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Nonprofiteer
← DUNCAN GROUP

Form 990 for tax year 2022

Filed by DUNCAN GROUP.

Totals

Total revenue
$3,026,207
Total expenses
$3,114,878
Contributions and grants received
$0
Grants paid
$50,000
Program service revenue
$2,983,159
Investment income
$43,048
Other revenue
$0
Total assets, end of year
$5,233,610
Total liabilities, end of year
$299,029
Net assets or fund balances, end of year
$4,934,581
Program services expenses (Part IX)
$2,452,745
Management and general expenses
$662,133
Fundraising expenses
$0
Program service expenses (Part III)
$2,452,745

Program services were 78.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PROPERTY MANAGEMENT

    total $2,059,821 · related or exempt $2,059,821

  • 2b · Program service revenue: LAUNDRY

    total $278,074 · related or exempt $278,074

  • 2c · Program service revenue: BOOKKEEPING FEES

    total $269,683 · related or exempt $269,683

  • 2d · Program service revenue: SITE INSPECTION

    total $212,299 · related or exempt $212,299

  • 2e · Program service revenue: RENT UP

    total $163,251 · related or exempt $163,251

  • 2f · All other program service revenue

    total $31 · related or exempt $31

  • 3 · Investment income

    total $43,048 · excluded $43,048

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 5 · Compensation of officers, directors and key employees

    total $125,504 · program services $98,390 · management and general $27,114

  • 7 · Other salaries and wages

    total $1,255,959 · program services $984,623 · management and general $271,336

  • 8 · Pension plan contributions

    total $78,264 · program services $61,355 · management and general $16,909

  • 9 · Other employee benefits

    total $294,017 · program services $230,498 · management and general $63,519

  • 10 · Payroll taxes

    total $110,857 · program services $86,908 · management and general $23,949

  • 11b · Fees: legal

    total $143,684 · program services $112,643 · management and general $31,041

  • 11c · Fees: accounting

    total $13,200 · program services $10,348 · management and general $2,852

  • 12 · Advertising and promotion

    total $1,597 · program services $1,252 · management and general $345

  • 13 · Office expenses

    total $14,675 · program services $11,505 · management and general $3,170

  • 14 · Information technology

    total $8,143 · program services $6,384 · management and general $1,759

  • 16 · Occupancy

    total $607,216 · program services $476,034 · management and general $131,182

  • 17 · Travel

    total $14,308 · program services $11,217 · management and general $3,091

  • 19 · Conferences, conventions and meetings

    total $7,734 · program services $6,063 · management and general $1,671

  • 22 · Depreciation, depletion and amortization

    total $50,071 · program services $39,254 · management and general $10,817

  • 23 · Insurance

    total $21,128 · program services $16,563 · management and general $4,565

  • 24a · Other expenses: RENT UP EXPENSES

    total $118,542 · program services $92,932 · management and general $25,610

  • 24b · Other expenses: REPAIRS/MAINTENANCE

    total $23,416 · program services $18,357 · management and general $5,059

  • 24c · Other expenses: TAXES AND LICENSE

    total $2,764 · program services $2,167 · management and general $597

  • 24e · All other expenses

    total $173,799 · program services $136,252 · management and general $37,547

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,022,030 · end of year $1,416,928

  • 2 · Savings and temporary cash investments

    beginning of year $1,238,685 · end of year $2,024,578

  • 4 · Accounts receivable

    beginning of year $1,096,956 · end of year $495,842

  • 7 · Other notes and loans receivable

    beginning of year $997,016 · end of year $1,022,157

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,793 · end of year $56,952

  • 10a · Land, buildings and equipment: cost or other basis

    $871,471

  • 10b · Land, buildings and equipment: accumulated depreciation

    $654,318

  • 10c · Land, buildings and equipment, net

    beginning of year $82,785 · end of year $217,153

  • 17 · Accounts payable and accrued expenses

    beginning of year $445,013 · end of year $299,029

  • 27 · Net assets without donor restrictions

    beginning of year $5,023,252 · end of year $4,934,581

Mission and programs · 2022

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.

  • 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.

    Expenses $2,452,745 · Grants $50,000 · Revenue $2,983,159

As filed on the 2022 return.

Listed in Part VII

  • Kenneth Trigueiro

    PRESIDENT

    Total calculated
    $248,888
    From this org
    $0
    From related orgs
    $213,991
    Other
    $34,897

    Schedule J breakdown matched by us

    Base
    not reported + $213,991 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $15,558 related
    Nontaxable benefits
    not reported + $19,339 related
    Filer's total
    not reported + $248,888 related

  • Anna Miller

    COO/ASST TRE

    Total calculated
    $186,713
    From this org
    $0
    From related orgs
    $161,677
    Other
    $25,036

    Schedule J breakdown matched by us

    Base
    not reported + $161,677 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,557 related
    Nontaxable benefits
    not reported + $13,479 related
    Filer's total
    not reported + $186,713 related

  • Griffin Moore

    CFO/TREASURE

    Total calculated
    $186,497
    From this org
    $0
    From related orgs
    $165,093
    Other
    $21,404

    Schedule J breakdown matched by us

    Base
    not reported + $165,093 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,531 related
    Nontaxable benefits
    not reported + $9,873 related
    Filer's total
    not reported + $186,497 related

  • Veronica Garcia

    ASSISTANT SE

    Total calculated
    $181,581
    From this org
    $0
    From related orgs
    $168,629
    Other
    $12,952

    Schedule J breakdown matched by us

    Base
    not reported + $168,629 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,935 related
    Nontaxable benefits
    not reported + $1,017 related
    Filer's total
    not reported + $181,581 related

  • Todd Broussard

    ASSISTANT SE

    Total calculated
    $176,320
    From this org
    $0
    From related orgs
    $150,199
    Other
    $26,121

    Schedule J breakdown matched by us

    Base
    not reported + $150,199 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,839 related
    Nontaxable benefits
    not reported + $15,282 related
    Filer's total
    not reported + $176,320 related

  • Sheryl Flores

    ASSISTANT SE

    Total calculated
    $157,782
    From this org
    $0
    From related orgs
    $138,569
    Other
    $19,213

    Schedule J breakdown matched by us

    Base
    not reported + $138,569 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,486 related
    Nontaxable benefits
    not reported + $9,727 related
    Filer's total
    not reported + $157,782 related

  • Christi Ware

    ASSISTANT TR

    Total calculated
    $139,459
    From this org
    $0
    From related orgs
    $118,554
    Other
    $20,905

  • Cindy Magliari

    ASSISTANT TR

    Total calculated
    $126,672
    From this org
    $0
    From related orgs
    $103,946
    Other
    $22,726

  • Liz Smith

    DIR OF COMPL

    Total calculated
    $114,633
    From this org
    $105,646
    From related orgs
    $0
    Other
    $8,987
    Hours/week
    40

  • James Shammas

    ASSISTANT SE

    Total calculated
    $97,562
    From this org
    $0
    From related orgs
    $82,316
    Other
    $15,246

  • Gabrielle Miller

    SECRETARY

    Total calculated
    $80,430
    From this org
    $0
    From related orgs
    $66,394
    Other
    $14,036

  • 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

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

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.

  • BELRIDGE STREET ASSOCIATES

    AFFORD HSG · CA

  • CANYON CREEK LP

    AFFORD HSG · CA

  • CASAS DE LAS FLORES LP

    AFFORD HSG · CA

  • CASAS LAS GRANADAS LP

    AFFORD HSG · CA

  • COLLEGE PARK HOUSING ASSOCIATES LP

    AFFORD HSG · CA

  • COURTLAND STREET APARTMENTS LP

    AFFORD HSG · CA

  • CRESTON GARDENS LP

    AFFORD HSG · CA

  • DAHLIA COURT II LP

    AFFORD HSG · CA

  • EL PATIO LP

    AFFORD HSG · CA

  • GUADALUPE COURT APARTMENTS LP

    AFFORD HSG · CA

  • ISLA VISTA APARTMENTS LP

    AFFORD HSG · CA

  • JARDIN DE LAS ROSAS LP

    AFFORD HSG · CA

  • JUNIPER STREET ASSOCIATES

    AFFORD HSG · CA

  • LACHEN TARA LIMITED PARTNERSHIP

    AFFORD HSG · CA

  • LOS ADOBES DE MARIA I LP

    AFFORD HSG · CA

  • LOS ADOBES DE MARIA II LP

    AFFORD HSG · CA

  • LOS ADOBES DE MARIA III LP

    AFFORD HSG · CA

  • LOS ROBLES TERRACE LP

    AFFORD HSG · CA

  • MARIPOSA REALE LP

    AFFORD HSG · CA

  • OAK FOREST ASSOCIATES LP

    AFFORD HSG · CA

  • OCEAN VIEW MANOR LP

    AFFORD HSG · CA

  • OCEANO APARTMENTS ASSOCIATION LP (L

    AFFORD HSG · CA

  • OCEANSIDE GARDENS LP

    AFFORD HSG · CA

  • PISMO CREEK LP

    AFFORD HSG · CA

  • RIO VISTA ASSOCIATES LP

    AFFORD HSG · CA

  • ROLLING HILLS HOUSING ASSOCIATES LP

    AFFORD HSG · CA

  • ROLLING HILLS II LP

    AFFORD HSG · CA

  • SCHOOLHOUSE LANE APARTMENTS LP

    AFFORD HSG · CA

  • SEQUOIA AFFORDABLE HOUSING LP

    AFFORD HSG · CA

  • SIERRA MADRE COTTAGES LP

    AFFORD HSG · CA

  • STORKE RANCH APARTMENTS LP

    AFFORD HSG · CA

  • TEMPLETON PLACE LP

    AFFORD HSG · CA

  • VALENTINE COURT LP

    AFFORD HSG · CA

  • VILLA LA ESPERANZA LP

    AFFORD HSG · CA

  • VILLAGE AT LOS CARNEROS LP

    AFFORD HSG · CA

  • VILLAS AT HIGUERA LP

    AFFORD HSG · CA

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431309349305213

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