ACHIEVEMENT UNLIMITED FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVEMENT UNLIMITED FOUNDATION (EIN 20-2052288)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349302811
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:41:39-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4310 17TH AVE S PO BOX 2545 | AddressLine1 |
| City | FARGO | City |
| State | ND | State |
| ZIP Code | 581082545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202052288 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Achievements Unlimited Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACHI | NameControl |
| Phone | 7012710263 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 30th Ave S No 102 | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 581048403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Patrick Traynor | Name |
| Title | Executive Director | Title |
| Phone | 7012710263 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA CHAFFEE CPA | Name |
| PTIN | P00193453 | PTIN |
| Phone | 7012398500 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J Patrick Traynor | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 30th Ave S No 102 | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 581048403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 318019 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.impactfdn.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1314757 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 308892 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11661 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9127 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1326418 | TotalRevenuePriorYear |
| Total Revenue Current Year | 318019 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1072017 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 278625 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 140237 | OtherExpensePriorYear |
| Other Expenses Current Year | 50429 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1212254 | TotalExpensesPriorYear |
| Total Expenses Current Year | 329054 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114164 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11035 | RevenuesLessExpensesCY |
| Total Assets BOY | 1628681 | TotalAssetsBOY |
| Total Assets EOY | 1035398 | TotalAssetsEOY |
| Total Liabilities BOY | 848459 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 266211 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 780222 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 769187 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 293854 | Expense |
| Grants | 278625 | Grants |
| Description | 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 Foundations. The Foundations have encouraged many area nonprofit organizations to attend the Impact Institute's various education and training programs. Strategic Planning Training and Services: The Impact Institute piloted a Strategic Planning Toolkit and Webinar Series in 2011. The pilot was developed in conjunction with La Piana Consulting into three 90 minute sessions and an accompanying toolkit. Three nonprofits participated, with 100% of participants rating the webinar series with a score of 5 or 4 on a 0-5 point scale with 5 being the highest. The webinar and toolkit are available on www.impactgiveback.org.High Impact Fundraising Training: Educating and training organizations to become effective fundraisers is a key program at the Impact Institute. Professional trainers using highly structured and effective training methods and follow-up activities have provided training to over 200 organizations. A sampling of 22 nonprofit organizations participating in the training indicated an increase in contributions between 2007 ($31.9 million) and 2010 ($47.2 million).Shared Services Initiative: 80 nonprofit executives, staff and board members attended a Nonprofit Redesign Seminar. 91% of participants rated the seminar as a 5 or 4 on a 0-5 point scale with 5 being the highest. The Foundations have developed a pilot Management Services Organization (MSO) concept to provide shared administrative services for smaller nonprofit organizations in order to reduce the overhead costs associated with managing their programs and services; produce improved financial processing allowing more time to focus on strategic issues.High Impact Seal of Distinction Program: The Foundations, in partnership and collaboration with Dakota Medical Foundation, developed this program as the "capstone" for its series of education and training programs. The program includes an organizational assessment and development plan, additional board and executive leadership training, plan implementation support and annual renewals. Completion of the program is designed to build the capacity of executives to take their organizations from functioning well to superior performing, high impact organizations. The inaugural program included the participation of the Impact Foundation, Dakota Medical Foundation and 12 other nonprofit organizations' board of directors and executive staff. In May 2011, the inaugural class of 14 nonprofits received the High Impact Seal of Distinction.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. Impact continues 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 33 grants awarded totaling $6,213,610.High Impact Philanthropy (HIP): The Foundations, in partnership with Dakota Medical Foundation, initiated this program to unite outstanding community funding organizations and private donors to research and discuss various societal problems and issues in the region with the goal of a common focus and more coordinated, effective strategies to achieve a greater impact in the community. Impact Foundation serves as the fiscal host for the HIP initiative. The HIP Initiative was launched in the spring of 2009 with support from the Otto Bremer, Bush and Dakota Medical Foundations. The Impact Institute partnered with Mark Kramer, Founder and Managing Director of FSG, author of several influential articles and one of the leading experts in the field of philanthropy, to facilitate the HIP initiative. The goal of HIP is to inspire funders to adopt a new approach to more strategically and collaboratively solve societal issues in the region. The HIP steering committee is comprised of foundation, corporate and individual donors that invest over $75 million annually to support various charitable endeavors in the region. The steering committee's initial focus is to build the assets of youth living in Cass and Clay counties. Dr. Rathge of the North Dakota Data Center has conducted an inventory of all organizations in Cass and Clay counties that are working on youth asset building, including: organizational budget size, youth asset building areas, measures of performance, and interaction with other organizations in the area.The initial group of 15 organizations and community leaders came to a consensus to focus the HIP group's initial efforts on improving the internal and external assets of youth in the Fargo-Moorhead (FM) area. The goals of the HIP Initiative are: 1) Engaging youth, youth development organizations and others to develop a coordinated strategy to make the FM area a place where all youth can maximize their potential; 2) hold a Youth Development Summit; 3) release an environmental scan of organizations serving youth in the FM area that includes organization size, areas of focus, and collaboration activities; 4) develop a budget and identify an individual to coordinate, plan and implement the next phases for the HIP group.A stakeholder conference was held in December 2011 with over 100 participants from 54 different youth organizations and agencies in the Fargo-Moorhead area. Planning teams of cross-sector community stakeholders have been formed to accomplish this step/phase, and will be utilizing the Ready by 21 frame work from Forum for Youth Investment. An initial community-wide blueprint that outlines results, indicators and action steps needed to create the conditions for all children to reach their maximum potential will be released in 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24380 | Expense |
