2025-05-13T14:37:48-04:00 2024-06-30 942692073 GRANT BENNETT ASSOCIATES 10850 GOLD CENTER DR STE 260 RANCHO CORDOVA CA 956705143 990 2023-07-01 770429830 THE DUNCAN GROUP DUNC 8057813088 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 KENNETH TRIGUEIRO PRESIDENT 8057813088 2025-05-08 true false MICHAEL R MARUCHEAU P01250456 9169225109 2025-05-08 2023 2025-03-06 01:10:19Z KENNETH TRIGUEIRO 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 3384805 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 12 137 25 0 0 2983159 3307738 43048 77067 0 3026207 3384805 50000 0 0 1864601 2082145 0 0 1200277 1571706 3114878 3653851 -88671 -269046 5233610 5071830 299029 406295 4934581 4665535 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 2947223 3307738 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. 2947223 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 false false true false false false false false false false false false false false false false true false false false true 46 0 true 137 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 224503 38099 ANNA MILLER COO/ASST TRE 40.00 X 0 175068 27630 GRIFFIN MOORE CFO/TREASURE 40.00 X 0 178655 23521 VERONICA GARCIA ASSISTANT SE 40.00 X 0 180201 14169 TODD BROUSSARD ASSISTANT SE 40.00 X 0 158430 27535 NICOLE RAMOS CHIEF HR & A 40.00 X 0 157530 22044 CHRISTI WARE ASSISTANT TR 40.00 X 0 141535 22721 SHERYL FLORES ASSISTANT SE 40.00 X 0 141695 20527 JANE RENAHAN DIR OF PROPE 40.00 X 135777 0 25239 LIZ SMITH DIR OF COMPL 40.00 X 113468 0 8987 JAMES SHAMMAS ASSISTANT SE 40.00 X 0 84440 16552 GABRIELLE MILLER SECRETARY 40.00 X 0 72250 15639 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 YOLANDA VASQUEZ DIRECTOR 1.00 X 0 0 0 249245 1514307 262663 2 false true false PROPERTY MANAGEMENT 531310 2323155 2323155 BOOKKEEPING FEES 531310 287099 287099 LAUNDRY 531310 276416 276416 SITE INSPECTION 531310 228914 228914 RENT UP 531310 185667 185667 6487 6487 3307738 74317 74317 2750 2750 2750 2750 3384805 3307738 77067 1487953 1200194 287759 101212 81638 19574 370303 298689 71614 122677 98952 23725 501 404 97 14000 11293 2707 17530 14140 3390 161806 130514 31292 628300 506792 121508 16851 13592 3259 5887 4748 1139 83298 67189 16109 14952 12060 2892 RENT UP EXPENSES 252536 203697 48839 REPAIRS/MAINTENANCE 28435 22936 5499 TAXES AND LICENSE 1312 1058 254 346298 279327 66971 3653851 2947223 706628 0 1416928 790367 2024578 1986816 495842 827399 1022157 1049898 56952 11035 1117014 710699 217153 406315 5233610 5071830 299029 406295 299029 406295 X 4934581 4665535 4934581 4665535 5233610 5071830 X -269046 X false true X true false X 2626185 2769548 2749019 2983159 3307738 14435649 2626185 2769548 2749019 2983159 3307738 14435649 14435649 178797 42687 201299 43048 74317 540148 178797 42687 201299 43048 74317 540148 2804982 2812235 2950318 3026207 3382055 14975797 0.96390 0.96300 0.04000 0.04000 X 1117014 710699 406315 406315 X 3382054 3382054 2751 2751 3384805 3651100 3651100 2751 2751 3653851 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, 2024. SCHEDULE D, PAGE 4, PART XI, LINE 4B GAIN ON SALE OF ASSETS 2,750 OTHER ROUNDING 1 SCHEDULE D, PAGE 4, PART XII, LINE 4B GAIN ON SALE OF ASSETS 2,750 OTHER ROUNDING 1 X true true X X X X false false false false false false false false false KENNETH TRIGUEIRO PRESIDENT 224503 16303 21796 262602 ANNA MILLER COO/ASST TREASURER 175068 12513 15117 202698 GRIFFIN MOORE CFO/TREASURER 178655 12513 11008 202176 VERONICA GARCIA ASSISTANT SECRETARY 180201 12597 1572 194370 TODD BROUSSARD ASSISTANT SECRETARY 158430 11390 16145 185965 NICOLE RAMOS CHIEF HR & ADMIN 157530 11045 10999 179574 CHRISTI WARE ASSISTANT TREASURER 141535 10102 12619 164256 SHERYL FLORES ASSISTANT SECRETARY 141695 9705 10822 162222 JANE RENAHAN DIR OF PROPERTY MGMT 135777 10243 14996 161016 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. 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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 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