Civic Intelligence

The Duncan Group

990 • Fiscal year 2023 • EIN 77-0429830

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

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

37th percentile

0.06x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.10x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

31st percentile

-2.9%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$248,888

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

18th percentile

-4.3%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$5,233,610

Down $234,655 (-4.3%) from 2022

Net Assets

Down

$4,934,581

Down $88,671 (-1.8%) from 2022

Liabilities

Down

$299,029

Down $145,984 (-33%) from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin31st percentile

Revenue

Down

$3,026,207

Down $552,843 (-15%) from 2022

Expenses

Up

$3,114,878

Up $219,239 (+7.6%) from 2022

Net Income

Down

-$88,671

Down $772,082 (-113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2023

Assets$5,233,610
Liabilities$299,029
Net Assets$4,934,581
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$3,026,207
Expenses$3,114,878
Net Income-$88,671
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$3,026,207
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
Savings and Temporary Cash Investments$1,238,685$2,024,578▲ $785,893
Cash and Non-Interest-Bearing Accounts$2,022,030$1,416,928▼ $605,102
Other Notes and Loans Receivable, Net$997,016$1,022,157▲ $25,141
Accounts Receivable$1,096,956$495,842▼ $601,114
Land, Buildings, and Equipment, Net$82,785$217,153▲ $134,368
Prepaid Expenses and Deferred Charges$30,793$56,952▲ $26,159
Total Assets$5,468,265$5,233,610▼ $234,655
Liabilities
Accounts Payable and Accrued Expenses$445,013$299,029▼ $145,984
Total Liabilities$445,013$299,029▼ $145,984
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,023,252$4,934,581▼ $88,671
Total Net Assets Fund Balance$5,023,252$4,934,581▼ $88,671
Total Liabilities and Net Assets / Fund Balance$5,468,265$5,233,610▼ $234,655

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$217,153$654,318$871,471
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
Anna MillerCOO/asst Tre-$186,713$186,713
Griffin MooreCFO/treasure-$186,497$186,497
Veronica GarciaAssistant Se-$181,581$181,581
Todd BroussardAssistant Se-$176,320$176,320
Sheryl FloresAssistant Se-$157,782$157,782
Christi WareAssistant Tr-$139,459$139,459
Cindy MagliariAssistant Tr-$126,672$126,672
Liz SmithDirector of Compl$105,646$8,987$114,633
James ShammasAssistant Se-$97,562$97,562
Gabrielle MillerSecretary-$80,430$80,430

Board Members and Trustees

NameTitle
Shelly HigginbothamChair
Kenneth TrigueiroPresident
Vito GiolelloVice Chair
Dieter EckertDirector
Hazel DavalosDirector
Jose FloresDirector
Julissa PenaDirector
Karol SchulkinDirector
Kevin ClericiDirector
Nick TompkinsDirector
Paula JohnsonDirector
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
$0
Program Service Revenue
$2,983,159
Investment Income
$43,048
Other Revenue
$0
Change in Net Assets
$-88,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,026,207
Total Revenue per Audited Statements
$3,026,207
Total Revenue per Form 990
$3,026,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,864,601
Other Expenses$1,200,277
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$984,623$271,336-$1,255,959
Occupancy$476,034$131,182-$607,216
Other Employee Benefits$230,498$63,519-$294,017
All Other Expenses$136,252$37,547-$173,799
Fees for Services Legal$112,643$31,041-$143,684
Current Officers, Directors, Trustees, and Key Employees$98,390$27,114-$125,504
Payroll Taxes$86,908$23,949-$110,857
Pension Plan Contributions$61,355$16,909-$78,264
Depreciation Depletion$39,254$10,817-$50,071
Grants to Domestic Orgs$50,000--$50,000
Insurance$16,563$4,565-$21,128
Office Expenses$11,505$3,170-$14,675
Travel$11,217$3,091-$14,308
Fees for Services Accounting$10,348$2,852-$13,200
Information Technology$6,384$1,759-$8,143
Conferences and Meetings$6,063$1,671-$7,734
Other Expenses$2,167$597-$2,764
Advertising$1,252$345-$1,597
Total Functional Expenses$2,452,745$662,133$0$3,114,878

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,114,878
Total Expenses per Audited Statements$3,114,878
Total Expenses per Form 990$3,114,878
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
2024-05-06
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
123
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, 2023.”

