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Achieve Services Endowment INC FY2020 filing

Tax-deductible

Blaine, MN501(c)(3)Foundations & GrantmakersEIN 83-0536362Revenue $7K in FY2020

On file with the IRS1201 89th Ave Ne Suite 1100 105, 55434-3370 · Blaine, MNTax-exempt since Mar 2022Publicly supported charity — 170(b)(1)(A)(vi)

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Achieve Services Endowment, INC. Is engaged in he growth and management of its assets solely for the purpose of supporting the charitable mission and activities of Achieve Services, INC., a 501(c)(3) entity that provides employment, social and life skills training and opportunities for adults with developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $54K a year · 93% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
34 mo
of spending, in cash
Looks good: 33.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7K
Spent
$4K
To programs
0%
Net assets
$792K
By yearFY2020–FY2024
Revenue
$7K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$7K
FY2021$139K
FY2022$32K
FY2023$34K
FY2024$79K
Expenses
$4K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4K
FY2021$4K
FY2022$4K
FY2023$4K
FY2024$4K
Net assets
$792K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$792K
FY2021$957K
FY2022$819K
FY2023$953K
FY2024$1.1M

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2021-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Mar 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $4K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Thomas Weaver
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Deal
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Achieve Services Endowment INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Manages assets to fund job training and life skills for adults with developmental disabilities.

Questions for Achieve Services Endowment INC

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Provided by the organization

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1 program · in their own filed words · FY2020
01

No activity during 2020

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$7K
Ln 12
Investment incomeLn 3$7K
Money outPt IX
$4K
Ln 25
Managementcol C$4K
Owns and owesPt X
$792K
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$792K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$7K
Gains on assetsLn 7−$5K
Total revenueLn 12$7K
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
InvestmentsLn 11–13$782K
Total assetsLn 16$792K
LiabilitiesLn 26$0
Net assetsLn 32$792K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$12K$10K
InvestmentsLn 11–13$724K$782K
Total assetsLn 16$736K$792K
LiabilitiesLn 26$0$0
Net assetsLn 32$736K$792K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$4K$4K
Total functional expensesLn 25$4K$0$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $79K$4K$75K$1.1M 990 PDF
FY2023 $34K$4K$30K$953K 990 PDF
FY2022 $32K$4K$28K$819K 990 PDF
FY2021 $139K$4K$135K$957K 990 PDF
FY2020 Viewing $7K$4K$3K$792K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $6,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $656,712$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $15,232$6,992
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $671,944$6,992
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $656$3,573
I-18 Total expensesPrior year $656$3,573
I-19 Revenue less expensesPrior year $671,288$3,419
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,992 across 3 lines filed
VIII-3 Investment incomeRelated to mission $12,301$12,301
VIII-7 Net gain or loss on sales of assetsRelated to mission −$5,309−$5,309
VIII-12 Total revenueRelated to mission $6,992 · Unrelated business $0 · Excluded from tax $0$6,992
Part IX · Statement of functional expenses $3,573 across 1 line filed
IX-11f Investment management feesManagement $3,573$3,573
IX-25 Total functional expensesPrograms $0 · Management $3,573 · Fundraising $0$3,573
Part X · Balance sheet $791,970 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $11,705$10,022
X-11 Publicly traded securitiesStart of year $724,205$781,948
X-16 Total assetsStart of year $735,910$791,970
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $735,910$791,970
X-32 Total net assets or fund balancesStart of year $735,910$791,970
X-33 Total liabilities and net assetsStart of year $735,910$791,970
Part XI · Reconciliation of net assets $791,970 net assets at year end
XI-1 Total revenue$6,992
XI-2 Total expenses$3,573
XI-3 Revenue less expenses$3,419
XI-4 Net assets at start of year$735,910
XI-5 Net unrealized gains (losses) on investments$52,641
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$791,970

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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