Civic Intelligence

Customized Options Nonprofit

EIN 75-3120238 • 501(c)3 • Oakdale, MN

Profile

To provide one-to-one individualized programing lowering the unemployment rate while raising the educational options for person's with autism or related abilities.

7447 4th St NOakdale, MN 55128-7052

www.customizedoptions.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.17x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M 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

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.8%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$727,694

Up $92,738 (+15%) from 2023

Liabilities

Down

$121,495

Down $2,327 (-1.9%) from 2023

Net Assets

Up

$606,199

Up $95,065 (+19%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin52nd percentile

Revenue

Up

$1,804,601

Up $130,511 (+7.8%) from 2023

Expenses

Up

$1,709,970

Up $68,026 (+4.1%) from 2023

Net Income

Up

$94,631

Up $62,485 (+194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $162,740Liabilities 2010: $90,145Net Assets 2010: $72,5952010Assets 2011: $178,862Liabilities 2011: $36,800Net Assets 2011: $142,0622011Assets 2012: $160,196Liabilities 2012: $21,071Net Assets 2012: $139,1252012Assets 2013: $154,245Liabilities 2013: $19,949Net Assets 2013: $134,2962013Assets 2014: $163,967Liabilities 2014: $26,120Net Assets 2014: $137,8472014Assets 2015: $186,473Liabilities 2015: $27,448Net Assets 2015: $159,0252015Assets 2016: $182,836Liabilities 2016: $36,039Net Assets 2016: $146,7972016Assets 2017: $185,605Liabilities 2017: $23,961Net Assets 2017: $161,6442017Assets 2018: $189,867Liabilities 2018: $34,245Net Assets 2018: $155,6222018Assets 2019: $244,399Liabilities 2019: $45,606Net Assets 2019: $198,7932019Assets 2020: $293,457Liabilities 2020: $45,502Net Assets 2020: $247,9552020Assets 2021: $468,963Liabilities 2021: $39,217Net Assets 2021: $429,7462021Assets 2022: $627,732Liabilities 2022: $149,197Net Assets 2022: $478,5352022Assets 2023: $634,956Liabilities 2023: $123,822Net Assets 2023: $511,1342023Assets 2024: $727,694Liabilities 2024: $121,495Net Assets 2024: $606,1992024

Highlighted filing

2024

Assets$727,694
Liabilities$121,495
Net Assets$606,199
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $543,8552010Revenue 2011: $620,769Expenses 2011: $551,302Net Income 2011: $69,4672011Expenses 2012: $724,2902012Revenue 2013: $730,817Expenses 2013: $735,646Net Income 2013: -$4,8292013Revenue 2014: $786,340Expenses 2014: $782,789Net Income 2014: $3,5512014Revenue 2015: $871,489Expenses 2015: $850,311Net Income 2015: $21,1782015Revenue 2016: $827,686Expenses 2016: $839,914Net Income 2016: -$12,2282016Revenue 2017: $843,407Expenses 2017: $828,560Net Income 2017: $14,8472017Revenue 2018: $830,828Expenses 2018: $836,850Net Income 2018: -$6,0222018Revenue 2019: $1,054,084Expenses 2019: $1,010,913Net Income 2019: $43,1712019Revenue 2020: $991,854Expenses 2020: $942,587Net Income 2020: $49,2672020Revenue 2021: $1,053,994Expenses 2021: $873,036Net Income 2021: $180,9582021Revenue 2022: $1,293,140Expenses 2022: $1,242,844Net Income 2022: $50,2962022Revenue 2023: $1,674,090Expenses 2023: $1,641,944Net Income 2023: $32,1462023Revenue 2024: $1,804,601Expenses 2024: $1,709,970Net Income 2024: $94,6312024

Highlighted filing

2024

Revenue$1,804,601
Expenses$1,709,970
Net Income$94,631
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$727,694
Liabilities
$121,495
Net assets
$606,199
Revenue
$1,804,601
Expenses
$1,709,970
Net income
$94,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.12$0.61$1.80$1.71$0.09
2023Summary only. Only limited summary data is available for this year.$0.63$0.12$0.51$1.67$1.64$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.15$0.48$1.29$1.24$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.04$0.43$1.05$0.87$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.05$0.25$0.99$0.94$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.05$0.20$1.05$1.01$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.03$0.16$0.83$0.84$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.02$0.16$0.84$0.83$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.04$0.15$0.83$0.84$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.03$0.16$0.87$0.85$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.14$0.79$0.78$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.13$0.73$0.74$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.02$0.14$0.72
2011Summary only. Only limited summary data is available for this year.$0.18$0.04$0.14$0.62$0.55$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.09$0.07$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$1,804,601
Mission and Program Overview

Mission

To build and support inclusive education and employment opportunities for all persons with autism and related developmental disabilities within their own community.

To provide one-to-one individualized programing lowering the unemployment rate while raising the educational options for person's with autism or related abilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$293,184$299,118▲ $5,934
Cash and Non-Interest-Bearing Accounts$107,502$227,731▲ $120,229
Accounts Receivable$149,474$144,221▼ $5,253
Investments in Publicly Traded Securities$11,464$12,437▲ $973
Prepaid Expenses and Deferred Charges$4,295$4,275▼ $20
Land, Buildings, and Equipment, Net$439$147▼ $292
Total Assets$634,956$727,694▲ $92,738
Other Assets Total$68,598$39,765▼ $28,833
Liabilities
Accounts Payable and Accrued Expenses$56,327$82,615▲ $26,288
Other Liabilities$67,495$38,880▼ $28,615
Total Liabilities$123,822$121,495▼ $2,327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,134$606,199▲ $95,065
Total Net Assets Fund Balance$511,134$606,199▲ $95,065
Total Liabilities and Net Assets / Fund Balance$634,956$727,694▲ $92,738

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$147$4,443$4,590
Equipment$0$1,301$1,301
Other Assets Org$37,316--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Barbara HeggeCEO/executive DirectorFT$87,135$87,135
John FergusonTreasurerFT$85,583$85,583

Board Members and Trustees

NameTitle
Gary UjifusaBoard Chair
Diane SchneiderBoard Secretary
Buddy FergusonMember
David LivdahlMember
Sam SheppherdMember
Revenue and Support

Revenue Composition

Contributions and Grants
$8,169
Program Service Revenue
$1,789,865
Investment Income
$6,567
Other Revenue
$0
All Other Contributions
$8,169
Change in Net Assets
$94,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,804,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$434
Total Revenue per Audited Statements
$1,805,035
Total Revenue per Form 990
$1,804,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,405,528
Other Expenses$304,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$901,242$123,744-$1,024,986
Current Officers, Directors, Trustees, and Key Employees-$172,718-$172,718
Other Employee Benefits$85,324$28,442-$113,766
Payroll Taxes$70,543$23,515-$94,058
Travel$91,695--$91,695
Insurance$5,796$32,843-$38,639
Fees for Services Accounting-$30,823-$30,823
Occupancy$12,272$18,407-$30,679
All Other Expenses$13,981$10,823-$24,804
Other Expenses$12,774$1,111-$13,885
Information Technology$2,587$457-$3,044
Depreciation Depletion$248$44-$292
Office Expenses$292--$292
Total Functional Expenses$1,263,528$446,442$0$1,709,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,709,970
Total Expenses per Audited Statements$1,709,970
Total Expenses per Form 990$1,709,970
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
St Lease Liabilities$30,881
Lt Lease Liabilities$7,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

“Form 990 is presented to the board of directors for approval before filing with the irs”

Form 990, Part VI, Section B, Line 12C

“An annual board meeting is held in which board members are required to disclose and comply with our policy on conflict of interest and whistleblower as noted in board minutes.”

Form 990, Part VI, Section B, Line 15

“The board of directors approves the executive director's and supervisors salaries and discusses the coming year's salaries at board meetings.”

Form 990, Part VI, Section C, Line 19

“Our governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Customized Options Nonprofit
EIN
75-3120238
Phone
6517028978
Address
7447 4TH ST N, OAKDALE, MN 55128-7052

Signing Officer

Name
Barbara Hegge
Title
Member
Phone
6517028978
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hegge
Formed
2005
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
5
Employees
59
Volunteers
7

Preparer

Firm
Bgm CPA LLC
Address
7900 INTERNATIONAL DR STE 800, BLOOMINGTON, MN 55425-1581
Preparer
Corey Edmunds
Phone
9528442500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have not been any changes in the oversight process.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes the organization qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and the comparable section of the minnesota income tax statutes. It has been classified as an organization that is not a private foundation under the internal revenue code and contributions by donors are tax deductible. During the year ended december 31, 2024 and 2023, the organization had no unrelated business income. Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization believes it is no longer subject to income tax examinations for years prior to 2021. Interest and penalties are classified as expense as incurred.”

