Civic Intelligence

Beacon Group Inc

EIN 86-0107976 • 501(c)3 • Tucson, AZ

Profile

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.

308 W Glenn StTucson, AZ 85705

www.beacongroup.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.26x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.22x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

5.5%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

48th percentile

6.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Assets

Up

$25,313,470

Up $2,044,476 (+8.8%) from 2023

Liabilities

Up

$6,460,016

Up $148,691 (+2.4%) from 2023

Net Assets

Up

$18,853,454

Up $1,895,785 (+11%) from 2023

Revenue

Up

$29,337,493

Up $2,008,928 (+7.4%) from 2023

Expenses

Up

$27,717,766

Up $1,657,789 (+6.4%) from 2023

Net Income

Up

$1,619,727

Up $351,139 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $14,210,137Liabilities 2010: $7,069,348Net Assets 2010: $7,140,7892010Assets 2011: $14,606,593Liabilities 2011: $7,183,695Net Assets 2011: $7,422,8982011Assets 2012: $14,503,066Liabilities 2012: $6,901,273Net Assets 2012: $7,601,7932012Assets 2013: $15,993,532Liabilities 2013: $7,717,502Net Assets 2013: $8,276,0302013Assets 2014: $15,489,960Liabilities 2014: $6,970,155Net Assets 2014: $8,519,8052014Assets 2015: $16,135,457Liabilities 2015: $7,238,036Net Assets 2015: $8,897,4212015Assets 2016: $17,878,278Liabilities 2016: $7,429,413Net Assets 2016: $10,448,8652016Assets 2017: $18,220,926Liabilities 2017: $7,431,741Net Assets 2017: $10,789,1852017Assets 2018: $18,673,109Liabilities 2018: $7,467,325Net Assets 2018: $11,205,7842018Assets 2019: $19,266,575Liabilities 2019: $7,316,741Net Assets 2019: $11,949,8342019Assets 2020: $20,161,367Liabilities 2020: $7,370,638Net Assets 2020: $12,790,7292020Assets 2021: $22,203,870Liabilities 2021: $7,562,434Net Assets 2021: $14,641,4362021Assets 2022: $22,218,977Liabilities 2022: $6,625,106Net Assets 2022: $15,593,8712022Assets 2023: $23,268,994Liabilities 2023: $6,311,325Net Assets 2023: $16,957,6692023Assets 2024: $25,313,470Liabilities 2024: $6,460,016Net Assets 2024: $18,853,4542024

Highlighted filing

2024

Assets$25,313,470
Liabilities$6,460,016
Net Assets$18,853,454

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $9,853,9572010Expenses 2011: $10,319,3042011Expenses 2012: $11,182,9222012Revenue 2013: $16,396,122Expenses 2013: $16,069,776Net Income 2013: $326,3462013Revenue 2014: $16,689,248Expenses 2014: $16,710,941Net Income 2014: -$21,6932014Revenue 2015: $16,426,372Expenses 2015: $16,043,816Net Income 2015: $382,5562015Revenue 2016: $18,855,832Expenses 2016: $17,347,228Net Income 2016: $1,508,6042016Revenue 2017: $18,121,144Expenses 2017: $17,903,664Net Income 2017: $217,4802017Revenue 2018: $20,575,090Expenses 2018: $19,990,047Net Income 2018: $585,0432018Revenue 2019: $22,750,691Expenses 2019: $22,108,298Net Income 2019: $642,3932019Revenue 2020: $22,975,952Expenses 2020: $22,216,689Net Income 2020: $759,2632020Revenue 2021: $24,274,015Expenses 2021: $22,518,541Net Income 2021: $1,755,4742021Revenue 2022: $25,901,568Expenses 2022: $24,489,727Net Income 2022: $1,411,8412022Revenue 2023: $27,328,565Expenses 2023: $26,059,977Net Income 2023: $1,268,5882023Revenue 2024: $29,337,493Expenses 2024: $27,717,766Net Income 2024: $1,619,7272024

