Totals
- Total revenue
- $27,328,565
- Total expenses
- $26,059,977
- Contributions and grants received
- $816,504
- Grants paid
- $0
- Program service revenue
- $24,907,427
- Investment income
- $97,057
- Other revenue
- $1,507,577
- Total assets, end of year
- $23,268,994
- Total liabilities, end of year
- $6,311,325
- Net assets or fund balances, end of year
- $16,957,669
- Program services expenses (Part IX)
- $22,729,611
- Management and general expenses
- $3,234,122
- Fundraising expenses
- $96,244
- Program service expenses (Part III)
- $22,729,611
Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$174,003
-
1f · All other contributions, gifts and grants
$642,501
-
1g · Noncash contributions included above
$181,946
-
2a · Program service revenue: CUSTODIAL & TOTAL FACILITIES
total $13,312,779 · related or exempt $13,312,779
-
2b · Program service revenue: REHABILITATION
total $9,812,844 · related or exempt $9,812,844
-
2c · Program service revenue: PRODUCTION & DOCUMENT DESTRUCTION
total $1,781,804 · related or exempt $1,781,804
-
3 · Investment income
total $113,309 · excluded $113,309
-
6a · Gross rents
real property $233,823
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $233,823
-
6d · Net rental income or loss
total $233,823 · excluded $233,823
-
7a · Gross sales of assets other than inventory
securities $997,745 · other assets $26,410
-
7b · Less cost or other basis and sales expenses
securities $1,000,929 · other assets $39,478
-
7c · Gain or loss
securities -$3,184 · other assets -$13,068
-
7d · Net gain or loss
total -$16,252 · excluded -$16,252
-
10a · Gross sales of inventory
$2,796,624
-
10b · Cost of goods sold
$1,690,829
-
10c · Net income from sales of inventory
total $1,105,795 · related or exempt $1,105,795
-
11a · Other revenue: MISCELLANEOUS
total $167,959 · related or exempt $167,959
-
11e · Other revenue, total
$167,959
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $479,764 · management and general $479,764
-
7 · Other salaries and wages
total $16,144,129 · program services $14,722,753 · management and general $1,356,889 · fundraising $64,487
-
8 · Pension plan contributions
total $217,879 · program services $176,180 · management and general $40,186 · fundraising $1,513
-
9 · Other employee benefits
total $1,541,550 · program services $1,407,691 · management and general $129,354 · fundraising $4,505
-
10 · Payroll taxes
total $1,550,353 · program services $1,378,804 · management and general $165,469 · fundraising $6,080
-
11b · Fees: legal
total $11,753 · management and general $11,753
-
11c · Fees: accounting
total $48,125 · program services $3,995 · management and general $44,130
-
11d · Fees: lobbying
total $15,832 · program services $15,832
-
11f · Fees: investment management
total $40,782 · management and general $40,782
-
11g · Fees: other
total $1,567,713 · program services $1,552,850 · management and general $14,837 · fundraising $26
-
12 · Advertising and promotion
total $45,754 · program services $3,317 · management and general $35,261 · fundraising $7,176
-
13 · Office expenses
total $296,647 · program services $191,832 · management and general $97,711 · fundraising $7,104
-
14 · Information technology
total $416,795 · program services $46,436 · management and general $367,619 · fundraising $2,740
-
16 · Occupancy
total $827,434 · program services $772,289 · management and general $54,290 · fundraising $855
-
17 · Travel
total $767,929 · program services $711,231 · management and general $56,502 · fundraising $196
-
19 · Conferences, conventions and meetings
total $68,793 · program services $46,492 · management and general $21,986 · fundraising $315
-
20 · Interest
total $92,768 · program services $83,398 · management and general $9,219 · fundraising $151
-
22 · Depreciation, depletion and amortization
total $843,027 · program services $738,786 · management and general $103,504 · fundraising $737
-
23 · Insurance
total $144,764 · program services $66,793 · management and general $77,859 · fundraising $112
-
24a · Other expenses: PROGRAM SUPPLIES
total $695,159 · program services $695,159
-
24b · Other expenses: STAFF/CLIENT RELATIONS
total $136,610 · program services $78,456 · management and general $57,915 · fundraising $239
-
24c · Other expenses: HR EXPENSES
total $73,073 · program services $6,545 · management and general $66,528
-
24d · Other expenses: MISCELLANEOUS
total $33,344 · program services $30,772 · management and general $2,564 · fundraising $8
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,247,848 · end of year $3,813,067
-
2 · Savings and temporary cash investments
beginning of year $176,123 · end of year $123,442
-
4 · Accounts receivable
beginning of year $4,858,726 · end of year $5,811,104
-
8 · Inventories for sale or use
beginning of year $695,602 · end of year $856,861
-
9 · Prepaid expenses and deferred charges
beginning of year $225,448 · end of year $326,850
-
10a · Land, buildings and equipment: cost or other basis
$16,005,433
-
10b · Land, buildings and equipment: accumulated depreciation
$8,486,871
-
10c · Land, buildings and equipment, net
beginning of year $8,168,521 · end of year $7,518,562
-
11 · Investments: publicly traded securities
beginning of year $3,361,853 · end of year $3,557,701
-
15 · Other assets
beginning of year $484,856 · end of year $1,261,407
-
17 · Accounts payable and accrued expenses
beginning of year $3,201,173 · end of year $2,835,011
-
21 · Escrow or custodial account liability
beginning of year $7,749 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $3,176,569 · end of year $2,754,292
-
25 · Other liabilities
beginning of year $239,615 · end of year $722,022
-
27 · Net assets without donor restrictions
beginning of year $15,271,862 · end of year $16,857,817
-
28 · Net assets with donor restrictions
beginning of year $322,009 · end of year $99,852
Mission and programs · 2022
Mission
BEACON GROUP CREATES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. FOCUSING ON PROVIDING A WIDE ARRAY OF EMPLOYMENT OPTIONS, LAST YEAR BEACON HELPED 2,270 PEOPLE WITH DISABILITIES WITH EMPLOYMENT AND RELATED SERVICES.