Raw XML AppendixShowing 400 of 411 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/ActivityOrMissionDesc0TO PROVIDE ONE-TO-ONE INDIVIDUALIZED PROGRAMING LOWERING THE UNEMPLOYMENT RATE WHILE RAISING THE EDUCATIONAL OPTIONS FOR PERSON'S WITH AUTISM OR RELATED ABILITIES.
IRS990/AllOtherContributionsAmt08169
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IRS990/Desc0HIGHLIGHTS OF 2024WHO WE SERVED: WE SERVED THOSE WITH A DD WAIVER THROUGH OUR 245 D LICENSURE IN THE FOLLOWING CATEGORIES: IN HOME FAMILY SUPPORTS BOTH WITH AND WITHOUT TRAINING, RESPITE CARE, HOMEMAKER SERVICES, AND OVER NIGHT SUPERVISION. TRAINING AND SUPPORT WAS PROVIDED TO DIRECT SUPPORT STAFF TO ENSURE THOSE THEY SERVED WITH NEURODIVERSITY, AUTISM, DOWN SYNDROME, CEREBRAL PALSY AND OTHER RELATED ABILITIES WERE SERVED WITH CARE AND PROFESSIONALISM. PROGRAMMING AND SPECIAL ACCOMPLISHMENTSWE OFFERED AFTERNOON GROUP ACTIVITIES MONDAY THROUGH FRIDAY TO ALLOW INDIVIDUALS TO LEARN ABOUT NEW AREAS OF INTEREST TO THEM AND TO MEET UP WITH FRIENDS. SO MANY HAVE DEVELOPED LASTING AND MEANINGFUL FRIENDSHIPS WHILE ATTENDING THE GROUP ACTIVITIES. IT WAS A GREAT OPPORTUNITY TO WORK ON SOCIAL AND COMMUNICATION GOALS AS WELL. THE IDEAS FOR EACH GROUP ACTIVITY CAME FROM THE INDIVIDUALS SERVED WHO SHARED THEIR IDEAS OF THINGS THEY WANT TO DO AND LEARN. TRYING OUT NEW CRAFTS AND HOBBIES WAS THE FOCUS OF THIS GROUP. IRIS PAPER FOLDING WAS A FAVORITE. A UNIT ON LEARNING TO USE POWER TOOLS, HAMMERS AND PLIERS TAUGHT PARTICIPANTS HOW TO CREATE ART FROM BOTTLE CAPS AND SO MUCH MORE. SEWING WITH SHARON, EVERYONE LEARNED TO SEW SIMPLE STITCHES BY HAND BUT ALSO HOW TO USE THE SEWING MACHINE. DRUMMING WITH GARY, A LOCAL JAZZ MUSICIAN WAS A HIGHLIGHT OF THE WEEKLY GROUP ACTIVITIES. EVERYONE WAS GIVEN AN OPPORTUNITY TO COME UP AND DRUM ON HIS PROFESSIONAL DRUM SET. WHILE ONE PERSON WAS UP DRUMMING ON HIS SET THE REST OF THE GROUP DRUMMED AWAY ON BUCKETS WITH DRUMSTICKS. LEARNING TO READ AND IMPROVING READING SKILLS WAS AT THE TOP OF MANY OF OUR INDIVIDUAL SERVED GOALS AND IT WAS ACCOMPLISHED THIS PAST YEAR. ALMOST EVERYONE WHO WANTED TO IMPROVE HAS IMPROVED BY ONE GRADE LEVEL OR MORE. OUR CULTURE IMMERSION DAYS ALLOWED US TO TRY OUT THE FOOD, DANCE, CRAFTS, HISTORY, LANGUAGE, MUSIC OF THE COUNTRIES OF OUR INDIVIDUAL SERVED. WE EXPLORED NEPAL, UGANDA, ITALY, FRANCE, NORWAY AND SO MUCH MORE. EXPLORING NEW PLACES AND EXPERIENCING NEW OPPORTUNITIES HAD EVERYONE EXCITED TO ATTEND THE FRIDAY GROUP. SNOWSHOEING, HIKING, SKIING, TOURING HISTORIC SITES, TRYING OUR HAND AT SCIENCE, AND SO MUCH MORE WAS ACCOMPLISHED THIS PAST YEAR.
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IRS990/InvestmentIncomeGrp/ExclusionAmt06567
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06567
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011464
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012437
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05744
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0439
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0147
IRS990/LandBldgEquipCostOrOtherBssAmt05891
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ONE-TO-ONE INDIVIDUALIZED PROGRAMING LOWERING THE UNEMPLOYMENT RATE WHILE RAISING THE EDUCATIONAL OPTIONS FOR PERSON'S WITH AUTISM OR RELATED ABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0511134
IRS990/NetAssetsOrFundBalancesEOYAmt0606199
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0434
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0511134
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0606199
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018407
IRS990/OccupancyGrp/ProgramServicesAmt012272
IRS990/OccupancyGrp/TotalAmt030679
IRS990/OfficeExpensesGrp/ProgramServicesAmt0292
IRS990/OfficeExpensesGrp/TotalAmt0292
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt068598
IRS990/OtherAssetsTotalGrp/EOYAmt039765
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028442
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085324
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0113766
IRS990/OtherExpensesGrp/Desc0STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/Desc3BANK AND PAYROLL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11111
IRS990/OtherExpensesGrp/ProgramServicesAmt024424
IRS990/OtherExpensesGrp/ProgramServicesAmt119918
IRS990/OtherExpensesGrp/ProgramServicesAmt222432
IRS990/OtherExpensesGrp/ProgramServicesAmt312774
IRS990/OtherExpensesGrp/TotalAmt024424
IRS990/OtherExpensesGrp/TotalAmt123433
IRS990/OtherExpensesGrp/TotalAmt222432
IRS990/OtherExpensesGrp/TotalAmt313885
IRS990/OtherLiabilitiesGrp/BOYAmt067495
IRS990/OtherLiabilitiesGrp/EOYAmt038880
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123744
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0901242
IRS990/OtherSalariesAndWagesGrp/TotalAmt01024986
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023515
IRS990/PayrollTaxesGrp/ProgramServicesAmt070543
IRS990/PayrollTaxesGrp/TotalAmt094058
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04275
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01789865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01789865
