IMPACT FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IMPACT FOUNDATION (EIN 20-0520386)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349302534
- 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 | 200520386 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Impact Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IMPA | 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 | 1103112 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.impactfdn.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | Build capacity of nonprofits, businesses & individuals to maximize their community impact. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2018134 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1006031 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 56316 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65796 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34391 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31285 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2108841 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1103112 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 518852 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 418802 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 237914 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 256904 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19413 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 924167 | OtherExpensePriorYear |
| Other Expenses Current Year | 417162 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1680933 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1092868 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 427908 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10244 | RevenuesLessExpensesCY |
| Total Assets BOY | 1790624 | TotalAssetsBOY |
| Total Assets EOY | 1815316 | TotalAssetsEOY |
| Total Liabilities BOY | 896788 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 911236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 893836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 904080 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of Impact Foundation is to build the capacity of nonprofits, businesses, and individuals to maximize their community impact with an overall goal 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 purpose, the Foundation receives and administers donations, makes contributions to, and provides assistance to other nonprofit organizations. The Foundation has the power to establish, own, operate, control, conduct and maintain various organizations and programs to meet its primary purpose. 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 557112 | Expense |
| Grants | 250795 | Grants |
| Revenue | 9171 | Revenue |
| Description | Organizational EffectivenessImpact and its support organization, Achievements Unlimited Foundation, (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 for other organizations 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 | 163648 | Expense |
| Revenue | 9600 | Revenue |
| 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 |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 155274 | Expense |
| Grants | 149478 | Grants |
| Description | Community SupportThe Foundation provides grants to support community events, statewide nonprofit organizations and other societal improvement initiatives. Grants were provided for these purposes from established named funds and from other grants and donor contributions received by the Foundations. Impact provided support to the local area Fill-the-Dome program to restock local food shelters. The Foundation has established a Clubs Fore Kids Initiative to promote community youth golf programs by providing clubs, practice and play opportunities to those unable to afford the cost of participation. The Foundations have given back to North Dakota communities impacted by natural disasters. During 2009 and 2010, the Foundations worked closely with Red River Valley community leaders to create charitable funds at Impact to receive grants and donor contributions to provide financial support for communities affected by the 2009 and 2010 flooding of the Red River. Impact coordinated with community committees to distribute funds to nonprofit organizations that benefited flood victims. The funds remain in place to collect contributions and to distribute funds for future flooding events. The Foundation stands ready to provide financial support in the event of future natural disasters by helping to coordinate fundraising efforts in North Dakota. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 167569 | Expense |
| Grants | 18529 | Grants |
| Revenue | 47025 | Revenue |
| Description | Giveback Initiative With grants from Dakota Medical Foundation, Alex Stern Family Foundation and various individual and corporate contributions, Impact launched the GiveBack Initiative in 2006 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. Initiative strategies have focused on education and training for nonprofit organizations to become highly proficient fundraisers and to be more operationally efficient and effective. Another key focus is providing education and training for donors and volunteers in the area through marketing, education and training of businesses and nonprofit organizations. The initiative has created new ways of thinking and new approaches to maximize opportunities presented with our region's significant wealth transfer and substantial existing and potential volunteer workforce.North Dakota Wealth Transfer: The Foundations 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 (Center). Impact has distributed the North Dakota Wealth Transfer Study to donors, community leaders, nonprofit organizations, attorneys, accountants, financial advisors, bank, and trust personnel in several North Dakota communities. The Center's initial study concluded that through 2055 North Dakota households will give over $38 billion to charity and pay an estimated $55.3 billion in estate taxes. Under the GiveBack Initiative basic strategies are presented to educate donors on how to reduce the outflow of capital (estate taxes) from our region through more strategic charitable giving during one's lifetime and better estate planning. Impact contracted with the Center to produce a new Wealth Transfer Micro-simulation Model that provides new estimates for North Dakota county-by-county wealth transfer data along with more recent U.S. data that was completed in 2011.A new North Dakota Wealth Transfer Report entitled, "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 "North Dakota County and City Wealth Transfer Analysis" were released by the Foundation in November 2011. The Wealth Transfer unveiling event was attended by over 125 persons. The supplement to Endless Possibilities is the first ever county level analysis of North Dakota wealth transfer. GiveBack Website: The website (www.impactgiveback.org) is designed to provide a one-stop information resource for donors to conveniently locate, review, volunteer and make contributions to over 400 nonprofit organizations in the region. 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 directly online using their credit card or to purchase gift cards that are redeemed as contributions to listed organizations. Nonprofit organizations are able to utilize the website to receive contributions, process event registrations, and conduct fundraising auctions. The volunteer page on the website consistently displays about 100 volunteer opportunities in the region. Impact partners with Dakota Medical Foundation to sponsor an annual Giving Hearts Day around Valentine's Day using the capabilities of the GiveBack online giving website. As of December 2011 the online giving website has processed over 30,000 contributions totaling over $3.7 million since its 2007 implementation.Giving Hearts Day Initiative: The Foundation has partnered with Dakota Medical Foundation to promote charitable giving in the region. The online giving environment expands the capacity of area nonprofit organizations to efficiently raise funds for their programs. The online giving website at www.impactgiveback.org is used to promote the annual Giving Hearts Day each February and provides donors with an easy-to-use venue to make online contributions to their favorite charitable organizations.The Giving Hearts Day Initiative has generated over 28,000 donor contributions totaling over $4.7 million since its 2008 implementation through June 2012. The Giving Hearts Day events have resulted in over $6.3 million in contributions to community nonprofit organizations.Veteran Emergency Charitable Fund: This Fund was established at Impact Foundation to receive charitable contributions from donors to support the emergency needs of North Dakota veterans and their eligible dependents not covered under current federal or state programs. Impact has partnered with the North Dakota Veteran's Affairs office to determine eligible veterans and their funding needs. Impact has defined a charitable class of North Dakota veterans to meet the requirements for distributions from the Impact charitable fund as determined and approved by the fund advisors each November. The Foundation supports a Veteran's Giving effort to raise charitable contributions for the Fund utilizing the GiveBack online giving website and other means. Since inception the fund has raised over $22,500 in contributions and provided assistance to 7 qualified veteran families. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 167569 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 18529 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 47025 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1043603 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| 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 | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | 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 S 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 | 3.00 | X | X | 0 | 0 | 0 |
| John Bertel | ||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 |
| Susan Mathison MD | ||||||
| Secretary/Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| J Patrick Traynor | ||||||
| Executive Director | 10.00 | X | X | 43700 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 43700 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | 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 |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mod Fundraising | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3231 Royal Drive | AddressLine1 |
| City | Grand Forks | City |
| State | ND | State |
| ZIP Code | 58201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Education and training | DescriptionOfServices |
| Compensation | 115800 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 260654 | RelatedOrganizations |
| Government Grants | 68623 | GovernmentGrants |
| All Other Contributions | 676754 | AllOtherContributions |
| Total Contributions | 1006031 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Give Back Membership d | 900099 | 46915 | 46915 |
| Registration fees - ed | 611430 | 18771 | 18771 |
| Miscellaneous Revenue | 900099 | 110 | 110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65796 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31285 | TotalRevenueColumn |
| Exclusion | $31,285 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1103112 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65796 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $31,285 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418802 | Total |
| Program Services | 418802 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43758 | Total |
| Program Services | 29379 | ProgramServices |
| Management And General | 9379 | ManagementAndGeneral |
| Fundraising | 5000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165661 | Total |
| Program Services | 163445 | ProgramServices |
| Management And General | 2216 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14388 | Total |
| Program Services | 14388 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17115 | Total |
| Program Services | 17115 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15982 | Total |
| Program Services | 14603 | ProgramServices |
| Management And General | 966 | ManagementAndGeneral |
| Fundraising | 413 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21075 | Total |
| Program Services | 6075 | ProgramServices |
| Management And General | 1000 | ManagementAndGeneral |
| Fundraising | 14000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9800 | Total |
| Management And General | 9800 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228788 | Total |
| Program Services | 228788 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36287 | Total |
| Program Services | 36287 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -4008 | Total |
| Program Services | -5382 | ProgramServices |
| Management And General | 1374 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10643 | Total |
| Program Services | 10643 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13485 | Total |
| Program Services | 13485 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3279 | Total |
| Program Services | 3279 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14070 | Total |
| Program Services | 13160 | ProgramServices |
| Management And General | 910 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4784 | Total |
| Program Services | 4784 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64736 | Total |
| Program Services | 63628 | ProgramServices |
| Management And General | 1108 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4048 | Total |
| Program Services | 2149 | ProgramServices |
| Management And General | 1899 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Loan Loss Reserve | 7669 | 7669 | |
| Dues, Books and Subscri | 2506 | 1306 | 1200 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1092868 | Total |
| Program Services | 1043603 | ProgramServices |
| Management And General | 29852 | ManagementAndGeneral |
| Fundraising | 19413 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567685 | BOY |
| EOY | 828032 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 44613 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4564 | BOY |
| EOY | 4903 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 224632 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 96434 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184269 | BOY |
