Civic Intelligence

Customized Options Nonprofit

990 • Fiscal year 2014 • EIN 75-3120238

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization ProfileWWW.CUSTOMIZEDOPTIONS.ORG
2042 Wooddale Drive Suite 140Woodbury, MN 55125

(651) 702-8978

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.16x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$40,791

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

61st percentile

6.3%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

7.6%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$163,967

Up $9,722 (+6.3%) from 2013

Net Assets

Up

$137,847

Up $3,551 (+2.6%) from 2013

Liabilities

Up

$26,120

Up $6,171 (+31%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin42nd percentile

Revenue

Up

$786,340

Up $55,523 (+7.6%) from 2013

Expenses

Up

$782,789

Up $47,143 (+6.4%) from 2013

Net Income

Up

$3,551

Up $8,380 (+174%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$163,967
Liabilities$26,120
Net Assets$137,847
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$786,340
Expenses$782,789
Net Income$3,551
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$786,340
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$128,604$74,844▼ $53,760
Cash and Non-Interest-Bearing Accounts$18,073$73,406▲ $55,333
Prepaid Expenses and Deferred Charges-$4,578-
Savings and Temporary Cash Investments$3,534$3,537▲ $3
Land, Buildings, and Equipment, Net$3,434$2,450▼ $984
Total Assets$154,245$163,967▲ $9,722
Other Assets Total$600$5,152▲ $4,552
Liabilities
Accounts Payable and Accrued Expenses$19,949$26,120▲ $6,171
Total Liabilities$19,949$26,120▲ $6,171
Net Assets / Fund Balance
Unrestricted Net Assets$134,296$137,847▲ $3,551
Total Net Assets Fund Balance$134,296$137,847▲ $3,551
Total Liabilities and Net Assets / Fund Balance$154,245$163,967▲ $9,722

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$813$3,244$4,057
Other Land Buildings$1,637$909$2,546
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John FergusonDirector/employeeFT$40,791$40,791
Barbara HeggeExe. Direc/CEOFT$34,000$34,000

Board Members and Trustees

NameTitle
Thomas LivdahlBoard Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$786,306
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
All Other Contributions
$2,275
Change in Net Assets
$3,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$786,340
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,000
Total Revenue per Audited Statements
$792,340
Total Revenue per Form 990
$786,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$641,806
Other Expenses$140,372
Grants and Similar Amounts Paid$611
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$482,955$27,636-$510,591
Current Officers, Directors, Trustees, and Key Employees-$74,791-$74,791
Payroll Taxes$50,217$6,207-$56,424
Travel$52,874--$52,874
Insurance-$21,223-$21,223
Fees for Services Other-$15,515-$15,515
Fees for Services Accounting-$6,176-$6,176
Other Expenses$4,350$4,821-$4,350
Office Expenses$689$1,141-$1,830
Depreciation Depletion$984--$984
All Other Expenses$875--$875
Grants to Domestic Individuals$611--$611
Interest$332--$332
Total Functional Expenses$625,279$157,510$0$782,789

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$788,789
Expenses per Audited Statements$782,789
Total Expenses per Form 990$782,789
Expenses Not Reported on Form 990$6,000
Expenses Not Reported on Financial Statements$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, Line 2

“Thomas livdahl and barb hegge are cousins”

Form 990, Part VI, Section B, Line 11

“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
2042 WOODDALE DRIVE SUITE 140, WOODBURY, MN 55125

Signing Officer

Name
Barbara Hegge
Title
CEO/executive Director
Phone
6517028978
Signed
2015-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hegge
Formed
2005
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
1
Employees
52
Volunteers
1

Preparer

Firm
Boeckermann Grafstrom & Mayer LLC
Address
332 MINNESOTA STREET STE W-900, ST PAUL, MN 55101
Preparer
Cory Parnell
Phone
6512279431
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes were made to the oversight process.”

