Form 990 for tax year 2024
Filed by ACHIEVEMENT UNLIMITED FOUNDATION.
Totals
- Total revenue
- $6,770,732
- Total expenses
- $245,272
- Contributions and grants received
- $6,734,112
- Grants paid
- $222,300
- Program service revenue
- $0
- Investment income
- $36,620
- Other revenue
- $0
- Total assets, end of year
- $7,768,582
- Total liabilities, end of year
- $22,502
- Net assets or fund balances, end of year
- $7,746,080
- Program services expenses (Part IX)
- $229,800
- Management and general expenses
- $15,472
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $229,800
Program services were 93.7% 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
$6,734,112
-
3 · Investment income
total $43,715 · excluded $43,715
-
7b · Less cost or other basis and sales expenses
securities $7,095
-
7c · Gain or loss
securities -$7,095
-
7d · Net gain or loss
total -$7,095 · excluded -$7,095
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $222,300 · program services $222,300
-
11c · Fees: accounting
total $7,460 · management and general $7,460
-
11f · Fees: investment management
total $4,183 · management and general $4,183
-
11g · Fees: other
total $11,305 · program services $7,500 · management and general $3,805
-
13 · Office expenses
total $24 · management and general $24
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $234,869 · end of year $51,983
-
11 · Investments: publicly traded securities
beginning of year $971,814 · end of year $7,716,599
-
25 · Other liabilities
beginning of year $7,274 · end of year $22,502
-
27 · Net assets without donor restrictions
beginning of year $1,019,409 · end of year $1,020,596
-
28 · Net assets with donor restrictions
beginning of year $180,000 · end of year $6,725,484
Mission and programs · 2024
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. In 2024, the Institute helped readily-equip over 600 charitable organizations to grow and operate more efficiently in order to support their missions. With an emphasis on connecting with fellow charities, organizations are invited to participate in training opportunities. These courses cover a wide variety of topics, ultimately equipping the charities with a broader understanding of fundraising. Charities were able to learn and grow in person and online. 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.Community Support: Achievements Unlimited Foundation provides grants to support community events, statewide nonprofit organizations, and other societal improvement initiatives. Grants were provided for these purposes from established Achievements Unlimited Foundation charitable funds, other grants, and donor contributions received by the Foundations
Expenses $229,800 · Grants $222,300
As filed on the 2024 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
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
Sindy Keller
Treasurer
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
Jacob Strinden
Board Member (as of July)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Eric Monson
Board Member (as of July)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
J Patrick Traynor
Executive Director
- Total calculated
- $121,962
- From this org
- $0
- From related orgs
- $121,962
- Other
- $0
- Hours/week
- 0.5 + 17.5 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
-
$180,000
To suppport general operations.
-
$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
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349310085
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