Oak Rose Fund
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO CREATE PATHWAYS TO HUMAN FLOURISHING THROUGH K-12 EDUCATION REFORM, WORKFORCE DEVELOPMENT INITIATIVES, AND OTHER PROGRAMS.
- Income
- $542,658
- Spending
- $619,238
- Spent on programs
- 80%
- Reserves
- 0.1 months of spending
- Largest source of income
- donations and private grants, 99%
- Employees
- 0
- Volunteers
- 0
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 39 out of 100. Higher than 9% of charities in its peer group (education, $250k to $1m).
Reserves
4 of 35Spendable reserves would cover 0.1 months of spending.
Debt
16 of 20It owes 18% of what it owns.
Living within its means
4 of 15Spending exceeded income by 14% of income.
Income trend
0 of 15Income fell 34% on the year before.
Spending floor
15 of 1580% of spending went to programs and raising each dollar of donations cost 11 cents.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 83 out of 100. Higher than 72% of charities in its peer group (education, $250k to $1m).
Independent board
18 of 253 of 3 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (6)
- $339,986 spent. FLOURISH FUND - FLOURISH FUND IS A PHILANTHROPIC INVESTMENT FUND, THAT RAISED FUNDS TO MAKE LARGE SCALE INVESTMENTS TO SUPPORT CHRISTIAN SOCIAL IMPACT ORGANIZATIONS.
- $83,264 spent. 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.
- $35,318 spent. 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.
- $17,890 spent. 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.
- $20,406 spent. 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 spent. 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.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since May 2022.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.