Civic Intelligence

Marvin and Rosalie Okun Foundation

EIN 38-3323820 • Kalamazoo, MI

211 S Rose StreetKalamazoo, MI 49007
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

48th percentile

4.1%

Faster asset growth than 48% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$25,760,831

Up $1,018,919 (+4.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$25,760,831

Up $1,018,919 (+4.1%) from 2023

Revenue

Down

$2,990,887

Down $6,567,659 (-69%) from 2023

Expenses

Up

$1,971,968

Up $398,589 (+25%) from 2023

Net Income

Down

$1,018,919

Down $6,966,248 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $335,375Liabilities 2010: $0Net Assets 2010: $335,3752010Assets 2011: $339,250Liabilities 2011: $0Net Assets 2011: $339,2502011Assets 2012: $336,179Liabilities 2012: $0Net Assets 2012: $336,1792012Assets 2013: $332,002Liabilities 2013: $1Net Assets 2013: $332,0022013Assets 2014: $331,567Liabilities 2014: $1Net Assets 2014: $331,5672014Assets 2015: $230,897Liabilities 2015: $1Net Assets 2015: $230,8972015Assets 2016: $1,017,102Liabilities 2016: $0Net Assets 2016: $1,017,1022016Assets 2017: $18,583,072Liabilities 2017: $0Net Assets 2017: $18,583,0722017Assets 2018: $19,085,051Liabilities 2018: $0Net Assets 2018: $19,085,0512018Assets 2019: $18,113,735Liabilities 2019: $1Net Assets 2019: $18,113,7352019Assets 2020: $17,827,588Liabilities 2020: $1Net Assets 2020: $17,827,5882020Assets 2021: $17,715,104Liabilities 2021: $9,854Net Assets 2021: $17,705,2502021Assets 2022: $16,744,551Liabilities 2022: $1Net Assets 2022: $16,744,5512022Assets 2023: $24,741,912Liabilities 2023: $1Net Assets 2023: $24,741,9122023Assets 2024: $25,760,831Liabilities 2024: $0Net Assets 2024: $25,760,8312024

Highlighted filing

2024

Assets$25,760,831
Liabilities$0
Net Assets$25,760,831

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,6482010Expenses 2011: $10,9862011Expenses 2012: $8,3252012Revenue 2013: $6,393Expenses 2013: $10,570Net Income 2013: -$4,1772013Revenue 2014: -$11,763Expenses 2014: $7,653Net Income 2014: -$19,4162014Revenue 2015: -$84,104Expenses 2015: $16,566Net Income 2015: -$100,6702015Revenue 2016: $836,170Expenses 2016: $49,965Net Income 2016: $786,2052016Revenue 2017: $18,282,266Expenses 2017: $708,112Net Income 2017: $17,574,1542017Revenue 2018: $1,634,203Expenses 2018: $1,132,224Net Income 2018: $501,9792018Revenue 2019: $541,679Expenses 2019: $1,512,995Net Income 2019: -$971,3162019Revenue 2020: $818,739Expenses 2020: $1,104,886Net Income 2020: -$286,1472020Revenue 2021: $1,463,882Expenses 2021: $1,586,220Net Income 2021: -$122,3382021Revenue 2022: $515,269Expenses 2022: $1,475,968Net Income 2022: -$960,6992022Revenue 2023: $9,558,546Expenses 2023: $1,573,379Net Income 2023: $7,985,1672023Revenue 2024: $2,990,887Expenses 2024: $1,971,968Net Income 2024: $1,018,9192024

Highlighted filing

2024

Revenue$2,990,887
Expenses$1,971,968
Net Income$1,018,919

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.99$1.97$1.02
2023Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$9.56$1.57$7.99
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.52$1.48$0.96
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.01$17.7$1.46$1.59$0.12
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.82$1.10$0.29
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.54$1.51$0.97
2018Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.63$1.13$0.50
2017Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$18.3$0.71$17.6
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.84$0.05$0.79
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.08$0.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.01$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS MIDDLETONPresident-$0--
ROSALICE HALLSecretary/Tr-$0--
SYDNEY PARFETDirector-$0--
PAUL DAVIDOFFDirector-$0--
ROB LANDODirector-$0--
RAE LEE HOWARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marvin and Rosalie Okun Foundation
EIN
38-3323820
Phone
2693499603
Address
211 S ROSE STREET, KALAMAZOO, MI 49007

Signing Officer

Name
Chris Middleton
Title
President
Phone
2693499603
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Thomas J Horwath
Phone
2693438180
Raw XML AppendixShowing 400 of 818 raw XML fields

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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIG BROTHERS BIG SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BIKE FRIENDLY KALAMAZOO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CONGREGATION OF MOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15FAMILY AND CHILDREN SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17FATHERS AGAINST DISTRACTED DRIVING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FIRST DAY SHOE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20FIRST TEE OF WEST MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21FRIENDS WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22GILMORE KEYBOARD FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23GIRLS BUILD KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24GIRLS ON THE RUN - GREATER KALAMZOO

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