Civic Intelligence

The O&R Chun Foundation Inc

990PF • Fiscal year 2018 • EIN 20-3976090

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profile
3741 Douglas Blvd Suite 130Roseville, CA 95661

(916) 786-7626

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-81%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$143,836

Down $6,008 (-4.0%) from 2017

Net Assets

Down

$143,836

Down $6,008 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$7,419

Down $3,078 (-29%) from 2017

Expenses

Down

$13,427

Down $771 (-5.4%) from 2017

Net Income

Down

-$6,008

Down $2,307 (-62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2018

Assets$143,836
Liabilities$0
Net Assets$143,836
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

2018

Revenue$7,419
Expenses$13,427
Net Income-$6,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BD ChunPresident-$0--
Kimberly Foss CFPSecretary-$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
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Benn & Leman CPAs Inc
Address
1508 Eureka Road Suite 200, Roseville, CA 95661
Preparer
Katherine L Leman CPA
Phone
9167601680
Raw XML Appendix265 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/DistributableAmountGrp/MinimumInvestmentReturnAmt08808
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0148
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0148
IRS990PF/FMVAssetsEOYAmt0175471
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02048
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0147796
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0149844
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03607
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0175230
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08808
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0176154
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0178837
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard BD Chun
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kimberly Foss CFP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles K Benn CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Roseville
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09167601680
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKLIN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06973
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017518
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05842
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03340
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024491
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021151
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01312
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard BD Chun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/PreparerFirmGrp/PreparerFirmEIN0205281117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Benn & Leman CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 Eureka Road Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167601680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine L Leman CPA
ReturnHeader/ReturnTs02018-11-14T13:43:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,836
Liabilities
$0
Net assets
$143,836
Revenue
$7,419
Expenses
$13,427
Net income
-$6,008
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