2019-11-13T16:53:55-06:00 2018-12-31 450250958 EIDE BAILLY LLP 4310 17TH AVE S PO BOX 2545 FARGO ND 581082545 990 2018-01-01 202052288 Achievements Unlimited Foundation ACHI 7012710263 4141 28th Ave S Fargo ND 58104 J Patrick Traynor Executive Director 7012710263 2019-11-13 1 Lisa Chaffee CPA P00193453 7012398500 2019-11-13 216.147.181.45 2019-11-13 11:34:05 CS P 66CC91E6B7F11C4783FFFA5645E675327CB67316 3F1B4C4A1C1F32CA3CD03C05270CE62742EA9E6E 2018 2020-01-14 16:20:31Z J Patrick Traynor 4141 28th Ave S Fargo ND 58104 37532 0 X www.impactgiveback.org X 2004 ND Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation. 3 3 0 3 0 0 15047 10391 0 0 3325 27141 0 0 18372 37532 12449 0 0 0 0 0 0 0 0 10087 22365 22536 22365 -4164 15167 1031134 1011207 51990 34566 979144 976641 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 10133 0 Organization Effectiveness Achievements Unlimited Foundation, the supporting organization of Impact Foundation (collectively the "Foundations"), recognizes that many nonprofit organizations often lack 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 through the Impact Institute (Institute) to provide support, education, training, and coaching sessions for nonprofit partner organizations. Since inception in 2005, more than 5,300 nonprofit executives and directors from over 500 nonprofit organizations have trained in Institute 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 2018, the Institute helped readily-equip 500 charity organizations to solve complex community challenges. With a particular focus in fundraising, many charities continued their professional development in a fundraising curriculum and coaching program called FundingLogic. This program was developed to build a mastery of fundraising and leadership. As a result of participating in fundraising training, a study of 23 nonprofit organizations showed community support on Giving Hearts Day increased over a ten-year period from $380,000 in donations in 2008 to $1.93 million in donations in 2018.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 $28.8 million in grant funding. 10133 1 0 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 0 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 3 3 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Michael Schumacher 7012710263 4141 28th Avenue S Fargo ND 58104 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 J Patrick Traynor Executive Director 0.50 16.50 X 0 85288 0 0 85288 0 0 0 0 0 0 10391 10391 26986 26986 155 0 155 155 155 37532 155 0 26986 X 6865 6865 4507 4507 10775 9956 819 25 5 20 172 172 21 21 22365 10133 12232 0 1031134 98041 913166 1031134 1011207 1000 0 35377 25042 15613 9524 51990 34566 X 979144 976641 979144 976641 1031134 1011207 15167 -17670 0 X X 0 1 X 0 0 X X 1 Impact Foundation 200520386 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 50 7500 905666 1 1 0 Related Party Payable 9524 9524 X 2076482 -17670 2056620 2038950 37532 0 37532 1984674 1974316 1974316 10358 4507 7500 12007 22365 Part X, Line 2: Achievements Unlimited Foundation is organized as a North Dakota nonprofit corporation and has been recognized by the IRS as exempt from federal income taxes under IRC Section 501(a) as an organization described in IRC Section 501(c)(3), qualifies for the charitable contribution deduction, and has been determined not to be a private foundation. The entity is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the entity is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. If required, the entity files an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. Part XI, Line 2d - Other Adjustments: Management services fee -7,500. Revenue of consolidated Foundation 2,068,627. Investment management fees -4,507. Part XII, Line 2d - Other Adjustments: Expenses of consolidated Foundation 1,974,316. Part XII, Line 4b - Other Adjustments: Management services fee 7,500. Form 990, Part VI, Section A, line 2 J Patrick Traynor has a business relationship with Dan Carey, Susan Mathison, 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 final 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 Assistant 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 financial statements are made available to the public upon request. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 2,456. Management and general expenses 819. Fundraising expenses 0. Total expenses 3,275. Management services fee: Program service expenses 7,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,500. 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 financial statements and selection of an independent accountant. Impact Foundation 4141 28th Avenue 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 1 0 0