Civic Intelligence

The Duncan Group

990 • Fiscal year 2021 • EIN 77-0429830

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 19, 2022

Organization Profile

View Organization Page

1060 Kendall RoadSan 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

67th percentile

0.28x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.60x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

29th percentile

2.4%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$243,999

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

29th percentile

1.6%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

0.2%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$6,027,936

Up $97,446 (+1.6%) from 2020

Net Assets

Up

$4,339,841

Up $67,093 (+1.6%) from 2020

Liabilities

Up

$1,688,095

Up $30,353 (+1.8%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin29th percentile

Revenue

Up

$2,810,734

Up $5,752 (+0.2%) from 2020

Expenses

Up

$2,743,641

Up $213,290 (+8.4%) from 2020

Net Income

Down

$67,093

Down $207,538 (-76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$6,027,936
Liabilities$1,688,095
Net Assets$4,339,841
Open 2021 Filing

Operations Trend

Revenue Growth31st 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

2021

Revenue$2,810,734
Expenses$2,743,641
Net Income$67,093
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 19, 2022
Return Version
2020v4.0
Gross Receipts
$2,812,234
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$3,004,492-
Other Notes and Loans Receivable, Net$1,018,356$1,044,579▲ $26,223
Savings and Temporary Cash Investments$3,769,877$877,093▼ $2,892,784
Accounts Receivable$708,457$653,186▼ $55,271
Land, Buildings, and Equipment, Net$115,750$106,420▼ $9,330
Prepaid Expenses and Deferred Charges$5,318$28,132▲ $22,814
Total Assets$5,930,490$6,027,936▲ $97,446
Other Assets Total$312,732$314,034▲ $1,302
Liabilities
Unsecured Notes Loans Payable$1,001,683$1,011,683▲ $10,000
Accounts Payable and Accrued Expenses$599,537$599,239▼ $298
Other Liabilities$56,522$77,173▲ $20,651
Total Liabilities$1,657,742$1,688,095▲ $30,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,272,748$4,339,841▲ $67,093
Total Net Assets Fund Balance$4,272,748$4,339,841▲ $67,093
Total Liabilities and Net Assets / Fund Balance$5,930,490$6,027,936▲ $97,446

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$106,420$555,628$662,048
Other Assets Org$314,034--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FowlerFormer Presi--$243,999$243,999
Todd BroussardAssistant Se--$163,979$163,979
Griffin MooreCFO/treasure--$161,680$161,680
Sheryl FloresAssistant Se--$143,514$143,514
Anna MillerCOO/asst TrePT$108,562$32,227$140,789
Annette SchlosserSecretary--$128,776$128,776
Cindy MagliariAssistant Tr--$115,679$115,679
Joe ThompsonFormer COO--$106,466$106,466
James ShammasAssistant Se--$91,028$91,028
Monica DemallevilleFrmr Proj Mg--$63,760$63,760
Christi WareAssistant TrFT$53,412$9,909$63,321

Board Members and Trustees

NameTitle
Shelly HigginbothamChair
John FowlerFormer President
Kenneth TrigueiroPresident
Vito GiolelloVice Chair
Dieter EckertDirector
Hazel DavalosDirector
Jose FloresDirector
Julissa PenaDirector
Karol SchulkinDirector
Kevin ClericiDirector
Nick TompkinsDirector
Paula JohnsonDirector
Robert PearsonDirector
Sonia KrothDirector
Yesenia BeasDirector
Todd BroussardAssistant Secretary
Griffin MooreCFO/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,769,547
Investment Income
$41,187
Other Revenue
$0
Change in Net Assets
$67,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,812,234
Revenue Not Reported on Financial Statements
$-1,500
Other Revenue Adjustments
$-1,500
Total Revenue per Audited Statements
$2,812,234
Total Revenue per Form 990
$2,810,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,549,557
Other Expenses$994,084
Grants and Similar Amounts Paid$200,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$704,728$288,774-$993,502
Occupancy$494,908$202,797-$697,705
Other Employee Benefits$158,895$65,110-$224,005
Grants to Domestic Orgs$200,000--$200,000
Current Officers, Directors, Trustees, and Key Employees$125,719$51,516-$177,235
Payroll Taxes$63,024$25,825-$88,849
Pension Plan Contributions$46,792$19,174-$65,966
All Other Expenses$36,952$15,142-$52,094
Depreciation Depletion$35,140$14,399-$49,539
Insurance$12,459$5,105-$17,564
Fees for Services Accounting$7,803$3,197-$11,000
Interest$7,093$2,907-$10,000
Travel$6,631$2,717-$9,348
Office Expenses$6,546$2,682-$9,228
Conferences and Meetings$4,195$1,719-$5,914
Information Technology$2,920$1,196-$4,116
Advertising$1,465$601-$2,066
Other Expenses$1,298$532-$1,830
Fees for Services Legal$89$36-$125
Total Functional Expenses$2,004,299$739,342$0$2,743,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,745,141
Expenses per Audited Statements$2,743,641
Total Expenses per Form 990$2,743,641
Expenses Not Reported on Form 990$1,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PEOPLE'S SELF-HELP HOUSING CORPSan Luis Obispo, CA501c3Contribution$200,000
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
ADV FROM PEOPLE'S SELF-HELP HOUSING$77,173
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 35% controlled entity
No
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, Page 6, Part VI, Line 7A

“Two members are appointed by people's self-help housing corporation a 501 (c)(3) organization.”

Form 990, Page 6, Part VI, Line 11B

“The organization's president and treasurer review the form 990 and a copy is provided to each board member for their review before filing.”

Form 990, Page 6, Part VI, Line 12C

“An annual conflict of interest letter is completed by each officer, director, trustee and key employee and provided to the corporate auditors. The board of directors reviews conflict of interest, if any.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the president and officers of the 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 president's 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 with the range confirmed by these reports.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for the president and officers of the 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 president's 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 with the range confirmed by these reports.”

Form 990, Page 6, Part VI, 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
1060 KENDALL ROAD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Kenneth Trigueiro
Title
President
Phone
8057813088
Signed
2022-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Trigueiro
Formed
1996
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
116
Volunteers
25

Preparer

Firm
Grant Bennett Associates
Address
10850 GOLD CENTER DR STE 260, RANCHO CORDOVA, CA 95670-5143
Preparer
Michael R Marucheau
Phone
9169225109
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Loss on asset disposal 1,500 loss on asset disposal -1,500”

Financial Statement Notes

Schedule D, Page 3, Part X

“The duncan group is exempt from federal income taxes under section 501c(3) of the internal revenue service 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 509(a). Management believes the duncan group has no uncertain tax positions as of june 30, 2021.”

Schedule D, Page 4, Part XI, Line 4B

“Loss on asset disposal -1,500”

Schedule D, Page 4, Part XII, Line 2D

“Loss on asset disposal 1,500”

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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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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,027,936
Liabilities
$1,688,095
Net assets
$4,339,841
Revenue
$2,810,734
Expenses
$2,743,641
Net income
$67,093
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