CHICAGO, IL 60606
Preparer
Elizabeth Herbst
Phone
3127268353
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Donation fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 80. Total expenses 80. Executive directors: program service expenses 310,275. Management and general expenses 0. Fundraising expenses 34,475. Total expenses 344,750. Contractors: program service expenses 10,560. Management and general expenses 0. Fundraising expenses 2,640. Total expenses 13,200. Support personnel: program service expenses 320,900. Management and general expenses 16,889. Fundraising expenses 0. Total expenses 337,789.”

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

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IRS990/PYRevenuesLessExpensesAmt0409014
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0401608
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0810622
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-413205
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065611
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0821340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0810622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0269205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01901167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01505538
IRS990ScheduleA/SubstantialContributorsTotAmt0395629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0821340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0810622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0269205
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01901167
IRS990ScheduleA/TotalSupportAmt01904644
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0141003
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PAYMENTS TO DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0141003
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010880
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OAK ROSE FUND DOESN'T MONITOR THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO SUCH COMMITTEES DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE TREASURER, COO AND CFO PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS SIGN A "CONFLICT OF INTEREST" POLICY FORM UPON JOINING THE BOARD. IF THE MEMBER BELIEVES THEY HAVE A CONFLICT, WE JUST REQUEST THE CONFLICT BE COMMUNICATED EITHER IN WRITING, OR VERBALLY DURING THE BOARD MEETING WHEN THE TOPIC IS BROACHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 80. TOTAL EXPENSES 80. EXECUTIVE DIRECTORS: PROGRAM SERVICE EXPENSES 310,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 34,475. TOTAL EXPENSES 344,750. CONTRACTORS: PROGRAM SERVICE EXPENSES 10,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,640. TOTAL EXPENSES 13,200. SUPPORT PERSONNEL: PROGRAM SERVICE EXPENSES 320,900. MANAGEMENT AND GENERAL EXPENSES 16,889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 337,789.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0574786
IRS990/TotalAssetsEOYAmt0206614
IRS990/TotalAssetsGrp/BOYAmt0574786
IRS990/TotalAssetsGrp/EOYAmt0206614
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0821340
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt093601
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01065019
IRS990/TotalFunctionalExpensesGrp/TotalAmt01238022
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011387
IRS990/TotalLiabilitiesEOYAmt056420
IRS990/TotalLiabilitiesGrp/BOYAmt011387
IRS990/TotalLiabilitiesGrp/EOYAmt056420
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0563399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150194
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt015342
IRS990/TotalOtherProgSrvcGrantAmt010880
IRS990/TotalProgramServiceExpensesAmt01065019
IRS990/TotalReportableCompFromOrgAmt016208
IRS990/TotalRevenueGrp/ExclusionAmt03477
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0824817
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0574786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206614
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt05083
IRS990/TravelGrp/ProgramServicesAmt045745
IRS990/TravelGrp/TotalAmt050828
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06635 S DAYTON STREET 310
IRS990/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.OAKROSEGROUP.COM/OAK-ROSE-FUND
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03035578427
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK ROSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0881925828
ReturnHeader/Filer/PhoneNum03035578427
ReturnHeader/Filer/USAddress/AddressLine1Txt06635 S DAYTON STREET 310
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 NORTH WACKER DRIVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03127268353
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH HERBST
ReturnHeader/ReturnTs02025-11-05T16:27:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

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