Customized Options Nonprofit

Tax-deductible

Woodbury, MN501(c)(3)EIN 75-3120238

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

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Run by 2 volunteers and 37 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $81K a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$173K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $17
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$121K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 7 voting members
Looks good: 5 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+8% vs prior year
Spent
$1.7M
To programs
74%
Net assets
$606K
By yearFY2020–FY2024
Revenue
$1.8M
FY2024▲ +8%
Revenue by fiscal year
FY2020$992K
FY2021$1.1M
FY2022$1.3M
FY2023$1.7M
FY2024$1.8M
Expenses
$1.7M
FY2024▲ +4%
Expenses by fiscal year
FY2020$943K
FY2021$873K
FY2022$1.2M
FY2023$1.6M
FY2024$1.7M
Net assets
$606K
FY2024▲ +19%
Net assets by fiscal year
FY2020$248K
FY2021$430K
FY2022$479K
FY2023$511K
FY2024$606K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.3M Management & general 26% · $446K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990; $173K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO/Executive Director
$87,135Pt VII · Sec A
Treasurer
$85,583Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Barbara Hegge$87,135$77,645$67,552$57,552$57,552
John Ferguson$85,583$77,552$69,927$58,688$63,755

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps autistic individuals find jobs and improve education through personalized programs.

Provided by the organization

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1 program service account for $1.3M of program spending, described in the organization's own filed words · FY2024.
01

Highlights of 2024who 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.

$1.3Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$17

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.8M
Gifts and grantsLn 1h$8K
Investment incomeLn 3$7K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.3M
Managementcol C$446K
Owns and owesPt X
$606K
net assets · Ln 32
Cash and savingsLn 1–2$527K
Total assetsLn 16$728K
LiabilitiesLn 26$121K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$7K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$228K
SavingsLn 2$299K
Cash and savings togetherLn 1–2$527K
InvestmentsLn 11–13$12K
Land, buildings, equipmentLn 10c$147
Other assetsLn 15$40K
Total assetsLn 16$728K
LiabilitiesLn 26$121K
Net assetsLn 32$606K
OperationsPt I, VI
EmployeesI 537
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$401K$527K
InvestmentsLn 11–13$11K$12K
Land, buildings, equipmentLn 10c$439$147
Total assetsLn 16$635K$728K
LiabilitiesLn 26$124K$121K
Net assetsLn 32$511K$606K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$173K$173K
Other salaries and wagesLn 7$1.0M$901K$124K
Other employee benefitsLn 9$114K$85K$28K
Payroll taxesLn 10$94K$71K$24K
Accounting feesLn 11c$31K$31K
Office expensesLn 13$292$292
Information technologyLn 14$3K$3K$457
OccupancyLn 16$31K$12K$18K
TravelLn 17$92K$92K
Depreciation, depletion and amortizationLn 22$292$248$44
InsuranceLn 23$39K$6K$33K
Other expenses (24a–d)Ln 24$84K$80K$5K
All other expensesLn 24e$25K$14K$11K
Total functional expensesLn 25$1.7M$1.3M$446K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.8M$1.7M$95K$606K 990 PDF
FY2023 $1.7M$1.6M$32K$511K 990 PDF
FY2022 $1.3M$1.2M$50K$479K 990 PDF
FY2021 $1.1M$873K$181K$430K 990 PDF
FY2020 $992K$943K$49K$248K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,804,601 across 5 lines filed
VIII-1f All other contributions, gifts and grants$8,169
VIII-1h Total contributions, gifts and grants$8,169
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,789,865$1,789,865
VIII-3 Investment incomeExcluded from tax $6,567$6,567
VIII-12 Total revenueRelated to mission $1,789,865 · Unrelated business $0 · Excluded from tax $6,567$1,804,601
Part IX · Statement of functional expenses $1,709,970 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $172,718$172,718
IX-7 Other salaries and wagesPrograms $901,242 · Management $123,744$1,024,986
IX-9 Other employee benefitsPrograms $85,324 · Management $28,442$113,766
IX-10 Payroll taxesPrograms $70,543 · Management $23,515$94,058
IX-11c Accounting feesManagement $30,823$30,823
IX-13 Office expensesPrograms $292$292
IX-14 Information technologyPrograms $2,587 · Management $457$3,044
IX-16 OccupancyPrograms $12,272 · Management $18,407$30,679
IX-17 TravelPrograms $91,695$91,695
IX-22 Depreciation, depletion and amortizationPrograms $248 · Management $44$292
IX-23 InsurancePrograms $5,796 · Management $32,843$38,639
IX-24 Other expenses (24a–d)Programs $79,548 · Management $4,626$84,174
IX-24e All other expensesPrograms $13,981 · Management $10,823$24,804
IX-25 Total functional expensesPrograms $1,263,528 · Management $446,442 · Fundraising $0$1,709,970
Part X · Balance sheet $727,694 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $107,502$227,731
X-2 Savings and temporary cash investmentsStart of year $293,184$299,118
X-4 Accounts receivableStart of year $149,474$144,221
X-9 Prepaid expenses and deferred chargesStart of year $4,295$4,275
X-10c Land, buildings and equipment, netStart of year $439$147
X-11 Publicly traded securitiesStart of year $11,464$12,437
X-15 Other assetsStart of year $68,598$39,765
X-16 Total assetsStart of year $634,956$727,694
X-17 Accounts payable and accrued expensesStart of year $56,327$82,615
X-25 Other liabilitiesStart of year $67,495$38,880
X-26 Total liabilitiesStart of year $123,822$121,495
X-27 Net assets without donor restrictionsStart of year $511,134$606,199
X-32 Total net assets or fund balancesStart of year $511,134$606,199
X-33 Total liabilities and net assetsStart of year $634,956$727,694
Part XI · Reconciliation of net assets $606,199 net assets at year end
XI-1 Total revenue$1,804,601
XI-2 Total expenses$1,709,970
XI-3 Revenue less expenses$94,631
XI-4 Net assets at start of year$511,134
XI-5 Net unrealized gains (losses) on investments$434
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$606,199

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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