Civic Intelligence

Martin Ozinga III Revocable Trust

EIN 87-6284990 • Mokena, IL

19001 Old Lagrange Road Suite 300Mokena, IL 60448
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2024

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$1,743,956

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,743,956

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$380,087

No earlier filing loaded for comparison.

Expenses

$2,320,976

No earlier filing loaded for comparison.

Net Income

-$1,940,889

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,743,956Liabilities 2024: $0Net Assets 2024: $1,743,9562024

Highlighted filing

2024

Assets$1,743,956
Liabilities$0
Net Assets$1,743,956
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2024: $380,087Expenses 2024: $2,320,976Net Income 2024: -$1,940,8892024

Highlighted filing

2024

Revenue$380,087
Expenses$2,320,976
Net Income-$1,940,889
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,743,956
Liabilities
$0
Net assets
$1,743,956
Revenue
$380,087
Expenses
$2,320,976
Net income
-$1,940,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.38$2.32$1.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN OZINGA IVTrustee-$0--
TIMOTHY OZINGATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE OZINGA FOUNDATIONRESIDUAL DISTRIBUTION FROM THE ESTATE OF MARTIN OZINGA IIIPFMOKENA, IL, US$2,305,808
Filing and Contact Details

Filer

Filer Name
Martin Ozinga Iii Revocable Trust
EIN
87-6284990
Phone
7083264200
Address
19001 OLD LAGRANGE ROAD SUITE 300, MOKENA, IL 60448

Signing Officer

Name
Martin Ozinga Iv
Title
Trustee
Phone
7083264200
Signed
2026-02-27
Raw XML Appendix264 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MOIII LEGACY HOLDINGS LLC
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ELECTRONIC FILING REJECT - IRS DATABASE ISSUES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 2024 FORM 990-PF FOR MARTIN OZINGA III REVOCABLE TRUST WAS REJECTED WITH REFERENCE TO CODES F990PF-906-01 & F990PF-905-01. THE ORGANIZATION TYPE AND EIN DID NOT MATCH THE IRS DATABASE. THE INCOME OF THE MARTIN OZINGA III REVOCABLE TRUST WAS PREVIOUSLY REPORTED WITH THE ESTATE OF MARTIN OZINGA III. UPON COMPLETION OF THE ESTATE ADMINISTRATION PERIOD, THE MARTIN OZINGA III REVOCABLE TRUST IS NOW CONSIDERED A NONEXEMPT CHARITABLE TRUST, BECAUSE ITS ONLY BENEFICIARY IS A 501(C)(3) ORGANIZATION. AS REQUIRED, A FORM 990-PF HAS BEEN PREPARED AND ATTEMPTED TO ELECTRONICALLY FILE PRIOR TO THE EXTENDED DUE DATE FOR THE FORM 990-PF. MULTIPLE ATTEMPTS WERE MADE ON NOVEMBER 14, 2025 TO CONTACT THE IRS TO DETERMINE HOW TO APPROPRIATELY ELECTRONICALLY SUBMIT THE RETURN, BUT THE IRS WAS UNREACHABLE. THEREFORE, THE MARTIN OZINGA III REVOCABLE TRUST IS SUBMITTING VIA PAPER ITS 2024 FORM 990-PF.
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014708
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014708
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03684845
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECEIPT OF TRUST EQUITY FROM ESTATE OF MARTIN OZINGA III
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0460
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0460
TaxUnderSection511Statement/ExplanationTxt0FORM 990-T, PART I, LINE 11, UNRELATED BUSINESS TAXABLE INCOME = $113509. TRUST INCOME TAX ON TAXABLE INCOME FROM SCHEDULE D (1041) = $21457. PART II, LINE 7 TOTAL TAX = $21457. PART III, LINE 9 TAX DUE = $21457.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN OZINGA IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07083264200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIN OZINGA III REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0876284990
ReturnHeader/Filer/PhoneNum07083264200
ReturnHeader/Filer/USAddress/AddressLine1Txt019001 OLD LAGRANGE ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0MOKENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02026-02-27T15:56:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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