2024-05-09T19:32:39-04:00 2023-06-30 942692073 GRANT BENNETT ASSOCIATES 10850 GOLD CENTER DR STE 260 RANCHO CORDOVA CA 956705143 990 2022-07-01 770429830 THE DUNCAN GROUP DUNC 8057813088 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 KENNETH TRIGUEIRO PRESIDENT 8057813088 2024-05-06 true KENNETH TRIGUEIRO 999009999 false MICHAEL R MARUCHEAU P01250456 9169225109 2024-05-06 2022 2023-04-26 12:10:37Z KENNETH TRIGUEIRO 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 3026207 false X X 1996 CA 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. 12 12 123 25 0 628732 0 2749019 2983159 201299 43048 0 3579050 3026207 50000 50000 0 1717945 1864601 0 0 1127694 1200277 2895639 3114878 683411 -88671 5468265 5233610 445013 299029 5023252 4934581 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. false false 2452745 50000 2983159 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. 2452745 true false false false false false false false false false true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 35 0 true 123 true false false false false false false false false X 12 12 false false false false false true false true true false false true true true true true true true true false CA X X GRIFFIN MOORE 8057813088 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 KENNETH TRIGUEIRO PRESIDENT 40.00 X 0 213991 34897 ANNA MILLER COO/ASST TRE 40.00 X 0 161677 25036 GRIFFIN MOORE CFO/TREASURE 40.00 X 0 165093 21404 VERONICA GARCIA ASSISTANT SE 40.00 X 0 168629 12952 TODD BROUSSARD ASSISTANT SE 40.00 X 0 150199 26121 SHERYL FLORES ASSISTANT SE 40.00 X 0 138569 19213 CHRISTI WARE ASSISTANT TR 40.00 X 0 118554 20905 CINDY MAGLIARI ASSISTANT TR 40.00 X 0 103946 22726 LIZ SMITH DIR OF COMPL 40.00 X 105646 0 8987 JAMES SHAMMAS ASSISTANT SE 40.00 X 0 82316 15246 GABRIELLE MILLER SECRETARY 40.00 X 0 66394 14036 KEVIN CLERICI DIRECTOR 1.00 X 0 0 0 HAZEL DAVALOS DIRECTOR 1.00 X 0 0 0 DIETER ECKERT DIRECTOR 1.00 X 0 0 0 JOSE FLORES DIRECTOR 1.00 X 0 0 0 VITO GIOLELLO VICE CHAIR 1.00 X 0 0 0 SHELLY HIGGINBOTHAM CHAIR 1.00 X X 0 0 0 PAULA JOHNSON DIRECTOR 1.00 X 0 0 0 SONIA KROTH DIRECTOR 1.00 X 0 0 0 JULISSA PENA DIRECTOR 1.00 X 0 0 0 KAROL SCHULKIN DIRECTOR 1.00 X 0 0 0 NICK TOMPKINS DIRECTOR 1.00 X 0 0 0 105646 1369368 221523 1 false true false PROPERTY MANAGEMENT 531310 2059821 2059821 LAUNDRY 531310 278074 278074 BOOKKEEPING FEES 531310 269683 269683 SITE INSPECTION 531310 212299 212299 RENT UP 531310 163251 163251 31 31 2983159 43048 43048 3026207 2983159 43048 50000 50000 125504 98390 27114 1255959 984623 271336 78264 61355 16909 294017 230498 63519 110857 86908 23949 143684 112643 31041 13200 10348 2852 1597 1252 345 14675 11505 3170 8143 6384 1759 607216 476034 131182 14308 11217 3091 7734 6063 1671 50071 39254 10817 21128 16563 4565 RENT UP EXPENSES 118542 92932 25610 REPAIRS/MAINTENANCE 23416 18357 5059 TAXES AND LICENSE 2764 2167 597 173799 136252 37547 3114878 2452745 662133 0 2022030 1416928 1238685 2024578 1096956 495842 997016 1022157 30793 56952 871471 654318 82785 217153 5468265 5233610 445013 299029 445013 299029 X 5023252 4934581 5023252 4934581 5468265 5233610 -88671 X false true X true false X 2525665 2626185 2769548 2749019 2983159 13653576 2525665 2626185 2769548 2749019 2983159 13653576 13653576 58664 178797 42687 201299 43048 524495 58664 178797 42687 201299 43048 524495 2584329 2804982 2812235 2950318 3026207 14178071 0.96300 0.96100 0.04000 0.04000 X 871471 654318 217153 217153 X 3026207 3026207 3026207 3114878 3114878 3114878 SCHEDULE D, PAGE 3, PART X THE DUNCAN GROUP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C(3) OF THE INTERNAL REVENUE SERVICE CODE AND THE CORRESPONDING SECTION OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE DUNCAN GROUP IS NOT A PRIVATE FOUNDATION UNDER IRS CODE SECTION 509(A). MANAGEMENT BELIEVES THE DUNCAN GROUP HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023. true PEOPLE'S SELF-HELP HOUSING CORP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 952750154 501C3 50000 CONTRIBUTION 1 SCHEDULE I, PAGE 4, PART IV THE AMOUNT OF 50,000 WAS A CONTRIBUTION TO PEOPLE'S SELF-HELP HOUSING CORPORATION, A 501(C)3 CHARITABLE ORGANIZATION. X