Civic Intelligence

Beacon - Independent Living Services

990 • Fiscal year 2020 • EIN 01-0642617

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 17, 2020

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

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$195,015

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,082,849

Up $145,914 (+16%) from 2019

Net Assets

Up

$995,756

Up $160,131 (+19%) from 2019

Liabilities

Down

$87,093

Down $14,217 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin57th percentile

Revenue

Up

$1,771,057

Up $35,786 (+2.1%) from 2019

Expenses

Up

$1,610,926

Up $45,887 (+2.9%) from 2019

Net Income

Down

$160,131

Down $10,101 (-5.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2020

Assets$1,082,849
Liabilities$87,093
Net Assets$995,756
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$1,771,057
Expenses$1,610,926
Net Income$160,131
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 17, 2020
Return Version
2019v5.1
Gross Receipts
$1,771,057
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
Rtn Earn Endowment Incm Other Fnds$835,625$995,756▲ $160,131
Land, Buildings, and Equipment, Net$620,653$610,370▼ $10,283
Cash and Non-Interest-Bearing Accounts$311,271$467,464▲ $156,193
Savings and Temporary Cash Investments$5,011$5,015▲ $4
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$936,935$1,082,849▲ $145,914
Liabilities
Unsecured Notes Loans Payable$100,000$75,000▼ $25,000
Accounts Payable and Accrued Expenses$1,310$12,093▲ $10,783
Total Liabilities$101,310$87,093▼ $14,217
Net Assets / Fund Balance
Total Net Assets Fund Balance$835,625$995,756▲ $160,131
Total Liabilities and Net Assets / Fund Balance$936,935$1,082,849▲ $145,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$360,092$13,160$373,252
Land$248,834-$248,834
Equipment$1,444$24,584$26,028
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John G WestExecutive DirectorFT$162,315$32,700$195,015

Board Members and Trustees

NameTitle
Monica EspositoBoard Member
Layne LecomteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240
Program Service Revenue
$1,770,813
Investment Income
$4
Other Revenue
$0
All Other Contributions
$240
Change in Net Assets
$160,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,518,591
Other Expenses$92,335
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$981,738$113,463-$1,095,201
Current Officers, Directors, Trustees, and Key Employees$102,506$102,505-$205,011
Other Employee Benefits$109,614$12,668-$122,282
Payroll Taxes$86,141$9,956-$96,097
All Other Expenses$10,338$3,598-$13,936
Depreciation Depletion$6,170$4,113-$10,283
Other Expenses$5,978$691-$6,669
Advertising$3,530$2,353-$5,883
Office Expenses$2,971$1,981-$4,952
Fees for Services Other$4,127--$4,127
Interest$2,363$1,575-$3,938
Fees for Services Accounting$1,566$1,043-$2,609
Insurance$639$74-$713
Total Functional Expenses$1,352,029$258,897$0$1,610,926
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
Business relationship with 35% controlled entity
No
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 11B

“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
2020-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John West
Formed
2003
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
51
Volunteers
0

