2013-11-15T13:23:45-06:00 2012-12-31 450250958 EIDE BAILLY LLP 4310 17TH AVE S PO BOX 2545 FARGO ND 581082545 990 2012-01-01 202052288 Achievements Unlimited Foundation ACHI 7012710263 4141 28th Ave S Fargo ND 58104 J Patrick Traynor 7012710263 2013-11-14 1 LISA CHAFFEE CPA P00193453 7012398500 2013-11-14 2012 2016-02-25 16:41:14Z X J Patrick Traynor 4141 28th Ave S Fargo ND 58104 173213 0 X www.impactfdn.org X 2004 ND Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation. 3 3 0 3 0 0 308892 167076 0 0 9127 6137 0 0 318019 173213 278625 24500 0 0 0 0 0 0 0 50429 67165 329054 91665 -11035 81548 1035398 1110758 266211 260023 769187 850735 X Achievements Unlimited Foundation operates exclusively for charitable, scientific and educational purposes exclusively for the benefit of, to perform the functions of, and to carry out the charitable purposes of Impact Foundation. Achievements Unlimited Foundation operates to provide non-profit organizations with educational resources and technical assistance to measurably improve their organizational effectiveness and to optimize their long-term financial capacity and sustainability resulting in a more effective and greater societal impact. 0 0 18908 0 Organizational EffectivenessAchievements Unlimited Foundation and Impact Foundation, its supported organization, (the "Foundations") recognize that many nonprofit organizations often lack expertise and financial resources to invest in critical organizational assessments, strategic planning and highly effective fundraising efforts to ensure their organization's effectiveness and sustainability over the long-term. The Foundations partnered with Dakota Medical Foundation to provide support and promote education and training sessions for nonprofit partner organizations through the Impact Institute. The Impact Institute has provided training to over 300 partner nonprofit organizations since its 2005 inception. 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 Impact Institute. The Foundations have encouraged many area nonprofit organizations to attend the Impact Institute's education and training programs. High Impact Fundraising Training: Training organizations to implement comprehensive development systems and become skillful fundraisers is a key program at the Impact Institute. Through High Impact Fundraising Training, organizations learn a new framework, and how to deploy a series of easy-to-use techniques and tools to improve donor relationships and fundraising success. In 2012, over 200 nonprofit executives, board members and staff attended training in Fargo, Bismarck, Minot and Devils Lake. A sampling of 22 nonprofit organizations participating in the training raised an average of 16% more from 2007-2011, over $27 million more annually to fulfill their missions.Take Back Your LifeIn May 2012, our partner McGhee Productivity Solutions trained 53 achievement-oriented nonprofit executives to more fully use Microsoft Outlook to reclaim and refocus time their most valuable resource while also creating more strategic focus. Participants learned how to manage their priorities and gain much greater personal productivity, experience control over emails and information, and reap more time for tasks that truly make a difference.The High Impact Director: Governing for Exceptional ResultsIn October 2012, more than 80 nonprofit board leaders participated in high impact board training to help them grow into powerful, effective and inspiring teams. Topics included how to use their missions for decision-making, how to create accountability among members and use curiosity to continually innovate and improve results. Grant Writing: The Foundations provide grant writing technical support to its partner nonprofit organizations aiming to increase resources for their programs and services. Dakota Medical Charities provided a multi-year grant that initially funded this initiative in 2005. The Foundations continue to leverage those funds by assisting other nonprofit organizations with their development efforts through writing effective grant applications. Grant writing efforts to date have resulted in over 40 grants awarded totaling more than $6 million. 62637 24500 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. Grants from the USDA Office of Rural Development, North Dakota Department of Commerce, and Dakota Certified Development Corporation funded the establishment of a procurement assistance center (PAC) in 2006 to provide research, technical assistance, and training to North Dakota small businesses assisting them in securing federal and state government contracts for their goods and services. The USDA Office of Rural Development provided Achievements Unlimited Foundation with a $193,000 grant in 2008 to assist businesses in key rural communities throughout the state. The USDA grant ended in 2012. The Otto Bremer Foundation provided Impact with a $240,000 multi-year grant in 2008 to establish a Veteran's Entrepreneurship Assistance Program. While this funding ended in December 2011, it allowed the Impact PAC to assist veterans to start, expand and continue their businesses by securing government contracts. Technical assistance has been provided to over 300 North Dakota businesses through December 2012 including 111 Native American and 70 veteran owned businesses and representing 90% of the current 8(a)/Small Disadvantaged Business certified companies. The Foundations have hosted 31 workshops with over 600 attendees. Over 237 bids have been submitted with 130 contracts obtained totaling over $189 million of which $117 million were Native American business contract dollars. Over 750 North Dakota jobs have been retained and/or created through the efforts of the Foundation's PTAC program. 81545 1 1 0 0 0 1 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X David Gibb 7012710263 4141 28th Avenue S Fargo ND 58104 Dan Carey 1.00 3.00 X X 0 0 0 John Bertel 1.00 2.00 X X 0 0 0 Susan Mathison MD 1.00 2.00 X X 0 0 0 J Patrick Traynor 10.00 10.00 X 0 42942 0 0 42942 0 0 0 0 0 0 32611 134465 167076 6137 6137 173213 0 0 6137 X 24500 24500 6000 3000 3000 5050 5050 47181 45131 2050 408 408 5450 5450 1599 1599 1289 1289 93 93 95 75 20 91665 81545 10120 0 1009654 1078659 22405 30528 3339 1571 1035398 1110758 264 107749 90749 158198 169274 266211 260023 X 769187 850735 769187 850735 1035398 1110758 81548 0 X X 0 1 X 0 0 X X X 0 0 0 Impact Foundation 200520386 7 1 24500 1 24500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 86938 7500 783156 1 1 0 Related Party Payable 169274 169274 X Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: Achievements Unlimited Foundation has been recognized by the Internal Revenue Service as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Achievements Unlimited Foundation undergoes an annual analysis of its various tax positions, assessing the likelihood of these positions being upheld upon examination with relevant tax authorities, as defined by the generally accepted accounting principles. Achievements Unlimited Foundation believes that they are compliant with all IRS tax regulations and as of December 31, 2012 and 2011 have not recorded liabilities for income taxes. The Foundation will recognize future accrued interest and penalties related to unrecognized tax liabilities in income tax expense if incurred. Achievements Unlimited Foundation is no longer subject to federal and state tax examinations by tax authorities for years before 2009. 1 Impact Foundation 4141 28th Avenue S Fargo ND 58104 200520386 501(c)(3) 24500 Program support 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 John Bertel, Dan Carey and Susan Mathison. Form 990, Part VI, Section A, line 3 J Patrick Traynor is the Executive Director of Achievements Unlimited and Impact Foundation. This position is paid by Impact Foundation. 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 needs to 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 11 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 are required to review the conflict 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. Conflicts are provided to the Board and Board Members with conflicts are asked to abstain from voting on the particular issue. Conflicts would be duly noted in the minutes. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. Other Fees Form 990, Part IX, line 11g Professional fees: Program service expenses 0. Management and general expenses 2,050. Fundraising expenses 0. Total expenses 2,050. Consultants: Program service expenses 45,131. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,131. 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, review, or compilation 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0