2022-02-14T10:03:24-06:00 2021-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2020-10-01 860107976 BEACON GROUP INC BEAC 5206224874 308 W GLENN ST TUCSON AZ 85705 GREGORY NATVIG PRESIDENT/CEO 5206224874 2022-02-10 1 GREGORY NATVIG 999009999 KELLY L MELTZER CPA P00633511 5203214600 2022-02-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X GREGORY NATVIG 308 W GLENN ST TUCSON AZ 85705 25622960 0 X WWW.BEACONGROUP.ORG X 1952 AZ WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 14 14 1026 18 0 0 509762 992502 21107607 22240002 241465 88478 1117118 953033 22975952 24274015 0 0 0 0 16941783 17336640 0 0 199966 5274906 5181901 22216689 22518541 759263 1755474 20161367 22203870 7370638 7562434 12790729 14641436 X BEACON GROUP CREATES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. FOCUSING ON PROVIDING A WIDE ARRAY OF EMPLOYMENT OPTIONS, LAST YEAR BEACON HELPED 1,828 PEOPLE WITH DISABILITIES WITH EMPLOYMENT AND RELATED SERVICES. 0 0 10032969 11990011 FACILITIES AND EQUIPMENT SERVICES - SEE SCHEDULE O. 6932894 8376879 REHABILITATION - SEE SCHEDULE O. 3082032 2592277 PRODUCTION AND DOCUMENT DESTRUCTION - SEE SCHEDULE O. 20047895 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 1 0 0 0 1 1 0 0 0 1 12 0 1 1026 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 DALE BLYTH DIRECTOR 1.00 X 0 0 0 JOAN CASCIARI DIRECTOR 1.00 X 0 0 0 MAURA CLARK-INGLE DIRECTOR 1.00 X 0 0 0 DIANE FRISCH 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 JAN LESHER DIRECTOR 1.00 X 0 0 0 CATHERENE MORTON DIRECTOR 1.00 X 0 0 0 DEE O'NEILL DIRECTOR 1.00 X 0 0 0 DIANE QUIHUIS DIRECTOR 1.00 X 0 0 0 BECKY SEGUNDO 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 CHAIR 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 JUDY WOOD TREASURER (UNTIL 5/2021) 1.00 X X 0 0 0 BRIAN PEURA TREASURER (AFTER 5/2021) 1.00 X X 0 0 0 GREG NATVIG PRESIDENT/CEO 40.00 X 229572 0 26257 NATALYA BROWN CFO 40.00 X 147052 0 11111 DAVID JOHNSON VP OF BUSINESS OPERATIONS 40.00 X 162891 0 6353 CHRISTOPHER MCNAMARA VP OF REHAB SERVICES 40.00 X 119306 0 9937 WENDY ROSADO-TOTH DIRECTOR OF HUMAN RESOURCES 40.00 X 102183 0 9839 761004 0 63497 5 0 1 0 THE CENTERS FOR HABILITATION 215 W LODGE DRIVE TEMPE AZ 85283 CONTRACTOR 1034758 FABRICAST INC PO BOX 3176 SOUTH EL MONTE CA 91733 INVENTORY SUPPLIER 500860 WAXIE SANITARY SUPPLY PO BOX 748802 LOS ANGELES CA 90074 CUSTODIAL SUPPLIER 304792 JP INDUSTRIES INC 2851 N COUNTRY CLUB ROAD TUCSON AZ 85716 CONTRACTOR 272824 SOURCE AMERICA PO BOX 79424 BALTIMORE MD 21279 PROFESSIONAL FEES 248909 8 536750 455752 139630 992502 FACILITIES & EQUIPMENT SERVICES 624310 11990011 11990011 REHABILITATION 624310 8376879 8376879 PRODUCTION & DOCUMENT DESTRUCTION 624310 1873112 1873112 22240002 68996 68996 233868 0 233868 233868 233868 494100 26100 443053 57665 51047 -31565 19482 19482 1567392 848227 719165 719165 24274015 22959167 0 322346 602171 175026 427145 13723932 12741791 866233 115908 176260 172516 3528 216 1573710 1461990 102846 8874 1260567 1140232 110169 10166 19773 19773 39850 39850 11800 11800 41553 41553 1455145 1428282 11304 15559 25312 5536 19776 351032 246332 83715 20985 283580 35829 244613 3138 741281 712564 26976 1741 551299 523722 27511 66 26144 22343 3668 133 131421 118563 12078 780 687146 607550 77392 2204 135419 58951 76169 299 PROGRAM SUPPLIES 490582 490582 STAFF/CLIENT RELATIONS 