2023-07-28T17:51:58-05:00 2022-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2021-10-01 860107976 BEACON GROUP INC BEAC 5206224874 308 W GLENN ST TUCSON AZ 85705 NATALYA V BROWN CFO 5206224874 2023-07-25 1 NATALYA BROWN 999009999 KELLY L MELTZER CPA P00633511 5203214600 2023-07-25 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GREGORY NATVIG 308 W GLENN ST TUCSON AZ 85705 29377023 0 X WWW.BEACONGROUP.ORG X 1952 AZ WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 12 12 1026 16 0 0 992502 722810 22240002 23280416 88478 601313 953033 1297029 24274015 25901568 0 0 0 0 17336640 18774241 0 0 100871 5181901 5715486 22518541 24489727 1755474 1411841 22203870 22218977 7562434 6625106 14641436 15593871 X BEACON GROUP CREATES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. FOCUSING ON PROVIDING A WIDE ARRAY OF EMPLOYMENT OPTIONS, LAST YEAR BEACON HELPED 2,040 PEOPLE WITH DISABILITIES WITH EMPLOYMENT AND RELATED SERVICES. 0 0 10442588 12030097 CUSTODIAL, COMMUNITY WORK, AND TOTAL FACILITIES MANAGEMENT SERVICES - SEE SCHEDULE O. 8096222 9567643 REHABILITATION - SEE SCHEDULE O. 3255778 2746623 PRODUCTION AND DOCUMENT DESTRUCTION - SEE SCHEDULE O. 21794588 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 18 0 1 1026 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X NATALYA BROWN CFO 5206224874 308 W GLENN ST TUCSON AZ 85705 GREG NATVIG PRESIDENT/CEO 40.00 X 273755 0 25294 DAVID JOHNSON VP OF BUSINESS OPERATIONS 40.00 X 171771 0 11109 NATALYA BROWN CFO 40.00 X 162134 0 10270 CHRISTOPHER MCNAMARA VP OF REHAB SERVICES 40.00 X 139075 0 13513 WENDY ROSADO-TOTH DIRECTOR OF HUMAN RESOURCES 40.00 X 111519 0 8887 JOAN CASCIARI DIRECTOR 1.00 X 0 0 0 MAURA CLARK-INGLE DIRECTOR 1.00 X 0 0 0 EUGENE GOLDSMITH DIRECTOR 1.00 X 0 0 0 ALAYNE GREENBERG DIRECTOR 1.00 X 0 0 0 JOHN HOGG DIRECTOR 1.00 X 0 0 0 CATHERENE MORTON DIRECTOR 1.00 X 0 0 0 BECKY SEGUNDO DIRECTOR 1.00 X 0 0 0 ALEAH WEBER DIRECTOR 1.00 X 0 0 0 DWIGHT WHITLEY JR DIRECTOR 1.00 X 0 0 0 RUTH WYLIE DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS MD DIRECTOR, CHAIR THRU 4/2022 1.00 X X 0 0 0 DIANE QUIHUIS DIRECTOR, CHAIR AS OF 5/2022 1.00 X X 0 0 0 JUDY MCDERMOTT VICE CHAIR 1.00 X X 0 0 0 MICHAEL HERNANDEZ SECRETARY 1.00 X X 0 0 0 BRIAN PEURA TREASURER 1.00 X X 0 0 0 858254 0 69073 5 0 1 0 THE CENTERS FOR HABILITATION 215 W LODGE DRIVE TEMPE AZ 85283 CONTRACTOR 922466 FABRICAST INC PO BOX 3176 SOUTH EL MONTE CA 91733 INVENTORY SUPPLIER 475380 SOURCE AMERICA PO BOX 79424 BALTIMORE MD 21279 PROFESSIONAL FEES 319424 JP INDUSTRIES INC 2851 N COUNTRY CLUB ROAD TUCSON AZ 85716 CONTRACTOR 265234 WAXIE SANITARY SUPPLY PO BOX 748802 LOS ANGELES CA 90074 CUSTODIAL SUPPLIER 233647 8 115302 607508 188353 722810 CUSTODIAL & TOTAL FACILITIES 624310 11939200 11939200 REHABILITATION 624310 9567643 9567643 PRODUCTION & DOCUMENT DESTRUCTION 624310 1773573 1773573 23280416 96453 96453 233082 0 233082 233082 233082 2281967 453311 2171068 59350 110899 393961 