Form 990 for tax year 2023
Filed by ACHIEVEMENT UNLIMITED FOUNDATION.
Totals
- Total revenue
- $210,206
- Total expenses
- $64,359
- Contributions and grants received
- $180,040
- Grants paid
- $42,300
- Program service revenue
- $0
- Investment income
- $30,166
- Other revenue
- $0
- Total assets, end of year
- $1,206,683
- Total liabilities, end of year
- $7,274
- Net assets or fund balances, end of year
- $1,199,409
- Program services expenses (Part IX)
- $49,800
- Management and general expenses
- $14,559
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $49,800
Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$180,040
-
3 · Investment income
total $42,862 · excluded $42,862
-
7a · Gross sales of assets other than inventory
securities $250,780
-
7b · Less cost or other basis and sales expenses
securities $263,476
-
7c · Gain or loss
securities -$12,696
-
7d · Net gain or loss
total -$12,696 · excluded -$12,696
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $42,300 · program services $42,300
-
11c · Fees: accounting
total $6,500 · management and general $6,500
-
11f · Fees: investment management
total $4,233 · management and general $4,233
-
11g · Fees: other
total $11,301 · program services $7,500 · management and general $3,801
-
13 · Office expenses
total $25 · management and general $25
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $72,325 · end of year $234,869
-
11 · Investments: publicly traded securities
beginning of year $954,001 · end of year $971,814
-
25 · Other liabilities
beginning of year $14,536 · end of year $7,274
-
27 · Net assets without donor restrictions
beginning of year $1,011,790 · end of year $1,019,409
-
28 · Net assets with donor restrictions
end of year $180,000
Mission and programs · 2023
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.
Activities or mission (Part I)
Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation.
-
Organizational EffectivenessImpact and its supporting organization, Achievements Unlimited Foundation (collectively the "Foundations"), recognizes that many nonprofit organizations often lack the expertise and financial resources to invest in organizational assessments, strategic planning and highly effective fundraising training to ensure their organization's effectiveness and long-term sustainability. The Foundations partnered with Dakota Medical Foundation, an unrelated nonprofit organization, through the Impact Institute (Institute) to provide support, education, training, and coaching sessions for nonprofit partner organizations. Since inception in 2005, the Institute has trained nonprofit executives and directors from over 500 nonprofit organizations in Institute leadership and fundraising concepts.Nonprofit Board and Management Training: Training boards and key management personnel to operate their organizations in a highly effective and efficient manner is a key education focus for the Foundations. Having encouraged many area nonprofit organizations to attend the Institute's education and training programs, in 2023, the Institute helped readily-equip 500 charitable organizations to solve complex community challenges. With a particular emphasis in fundraising, many charities continued their professional development in a digital fundraising curriculum and coaching program called Build a Fundraising System in 30 Days. This program was developed to grow an organization's resources to power its mission. As a result of participating in fundraising training, a study of 21 nonprofit organizations showed community support on Giving Hearts Day increased over a twelve-year period from $353,000 in donations in 2008 to $2.4 million in donations in 2023. For 2023 there were over 560 charities participating in Giving Hearts Day which raised over $26.155 million with nearly 42,000 donors making 90,351 donations.Grant Writing Services: Since 2005, the Foundations have supported grant writing assistance for health-related nonprofit organizations to generate additional financial resources for their programs. Since the formal addition of grant writing assistance, the Foundations and other regional nonprofit organizations have secured over $24.5 million in grant funding.
Expenses $49,800 · Grants $42,300
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dan Carey
Chair
- Total calculated
- $0
- Hours/week
- 0.1 + 3 related
-
Susan Mathison MD
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
Phil Hansen
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
Sindy Keller
Board Member
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
J Patrick Traynor
Executive Director
- Total calculated
- $129,904
- From this org
- $0
- From related orgs
- $129,904
- Other
- $0
- Hours/week
- 0.5 + 17 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$42,300
DBL used the grant proceeds for the development of a strategic plan, direction, and implementation of the newly created and certified Community Development Financial Institution (CFDI).
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Public Foundation · ND
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349314730
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