Civic Intelligence

The Duncan Group

990 • Fiscal year 2022 • EIN 77-0429830

Jul 01, 2021 to Jun 30, 2022 • Filed on May 03, 2023

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

42nd percentile

0.08x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.12x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$284,200

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.3%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$5,468,265

Down $559,671 (-9.3%) from 2021

Net Assets

Up

$5,023,252

Up $683,411 (+16%) from 2021

Liabilities

Down

$445,013

Down $1,243,082 (-74%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin69th percentile

Revenue

Up

$3,579,050

Up $768,316 (+27%) from 2021

Expenses

Up

$2,895,639

Up $151,998 (+5.5%) from 2021

Net Income

Up

$683,411

Up $616,318 (+919%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$5,468,265
Liabilities$445,013
Net Assets$5,023,252
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$3,579,050
Expenses$2,895,639
Net Income$683,411
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 3, 2023
Return Version
2021v4.0
Gross Receipts
$3,579,050
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$2,022,030▼ $982,462
Savings and Temporary Cash Investments$877,093$1,238,685▲ $361,592
Accounts Receivable$653,186$1,096,956▲ $443,770
Other Notes and Loans Receivable, Net$1,044,579$997,016▼ $47,563
Land, Buildings, and Equipment, Net$106,420$82,785▼ $23,635
Prepaid Expenses and Deferred Charges$28,132$30,793▲ $2,661
Total Assets$6,027,936$5,468,265▼ $559,671
Other Assets Total$314,034--
Liabilities
Unsecured Notes Loans Payable$1,011,683--
Accounts Payable and Accrued Expenses$599,239$445,013▼ $154,226
Other Liabilities$77,173--
Total Liabilities$1,688,095$445,013▼ $1,243,082
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,339,841$5,023,252▲ $683,411
Total Net Assets Fund Balance$4,339,841$5,023,252▲ $683,411
Total Liabilities and Net Assets / Fund Balance$6,027,936$5,468,265▼ $559,671

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$82,785$604,247$687,032
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FowlerFormer Presi--$284,200$284,200
Griffin MooreCFO/treasure--$182,030$182,030
Anna MillerCOO/asst TreFT-$181,558$181,558
Todd BroussardAssistant SeFT-$175,686$175,686
Sheryl FloresAssistant Se--$151,763$151,763
Veronica GarciaAssistant Se--$151,381$151,381
Annette SchlosserFrmr Secreta--$133,730$133,730
Cindy MagliariAssistant Tr--$125,826$125,826
Christi WareAssistant Tr-$104,608$14,093$118,701
Jane RenahanDirector of Prope-$110,583$7,775$118,358
James ShammasAssistant Se--$97,010$97,010
Gabrielle MillerSecretary--$66,383$66,383

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
Sheryl FloresAssistant Secretary
Todd BroussardAssistant Secretary
Veronica GarciaAssistant Secretary
Griffin MooreCFO/treasurer
Anna MillerCOO/asst Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$628,732
Program Service Revenue
$2,749,019
Investment Income
$201,299
Other Revenue
$0
Change in Net Assets
$683,411

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,579,050
Total Revenue per Audited Statements
$3,579,050
Total Revenue per Form 990
$3,579,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,717,945
Other Expenses$1,127,694
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$804,463$331,390-$1,135,853
Occupancy$560,302$230,811-$791,113
Other Employee Benefits$156,850$64,613-$221,463
Current Officers, Directors, Trustees, and Key Employees$127,972$52,716-$180,688
All Other Expenses$80,007$32,958-$112,965
Payroll Taxes$73,421$30,245-$103,666
Pension Plan Contributions$54,021$22,254-$76,275
Office Expenses$36,919$15,209-$52,128
Grants to Domestic Orgs$50,000--$50,000
Depreciation Depletion$34,434$14,185-$48,619
Insurance$14,473$5,962-$20,435
Fees for Services Accounting$9,632$3,968-$13,600
Conferences and Meetings$7,086$2,919-$10,005
Information Technology$6,874$2,831-$9,705
Fees for Services Legal$6,164$2,539-$8,703
Travel$3,891$1,603-$5,494
Advertising$2,782$1,146-$3,928
Other Expenses$2,337$962-$3,299
Interest$903$372-$1,275
Total Functional Expenses$2,065,411$830,228$0$2,895,639

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,895,639
Total Expenses per Audited Statements$2,895,639
Total Expenses per Form 990$2,895,639
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PEOPLE'S SELF-HELP HOUSING CORPSan Luis Obispo, CA501c3Contribution$50,000
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
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
2023-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Trigueiro
Formed
1996
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
124
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

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, 2022.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT TR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,468,265
Liabilities
$445,013
Net assets
$5,023,252
Revenue
$3,579,050
Expenses
$2,895,639
Net income
$683,411
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