2025-11-14T13:58:46-06:00 2024-12-31 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2024-01-01 202052288 Achievements Unlimited Foundation ACHI 7013562656 4321 20th Ave S Fargo ND 58103 Damon Gleave Authorized Representative 7013562656 2025-11-14 1 1 Lisa Chaffee CPA P00193453 7012551091 2025-11-14 2024 2025-03-06 01:10:19Z J Patrick Traynor 4321 20th Ave S Fargo ND 58103 6777827 0 X https://ndimpactfdn.org/ X 2004 ND Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation. 6 6 0 6 0 0 180040 6734112 0 0 30166 36620 0 0 210206 6770732 42300 222300 0 0 0 0 0 0 0 22059 22972 64359 245272 145847 6525460 1206683 7768582 7274 22502 1199409 7746080 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 229800 222300 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. In 2024, the Institute helped readily-equip over 600 charitable organizations to grow and operate more efficiently in order to support their missions. With an emphasis on connecting with fellow charities, organizations are invited to participate in training opportunities. These courses cover a wide variety of topics, ultimately equipping the charities with a broader understanding of fundraising. Charities were able to learn and grow in person and online. 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.Community Support: Achievements Unlimited Foundation provides grants to support community events, statewide nonprofit organizations, and other societal improvement initiatives. Grants were provided for these purposes from established Achievements Unlimited Foundation charitable funds, other grants, and donor contributions received by the Foundations 229800 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 6 6 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Damon Gleave 7013563136 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 0.10 2.00 X X 0 0 0 Sindy Keller Treasurer 0.10 2.00 X X 0 0 0 Jacob Strinden Board Member (as of July) 1.00 2.00 X 0 0 0 Eric Monson Board Member (as of July) 1.00 2.00 X 0 0 0 J Patrick Traynor Executive Director 0.50 17.50 X 0 121962 0 0 121962 0 0 0 0 0 0 6734112 6734112 43715 43715 7095 -7095 -7095 -7095 6770732 0 0 36620 222300 222300 7460 7460 4183 4183 11305 7500 3805 24 24 245272 229800 15472 0 234869 51983 971814 7716599 1206683 7768582 7274 22502 7274 22502 X 1019409 1020596 180000 6725484 1199409 7746080 1206683 7768582 6525460 21211 0 X X 0 1 X 0 0 X X 2 Impact Foundation 200520386 7 1 0 0 Class of Supported 000000000 10 0 222300 0 2 222300 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 1 201 42300 975189 1 1 0 Related Party Payable 22502 22502 X 11449636 21211 4661876 4683087 6766549 4183 4183 6770732 3040690 2807101 2807101 233589 4183 7500 11683 245272 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 4,660,949. Management services fee included with Revenue on Audit -7,500. To eliminate interdepartmental revenues for DAF management fees allocation. 8,427. Part XII, Line 2d - Other Adjustments: Expenses of Consolidated Foundation 2,798,674. To eliminate interdepartmental revenues for DAF management fees allocation. 8,427. 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). Red River Zoo 4255 23rd Ave S Fargo ND 58104 363938878 501(c)(3) 180000 0 To suppport general operations. 2 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, MD, Sindy Keller, Eric Munson, Jacob Strinden, 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 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