Civic Intelligence

Oak Rose Fund

990 • Fiscal year 2022 • EIN 88-1925828

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A
2624 S Krameria StDenver, CO 80222

(303) 557-8427

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$155,114

No earlier filing loaded for comparison.

Net Assets

$154,385

No earlier filing loaded for comparison.

Liabilities

$729

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

$269,205

No earlier filing loaded for comparison.

Expenses

$114,820

No earlier filing loaded for comparison.

Net Income

$154,385

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$155,114
Liabilities$729
Net Assets$154,385
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$269,205
Expenses$114,820
Net Income$154,385
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$269,205
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-$155,114-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$155,114▲ $155,114
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$729-
Total Liabilities$0$729▲ $729
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$150,882-
Net Assets Without Donor Restrictions-$3,503-
Total Net Assets Fund Balance$0$154,385▲ $154,385
Total Liabilities and Net Assets / Fund Balance$0$155,114▲ $155,114
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Alissa Mccurley VogelPresident
John OliverSecretary
Victoria WatsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$269,205
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$269,205
Change in Net Assets
$154,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$30,833--$30,833
Fees for Services Legal-$3,952-$3,952
Fees for Services Accounting-$2,213-$2,213
Advertising-$1,904-$1,904
Insurance-$795-$795
Information Technology-$180-$180
All Other Expenses$75$67-$142
Other Expenses$3,750$90-$90
Total Functional Expenses$105,619$9,201$0$114,820
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Oak Rose Fund
EIN
88-1925828
Phone
3035578427
Address
2624 S KRAMERIA ST, DENVER, CO 80222

Signing Officer

Name
Victoria Watson
Title
Treasurer
Phone
4792343713
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
GC2 Professional Services PC
Address
12367 E Cornell Ave, Aurora, CO 80014
Preparer
Jeffrey Cohen CPA Abv Cff Cva Maff
Phone
3033374288
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471219088
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GC2 Professional Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012367 E Cornell Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aurora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080014
ReturnHeader/PreparerPersonGrp/PhoneNum03033374288
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY COHEN CPA ABV CFF CVA MAFF
ReturnHeader/ReturnTs02023-11-15T13:34:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VICTORIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,114
Liabilities
$729
Net assets
$154,385
Revenue
$269,205
Expenses
$114,820
Net income
$154,385
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits