Civic Intelligence

Customized Options Nonprofit

990 • Fiscal year 2016 • EIN 75-3120238

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 05, 2017

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

70th percentile

0.20x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

36th percentile

-1.5%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$50,266

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-5.0%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$182,836

Down $3,637 (-2.0%) from 2015

Net Assets

Down

$146,797

Down $12,228 (-7.7%) from 2015

Liabilities

Up

$36,039

Up $8,591 (+31%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin36th percentile

Revenue

Down

$827,686

Down $43,803 (-5.0%) from 2015

Expenses

Down

$839,914

Down $10,397 (-1.2%) from 2015

Net Income

Down

-$12,228

Down $33,406 (-158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$182,836
Liabilities$36,039
Net Assets$146,797
Open 2016 Filing

Operations Trend

Revenue Growth33rd 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

2016

Revenue$827,686
Expenses$839,914
Net Income-$12,228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$827,686
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
Cash and Non-Interest-Bearing Accounts$91,525$110,927▲ $19,402
Accounts Receivable$78,577$59,792▼ $18,785
Prepaid Expenses and Deferred Charges$5,693$4,893▼ $800
Savings and Temporary Cash Investments$3,343$2,946▼ $397
Land, Buildings, and Equipment, Net$1,678$1,025▼ $653
Total Assets$186,473$182,836▼ $3,637
Other Assets Total$5,657$3,253▼ $2,404
Liabilities
Accounts Payable and Accrued Expenses$27,448$36,039▲ $8,591
Total Liabilities$27,448$36,039▲ $8,591
Net Assets / Fund Balance
Unrestricted Net Assets$159,025$146,797▼ $12,228
Total Net Assets Fund Balance$159,025$146,797▼ $12,228
Total Liabilities and Net Assets / Fund Balance$186,473$182,836▼ $3,637

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$115$3,942$4,057
Other Land Buildings$910$1,636$2,546
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John FergusonDirector/employeeFT$50,266$50,266
Barbara HeggeExe. Direc/CEOFT$43,600$43,600

Board Members and Trustees

NameTitle
Thomas LivdahlBoard Chair
Christopher McardleDirector
Lindsey JentschDirector
Victoria WatsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$827,630
Program Service Revenue
$0
Investment Income
$56
Other Revenue
$0
All Other Contributions
$2,404
Change in Net Assets
$-12,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$827,686
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$827,686
Total Revenue per Form 990
$827,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$629,437
Other Expenses$210,477
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$483,134--$483,134
Current Officers, Directors, Trustees, and Key Employees-$93,866-$93,866
Travel$63,745--$63,745
Payroll Taxes$44,047$8,390-$52,437
Insurance-$25,454-$25,454
Fees for Services Accounting-$19,768-$19,768
Fees for Services Other-$19,248-$19,248
Occupancy$18,442--$18,442
All Other Expenses$6,055--$6,055
Other Expenses$5,489--$5,489
Office Expenses$161$3,266-$3,427
Depreciation Depletion$653--$653
Total Functional Expenses$669,922$169,992$0$839,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$839,914
Total Expenses per Audited Statements$839,914
Total Expenses per Form 990$839,914
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
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 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 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
2042 WOODDALE DRIVE SUITE 140, WOODBURY, MN 55125

Signing Officer

Name
Barbara Hegge
Title
CEO/executive Director
Phone
6517028978
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hegge
Formed
2005
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
4
Employees
56
Volunteers
1

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes were made to the oversight process.”

