2020-08-05T10:56:45-05:00 2019-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2018-10-01 860107976 BEACON GROUP INC BEAC 5206224874 PO BOX 50544 TUCSON AZ 857031544 GREGORY NATVIG PRESIDENT/CEO 5206224874 2020-08-03 1 KELLY L MELTZER CPA P00633511 5203214600 2020-08-03 64.128.200.66 2020-08-03 12:36:01 US P 0F300D8647C907CABC4B1FBCA3DFA0753870A940 30E46978D2C59AA32200D71C98AB2CF713052E80 2018 2020-09-23 17:36:50Z GREGORY NATVIG PO BOX 50544 TUCSON AZ 857031544 24664594 0 X WWW.BEACONGROUP.ORG X 1952 AZ WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES 12 12 1038 12 0 0 398475 426613 18860244 20891411 257100 76189 1059271 1356478 20575090 22750691 0 0 0 0 14786019 16806827 0 0 171646 5204028 5301471 19990047 22108298 585043 642393 18673109 19266575 7467325 7316741 11205784 11949834 X BEACON GROUP CREATES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. FOCUSING ON PROVIDING A WIDE ARRAY OF EMPLOYMENT OPTIONS, LAST YEAR BEACON HELPED 1,850 PEOPLE WITH DISABILITES WITH EMPLOYMENT AND RELATED SERVICES. 0 0 9892226 10511864 SEE SCHEDULE O. 6522152 7914382 SEE SCHEDULE O. 3469456 3593596 SEE SCHEDULE O. 19883834 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 1038 1 0 0 0 0 0 1 1 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 0 0 X NATALYA BROWN CFO 5206224874 308 W GLENN TUCSON AZ 85705 MYLISSA CARSTENS 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 KEITH GREGORY DIRECTOR 1.00 X 0 0 0 MIKE HERNANDEZ DIRECTOR 1.00 X 0 0 0 RENEE MORTON DIRECTOR 1.00 X 0 0 0 DEE O'NEILL DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS MD CHAIRMAN 1.00 X X 0 0 0 DWIGHT WHITLEY JR VICE CHAIRMAN 1.00 X X 0 0 0 JUDY MCDERMOTT SECRETARY 1.00 X X 0 0 0 JUDY WOOD TREASURER 1.00 X X 0 0 0 GREG NATVIG PRESIDENT/CEO 40.00 X 244205 0 12667 NATALYA BROWN CFO 40.00 X 143673 0 10154 CHARLES TILLER VP OF REHAB SERVICES 40.00 X 155556 0 10778 DAVID JOHNSON VP OF BUSINESS OPERATIONS 40.00 X 158309 0 2316 701743 0 35915 4 0 1 0 THE CENTERS FOR HABILITATION 215 W LODGE DRIVE TEMPE AZ 85283 CONTRACTOR 859863 RESOURCE MFG PO BOX 102332 ATLANTA GA 30368 TEMPORARY LABOR 405501 JP INDUSTRIES 2851 N COUNTRY CLUB ROAD TUCSON AZ 85716 CONTRACTOR 257034 3 426613 82312 426613 FACILITIES & EQUIPMENT SERVICES 624310 10511864 10511864 REHABILITATION 624310 7914382 7914382 PRODUCTION & DOCUMENT DESTRUCTION 624310 2465165 2465165 20891411 81830 81830 228047 0 228047 228047 228047 857660 856377 6924 1283 -6924 -5641 -5641 2179033 1050602 1128431 1128431 22750691 22019842 0 304236 716241 321465 394776 13242112 12390341 742581 109190 202270 179689 19425 3156 1370754 1296220 68334 6200 1275450 1179722 87220 8508 26367 26367 39525 39525 8066 8066 34225 34225 1605418 1577446 14985 12987 6766 463 6303 313753 226379 71406 15968 196075 18755 173950 3370 1061140 1018933 41299 908 529670 491886 36210 1574 45217 27391 16769 1057 156028 134689 20829 510 722040 625004 95699 1337 128209 62926 65098 185 PROGRAM SUPPLIES 247241 247241 STAFF AND CLIENT RELATI 79064 47048 31651 365 HR EXPENSES 63451 366 63085 ALL OTHER EXPENSES 39216 29804 9384 28 22108298 19883834 2052818 171646 2289081 2519811 275290 255405 3122671 3652225 50000 50000 228299 216161 163608 152671 16277256 7075660 9681087 9201596 2531967 2674181 130351 119257 200755 425268 18673109 19266575 2580473 2806391 4874446 4484369 12406 25981 7467325 7316741 X 11046769 11590842 159015 358992 11205784 11949834 18673109 19266575 642393 101657 0 X 0 1 X 1 0 X 