504860 504860 2218087 1245037 973050 973050 MISCELLANEOUS 624310 90897 90897 90897 25901568 24344363 0 834395 655055 183814 471241 14957434 13979769 915065 62600 205640 178929 25189 1522 1546955 1434129 108602 4224 1409157 1284290 119318 5549 24239 24239 57250 6418 50823 9 14029 14029 44583 44583 1581210 1532127 48447 636 19166 12388 3564 3214 374654 243834 111939 18881 364861 48119 313637 3105 800845 771604 28825 416 674741 633765 40953 23 53290 36933 16357 107150 98843 8189 118 700746 617164 83096 486 144348 59573 84709 66 PROGRAM SUPPLIES 524451 524451 STAFF/CLIENT RELATIONS 115365 77643 37704 18 HR EXPENSES 71529 14411 57118 MISCELLANEOUS 43029 42355 670 4 24489727 21794588 2594268 100871 4398706 4247848 1021586 176123 4283693 4858726 50000 0 354275 695602 217938 225448 16443304 8274783 8424322 8168521 2797505 3361853 655845 484856 22203870 22218977 3758563 3201173 4207 7749 3585598 3176569 214066 239615 7562434 6625106 X 14432139 15271862 209297 322009 14641436 15593871 22203870 22218977 1411841 -459406 0 X 0 1 X 1 0 X 388474 416613 484762 952502 702810 2945161 20655345 23070444 23104376 23807394 25589400 116226959 21043819 23487057 23589138 24759896 26292210 119172120 11540 14050 18345 18720 20545 83200 8617359 9472417 9308642 9434240 10007424 46840082 8628899 9486467 9326987 9452960 10027969 46923282 72248838 308184 309877 311528 302864 329535 1561988 308184 309877 311528 302864 329535 1561988 10000 10000 25000 40000 20000 105000 21362003 23806934 23925666 25102760 26641745 120839108 0.59790 0.58750 0.01290 0.01340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CONTRIBUTIONS FROM PRIVATE FOUNDATIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 14029 0 0 0 14029 0 PART II-B, LINE 1: BEACON GROUP PAID MEMBERSHIP DUES TO ORGANIZATIONS THAT ENGAGE IN LOBBYING. 0 1 X 1385223 1385223 11547482 5966570 5580912 1497253 1255373 241880 2013346 1052840 960506 8168521 DEFERRED COMPENSATION 102210 CAPITAL LEASE 137405 239615 X 26642617 -459406 -459406 27102023 44582 -1245037 -1200455 25901568 25690182 1245037 1245037 24445145 44582 44582 24489727 PART IV, LINE 2B: CLIENTS IN THE DAYTIME PROGRAM CONTRIBUTE FEES TOWARDS THEIR PARTICIPATION IN THE PROGRAM. CLIENTS CAN CHOOSE TO HAVE FUNDS THAT ARE NOT USED FOR SPECIFIC ACTIVITIES REFUNDED, OR TO BE HELD BY THE ORGANIZATION AS LUNCH MONEY THEY CAN DRAW AS NEEDED. PART X, LINE 2: ASC 740 FINANCIAL STATEMENT FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND QUALIFIES AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,245,037. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,245,037. X X X 0 0 0 0 0 0 0 0 0 GREG NATVIG PRESIDENT/CEO 246176 0 27579 0 0 0 19487 0 5807 0 299049 0 0 0 DAVID JOHNSON VP OF BUSINESS OPERATIONS 165687 0 6084 0 0 0 4862 0 6247 0 182880 0 0 0 NATALYA BROWN CFO 152488 0 9646 0 0 0 4463 0 5807 0 172404 0 0 0 CHRISTOPHER MCNAMARA VP OF REHAB SERVICES 130581 0 8494 0 0 0 3641 0 9872 0 152588 0 0 0 A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA ARIZONA 860445981 2015-07-24 5984900 REFINANCING, ACQUISITION OF REAL PROPERTY AND EQUIPMENT 0 0 0 A 5984900 90748 786176 4700214 407762 2007 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 1 JIMMY QUIHUIS JR EMPLOYEE 13039 MR. QUIHUIS IS THE SON OF BOARD DIRECTOR DIANE QUIHUIS. 