THE DUNCAN GROUP (EIN 770429830) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

KENNETH TRIGUEIRO

Phone

8057813088

Tax Period

2022-07-01 to 2023-06-30

THE DUNCAN GROUP, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,983,159

Investment Income $43,048

Other Revenue $0

TOTAL REVENUE $3,026,207

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $1,864,601

Fundraising Expenses $0

Program Expenses $2,452,745

Other Expenses $1,200,277

TOTAL EXPENSES $3,114,878

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,026,207	$3,579,050	-0.2%
Expenses	$3,114,878	$2,895,639	+0.1%
Net Income	$-88,671	$683,411	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

123

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,581,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH TRIGUEIRO	PRESIDENT	N/A	Officer	$0	$34,897	$248,888
ANNA MILLER	COO/ASST TRE	N/A	Officer	$0	$25,036	$186,713
GRIFFIN MOORE	CFO/TREASURE	N/A	Officer	$0	$21,404	$186,497
VERONICA GARCIA	ASSISTANT SE	N/A	Officer	$0	$12,952	$181,581
TODD BROUSSARD	ASSISTANT SE	N/A	Officer	$0	$26,121	$176,320
SHERYL FLORES	ASSISTANT SE	N/A	Officer	$0	$19,213	$157,782
CHRISTI WARE	ASSISTANT TR	N/A	Officer	$0	$20,905	$139,459
CINDY MAGLIARI	ASSISTANT TR	N/A	Officer	$0	$22,726	$126,672
LIZ SMITH	DIR OF COMPL	40.00	Highest	$105,646	$8,987	$114,633
JAMES SHAMMAS	ASSISTANT SE	N/A	Officer	$0	$15,246	$97,562
GABRIELLE MILLER	SECRETARY	N/A	Officer	$0	$14,036	$80,430
KEVIN CLERICI	DIRECTOR	1.00	Director	$0	$0	$0
HAZEL DAVALOS	DIRECTOR	1.00	Director	$0	$0	$0
DIETER ECKERT	DIRECTOR	1.00	Director	$0	$0	$0
JOSE FLORES	DIRECTOR	1.00	Director	$0	$0	$0
VITO GIOLELLO	VICE CHAIR	1.00	Director	$0	$0	$0
SHELLY HIGGINBOTHAM	CHAIR	1.00	Officer Director	$0	$0	$0
PAULA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SONIA KROTH	DIRECTOR	1.00	Director	$0	$0	$0
JULISSA PENA	DIRECTOR	1.00	Director	$0	$0	$0
KAROL SCHULKIN	DIRECTOR	1.00	Director	$0	$0	$0
NICK TOMPKINS	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,026,207	$3,114,878	$5,233,610	$-88,671
2022	$3,579,050	$2,895,639	$5,468,265	$683,411
2021	$2,810,734	$2,743,641	$6,027,936	$67,093
2019	$2,584,329	$2,416,123	$4,568,047	$168,206

THE DUNCAN GROUP