Civic Intelligence

Marvin and Rosalie Okun Foundation

990PF • Fiscal year 2016 • EIN 38-3323820

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

211 S Rose StreetKalamazoo, MI 49007

(269) 349-9603

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

341%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Up

$1,017,102

Up $786,205 (+341%) from 2015

Net Assets

Up

$1,017,102

Up $786,205 (+341%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Up

$836,170

Up $920,274 (+1094%) from 2015

Expenses

Up

$49,965

Up $33,399 (+202%) from 2015

Net Income

Up

$786,205

Up $886,875 (+881%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$1,017,102
Liabilities$0
Net Assets$1,017,102

Operations Trend

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

2016

Revenue$836,170
Expenses$49,965
Net Income$786,205
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARVIN OKUN DOD 10202016Past Preside-$0--
ROSALIE OKUNPast Secreta-$0--
SYDNEY PARFETDirector-$0--
CHRIS MIDDLETONPresident-$0--
ROSALICE HALLSecretary/Tr-$0--
PAUL DAVIDOFFDirector-$0--
ROB LANDODirector-$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
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Jennifer Holder
Phone
2693438180
Raw XML Appendix398 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARVIN OKUN DOD 10202016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSALIE OKUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SYDNEY PARFET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRIS MIDDLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROSALICE HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PAUL DAVIDOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROB LANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PAST PRESIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.029792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045634
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0823713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0218819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0218180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0205173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0173029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0154490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt042079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225620
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041883
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042079
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0196
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042079
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0211 S ROSE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KALAMAZOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum02693889800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO DESIGNATED APPLICATION NECESSARY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GREENLEAF TRUST CO OKUN FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02693889800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0211 S ROSE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KALAMAZOO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049007
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUEST MUST BE SUBMITTED NO LATER THAN NOVEMBER 15 OF THE CURRENT YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION OF MOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KALAMAZOO CIVIC THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOSPITAL HOSPITALITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KALAMAZOO SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KALAMAZOO INSTITUTE OF ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KALAMAZOO NATURE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNITED WAY OF BATTLE CREEK AND KZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WEST MICHIGAN CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02501 STADIUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1329 S PARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2527 W SOUTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3359 S KALAMAZOO MALL 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4314 S PARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57000 N WESTNEDGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6709 S WESTNEDGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7200 N PARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd649007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd749007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042025
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040723
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01356
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042079
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0267
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01356
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARVIN OKUN LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0211 S ROSE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KALAMAZOO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049007
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0810000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0210897
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1331240
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03223 SH OF ALTRIA GROUP STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17599 SH OF CMS ENERGY CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-06-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-06-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENCES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06333
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1278
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0278
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MIDDLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02693499603
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARVIN AND ROSALIE OKUN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARV
ReturnHeader/Filer/EIN0383323820
ReturnHeader/Filer/PhoneNum02693499603
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 S ROSE STREET
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A800C36CB8F4F2B29F28D25D30C752B604EF50D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F4CADB9E6198BE6A26C78AFB088E617AEC0CB8A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200503877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEBER TANS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W CROSSTOWN PARKWAY STE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049008
ReturnHeader/PreparerPersonGrp/PhoneNum02693438180
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER HOLDER
ReturnHeader/ReturnTs02017-11-15T11:19:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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