Civic Intelligence

Customized Options Nonprofit

990 • Fiscal year 2019 • EIN 75-3120238

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

7445 4th Street NorthOakdale, MN 55128

(651) 702-8978

Siviq Scores

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

Liabilities / Assets

64th percentile

0.19x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.04x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$60,824

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$244,399

Up $54,532 (+29%) from 2018

Net Assets

Up

$198,793

Up $43,171 (+28%) from 2018

Liabilities

Up

$45,606

Up $11,361 (+33%) from 2018

Revenue

Up

$1,054,084

Up $223,256 (+27%) from 2018

Expenses

Up

$1,010,913

Up $174,063 (+21%) from 2018

Net Income

Up

$43,171

Up $49,193 (+817%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$244,399
Liabilities$45,606
Net Assets$198,793

Operations Trend

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

2019

Revenue$1,054,084
Expenses$1,010,913
Net Income$43,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,054,084
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
Cash and Non-Interest-Bearing Accounts$112,118$115,941▲ $3,823
Accounts Receivable$63,178$79,638▲ $16,460
Savings and Temporary Cash Investments$4,872$37,273▲ $32,401
Prepaid Expenses and Deferred Charges$3,899$4,688▲ $789
Land, Buildings, and Equipment, Net$3,251$2,517▼ $734
Total Assets$189,867$244,399▲ $54,532
Other Assets Total$2,549$4,342▲ $1,793
Liabilities
Accounts Payable and Accrued Expenses$29,217$40,613▲ $11,396
Other Liabilities$5,028$4,993▼ $35
Total Liabilities$34,245$45,606▲ $11,361
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$155,622$189,625▲ $34,003
Net Assets With Donor Restrictions-$9,168-
Total Net Assets Fund Balance$155,622$198,793▲ $43,171
Total Liabilities and Net Assets / Fund Balance$189,867$244,399▲ $54,532

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$911$4,447$5,358
Other Land Buildings$1,606$2,984$4,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John FergusonBoard Treasurer/employeeFT$60,824$60,824
Barbara HeggeExe. Direc/CEOFT$53,410$53,410

Board Members and Trustees

NameTitle
Victoria WatsonDirector/board Chair
Dianne ScneiderDirector
Lindsey JentschDirector
Matthew KetchumDirector
Sam SheppherdDirector
Beth CoppockDirector/board Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,053,952
Program Service Revenue
$0
Investment Income
$132
Other Revenue
$0
All Other Contributions
$3,880
Change in Net Assets
$43,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,054,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,054,084
Total Revenue per Form 990
$1,054,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$815,217
Other Expenses$195,696
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$594,524--$594,524
Current Officers, Directors, Trustees, and Key Employees$60,824$53,410-$114,234
Travel$62,474--$62,474
Payroll Taxes$55,457$4,822-$60,279
Other Employee Benefits$46,180--$46,180
Occupancy$27,060--$27,060
Insurance-$20,961-$20,961
Fees for Services Other-$19,248-$19,248
All Other Expenses$7,552$6,401-$13,953
Fees for Services Accounting-$7,800-$7,800
Other Expenses$6,089--$6,089
Information Technology$2,308--$2,308
Depreciation Depletion$734--$734
Office Expenses$195$450-$645
Total Functional Expenses$897,821$113,092$0$1,010,913

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,010,913
Total Expenses per Audited Statements$1,010,913
Total Expenses per Form 990$1,010,913
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
Deferred Rent$4,993
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
7445 4TH STREET NORTH, OAKDALE, MN 55128

Signing Officer

Name
Barbara Hegge
Title
CEO/executive Director
Phone
6517028978
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hegge
Formed
2005
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
6
Employees
50
Volunteers
2

Preparer

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

Financial Statement Notes

PART X, LINE 2:

Income taxes the organization has been classified as an other-than-private foundation and is tax-exempt under section 501(c)(3) of the internal revenue code. The organization is subject to a tax on income from any unrelated business. The organization has analyzed tax positions taken for filings with the internal revenue service and all state and foreign tax jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2019 and 2018. 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 2015. The organization's policy is to classify income tax related interest and penalties in interest expense and other expense, respectively.

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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/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03251
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02517
IRS990/LandBldgEquipCostOrOtherBssAmt09948
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/NetAssetsOrFundBalancesBOYAmt0155622
IRS990/NetAssetsOrFundBalancesEOYAmt0198793
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0155622
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0189625
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt027060
IRS990/OccupancyGrp/TotalAmt027060
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0450
IRS990/OfficeExpensesGrp/ProgramServicesAmt0195
IRS990/OfficeExpensesGrp/TotalAmt0645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02549
IRS990/OtherAssetsTotalGrp/EOYAmt04342
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046180
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046180
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/Desc1RECRUITING /HIRING COST
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt016696
IRS990/OtherExpensesGrp/ProgramServicesAmt19784
IRS990/OtherExpensesGrp/ProgramServicesAmt27944
IRS990/OtherExpensesGrp/ProgramServicesAmt36089
IRS990/OtherExpensesGrp/TotalAmt016696
IRS990/OtherExpensesGrp/TotalAmt19784
IRS990/OtherExpensesGrp/TotalAmt27944
IRS990/OtherExpensesGrp/TotalAmt36089
IRS990/OtherLiabilitiesGrp/BOYAmt05028
IRS990/OtherLiabilitiesGrp/EOYAmt04993
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0594524
IRS990/OtherSalariesAndWagesGrp/TotalAmt0594524
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04822
IRS990/PayrollTaxesGrp/ProgramServicesAmt055457
IRS990/PayrollTaxesGrp/TotalAmt060279
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03899
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04688
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0832440
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt061
IRS990/PYOtherExpensesAmt0183302
IRS990/PYOtherRevenueAmt0-1673
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-6022
IRS990/PYSalariesCompEmpBnftPaidAmt0653548
IRS990/PYTotalExpensesAmt0836850
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0830828
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt043171
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01053952
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04872
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01053952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0832440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0843344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0827630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0871438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04428804
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0363
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt04428804
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01053952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0832440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0843344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0827630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0871438
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04428804
IRS990ScheduleA/TotalSupportAmt04429167
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0911
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04447
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05358
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01010913
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01606
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02984
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04993
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01054084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN-PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND ALL STATE AND FOREIGN TAX JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2019 AND 2018. 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 2015. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02517
IRS990ScheduleD/TotalExpensesPerForm990Amt01010913
IRS990ScheduleD/TotalLiabilityAmt04993
IRS990ScheduleD/TotalRevenuePerForm990Amt01054084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01054084
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01010913
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0189867
IRS990/TotalAssetsEOYAmt0244399
IRS990/TotalAssetsGrp/BOYAmt0189867
IRS990/TotalAssetsGrp/EOYAmt0244399
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01053952
IRS990/TotalEmployeeCnt050
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113092
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0897821
IRS990/TotalFunctionalExpensesGrp/TotalAmt01010913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034245
IRS990/TotalLiabilitiesEOYAmt045606
IRS990/TotalLiabilitiesGrp/BOYAmt034245
IRS990/TotalLiabilitiesGrp/EOYAmt045606
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0198793
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0897821
IRS990/TotalReportableCompFromOrgAmt0114234
IRS990/TotalRevenueGrp/ExclusionAmt0132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01054084
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0189867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0244399
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt062474
IRS990/TravelGrp/TotalAmt062474
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07445 4TH STREET NORTH
IRS990/USAddress/CityNm0OAKDALE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055128
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOMIZED OPTIONS NONPROFIT
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0753120238
ReturnHeader/Filer/PhoneNum06517028978
ReturnHeader/Filer/USAddress/AddressLine1Txt07445 4TH STREET NORTH
ReturnHeader/Filer/USAddress/CityNm0OAKDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9C1F54D22F25FC74F87A13DF944B41A4BADCE3F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006A84D5F1956B20A0623F152D6D3FC6FBA387D87
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.113.248.212
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:06:34
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/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY EDMUNDS
ReturnHeader/ReturnTs02020-11-16T16:29:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits