Liabilities / Assets
52nd percentile
Higher debt load relative to assets than 52% of similar nonprofits.
Achievements Unlimited Foundation
990 • Fiscal year 2011 • EIN 20-2052288
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.26x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$1,035,398
Down $593,283 (-36%) from 2010
Net Assets
Down$769,187
Down $11,035 (-1.4%) from 2010
Liabilities
Down$266,211
Down $582,248 (-69%) from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$329,054
Down $883,200 (-73%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Nov 15, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $318,019
Mission and Program Overview
Mission
Achievements Unlimited Foundation operates exclusively for charitable, scientific and educational purposes for the benefit, performance, functions, and charitable purposes of Impact Foundation. Operating to provide nonprofit organizations with educational resources and technical assistance, Achievements Unlimited Foundation measurably improves organizational effectiveness, optimizes long-term financial capacity, and enhances sustainability for a more effective and greater societal impact.
Major Activities
- Activity 2
- 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.
Filing and Contact Details
Filer
- EIN
- 20-2052288
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| IRS990/Activity2/Description | 0 | 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. |
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| IRS990/Description | 0 | Organizational EffectivenessAchievements Unlimited Foundation and Impact Foundation, its supported organization, (the "Foundations") recognize that many nonprofit organizations often lack expertise and financial resources to invest in critical organizational assessments, strategic planning and highly effective fundraising efforts to ensure their organization's effectiveness and sustainability over the long-term. The Foundations partnered with Dakota Medical Foundation to provide support and promote education and training sessions for nonprofit partner organizations through the Impact Institute. The Impact Institute has provided training to over 300 partner nonprofit organizations since its 2005 inception. Nonprofit Board and Management Training: Training boards and key management personnel to operate their organizations in a highly effective and efficient manner is a key education focus for the 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, init |
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| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | 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. |
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| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | 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. |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | J Patrick Traynor is the Executive Director of Achievements Unlimited and Impact Foundation. This position is paid by Impact Foundation. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | The sole member of Achievements Unlimited Foundation with voting rights shall be Impact Foundation. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | The voting Directors of the Board shall be elected by the Corporate Member Impact Foundation. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | Any decision by the governing body to amend the Articles of Incorporation or the Bylaws needs to be approved by Impact Foundation. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | There were no committees with authority to act on behalf of the Board. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | 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. |
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| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | Form 990, Part VI, Section A, line 7b |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 9 | Form 990, Part VII: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 10 | Form 990, Part XII, Line 2: |
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| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | Fargo |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | ND |
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| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 1 |
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| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | ND |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxableDistributions | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
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| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 4152 30th Avenue South Suite 102 |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | Fargo |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | ND |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 58104 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | David Gibb |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 7012710263 |
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| IRS990/TotalAssetsBOY | 0 | 1628681 |
| IRS990/TotalAssets/EOY | 0 | 1035398 |
| IRS990/TotalAssetsEOY | 0 | 1035398 |
| IRS990/TotalCompGT150K | 0 | 0 |
| IRS990/TotalContributions | 0 | 308892 |
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| IRS990/TotalExpensesPriorYear | 0 | 1212254 |
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| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 3 |
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| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 769187 |
| IRS990/TotalOtherCompensation | 0 | 0 |
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| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
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| IRS990/TotalReportableCompFromOrg | 0 | 0 |
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| IRS990/TotalRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/TransactionRelatedEntity | 0 | 0 |
| IRS990/TransfersToExemptNonChrtblOrg | 0 | 0 |
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| IRS990/Travel/Total | 0 | 3291 |
| IRS990/TypeOfOrganizationCorporation | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | 0 |
| IRS990/UnrestrictedNetAssets/BOY | 0 | 780222 |
| IRS990/UnrestrictedNetAssets/EOY | 0 | 769187 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | www.impactfdn.org |
| IRS990/WhistleblowerPolicy | 0 | 1 |
| IRS990/YearFormation | 0 | 2004 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 202052288 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | Achievements Unlimited Foundation |
| ReturnHeader/Filer/NameControl | 0 | ACHI |
| ReturnHeader/Filer/Phone | 0 | 7012710263 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 4152 30th Ave S No 102 |
| ReturnHeader/Filer/USAddress/City | 0 | Fargo |
| ReturnHeader/Filer/USAddress/State | 0 | ND |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 581048403 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-11-15 |
| ReturnHeader/Officer/Name | 0 | J Patrick Traynor |
| ReturnHeader/Officer/Phone | 0 | 7012710263 |
| ReturnHeader/Officer/Title | 0 | Executive Director |
| ReturnHeader/Preparer/DatePrepared | 0 | 2012-11-15 |
| ReturnHeader/PreparerFirm/EIN | 0 | 450250958 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | EIDE BAILLY LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 4310 17TH AVE S PO BOX 2545 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | FARGO |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | ND |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 581082545 |
| ReturnHeader/Preparer/Name | 0 | LISA CHAFFEE CPA |
| ReturnHeader/Preparer/Phone | 0 | 7012398500 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $1,035,398
- Liabilities
- $266,211
- Net assets
- $769,187
- Revenue
- -
- Expenses
- $329,054
- Net income
- -