BEACON GROUP INC (EIN 860107976) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

NATALYA BROWN

Phone

5206224874

Tax Period

2023-10-01 to 2024-09-30

BEACON GROUP INC, founded in 1952, is a mid-sized nonprofit in the Human Services sector that reported $29.3M in total revenue in fiscal year 2023. Expenses of $27.7M left a modest 6% surplus.

Mission

WORK, PERSONAL, AND SOCIAL PROGRAMS THAT CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $663,571

Program Service Revenue $26,436,083

Investment Income $223,271

Other Revenue $2,014,568

TOTAL REVENUE $29,337,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,342,533

Fundraising Expenses $102,571

Program Expenses $24,226,368

Other Expenses $6,375,233

TOTAL EXPENSES $27,717,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,337,493	$27,328,565	+0.1%
Expenses	$27,717,766	$26,059,977	+0.1%
Net Income	$1,619,727	$1,268,588	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1086

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$490,089

Total Directors

Key Employees

$183,342

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY NATVIG	PRESIDENT/CEO THRU 8/1/24	40.00	Officer	$262,863	$37,563	$300,426
NATALYA BROWN	CFO THRU 6/17/24, PRES/CEO 6/17/24	40.00	Officer	$169,466	$20,197	$189,663
ROBERT BURROUS	VP OF BUSINESS OPERATIONS	40.00	Key Emp	$169,146	$14,196	$183,342
CHRISTOPHER MCNAMARA	VP OF REHAB SERVICES	40.00	Highest	$145,917	$18,634	$164,551
CHRISTOPHER RICHARDSON	SENIOR PROGRAM MANAGER	40.00	Highest	$131,914	$7,352	$139,266
WENDY ROSADO-TOTH	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$111,747	$15,588	$127,335
MITCH ESKRITT	DIRECTOR OF MARKETING & DEVELOPMENT	40.00	Highest	$102,981	$14,882	$117,863
BRYAN STEVENS	DIRECTOR QUALITY, RISK, COMPLIANCE	40.00	Highest	$103,614	$4,306	$107,920
HOLLY GRIFFIN	CFO 7/8/24-8/23/24	40.00	Officer	$0	$0	$0
SHIFALI ZIMMER	CFO AS OF 9/18/24	40.00	Officer	$0	$0	$0
JOAN CASCIARI	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY GLANDON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOGG	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KIRKLAND	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LEPKER	DIRECTOR	1.00	Director	$0	$0	$0
DIANE QUIHUIS	DIRECTOR	1.00	Director	$0	$0	$0
BECKY SEGUNDO	DIRECTOR	1.00	Director	$0	$0	$0
ALEAH WEBER	DIRECTOR	1.00	Director	$0	$0	$0
ZACK WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RUTH WYLIE	DIRECTOR	1.00	Director	$0	$0	$0
JILL CASSON OWEN	CHAIR	1.00	Officer Director	$0	$0	$0
ERIC KUTSCHER	VICE CHAIR AS OF 5/31/2024	1.00	Officer Director	$0	$0	$0
JUDY MCDERMOTT	VICE CHAIR THROUGH 5/31/2024	1.00	Officer Director	$0	$0	$0
MICHAEL HERNANDEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN PEURA	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$29,337,493	$27,717,766	$25,313,470	$1,619,727
2023	$27,328,565	$26,059,977	$23,268,994	$1,268,588
2022	$25,901,568	$24,489,727	$22,218,977	$1,411,841
2021	$24,274,015	$22,518,541	$22,203,870	$1,755,474
2020	$22,975,952	$22,216,689	$20,161,367	$759,263
2019	$22,750,691	$22,108,298	$19,266,575	$642,393
2018	$20,575,090	$19,990,047	$18,673,109	$585,043

BEACON GROUP INC