TPhilanthropy, Voluntarism & GrantmakingEIN: 383323820· Ruling Year: 1997

Marvin And Rosalie Okun Foundation

Kalamazoo, Michigan

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org15.73×
Peer Median18.82×
💰
$9.6M
Total Revenue
📊
$1.6M
Total Expenses
🏦
$24.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1755.1%
Year-over-year change (2022 → 2023)
Net Margin
+83.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.73
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$9,558,5461755%$1,573,3797%$24,741,91248%
2022$515,26965%$1,475,9687%$16,744,5515%
2021$1,463,88279%$1,586,22044%$17,715,1041%
2020$818,73951%$1,104,88627%$17,827,5882%
2019$541,679744%$1,512,9959033%$18,113,7357745%
2015-$84,104615%$16,566116%$230,89730%
2014-$11,763284%$7,65328%$331,567
2013$6,39322%$10,57027%$332,0021%
2012$5,25465%$8,32524%$336,1791%
2011$14,861$10,986$339,250

Frequently Asked Questions

What does Marvin And Rosalie Okun Foundation do?

Marvin And Rosalie Okun Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Marvin And Rosalie Okun Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Marvin And Rosalie Okun Foundation has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Marvin And Rosalie Okun Foundation generate?

Revenue data for Marvin And Rosalie Okun Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Marvin And Rosalie Okun Foundation — Kalamazoo, MI | GiveScope