0 X 3 23524 FMV X 2 560 FMV X SOFTWARE LICENSES 1 163409 FMV X LAPTOPS 1 800 FMV X MISCELLANEOUS 2 60 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A: CUSTODIAL, COMMUNITY WORK, AND TOTAL FACILITIES MANAGEMENT SERVICES: BEACON GROUP PROVIDES CUSTODIAL SERVICES FOR A VARIETY OF CUSTOMERS INCLUDING THE FEDERAL AND STATE GOVERNMENTS, AS WELL AS VARIOUS COMMERCIAL COMPANIES. CUSTODIAL EMPLOYEES CLEAN OVER 2.9M SQUARE FEET OF OFFICE AND COMMERCIAL SPACE EACH DAY. CUSTODIAL SERVICES PROVIDE TRAINING AND JOB OPPORTUNITIES FOR PEOPLE WITH DISABILITIES WITH CHOICES OF WORK SETTINGS AND CREW RESPONSIBILITIES. BEACON HAS OVER 70 ADDITIONAL WORKSITES IN COMMUNITIES ACROSS ARIZONA THAT PROVIDE VARIED EMPLOYMENT OPPORTUNITIES IN SERVICES SUCH AS VEHICLE WASHING, LANDSCAPE MAINTENANCE, ASSEMBLY, PACKAGING, WAREHOUSING, AND FULFILLMENT. BEACON ALSO PROVIDES TOTAL FACILITIES MANAGEMENT (TFM) SERVICES ON GOVERNMENT ABILITYONE CONTRACTS: FIRST TO THE DEFENSE INFORMATION SYSTEMS AGENCY (DISA), JOINT INTEROPERABILITY TEST COMMAND (JITC) AT FORT HUACHUCA, AZ, WHERE 16 DIFFERENT INDIVIDUAL ADMINISTRATIVE, FACILITIES MAINTENANCE, AND LOGISTICS TASKS ARE PERFORMED; SECOND AT HILL AFB, UTAH, AND RANDOLPH AFB, TEXAS, TO PROVIDE EQUIPMENT AND FACILITIES SUPPORT, WHERE OVER 25 PEOPLE ARE EMPLOYED; AND THIRD FOR THE NSA AT THEIR UTAH DATA CENTER OPERATION IN SALT LAKE CITY, WHERE LANDSCAPING AND SNOW REMOVAL SERVICES ARE PROVIDED BY SEVERAL EMPLOYEES. THESE TFM CONTRACTS HAVE ALLOWED BEACON TO HIRE MANY PEOPLE WITH DISABILITIES, INCLUDING OVER A DOZEN VETERANS. FORM 990, PART III, LINE 4B: REHABILITATION: BEACON GROUP SERVED A TOTAL OF 2,040 INDIVIDUALS WITH A WIDE VARIETY OF DISABILITIES DURING THE 2021-2022 FISCAL YEAR. THESE INDIVIDUALS RECEIVED EMPLOYMENT, JOB DEVELOPMENT, EMPLOYMENT READINESS, SKILLS TRAINING, AND/OR DAY TREATMENT SERVICES WITHIN BEACON GROUP'S OPERATIONS OR AT ONE OF OVER 50 COMMUNITY WORKSITES THROUGHOUT OUR SERVICE AREAS WITH LOCAL EMPLOYERS. OF THE INDIVIDUALS RECEIVING JOB DEVELOPMENT AND RELATED SERVICES, 402 WERE PLACED IN COMPETITIVE INTEGRATED JOBS IN THEIR COMMUNITIES. THROUGH THE ORGANIZATION'S EMPLOYMENT PROGRAMS, IT IS ESTIMATED THAT INDIVIDUALS SERVED BY BEACON GROUP EARNED APPROXIMATELY $13 MILLION IN WAGES AND BENEFITS. FORM 990, PART III, LINE 4C: PRODUCTION AND DOCUMENT DESTRUCTION: MANY COMPANIES, LOCAL, NATIONAL, AND EVEN INTERNATIONAL, CONTRACT WITH BEACON GROUP TO PERFORM CUSTOM MANUFACTURING, ASSEMBLY, AND PACKAGING. THIS WORK IS A TRAINING AND DEVELOPMENT VEHICLE FOR PEOPLE WITH DISABILITIES AND PROVIDES A SOURCE OF SUSTAINING INCOME AND MANY DIFFERENT EMPLOYMENT CHOICES. BEACON CAN HANDLE