Duncan Group
- Assets
- $5.5m
- Revenue
- $3.6m
- Investments
- $0.0
- Employees
- 124
- Location
- San Luis Obispo, CA
- Founding
- 07/1996
- Data as of
- 06/2022
- EIN
- 77-0429830
Organization Overview
Duncan Group is located in San Luis Obispo, CA. The organization was established in 1996. According to its NTEE Classification (L20) the organization is classified as: Housing Development, Construction & Management, under the broad grouping of Housing & Shelter and related organizations. As of 06/2022, Duncan Group employed 124 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Duncan Group is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Duncan Group generated $3.6m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 8.5% each year. All expenses for the organization totaled $2.9m during the year ending 06/2022. While expenses have increased by 4.6% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Fowler Former Presi | Officer | $0 | |
Kenneth Trigueiro President | Officer | $0 | |
Griffin Moore Cfo/treasure | Officer | $0 | |
Anna Miller Coo/asst Tre | Officer | 0 | $0 |
Todd Broussard Assistant Se | Officer | $0 | |
Sheryl Flores Assistant Se | Officer | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $628,732 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $628,732 |
| Total Program Service Revenue | $2,749,019 |
| Investment income | $201,299 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,579,050 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $50,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $180,688 |
| Compensation of current officers, directors, key employees. | $52,716 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,135,853 |
| Pension plan accruals and contributions | $76,275 |
| Other employee benefits | $221,463 |
| Payroll taxes | $103,666 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $8,703 |
| Fees for services: Accounting | $13,600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $3,928 |
| Office expenses | $52,128 |
| Information technology | $9,705 |
| Royalties | $0 |
| Occupancy | $791,113 |
| Travel | $5,494 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,005 |
| Interest | $1,275 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $48,619 |
| Insurance | $20,435 |
| All other expenses | $112,965 |
| Total functional expenses | $2,895,639 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,022,030 |
| Savings and temporary cash investments | $1,238,685 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,096,956 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $997,016 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $30,793 |
| Net Land, buildings, and equipment | $82,785 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,468,265 |
| Accounts payable and accrued expenses | $445,013 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $445,013 |
| Net assets without donor restrictions | $5,023,252 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,468,265 |