CUSTOMIZED OPTIONS NONPROFIT (EIN 753120238) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

BARBARA HEGGE

Phone

6517028978

Tax Period

2023-01-01 to 2023-12-31

CUSTOMIZED OPTIONS NONPROFIT, founded in 2005, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,466

Program Service Revenue $1,665,852

Investment Income $4,772

Other Revenue $0

TOTAL REVENUE $1,674,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,341,896

Fundraising Expenses $0

Program Expenses $1,461,902

Other Expenses $300,048

TOTAL EXPENSES $1,641,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,674,090	$1,293,140	+0.3%
Expenses	$1,641,944	$1,242,844	+0.3%
Net Income	$32,146	$50,296	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$155,197

Total Directors

$155,197

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FERGUSON	CFO/TREASURER	38.00	Officer Director	$77,552	$0	$77,552
BARBARA HEGGE	CEO/MEMBER	40.00	Officer Director	$77,645	$0	$77,645
GARY UJIFUSA	BOARD CHAIR	1.00	Director	$0	$0	$0
SAM SHEPPHERD	MEMBER	1.00	Director	$0	$0	$0
DIANNE SCNEIDER	BOARD SECRETARY	1.00	Director	$0	$0	$0
DAVID LIVDAHL	MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,674,090	$1,641,944	$634,956	$32,146
2022	$1,293,140	$1,242,844	$627,732	$50,296
2021	$1,053,994	$873,036	$468,963	$180,958
2020	$991,854	$942,587	$293,457	$49,267
2019	$1,054,084	$1,010,913	$244,399	$43,171
2018	$830,828	$836,850	$189,867	$-6,022

CUSTOMIZED OPTIONS NONPROFIT