Civic Intelligence

The Duncan Group

990 • Fiscal year 2020 • EIN 77-0429830

Jul 01, 2019 to Jun 30, 2020

Organization Profile
Sn Luis Obisp, CA
Siviq Scores

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

Liabilities / Assets

61st percentile

0.28x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.59x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

62nd percentile

9.8%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

8.5%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$5,930,490

Up $1,362,443 (+30%) from 2019

Net Assets

Up

$4,272,748

Up $274,631 (+6.9%) from 2019

Liabilities

Up

$1,657,742

Up $1,087,812 (+191%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin62nd percentile

Revenue

Up

$2,804,982

Up $220,653 (+8.5%) from 2019

Expenses

Up

$2,530,351

Up $114,228 (+4.7%) from 2019

Net Income

Up

$274,631

Up $106,425 (+63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,695,791Liabilities 2011: $506,245Net Assets 2011: $2,189,5462011Assets 2012: $2,626,313Liabilities 2012: $329,303Net Assets 2012: $2,297,0102012Assets 2013: $2,835,169Liabilities 2013: $352,591Net Assets 2013: $2,482,5782013Assets 2014: $3,066,900Liabilities 2014: $409,189Net Assets 2014: $2,657,7112014Assets 2015: $3,529,661Liabilities 2015: $394,800Net Assets 2015: $3,134,8612015Assets 2016: $3,901,500Liabilities 2016: $527,891Net Assets 2016: $3,373,6092016Assets 2017: $4,197,973Liabilities 2017: $58,500Net Assets 2017: $4,139,4732017Assets 2018: $4,368,588Liabilities 2018: $538,677Net Assets 2018: $3,829,9112018Assets 2019: $4,568,047Liabilities 2019: $569,930Net Assets 2019: $3,998,1172019Assets 2020: $5,930,490Liabilities 2020: $1,657,742Net Assets 2020: $4,272,7482020Assets 2021: $6,027,936Liabilities 2021: $1,688,095Net Assets 2021: $4,339,8412021Assets 2022: $5,468,265Liabilities 2022: $445,013Net Assets 2022: $5,023,2522022Assets 2023: $5,233,610Liabilities 2023: $299,029Net Assets 2023: $4,934,5812023Assets 2024: $5,071,830Liabilities 2024: $406,295Net Assets 2024: $4,665,5352024

Highlighted filing

2020

Assets$5,930,490
Liabilities$1,657,742
Net Assets$4,272,748
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,386,278Expenses 2011: $1,238,231Net Income 2011: $148,0472011Revenue 2012: $1,474,575Expenses 2012: $1,367,111Net Income 2012: $107,4642012Revenue 2013: $1,745,689Expenses 2013: $1,560,121Net Income 2013: $185,5682013Revenue 2014: $1,896,288Expenses 2014: $1,721,155Net Income 2014: $175,1332014Revenue 2015: $2,267,588Expenses 2015: $1,790,438Net Income 2015: $477,1502015Revenue 2016: $2,160,480Expenses 2016: $1,921,732Net Income 2016: $238,7482016Revenue 2017: $2,470,886Expenses 2017: $2,171,105Net Income 2017: $299,7812017Revenue 2018: $2,557,771Expenses 2018: $2,401,250Net Income 2018: $156,5212018Revenue 2019: $2,584,329Expenses 2019: $2,416,123Net Income 2019: $168,2062019Revenue 2020: $2,804,982Expenses 2020: $2,530,351Net Income 2020: $274,6312020Revenue 2021: $2,810,734Expenses 2021: $2,743,641Net Income 2021: $67,0932021Revenue 2022: $3,579,050Expenses 2022: $2,895,639Net Income 2022: $683,4112022Revenue 2023: $3,026,207Expenses 2023: $3,114,878Net Income 2023: -$88,6712023Revenue 2024: $3,384,805Expenses 2024: $3,653,851Net Income 2024: -$269,0462024

Highlighted filing

2020

Revenue$2,804,982
Expenses$2,530,351
Net Income$274,631
Open 2020 Filing
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Mission and Program Overview

Mission

The duncan group is dedicated to the development of affordable housing and the promotion of the educational, economic and social development of low- income persons and groups residing in central and southern california.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$5,930,490
Liabilities
$1,657,742
Net assets
$4,272,748
Revenue
$2,804,982
Expenses
$2,530,351
Net income
$274,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.07$0.41$4.67$3.38$3.65$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.30$4.93$3.03$3.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.47$0.45$5.02$3.58$2.90$0.68
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$1.69$4.34$2.81$2.74$0.07
2020Summary only. Only limited summary data is available for this year.$5.93$1.66$4.27$2.80$2.53$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.57$4.00$2.58$2.42$0.17
2018Summary only. Only limited summary data is available for this year.$4.37$0.54$3.83$2.56$2.40$0.16
2017Summary only. Only limited summary data is available for this year.$4.20$0.06$4.14$2.47$2.17$0.30
2016Summary only. Only limited summary data is available for this year.$3.90$0.53$3.37$2.16$1.92$0.24
2015Summary only. Only limited summary data is available for this year.$3.53$0.39$3.13$2.27$1.79$0.48
2014Summary only. Only limited summary data is available for this year.$3.07$0.41$2.66$1.90$1.72$0.18
2013Summary only. Only limited summary data is available for this year.$2.84$0.35$2.48$1.75$1.56$0.19
2012Summary only. Only limited summary data is available for this year.$2.63$0.33$2.30$1.47$1.37$0.11
2011Summary only. Only limited summary data is available for this year.$2.70$0.51$2.19$1.39$1.24$0.15