2019-08-14T14:06:44-05:00 2018-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2017-10-01 860107976 BEACON GROUP INC BEAC 5206224874 PO BOX 50544 TUCSON AZ 857031544 NATALYA BROWN CFO 5206224874 2019-08-13 1 MONICA A VERA CPA P01456278 5203214600 2019-08-13 64.128.200.66 2019-08-13 11:20:51 US P 100786DC4CA6AC734CEB2D953EA696EF9CD62243 8D176FDB9A9846D98182556421F389029B96F31F 2017 2019-02-21 02:37:17Z GREGORY NATVIG PO BOX 50544 TUCSON AZ 857031544 23409262 0 X WWW.BEACONGROUP.ORG X 1952 AZ BEACON GROUP PROVIDES WORK-RELATED, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. 12 12 839 13 0 0 233544 398475 16659609 18860244 76083 257100 1151908 1059271 18121144 20575090 0 0 0 0 12839841 14786019 0 0 147836 5063823 5204028 17903664 19990047 217480 585043 18220926 18673109 7431741 7467325 10789185 11205784 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 3607264 3522515 PRODUCTION AND DOCUMENTATION DESTRUCTION: BEACON GROUP PERFORMSSUBCONTRACT MANUFACTURING AND SHREDDING WORK FOR THOUSANDS OF ORGANIZATIONS OF ALL SIZES EACH YEAR. THIS WORK IS A TRAINING VEHICLE FOR PEOPLE WITH DISABILITIES, PROVIDES GREATER EMPLOYMENT CHOICE OPTIONS, AND CONTRIBUTES TO FINANCIAL SUSTAINABILITY FOR BEACON. ON AVERAGE, DURING THE LAST YEAR, BEACON ASSEMBLED OVER 47,000,000 AEROSPACE RIVETS FOR ALCOA AND OVER A MILLION MECHANICAL ASSEMBLIES FOR COMPANIES SUCH AS VENTANA MEDICAL SYSTEMS, AIRTRONICS, ECOBLUE, BONDED LOGIC, VIC WEST IMPORTS AND MANY OTHERS. BEACON WORKERS ASSEMBLED OVER 100,000 CABLE DEVICES. IN OUR DOCUMENT DESTRUCTION BUSINESS, OVER 2,850,000 POUNDS OF PAPER AND HUNDREDS OF COMPUTERS AND HARD DRIVES WERE DESTROYED (AN AVERAGE OF 5.5 TONS OF MATERIALS PER DAY) FOR OVER 1,600 SHREDDING BUSINESS AND INDIVIDUAL CUSTOMERS. BEACON GROUP IS ONE OF TWO EXCLUSIVE PROVIDERS OF DOCUMENT AND MEDIA DESTRUCTION SERVICES TO THE STATE OF ARIZONA. WITHIN OUR BEACON GROUP PRODUCTION FACILITY, PEOPLE HAVE A CHOICE OF OVER 15 JOBS TO WORK AT. 5938721 7504394 REHABILITATION: THROUGH SUPPORTED EMPLOYMENT, JOB DEVELOPMENT, AND PLACEMENT SERVICES, WHICH IS PARTIALLY FUNDED THROUGH THE REHABILITATION SERVICES ADMINISTRATION, BEACON GROUP WAS ABLE TO MAINTAIN ITS STATE-WIDE RECOGNIZED QUALITY OF SERVICES. IN 2017-2018 BEACON SERVED NEARLY 1,850 PERSONS WITH A WIDE VARIETY OF DISABILITIES IN VARIOUS EMPLOYMENT DEVELOPMENT CAPACITIES, A 32% INCREASE. MANY OF THE PEOPLE SERVED BY BEACON'S REHABILITATION PROGRAMS RECEIVED TRAINING, EMPLOYMENT, OR OTHER SERVICES WITHIN OUR FACILITIES, OR AT ONE OF OVER 80 COMMUNITY WORKSITES AT LOCAL EMPLOYERS. 270 INDIVIDUALS WERE PLACED INTO COMPETITIVE, INTEGRATED EMPLOYMENT OUTSIDE OF BEACON GROUP. BEACON PROVIDES JOB COACHING TO OVER 400 INDIVIDUALS AS PART OF JOB DEVELOPMENT AND PLACEMENT SERVICES TO AID IN FINDING AND MAINTAINING JOBS WITHIN LOCAL COMMUNITIES. BEACON GROUP HAS DEVELOPED AND FOSTERED THOUSANDS OF MUTUALLY BENEFICIAL BUSINESS PARTNERSHIPS THROUGH OUR EMPLOYMENT PROGRAMS. LAST YEAR BEACON GROUP CLIENTS EARNED $2.2 MILLION IN WAGES AND BENEFITS. 