Activities or mission (Part I)
WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES
-
CUSTODIAL, COMMUNITY WORK, AND TOTAL FACILITIES MANAGEMENT SERVICES - SEE SCHEDULE O.
Expenses $12,273,240 · Revenue $13,480,739
-
REHABILITATION - SEE SCHEDULE O.
Expenses $7,836,901 · Revenue $9,812,844
-
PRODUCTION AND DOCUMENT DESTRUCTION - SEE SCHEDULE O.
Expenses $2,619,470 · Revenue $2,887,598
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gregory NatvigGREGORY NATVIG
PRESIDENT/CEO
- Total calculated
- $291,477
- From this org
- $261,350
- From related orgs
- $0
- Other
- $30,127
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,073
- Bonus
- $35,277
- Other
- $0
- Deferred
- $24,054
- Nontaxable benefits
- $6,073
- Filer's total
- $291,477
-
Natalya BrownNATALYA BROWN
CFO
- Total calculated
- $178,808
- From this org
- $159,678
- From related orgs
- $0
- Other
- $19,130
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,578
- Bonus
- $12,100
- Other
- $0
- Deferred
- $13,203
- Nontaxable benefits
- $5,927
- Filer's total
- $178,808
-
Christopher McNamaraCHRISTOPHER MCNAMARA
VP OF REHAB SERVICES
- Total calculated
- $155,975
- From this org
- $137,627
- From related orgs
- $0
- Other
- $18,348
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,119
- Bonus
- $10,508
- Other
- $0
- Deferred
- $11,483
- Nontaxable benefits
- $6,865
- Filer's total
- $155,975
-
David JohnsonDAVID JOHNSON
FORMER VP OF BUSINESS OPERATIONS
- Total calculated
- $137,028
- From this org
- $124,084
- From related orgs
- $0
- Other
- $12,944
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,084
- Bonus
- $0
- Other
- $0
- Deferred
- $7,218
- Nontaxable benefits
- $5,726
- Filer's total
- $137,028
-
Christopher RichardsonCHRISTOPHER RICHARDSON
SENIOR PROGRAM MANAGER
- Total calculated
- $127,084
- From this org
- $121,093
- From related orgs
- $0
- Other
- $5,991
- Hours/week
- 40
-
Wendy Rosado-TothWENDY ROSADO-TOTH
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $121,941
- From this org
- $106,952
- From related orgs
- $0
- Other
- $14,989
- Hours/week
- 40
-
Joan CasciariJOAN CASCIARI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maura Clark-IngleMAURA CLARK-INGLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John HoggJOHN HOGG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric KutscherERIC KUTSCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian LepkerBRIAN LEPKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Renee MortonCATHERINE RENEE MORTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky SegundoBECKY SEGUNDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aleah WeberALEAH WEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zack WilliamsZACK WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth WylieRUTH WYLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane QuihuisDIANE QUIHUIS
CHAIR THROUGH 1/1/23
- Total calculated
- $0
- Hours/week
- 1
-
Rick WilliamsRICK WILLIAMS
CHAIR 1/1/23 - 5/31/23
- Total calculated
- $0
- Hours/week
- 1
-
Jill Casson OwenJILL CASSON OWEN
CHAIR AS OF 5/31/23
- Total calculated
- $0
- Hours/week
- 1
-
Judy McDermottJUDY MCDERMOTT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael HernandezMICHAEL HERNANDEZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Brian PeuraBRIAN PEURA
TREASURER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE BEACON FOUNDATION INC
501(C)(4) · INACTIVE · AZ · controlled entity
Directly controlled by BEACON GROUP INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
TETRA CORPORATION
C · SOCIAL SERVICES FOR THE DISABLED · AZ · 100% owned · controlled entity
Directly controlled by BEACON GROUP INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421429349301422
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.