2026-07-08T08:46:54-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 123 NORTH WACKER DRIVE SUITE 1400 CHICAGO IL 60606 990 2025-01-01 881925828 OAK ROSE FUND OAKR 3035578427 6635 SOUTH DAYTON STREET 310 GREENWOOD VILLAGE CO 80111 ALISSA MCCURLEY VOGEL PRESIDENT 3035578427 2026-06-24 ELIZABETH HERBST P00446776 3127268353 2026-06-24 2025 2025-03-06 01:10:19Z ALISSA MCCURLEY VOGEL 6635 SOUTH DAYTON STREET 310 GREENWOOD VILLAGE CO 80111 542658 0 X WWW.OAKROSEGROUP.COM/OAK-ROSE-FUND X 2022 CO TO CREATE PATHWAYS TO ECONOMIC MOBILITY THROUGH K-12 EDUCATION REFORM, WORKFORCE DEVELOPMENT INITIATIVES, AND OTHER PROGRAMS. 3 3 0 0 0 0 821340 538900 0 0 3477 3758 0 0 824817 542658 20880 17890 0 0 16208 0 0 0 58106 1200934 601348 1238022 619238 -413205 -76580 206614 89641 56420 16027 150194 73614 X TO CREATE PATHWAYS TO HUMAN FLOURISHING THROUGH K-12 EDUCATION REFORM, WORKFORCE DEVELOPMENT INITIATIVES, AND OTHER PROGRAMS. 1 0 339986 FLOURISH FUND - FLOURISH FUND IS A PHILANTHROPIC INVESTMENT FUND, THAT RAISED FUNDS TO MAKE LARGE SCALE INVESTMENTS TO SUPPORT CHRISTIAN SOCIAL IMPACT ORGANIZATIONS. 83264 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. 35318 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. 17890 17890 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. 20406 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. 612 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. 38908 17890 497476 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X GINA DIMATTEO 3035915770 7018 SOUTH IRVINGTON COURT AURORA CO 80015 X ALISSA MCCURLEY VOGEL PRESIDENT 4.00 0.00 X X 0 0 0 JOHN OLIVER SECRETARY 4.00 0.00 X X 0 0 0 VICTORIA WATSON TREASURER 4.00 0.00 X X 0 0 0 JONATHAN TEE COO 4.00 0.00 X 0 0 0 0 0 0 0 0 0 0 OAK ROSE GROUP 7337 EAST ROSE LANE SCOTTSDALE AZ 85250 PROJECT MANAGEMENT 116734 1 538900 538900 3758 3758 542658 0 0 3758 X 17890 17890 78384 66384 6000 6000 6069 6069 11660 11660 285010 241230 21238 22542 37303 26112 11191 19922 5216 14126 580 1827 457 913 457 16461 14815 1646 96307 82025 14282 3650 3650 PROGRAM EXPENSES 36275 36275 RESEARCH AND EVALUATION 6130 6130 DUES & SUBSCRIPTIONS 443 443 1907 499 1408 619238 497476 63656 58106 65611 89641 141003 0 206614 89641 56420 16027 56420 16027 X 14273 5121 135921 68493 150194 73614 206614 89641 -76580 0 X 0 0 0 X 269205 810622 821340 538900 2440067 269205 810622 821340 538900 2440067 461104 1978963 3477 3758 7235 2447302 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SCHOLARSHIPS 21 17890 PART I, LINE 2: OAK ROSE FUND DOESN'T MONITOR THE USE OF GRANT FUNDS. FORM 990, PART III, LINE 2 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. 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. 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. FORM 990, PART IX, LINE 11G SUPPORT PERSONNEL: PROGRAM SERVICE EXPENSES 114,311. MANAGEMENT AND GENERAL EXPENSES 6,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,327. EXECUTIVE DIRECTORS: PROGRAM SERVICE EXPENSES 84,780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,420. TOTAL EXPENSES 94,200. STRATEGIC PARTNER: PROGRAM SERVICE EXPENSES 28,210. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 12,090. TOTAL EXPENSES 40,300. CONTRACTOR EXPENSES: PROGRAM SERVICE EXPENSES 13,929. MANAGEMENT AND GENERAL EXPENSES 15,222. FUNDRAISING EXPENSES 775. TOTAL EXPENSES 29,926. DONATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 257. TOTAL EXPENSES 257.