Raw XML Appendix353 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/BOYAmt019949
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026120
IRS990/AccountsReceivableGrp/BOYAmt0128604
IRS990/AccountsReceivableGrp/EOYAmt074844
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO BUILD AND SUPPORT INCLUSIVE EDUCATION AND EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITH AUTISM AND RELATED DEVELOPMENTAL DISABILITIES WITHIN THEIR OWN COMMUNITY.
IRS990/AddressChangeInd0X
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt02275
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0875
IRS990/AllOtherExpensesGrp/TotalAmt0875
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BARBARA HEGGE
IRS990/BooksInCareOfDetail/PhoneNum06517028978
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02042 WOODDALE DRIVE SUITE 140
IRS990/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt018073
IRS990/CashNonInterestBearingGrp/EOYAmt073406
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt074791
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt074791
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0786306
IRS990/CYGrantsAndSimilarPaidAmt0611
IRS990/CYInvestmentIncomeAmt034
IRS990/CYOtherExpensesAmt0140372
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03551
IRS990/CYSalariesCompEmpBnftPaidAmt0641806
IRS990/CYTotalExpensesAmt0782789
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0786340
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0984
IRS990/DepreciationDepletionGrp/TotalAmt0984
IRS990/Desc0CUSTOMIZED OPTIONS NONPROFIT IS DEDICATED TO SERVING ADULTS WITH AUTISM AND RELATED DISABILITIES, AS WELL AS INDIVIDUALS WHO CAN BENEFIT FROM OUR 1:1 EMPLOYMENT AND OTHER SUPPORTS IN THE COMMUNITY. DURING THE 2014 YEAR WE SERVED INDIVIDUALS WITH ASPERGER, AUTISM SPECTRUM DISORDER, AND RELATED DISABILITIES. WE OFFER PERSON CENTERED PROGRAMING THROUGH PERSONAL SUPPORTS AND SUPPORTED EMPLOYMENT AS WELL AS A COMBINATION PROGRAM. PROGRAMS ARE PROVIDED IN A 1:1 RATIO WITHIN AN INDIVIDUAL'S COMMUNITY. INDIVIDUALS ENGAGED IN SUPPORTED EMPLOYMENT WERE PAID MINIMUM WAGE OR HIGHER. IN ADDITION, THROUGH PERSONAL SUPPORTS WE OFFERED THE DISCOVERY PROCESS TO ENABLE INDIVIDUALS A WAY OF DETERMINING A CAREER PATH. EDUCATIONAL OPTIONS WERE AVAILABLE INCLUDING ASSISTING INDIVIDUALS WITH OBTAINING THEIR DRIVERS PERMIT AND COLLEGE ENTRANCE EXAMS. WE SERVED A TOTAL OF 46 INDIVIDUALS. *22 WITH PERSONAL SUPPORTS *9 WITH SUPPORTED EMPLOYMENT OF THOSE RECEIVING SUPPORTED EMPLOYMENT: 7 WERE SERVED IN PAID EMPLOYMENT 2 ENGAGED IN SELF EMPLOYMENT *15 WITH A BLENDED RATE OF PERSONAL SUPPORTS AND SUPPORTED EMPLOYMENT IN ADDITION TO THE HOURLY SERVICES, WE ALSO CHARGE FOR TRANSPORTATION ON A DAILY BASIS, WHICH IS NEEDED TO REIMBURSE STAFF FOR COSTS OF GAS AND AUTO MAINTENANCE. ONE CLIENT RECEIVED ONLY TRANSPORTATION ONE-WAY EACH DAY AND NO OTHER SERVICES. RATES: AVERAGE HOURLY RATE ACROSS ALL PROGRAMS: $16.22PERSONAL SUPPORTS: $3.94 PER 15 MIN (A UNIT)SUPPORTED EMPLOYMENT: $5.42 PER QUARTER UNITBLENDED PROGRAM: $17.24 PER HOUR (3 UNITS PERSONAL SUPPORTS AND 1 UNIT OF SUPPORTED EMPLOYMENT)
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt052
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0625279
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06176
IRS990/FeesForServicesAccountingGrp/TotalAmt06176
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015515
IRS990/FeesForServicesOtherGrp/TotalAmt015515
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt038.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA HEGGE
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS LIVDAHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt040791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt134000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXE. DIREC/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0784031
IRS990/GrantAmt0611
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0611
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0611
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0786340
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021223
IRS990/InsuranceGrp/TotalAmt021223
IRS990/InterestGrp/ProgramServicesAmt0332
IRS990/InterestGrp/TotalAmt0332
IRS990/InvestmentIncomeGrp/ExclusionAmt034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04153
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03434
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02450
IRS990/LandBldgEquipCostOrOtherBssAmt06603
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD AND SUPPORT INCLUSIVE EDUCATION AND EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITH AUTISM AND RELATED DEVELOPMENTAL DISABILITIES WITHIN THEIR OWN COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0134296
IRS990/NetAssetsOrFundBalancesEOYAmt0137847
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01141
IRS990/OfficeExpensesGrp/ProgramServicesAmt0689
IRS990/OfficeExpensesGrp/TotalAmt01830
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0600
IRS990/OtherAssetsTotalGrp/EOYAmt05152
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RECRUITING /HIRING COST
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/Desc2TELEPHONE/INTERNET
IRS990/OtherExpensesGrp/Desc3VOLUNTEER DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04821
IRS990/OtherExpensesGrp/ProgramServicesAmt017307
IRS990/OtherExpensesGrp/ProgramServicesAmt113899
IRS990/OtherExpensesGrp/ProgramServicesAmt2186
