Civic Intelligence

Customized Options Nonprofit

990 • Fiscal year 2023 • EIN 75-3120238

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

7447 4th St NOakdale, MN 55128-7052

(651) 702-8978

Siviq Scores

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

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.07x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$77,645

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.2%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$634,956

Flat from 2023

Net Assets

Flat

$511,134

Flat from 2023

Liabilities

Flat

$123,822

Flat from 2023

Revenue

Flat

$1,674,090

Flat from 2023

Expenses

Flat

$1,641,944

Flat from 2023

Net Income

Flat

$32,146

Flat from 2023

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 2023: $634,956Liabilities 2023: $123,822Net Assets 2023: $511,1342023Assets 2024: $727,694Liabilities 2024: $121,495Net Assets 2024: $606,1992024

Highlighted filing

2023

Assets$634,956
Liabilities$123,822
Net Assets$511,134

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 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

2023

Revenue$1,674,090
Expenses$1,641,944
Net Income$32,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$1,674,090
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$133,765$293,184▲ $159,419
Accounts Receivable$143,356$149,474▲ $6,118
Cash and Non-Interest-Bearing Accounts$239,386$107,502▼ $131,884
Investments in Publicly Traded Securities$10,555$11,464▲ $909
Prepaid Expenses and Deferred Charges$4,295$4,295→ $0
Land, Buildings, and Equipment, Net$861$439▼ $422
Total Assets$627,732$634,956▲ $7,224
Other Assets Total$95,514$68,598▼ $26,916
Liabilities
Other Liabilities$94,116$67,495▼ $26,621
Accounts Payable and Accrued Expenses$55,081$56,327▲ $1,246
Total Liabilities$149,197$123,822▼ $25,375
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$478,535$511,134▲ $32,599
Total Net Assets Fund Balance$478,535$511,134▲ $32,599
Total Liabilities and Net Assets / Fund Balance$627,732$634,956▲ $7,224

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$439$4,151$4,590
Equipment$0$1,301$1,301
Other Assets Org$65,656--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara HeggeCEO/memberFT$77,645$77,645
John FergusonCFO/treasurerFT$77,552$77,552

Board Members and Trustees

NameTitle
Gary UjifusaBoard Chair
Dianne ScneiderBoard Secretary
David LivdahlMember
Sam SheppherdMember
Revenue and Support

Revenue Composition

Contributions and Grants
$3,466
Program Service Revenue
$1,665,852
Investment Income
$4,772
Other Revenue
$0
All Other Contributions
$3,466
Change in Net Assets
$32,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,674,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$453
Total Revenue per Audited Statements
$1,674,543
Total Revenue per Form 990
$1,674,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,341,896
Other Expenses$300,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$989,587--$989,587
Current Officers, Directors, Trustees, and Key Employees$78,062$77,135-$155,197
Other Employee Benefits$99,062$7,456-$106,518
Travel$101,670--$101,670
Payroll Taxes$84,252$6,342-$90,594
Insurance$4,635$26,265-$30,900
Occupancy$12,272$18,408-$30,680
Fees for Services Other$7,868$18,400-$26,268
All Other Expenses$12,440$8,323-$20,763
Fees for Services Accounting-$14,475-$14,475
Other Expenses$10,161$2,639-$10,161
Information Technology$3,035$536-$3,571
Depreciation Depletion$359$63-$422
Office Expenses$322--$322
Total Functional Expenses$1,461,902$180,042$0$1,641,944

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,641,944
Total Expenses per Audited Statements$1,641,944
Total Expenses per Form 990$1,641,944
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
Lt Lease Liabilities$40,874
St Lease Liabilities$26,621
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

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

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

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

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Barbara Hegge
Title
CEO/executive Director
Phone
6517028978
Signed
2024-10-30
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
47
Volunteers
2

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

There have not been any changes in the oversight process.

Financial Statement Notes

PART X, LINE 2:

Income taxes the organization 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, 2023 and 2022. 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 2020. The organization's policy is to classify income tax related interest and penalties in interest expense and other expense, respectively.

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IRS990/Desc0HIGHLIGHTS OF 2023WHO WE SERVED: WE SERVED THOSE WITH A DD WAIVER THROUGH OUR 245 D LICENSURE IN THE FOLLOWING CATEGORIES: IN HOME FAMILY SUPPORTS BOTH WITH AND WITHOUT TRAINING, RESPITE CARE, HOMEMAKER SERVICES, AND OVER NIGHT SUPERVISION. TRAINING AND SUPPORT WAS PROVIDED TO DIRECT SUPPORT STAFF TO ENSURE THOSE THEY SERVED WITH NEURODIVERSITY, AUTISM, DOWN SYNDROME, CEREBRAL PALSY AND OTHER RELATED ABILITIES WERE SERVED WITH CARE AND PROFESSIONALISM. PROGRAMMING AND SPECIAL ACCOMPLISHMENTSWE OFFERED AFTERNOON GROUP ACTIVITIES MONDAY THROUGH FRIDAY TO ALLOW INDIVIDUALS TO LEARN ABOUT NEW AREAS OF INTEREST TO THEM AND TO MEET UP WITH FRIENDS. SO MANY HAVE DEVELOPED LASTING AND MEANINGFUL FRIENDSHIPS WHILE ATTENDING THE GROUP ACTIVITIES. IT WAS A GREAT OPPORTUNITY TO WORK ON SOCIAL AND COMMUNICATION GOALS AS WELL. THE IDEAS FOR EACH GROUP ACTIVITY CAME FROM THE INDIVIDUALS SERVED WHO SHARED THEIR IDEAS OF THINGS THEY WANT TO DO AND LEARN. TRYING OUT NEW CRAFTS AND HOBBIES WAS THE FOCUS OF THIS GROUP. IRIS PAPER FOLDING WAS A FAVORITE. A UNIT ON LEARNING TO USE POWER TOOLS, HAMMERS AND PLIERS TAUGHT PARTICIPANTS HOW TO CREATE ART FROM BOTTLE CAPS AND SO MUCH MORE. SEWING WITH SHARON, EVERYONE LEARNED TO SEW SIMPLE STITCHES BY HAND BUT ALSO HOW TO USE THE SEWING MACHINE. DRUMMING WITH GARY, A LOCAL JAZZ MUSICIAN WAS A HIGHLIGHT OF THE WEEKLY GROUP ACTIVITIES. EVERYONE WAS GIVEN AN OPPORTUNITY TO COME UP AND DRUM ON HIS PROFESSIONAL DRUM SET. WHILE ONE PERSON WAS UP DRUMMING ON HIS SET THE REST OF THE GROUP DRUMMED AWAY ON BUCKETS WITH DRUMSTICKS. LEARNING TO READ AND IMPROVING READING SKILLS WAS AT THE TOP OF MANY OF OUR INDIVIDUAL SERVED GOALS AND IT WAS ACCOMPLISHED THIS PAST YEAR. ALMOST EVERYONE WHO WANTED TO IMPROVE HAS IMPROVED BY ONE GRADE LEVEL OR MORE. OUR CULTURE IMMERSION DAYS ALLOWED US TO TRY OUT THE FOOD, DANCE, CRAFTS, HISTORY, LANGUAGE, MUSIC OF THE COUNTRIES OF OUR INDIVIDUAL SERVED. WE EXPLORED NEPAL, UGANDA, ITALY, FRANCE, NORWAY AND SO MUCH MORE. EXPLORING NEW PLACES AND EXPERIENCING NEW OPPORTUNITIES HAD EVERYONE EXCITED TO ATTEND THE FRIDAY GROUP. SNOWSHOEING, HIKING, SKIING, TOURING HISTORIC SITES, TRYING OUR HAND AT SCIENCE, AND SO MUCH MORE WAS ACCOMPLISHED THIS PAST YEAR.
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IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02639
IRS990/OtherExpensesGrp/ProgramServicesAmt023170
IRS990/OtherExpensesGrp/ProgramServicesAmt120054
IRS990/OtherExpensesGrp/ProgramServicesAmt214953
IRS990/OtherExpensesGrp/ProgramServicesAmt310161
IRS990/OtherExpensesGrp/TotalAmt023170
IRS990/OtherExpensesGrp/TotalAmt120054
IRS990/OtherExpensesGrp/TotalAmt217592
IRS990/OtherExpensesGrp/TotalAmt310161
IRS990/OtherLiabilitiesGrp/BOYAmt094116
IRS990/OtherLiabilitiesGrp/EOYAmt067495
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0989587
IRS990/OtherSalariesAndWagesGrp/TotalAmt0989587
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06342
IRS990/PayrollTaxesGrp/ProgramServicesAmt084252
IRS990/PayrollTaxesGrp/TotalAmt090594
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04295
IRS990/PrincipalOfficerNm0BARBARA HEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01665852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01665852
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01292264
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0876
IRS990/PYOtherExpensesAmt0247693
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt050296
IRS990/PYSalariesCompEmpBnftPaidAmt0995151
IRS990/PYTotalExpensesAmt01242844
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01293140
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt032146
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01665852
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133765
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0293184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0334925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06854
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05725383
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97990
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0334925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018480
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0334925
