CUSTOMIZED OPTIONS NONPROFIT

EIN: 753120238 501(c)(3)

OAKDALE, MN

Total Revenue
$1,674,090
Total Expenses
$1,641,944
Total Assets
$634,956
Net Assets
$511,134
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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
MN
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.

Program Service Accomplishments

Program 1
Expenses: $1,461,902 Revenue: $1,665,852

HIGHLIGHTS 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...

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HIGHLIGHTS 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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Trantor Score

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

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

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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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Governance

Voting Members
7
Independent Members
5
Employees
47
Volunteers
2

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
2
$155,197
Total Directors
6
$155,197
Key Employees
0
$0
Highest Compensated
0
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
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