true true X X X X false false false false false false false false false KENNETH TRIGUEIRO PRESIDENT 213991 15558 19339 248888 ANNA MILLER COO/ASST TREASURER 161677 11557 13479 186713 GRIFFIN MOORE CFO/TREASURER 165093 11531 9873 186497 VERONICA GARCIA ASSISTANT SECRETARY 168629 11935 1017 181581 TODD BROUSSARD ASSISTANT SECRETARY 150199 10839 15282 176320 SHERYL FLORES ASSISTANT SECRETARY 138569 9486 9727 157782 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. FORM 990, PAGE 6, PART VI, LINE 7A TWO MEMBERS ARE APPOINTED BY PEOPLE'S SELF-HELP HOUSING CORPORATION A 501 (C)(3) ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE FORM 990 AND A COPY IS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST LETTER IS COMPLETED BY EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE AND PROVIDED TO THE CORPORATE AUDITORS. THE BOARD OF DIRECTORS REVIEWS CONFLICT OF INTEREST, IF ANY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT AND OFFICERS OF THE RELATED ORGANIZATION IS REVIEWED AND APPROVED BASED ON A COMPETITIVE ASSESSMENT PREPARED BY A GLOBAL RESOURCE CONSULTANT COMPANY ALONG WITH ONLINE SALARY SURVEYS AVAILABLE TO NON-PROFIT ORGANIZATIONS. IN ADDITION, THE PRESIDENT'S SALARY IS REVIEWED WITH A HIRING CONSULTANT FOR NON-PROFIT EXECUTIVES WHO ADVISES THE BOARD OF DIRECTORS BASED ON THEIR EXPERIENCE IN THE INDUSTRY. COMPENSATION IS SET WITH THE RANGE CONFIRMED BY THESE REPORTS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE PRESIDENT AND OFFICERS OF THE RELATED ORGANIZATION IS REVIEWED AND APPROVED BASED ON A COMPETITIVE ASSESSMENT PREPARED BY A GLOBAL RESOURCE CONSULTANT COMPANY ALONG WITH ONLINE SALARY SURVEYS AVAILABLE TO NON-PROFIT ORGANIZATIONS. IN ADDITION, THE PRESIDENT'S SALARY IS REVIEWED WITH A HIRING CONSULTANT FOR NON-PROFIT EXECUTIVES WHO ADVISES THE BOARD OF DIRECTORS BASED ON THEIR EXPERIENCE IN THE INDUSTRY. COMPENSATION IS SET WITH THE RANGE CONFIRMED BY THESE REPORTS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. PEOPLE'S SELF-HELP HOUSING CORP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 952750154 AFFORD HSG CA 501C3 9 N/A false C-COURT INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770386774 AFFORD HSG CA 501C3 9 N/A false LOS ROBLES TERRACE INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770216911 AFFORD HSG CA 501C3 9 N/A false OAK FOREST APARTMENTS INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770429275 AFFORD HSG CA 501C3 9 N/A false SCHOOLHOUSE LANE APARTMENTS INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770432811 AFFORD HSG CA 501C3 9 N/A false OCEANSIDE GARDENS INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770385185 AFFORD HSG CA 501C3 9 N/A false OAK GROVE HOUSING INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 311701719 AFFORD HSG CA 501C3 9 N/A false VALENTINE COURT I INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770152030 AFFORD HSG CA 501C3 9 N/A false VALENTINE COURT II INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770422724 AFFORD HSG CA 501C3 9 N/A false VALENTINE COURT III INC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 311750560 AFFORD HSG CA 501C3 9 N/A false SOUTH BAY IMPROVEMENT ASSOC 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770210296 AFFORD HSG CA 501C3 9 N/A false CHAPEL COURT HOUSING 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 752599719 AFFORD HSG CA 501C3 9 N/A false BELRIDGE STREET ASSOCIATES 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770518504 AFFORD HSG CA N/A false false CANYON CREEK LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 680551791 AFFORD HSG CA N/A false false CASAS DE LAS FLORES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 463509971 AFFORD HSG CA N/A false false CASAS LAS GRANADAS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 432100413 AFFORD HSG CA N/A false false COLLEGE PARK HOUSING ASSOCIATES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 870756697 AFFORD HSG CA N/A false false COURTLAND STREET APARTMENTS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 461753365 AFFORD HSG CA N/A false false CRESTON GARDENS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 473920449 AFFORD HSG CA N/A false false DAHLIA COURT II LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 453642851 AFFORD HSG CA N/A false false EL PATIO LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 261939551 AFFORD HSG CA N/A false false GUADALUPE COURT APARTMENTS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 831806899 AFFORD HSG CA N/A false false ISLA VISTA APARTMENTS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 851225080 AFFORD HSG CA N/A false false JARDIN DE LAS ROSAS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 474394354 AFFORD HSG CA N/A false false JUNIPER STREET ASSOCIATES 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770468885 AFFORD HSG CA N/A false false LACHEN TARA LIMITED PARTNERSHIP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 562602519 AFFORD HSG CA N/A false false LOS ADOBES DE MARIA I LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 851241032 AFFORD HSG CA N/A false false LOS ADOBES DE MARIA II LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770585414 AFFORD HSG CA N/A false false LOS ADOBES DE MARIA III LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 461923347 AFFORD HSG CA N/A false false LOS ROBLES TERRACE LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 464539752 AFFORD HSG CA N/A false false MARIPOSA REALE LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770472144 AFFORD HSG CA N/A false false OAK FOREST ASSOCIATES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770429273 AFFORD HSG CA N/A false false OCEAN VIEW MANOR LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 464526969 AFFORD HSG CA N/A false false OCEANO APARTMENTS ASSOCIATION LP (L 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770512176 AFFORD HSG CA N/A false false OCEANSIDE GARDENS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770385187 AFFORD HSG CA N/A false false PISMO CREEK LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 452909385 AFFORD HSG CA N/A false false RIO VISTA ASSOCIATES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 330977453 AFFORD HSG CA N/A false false ROLLING HILLS HOUSING ASSOCIATES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 262893904 AFFORD HSG CA N/A false false ROLLING HILLS II LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 474373168 AFFORD HSG CA N/A false false SCHOOLHOUSE LANE APARTMENTS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770432812 AFFORD HSG CA N/A false false SEQUOIA AFFORDABLE HOUSING LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770464619 AFFORD HSG CA N/A false false SIERRA MADRE COTTAGES LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 832933386 AFFORD HSG CA N/A false false STORKE RANCH APARTMENTS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770468921 AFFORD HSG CA N/A false false TEMPLETON PLACE LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 770524984 AFFORD HSG CA N/A false false VALENTINE COURT LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 464516915 AFFORD HSG CA N/A false false VILLA LA ESPERANZA LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 471990425 AFFORD HSG CA N/A false false VILLAGE AT LOS CARNEROS LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 813250115 AFFORD HSG CA N/A false false VILLAS AT HIGUERA LP 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 450540615 AFFORD HSG CA N/A false false false true false true false false false false false false false true true false false true true false false PEOPLE'S SELF-HELP HOUSING CORP L 357400 FMV PEOPLE'S SELF-HELP HOUSING CORP D 500000 COST SOUTH BAY IMPROVEMENT ASSOC L 134661 FMV CANYON CREEK LP L 73368 FMV VILLAGE AT LOS CARNEROS LP L 113164 FMV CASAS DE LAS FLORES LP L 63671 FMV CRESTON GARDENS LP L 51154 FMV EL PATIO LP L 71057 FMV ISLA VISTA LP L 78307 FMV JARDIN DE LAS ROSAS LP L 57896 FMV LOS ADOBES DE MARIA II L 61986 FMV LOS ROBLES TERRACE LP L 52866 FMV MARIPOSA REALE LP L 111120 FMV OCEAN VIEW MANOR LP L 54908 FMV RIO VISTA ASSOCIATES L 101651 FMV ROLLING HILLS HOUSING ASSOCIATES L 59716 FMV VILLA LA ESPERANZA LP L 104894 FMV SIERRA MADRE COTTAGES LP L 52408 FMV LOS ADOBES DE MARIAI1 LP L 60188 FMV