IRS990ScheduleA/TotalSupportAmt0341779
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01301
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01301
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01641944
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0453
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0493
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12449
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt265656
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AUTO REPAIR RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LEASE RIGHT OF USE ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0439
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04151
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt140874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ST LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LT LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0453
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01674090
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, 2023 AND 2022. 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 2020. 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/TotalBookValueLandBuildingsAmt0439
IRS990ScheduleD/TotalBookValueOtherAssetsAmt068598
IRS990ScheduleD/TotalExpensesPerForm990Amt01641944
IRS990ScheduleD/TotalLiabilityAmt067495
IRS990ScheduleD/TotalRevenuePerForm990Amt01674090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01674543
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01641944
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ANNUAL BOARD MEETING IS HELD IN WHICH BOARD MEMBERS ARE REQUIRED TO DISCLOSE AND COMPLY WITH OUR POLICY ON CONFLICT OF INTEREST AND WHISTLEBLOWER AS NOTED IN BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S AND SUPERVISORS SALARIES AND DISCUSSES THE COMING YEAR'S SALARIES AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE NOT BEEN ANY CHANGES IN THE OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0627732
IRS990/TotalAssetsEOYAmt0634956
IRS990/TotalAssetsGrp/BOYAmt0627732
IRS990/TotalAssetsGrp/EOYAmt0634956
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03466
IRS990/TotalEmployeeCnt047
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01461902
IRS990/TotalFunctionalExpensesGrp/TotalAmt01641944
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0149197
IRS990/TotalLiabilitiesEOYAmt0123822
IRS990/TotalLiabilitiesGrp/BOYAmt0149197
IRS990/TotalLiabilitiesGrp/EOYAmt0123822
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0478535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511134
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01461902
IRS990/TotalProgramServiceRevenueAmt01665852
IRS990/TotalReportableCompFromOrgAmt0155197
IRS990/TotalRevenueGrp/ExclusionAmt04772
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01665852
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01674090
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0627732
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0634956
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0101670
IRS990/TravelGrp/TotalAmt0101670
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07447 4TH ST N
IRS990/USAddress/CityNm0OAKDALE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0551287052
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CUSTOMIZEDOPTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEGGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028978
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOMIZED OPTIONS NONPROFIT
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0753120238
ReturnHeader/Filer/PhoneNum06517028978
ReturnHeader/Filer/USAddress/AddressLine1Txt07447 4TH ST N
ReturnHeader/Filer/USAddress/CityNm0OAKDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551287052
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200472826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 INTERNATIONAL DR STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251581
ReturnHeader/PreparerPersonGrp/PhoneNum09528442500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30

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
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.12$0.51$1.67$1.64$0.03
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