Raw XML Appendix375 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 BUILD AND SUPPORT INCLUSIVE EDUCATION AND EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITH AUTISM AND RELATED DEVELOPMENTAL DISABILITIES WITHIN THEIR OWN COMMUNITY.
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IRS990/Desc0CUSTOMIZED OPTIONS NONPROFIT FOUNDED IN 2005 HAS STAYED TRUE TO ITS' MISSION "TO PROVIDE ONE-TO-ONE INDIVIDUALIZED PROGRAMING LOWERING THE UNEMPLOYMENT RATE WHILE RAISING THE EDUCATIONAL OPTIONS FOR PERSON'S WITH AUTISM OR RELATED ABILITIES."CUSTOMIZED OPTIONS PROUDLY SERVED 52 INDIVIDUALS DIRECTLY WITHIN THEIR OWN COMMUNITIES. THROUGHOUT THE 2016 YEAR WE SERVED 18 INDIVIDUALS WITH PERSONAL SUPPORT PROGRAMMING, 13 INDIVIDUALS WITH SUPPORTED EMPLOYMENT AND 20 INDIVIDUALS WITH A COMBINATION OF SUPPORTED EMPLOYMENT. EACH PERSON SERVED WAS PROVIDED A ONE-TO-ONE STAFFING PERSON WHO ASSISTED WITH PERSON CENTERED PLANNING AND IMPLEMENTATION OF THE DESIRED GOALS. GOALS WERE SET BY THE INDIVIDUAL SERVED IN A WIDE RANGE OF AREAS INCLUDING: PAID EMPLOYMENT- INDIVIDUALS SERVED WERE PROVIDED ASSISTANCE WITH LOCATING, SECURING AND MAINTAINING PAID EMPLOYMENT FOR MINIMUM WAGE OR HIGHER. MOST EMPLOYED INDIVIDUALS WERE MAKING ON AVERAGE $1 MORE THAN MINIMUM WAGE. JOBS WERE IN AREAS OF THE PERSON'S INTEREST AND SKILLS. MOST INDIVIDUALS SERVED WERE THE ONLY OR FIRST INDIVIDUALS HIRED FOR THE COMPANY WITH AUTISM OR A RELATED ABILITY. ENTREPRENEURSHIP- INDIVIDUALS SERVED WHO WANTED TO START OR MAINTAIN THEIR OWN BUSINESS WERE PROVIDED SERVICES TO ASSIST WITH ALL ASPECTS OF THE BUSINESS FROM START UP TO MAINTAINING. INDIVIDUALS WERE PROVIDED ASSISTANCE WITH SELLING THEIR PRODUCTS BY CREATING WEBSITES AND ATTENDING COMMUNITY EVENTS. JOB TRIALS- INDIVIDUALS SERVED PARTICIPATED IN JOB TRIALS IN WHICH THEY HAD AN OPPORTUNITY TO TRY OUT THE JOB TO SEE IF IT WAS A GOOD MATCH FOR THEM AND THE EMPLOYER.VOLUNTEERING- INDIVIDUALS SERVED WERE PROVIDED ASSISTANCE IN ALL ASPECTS OF LOCATING, OBTAINING AND MAINTAINING THEIR VOLUNTEER POSITIONS. POSITIONS WERE SELECTED BASED ON THE PERSON'S INTERESTS. EDUCATION- INDIVIDUALS SERVED WERE ASSISTED WITH ATTENDING COLLEGE OR COMMUNITY CLASSES FOR THOSE INTERESTED. OTHERS WORKED ONE-ON-ONE WITH THEIR STAFF TO LEARN NEW SKILLS OR IMPROVE ON EXISTING ONES SUCH AS: READING, WRITING, MATH, SCIENCE, SOCIAL STUDIES, ETC.COMMUNICATION- SKILLS IN AFFECTIVELY COMMUNICATING WANTS AND NEEDS WERE PROVIDE TO THOSE WHO DESIRED TO IMPROVE ON THEIR SKILLS. COORDINATION BETWEEN SPEECH AND LANGUAGE PATHOLOGIST WAS PROVIDED. SOCIAL SKILLS- INDIVIDUALS SERVED WERE PROVIDED STAFFING TO ASSIST WITH DEVELOPING SOCIAL SKILLS DIRECTLY WITHIN THEIR COMMUNITY WHILE ENGAGING IN COMMUNITY ACTIVITIES. GROSS AND FINE MOTORS- GROSS AND FINE MOTOR SKILLS WERE WORKED ON THROUGH INDIVIDUAL NEEDS WITH A ONE-TO-ONE STAFF AS WELL AS COORDINATION BETWEEN THERAPISTS.TRANSPORTATION - THE FOLLOWING FORMS OF TRANSPORTATION WERE PROVIDED: USE OF STAFF'S VEHICLE, RIDE SHARE, METRO MOBILITY AND PUBLIC TRANSIT.ONE-TO-ONE STAFF WERE CHOSEN AND HIRED INDIVIDUALLY FOR EACH PERSON SERVED BASED ON THE NEEDS AND WANTS OF THE PERSON AND THEIR FAMILY. FINDING THE RIGHT MATCH BETWEEN STAFF AND PERSON SERVED IS VITAL TO THE SUCCESS OF THE INDIVIDUAL SERVED. WHETHER IT WAS A PARTICULAR PERSONALITY NEEDED SUCH AS AN UPBEAT PERSON OR SOMEONE WITH A SOFT SPOKEN VOICE OR A PARTICULAR AREA OF INTEREST INCLUDING FISHING, MUSIC, ART, THEATER, DANCING, ETC. CUSTOMIZED OPTIONS WORKED TO FIND THE RIGHT MATCH.GROUP ACTIVITIES WERE CREATED BASED ON THE INDIVIDUAL SERVED/FAMILIES AND THEIR STAFF'S DESIRE TO LEARN SOMETHING NEW OR A SKILL THEY WANTED TO SHARE WITH OTHERS. ACTIVITIES WERE PROVIDED MONDAY THROUGH FRIDAY AT 12:30 EACH AFTERNOON. INDIVIDUALS SERVED CHOOSE THE ACTIVITIES THEY WANTED TO ATTEND AND PARTICIPATED AT THE LEVEL IN WHICH THEY WERE COMFORTABLE. ACTIVITIES INCLUDED LEARNING THE BEGINNING BASICS OF VIOLIN, A SING ALONG GROUP, CREATIVE DANCE AND BALLROOM DANCING.CUSTOMIZED OPTIONS PAIRED UP WITH A NUMBER OF LOCAL BUSINESSES FOR USE OF SPACE AND TO PARTICIPATE WITH THE GENERAL PUBLIC. WE PAIRED UP WITH GRACE CHURCH AND WORKED ON EXPLORING CULTURES THROUGH MOVEMENT AND CRAFTS. AT WOODBURY SENIOR LIVING EACH WEEK TO COLLABORATE WITH A SENIOR TO CREATE CRAFT PROJECTS THAT CAN
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IRS990/OtherExpensesGrp/ProgramServicesAmt28027
IRS990/OtherExpensesGrp/ProgramServicesAmt35489
IRS990/OtherExpensesGrp/TotalAmt025500
IRS990/OtherExpensesGrp/TotalAmt114669
IRS990/OtherExpensesGrp/TotalAmt28027
IRS990/OtherExpensesGrp/TotalAmt35489
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0483134
