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Nonprofiteer
← DUNCAN GROUP

Form 990 for tax year 2023

Filed by DUNCAN GROUP.

Totals

Total revenue
$3,384,805
Total expenses
$3,653,851
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,307,738
Investment income
$77,067
Other revenue
$0
Total assets, end of year
$5,071,830
Total liabilities, end of year
$406,295
Net assets or fund balances, end of year
$4,665,535
Program services expenses (Part IX)
$2,947,223
Management and general expenses
$706,628
Fundraising expenses
$0
Program service expenses (Part III)
$2,947,223

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KENNETH TRIGUEIRO

    PRESIDENT

    Total calculated
    $262,602
    From this org
    $0
    From related orgs
    $224,503
    Other
    $38,099

    Schedule J breakdown matched by us

    Base
    not reported + $224,503 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $16,303 related
    Nontaxable benefits
    not reported + $21,796 related
    Filer's total
    not reported + $262,602 related

  • ANNA MILLER

    COO/ASST TRE

    Total calculated
    $202,698
    From this org
    $0
    From related orgs
    $175,068
    Other
    $27,630

    Schedule J breakdown matched by us

    Base
    not reported + $175,068 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $12,513 related
    Nontaxable benefits
    not reported + $15,117 related
    Filer's total
    not reported + $202,698 related

  • GRIFFIN MOORE

    CFO/TREASURE

    Total calculated
    $202,176
    From this org
    $0
    From related orgs
    $178,655
    Other
    $23,521

    Schedule J breakdown matched by us

    Base
    not reported + $178,655 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $12,513 related
    Nontaxable benefits
    not reported + $11,008 related
    Filer's total
    not reported + $202,176 related

  • VERONICA GARCIA

    ASSISTANT SE

    Total calculated
    $194,370
    From this org
    $0
    From related orgs
    $180,201
    Other
    $14,169

    Schedule J breakdown matched by us

    Base
    not reported + $180,201 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $12,597 related
    Nontaxable benefits
    not reported + $1,572 related
    Filer's total
    not reported + $194,370 related

  • TODD BROUSSARD

    ASSISTANT SE

    Total calculated
    $185,965
    From this org
    $0
    From related orgs
    $158,430
    Other
    $27,535

    Schedule J breakdown matched by us

    Base
    not reported + $158,430 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,390 related
    Nontaxable benefits
    not reported + $16,145 related
    Filer's total
    not reported + $185,965 related

  • NICOLE RAMOS

    CHIEF HR & A

    Total calculated
    $179,574
    From this org
    $0
    From related orgs
    $157,530
    Other
    $22,044

    Schedule J breakdown matched by us

    Base
    not reported + $157,530 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,045 related
    Nontaxable benefits
    not reported + $10,999 related
    Filer's total
    not reported + $179,574 related

  • CHRISTI WARE

    ASSISTANT TR

    Total calculated
    $164,256
    From this org
    $0
    From related orgs
    $141,535
    Other
    $22,721

    Schedule J breakdown matched by us

    Base
    not reported + $141,535 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,102 related
    Nontaxable benefits
    not reported + $12,619 related
    Filer's total
    not reported + $164,256 related

  • SHERYL FLORES

    ASSISTANT SE

    Total calculated
    $162,222
    From this org
    $0
    From related orgs
    $141,695
    Other
    $20,527

    Schedule J breakdown matched by us

    Base
    not reported + $141,695 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,705 related
    Nontaxable benefits
    not reported + $10,822 related
    Filer's total
    not reported + $162,222 related

  • JANE RENAHAN

    DIR OF PROPE

    Total calculated
    $161,016
    From this org
    $135,777
    From related orgs
    $0
    Other
    $25,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,777
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,243
    Nontaxable benefits
    $14,996
    Filer's total
    $161,016

  • LIZ SMITH

    DIR OF COMPL

    Total calculated
    $122,455
    From this org
    $113,468
    From related orgs
    $0
    Other
    $8,987
    Hours/week
    40

  • JAMES SHAMMAS

    ASSISTANT SE

    Total calculated
    $100,992
    From this org
    $0
    From related orgs
    $84,440
    Other
    $16,552

  • GABRIELLE MILLER

    SECRETARY

    Total calculated
    $87,889
    From this org
    $0
    From related orgs
    $72,250
    Other
    $15,639

  • KEVIN CLERICI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAZEL DAVALOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIETER ECKERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSE FLORES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VITO GIOLELLO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SHELLY HIGGINBOTHAM

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PAULA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SONIA KROTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULISSA PENA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAROL SCHULKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICK TOMPKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YOLANDA VASQUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART III
PART I LINE 1A PSHHC AND THE DUNCAN GROUP OFFERS A WELLNESS PROGRAM FOR ALL EMPLOYEES. EMPLOYEES MUST FILL OUT A WELLNESS REIMBURSEMENT FORM THAT EXPLAINS THE MAXIMUM BENEFIT OF 200 FOR ONE YEAR TO BE PAYABLE THROUGH TAXABLE WAGES FOR ELIGIBLE EXPENSES INCLUDING: ANNUAL OR MONTHLY GYM MEMBERSHIP FEES, WEIGHT LOSS PROGRAM FEES, SMOKING CESSATION PROGRAM FEES, NUTRITIONAL COUNSELING NOT COVERED BY INSURANCE, ANNUAL PHYSICAL EXAM FEES NOT COVERED BY INSURANCE AND HOME OFFICE SUPPLIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521339349305697

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