Duncan Group
- Assets
- $6.0m
- Revenue
- $2.8m
- Investments
- $0.0
- Employees
- 116
- Location
- San Luis Obispo, CA
- Founding
- 07/1996
- Data as of
- 06/2021
- 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 06/2021, Duncan Group employed 116 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 06/2021, Duncan Group generated $2.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $2.7m during the year ending 06/2021. While expenses have increased by 7.4% per year over the past 6 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
2021
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 |
|---|---|---|---|
Anna Miller Coo/asst Tre | Officer | 30 | $108,562 |
Christi Ware Assistant Tr | Officer | 40 | $53,412 |
Shelly Higginbotham Chair | OfficerTrustee | 1 | $0 |
James Shammas Assistant Se | Officer | 0 | $0 |
Monica Demalleville Frmr Proj Mg | Officer | 0 | $0 |
Griffin Moore Cfo/treasure | Officer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| 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 | $0 |
| Total Program Service Revenue | $2,769,547 |
| Investment income | $42,687 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$1,500 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,810,734 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $200,000 |
| 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. | $177,235 |
| Compensation of current officers, directors, key employees. | $51,516 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $993,502 |
| Pension plan accruals and contributions | $65,966 |
| Other employee benefits | $224,005 |
| Payroll taxes | $88,849 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $125 |
| Fees for services: Accounting | $11,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,066 |
| Office expenses | $9,228 |
| Information technology | $4,116 |
| Royalties | $0 |
| Occupancy | $697,705 |
| Travel | $9,348 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,914 |
| Interest | $10,000 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $49,539 |
| Insurance | $17,564 |
| All other expenses | $52,094 |
| Total functional expenses | $2,743,641 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,004,492 |
| Savings and temporary cash investments | $877,093 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $653,186 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,044,579 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $28,132 |
| Net Land, buildings, and equipment | $106,420 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $314,034 |
| Total assets | $6,027,936 |
| Accounts payable and accrued expenses | $599,239 |
| 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 | $1,011,683 |
| Other liabilities | $77,173 |
| Total liabilities | $1,688,095 |
| Net assets without donor restrictions | $4,339,841 |
| 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 | $6,027,936 |
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Turk Street Inc San Francisco, CA | $36,581,577 | $10,576,295 |
A Community Of Friends Los Angeles, CA | $60,441,352 | $19,454,068 |
Oregon Coast Community Action Coos Bay, OR | $16,109,030 | $18,585,692 |
Abode Communities Los Angeles, CA | $48,420,643 | $18,096,266 |
Habitat For Humanity Portland Metro East Portland, OR | $35,667,707 | $17,313,274 |
Vista Del Monte Affordable Housing Inc Keene, CA | $19,598,964 | $14,888,615 |
Rubicon Programs Inc Richmond, CA | $13,905,498 | $18,401,820 |
Sacramento Self-Help Housing Inc Sacramento, CA | $3,575,796 | $15,208,752 |
The Mortgage Capital Development Company Oakland, CA | $77,426,961 | $21,275,511 |
Century Housing Corporation Culver City, CA | $579,661,365 | $33,491,484 |
Oregon Affordable Housing Assistance Corporation Salem, OR | $27,410,918 | $14,226,353 |