IRS990/OtherSalariesAndWagesGrp/TotalAmt0483134
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08390
IRS990/PayrollTaxesGrp/ProgramServicesAmt044047
IRS990/PayrollTaxesGrp/TotalAmt052437
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05693
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04893
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0871438
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051
IRS990/PYOtherExpensesAmt0181846
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt021178
IRS990/PYSalariesCompEmpBnftPaidAmt0668465
IRS990/PYTotalExpensesAmt0850311
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0871489
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-12228
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0827686
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03343
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0827630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0871438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0786306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0730428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0720018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03935820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0232
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt03935820
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0827630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0871438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0786306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0730428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0720018
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03935820
IRS990ScheduleA/TotalSupportAmt03936052
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0115
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03942
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04057
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0839914
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0910
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01636
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02546
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0827686
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01025
IRS990ScheduleD/TotalExpensesPerForm990Amt0839914
IRS990ScheduleD/TotalRevenuePerForm990Amt0827686
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0827686
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0839914
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 11B
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/TotalAssetsBOYAmt0186473
IRS990/TotalAssetsEOYAmt0182836
IRS990/TotalAssetsGrp/BOYAmt0186473
IRS990/TotalAssetsGrp/EOYAmt0182836
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0827630
IRS990/TotalEmployeeCnt056
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0169992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0669922
IRS990/TotalFunctionalExpensesGrp/TotalAmt0839914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027448
IRS990/TotalLiabilitiesEOYAmt036039
IRS990/TotalLiabilitiesGrp/BOYAmt027448
IRS990/TotalLiabilitiesGrp/EOYAmt036039
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159025
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0146797
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0669922
IRS990/TotalReportableCompFromOrgAmt093866
IRS990/TotalRevenueGrp/ExclusionAmt056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0827686
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186473
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0182836
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt063745
IRS990/TravelGrp/TotalAmt063745
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0159025
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0146797
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02042 WOODDALE DRIVE SUITE 140
IRS990/USAddress/CityNm0WOODBURY
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055125
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08EE0A5F0FBAA9E2A2DFC062BB90C975BA8D6BA1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EE0A5F0FBAA9E2A2DFC062BB90C975BA8D6BA1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.194.192.210
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:03:20
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/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY EDMUNDS
ReturnHeader/ReturnTs02017-10-18T15:19:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,836
Liabilities
$36,039
Net assets
$146,797
Revenue
$827,686
Expenses
$839,914
Net income
-$12,228
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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