| Description | 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 established the procurement assistance program (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 Otto Bremer Foundation provided Impact with a $240,000 multi-year grant in 2008 to establish a Veteran's Entrepreneurship Assistance Program. This funding allowed the PAC to assist veterans to start and expand their businesses by securing government contracts. Funding from the USDA Office of Rural Development has allowed this program to assist businesses in key rural communities throughout the state. Through 2011, technical assistance has been provided to over 290 North Dakota businesses including 111 Native American and 62 veteran owned businesses and representing 90% of the current 8(a)/Small Disadvantaged Business certified companies. The PAC has provided 29 workshops with over 523 attendees. Over 197 bids have been submitted with 115 contracts obtained totaling over $171 million of which $111 million were Native American business contract dollars. Over 685 North Dakota jobs have been retained and/or created.Impact entered into a 30-year loan commitment with the USDA Intermediary Loan Program (IRP) through the Office of Rural Development in 2007. The IRP created a $937,500 pool of funds available to qualifying North Dakota businesses at low interest rates. Dakota Certified Development Corporation (DCDC) provided a grant to Impact to meet the equity requirement under the terms of the USDA loan with Impact. DCDC manages the loan program under an agreement with Impact. As of 12/31/2011 6 loans totaling over $674,000 have been provided to small businesses in rural communities. DCDC has established a charitable fund at the Foundations that will provide funding to improve the North Dakota business climate. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 318234 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Gibb | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7012710263 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 30th Avenue South Suite 102 | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 58104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Dan Carey | ||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 |
| John Bertel | ||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 |
| Susan Mathison MD | ||||||
| Secretary/Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| J Patrick Traynor | ||||||
| Executive Director | 10.00 | X | 0 | 43700 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 43700 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 22405 | GovernmentGrants |
| All Other Contributions | 286487 | AllOtherContributions |
| Total Contributions | 308892 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9127 | TotalRevenueColumn |
| Exclusion | $9,127 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 318019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,127 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278625 | Total |
| Program Services | 278625 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Program Services | 4000 | ProgramServices |
| Management And General | 4000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4800 | Total |
| Management And General | 4800 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18247 | Total |
| Program Services | 16247 | ProgramServices |
| Management And General | 2000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12559 | Total |
| Program Services | 12559 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333 | Total |
| Program Services | 333 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1739 | Total |
| Program Services | 1739 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1185 | Total |
| Program Services | 1185 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3291 | Total |
| Program Services | 3291 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203 | Total |
| Program Services | 203 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Dues, books, and subscr | Description |
| Total | 70 | Total |
| Program Services | 50 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2 | Total |
| Program Services | 2 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329054 | Total |
| Program Services | 318234 | ProgramServices |
| Management And General | 10820 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1575456 | BOY |
| EOY | 1009654 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 22405 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3225 | BOY |
| EOY | 3339 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628681 | BOY |
| EOY | 1035398 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1030 | BOY |
| EOY | 264 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384616 | BOY |
| EOY | 107749 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462813 | BOY |
| EOY | 158198 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848459 | BOY |
| EOY | 266211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 780222 | BOY |
| EOY | 769187 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 780222 | BOY |
| EOY | 769187 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628681 | BOY |
| EOY | 1035398 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -11035 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Impact Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200520386 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $260,654 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 260654 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 7500 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 398312 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Related Party Payable | Description |
| Amount | $158,198 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 158198 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | 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, 2011 and 2010 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 2008. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Boston College Center on Wealth and Philanthropy Foundation | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | 16471 | ND wealth transfer study |
| Impact Foundation | |||||||
| 4152 30 Ave S | Fargo | ND | 58104 | 200520386 | 501(c)(3) | 260654 | Program and initiative support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Foundation's primary grant recipient is their supported organization, Impact Foundation. For grants to other organizations, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | J Patrick Traynor has a business relationship with John Bertel, Dan Carey and Susan Mathison. Mr. Bertel, Mr. Carey and Ms. Mathison serve as volunteers on the board of a related organization, Impact Foundation, where Mr. Traynor serves as the Executive Director. |
| 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. |
| Form 990, Part VII: | J. Patrick Traynor also devotes about 10 hours to Impact Foundation, a related organization. Dan Carey devotes about 3 hours to Impact Foundation and John Bertel and Susan Mathison devote about 2 hours to Impact Foundation. |
| Form 990, Part XII, Line 2: | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Impact Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 30th Ave S Suite 102 | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 58104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200520386 | EIN |
| Primary Activities | Public Foundation | PrimaryActivities |
| Legal Domicile State | ND | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |