Civic Intelligence

Customized Options Nonprofit

990 • Fiscal year 2020 • EIN 75-3120238

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

65th percentile

0.16x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

48th percentile

5.0%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$63,755

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-5.9%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$293,457

Up $49,058 (+20%) from 2019

Net Assets

Up

$247,955

Up $49,162 (+25%) from 2019

Liabilities

Down

$45,502

Down $104 (-0.2%) from 2019

Revenue

Down

$991,854

Down $62,230 (-5.9%) from 2019

Expenses

Down

$942,587

Down $68,326 (-6.8%) from 2019

Net Income

Up

$49,267

Up $6,096 (+14%) from 2019

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

2020

Assets$293,457
Liabilities$45,502
Net Assets$247,955

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

2020

Revenue$991,854
Expenses$942,587
Net Income$49,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$991,854
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$115,941$157,628▲ $41,687
Accounts Receivable$79,638$107,765▲ $28,127
Investments in Publicly Traded Securities-$10,385-
Savings and Temporary Cash Investments$37,273$7,337▼ $29,936
Prepaid Expenses and Deferred Charges$4,688$4,295▼ $393
Land, Buildings, and Equipment, Net$2,517$1,965▼ $552
Total Assets$244,399$293,457▲ $49,058
Other Assets Total$4,342$4,082▼ $260
Liabilities
Accounts Payable and Accrued Expenses$40,613$41,107▲ $494
Other Liabilities$4,993$4,395▼ $598
Total Liabilities$45,606$45,502▼ $104
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,625$245,692▲ $56,067
Net Assets With Donor Restrictions$9,168$2,263▼ $6,905
Total Net Assets Fund Balance$198,793$247,955▲ $49,162
Total Liabilities and Net Assets / Fund Balance$244,399$293,457▲ $49,058

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$651$4,707$5,358
Other Land Buildings$1,314$3,276$4,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John FergusonBoard Treasurer/employeeFT$63,755$63,755
Barbara HeggeExe. Direc/CEOFT$57,552$57,552

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$991,268
Program Service Revenue
$0
Investment Income
$586
Other Revenue
$0
All Other Contributions
$2,895
Change in Net Assets
$49,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$991,854
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-105
Total Revenue per Audited Statements
$991,749
Total Revenue per Form 990
$991,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$757,228
Other Expenses$185,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$526,212--$526,212
Current Officers, Directors, Trustees, and Key Employees$63,756$57,552-$121,308
Other Employee Benefits$56,309--$56,309
Payroll Taxes$48,593$4,806-$53,399
Travel$51,463--$51,463
Occupancy$27,061--$27,061
Insurance-$22,692-$22,692
Fees for Services Other-$14,784-$14,784
All Other Expenses$14,544--$14,544
Fees for Services Accounting-$8,910-$8,910
Other Expenses$9,460$6,738-$6,738
Information Technology$2,838--$2,838
Depreciation Depletion$552--$552
Office Expenses$136--$136
Total Functional Expenses$820,200$122,387$0$942,587

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$942,587
Total Expenses per Audited Statements$942,587
Total Expenses per Form 990$942,587
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$4,395
Governance and Compliance

Governance Checklist

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

Signing Officer

Name
Barbara Hegge
Title
CEO/executive Director
Phone
6517028978
Signed
2021-11-15
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
51
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, 2020 and 2019. 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.

Raw XML Appendix393 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/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 DESPITE THE COVID-19 PANDEMIC SITUATION AND RESTRICTIONS. CUSTOMIZED OPTIONS REMAINED OPEN AND CONTINUED TO PROVIDE SERVICES TO THOSE THAT WANTED THEM.CUSTOMIZED OPTIONS PROUDLY SERVED 43 INDIVIDUALS DIRECTLY WITHIN THEIR OWN COMMUNITIES. THROUGHOUT THE 2020 YEAR WE SERVED 28 INDIVIDUALS WITH PERSONAL SUPPORT PROGRAMMING, 1 INDIVIDUALS WITH SUPPORTED EMPLOYMENT AND INDIVIDUALS WITH A COMBINATION OF SUPPORTED EMPLOYMENT WERE PLACED ON HOLD. RESPITE SERVICES WERE PLACED ON HOLD. WE HAD SIX WITH HOME MAKER UNTIL TWO OF THEM PASSED AWAY AND ONE MOVED AWAY. VOLUNTEERS WERE PLACED ON HOLD.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/GUARDIAN IN A WIDE RANGE OF AREAS INCLUDING:PAID EMPLOYMENT - DUE TO THE COVID-19 SITUATION ONLY ONE INDIVIDUAL WAS SUPPORTED ON HIS JOB. HE WAS ABLE TO CONTINUE TO MAINTAIN HIS PAID POSITION THROUGHOUT THE YEAR. ENTREPRENEURSHIP - DUE TO THE COVID-19 SITUATION THIS PORTION OF OUR SERVICES WAS PLACED ON HOLD.JOB TRIALS - DUE TO THE COVID-19 SITUATION THIS PORTION OF OUR SERVICES WAS PLACED ON HOLD. VOLUNTEERING - DUE TO THE COVID-19 SITUATION THIS PORTION OF OUR SERVICES WAS PLACED ON HOLD. EDUCATION - INDIVIDUALS SERVED WERE ASSISTED WITH ATTENDING COLLEGE OR COMMUNITY CLASSES FOR THOSE INTERESTED WERE PLACED ON HOLD DUE TO THE COVID-19 SITUATION.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, FOREIGN LANGUAGE, 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 WHEN THEY WERE ABLE TO ATTENDED DUE TO THE COVID-19 SITUATION. 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 WAS THE ONLY FORM OF TRANSPORTATION USED DUE TO THE COVID-19 SITUATION. RIDE SHARE, METRO MOBILITY AND PUBLIC TRANSIT WERE PLACED ON HOLD. STAFFING - ONE-TO-ONE STAFF WAS PROVIDED WHEN THE INDIVIDUAL SERVED AND FAMILY FELT IT WAS SAFE TO DUE SO. SOME FAMILY MEMBERS WERE HIRED DUE TO SAFETY CONCERNS RELATED TO THE COVID-19 SITUATION AND OTHER EMPLOYEES EITHER LEFT OR ARE NOT WORKING DUE TO THE SITUATION. GROUP ACTIVITIES - ALL IN PERSON GROUP ACTIVITIES WERE PLACED ON HOLD DUE TO THE COVID-19 SITUATION. A ZOOM GROUP MEETING WAS HELD EVERY THURSDAY FROM 1:00-2:00PM. INDIVIDUALS SERVED WERE ABLE TO JOIN AND CONVERSE WITH ONE ANOTHER. A CRAFT/ART PROJECT WAS COMPLETED WITH TAMMY ONLINE AND A TOPIC OF INTEREST WAS DISCUSSED AS WELL WITH FACTS AND JOKES BEING SHARED BY ALL. A GRAB-N-GO BAG REPLACED THE DAILY GROUP ACTIVITIES. EACH WEEK SEVERAL BAGS WERE PLACED IN THE OFFICE ENTRYWAY FOR INDIVIDUALS SERVED TO PICK UP. INDIVIDUAL ASSISTANCE PROVIDED - CUSTOMIZED OPTIONS PROVIDED ASSISTANCE TO THOSE IN NEED WITH ADDITIONAL HELP OBTAINING ITEMS NEEDED TO LIVE AND WORK MORE INDEPENDENTLY. CLOTHING SUCH AS UNDERWEAR, SHIRTS, SHORTS, AND PANTS WERE PROVIDED TO PEOPLE THROUGHOUT THE YEAR. SEVERAL WERE GIVEN ITEMS TO ASSIST THEM ON THE JOB AND WITH THEIR OWN BUSINESSES. OTHER - IT IS WITH A HEAVY HEART THAT CUSTOMIZED OPTIONS LOST AN INDIVIDUAL SERVED DUE TO COVID-19 THIS PAST YEAR. OUR STAFF, INDIVIDUALS SERVED AND THEIR FAMILIES HAVE TAKEN THE COVID-19 SITUATION VERY
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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/NetAssetsOrFundBalancesBOYAmt0198793
IRS990/NetAssetsOrFundBalancesEOYAmt0247955
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-105
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0189625
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0245692
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt027061
IRS990/OccupancyGrp/TotalAmt027061
IRS990/OfficeExpensesGrp/ProgramServicesAmt0136
IRS990/OfficeExpensesGrp/TotalAmt0136
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04342
IRS990/OtherAssetsTotalGrp/EOYAmt04082
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt056309
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056309
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/Desc1RECRUITING/HIRING COSTS
IRS990/OtherExpensesGrp/Desc2CONTRACT EXPENSES
IRS990/OtherExpensesGrp/Desc3BANK AND PAYROLL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06905
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16738
IRS990/OtherExpensesGrp/ProgramServicesAmt019276
IRS990/OtherExpensesGrp/ProgramServicesAmt19460
IRS990/OtherExpensesGrp/TotalAmt019276
IRS990/OtherExpensesGrp/TotalAmt19460
IRS990/OtherExpensesGrp/TotalAmt26905
IRS990/OtherExpensesGrp/TotalAmt36738
IRS990/OtherLiabilitiesGrp/BOYAmt04993
IRS990/OtherLiabilitiesGrp/EOYAmt04395
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0526212
IRS990/OtherSalariesAndWagesGrp/TotalAmt0526212
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04806
IRS990/PayrollTaxesGrp/ProgramServicesAmt048593
IRS990/PayrollTaxesGrp/TotalAmt053399
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04688
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04295
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01053952
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0132
IRS990/PYOtherExpensesAmt0195696
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt043171
IRS990/PYSalariesCompEmpBnftPaidAmt0815217
IRS990/PYTotalExpensesAmt01010913
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01054084
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt049267
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0991268
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037273
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0991268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01053952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0832440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0843344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0827630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04548634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0898
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt04548634
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0991268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01053952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0832440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0843344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0827630
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04548634
IRS990ScheduleA/TotalSupportAmt04549532
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0651
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04707
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05358
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0942587
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-105
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01314
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03276
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04395
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt0-105
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0991854
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, 2020 AND 2019. 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/TotalBookValueLandBuildingsAmt01965
IRS990ScheduleD/TotalExpensesPerForm990Amt0942587
IRS990ScheduleD/TotalLiabilityAmt04395
IRS990ScheduleD/TotalRevenuePerForm990Amt0991854
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0991749
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0942587
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/TotalAssetsBOYAmt0244399
IRS990/TotalAssetsEOYAmt0293457
IRS990/TotalAssetsGrp/BOYAmt0244399
IRS990/TotalAssetsGrp/EOYAmt0293457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0991268
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122387
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0820200
IRS990/TotalFunctionalExpensesGrp/TotalAmt0942587
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045606
IRS990/TotalLiabilitiesEOYAmt045502
IRS990/TotalLiabilitiesGrp/BOYAmt045606
IRS990/TotalLiabilitiesGrp/EOYAmt045502
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247955
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0820200
IRS990/TotalReportableCompFromOrgAmt0121307
IRS990/TotalRevenueGrp/ExclusionAmt0586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0991854
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244399
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0293457
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt051463
IRS990/TravelGrp/TotalAmt051463
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07445 4TH STREET NORTH
IRS990/USAddress/CityNm0OAKDALE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055128
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY EDMUNDS
ReturnHeader/ReturnTs02021-11-15T13:31:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEGGE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$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