2024-11-14T11:28:53-06:00 2023-12-31 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-01-01 200520386 Impact Foundation IMPA 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 4907027 0 X https://ndimpactfdn.org/ X 2003 ND Build capacity of nonprofits, businesses & individuals to maximize their community impact. 4 4 6 180 0 0 2557419 3248460 469328 506417 28383 145870 -13154 -703 3041976 3900044 512610 1568446 0 0 730938 569170 0 0 13999 504519 407280 1748067 2544896 1293909 1355148 6186034 7427308 568794 507939 5617240 6919369 X With a mission to build the capacity of nonprofits, businesses, and individuals to maximize their community impact, Impact Foundation's overall goal is to dramatically improve its nonprofit partners' capacity to produce superior results. Impact Foundation operates exclusively for charitable, scientific, and educational purposes. To meet its primary goal, Impact Foundation (Impact) receives and administers donations, makes contributions to, and provides assistance to other nonprofit organizations. Impact operates charitable initiatives designed to measurably improve society in areas including: economic development; health and healthcare access; education and training; and other philanthropic areas identified by donors. 0 0 491624 67490 Organizational EffectivenessImpact and its supporting organization, Achievements Unlimited Foundation (collectively the "Foundations"), recognize 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 individual 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. 7295 17890 Economic DevelopmentThe Foundations support the economic development of North Dakota communities by initiating and funding various initiatives directed at assisting small businesses located in North Dakota.In 2007, Impact entered into a 30-year, $750,000 loan commitment with the USDA Office of Rural Development under its Intermediary Relending Loan Program (IRP). Impact committed an equity contribution of $187,500, equaling a total loan pool of $937,500, available to qualifying North Dakota businesses at low interest rates. Dakota Business Lending (DBL), formerly Dakota Certified Development Corporation, provided a grant to Impact to meet the equity requirement under the terms of the USDA loan. DBL manages the day-to-day operations of the IRP under an agreement with Impact.Since inception, Impact has provided eleven (11) loans to small businesses in rural communities, equaling more than $1,416,942. As of December 31, 2023, Impact had (1) loan outstanding with a total IRP Loans Receivable balance of $246,842 included in Part X, Line 13, Investments - Program Related and Schedule D Part VIII. 1925551 1568446 421412 Community SupportImpact provides grants to support community events, statewide nonprofit organizations, and other societal improvement initiatives. Grants were provided for these purposes from established Impact charitable funds, other grants, and donor contributions received by the Foundations. Impact provided funding to restock the food shelter at Great Plains Food Bank through the support of the Fargo-based Fill-the-Dome program. The Foundations have given back to North Dakota communities impacted by natural disasters and are ready to help coordinate and provide financial support for fundraising efforts when needed.When aligned with its mission, Impact provides Fiscal Sponsor Projects (FSP) to community groups and individuals desiring to obtain financial or other support for their charitable projects through grants, or to receive tax-deductible donations from individuals and other contributors through the sponsor. FSP arrangements may range from a project or an organization included completely under Impact's 501(c)(3) umbrella to assistance to an organization establishing their own separate 501(c)(3) organization. Current FSPs as of December 31, 2023, include the following:Women's Impact (FSP) creates opportunities for women to connect while empowering each other to make a positive impact in their lives, families, and communities.Badges of Unity (FSP) works to unite all community members, build trusting relationships with at-risk youth, and partner with others to ensure a bright future for all. By working to strengthen current programs and connecting youth to after-school activities in their neighborhood, new non-traditional, after-school activities have been developed. Badges of Unity hosted "Fargo United" events in local parks with food, music, and positive interactions with law enforcement.Par 4 Youth Golf (FSP) supports the PGA Junior League Golf by providing playing opportunities, equipment, and financial assistance to benefit those in need.Sinner Bresnahan Healthy Kids Initiative (FSP) is a "grassroots" program formed for the purposes of engaging the youth of Casselton, North Dakota, toward positive social relationships.Tech4Kids (FSP) works to support children that do not have access to technology in their home by repurposing used laptops, iPads, and MacBooks for youth in need. The Next Step ND (FSP) supports survivors of human trafficking and helps to get them established back into the community. She Overcomes (FSP) empowers women to live with confidence and courage in community through confidence accelerators, personal & professional development retreats and 1:1 coaching.Excite Music (FSP) supports a mission to ensure that every child has the opportunity to learn and experience music, regardless of economic status. Excite Music offers student participants a variety of different ways to engage with music through free after-school music lessons and the opportunity to attend local music schools.The Russ Newman Memorial Youth Fund (FSP) was created in memory of Russ Newman by his children to "Help Kids Compete" in life. The fund aims to provide children with things such as clothes, scholarships, and even Christmas presents. In 2023, the RNMYF hosted the Russ Newman Junior Invitational golf tournament which awarded scholarships and athletic opportunities to six dedicated kids. The fund also supported Cops and Kids, which connects Fargo Police officers with special local children to shop together for clothes and toys. The fund also supported Dakota Selects Baseball, which allows North Dakota boys to compete at a higher level.The Lt. Adam Gustafson Memorial Fund (FSP) exists to encourage aspiring law enforcement officers; provide needed equipment, resources, and support to local law enforcement agencies; and to show appreciation to our first responders.A veteran emergency charitable fund called Support Our Veterans (SOV), was established at Impact to receive charitable contributions from donors and to support the emergent needs of North Dakota veterans and their eligible dependents who are not covered under current federal or state programs. GiveBack InitiativeIn 2006, Impact launched its GiveBack Initiative to inspire donors to substantially increase and improve the impact of their giving of time, talent, and treasure in North Dakota and western Minnesota communities. Grants from Dakota Medical Foundation, Alex Stern Family Foundation, Bush Foundation, and various individual and corporate contributions have provided the funding for this Initiative. Initiative strategies have focused on education and training for nonprofit organizations to become highly proficient fundraisers and to be more operationally efficient and effective. The initiative has developed new ways of thinking and approaches surrounding wealth transfer and volunteerism in North Dakota and Minnesota.North Dakota Wealth Transfer: The Foundations initially commissioned and funded a North Dakota wealth transfer study in 2005, conducted by the Center on Wealth and Philanthropy at Boston College in Boston, Massachusetts. Impact has distributed the North Dakota Wealth Transfer Study to donors, community leaders, nonprofit organizations, attorneys, accountants, financial advisors, banks, and trusted personnel in several North Dakota communities. Another North Dakota Wealth Transfer Report was commissioned by the Foundation in 2011, "Endless Possibilities on the Prairie: Unleashing North Dakota's Great Potential" 2007-2061, and associated data entitled "Communities with Possibilities". The new study concluded that through 2061 North Dakota households will give over $95 billion to charity and pay an estimated $39 billion in estate taxes. The supplement to Endless Possibilities was the first ever county level analysis of North Dakota wealth transfer.Regional Philanthropy Study: Impact commissioned the Regional High Impact Philanthropy Study in 2016 to gain a clearer view of why people in the region give money and time, how much they give, what motivates them, and several other issues related to philanthropy, estate planning and charitable contributions in the Fargo-Moorhead area. Dakota Medical Foundation and Alex Stern Family Foundation funded the effort. A team of North Dakota State University and University of North Dakota researchers developed and conducted the study. The philanthropy study complements "Endless Possibilities on the Prairie: Unleashing North Dakota's Great Potential," which provided an overview of wealth transfer and projected wealth transfer in North Dakota from 2007 to 2061. The philanthropy study data will help area charities strategically position themselves to be part of this projected wealth transfer and give donors more information about how they can deepen the impacts of their gifts. Impact has incorporated information and insights gained through the study into training materials and will continue to utilize this information in future training sessions with regional charities.Giving Hearts Day Website: The website (www.givingheartsday.org) is designed to provide a one-stop information resource for donors to conveniently locate, review, volunteer and make contributions to nearly 550 nonprofit organizations in the region. Qualified nonprofit organizations in North Dakota and northwestern Minnesota are encouraged to place their organizational information on the website to easily