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.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 25 volunteers and 160 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $56K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$330K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 6.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$342K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.2M
+25% vs prior year
Spent
$4.3M
To programs
83%
Net assets
$4.6M
By yearFY2021–FY2025
Revenue
$4.2M
FY2025▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2021$2.8M
FY2022$3.6M
FY2023$3.0M
FY2024$3.4M
FY2025$4.2M
Expenses
$4.3M
FY2025▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.7M
FY2022$2.9M
FY2023$3.1M
FY2024$3.7M
FY2025$4.3M
Net assets
$4.6M
FY2025▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2021$4.3M
FY2022$5.0M
FY2023$4.9M
FY2024$4.7M
FY2025$4.6M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $3.6M Management & general 17% · $759K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $330K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Dir of Compl
$117,589Pt VII · Sec A
Assoc Dir PR
$109,708Pt VII · Sec A
SR Portfolio
$102,857Pt VII · Sec A
Chief HR & a
$0Pt VII · Sec A
Assistant Se
$0Pt VII · Sec A
Assistant Se
$0Pt VII · Sec A
Assistant Tr
$0Pt VII · Sec A
Assistant Se
$0Pt VII · Sec A

Liz Smith’s $118K as Dir of Compl is at the 49th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jane Renahan—$135,777—$110,583—
Liz Smith$117,589$113,468$105,646——
Ashley Valenzuela$109,708————
Anna Miller————$108,562
Christi Ware———$104,608$53,412
Omead Poure$102,857————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops affordable rental housing and provides health, educational, and economic support programs for low-income families in central and southern California.

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Provided by the organization

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1 program · $3.6M · in their own filed words · FY2024
01

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.

$3.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 3 grants · $300K · 2020–2022

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$128K
Money outPt IX
$4.3M
Ln 25
Programscol B$3.6M
Managementcol C$759K
Owns and owesPt X
$4.6M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$4.9M
LiabilitiesLn 26$342K
PeoplePt VI, VII
24
listed · VII A
PaidVII A3
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$128K
Gains on assetsLn 7$37K
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$2.4M
Land, buildings, equipmentLn 10c$509K
Total assetsLn 16$4.9M
LiabilitiesLn 26$342K
Net assetsLn 32$4.6M
OperationsPt I, VI
EmployeesI 5160
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.8M$2.4M
Land, buildings, equipmentLn 10c$406K$509K
Total assetsLn 16$5.1M$4.9M
LiabilitiesLn 26$406K$342K
Net assetsLn 32$4.7M$4.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$2.0M$1.6M$346K
Pension plan contributionsLn 8$131K$108K$23K
Other employee benefitsLn 9$444K$367K$78K
Payroll taxesLn 10$171K$141K$30K
Legal feesLn 11b$2K$1K$279
Accounting feesLn 11c$15K$12K$3K
Advertising and promotionLn 12$424$350$74
Office expensesLn 13$17K$14K$3K
Information technologyLn 14$279K$230K$49K
OccupancyLn 16$660K$544K$115K
TravelLn 17$11K$9K$2K
Conferences, conventions and meetingsLn 19$6K$5K$970
Depreciation, depletion and amortizationLn 22$128K$105K$22K
InsuranceLn 23$19K$16K$3K
Other expenses (24a–d)Ln 24$482K$398K$84K
Total functional expensesLn 25$4.3M$3.6M$759K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.2M$4.3M−$112K$4.6M 990 PDF
FY2024 $3.4M$3.7M−$269K$4.7M 990 PDF
FY2023 $3.0M$3.1M−$89K$4.9M 990 PDF
FY2022 $3.6M$2.9M$683K$5.0M 990 PDF
FY2021 $2.8M$2.7M$67K$4.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $4,229,137 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $3,307,738$4,101,431
I-10 Investment incomePrior year $77,067$127,706
I-11 Other revenue$0
I-12 Total revenuePrior year $3,384,805$4,229,137
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,082,145$2,722,947
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,571,706$1,617,891
I-18 Total expensesPrior year $3,653,851$4,340,838
I-19 Revenue less expensesPrior year −$269,046−$111,701
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,229,137 across 4 lines filed
Lines not itemized here account for $140,000 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,961,431$3,961,431
VIII-3 Investment incomeExcluded from tax $90,706$90,706
VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,000$37,000
VIII-12 Total revenueRelated to mission $4,101,431 · Excluded from tax $127,706$4,229,137
Part IX · Statement of functional expenses $4,340,838 across 15 lines filed
IX-7 Other salaries and wagesPrograms $1,631,102 · Management $345,508$1,976,610
IX-8 Pension plan contributionsPrograms $108,477 · Management $22,978$131,455
IX-9 Other employee benefitsPrograms $366,525 · Management $77,639$444,164
IX-10 Payroll taxesPrograms $140,877 · Management $29,841$170,718
IX-11b Legal feesPrograms $1,318 · Management $279$1,597
IX-11c Accounting feesPrograms $12,130 · Management $2,570$14,700
IX-12 Advertising and promotionPrograms $350 · Management $74$424
IX-13 Office expensesPrograms $14,272 · Management $3,023$17,295
IX-14 Information technologyPrograms $230,228 · Management $48,768$278,996
IX-16 OccupancyPrograms $544,398 · Management $115,317$659,715
IX-17 TravelPrograms $9,107 · Management $1,929$11,036
IX-19 Conferences, conventions and meetingsPrograms $4,580 · Management $970$5,550
IX-22 Depreciation, depletion and amortizationPrograms $105,273 · Management $22,299$127,572
IX-23 InsurancePrograms $15,593 · Management $3,303$18,896
IX-24 Other expenses (24a–d)Programs $397,838 · Management $84,272$482,110
IX-25 Total functional expensesPrograms $3,582,068 · Management $758,770 · Fundraising $0$4,340,838
Part X · Balance sheet $4,895,664 assets, 11 lines filed
Asset lines not itemized here account for $1,075,157; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $790,367$1,740
X-2 Savings and temporary cash investmentsStart of year $1,986,816$2,379,702
X-4 Accounts receivableStart of year $827,399$905,607
X-9 Prepaid expenses and deferred chargesStart of year $11,035$24,077
X-10c Land, buildings and equipment, netStart of year $406,315$509,381
X-16 Total assetsStart of year $5,071,830$4,895,664
X-17 Accounts payable and accrued expensesStart of year $406,295$341,830
X-26 Total liabilitiesStart of year $406,295$341,830
X-27 Net assets without donor restrictionsStart of year $4,665,535$4,553,834
X-32 Total net assets or fund balancesStart of year $4,665,535$4,553,834
X-33 Total liabilities and net assetsStart of year $5,071,830$4,895,664
Part XI · Reconciliation of net assets $4,553,834 net assets at year end
XI-1 Total revenue$4,229,137
XI-2 Total expenses$4,340,838
XI-3 Revenue less expenses−$111,701
XI-4 Net assets at start of year$4,665,535
XI-10 Net assets at end of year$4,553,834

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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