Civic Intelligence

The Duncan Group

990 • Fiscal year 2019 • EIN 77-0429830

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 11, 2020

Organization Profile

View Organization Page

3533 Empleo StreetSan Luis Obispo, CA 93401

(805) 781-3088

Siviq Scores

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

Liabilities / Assets

57th percentile

0.12x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.22x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$230,783

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$4,568,047

Up $199,459 (+4.6%) from 2018

Net Assets

Up

$3,998,117

Up $168,206 (+4.4%) from 2018

Liabilities

Up

$569,930

Up $31,253 (+5.8%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin58th percentile

Revenue

Up

$2,584,329

Up $26,558 (+1.0%) from 2018

Expenses

Up

$2,416,123

Up $14,873 (+0.6%) from 2018

Net Income

Up

$168,206

Up $11,685 (+7.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$4,568,047
Liabilities$569,930
Net Assets$3,998,117
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$2,584,329
Expenses$2,416,123
Net Income$168,206
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$2,584,329
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,160,045$2,416,926▲ $256,881
Other Notes and Loans Receivable, Net$1,032,454$1,058,079▲ $25,625
Accounts Receivable$646,319$640,880▼ $5,439
Land, Buildings, and Equipment, Net$214,555$142,446▼ $72,109
Prepaid Expenses and Deferred Charges$7,619$417▼ $7,202
Total Assets$4,368,588$4,568,047▲ $199,459
Other Assets Total$307,596$309,299▲ $1,703
Liabilities
Accounts Payable and Accrued Expenses$476,548$509,416▲ $32,868
Other Liabilities$62,129$60,514▼ $1,615
Total Liabilities$538,677$569,930▲ $31,253
Net Assets / Fund Balance
Unrestricted Net Assets$3,829,911$3,998,117▲ $168,206
Total Net Assets Fund Balance$3,829,911$3,998,117▲ $168,206
Total Liabilities and Net Assets / Fund Balance$4,368,588$4,568,047▲ $199,459

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$142,446$446,739$589,185
Other Assets Org$309,299--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheryl FloresAssistant Secretary--$145,534$145,534
Griffin MooreChief Financial Officer/Assistant Treasurer--$140,194$140,194
Anna CorbettDirector of Propery Management-$103,891$21,999$125,890
Annette SchlosserSecretary--$123,724$123,724
Monica DeMallevilleFiscal Project Mgr/Assistant Treasurer--$100,960$100,960
James ShammasAssistant SecretaryFT-$77,020$77,020

Board Members and Trustees

NameTitle
David GustafsonChair
John FowlerPresident
Charles FruitVice Chair
Dieter EckertVice Chair
Jose FloresDirector
Karol SchulkinDirector
Nick TompkinsDirector
Paula JohnsonDirector
Scott FinaDirector
Shelly HigginbothamDirector
Tensie HernandezDirector
Vito GioielloDirector
Todd BroussardAssistant Secretary
Joe ThompsonChief Operating Officer/ Assistant Secretary
Kenneth TrigueiroEVP/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,525,665
Investment Income
$58,664
Other Revenue
$0
Change in Net Assets
$168,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,584,329
Total Revenue per Audited Statements
$2,584,329
Total Revenue per Form 990
$2,584,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,332,467
Other Expenses$963,656
Grants and Similar Amounts Paid$120,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$590,074$258,097-$848,171
Occupancy$456,673$199,748-$656,421
Other Employee Benefits$133,030$58,187-$191,217
Current Officers, Directors, Trustees, and Key Employees$88,460$38,692-$127,152
Grants to Domestic Orgs$120,000--$120,000
Pension Plan Contributions$58,366$25,529-$83,895
Depreciation Depletion$58,210$25,461-$83,671
Payroll Taxes$57,070$24,962-$82,032
Other Expenses$31,469$13,765-$45,234
Travel$30,312$13,258-$43,570
All Other Expenses$22,700$9,929-$32,629
Insurance$20,895$9,140-$30,035
Information Technology$10,445$4,569-$15,014
Conferences and Meetings$8,039$3,516-$11,555
Fees for Services Accounting$7,896$3,454-$11,350
Office Expenses$4,594$2,009-$6,603
Advertising$432$189-$621
Total Functional Expenses$1,717,416$698,707$0$2,416,123

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,416,123
Total Expenses per Audited Statements$2,416,123
Total Expenses per Form 990$2,416,123
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peoples' Self Help Housing CorpSan Luis Obispo, CA501c3-$120,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$60,514
Advance From Peoples Self-help Housing Corporation-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Two members are appointed by Peoples Self Help Housing Corporation a 501C3 organization.”

Form 990, Part VI, Section B, Line 11B

“The Organizations President and Treasurer review the Form 990 and a copy is provided to each board member for their review before filing.”

Form 990, Part VI, Section B, Line 12C

“An annual conflict of interest letter is completed by each officer, director. trusstee and Key employee and provided to the corporate auditors. The Board of Directors reviews conflict of interest, if any.”

Form 990, Part VI, Section B, Line 15

“Compensation for the President and Officers of the organization and related organization is reviewed and approved based on a competitive assessment prepared by a global resource consultant company along with online salary surveys available to non-profit organizations. In addition, the Presidents salary is reviewed with a hiring consultant for non-profit Executives who advises the Board of Directors based on their experience in the industry. Compensation is set within the range confirmed by these reports.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Duncan Group
EIN
77-0429830
Phone
8057813088
Address
3533 EMPLEO STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Griffin Moore
Title
CFO
Phone
8057813088
Signed
2020-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Fowler
Formed
1996
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
111

Preparer

Firm
Izabal Bernaciak & Company
Address
388 Market Street Suite 888, San Francisco, CA 94111
Preparer
Robert Izabal
Phone
4158965551
Supplemental Narrative

Financial Statement Notes

X 2

“The Duncan Group is exempt from federal income taxes under Section 501c3 of the Internal Revenue Code and the corresponding section of the California Revenue and Taxation Code. The Internal Revenue Service has also determined that The Duncan Group is not a private foundation under IRS Code Section 509a. Management believes The Duncan Group has no uncertain tax positions as of June 30, 2019.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Fiscal Project Mgr/Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15EVP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief Financial Officer/Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chief Operating Officer/ Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Assistant Secretary
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt058366
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,568,047
Liabilities
$569,930
Net assets
$3,998,117
Revenue
$2,584,329
Expenses
$2,416,123
Net income
$168,206
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