71303 51281 19950 72 HR EXPENSES 60346 4672 55674 MISCELLANEOUS 58915 38333 20533 49 22518541 20047895 2270680 199966 3406315 4398706 831801 1021586 3426051 4283693 50000 50000 268940 354275 171039 217938 16606373 8182051 8533269 8424322 2805499 2797505 108164 560289 655845 20161367 22203870 3240773 3758563 4207 4089949 3585598 39916 214066 7370638 7562434 X 12608580 14432139 182149 209297 12790729 14641436 20161367 22203870 1755474 95233 0 X 0 1 X 1 0 X 213544 388474 416613 484762 952502 2455895 18682298 20655345 23070444 23104376 23807394 109319857 18895842 21043819 23487057 23589138 24759896 111775752 12717 11540 14050 18345 18720 75372 8223084 8617359 9472417 9308642 9434240 45055742 8235801 8628899 9486467 9326987 9452960 45131114 66644638 293081 308184 309877 311528 302864 1525534 293081 308184 309877 311528 302864 1525534 42933 10000 10000 25000 40000 127933 19231856 21362003 23806934 23925666 25102760 113429219 0.58750 0.58010 0.01340 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 11800 0 0 0 11800 0 PART II-B, LINE 1: BEACON GROUP PAID MEMBERSHIP DUES TO ORGANIZATIONS THAT ENGAGE IN LOBBYING. 0 1 X 1419112 1419112 11717322 5768948 5948374 1469549 1253423 216126 2000390 1159680 840710 8424322 DEFERRED COMPENSATION 59595 CAPITAL LEASE 154471 214066 X 25177922 95233 2000 97233 25080689 41553 -848227 -806674 24274015 23327215 2000 848227 850227 22476988 41553 41553 22518541 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 -848,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 848,227. X X X 0 0 0 0 0 0 0 0 0 GREG NATVIG PRESIDENT/CEO 213297 0 16275 0 0 0 19401 0 6856 0 255829 0 0 0 DAVID JOHNSON VP OF BUSINESS OPERATIONS 156954 0 5937 0 0 0 4739 0 1614 0 169244 0 0 0 NATALYA BROWN CFO 137798 0 9254 0 0 0 4255 0 6856 0 158163 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 11203 MR. QUIHUIS IS THE SON OF BOARD DIRECTOR DIANE QUIHUIS. 0 X 1 500 FMV X 1 5060 NYSE X 1 765 FMV X SOFTWARE LICENSES 1 125055 FMV X CLEANING SUPPLIES 2 4750 FMV X FUNDRAISING APPLICATION 1 2000 FMV X WORK BOOTS 1 1500 FMV 0 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: FACILITIES AND EQUIPMENT 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 4,500,000 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, PAINT RECYCLING, 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, TO PROVIDE EQUIPMENT AND FACILITIES SUPPORT, WHERE OVER 20 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 1,828 INDIVIDUALS WITH A WIDE VARIETY OF DISABILITIES DURING THE 2020-2021 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, 329 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 $11 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. FOR EXAMPLE, BEACON ASSEMBLED OVER 20,000,000 RIVETS AND FASTENERS FOR A GLOBAL AEROSPACE COMPANY AND PACKAGED ONE MILLION BOTTLES OF VITAMINS FOR AN ARIZONA COMPANY. ON A SMALLER SCALE, BEACON ASSEMBLED AND PACKAGED JUST DOZENS OF UNIQUE BEADED NECKLACES FOR A LOCAL JEWELRY CRAFTSMAN. 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, MILITARY APPLICATIONS, 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 1,600 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 EXECUTIVE COMMITTEE APPROVED AND AUTHORIZED THE LAST COMPENSATION STUDY FOR THE PRESIDENT/CEO ON NOVEMBER 13, 2020 FOR THE 2020 - 2021 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