2021-08-12T17:15:02-05:00 2020-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2019-10-01 860107976 BEACON GROUP INC BEAC 5206224874 PO BOX 50544 TUCSON AZ 857031544 GREGORY NATVIG PRESIDENT/CEO 5206224874 2021-08-12 1 KELLY L MELTZER CPA P00633511 5203214600 2021-08-12 2019 2022-09-23 18:48:47Z GREGORY NATVIG PO BOX 50544 TUCSON AZ 857031544 26224073 0 X WWW.BEACONGROUP.ORG X 1952 AZ WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 14 14 1116 16 0 0 426613 509762 20891411 21107607 76189 241465 1356478 1117118 22750691 22975952 0 0 0 0 16806827 16941783 0 0 154807 5301471 5274906 22108298 22216689 642393 759263 19266575 20161367 7316741 7370638 11949834 12790729 X BEACON GROUP CREATES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. FOCUSING ON PROVIDING A WIDE ARRAY OF EMPLOYMENT OPTIONS, LAST YEAR BEACON HELPED 1,700 PEOPLE WITH DISABILITIES WITH EMPLOYMENT AND RELATED SERVICES. 0 0 10335716 11017074 SEE SCHEDULE O. 6877505 7842920 SEE SCHEDULE O. 2662493 3136663 SEE SCHEDULE O. 19875714 1 1 0 1 0 0 0 0 0 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 0 0 1 0 0 0 0 1 1 0 0 0 1 12 0 1 1116 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 0 0 X NATALYA BROWN CFO 5206224874 308 W GLENN TUCSON AZ 85705 GREG NATVIG PRESIDENT/CEO 40.00 X 230207 0 12569 CHARLES TILLER VP OF REHAB SERVICES (THRU 02/28/20) 40.00 X 154778 0 10639 DAVID JOHNSON VP OF BUSINESS OPERATIONS 40.00 X 156825 0 4664 NATALYA BROWN CFO 40.00 X 145167 0 10069 DALE BLYTH 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 BRIAN PEURA DIRECTOR 1.00 X 0 0 0 MARY SEELY DIRECTOR 1.00 X 0 0 0 DWIGHT WHITLEY JR DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS MD CHAIRMAN 1.00 X X 0 0 0 JUDY MCDERMOTT VICE CHAIRMAN 1.00 X X 0 0 0 MICHAEL HERNANDEZ SECRETARY 1.00 X X 0 0 0 JUDY WOOD TREASURER 1.00 X X 0 0 0 686977 0 37941 4 0 1 0 THE CENTERS FOR HABILITATION 215 W LODGE DRIVE TEMPE AZ 85283 CONTRACTOR 1033360 JP INDUSTRIES 2851 N COUNTRY CLUB ROAD TUCSON AZ 85716 CONTRACTOR 286631 RESOURCE MFG PO BOX 102332 ATLANTA GA 30368 TEMPORARY LABOR 167755 3 509762 114076 509762 FACILITIES & EQUIPMENT SERVICES 624310 11017074 11017074 REHABILITATION 624310 7842920 7842920 PRODUCTION & DOCUMENT DESTRUCTION 624310 2247613 2247613 21107607 83460 83460 228068 0 228068 228068 228068 1838978 459429 1828023 312379 10955 147050 158005 158005 1996769 1107719 889050 889050 22975952 21996657 0 469533 663975 258886 405089 13280575 12378062 794413 108100 184329 155730 28132 467 1582803 1498333 79017 5453 1230101 1129059 92192 8850 18992 18992 40675 40675 8132 8132 38041 38041 1661508 1636480 11795 13233 500 22 478 295580 211750 73577 10253 227163 18718 205300 3145 990355 941249 48275 831 527834 490304 35854 1676 30955 22536 8087 332 144266 122772 21043 451 690188 597710 91300 1178 118358 52330 65881 147 PROGRAM SUPPLIES 265432 265432 STAFF/CLIENT RELATIONS 65314 31408 33716 190 HR EXPENSES 59334 25 59309 92279 56776 35480 23 22216689 19875714 2186168 154807 2519811 3406315 255405 831801 3652225 3426051 50000 50000 216161 268940 152671 171039 16188066 7654797 9201596 8533269 2674181 2805499 119257 108164 425268 560289 19266575 20161367 2806391 3240773 4484369 4089949 25981 39916 7316741 7370638 X 11590842 12608580 358992 182149 11949834 12790729 19266575 20161367 759263 81632 0 X 0 1 X 1 0 X 444399 213544 388474 416613 484762 1947792 18258083 18682298 20655345 23070444 23104376 103770546 18702482 18895842 21043819 23487057 23589138 105718338 11410 12717 11540 14050 18345 68062 8398294 8223080 8403739 9234352 9069381 43328846 8409704 8235797 8415279 9248402 9087726 43396908 62321430 354284 293081 308184 309877 311528 1576954 354284 293081 308184 309877 311528 1576954 49362 42933 10000 10000 25000 137295 19106128 19231856 21362003 23806934 23925666 107432587 0.58010 0.57080 0.01470 0.01630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 8132 0 0 0 8132 0 PART II-B, LINE 1: BEACON GROUP PAID MEMBERSHIP DUES TO TWO ORGANIZATIONS THAT ENGAGE IN LOBBYING. THE PORTION OF THESE DUES ATTRIBUTABLE TO LOBBYING ARE REPORTED AT LINE 1(F). 1419112 1419112 11540346 5398377 6141969 1471288 1193462 277826 1757320 1062958 694362 8533269 DEFERRED COMPENSATION 39916 39916 X 24127262 81632 -38041 43591 24083671 -1107719 -1107719 22975952 23286367 1107719 1107719 22178648 38041 38041 22216689 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 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -38,041. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,107,719. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,107,719. X X X 0 0 0 0 0 0 0 0 0 GREG NATVIG PRESIDENT/CEO 209292 0 20915 0 0 0 6644 0 5925 0 242776 0 0 0 CHARLES TILLER VP OF REHAB SERVICES (THRU 02/28/20) 143941 0 10837 0 0 0 4437 0 6202 0 165417 0 0 0 DAVID JOHNSON VP OF BUSINESS OPERATIONS 151133 0 5692 0 0 0 3568 0 1096 0 161489 0 0 0 NATALYA BROWN CFO 137583 0 7584 0 0 0 4078 0 5991 0 155236 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 X 1 5988 FMV X SOFTWARE LICENSES 6559 107971 FMV X SPORTS TICKETS 10 69 FMV X GIFT CARDS 5 48 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. 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 4,000,000 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 AT CAMP WILLIAMS, UTAH, TO PROVIDE LANDSCAPING AND SNOW REMOVAL SERVICES WITH 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 1700 INDIVIDUALS WITH A WIDE VARIETY OF DISABILITIES DURING THE 2019-2020 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, 295 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 $10 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 40,000,000 RIVETS AND FASTENERS FOR A GLOBAL AEROSPACE COMPANY AND MANUFACTURED AND PACKAGED TENS OF THOUSANDS OF RODENT REPELLANT PRODUCTS FOR A CONSUMER PRODUCTS COMPANY, AMONG MANY OTHERS. 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 100,000 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 2,500,000 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 15A 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 22, 2019 FOR THE 2019 - 2020 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 APPROXIMATELY EVERY 3 YEARS SUMMARY FINANCIAL INFORMATION IS COMPILED AND 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 STREET TUCSON AZ 85705 SOCIAL SERVICES FOR THE DISABLED AZ 501(C)(4) N/A N/A 1 TETRA CORPORATION 308 W GLENN STREET 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