8222433 8645257 FACILITIES AND EQUIPMENT SERVICES: BEACON GROUP PROVIDES CUSTODIAL SERVICES FOR A VARIETY OF CUSTOMERS INCLUDING ABILITYONE PROJECTS FOR APPROXIMATELY 5,000,000 SQUARE FEET OF COMBINED COMMERCIAL SPACE. OUR CUSTODIAL SERVICES PROVIDE TRAINING AND JOB OPPORTUNITIES FOR PEOPLE WITH DISABILITIES WITH CHOICES OF WORK SETTINGS AND CREW RESPONSIBILITIES. BEACON GROUP HAS ANOTHER 80 WORKSITES IN THE COMMUNITY ACROSS ARIZONA THAT PROVIDE VARIED EMPLOYMENT OPPORTUNITIES IN SERVICES SUCH AS: VEHICLE WASHING, LANDSCAPE MAINTENANCE, PAINT RECYCLING, ASSEMBLY, PACKAGING, WAREHOUSING AND FULFILLMENT. BEACON GROUP CONTINUES TO PROVIDE FACILITIES MANAGEMENT (FM) SERVICES ON TWO 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; AND SECOND AT HILL AFB, UTAH, TO PROVIDE EQUIPMENT AND FACILITIES SUPPORT, WHERE OVER 20 PEOPLE ARE EMPLOYED. THESE FM CONTRACTS HAVE ALLOWED US TO HIRE MANY PEOPLE WITH DISABILITIES, INCLUDING OVER 10 VETERANS. 17768418 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 13 0 1 839 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X 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 JUDY MCDERMOTT DIRECTOR 1.00 X 0 0 0 CATHERINE MORTON DIRECTOR 1.00 X 0 0 0 DEE O'NEILL DIRECTOR 1.00 X 0 0 0 DWIGHT WHITLEY JR CHAIRMAN 1.00 X X 0 0 0 BARBARA SADLER VICE CHAIRMAN 1.00 X X 0 0 0 RICK WILLIAMS MD 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 208796 0 24569 NATALYA BROWN CFO 40.00 X 134314 0 9197 CHARLES TILLER VP OF REHAB SERVICES 40.00 X 144881 0 11363 DAVID JOHNSON VP OF BUSINESS OPERATIONS 40.00 X 117571 0 1080 605562 0 46209 4 0 1 0 THE CENTERS FOR HABILITATION 215 W LODGE DRIVE TEMPE AZ 85283 SUBCONTRACTOR 825087 INDUSTRIAL SOLAR 4729 E SUNRISE DRIVE 387 TUCSON AZ 85718 CONTRACTOR 561201 DIDLAKE 8641 BREEDEN AVENUE MANASSAS VA 20110 SUBCONTRACTOR 448757 BARKER CONTRACTING 2127 E SPEEDWAY 101 TUCSON AZ 85719 CONTRACTOR 285534 JP INDUSTRIES 2851 N COUNTRY CLUB ROAD TUCSON AZ 85716 SUBCONTRACTOR 234247 8 398475 121873 398475 TUCSON REHABILIATION 624310 6222180 6222180 FEDERAL TOTAL FACILITIES MGMT 624310 3986617 3986617 TUCSON CUSTODIAL & CWS 624310 3034806 3034806 PRODUCTION 624310 2712472 2712472 PHOENIX CUSTODIAL & CWS 624310 1621955 1621955 1282214 1282214 18860244 77226 77226 230958 0 230958 230958 230958 2036664 10595 1867385 0 169279 10595 179874 179874 1778709 966787 811922 811922 MISCELLANEOUS 900099 16391 16391 16391 20575090 19672166 0 504449 384364 384364 11883208 11051176 735737 96295 153895 143324 10159 412 1272746 1203512 62683 6551 1091806 1001256 83146 7404 21433 21433 36550 11063 25471 16 266 266 30992 30992 1745228 1724416 3633 17179 7285 1328 2567 3390 192142 111278 70431 10433 244925 40270 203962 