Civic Intelligence

Beacon - Independent Living Services

990 • Fiscal year 2015 • EIN 01-0642617

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileWWW.BEACONILS.COM
PO Box 3621Santa Cruz, CA 95063

(831) 477-1054

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

33rd percentile

-2.3%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$146,821

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-6.2%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-6.7%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$454,241

Down $30,039 (-6.2%) from 2014

Net Assets

Down

$452,312

Down $31,968 (-6.6%) from 2014

Liabilities

Up

$1,929

Up $1,929 from 2014

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin33rd percentile

Revenue

Down

$1,375,593

Down $98,296 (-6.7%) from 2014

Expenses

Down

$1,407,561

Down $47,280 (-3.2%) from 2014

Net Income

Down

-$31,968

Down $51,016 (-268%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $388,635Liabilities 2011: $0Net Assets 2011: $388,6352011Assets 2012: $458,642Liabilities 2012: $0Net Assets 2012: $458,6422012Assets 2013: $465,232Liabilities 2013: $0Net Assets 2013: $465,2322013Assets 2014: $484,280Liabilities 2014: $0Net Assets 2014: $484,2802014Assets 2015: $454,241Liabilities 2015: $1,929Net Assets 2015: $452,3122015Assets 2016: $477,050Liabilities 2016: -$240Net Assets 2016: $477,2902016Assets 2017: $597,470Liabilities 2017: $2,160Net Assets 2017: $595,3102017Assets 2018: $667,378Liabilities 2018: $1,985Net Assets 2018: $665,3932018Assets 2019: $936,935Liabilities 2019: $101,310Net Assets 2019: $835,6252019Assets 2020: $1,082,849Liabilities 2020: $87,093Net Assets 2020: $995,7562020Assets 2021: $1,068,089Liabilities 2021: $13,038Net Assets 2021: $1,055,0512021Assets 2022: $1,118,775Liabilities 2022: $548Net Assets 2022: $1,118,2272022Assets 2023: $1,281,201Liabilities 2023: $3,124Net Assets 2023: $1,278,0772023Assets 2024: $1,581,326Liabilities 2024: $2,273Net Assets 2024: $1,579,0532024

Highlighted filing

2015

Assets$454,241
Liabilities$1,929
Net Assets$452,312
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,420,2462011Expenses 2012: $1,571,5122012Revenue 2013: $1,593,433Expenses 2013: $1,586,843Net Income 2013: $6,5902013Revenue 2014: $1,473,889Expenses 2014: $1,454,841Net Income 2014: $19,0482014Revenue 2015: $1,375,593Expenses 2015: $1,407,561Net Income 2015: -$31,9682015Revenue 2016: $1,409,498Expenses 2016: $1,384,518Net Income 2016: $24,9802016Revenue 2017: $1,500,061Expenses 2017: $1,382,041Net Income 2017: $118,0202017Revenue 2018: $1,511,244Expenses 2018: $1,441,161Net Income 2018: $70,0832018Revenue 2019: $1,735,271Expenses 2019: $1,565,039Net Income 2019: $170,2322019Revenue 2020: $1,771,057Expenses 2020: $1,610,926Net Income 2020: $160,1312020Revenue 2021: $1,338,700Expenses 2021: $1,279,405Net Income 2021: $59,2952021Revenue 2022: $1,544,895Expenses 2022: $1,481,719Net Income 2022: $63,1762022Revenue 2023: $1,700,879Expenses 2023: $1,541,029Net Income 2023: $159,8502023Revenue 2024: $2,104,038Expenses 2024: $1,812,880Net Income 2024: $291,1582024

Highlighted filing

2015

Revenue$1,375,593
Expenses$1,407,561
Net Income-$31,968
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$1,375,593
Mission and Program Overview

Mission

To educate, train and assist developmentally disabled adults to live independently in the community of their choosing.