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 800, SAN JOSE, CA 95113-1716
Preparer
Martita Emde
Phone
4082877911
Raw XML Appendix394 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/BOYAmt01310
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012093
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT ADULTS WITH DISABILITIES TO LIVE INDEPENDENTLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02353
IRS990/AdvertisingGrp/ProgramServicesAmt03530
IRS990/AdvertisingGrp/TotalAmt05883
IRS990/AllOtherContributionsAmt0240
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03598
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010338
IRS990/AllOtherExpensesGrp/TotalAmt013936
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08314771054
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 PARK AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOQUEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095073
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0311271
IRS990/CashNonInterestBearingGrp/EOYAmt0467464
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0102505
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0102506
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0205011
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0240
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04
IRS990/CYOtherExpensesAmt092335
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01770813
IRS990/CYRevenuesLessExpensesAmt0160131
IRS990/CYSalariesCompEmpBnftPaidAmt01518591
IRS990/CYTotalExpensesAmt01610926
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01771057
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04113
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06170
IRS990/DepreciationDepletionGrp/TotalAmt010283
IRS990/Desc0EDUCATE, TRAIN AND ASSIST DEVELOPMENTALLY DIASBLED ADULTS TO LIVE INDEPENDENTLY IN THE COMMUNITY OF THEIR CHOOSING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01352029
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01043
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01566
IRS990/FeesForServicesAccountingGrp/TotalAmt02609
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04127
IRS990/FeesForServicesOtherGrp/TotalAmt04127
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132700
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LAYNE LECOMTE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN G WEST
IRS990/Form990PartVIISectionAGrp/PersonNm2MONICA ESPOSITO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1162315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01771057
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt074
IRS990/InsuranceGrp/ProgramServicesAmt0639
IRS990/InsuranceGrp/TotalAmt0713
IRS990/InterestGrp/ManagementAndGeneralAmt01575
IRS990/InterestGrp/ProgramServicesAmt02363
IRS990/InterestGrp/TotalAmt03938
IRS990/InvestmentIncomeGrp/ExclusionAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037744
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0620653
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0610370
IRS990/LandBldgEquipCostOrOtherBssAmt0648114
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATE, TRAIN AND ASSIST DEVELOPMENTALLY DISABLED ADULTS TO LIVE INDEPENDENTLY IN THE COMMUNITY OF THEIR CHOOSING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0835625
IRS990/NetAssetsOrFundBalancesEOYAmt0995756
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01981
IRS990/OfficeExpensesGrp/ProgramServicesAmt02971
IRS990/OfficeExpensesGrp/TotalAmt04952
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012668
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0109614
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0122282
IRS990/OtherExpensesGrp/Desc0MILEAGE
IRS990/OtherExpensesGrp/Desc1WORKERS' COMPENSATION
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc3PAYROLL SERVICE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2691
IRS990/OtherExpensesGrp/ProgramServicesAmt015827
IRS990/OtherExpensesGrp/ProgramServicesAmt113557
IRS990/OtherExpensesGrp/ProgramServicesAmt24964
IRS990/OtherExpensesGrp/ProgramServicesAmt35978
IRS990/OtherExpensesGrp/TotalAmt015827
IRS990/OtherExpensesGrp/TotalAmt115124
IRS990/OtherExpensesGrp/TotalAmt28274
IRS990/OtherExpensesGrp/TotalAmt36669
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0981738
IRS990/OtherSalariesAndWagesGrp/TotalAmt01095201
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09956
IRS990/PayrollTaxesGrp/ProgramServicesAmt086141
IRS990/PayrollTaxesGrp/TotalAmt096097
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN WEST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01770813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01770813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt081
IRS990/PYOtherExpensesAmt0126481
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01735190
IRS990/PYRevenuesLessExpensesAmt0170232
IRS990/PYSalariesCompEmpBnftPaidAmt01438558
IRS990/PYTotalExpensesAmt01565039
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01735271
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0160131
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01770813
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0835625
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0995756
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05015
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01770813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01735130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01511131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01499001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01409475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07925550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0281
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt07927635
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01771053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01735190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01511131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01500001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01410260
IRS990ScheduleA/Total509Grp/TotalAmt07927635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01771057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01735271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01511244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01500061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01410283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07927916
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0360092
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013160
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0373252
IRS990ScheduleD/EquipmentGrp/BookValueAmt01444
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024584
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026028
IRS990ScheduleD/LandGrp/BookValueAmt0248834
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0248834
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0610370
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0162315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt032700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN G WEST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0195015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0936935
IRS990/TotalAssetsEOYAmt01082849
IRS990/TotalAssetsGrp/BOYAmt0936935
IRS990/TotalAssetsGrp/EOYAmt01082849
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0240
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0258897
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01352029
IRS990/TotalFunctionalExpensesGrp/TotalAmt01610926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0101310
IRS990/TotalLiabilitiesEOYAmt087093
IRS990/TotalLiabilitiesGrp/BOYAmt0101310
IRS990/TotalLiabilitiesGrp/EOYAmt087093
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0835625
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0995756
IRS990/TotalOtherCompensationAmt032700
IRS990/TotalProgramServiceExpensesAmt01352029
IRS990/TotalProgramServiceRevenueAmt01770813
IRS990/TotalReportableCompFromOrgAmt0162315
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01770813
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01771057
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0936935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01082849
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0100000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt075000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3621
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095063
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.BEACONILS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08314771054
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0217C16F4B0D940C54CCF713A35B92B69E0093937
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF8847215EC1740CF36D7C39A4930BBF4BF02174
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.236.90.6
ReturnHeader/FilingSecurityInformation/IPDt02020-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:25:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941668792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETRINOVICH PUGH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 WEST SANTA CLARA ST 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951131716
ReturnHeader/PreparerPersonGrp/PhoneNum04082877911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTITA EMDE
ReturnHeader/ReturnTs02020-12-17T12:27:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,082,849
Liabilities
$87,093
Net assets
$995,756
Revenue
$1,771,057
Expenses
$1,610,926
Net income
$160,131
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