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03466
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04772
IRS990/PYOtherExpensesAmt0300048
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01665852
IRS990/PYRevenuesLessExpensesAmt032146
IRS990/PYSalariesCompEmpBnftPaidAmt01341896
IRS990/PYTotalExpensesAmt01641944
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01674090
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt094631
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01789865
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0293184
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0299118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0152185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0324614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0586
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013289
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06479776
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96070
IRS990ScheduleA/PublicSupportPY170Pct00.97990
IRS990ScheduleA/PublicSupportTotal170Amt0324614
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156095
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0324614
IRS990ScheduleA/TotalSupportAmt0337903
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01301
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01301
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01709970
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0434
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02449
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt137316
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LEASE RIGHT OF USE ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0147
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04443
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030881
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17999
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ST LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LT LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0434
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01804601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE COMPARABLE SECTION OF THE MINNESOTA INCOME TAX STATUTES. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. DURING THE YEAR ENDED DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. INTEREST AND PENALTIES ARE CLASSIFIED AS EXPENSE AS INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0147
IRS990ScheduleD/TotalBookValueOtherAssetsAmt039765
IRS990ScheduleD/TotalExpensesPerForm990Amt01709970
IRS990ScheduleD/TotalLiabilityAmt038880
IRS990ScheduleD/TotalRevenuePerForm990Amt01804601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01805035
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01709970
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ANNUAL BOARD MEETING IS HELD IN WHICH BOARD MEMBERS ARE REQUIRED TO DISCLOSE AND COMPLY WITH OUR POLICY ON CONFLICT OF INTEREST AND WHISTLEBLOWER AS NOTED IN BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S AND SUPERVISORS SALARIES AND DISCUSSES THE COMING YEAR'S SALARIES AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE NOT BEEN ANY CHANGES IN THE OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0634956
IRS990/TotalAssetsEOYAmt0727694
IRS990/TotalAssetsGrp/BOYAmt0634956
IRS990/TotalAssetsGrp/EOYAmt0727694
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08169
IRS990/TotalEmployeeCnt059
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0446442
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01263528
IRS990/TotalFunctionalExpensesGrp/TotalAmt01709970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123822
IRS990/TotalLiabilitiesEOYAmt0121495
IRS990/TotalLiabilitiesGrp/BOYAmt0123822
IRS990/TotalLiabilitiesGrp/EOYAmt0121495
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0606199
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01263528
IRS990/TotalProgramServiceRevenueAmt01789865
IRS990/TotalReportableCompFromOrgAmt0172718
IRS990/TotalRevenueGrp/ExclusionAmt06567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01789865
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01804601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0634956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0727694
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt091695
IRS990/TravelGrp/TotalAmt091695
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07447 4TH ST N
IRS990/USAddress/CityNm0OAKDALE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0551287052
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOMIZED OPTIONS NONPROFIT
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0753120238
ReturnHeader/Filer/PhoneNum06517028978
ReturnHeader/Filer/USAddress/AddressLine1Txt07447 4TH ST N
ReturnHeader/Filer/USAddress/CityNm0OAKDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551287052
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200472826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 INTERNATIONAL DR STE 800

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