2011-06-27T17:19:18-05:00 2010-09-30 BeachFleischman PC PO Box 64130 Tucson AZ 857284130 990 2009-10-01 860107976 Beacon Group SW Inc BEAC 5206224874 PO Box 50544 Tucson AZ 857031544 STEVEN R KING 5206224874 2011-06-20 1 Karen K McCloskey CPA 5203214600 2009 2016-02-24 21:20:13Z Steven R King PO Box 50544 Tucson AZ 857031544 11440343 0 X www.thebeacongroup.org X 1952 AZ Rehabilitation and training for people with disabilities and other barriers to employment. 15 15 680 0 4841 2264 259263 186982 9009746 8899134 174414 21081 346599 1215160 9790022 10322357 0 0 7299421 7664088 0 149840 2182712 2189869 9482133 9853957 307889 468400 13990461 14210137 7110560 7069348 6879901 7140789 Beacon Group provides work-related, personal and social programs that create opportunities for people with disabilities. 0 0 4174191 5227867 Tucson Rehabilitation: Despite funding cuts to a number of our clients with developmental disabilities last fiscal year, Beacon Group served a total of 2279 persons with a wide variety of disabilities in 2009-2010, a 5.4% increase over the previous year. Over 850 of these individuals received training, employment, or other services within our facility or at one of over 25 community worksites at local employers with whom Beacon Group has developed and fostered business partnerships. The remainder received testing, evaluation, counseling, expert witness services, job seeking/keeping skills training, and job development and placement services. Through our employment programs, last year Beacon Group clients earned nearly $1.3 million in wages and benefits. In addition, Beacon Group placed 180 persons with disabilities into employment during the fiscal year. 2002041 2168071 Production and shredding: Beacon Group performs sub-contract work for many local businesses each year. This work is a training and development vehicle for people with disabilities, and provides workers with a source of sustaining income. During the year, Beacon assembled over 25,000,000 aerospace rivets, and over a million mechanical assemblies for companies such as Alcoa, Precision Shooting Equipment, Schletter, Air Systems Components and Fisher Industries. Clients and staff processed 250,000 bulk mailing pieces and assembled 60,000 medical cables. Over 3,300,000 lbs of paper were shredded in our document destruction business (an average of 7 tons of paper per day) for over 400 shredding business customers and many individual customers. Beacon Group has over 25 community worksites providing assembly, vehicle washing, landscaping, recycling and other services at our customers' facilities. 868749 1162055 Custodial contracts: Beacon Group provides custodial services for a variety of customers including AbilityOne projects. We provide these services for approximately 1,000,000 square feet of combined office space. Our custodial services provide training and job opportunities for people with disabilities. AbilityOne projects require a 75% staffing ratio of people with disabilities. Beacon Group's staff ratio for these contracts is close to 85%. We have received top ratings for work at our largest project, the Federal Courthouse in Tucson. 412562 427767 Tetra Services-Phoenix Division: Beacon Group, dba Tetra Services provides pre-vocational career services to individuals with disabilities in the greater Phoenix area. Services include work adjustment training, computer skills training, GED preparation, job development, job placement, and job coaching for sustained employment. Tetra serves about 300 individuals annually with emphasis toward self-sufficiency and independence through work. In the last calendar year, Tetra realized a 50% increase in overall placements along with an increase in employment retention. 163330 185315 Southwest Rehabilitation Services 847761 532527 Beacon's Value Village: Value Village Thrift Store is at 2700 N. Stone Ave. 100% of the products we sell are donated by local households. Items can be dropped off at our store and we also offer free pick up. Value Village currently has 21 staff members, 9 clients (people with disabilities), 2 job coaches and 4 senior workers through a program sponsored by Pima Council on the Aging. One of the programs currently in use at Value Village is our laundry training program where clients learn to sort wash and prepare clothes for sale. The other work program for our clients is processing all the donations for sale in the store. The client's job duties also include stocking and displaying the products for sale. 1423653 1145609 8468634 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 680 1 1 1 0 0 0 0 0 0 0 0 1 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X X MICHELLE KROEGER CPA 5206224874 308 w glenn tucson AZ 85705 Dwight Whitley Jr 1.00 X X 0 0 0 Barbara Sadler 1.00 X X 0 0 0 Eugene Goldsmith 1.00 X 0 0 0 Alayne Greenberg 1.00 X 0 0 0 Catherene Morton 1.00 X 0 0 0 Dee O'Neill 1.00 X 0 0 0 Roger Stutz 1.00 X 0 0 0 Rick Williams MD 1.00 X 0 0 0 Barbara Eisele 1.00 X 0 0 0 Rosemary Marquez 1.00 X 0 0 0 Donald Peterson 1.00 X 0 0 0 Diane Frisch 1.00 X 0 0 0 Richard Rodriguez 1.00 X 0 0 0 Steven R King 40.00 X 200237 0 5429 Michelle Kroeger 40.00 X 81165 0 5771 Judy Wood 1.00 X 0 0 0 Lamonte Hunley 1.00 X 0 0 0 Chuck Tiller 40.00 X 112706 0 5047 Greg Natvig 40.00 X 123214 0 4996 517322 0 21243 3 0 1 0 0 186982 71109 186982 Tucson rehab 624310 5227867 5227867 Production & Shredding 624310 1363602 1363602 Custodial Contracts 624310 1162055 1162055 Value Village Thrift 624310 532528 532528 Phoenix Rehab 624310 427767 427767 185315 185315 8899134 15021 15021 410052 410052 410052 4841 405211 520675 9965 516325 8255 4350 1710 6060 6060 1397874 593406 804468 804468 MISCELLANEOUS 900099 640 640 640 10322357 9703602 4841 426932 313095 313095 6012501 5578887 326333 107281 131173 103397 25263 2513 578303 564483 6683 7137 629016 576207 43999 8810 18103 17922 181 55597 55039 558 7064 7064 83053 76443 5590 1020 58908 41634 6201 11073 199854 171647 26846 1361 8355 7190 1007 158 297857 272717 23533 1607 178530 164617 13324 589 29921 19412 9121 1388 341805 341805 570495 491002 74945 4548 145726 140198 4113 1415 PROGRAM SUPPLIES 146875 146875 STAFF/CLIENT RELATIONS 17395 16020 1295 80 FIRST AID 13868 13051 696 121 BAD DEBTS 6218 6218 10245 5675 4570 9853957 8468634 1235483 149840 413941 747537 157970 40005 390471 214093 1093144 977571 332029 367289 54438 68120 15268122 4442769 10997199 10825353 507357 700244 43912 269925 13990461 14210137 920513 904441 6200 6800 5501340 5182650 682507 975457 7110560 7069348 X 6848169 7097983 31732 42806 6879901 7140789 13990461 14210137 X 0 1 1 X 0 X 918144 785483 445523 259263 198522 2606935 918144 785483 445523 259263 198522 2606935 477308 2129627 103029 118104 131937 109794 425073 887937 29923 61170 39919 19623 640 151275 3646147 48989196 0.58410 0.73850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1250918 1250918 12064883 3086197 8978686 1952321 1356572 595749 10825353 interest rate swap liability 962587 Deferred Compensation 12870 975457 10322357 9853957 468400 -207512 -207512 260888 10988330 72567 72567 10915763 -593406 -593406 10322357 10447363 593406 593406 9853957 0 9853957 Part X: Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2 - FIN 48 (ASC) Footnote. Effective October 1, 2009, the Organization was required to adopt the revised provisions of ASC 740, relating to uncertain tax positions. These standards require 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 only subject to income taxes on UBTI as applicable. As a result, the Organization is required to file informational returns for federal and state purposes and, if it has UBTI, federal and state income tax returns. With limited exceptions, the Organization is no longer subject to tax examination for any years earlier than 2006 for federal and 2005 for state. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. Part XII, Line 4b - Other Adjustments: cost of goods sold: -593406. Part XIII, Line 2d - Other Adjustments: cost of goods sold: 593406. X X X X X 0 0 0 0 0 0 0 1 0 Steven R King 169901 0 8517 0 21819 0 0 0 5429 0 205666 0 0 0 Part I, Line 7 BONUS COMPENSATION may be awarded BASED ON goals for performance and significant benchmarks for achievements. X Computer Software 1 71109 Fair Market Value 0 1 0 Form 990, Part VI, Section B, line 11 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 to help Beacon Group Board members avoid conflicts of interest or the potential or appearance of such conflicts, Beacon Group requires that its Board members 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. Form 990, Part VI, Section B, line 15a The organization completed a rebuttable presumption checklist 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 on October 30th, 2009 for the 2009/10 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. Governing documents and conflict of interest policy are available upon request. the beacon foundation inc 308 w glenn tucson AZ 85705 social services for the disabled AZ 501(c)(4) n/a N/A TETRA CORPORATION 308 W GLENN TUCSON AZ 85705 860707977 SOCIAL SERVICES FOR THE DISABLED AZ N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0