Highlighted filing

2024

Revenue$29,337,493
Expenses$27,717,766
Net Income$1,619,727

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.3$6.46$18.9$29.3$27.7$1.62
2023Detailed filing. Detailed filing data is available for this year.$23.3$6.31$17.0$27.3$26.1$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$6.63$15.6$25.9$24.5$1.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$7.56$14.6$24.3$22.5$1.76
2020Detailed filing. Detailed filing data is available for this year.$20.2$7.37$12.8$23.0$22.2$0.76
2019Detailed filing. Detailed filing data is available for this year.$19.3$7.32$11.9$22.8$22.1$0.64
2018Detailed filing. Detailed filing data is available for this year.$18.7$7.47$11.2$20.6$20.0$0.59
2017Detailed filing. Detailed filing data is available for this year.$18.2$7.43$10.8$18.1$17.9$0.22
2016Detailed filing. Detailed filing data is available for this year.$17.9$7.43$10.4$18.9$17.3$1.51
2015Detailed filing. Detailed filing data is available for this year.$16.1$7.24$8.90$16.4$16.0$0.38
2014Summary only. Only limited summary data is available for this year.$15.5$6.97$8.52$16.7$16.7$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$7.72$8.28$16.4$16.1$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$6.90$7.60$11.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$7.18$7.42$10.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$7.07$7.14$9.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 5, 2025
Return Version
2023v6.0
Gross Receipts
$33,686,280
Mission and Program Overview

Mission

Beacon group creates opportunities for people with disabilities. Focusing on providing a wide array of employment options, last year beacon helped 1,850 people with disabilites with employment and related services.

Work, personal, and social programs that create opportunities for people with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,518,562$7,431,407▼ $87,155
Accounts Receivable$5,811,104$6,645,683▲ $834,579
Cash and Non-Interest-Bearing Accounts$3,813,067$4,863,290▲ $1,050,223
Investments in Publicly Traded Securities$3,557,701$3,215,033▼ $342,668
Savings and Temporary Cash Investments$123,442$814,804▲ $691,362
Inventories for Sale or Use$856,861$564,577▼ $292,284
Prepaid Expenses and Deferred Charges$326,850$220,349▼ $106,501
Total Assets$23,268,994$25,313,470▲ $2,044,476
Other Assets Total$1,261,407$1,558,327▲ $296,920
Liabilities
Accounts Payable and Accrued Expenses$2,835,011$3,028,631▲ $193,620
Mortgage Notes Payable Secured by Investment Property$2,754,292$2,318,628▼ $435,664
Other Liabilities$722,022$1,112,757▲ $390,735
Total Liabilities$6,311,325$6,460,016▲ $148,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,857,817$18,853,454▲ $1,995,637
Net Assets With Donor Restrictions$99,852$0▼ $99,852
Total Net Assets Fund Balance$16,957,669$18,853,454▲ $1,895,785
Total Liabilities and Net Assets / Fund Balance$23,268,994$25,313,470▲ $2,044,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,992,293$6,739,839$11,732,132
Other Land Buildings$712,645$1,019,861$1,732,506
Equipment$341,246$1,320,611$1,661,857
Land$1,385,223-$1,385,223
Other Assets Org$751,494--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory NatvigPresident/CEO Thru 8/1/24FT$227,968$72,458$300,426
Natalya BrownCFO Thru 6/17/24, Pres/CEO 6/17/24FT$154,045$35,618$189,663
Robert BurrousVP of Business OperationsFT$160,058$23,284$183,342
Christopher McnamaraVP of Rehab ServicesFT$134,079$30,472$164,551
Christopher RichardsonSenior Program ManagerFT$131,914$7,352$139,266
Wendy Rosado-tothDirector of Human ResourcesFT$111,747$15,588$127,335
Mitch EskrittDirector of Marketing & DevelopmentFT$102,981$14,882$117,863
Bryan StevensDirector Quality, Risk, ComplianceFT$103,614$4,306$107,920

Board Members and Trustees

NameTitle
Jill Casson OwenChair
Eric KutscherVice Chair as of 5/31/2024
Judy McdermottVice Chair Through 5/31/2024
Aleah WeberDirector
Becky SegundoDirector
Brian LepkerDirector
Diane QuihuisDirector
Joan CasciariDirector
John HoggDirector
John KirklandDirector
Ruth WylieDirector
Shelly GlandonDirector
Zack WilliamsDirector
Holly GriffinCFO 7/8/24-8/23/24
Shifali ZimmerCFO as of 9/18/24
Michael HernandezSecretary
Brian PeuraTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Centers For HabilitationContractor215 W LODGE DRIVE, Tempe, AZ 85283$1,056,547
Source AmericaProfessional FeesPO BOX 79424, Baltimore, MD 21279$356,335
Jp Industries INCContractor2851 N COUNTRY CLUB RD, Tucson, AZ 85716$340,255
Revenue and Support

Revenue Composition

Contributions and Grants
$663,571
Program Service Revenue
$26,436,083
Investment Income
$223,271
Other Revenue
$2,014,568
All Other Contributions
$623,549
Change in Net Assets
$1,619,727

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$230,866Fair Market Value (FMV)
Securities Publicly Traded1$4,289Fair Market Value (FMV)
Other Non Cash Contri Table2$3,150Fair Market Value (FMV)
Clothing and Household Goods-$125Fair Market Value (FMV)
Total Noncash Contributions4$238,430-

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,270,762
Revenue Not Reported on Financial Statements
$-1,933,269
Revenue Not Reported on Form 990
$276,058
Other Revenue Adjustments
$-1,975,065
Total Revenue per Audited Statements
$31,546,820
Total Revenue per Form 990
$29,337,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,342,533
Other Expenses$6,375,233
Total Fundraising Expense$102,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,714,764$1,304,987$68,161$17,087,912
Fees for Services Other$1,661,816$53,580$186$1,715,582
Other Employee Benefits$1,542,161$64,328$4,575$1,611,064
Payroll Taxes$1,417,767$167,030$6,516$1,591,313
Depreciation Depletion$834,716$88,737$769$924,222
Occupancy$766,042$51,721$878$818,641
Travel$645,321$76,689$387$722,397
Current Officers, Directors, Trustees, and Key Employees-$621,435-$621,435
Information Technology$41,343$419,445$3,124$463,912
Pension Plan Contributions$427,242$1,046$2,521$430,809
Office Expenses$173,802$132,804$8,970$315,576
Insurance$77,388$91,200$132$168,720
Interest$107,217$7,936$135$115,288
Conferences and Meetings$33,010$32,322$476$65,808
Other Expenses$6,886$58,018$189$64,904
Fees for Services Accounting-$58,050-$58,050
Advertising$3,154$37,634$5,552$46,340
Fees for Service Investment Mgmnt Fees-$41,796-$41,796
Fees for Services Lobbying$24,012--$24,012
Fees for Services Legal-$18,479-$18,479
Total Functional Expenses$24,226,368$3,388,827$102,571$27,717,766

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$29,651,035
Total Expenses per Form 990$27,717,766
Expenses per Audited Statements$27,675,970
Expenses Not Reported on Form 990$1,975,065
Expenses Not Reported on Financial Statements$41,796
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jimmy Quihuis JrMr. Quihuis Is the Son of Board Director Diane Quihuis.EmployeeNo$12,620
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Obligations$492,346
Deferred Compensation$318,279
Operating Lease Obligations$302,132

Bond Issues

BondIssuerIssuedIssue PricePurpose
AThe Industrial Development Authority of the County of Pima Arizona2015-07-24$5,984,900Refinancing, acquisition of real property and equipment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,984,900$4,700,214-$90,748

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 of form 990 was reviewed by the audit and finance 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 senior management and to help beacon group board members and senior management avoid conflicts of interest or the potential of appearance of such conflicts, beacon group requires that its board members and senior management 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. If a conflict of interest is discovered, that person is prohibited from participating in the board's decision on the transaction and must abstain from voting.