IRS990/OtherExpensesGrp/ProgramServicesAmt34350
IRS990/OtherExpensesGrp/TotalAmt017307
IRS990/OtherExpensesGrp/TotalAmt113899
IRS990/OtherExpensesGrp/TotalAmt25007
IRS990/OtherExpensesGrp/TotalAmt34350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027636
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0482955
IRS990/OtherSalariesAndWagesGrp/TotalAmt0510591
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06207
IRS990/PayrollTaxesGrp/ProgramServicesAmt050217
IRS990/PayrollTaxesGrp/TotalAmt056424
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04578
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0730428
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0508
IRS990/PYInvestmentIncomeAmt028
IRS990/PYOtherExpensesAmt0115031
IRS990/PYOtherRevenueAmt0361
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4829
IRS990/PYSalariesCompEmpBnftPaidAmt0620107
IRS990/PYTotalExpensesAmt0735646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0730817
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0786340
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03534
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0786306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0730428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0720018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0617711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0629516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03483979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0235
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt03483979
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0786306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0730428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0720018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0617711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0629516
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03483979
IRS990ScheduleA/TotalSupportAmt03484214
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt06000
IRS990ScheduleD/DonatedServicesUseFcltsAmt06000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0813
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03244
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04057
IRS990ScheduleD/ExpensesNotReportedAmt06000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0782789
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01637
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0909
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02546
IRS990ScheduleD/RevenueNotReportedAmt06000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0786340
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02450
IRS990ScheduleD/TotalExpensesPerForm990Amt0782789
IRS990ScheduleD/TotalRevenuePerForm990Amt0786340
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0792340
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0788789
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS LIVDAHL AND BARB HEGGE ARE COUSINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN 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/ExplanationTxt3THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S AND SUPERVISORS SALARIES AND DISCUSSES THE COMING YEAR'S SALARIES AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0154245
IRS990/TotalAssetsEOYAmt0163967
IRS990/TotalAssetsGrp/BOYAmt0154245
IRS990/TotalAssetsGrp/EOYAmt0163967
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0786306
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0157510
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0625279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0782789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019949
IRS990/TotalLiabilitiesEOYAmt026120
IRS990/TotalLiabilitiesGrp/BOYAmt019949
IRS990/TotalLiabilitiesGrp/EOYAmt026120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0134296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137847
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0625279
IRS990/TotalReportableCompFromOrgAmt074791
IRS990/TotalRevenueGrp/ExclusionAmt034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0786340
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163967
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt052874
IRS990/TravelGrp/TotalAmt052874
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0134296
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0137847
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02042 WOODDALE DRIVE SUITE 140
IRS990/USAddress/CityNm0WOODBURY
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055125
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOMIZED OPTIONS NONPROFIT
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0753120238
ReturnHeader/Filer/PhoneNum06517028978
ReturnHeader/Filer/USAddress/AddressLine1Txt02042 WOODDALE DRIVE SUITE 140
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200472826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOECKERMANN GRAFSTROM & MAYER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0332 MINNESOTA STREET STE W-900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055101
ReturnHeader/PreparerPersonGrp/PhoneNum06512279431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORY PARNELL
ReturnHeader/ReturnTs02015-08-21T10:50:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,967
Liabilities
$26,120
Net assets
$137,847
Revenue
$786,340
Expenses
$782,789
Net income
$3,551
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