Civic Intelligence

Beacon - Independent Living Services

990 • Fiscal year 2016 • EIN 01-0642617

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 17, 2017

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

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$144,325

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

2.5%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$477,050

Up $22,809 (+5.0%) from 2015

Net Assets

Up

$477,290

Up $24,978 (+5.5%) from 2015

Liabilities

Down

-$240

Down $2,169 (-112%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin49th percentile

Revenue

Up

$1,409,498

Up $33,905 (+2.5%) from 2015

Expenses

Down

$1,384,518

Down $23,043 (-1.6%) from 2015

Net Income

Up

$24,980

Up $56,948 (+178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$477,050
Liabilities-$240
Net Assets$477,290
Open 2016 Filing

Operations Trend

Revenue Growth49th 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

2016

Revenue$1,409,498
Expenses$1,384,518
Net Income$24,980
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 17, 2017
Return Version
2015v3.0
Gross Receipts
$1,409,498
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
Cash and Non-Interest-Bearing Accounts$224,162$241,375▲ $17,213
Savings and Temporary Cash Investments$226,005$226,027▲ $22
Prepaid Expenses and Deferred Charges-$4,510-
Land, Buildings, and Equipment, Net$1,203$936▼ $267
Total Assets$454,241$477,050▲ $22,809
Other Assets Total$2,871$4,202▲ $1,331
Liabilities
Accounts Payable and Accrued Expenses$1,929$-240▼ $2,169
Total Liabilities$1,929$-240▼ $2,169
Net Assets / Fund Balance
Unrestricted Net Assets$452,312$477,290▲ $24,978
Total Net Assets Fund Balance$452,312$477,290▲ $24,978
Total Liabilities and Net Assets / Fund Balance$454,241$477,050▲ $22,809

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$936$22,996$23,932
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John G WestExecutive DirectorFT$125,000$19,325$144,325

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$785
Program Service Revenue
$1,408,690
Investment Income
$23
Other Revenue
$0
All Other Contributions
$785
Change in Net Assets
$24,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,260,526
Other Expenses$123,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$833,696$96,353-$930,049
Current Officers, Directors, Trustees, and Key Employees$72,162$72,163-$144,325
Other Employee Benefits$87,437$10,105-$97,542
Payroll Taxes$79,430$9,180-$88,610
Occupancy$6,768$10,152-$16,920
Advertising$440$13,047-$13,487
Fees for Services Other$13,017--$13,017
All Other Expenses$3,129$4,577-$7,706
Other Expenses$4,699$543-$5,242
Fees for Services Accounting-$3,295-$3,295
Office Expenses-$2,879-$2,879
Insurance$1,330$152-$1,482
Depreciation Depletion-$267-$267
Total Functional Expenses$1,155,231$229,287$0$1,384,518
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
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
2017-02-17
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
40
Volunteers
0

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 830, SAN JOSE, CA 95113-1716
Preparer
David Doolin
Phone
4082877911
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -2.”

