Civic Intelligence

The O&R Chun Foundation Inc

EIN 20-3976090 • Roseville, CA

Pub. 78 Eligible
3741 Douglas Blvd Suite 130Roseville, CA 95661
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

66th percentile

5.3%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

86%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$121,226

Up $6,104 (+5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$121,226

Up $6,104 (+5.3%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin81st percentile

Revenue

Up

$20,406

Up $9,462 (+86%) from 2024

Expenses

Down

$14,302

Down $2,990 (-17%) from 2024

Net Income

Up

$6,104

Up $12,452 (+196%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2011: $203,687Liabilities 2011: $0Net Assets 2011: $203,6872011Assets 2012: $193,752Liabilities 2012: $02012Assets 2013: $179,823Liabilities 2013: $02013Assets 2014: $169,091Liabilities 2014: $02014Assets 2015: $163,893Liabilities 2015: $0Net Assets 2015: $163,8932015Assets 2016: $153,545Liabilities 2016: $02016Assets 2017: $149,844Liabilities 2017: $0Net Assets 2017: $149,8442017Assets 2018: $143,836Liabilities 2018: $0Net Assets 2018: $143,8362018Assets 2020: $135,110Liabilities 2020: $02020Assets 2021: $129,910Liabilities 2021: $0Net Assets 2021: $129,9102021Assets 2022: $126,584Liabilities 2022: $0Net Assets 2022: $126,5842022Assets 2023: $121,470Liabilities 2023: $0Net Assets 2023: $121,4702023Assets 2024: $115,122Liabilities 2024: $0Net Assets 2024: $115,1222024Assets 2025: $121,226Liabilities 2025: $0Net Assets 2025: $121,2262025

Highlighted filing

2025

Assets$121,226
Liabilities$0
Net Assets$121,226
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$40K$20K$0-$20KExpenses 2011: $26,8942011Revenue 2012: $4,414Expenses 2012: $14,349Net Income 2012: -$9,9352012Revenue 2013: $5,981Expenses 2013: $19,910Net Income 2013: -$13,9292013Revenue 2014: $8,842Expenses 2014: $19,574Net Income 2014: -$10,7322014Revenue 2015: $8,522Expenses 2015: $13,720Net Income 2015: -$5,1982015Revenue 2016: $3,671Expenses 2016: $14,019Net Income 2016: -$10,3482016Revenue 2017: $10,497Expenses 2017: $14,198Net Income 2017: -$3,7012017Revenue 2018: $7,419Expenses 2018: $13,427Net Income 2018: -$6,0082018Revenue 2020: $9,299Expenses 2020: $14,450Net Income 2020: -$5,1512020Revenue 2021: $7,589Expenses 2021: $12,789Net Income 2021: -$5,2002021Revenue 2022: $10,075Expenses 2022: $13,401Net Income 2022: -$3,3262022Revenue 2023: $6,687Expenses 2023: $11,801Net Income 2023: -$5,1142023Revenue 2024: $10,944Expenses 2024: $17,292Net Income 2024: -$6,3482024Revenue 2025: $20,406Expenses 2025: $14,302Net Income 2025: $6,1042025

Highlighted filing

2025

Revenue$20,406
Expenses$14,302
Net Income$6,104
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,226
Liabilities
$0
Net assets
$121,226
Revenue
$20,406
Expenses
$14,302
Net income
$6,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.14$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.13$0.05
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.09$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.14$0.04
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$0.04$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$1.69$0.00$0.09$0.20$0.11
2013Summary only. Only limited summary data is available for this year.$1.80$0.00$0.06$0.20$0.14
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.04$0.14$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BD ChunPresident-$0--
Nancy OppySecretary/CFO-$0--
Charles K Benn CPATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The O&R Chun Foundation Inc
EIN
20-3976090
Phone
9167867626
Address
3741 Douglas Blvd Suite 130, Roseville, CA 95661

Signing Officer

Name
Richard BD Chun
Title
President
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Benn & Leman CPAs Inc
Address
1508 Eureka Rd Ste 235, Roseville, CA 95661
Preparer
Katherine L Leman CPA
Phone
9167601680
Raw XML Appendix327 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/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard BD Chun
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nancy Oppy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles K Benn CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03741 Douglas Blvd Suite 130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13741 Douglas Blvd Suite 130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21508 Eureka Road Suite 235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Roseville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Roseville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Roseville
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295661
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/AddressLine1Txt01508 Eureka Road Suite 235
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Roseville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Benn & Leman CPAs Inc
IRS990PF/StatementsRegardingActyGrp/PhoneNum09167601680
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Richard BD Chun
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SIERRA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05100 SIERRA COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095677
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05793
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04129
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06207
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029756
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023549
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard BD Chun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The O&R Chun Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0O&RC
ReturnHeader/Filer/EIN0203976090
ReturnHeader/Filer/PhoneNum09167867626
ReturnHeader/Filer/USAddress/AddressLine1Txt03741 Douglas Blvd Suite 130
ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205281117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Benn & Leman CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 Eureka Rd Ste 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167601680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine L Leman CPA
ReturnHeader/ReturnTs02025-11-10T14:55:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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