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Nonprofit · EIN 88-1925828

OAK ROSE FUND

Tax-exempt · GREENWOOD VLG, CO 80111

Financials

$811K$402K2023$825K$1.2M2024$543K$619K2025
Revenue Expenses · by fiscal year end
Financials of OAK ROSE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$542,658$619,238-$76,580$89,641$16,027$73,614
December 31, 2024990$824,817$1,238,022-$413,205$206,614$56,420$150,194
December 31, 2023990$810,622$401,608$409,014$574,786$11,387$563,399
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$538,900
Program service revenue
$0
Investment income
$3,758
Other revenue
$0

Expenses

Grants and similar amounts paid
$17,890
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$6,069
Accounting fees
$11,660
Travel
$16,461
Program services (functional)
$497,476
Management and general (functional)
$63,656
Fundraising (functional)
$58,106

Balance sheet and other

Total assets, start of year
$206,614
Total assets, end of year
$89,641
Total liabilities, end of year
$16,027
Net assets, end of year
$73,614
Net assets without donor restrictions
$5,121
Net assets with donor restrictions
$68,493
Gross receipts
$542,658
Employees
0
Volunteers
0
Year formed
2022
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALISSA MCCURLEY VOGELPRESIDENT
Trustee or director, Officer
4$0
JOHN OLIVERSECRETARY
Trustee or director, Officer
4$0
VICTORIA WATSONTREASURER
Trustee or director, Officer
4$0
JONATHAN TEECOO
Officer
4$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
GINA DIMATTEOCFO
Officer
4$16,208
ALISSA MCCURLEY VOGELPRESIDENT
Trustee or director, Officer
4$0
JOHN OLIVERSECRETARY
Trustee or director, Officer
4$0
VICTORIA WATSONTREASURER
Trustee or director, Officer
4$0
JONATHAN TEECOO
Officer
4$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
GINA DIMATTEOCFO
Officer
4$10,625
ALISSA MCCURLEY VOGELPresident
Officer
4$0
JOHN OLIVERSecretary
Officer
4$0
VICTORIA WATSONTreasurer
Officer
4$0
JONATHAN TEECOO
Officer
4$0

Address and contacts

Address (IRS master file)
6635 S DAYTON ST STE 310, GREENWOOD VLG, CO 80111-6156
Principal officer (990 for 2025)
ALISSA MCCURLEY VOGEL, 6635 SOUTH DAYTON STREET 310, GREENWOOD VILLAGE, CO 80111
Signed the 990
ALISSA MCCURLEY VOGEL, PRESIDENT
Phone
(303) 557-8427
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

Mission

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

990 for the year ended December 31, 2025

Program accomplishments

  • FLOURISH FUND - FLOURISH FUND IS A PHILANTHROPIC INVESTMENT FUND, THAT RAISED FUNDS TO MAKE LARGE SCALE INVESTMENTS TO SUPPORT CHRISTIAN SOCIAL IMPACT ORGANIZATIONS.
    Expenses $339,986
  • 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.
    Expenses $83,264
  • CONSERVATIVES CONCERNED OKLAHOMA IS A NETWORK OF POLITICAL AND SOCIAL CONSERVATIVES IN OKLAHOMA WHO QUESTION THE ALIGNMENT OF CAPITAL PUNISHMENT WITH CONSERVATIVE PRINCIPLES AND VALUES. THEIR PROGRAMS INCLUDE EDUCATING CONSERVATIVES ABOUT THE FAILED DEATH PENALTY SYSTEM AND MOBILIZING THEM TO BRING ABOUT ITS END.
    Expenses $35,318
  • GEORGIA DUAL DEGREE PROGRAM - A DUAL ENROLLMENT PROGRAM IN PARTNERSHIP WITH PARENTS THROUGH HIGH SCHOOL AND EARLY COLLEGE CLASSES TO ACADEMICALLY, SOCIALLY AND SPIRITUALLY PREPARE THE NEXT GENERATION OF SERVANT LEADERS TO IMPACT THE COMMUNITY.
    Expenses $17,890 · grants $17,890
  • FAITHFUL CITIZEN INSTITUTE (FCI) ELEVATES THE POLITICAL DISCOURSE BY BRINGING THE WISDOM OF CATHOLIC SOCIAL TEACHING, A NON-PARTISAN, NON-IDEOLOGICAL, OUTLOOK FOR POLICY SOLUTIONS, TO CAPITOLS AROUND THE COUNTRY TO EDUCATE POLICY LEADERS AS THEY NAVIGATE THE NUANCED POLICYMAKING PROCESS. FCI IS AN EDUCATIONAL ORGANIZATION AND DOES NOT ENGAGE IN ADVOCACY OR LOBBY FOR SPECIFIC LEGISLATION.
    Expenses $20,406
  • BLACK PARENT AFTER SCHOOL STUDY- A PROJECT TO CONDUCT A STUDY TO IDENTIFY HOW 150 LOWER-INCOME AND WORKING-CLASS BLACK PARENTS LIVING IN PHOENIX DEFINE A QUALITY AFTER SCHOOL FOR THEIR CHILDREN, AND THE ROLE THIS PROGRAM PLAYS IN BUILDING PERSONAL AGENCY FOR BLACK PARENTS THEMSELVES.
    Expenses $612

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
88-1925828
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B01)
Assets (IRS master file)
$89,641
Income (IRS master file)
$542,658

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$542,658$619,238$89,641XML
990December 2024$824,817$1,238,022$206,614IRS
990December 2023$810,622$401,608$574,786XML
990December 2022$269,205$114,820$155,114IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-1925828).

Questions about OAK ROSE FUND

What is the EIN of OAK ROSE FUND?
The employer identification number (EIN) of OAK ROSE FUND is 88-1925828.
Is OAK ROSE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to OAK ROSE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OAK ROSE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OAK ROSE FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OAK ROSE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of OAK ROSE FUND?
The 990 for the year ended December 31, 2025 names ALISSA MCCURLEY VOGEL.
Who are the officers and directors of OAK ROSE FUND?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does OAK ROSE FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $542,658, expenses of $619,238 and total assets of $89,641 at year end.

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