| EOY | 128198 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 163379 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571248 | BOY |
| EOY | 483114 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462858 | BOY |
| EOY | 158277 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1790624 | BOY |
| EOY | 1815316 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152209 | BOY |
| EOY | 116654 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242358 | BOY |
| EOY | 319108 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502221 | BOY |
| EOY | 475474 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896788 | BOY |
| EOY | 911236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379016 | BOY |
| EOY | 317672 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514820 | BOY |
| EOY | 586408 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893836 | BOY |
| EOY | 904080 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1790624 | BOY |
| EOY | 1815316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 10244 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 806328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 796408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1759316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2018134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1006031 | CurrentTaxYear |
| Total | 6386217 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 806328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 796408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1759316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2018134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1006031 | CurrentTaxYear |
| Total | 6386217 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 684323 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5701894 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17043 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17840 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34391 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31285 | CurrentTaxYear |
| Total | 117473 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6503690 | TotalSupport |
| Gross Receipts From Admissions Etc | 178500 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 224632 | OtherCostOrOtherBasis |
| Depreciation | 96434 | Depreciation |
| Book Value | 128198 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 128198 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRP Loans Receivable | Description |
| Book Value | 483114 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 483114 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest Receivable | 79 |
| Related Party Receivable | 158198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 158277 | TotalBookValueOtherAssets |
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 | Impact Foundation has been recognized by the Internal Revenue Service as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Impact Foundation undergoes an annual analysis of their 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. Impact Foundation believes that they are compliant with all IRS tax regulations and as of December 31, 2011 and 2010 has 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. Impact 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 (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Bluestem Center for the Arts | |||||||
| 801 50 Avenue SW | Moorhead | MN | 56560 | 450448759 | 501(c)(3) | 50000 | General operating and programs support |
| Boston College Center on Wealth and Philanthropy | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | 18529 | ND wealth transfer study |
| Fargo Public Schools Development Foundation | |||||||
| 415 N 4 Street | Fargo | ND | 58102 | 311733797 | 501(c)(3) | 7500 | Milk program for low income family children |
| FirstLink | |||||||
| 4357 13 Avenue S | Fargo | ND | 58103 | 450419491 | 501(c)(3) | 5000 | General operating and programs support |
| Dorothy Day House | |||||||
| 714 8 Street S | Moorhead | MN | 56560 | 411452555 | 501(c)(3) | 10000 | General operating and programs support |
| Heritage Trust | |||||||
| 1815 38 Street S | Fargo | ND | 58103 | 276850478 | 501(c)(3) | 11542 | FM community benefit support |
| Jamestown College | |||||||
| 6000 College Lane | Jamestown | ND | 58405 | 450231180 | 501(c)(3) | 7500 | Scholarships for Cass/Clay students |
| Lutheran Social Services of ND | |||||||
| 1720 3 Avenue N | Fargo | ND | 58102 | 450226421 | 501(c)(3) | 71707 | Support Great Plains Food Bank restock |
| Minot Area Community Foundation | |||||||
| 15 2 Avenue SW | Minot | ND | 58701 | 311689978 | 501(c)(3) | 11229 | Flood recovery support for Minot area |
| Rape and Abuse Crisis Center | |||||||
| PO Box 2984 | Fargo | ND | 58108 | 411310289 | 501(c)(3) | 5000 | General operating and programs support |
| Sharehouse Foundation | |||||||
| 4227 9 Avenue S | Fargo | ND | 58103 | 262708205 | 501(c)(3) | 5505 | Sisters Path Play therapy program |
| Village Family Service Center | |||||||
| 1201 25 Street S | Fargo | ND | 58103 | 450226423 | 501(c)(3) | 10000 | Support Big Brother/Big Sister program and Nokomis childcare center operations |
| YWCA Cass Clay | |||||||
| 3100 12 Avenue N | Fargo | ND | 58102 | 450226435 | 501(c)(3) | 5750 | Support transitional housing program |
| Fargo Moorhead Community Theater | |||||||
| 333 4 Street S | Fargo | ND | 58103 | 450233312 | 501(c)(3) | 104701 | Renovation for accessibility project |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | 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 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 (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | J Patrick Traynor and John Bertel have a business relationship. Mr. Traynor serves as a volunteer on the board of a company with Mr. Bertel, and receives no compensation for his services on that board. |
| 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 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 and staff 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. 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 compared 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 | These documents are made available to the public upon request. |
| Form 990, Part VII: | J. Patrick Traynor also devotes about 10 hours to Achievements Unlimited Foundation, a related organization. Dan Carey, John Bertel, and Susan Mathison devote about 1 hour to Achievements Unlimited Foundation. |
| Form 990, Part XII, Line 2c: | Impact 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 | Achievements Unlimited Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 30th Avenue S Suite 102 | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 581048403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202052288 | EIN |
| Primary Activities | Support mission of Impact Foundation | PrimaryActivities |
| Legal Domicile State | ND | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11a, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Impact Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Achievements Unlimited Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 260654 | AmountInvolved |
| Method Of Amt Determination | Direct cost | MethodOfAmtDetermination |