Raw XML AppendixShowing 400 of 1,231 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0445013
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0299029
IRS990/AccountsReceivableGrp/BOYAmt01096956
IRS990/AccountsReceivableGrp/EOYAmt0495842
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0345
IRS990/AdvertisingGrp/ProgramServicesAmt01252
IRS990/AdvertisingGrp/TotalAmt01597
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt037547
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0136252
IRS990/AllOtherExpensesGrp/TotalAmt0173799
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0GRIFFIN MOORE
IRS990/BooksInCareOfDetail/PhoneNum08057813088
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01060 KENDALL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02022030
IRS990/CashNonInterestBearingGrp/EOYAmt01416928
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027114
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt098390
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0125504
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01671
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06063
IRS990/ConferencesMeetingsGrp/TotalAmt07734
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt043048
IRS990/CYOtherExpensesAmt01200277
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02983159
IRS990/CYRevenuesLessExpensesAmt0-88671
IRS990/CYSalariesCompEmpBnftPaidAmt01864601
IRS990/CYTotalExpensesAmt03114878
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03026207
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010817
IRS990/DepreciationDepletionGrp/ProgramServicesAmt039254
IRS990/DepreciationDepletionGrp/TotalAmt050071
IRS990/Desc0THE DUNCAN GROUP PROVIDES AFFORDABLE RENTAL HOUSING FOR LOW-INCOME PERSONS AND FAMILIES RESIDING IN CENTRAL AND SOUTHERN CALIFORNIA AND HEALTH, EDUCATION AND SUPPORTIVE PROGRAMS FOR LOW-INCOME FAMILIES. PROGRAM EXPENSES INCLUDE LABOR FOR 60-80% MINORITY BASED STAFF.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt0123
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02452745
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02852
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010348
IRS990/FeesForServicesAccountingGrp/TotalAmt013200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt031041
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0112643
IRS990/FeesForServicesLegalGrp/TotalAmt0143684
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt034897
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt125036
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt221404
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt312952
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt426121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt519213
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt620905
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt722726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88987
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt915246
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1014036
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH TRIGUEIRO
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNA MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2GRIFFIN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm3VERONICA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm4TODD BROUSSARD
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERYL FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTI WARE
IRS990/Form990PartVIISectionAGrp/PersonNm7CINDY MAGLIARI
IRS990/Form990PartVIISectionAGrp/PersonNm8LIZ SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES SHAMMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10GABRIELLE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11KEVIN CLERICI
IRS990/Form990PartVIISectionAGrp/PersonNm12HAZEL DAVALOS
IRS990/Form990PartVIISectionAGrp/PersonNm13DIETER ECKERT
IRS990/Form990PartVIISectionAGrp/PersonNm14JOSE FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm15VITO GIOLELLO
IRS990/Form990PartVIISectionAGrp/PersonNm16SHELLY HIGGINBOTHAM
IRS990/Form990PartVIISectionAGrp/PersonNm17PAULA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm18SONIA KROTH
IRS990/Form990PartVIISectionAGrp/PersonNm19JULISSA PENA
IRS990/Form990PartVIISectionAGrp/PersonNm20KAROL SCHULKIN
IRS990/Form990PartVIISectionAGrp/PersonNm21NICK TOMPKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8105646
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0213991
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1161677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2165093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3168629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4150199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5138569
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6118554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7103946
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt982316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1066394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO/ASST TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/TREASURE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR OF COMPL
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03026207
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01759
IRS990/InformationTechnologyGrp/ProgramServicesAmt06384
IRS990/InformationTechnologyGrp/TotalAmt08143
IRS990/InsuranceGrp/ManagementAndGeneralAmt04565
IRS990/InsuranceGrp/ProgramServicesAmt016563
IRS990/InsuranceGrp/TotalAmt021128
IRS990/InvestmentIncomeGrp/ExclusionAmt043048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043048
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0654318
IRS990/LandBldgEquipBasisNetGrp/BOYAmt082785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0217153
IRS990/LandBldgEquipCostOrOtherBssAmt0871471
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05023252
IRS990/NetAssetsOrFundBalancesEOYAmt04934581
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05023252
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04934581
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0131182
IRS990/OccupancyGrp/ProgramServicesAmt0476034
IRS990/OccupancyGrp/TotalAmt0607216
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03170
IRS990/OfficeExpensesGrp/ProgramServicesAmt011505
IRS990/OfficeExpensesGrp/TotalAmt014675
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063519
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0230498
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0294017
IRS990/OtherExpensesGrp/Desc0RENT UP EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TAXES AND LICENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15059
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2597
IRS990/OtherExpensesGrp/ProgramServicesAmt092932
IRS990/OtherExpensesGrp/ProgramServicesAmt118357
IRS990/OtherExpensesGrp/ProgramServicesAmt22167
IRS990/OtherExpensesGrp/TotalAmt0118542
IRS990/OtherExpensesGrp/TotalAmt123416
IRS990/OtherExpensesGrp/TotalAmt22764
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0271336
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0984623
IRS990/OtherSalariesAndWagesGrp/TotalAmt01255959
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0997016
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01022157
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023949
IRS990/PayrollTaxesGrp/ProgramServicesAmt086908
IRS990/PayrollTaxesGrp/TotalAmt0110857
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016909
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061355
IRS990/PensionPlanContributionsGrp/TotalAmt078264
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030793
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056952
IRS990/PrincipalOfficerNm0KENNETH TRIGUEIRO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/BusinessCd1531310
IRS990/ProgramServiceRevenueGrp/BusinessCd2531310
IRS990/ProgramServiceRevenueGrp/BusinessCd3531310
IRS990/ProgramServiceRevenueGrp/BusinessCd4531310
IRS990/ProgramServiceRevenueGrp/Desc0PROPERTY MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY
IRS990/ProgramServiceRevenueGrp/Desc2BOOKKEEPING FEES
IRS990/ProgramServiceRevenueGrp/Desc3SITE INSPECTION
IRS990/ProgramServiceRevenueGrp/Desc4RENT UP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02059821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1278074
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2269683
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3212299
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4163251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02059821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1278074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2269683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3212299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4163251
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0628732
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt0201299
IRS990/PYOtherExpensesAmt01127694
IRS990/PYProgramServiceRevenueAmt02749019
IRS990/PYRevenuesLessExpensesAmt0683411
IRS990/PYSalariesCompEmpBnftPaidAmt01717945
IRS990/PYTotalExpensesAmt02895639
IRS990/PYTotalRevenueAmt03579050
IRS990/ReconcilationRevenueExpnssAmt0-88671
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02983159
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01238685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02024578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02983159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02749019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02769548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02626185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02525665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013653576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0201299
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0178797
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058664
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0524495
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0201299
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0178797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058664
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0524495
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,233,610
Liabilities
$299,029
Net assets
$4,934,581
Revenue
$3,026,207
Expenses
$3,114,878
Net income
-$88,671
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