Civic Intelligence

Winnipeg Foundation USA

EIN 26-0497773 • 501(c)3 • Winnipeg, MB, CA

Pub. 78 Eligible

Profile

The Winnipeg Foundation USA was organized and operates exclusively to support the charitable, literary, scientific and educational activites of the Winnipeg Foundation.

One Lombard Place 1350Winnipeg, MB R3B 0X3CA

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$235,399

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 120.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

911%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$50,540

Up $45,540 (+911%) from 2023

Liabilities

Up

$50,540

Up $45,540 (+911%) from 2023

Net Assets

Flat

$0

Flat from 2023

Revenue

Down

$194,628

Down $192,572 (-50%) from 2023

Expenses

Down

$194,628

Down $192,572 (-50%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $15,000Liabilities 2020: $15,000Net Assets 2020: $02020Assets 2021: $58,241Liabilities 2021: $58,241Net Assets 2021: $02021Assets 2022: $84,800Liabilities 2022: $84,800Net Assets 2022: $02022Assets 2023: $5,000Liabilities 2023: $5,000Net Assets 2023: $02023Assets 2024: $50,540Liabilities 2024: $50,540Net Assets 2024: $02024

Highlighted filing

2024

Assets$50,540
Liabilities$50,540
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2020: $569,761Expenses 2020: $569,761Net Income 2020: $02020Revenue 2021: $584,056Expenses 2021: $584,056Net Income 2021: $02021Revenue 2022: $354,854Expenses 2022: $354,854Net Income 2022: $02022Revenue 2023: $387,200Expenses 2023: $387,200Net Income 2023: $02023Revenue 2024: $194,628Expenses 2024: $194,628Net Income 2024: $02024

Highlighted filing

2024

Revenue$194,628
Expenses$194,628
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$194,628
Mission and Program Overview

Mission

The Winnipeg Foundation USA was organized and operates exclusively to support the charitable, literary, scientific and educational activites of the Winnipeg Foundation.

To support the charitable activities of the Winnipeg Foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,000$50,540▲ $45,540
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,000$50,540▲ $45,540
Liabilities
Grants Payable$5,000$50,540▲ $45,540
Total Liabilities$5,000$50,540▲ $45,540
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$5,000$50,540▲ $45,540
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sky BridgesPresident
John PollardSecretary
Kim MetcalfeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$194,628
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$194,628
Change in Net Assets
$0

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$38,149Average high/low price
Total Noncash Contributions2$38,149-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,628
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$194,628--$194,628
Total Functional Expenses$194,628$0$0$194,628
International Activity

International Summary

Offices
1
Employees
0
Spending
$194,628

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, but not the United StatesProgram ServicesGrants for charitable, literary, scientific and educational purposes to Supporting Organization, The Winnipeg Foundation.10$194,628
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

The Treasurer and President are employed by The Winnipeg Foundation, a related tax-exempt organization. These board members are also officers of The Winnipeg Foundation. The Secretary is also a board member of The Winnipeg Foundation. Therefore, a business relationship exists between them.

Form 990, Part VI, Section A, line 6

The sole member of the organization is The Winnipeg Foundation, the supported organization.

Form 990, Part VI, Section A, line 7A

The sole member, The Winnipeg Foundation, has the authority to elect or appoint the board of directors.

Form 990, Part VI, Section A, line 8B

There are no committees with authority to act on behalf of the board.

Form 990, Part VI, Section B, line 11B

A draft of the Form 990 is reviewed by the organization's board Treasurer and President prior to filing.

Form 990, Part VI, Section B, line 12C

The Winnipeg Foundation USA is a supporting organization to The Winnipeg Foundation, who maintains a conflict of interest policy. The Winnipeg Foundation Board members review and determine if a conflict exists. If such a conflict exists, the particular member would be excluded from deliberations and decisions in such a transaction. The Winnipeg Foundation USA has adopted this conflict of interest policy as their own.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policies and financial statements for the Foundation are available to the public upon request.

Form 990, Part VII, Section A, Column (F)

The compensation reported in column (F), is entirely compensation paid to foreign persons by the related Canadian supported entity, The Winnipeg Foundation. This compensation is not considered U.S. sourced income to the individuals. The compensation is paid in Canadian dollars and has been converted to US dollars for Form 990 reporting purposes.

Filing and Contact Details

Filer

Filer Name
Winnipeg Foundation USA
EIN
26-0497773
Phone
2049449474
Address
CA

Signing Officer

Name
Kim Metcalfe
Title
Treasurer
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Metcalfe
Formed
2008
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization supports The Winnipeg Foundation, a registered charity and community foundation based in Winnipeg, Manitoba, Canada. If The Winnipeg Foundation were to apply for tax-exempt status with the IRS, it would be considered a 501(c)(3) public charity further classified as a 509(a)(1) organization.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Winnipeg Foundation has a formal grants policy that is implemented by both the Grants Committee and the Board of Directors. Due to the close relationship with The Winnipeg Foundation, its supported organization, the Winnipeg Foundation USA can ensure all disbursements are used exclusively for section 170(c)(2)(B) purposes.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0235399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1141535
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sky Bridges
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Kim Metcalfe
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0235399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1141535
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Compensation reported for Sky Bridges and Kim Metcalfe is paid by The Winnipeg Foundation (TWF), a related organization, for employee services provided to TWF and is not considered US sourced income to these individuals. The compensation is paid in Canadian dollars and has been converted to US dollars for Form 990 reporting purposes.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part 1, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Average high/low price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt038149
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0Part 1, Column B represents the number of contributions.
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt1Investment broker CIBC received, sold and valued gifts of securities.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Column (b):
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 32b:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer and President are employed by The Winnipeg Foundation, a related tax-exempt organization. These board members are also officers of The Winnipeg Foundation. The Secretary is also a board member of The Winnipeg Foundation. Therefore, a business relationship exists between them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The sole member of the organization is The Winnipeg Foundation, the supported organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The sole member, The Winnipeg Foundation, has the authority to elect or appoint the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are no committees with authority to act on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A draft of the Form 990 is reviewed by the organization's board Treasurer and President prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Winnipeg Foundation USA is a supporting organization to The Winnipeg Foundation, who maintains a conflict of interest policy. The Winnipeg Foundation Board members review and determine if a conflict exists. If such a conflict exists, the particular member would be excluded from deliberations and decisions in such a transaction. The Winnipeg Foundation USA has adopted this conflict of interest policy as their own.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The governing documents, conflict of interest policies and financial statements for the Foundation are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The compensation reported in column (F), is entirely compensation paid to foreign persons by the related Canadian supported entity, The Winnipeg Foundation. This compensation is not considered U.S. sourced income to the individuals. The compensation is paid in Canadian dollars and has been converted to US dollars for Form 990 reporting purposes.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VII, Section A, Column (F)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Winnipeg Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt0One Lombard Place Ste 1350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0Winnipeg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ForeignPostalCd0R3B 0X3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0Manitoba
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Grants to The Winnipeg Foundation
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05000
IRS990/TotalAssetsEOYAmt050540
IRS990/TotalAssetsGrp/BOYAmt05000
IRS990/TotalAssetsGrp/EOYAmt050540
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0194628
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194628
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05000
IRS990/TotalLiabilitiesEOYAmt050540
IRS990/TotalLiabilitiesGrp/BOYAmt05000
IRS990/TotalLiabilitiesGrp/EOYAmt050540
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt0376934
IRS990/TotalProgramServiceExpensesAmt0194628
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194628
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt050540
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

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