Form 990, Part VI, Section B, Line 15

The organization completed a rebuttable presumption checklist for the president/ceo of beacon group that was provided by its independent accountant. The organization relied upon forms 990 of comparable organizations. The board of directors meets and reviews information and approves and authorizes the compensation package for the president/ceo annually in november for the subsequent calendar year. This was last done on november 22, 2024, for the 2025 calendar 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

Annual impact report contains some high level financial and program information and is made available on the organization's website. In addition, effort is made to keep guidestar.org updated with the appropriate financial information. Governing documents and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Beacon Group Inc
EIN
86-0107976
Phone
5206224874
Address
308 W GLENN ST, TUCSON, AZ 85705

Signing Officer

Name
Shifali Zimmer
Title
CFO
Phone
5206224874
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalya Brown
Formed
1952
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
1,086
Volunteers
15

Preparer

Firm
Beachfleischman Pllc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Kelly L Meltzer CPA
Phone
5203214600
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A:

Custodial, community work, and total facilities management services: beacon group provides custodial services for a variety of customers including the federal, state, and local governments, as well as various commercial companies. Custodial employees clean about 2.9m square feet of office and commercial space each day. Custodial services provide training and job opportunities for people with disabilities with choices of work settings and crew responsibilities. Beacon has over 70 additional worksites in communities across arizona that provide varied employment opportunities in services such as vehicle washing, landscape maintenance, assembly, packaging, warehousing, and fulfillment. Beacon also provides total facilities management (tfm) services on government abilityone contracts: first to the defense information systems agency (disa), joint interoperability test command (jitc) at fort huachuca, az, where 16 different individual administrative, facilities maintenance, and logistics tasks are performed; second at hill afb, utah, and randolph afb, texas, to provide equipment and facilities support; and third for the nsa at their utah data center operation in salt lake city, where landscaping and snow removal services are provided. These tfm contracts have allowed beacon to hire many people with disabilities, including over a dozen veterans.

FORM 990, PART III, LINE 4B:

Rehabilitation: beacon group served a total of 2,247 individuals with a wide variety of disabilities during the 2023-2024 fiscal year. These individuals received employment, job development, employment readiness, skills training, and/or day treatment services within beacon group's operations or at one of over 50 community worksites throughout our service areas with local employers. Of the individuals receiving job development and related services, we supported 503 placements into competitive integrated jobs. Through the organization's employment programs, it is estimated that individuals served by beacon group earned approximately $15.1 million in wages and benefits.

FORM 990, PART III, LINE 4C:

Production and document destruction: many companies, local, national, and even international, contract with beacon group to perform custom manufacturing, assembly, and packaging. This work is a training and development vehicle for people with disabilities and provides a source of sustaining income and many different employment choices. Beacon can handle everything from high-volume production to small custom-work runs. Beacon's custom wire and cable harness business serves many industries including medical device manufacturers, the mining industry, and others. Clients and staff assembled over 88 miles of cable assemblies last year. Within the beacon production facility, people with disabilities can choose to work at almost two dozen different jobs and tasks. Beacon's secure document destruction business processed over 1,800,000 pounds of paper and other media (an average of over 5 tons of materials per day) for over 1,500 customers, working for companies and individuals alike.

Financial Statement Notes

PART X, LINE 2:

Asc 740 financial statement footnote: the organization is exempt from income taxes under both federal internal revenue code section 501(c)(3) and arizona income tax laws, and qualifies as other than a private foundation under section 509(a)(2). Income from certain activities not directly related to the organization's tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (ubti). From time to time, the organization may be subject to penalties and interest assessed by various taxing authorities, which will be classified as general and administrative expenses, if they occur.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold -1,975,065.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 1,975,065.

Raw XML AppendixShowing 400 of 919 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO THRU 8/1/24
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO THRU 6/17/24, PRES/CEO 6/17/24
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF BUSINESS OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF REHAB SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF MARKETING & DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR QUALITY, RISK, COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO 7/8/24-8/23/24
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO AS OF 9/18/24
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE CHAIR THROUGH 5/31/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
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