To support adults with disabilities to live independently.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$225,982$226,005▲ $23
Cash and Non-Interest-Bearing Accounts$250,636$224,162▼ $26,474
Land, Buildings, and Equipment, Net$0$1,203▲ $1,203
Total Assets$484,280$454,241▼ $30,039
Other Assets Total$7,662$2,871▼ $4,791
Liabilities
Other Liabilities$0$1,929▲ $1,929
Total Liabilities$0$1,929▲ $1,929
Net Assets / Fund Balance
Unrestricted Net Assets$484,280$452,312▼ $31,968
Total Net Assets Fund Balance$484,280$452,312▼ $31,968
Total Liabilities and Net Assets / Fund Balance$484,280$454,241▼ $30,039

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,203$22,729$23,932
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John G WestExecutive DirectorFT$127,500$19,321$146,821

Board Members and Trustees

NameTitle
Brooke DavisBoard Member
Monica EspositoBoard Member
Layne LecomteCFO
Vicki NobleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$980
Program Service Revenue
$1,374,362
Investment Income
$23
Other Revenue
$228
All Other Contributions
$980
Change in Net Assets
$-31,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,288,949
Other Expenses$118,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$852,225$98,495-$950,720
Current Officers, Directors, Trustees, and Key Employees$73,410$73,411-$146,821
Other Employee Benefits$89,973$10,398-$100,371
Payroll Taxes$81,606$9,431-$91,037
Occupancy$6,768$10,152-$16,920
All Other Expenses$6,172$4,341-$10,513
Other Expenses$3,623$5,435-$9,058
Fees for Services Other$8,564--$8,564
Advertising$480$6,594-$7,074
Office Expenses-$3,227-$3,227
Fees for Services Accounting-$3,140-$3,140
Insurance$1,093$126-$1,219
Depreciation Depletion-$134-$134
Total Functional Expenses$1,175,378$232,183$0$1,407,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Simple Ira$1,935
Payroll Liabilities$-6
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy was provided to the executive director for review before it was filed.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Beacon - Independent Living Services
EIN
01-0642617
Phone
8314771054
Address
PO BOX 3621, SANTA CRUZ, CA 95063

Signing Officer

Name
John West
Title
Executive Director
Phone
8314771054
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John West
Formed
2003
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
38
Volunteers
0

Preparer

Firm
Armanino Llp
Address
740 FRONT STREET SUITE 365, SANTA CRUZ, CA 95060
Preparer
Frank Minuti
Phone
8314236500
Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01419798
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07508276
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01203
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022729
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023932
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-6
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SIMPLE IRA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01203
IRS990ScheduleD/TotalLiabilityAmt01929
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY WAS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0484280
IRS990/TotalAssetsEOYAmt0454241
IRS990/TotalAssetsGrp/BOYAmt0484280
IRS990/TotalAssetsGrp/EOYAmt0454241
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0980
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0232183
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01175378
IRS990/TotalFunctionalExpensesGrp/TotalAmt01407561
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01929
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01929
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0484280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0452312
IRS990/TotalOtherCompensationAmt019321
IRS990/TotalProgramServiceExpensesAmt01175378
IRS990/TotalProgramServiceRevenueAmt01374362
IRS990/TotalReportableCompFromOrgAmt0127500
IRS990/TotalRevenueGrp/ExclusionAmt023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01374590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01375593
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0484280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454241
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0484280
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0452312
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3621
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095063
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BEACONILS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08314771054
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACON - INDEPENDENT LIVING SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
ReturnHeader/Filer/EIN0010642617
ReturnHeader/Filer/PhoneNum08314771054
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3621
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095063
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0740 FRONT STREET SUITE 365
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095060
ReturnHeader/PreparerPersonGrp/PhoneNum08314236500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK MINUTI
ReturnHeader/ReturnTs02016-02-29T20:01:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$454,241
Liabilities
$1,929
Net assets
$452,312
Revenue
$1,375,593
Expenses
$1,407,561
Net income
-$31,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$2.10$1.81$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.70$1.54$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.54$1.48$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$1.34$1.28$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.09$1.00$1.77$1.61$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.10$0.84$1.74$1.57$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.51$1.44$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.50$1.38$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.41$1.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.38$1.41$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.47$1.45$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.59$1.59$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.42