2024-11-14T16:06:14-06:00 2023-12-31 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-01-01 202052288 Achievements Unlimited Foundation ACHI 7013562656 4321 20th Ave S Fargo ND 58103 Damon Gleave Authorized Representative 7013562656 2024-11-14 1 1 Lisa Chaffee CPA P00193453 7012551091 2024-11-14 2023 2024-10-15 13:58:12Z X J Patrick Traynor 4321 20th Ave S Fargo ND 58103 473682 0 X https://ndimpactfdn.org/ X 2004 ND Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation. 4 4 0 4 0 0 675 180040 0 0 59687 30166 0 0 60362 210206 42300 42300 0 0 0 0 0 0 0 23533 22059 65833 64359 -5471 145847 1026326 1206683 14536 7274 1011790 1199409 X Achievements Unlimited Foundation operates exclusively for charitable, scientific and educational purposes for the benefit, performance, functions, and charitable purposes of Impact Foundation. Operating to provide nonprofit organizations with educational resources and technical assistance, Achievements Unlimited Foundation measurably improves organizational effectiveness, optimizes long-term financial capacity, and enhances sustainability for a more effective and greater societal impact. 0 0 49800 42300 0 Organizational EffectivenessImpact and its supporting organization, Achievements Unlimited Foundation (collectively the "Foundations"), recognizes that many nonprofit organizations often lack the expertise and financial resources to invest in organizational assessments, strategic planning and highly effective fundraising training to ensure their organization's effectiveness and long-term sustainability. The Foundations partnered with Dakota Medical Foundation, an unrelated nonprofit organization, through the Impact Institute (Institute) to provide support, education, training, and coaching sessions for nonprofit partner organizations. Since inception in 2005, the Institute has trained nonprofit executives and directors from over 500 nonprofit organizations in Institute leadership and fundraising concepts.Nonprofit Board and Management Training: Training boards and key management personnel to operate their organizations in a highly effective and efficient manner is a key education focus for the Foundations. Having encouraged many area nonprofit organizations to attend the Institute's education and training programs, in 2023, the Institute helped readily-equip 500 charitable organizations to solve complex community challenges. With a particular emphasis in fundraising, many charities continued their professional development in a digital fundraising curriculum and coaching program called Build a Fundraising System in 30 Days. This program was developed to grow an organization's resources to power its mission. As a result of participating in fundraising training, a study of 21 nonprofit organizations showed community support on Giving Hearts Day increased over a twelve-year period from $353,000 in donations in 2008 to $2.4 million in donations in 2023. For 2023 there were over 560 charities participating in Giving Hearts Day which raised over $26.155 million with nearly 42,000 donors making 90,351 donations.Grant Writing Services: Since 2005, the Foundations have supported grant writing assistance for health-related nonprofit organizations to generate additional financial resources for their programs. Since the formal addition of grant writing assistance, the Foundations and other regional nonprofit organizations have secured over $24.5 million in grant funding. 49800 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Michael Schumacher 7012710263 4321 20th Ave S Fargo ND 58103 Dan Carey Chair 0.10 3.00 X X 0 0 0 Susan Mathison MD Vice Chair 0.10 2.00 X X 0 0 0 Phil Hansen Secretary/Treasurer 0.10 2.00 X X 0 0 0 Sindy Keller Board Member 0.10 2.00 X X 0 0 0 J Patrick Traynor Executive Director 0.50 17.00 X 0 129904 0 0 129904 0 0 0 0 0 0 180040 180040 42862 42862 250780 263476 -12696 -12696 -12696 210206 0 0 30166 X 42300 42300 6500 6500 4233 4233 11301 7500 3801 25 25 64359 49800 14559 0 72325 234869 954001 971814 1026326 1206683 14536 7274 14536 7274 X 1011790 1019409 180000 1011790 1199409 1026326 1206683 145847 41772 0 X X 0 1 X 0 0 X X 2 Impact Foundation 200520386 7 1 0 0 Class of Supported 000000000 10 0 42300 0 2 42300 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 1: Impact Foundation is specified by name in the organization's governing documents. In addition, the governing documents specify a class of organizations operated exclusively for one or more purposes described in Section 501(c)(3) that are exempt from federal income taxes under Section 501(a) and the support of which is consistent with the charitable purpose of Impact Foundation. The organization supports Impact Foundation and other 501(c)(3) organizations that fall within the charitable purpose of Impact Foundation. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 40 42300 971814 1 1 0 Related Party Payable 7274 7274 X 4153097 41772 3905352 3947124 205973 4233 4233 210206 2663349 2610723 2610723 52626 4233 7500 11733 64359 Part X, Line 2: Achievements Unlimited Foundation believes they have appropriate support for any tax positions taken affecting the annual Form 990 filing requirements, and as such, do not have any uncertain tax positions that are material to the consolidated financial statements. Achievements Unlimited Foundation would recognize future accrued interest and penalties related to unrecognized tax liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Revenue of Consolidated Foundation 3,912,852. Management services fee included with Revenue on Audit -7,500. Part XII, Line 2d - Other Adjustments: Expenses of Consolidated Foundation 2,610,723. Part XII, Line 4b - Other Adjustments: Management services fee included with Revenue on Audit 7,500. 1 Dakota Business Lending 5630 36th Ave S Fargo ND 58104 450443523 501(c)(3) 42300 0 DBL used the grant proceeds for the development of a strategic plan, direction, and implementation of the newly created and certified Community Development Financial Institution (CFDI). 1 0 Part I, Line 2: The Foundation's written grantee application process includes detailed organizational information and tax status, mission, governance, conflicts of interest, project description, and budget. Grant agreements require periodic and final progress reporting and return of unspent grant funds. Form 990, Part VI, Section A, line 2 J Patrick Traynor has a business relationship with Dan Carey, Susan Mathison, Sindy Keller and Phil Hansen. Form 990, Part VI, Section A, line 6 The sole member of Achievements Unlimited Foundation with voting rights shall be Impact Foundation. Form 990, Part VI, Section A, line 7a The voting Directors of the Board shall be elected by the Corporate Member, Impact Foundation. Form 990, Part VI, Section A, line 7b Any decision by the governing body to amend the Articles of Incorporation or the Bylaws must be approved by Impact Foundation. Form 990, Part VI, Section A, line 8b There were no committees with authority to act on behalf of the Board. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is provided to each voting Board Member for their review prior to filing. The filed Form 990 will be an agenda item at the next scheduled Board meeting for management to review with Board Members. Actions taken will be so noted in the minutes of the Board. Form 990, Part VI, Section B, line 12c Board members and staff are required to review the conflict of interest policy and declare any conflicts annually. In addition the Administrative Manager notifies the Executive Director of any other conflicts that may arise during the year. If there are any conflicts, the Board is made aware of them and the Board member with a conflict is asked to abstain from voting. The process would be duly noted in the minutes. Form 990, Part VI, Section C, line 19 Achievements Unlimited Foundation's governing documents, conflict of interest policy, and consolidated financial statements are made available to the public upon request. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 7,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,500. Management Services Fees: Program service expenses 0. Management and general expenses 3,801. Fundraising expenses 0. Total expenses 3,801. Form 990, Part XII, Line 2c: Achievements Unlimited Foundation does not have a specifically appointed audit committee; however, the Board of Directors does assume responsibility for oversight of the audit of its consolidated financial statements and selection of an independent accountant. Impact Foundation 4321 20th Ave S Fargo ND 58104 200520386 Public Foundation ND 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0