693 938188 887233 50137 818 433834 397050 36391 393 44428 27477 15378 1573 162723 127400 34749 574 680200 551071 127656 1473 122929 60199 62528 202 PROGRAM SUPPLIES 361614 361614 HR EXPENSES 76231 76231 STAFF AND CLIENT RELATI 54763 30584 23782 397 BAD DEBTS 22546 22546 27751 15355 12363 33 19990047 17768418 2073793 147836 2205417 2289081 284193 275290 2778268 3122671 50000 50000 231675 228299 158378 163608 16243105 6562018 9587262 9681087 2482971 2531967 141445 130351 301317 200755 18220926 18673109 2505905 2580473 4764410 4874446 161426 12406 7431741 7467325 X 10688241 11046769 100944 159015 10789185 11205784 18220926 18673109 585043 -168444 0 X 0 1 X 1 0 X 112323 299712 444399 213544 388475 1458453 17200783 16616540 18258083 18682298 20655345 91413049 17313106 16916252 18702482 18895842 21043820 92871502 7300 16975 11410 12717 11540 59942 8202153 7143783 8398294 8223080 8403739 40371049 8209453 7160758 8409704 8235797 8415279 40430991 52440511 242030 378110 354284 293081 308184 1575689 242030 378110 354284 293081 308184 1575689 11883 65521 49362 42933 10000 179699 17567019 17359883 19106128 19231856 21362004 94626890 0.55420 0.53410 0.01670 0.01760 X 0 0 0 0 0 1 266 0 0 0 266 0 PART II-B, LINE 1: BEACON GROUP PAID MEMBERSHIP DUES TO A 501(C)(4) ORGANIZATION. PER THE MEMBERSHIP INVOICE, A PORTION OF THESE DUES WERE ATTRIBUTABLE TO LOBBYING ACTIVITIES, WHICH IS THE AMOUNT REPORTED AT LINE 1(F). 1605112 1605112 11793287 4787733 7005554 1329163 962051 367112 1515543 812234 703309 9681087 DEFERRED COMPENSATION 12406 12406 X 21423155 -168444 49722 -118722 21541877 -966787 -966787 20575090 21006556 49722 966787 1016509 19990047 0 19990047 PART X, LINE 2: FIN 48 (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). GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE ORGANIZATION IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -966,787. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 966,787. X X X 0 0 0 0 0 0 0 0 0 GREG NATVIG PRESIDENT/CEO 198796 0 10000 0 0 0 18292 0 6277 0 233365 0 0 0 CHARLES TILLER VP OF REHAB SERVICES 137204 0 7677 0 0 0 5086 0 6277 0 156244 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 4265 FMV X SOFTWARE 1169 107058 FMV X OFFICE FURNITURE 3 10000 FMV X OFFICE SUPPLIES 1 500 FMV X GIFT CARDS 4 50 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AND RESTATED AS OF APRIL 23, 2018. THE SIGNIFICANT CHANGE TO THE BYLAWS WAS THE NUMBER OF TERMS THAT A DIRECTOR IS ALLOWED TO SERVE. EACH TERM IS THREE YEARS AND A DIRECTOR MAY NOW ONLY SERVE FOR TWO CONSECUTIVE TERMS. A DIRECTOR CAN BE REELECTED AFTER TWO YEARS BUT WILL STILL BE SUBJECT TO THE TWO CONSECUTIVE TERM LIMIT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS REVIEWED BY THE AUDIT 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 10, 2017 FOR THE 2017 - 2018 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