Achievements Unlimited Foundation

What it reported doing in 2024

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

Financial Efficiency

• Mission deployment rate: 4%; rating input score 4
• Program expense ratio: 93.7%; rating input score 94
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 6 of 8 controls in place; rating input score 75
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Fail
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 96.4%; rating input score 99; 99th percentile among comparable filings
• Total-asset coverage ratio: 31.67; rating input score 98; 98th percentile among comparable filings
• Liabilities to assets ratio: 0; rating input score 90; 90th percentile among comparable filings
• Officer compensation ratio: Limited

Growth

• Program expense growth: 20.6% per year; rating input score 100; 86th percentile among comparable filings
• Revenue growth: 22.3% per year; rating input score 100; 90th percentile among comparable filings
• Asset growth: 10.6% per year; rating input score 100; 61st percentile among comparable filings