Raw XML Appendix366 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01929
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0-240
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT ADULTS WITH DISABILITIES TO LIVE INDEPENDENTLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt013047
IRS990/AdvertisingGrp/ProgramServicesAmt0440
IRS990/AdvertisingGrp/TotalAmt013487
IRS990/AllOtherContributionsAmt0785
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04577
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03129
IRS990/AllOtherExpensesGrp/TotalAmt07706
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEACON - INDEPENDENT LIVING SERVICE
IRS990/BooksInCareOfDetail/PhoneNum08314771054
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04610 W WALNUT SUITE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOQUEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095073
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0224162
IRS990/CashNonInterestBearingGrp/EOYAmt0241375
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt072163
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt072162
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0144325
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0785
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023
IRS990/CYOtherExpensesAmt0123992
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01408690
IRS990/CYRevenuesLessExpensesAmt024980
IRS990/CYSalariesCompEmpBnftPaidAmt01260526
IRS990/CYTotalExpensesAmt01384518
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01409498
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0267
IRS990/DepreciationDepletionGrp/TotalAmt0267
IRS990/Desc0EDUCATED, TRAINED AND ASSISTED DEVELOPMENTALLY DIASBLED ADULTS TO LIVE INDEPENDENTLY IN THE COMMUNITY OF THEIR CHOOSING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt040
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01155231
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03295
IRS990/FeesForServicesAccountingGrp/TotalAmt03295
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt013017
IRS990/FeesForServicesOtherGrp/TotalAmt013017
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt219325
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LAYNE LECOMTE
IRS990/Form990PartVIISectionAGrp/PersonNm1BROOKE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN G WEST
IRS990/Form990PartVIISectionAGrp/PersonNm3MONICA ESPOSITO
IRS990/Form990PartVIISectionAGrp/PersonNm4VICKI NOBLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01409498
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0152
IRS990/InsuranceGrp/ProgramServicesAmt01330
IRS990/InsuranceGrp/TotalAmt01482
IRS990/InvestmentIncomeGrp/ExclusionAmt023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022996
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01203
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0936
IRS990/LandBldgEquipCostOrOtherBssAmt023932
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE, TRAIN AND ASSIST DEVELOPMENTALLY DISABLED ADULTS TO LIVE INDEPENDENTLY IN THE COMMUNITY OF THEIR CHOOSING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0452312
IRS990/NetAssetsOrFundBalancesEOYAmt0477290
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010152
IRS990/OccupancyGrp/ProgramServicesAmt06768
IRS990/OccupancyGrp/TotalAmt016920
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02879
IRS990/OfficeExpensesGrp/TotalAmt02879
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02871
IRS990/OtherAssetsTotalGrp/EOYAmt04202
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010105
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087437
IRS990/OtherEmployeeBenefitsGrp/TotalAmt097542
IRS990/OtherExpensesGrp/Desc0MILEAGE
IRS990/OtherExpensesGrp/Desc1WORKERS' COMP
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PAYROLL SERVICE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02297
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14277
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2543
IRS990/OtherExpensesGrp/ProgramServicesAmt030397
IRS990/OtherExpensesGrp/ProgramServicesAmt119876
IRS990/OtherExpensesGrp/ProgramServicesAmt22850
IRS990/OtherExpensesGrp/ProgramServicesAmt34699
IRS990/OtherExpensesGrp/TotalAmt030397
IRS990/OtherExpensesGrp/TotalAmt122173
IRS990/OtherExpensesGrp/TotalAmt27127
IRS990/OtherExpensesGrp/TotalAmt35242
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt096353
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0833696
IRS990/OtherSalariesAndWagesGrp/TotalAmt0930049
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09180
IRS990/PayrollTaxesGrp/ProgramServicesAmt079430
IRS990/PayrollTaxesGrp/TotalAmt088610
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04510
IRS990/PrincipalOfficerNm0JOHN WEST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01408690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01408690
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0980
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023
IRS990/PYOtherExpensesAmt0118612
IRS990/PYOtherRevenueAmt0228
IRS990/PYProgramServiceRevenueAmt01374362
IRS990/PYRevenuesLessExpensesAmt0-31968
IRS990/PYSalariesCompEmpBnftPaidAmt01288949
IRS990/PYTotalExpensesAmt01407561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01375593
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt024980
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01408690
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226005
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0226027
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01895
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01409475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01374362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01477148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01593417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01642329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07496731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0135
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt07498626
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01410260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01375342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01477148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01593417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01642459
IRS990ScheduleA/Total509Grp/TotalAmt07498626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01410283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01375365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01477164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01593433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01642516
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07498761
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0936
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022996
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023932
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0936
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/ExplanationTxt2ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0454241
IRS990/TotalAssetsEOYAmt0477050
IRS990/TotalAssetsGrp/BOYAmt0454241
IRS990/TotalAssetsGrp/EOYAmt0477050
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0785
IRS990/TotalEmployeeCnt040
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0229287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01155231
IRS990/TotalFunctionalExpensesGrp/TotalAmt01384518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01929
IRS990/TotalLiabilitiesEOYAmt0-240
IRS990/TotalLiabilitiesGrp/BOYAmt01929
IRS990/TotalLiabilitiesGrp/EOYAmt0-240
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0452312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0477290
IRS990/TotalOtherCompensationAmt019325
IRS990/TotalProgramServiceExpensesAmt01155231
IRS990/TotalProgramServiceRevenueAmt01408690
IRS990/TotalReportableCompFromOrgAmt0125000
IRS990/TotalRevenueGrp/ExclusionAmt023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01408690
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01409498
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0454241
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0477050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0452312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0477290
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08314771054
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-17
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/PreparerFirmEIN0941668792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETRINOVICH PUGH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 WEST SANTA CLARA ST 830
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951131716
ReturnHeader/PreparerPersonGrp/PhoneNum04082877911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DOOLIN
ReturnHeader/ReturnTs02017-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,050
Liabilities
-$240
Net assets
$477,290
Revenue
$1,409,498
Expenses
$1,384,518
Net income
$24,980
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits