Nonprofit · EIN 77-0429830
DUNCAN GROUP
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,229,137 | $4,340,838 | -$111,701 | $4,895,664 | $341,830 | $4,553,834 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,101,431
- Investment income
- $127,706
- Net gain from sales of assets
- $37,000
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,976,610
- Salaries, compensation and benefits (total)
- $2,722,947
- Professional fundraising fees
- $0
- Legal fees
- $1,597
- Accounting fees
- $14,700
- Occupancy
- $659,715
- Travel
- $11,036
- Depreciation
- $127,572
- Program services (functional)
- $3,582,068
- Management and general (functional)
- $758,770
Balance sheet and other
- Total assets, start of year
- $5,071,830
- Total assets, end of year
- $4,895,664
- Total liabilities, end of year
- $341,830
- Net assets, end of year
- $4,553,834
- Land, buildings and equipment
- $509,381
- Net assets without donor restrictions
- $4,553,834
- Gross receipts
- $4,229,137
- Employees
- 160
- Volunteers
- 25
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TRIGUEIRO | PRESIDENT Officer | – | $0 | $232,564 | $40,552 |
| ANNA MILLER | COO/ASST TRE Officer | – | $0 | $181,079 | $29,328 |
| GRIFFIN MOORE | CFO/TREASURE Officer | – | $0 | $185,583 | $24,820 |
| NICOLE RAMOS | CHIEF HR & A Officer | – | $0 | $174,524 | $31,625 |
| VERONICA GARCIA | ASSISTANT SE Officer | – | $0 | $187,593 | $14,702 |
| TODD BROUSSARD | ASSISTANT SE Officer | – | $0 | $169,383 | $23,712 |
| CHRISTI WARE | ASSISTANT TR Officer | – | $0 | $159,111 | $22,894 |
| SHERYL FLORES | ASSISTANT SE Former | – | $0 | $152,155 | $21,036 |
| ASHLEY VALENZUELA | ASSOC DIR PR Highest-paid employee | 40 | $109,708 | $0 | $24,423 |
| LIZ SMITH | DIR OF COMPL Highest-paid employee | 40 | $117,589 | $0 | $9,785 |
| OMEAD POURE | SR PORTFOLIO Highest-paid employee | 40 | $102,857 | $0 | $18,845 |
| JAMES SHAMMAS | ASSISTANT SE Officer | – | $0 | $86,916 | $17,648 |
| KEVIN CLERICI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HAZEL DAVALOS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIETER ECKERT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSE FLORES | DIRECTOR Trustee or director | 1 | $0 |
| VITO GIOLELLO | VICE CHAIR Trustee or director | 1 | $0 |
| SHELLY HIGGINBOTHAM | CHAIR Trustee or director, Officer | 1 | $0 |
| PAULA JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| SONIA KROTH | DIRECTOR Trustee or director | 1 | $0 |
| JULISSA PENA | DIRECTOR Trustee or director | 1 | $0 |
| KAROL SCHULKIN | DIRECTOR Trustee or director | 1 | $0 |
| NICK TOMPKINS | DIRECTOR Trustee or director | 1 | $0 |
| YOLANDA VASQUEZ | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1060 KENDALL RD, SN LUIS OBISP, CA 93401-8061
- In care of
- % JEANETTE DUNCAN PRESIDENT
- Principal officer (990 for 2024)
- KENNETH TRIGUEIRO, 1060 KENDALL ROAD, SAN LUIS OBISPO, CA 93401
- Signed the 990
- KENNETH TRIGUEIRO, PRESIDENT
- Phone
- (805) 781-3088
- Return prepared by
- GRANT BENNETT ASSOCIATES
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.
Program accomplishments
- 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 $3,582,068 · revenue $4,101,431
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0429830
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $4,895,664
- Income (IRS master file)
- $4,229,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,026,207 | $3,114,878 | $5,233,610 | IRS |
| 990 | June 2022 | $3,579,050 | $2,895,639 | $5,468,265 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about DUNCAN GROUP
- What is the EIN of DUNCAN GROUP?
- The employer identification number (EIN) of DUNCAN GROUP is 77-0429830.
- Is DUNCAN GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to DUNCAN GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DUNCAN GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DUNCAN GROUP due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUNCAN GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of DUNCAN GROUP?
- The 990 for the year ended June 30, 2025 names KENNETH TRIGUEIRO.
- Who are the officers and directors of DUNCAN GROUP?
- The 990 for the year ended June 30, 2025 lists 24 people; 3 received compensation from the organization.
- How much revenue does DUNCAN GROUP have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,229,137, expenses of $4,340,838 and total assets of $4,895,664 at year end.
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All nonprofits in SN LUIS OBISP · California · Housing and shelter