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 |
| June 30, 2024 | 990 | $3,384,805 | $3,653,851 | -$269,046 | $5,071,830 | $406,295 | $4,665,535 |
| June 30, 2023 | 990 | $3,026,207 | $3,114,878 | -$88,671 | $5,233,610 | $299,029 | $4,934,581 |
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 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TRIGUEIRO | PRESIDENT Officer | – | $0 | $224,503 | $38,099 |
| ANNA MILLER | COO/ASST TRE Officer | – | $0 | $175,068 | $27,630 |
| GRIFFIN MOORE | CFO/TREASURE Officer | – | $0 | $178,655 | $23,521 |
| VERONICA GARCIA | ASSISTANT SE Officer | – | $0 | $180,201 | $14,169 |
| TODD BROUSSARD | ASSISTANT SE Officer | – | $0 | $158,430 | $27,535 |
| NICOLE RAMOS | CHIEF HR & A Officer | – | $0 | $157,530 | $22,044 |
| CHRISTI WARE | ASSISTANT TR Officer | – | $0 | $141,535 | $22,721 |
| SHERYL FLORES | ASSISTANT SE Officer | – | $0 | $141,695 | $20,527 |
| JANE RENAHAN | DIR OF PROPE Highest-paid employee | 40 | $135,777 | $0 | $25,239 |
| LIZ SMITH | DIR OF COMPL Highest-paid employee | 40 | $113,468 | $0 | $8,987 |
| JAMES SHAMMAS | ASSISTANT SE Officer | – | $0 | $84,440 | $16,552 |
| GABRIELLE MILLER | SECRETARY Officer | – | $0 | $72,250 | $15,639 |
| 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 |
| JOSE FLORES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VITO GIOLELLO | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY HIGGINBOTHAM | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAULA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SONIA KROTH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULISSA PENA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAROL SCHULKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICK TOMPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| YOLANDA VASQUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TRIGUEIRO | PRESIDENT Officer | – | $0 | $213,991 | $34,897 |
| ANNA MILLER | COO/ASST TRE Officer | – | $0 | $161,677 | $25,036 |
| GRIFFIN MOORE | CFO/TREASURE Officer | – | $0 | $165,093 | $21,404 |
| VERONICA GARCIA | ASSISTANT SE Officer | – | $0 | $168,629 | $12,952 |
| TODD BROUSSARD | ASSISTANT SE Officer | – | $0 | $150,199 | $26,121 |
| SHERYL FLORES | ASSISTANT SE Officer | – | $0 | $138,569 | $19,213 |
| CHRISTI WARE | ASSISTANT TR Officer | – | $0 | $118,554 | $20,905 |
| CINDY MAGLIARI | ASSISTANT TR Officer | – | $0 | $103,946 | $22,726 |
| LIZ SMITH | DIR OF COMPL Highest-paid employee | 40 | $105,646 | $0 | $8,987 |
| JAMES SHAMMAS | ASSISTANT SE Officer | – | $0 | $82,316 | $15,246 |
| GABRIELLE MILLER | SECRETARY Officer | – | $0 | $66,394 | $14,036 |
| 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 |
| JOSE FLORES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VITO GIOLELLO | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| SHELLY HIGGINBOTHAM | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAULA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SONIA KROTH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULISSA PENA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAROL SCHULKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICK TOMPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $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
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0429830 or by the name DUNCAN GROUP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | $4,229,137 | $4,340,838 | $4,895,664 | IRS |
| 990 | June 2024 | $3,384,805 | $3,653,851 | $5,071,830 | IRS |
| 990 | June 2023 | $3,026,207 | $3,114,878 | $5,233,610 | XML |
| 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 bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 77-0429830).
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