connect with donors of time, talent, and treasure. Donors are able to research and identify their favorite nonprofit organizations and to make contributions online using their credit card or by check. Nonprofit organizations are able to utilize the website to receive contributions and promote their organization year-round. Significant efforts and commitments have been made by Impact to enhance the website to better connect donors with nonprofit organizations that fit the donor's charitable goals. Since its 2007 implementation, the online giving website has processed nearly $61.6 million for its partner nonprofits. Impact implemented a Volunteer Initiative in 2007 designed to help nonprofit organizations more effectively recruit, train, manage and retain volunteers. The online giving website, GivingHeartsDay.org, includes a volunteer page that provides the capability for nonprofit organizations to list their volunteer opportunities, as well as needs for new and used physical goods. Giving Hearts Day Initiative (GHD) Initiative: Impact partnered with Dakota Medical Foundation (DMF) to establish the GHD Initiative to build the fundraising capabilities of nonprofit organizations and promote charitable giving in the region. 2424470 1 1 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 10 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X Damon Gleave 7012710263 4321 20th Ave S Fargo ND 58103 Dan Carey Chair 3.00 0.10 X X 0 0 0 Susan Mathison MD Vice Chair 2.00 0.10 X X 0 0 0 Phil Hansen Secretary/Treasurer 2.00 0.10 X X 0 0 0 Sindy Keller Board Member 2.00 0.10 X X 0 0 0 J Patrick Traynor Executive Director 17.00 0.50 X 129904 0 0 129904 0 0 1 0 0 0 0 34911 3213549 1593332 3248460 Give Back Membership D 900099 382802 382802 Contracted Services In 900099 67490 67490 Management Services In 900099 38235 38235 Intermediary Relending 900099 17890 17890 506417 132553 132553 954473 941156 13317 13317 13317 64749 34911 65827 -1078 -1078 375 0 375 375 3900044 506792 0 144792 1568446 1568446 129904 80804 36007 13093 367382 367382 34587 34587 2906 2906 34391 30995 2490 906 64010 31775 32235 18950 18950 49924 49555 369 11610 9814 1796 6616 5460 1156 44655 44360 295 18650 18650 615 615 2795 1837 958 2295 2295 79539 75271 4268 21668 13882 7786 Program Expenses 78598 78598 Dues, books, and subscr 7283 7238 45 72 72 2544896 2424470 106427 13999 3668527 3966623 105000 375143 4725 2894 1784 522 1079569 1000671 164017 78898 1703007 501262 1994615 524438 500077 14536 7274 6186034 7427308 131789 84254 182745 198720 254260 224965 568794 507939 X 4037052 5144285 1580188 1775084 5617240 6919369 6186034 7427308 1355148 -53019 0 X X 0 1 X 0 0 X 1698490 2193163 2178539 2557419 3248460 11876071 1698490 2193163 2178539 2557419 3248460 11876071 5167531 6708540 40065 44319 22904 29427 132553 269268 12145339 1983319 0.55240 0.62730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 2083209 1248170 3460431 1 1 214589 2590 8715 450 225444 129711 80050 5278 450 214589 54412 74125 1586 412 129711 45648 8600 444 280 54412 37280 7615 873 120 45648 0.00000 0.92420 0.07580 0 0 1079569 1000671 78898 78898 1994615 F 1994615 IRP Loans Receivable 246842 F IRP Revolving Fund 253235 F 500077 X 4153097 -53019 306072 253053 3900044 0 3900044 2663349 52626 52626 2610723 -65827 -65827 2544896 Part V, Line 4: The Funds are established by the Foundation as endowments to promote and support initiatives, programs, and projects designed to make a significant impact in health and healthcare, education, economic development, and other charitable areas primarily benefiting residents of the state of North Dakota. Part X, Line 2: Impact 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. Impact 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: Fundraising Expense included in revenue 65,827. Revenue from Consolidated Subsidiary 240,245. Part XII, Line 2d - Other Adjustments: Expenses from Consolidated Subsidiary 52,626. Part XII, Line 4b - Other Adjustments: Fundraising Expense included in revenue -65,827. Lt. Adam Gustafson Memorial Golf 60676 25087 35589 8699 11546 5943 1095 6424 Russ Newman Invitational 38984 9824 29160 5800 10628 5770 9922 99660 34911 64749 14499 22174 11713 1095 16346 65827 -1078 1 Prairie Heights Church 319 32nd Ave E West Fargo ND 58078 450456211 501(c)3 750000 0 Connect those apart from God with Christ and a Church Family Living Word Lutheran Church 800 E Southview Ct Marshall MN 56258 271841681 501(c)3 220000 0 Church building project Casselton Parks And Recreation 310 6 AveE S Casselton ND 58012 456006765 501(c)3 75000 0 Support 5th Qtr Activities for youth with safe, drug and alcohol-free events. ND Department of Veterans Affairs 4201 38th St SW Ste 104 Fargo ND 58104 450434375 US Governemnt 80000 0 Support for emergency needs of ND Veterans Bethel Church 2702 30th Ave S Fargo ND 58103 450382931 501(c)3 50000 0 Support general operations, missions and Benevolence Fund FM Area Foundation Corporation 409 7th Street S Fargo ND 58103 456010377 501(c)3 50000 6386 book value playground equip, storage unit, carts Folkways Community Support Capstone Classical Academy 3910 25th Street S Fargo ND 58104 863946901 501(c)3 30000 0 Equipment & fit up cost of school campus Great Plains Food Bank 1720 3rd Ave N Fargo ND 58102 472229589 501(c)3 17597 0 Support of hunger relief activities West River Health Services Foundation 100 Hwy 12 Hettinger ND 58639 450411825 501(c)3 16000 0 Support West River Health Services and Western Horizons Living Center Prison Fellowship PO Box 1550 Merrifield VA 221161550 620988294 501(c)3 13500 0 Supporting the Church to serve currently and formerly incarcerated people and their families Memory Cafe of the Red River Valley PO Box 883 Fargo ND 58107 822788530 501(c)3 11500 0 support those affected by memory loss Fargo Park District Foundation 701 Main Avenue Fargo ND 58103 471248968 501(c)3 10000 0 Support of the new Fargo Park District Facility NDSU Foundation & Alumni Association PO Box 5144 Fargo ND 581055144 237120898 501(c)3 10000 0 Scholarship support YWCA of Cass Clay 4650 38th Ave S No 110 Fargo ND 58104 450226435 501(c)3 9500 0 Support services for women affected by violence and homelessness. Cass County Veteran Service Office 211 9th Street South Fargo ND 58103 456002205 US Government 8500 0 Grocery cards for veterans struggling with food insecurity and assist veterans transitioning from homelessness. Make A Wish Foundation of ND 4143 26th Ave S Ste 104 Fargo ND 58104 450393770 501(c)3 7500 0 Provide support for wishes of children with critical illnesses Walhalla Lutheran 416 Central Ave Walhalla ND 58282 450376780 501(c)3 7500 0 Support general operations of the church Landon's Light Foundation 3941 4th Street East West Fargo ND 58078 843421530 501(c)3 6500 0 Support families with children battling chronic medical conditions North Dakota FFA Foundation PO Box 6022 Bismarck ND 58504 450359297 501(c)3 6000 0 Support leadership opportunities and activities of the ND FFA and agricultural education. Hospice of the Red River Valley 1701 38th St S 101 Fargo ND 58103 450349152 501(c)3 5500 0 Providing comfort at the end of life's journey City Of Cando PO Box 396 Cando ND 58324 456006667 City of Cando 8600 0 Support of library, hockey arena, golf course, fire department, and swimming pool 21 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. X 3 1593332 Appraisal 0 0 1 0 Part I, Column (b): The amount reported in Part I, Column (b) represents the number of contributions. Form 990, Part III, Line 4c The online giving environment improves efficiency to raise funds for nonprofit programs serving the region. The online giving website at GivingHeartsDay.org is used to promote the annual Giving Hearts Day event held each February, providing donors with an easy-to-use website to make online contributions to 562 of their favorite North Dakota and Minnesota charitable organizations throughout the year. Since implementation in 2008, the GHD Initiative has generated almost 665,000 contributions for community nonprofit organizations totaling over $165.149 million. DMF has provided almost $8 million in matching funds and incentive grants for participating organizations since inception of this initiative. The Giving Hearts Day event held in February 2023 generated 90,351 donations for 562 charitable causes totaling $26.155 million in a 24-hour period. The participating nonprofit organizations obtained additional matching funds prior to the event. The Bush Foundation provided a grant of $105,000 which funded performance awards to Giving Hearts Day participating charities with top ratings in fundraising and donor engagement. The grant also helped support training and capacity building initiatives for participating charities, the majority of which were outside the Fargo-Moorhead area. Form 990, Part VI, Section A, line 2 J. Patrick Traynor and Sindy Keller have a business relationship. Susan Mathison, MD has a business relationship with J. Patrick Traynor. Phil Hansen has a business relationship with J. Patrick Traynor. Form 990, Part VI, Section A, line 8b There are no committees with the 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 B, line 15a The Executive Director's performance is reviewed annually by the Board members, excluding the Executive Director. Compensation is compared using the Council on Foundations annual salary survey and may also include comparison to other foundations of similar size and scope using their Form 990. Compensation changes are approved by vote of the Board with the Executive Director abstaining from voting. Form 990, Part VI, Section C, line 19 Impact's governing documents, conflict of interest policy, and consolidated financial statements are made available to the public upon request. Form 990, Part XII, Line 2c: Impact 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. Achievements Unlimited Foundation 4321 20th Avenue S Fargo ND 58103 202052288 Support mission of Impact Foundation ND 501(c)(3) Line 12a, I Impact Foundation 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0