EVERYTHING FROM HIGH-VOLUME PRODUCTION TO SMALL CUSTOM-WORK RUNS. NO JOB IS TOO BIG OR TOO SMALL FOR BEACON TO CONSIDER. BEACON'S CUSTOM WIRE AND CABLE HARNESS BUSINESS SERVES MANY INDUSTRIES INCLUDING MEDICAL DEVICE MANUFACTURERS, THE MINING INDUSTRY, AND OTHERS. CLIENTS AND STAFF ASSEMBLED OVER 300,000 CABLE DEVICES. WITHIN THE BEACON PRODUCTION FACILITY, PEOPLE WITH DISABILITIES CAN CHOOSE TO WORK AT ALMOST TWO DOZEN DIFFERENT JOBS AND TASKS. BEACON'S SECURE DOCUMENT DESTRUCTION BUSINESS PROCESSED OVER 2,000,000 POUNDS OF PAPER AND OTHER MEDIA (AN AVERAGE OF OVER 5 TONS OF MATERIALS PER DAY) FOR OVER 1,500 CUSTOMERS, WORKING FOR COMPANIES AND INDIVIDUALS ALIKE. BEACON IS ONE OF TWO EXCLUSIVE PROVIDERS OF DOCUMENT AND MEDIA DESTRUCTION SERVICES TO THE STATE OF ARIZONA. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE PRIOR TO FILING. A COPY OF FORM 990 WAS E-MAILED TO THE FULL BOARD OF DIRECTORS FOR THEIR INDIVIDUAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ENSURE COMPLETE PUBLIC CONFIDENCE IN THE IMPARTIALITY AND HONESTY OF BEACON GROUP BOARD MEMBERS AND SENIOR MANAGEMENT AND TO HELP BEACON GROUP BOARD MEMBERS AND SENIOR MANAGEMENT AVOID CONFLICTS OF INTEREST OR THE POTENTIAL OF APPEARANCE OF SUCH CONFLICTS, BEACON GROUP REQUIRES THAT ITS BOARD MEMBERS AND SENIOR MANAGEMENT ABIDE BY THE CONFLICT OF INTEREST RULES AND GUIDELINES. IN ORDER TO MONITOR AND ENFORCE THESE GUIDELINES A DISCLOSURE STATEMENT IS DISTRIBUTED TO, AND SIGNED ANNUALLY BY, ALL BOARD MEMBERS AND SENIOR MANAGEMENT. IF A CONFLICT OF INTEREST IS DISCOVERED, THAT PERSON IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DECISION ON THE TRANSACTION AND MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION COMPLETED A REBUTTABLE PRESUMPTION CHECKLIST FOR THE PRESIDENT/CEO OF BEACON GROUP THAT WAS PROVIDED BY ITS INDEPENDENT ACCOUNTANT. THE ORGANIZATION RELIED UPON FORMS 990 OF COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MET AND REVIEWED INFORMATION AND MADE A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR THE COMPENSATION PACKAGE. THE BOARD APPROVED AND AUTHORIZED THE LAST COMPENSATION STUDY FOR THE PRESIDENT/CEO ON NOVEMBER 19, 2021, FOR THE 2021 - 2022 FISCAL YEAR. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS BASED ON EVALUATIONS PERFORMED BY THEIR SUPERVISOR. MERIT INCREASES ARE GIVEN BASED ON BUDGET AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL IMPACT REPORT CONTAINS SOME HIGH LEVEL FINANCIAL AND PROGRAM INFORMATION AND IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, EFFORT IS MADE TO KEEP GUIDESTAR.ORG UPDATED WITH THE APPROPRIATE FINANCIAL INFORMATION. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE BEACON FOUNDATION INC 308 W GLENN ST TUCSON AZ 85705 SOCIAL SERVICES FOR THE DISABLED AZ 501(C)(4) N/A N/A 1 TETRA CORPORATION 308 W GLENN ST TUCSON AZ 85705 860707977 SOCIAL SERVICES FOR THE DISABLED AZ BEACON GROUP INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0