299712 444399 213544 388475 416613 1762743 16616540 18258083 18682298 20655345 23070444 97282710 16916252 18702482 18895842 21043820 23487057 99045453 16975 11410 12717 11540 14050 66692 7143783 8398294 8223080 8403739 9234352 41403248 7160758 8409704 8235797 8415279 9248402 41469940 57575513 378110 354284 293081 308184 309877 1643536 378110 354284 293081 308184 309877 1643536 65521 49362 42933 10000 10000 177816 17359883 19106128 19231856 21362004 23806934 100866805 0.57080 0.55420 0.01630 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 8066 0 0 0 8066 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 11832179 5019110 6813069 1391011 1083043 307968 1634954 973507 661447 9201596 DEFERRED COMPENSATION 25981 25981 X 23868725 101657 -34225 67432 23801293 -1050602 -1050602 22750691 23124675 1050602 1050602 22074073 34225 34225 22108298 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 IS CLASSIFIED 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 -34,225. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,050,602. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,050,602. X X X 0 0 0 0 0 0 0 0 0 GREG NATVIG PRESIDENT/CEO 223859 0 20346 0 0 0 6284 0 6383 0 256872 0 0 0 NATALYA BROWN CFO 136453 0 7220 0 0 0 3979 0 6175 0 153827 0 0 0 CHARLES TILLER VP OF REHAB SERVICES 147666 0 7890 0 0 0 4362 0 6416 0 166334 0 0 0 DAVID JOHNSON VP OF BUSINESS OPERATIONS 150306 0 8003 0 0 0 1229 0 1087 0 160625 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 3839 FMV X SOFTWARE 1778 74547 FMV X OFFICE SUPPLIES 1 3670 FMV X GIFT CARDS 2 255 FMV 0 1 0 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 5,000,000 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 SNOW RENOWAL SERVICES WITH A COUPLE EMPLOYEES. THESE TFM CONTRACTS HAVE ALLOWED BEACON TO HIRE MANY PEOPLE WITH DISABILITIES, INCLUDING OVER A DOZEN VETERANS, AND SOME EMPLOYEES HAVE ADVANCED INTO COMPETITIVELY-PLACED POSITIONS WITHIN COMMERCIAL COMPANIES. FORM 990, PART III, LINE 4B: REHABILITATION: FOR BOTH SUPPORTED EMPLOYMENT AND JOB DEVELOPMENT AND PLACEMENT SERVICES FUNDED THROUGH THE REHABILITATION SERVICES ADMINISTRATION, BEACON GROUP WAS ABLE TO MAINTAIN ITS STATE-WIDE RECOGNIZED QUALITY OF SERVICES BY PLACING 358 INDIVIDUALS INTO COMPETITIVE, INTEGRATED EMPLOYMENT WHILE CONTINUING TO SERVE A SIGNIFICANT NUMBER OF INDIVIDUALS THROUGHOUT THE FISCAL YEAR. A TOTAL OF 2200 PERSONS WITH A WIDE VARIETY OF DISABILITIES WERE SERVED DURING 2018-2019, A SIGNIFICANT INCREASE. 1175 OF THESE INDIVIDUALS RECEIVED TRAINING, EMPLOYMENT, OR OTHER SERVICES WITHIN BEACON'S FACILITIES OR AT ONE OF OVER 50 COMMUNITY WORKSITES AT LOCAL EMPLOYERS WITH WHOM BEACON HAS DEVELOPED AND FOSTERED MUTUALLY BENEFICIAL BUSINESS PARTNERSHIPS. THE REMAINDER OF THE INDIVIDUALS SERVED RECEIVED JOB DEVELOPMENT AND PLACEMENT SERVICES TO ASSIST THEM IN FINDING AND MAINTAINING COMPETITIVE, INTEGRATED JOBS WITHIN THE LOCAL COMMUNITY. THROUGH THE ORGANIZATION'S EMPLOYMENT PROGRAMS, LAST YEAR BEACON CLIENTS EARNED $2.5 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 VIC WEST IMPORTS, 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 BEACON PRODUCTION FACILITY, PEOPLE HAVE A CHOICE OF OVER 15 JOBS TO WORK AT. 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 SHREDDING BUSINESS AND INDIVIDUAL CUSTOMERS. 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 16, 2018 FOR THE 2018 - 2019 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