Civic Intelligence

Winnipeg Foundation USA

990 • Fiscal year 2020 • EIN 26-0497773

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

One Lombard Place No 1350Winnipeg, Manitoba R3B 0X3CA

(204) 944-9474

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.03x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$15,000

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$15,000

No earlier filing loaded for comparison.

Revenue

$569,761

No earlier filing loaded for comparison.

Expenses

$569,761

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$15,000
Liabilities$15,000
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$569,761
Expenses$569,761
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.1
Gross Receipts
$569,761
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.

Organize and operate exclusively to support the charitable activities of the winnipeg foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,600$15,000▼ $1,600
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$16,600$15,000▼ $1,600
Liabilities
Grants Payable$16,600$15,000▼ $1,600
Total Liabilities$16,600$15,000▼ $1,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$16,600$15,000▼ $1,600
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard FrostPresident
Carolyn DuhamelSecretary
Susan HagemeisterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,761
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$569,761
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 Traded5$259,226Fair Market Value (FMV)
Total Noncash Contributions5$259,226-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$569,761
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$569,761--$569,761
Total Functional Expenses$569,761$0$0$569,761
International Activity

International Summary

Offices
1
Employees
0
Spending
$569,761

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 AmericaProgram ServicesEducational Scholarships, Supported by Community Social Services, Research and Performing Arts.10$569,761
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 8B

The foundation had no committees other than the governing board.

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

The treasurer of the board reviews the return in it's entirety before filing.

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

All directors were required to self-declare at the beginning of their term or if any changes were made.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policies and financial statements for the support organization are available to the public upon request. The support organization's conflict of interest policy and financial statements are online.

Filing and Contact Details

Filer

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

Signing Officer

Name
Susan Hagemeister
Title
Treasurer
Signed
2021-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Hagemeister
Formed
2008
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204
Preparer
Jeffrey Frank
Phone
3174648600
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0EDUCATIONAL SCHOLARSHIPS, SUPPORTED BY COMMUNITY SOCIAL SERVICES, RESEARCH AND PERFORMING ARTS.
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IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USED THE NUMBER OF CONTRIBUTORS.
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION USED A BROKER (CIBC WOOD GUNDY) TO PROCESS AND SELL GIFTS OF SECURITIES.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAD NO COMMITTEES OTHER THAN THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER OF THE BOARD REVIEWS THE RETURN IN IT'S ENTIRETY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DIRECTORS WERE REQUIRED TO SELF-DECLARE AT THE BEGINNING OF THEIR TERM OR IF ANY CHANGES WERE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS FOR THE SUPPORT ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SUPPORT ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ONLINE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum02049449474
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HAGEMEISTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINNIPEG FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt0WINN
ReturnHeader/Filer/EIN0260497773
ReturnHeader/Filer/ForeignAddress/AddressLine1Txt0ONE LOMBARD PLACE NO 1350
ReturnHeader/Filer/ForeignAddress/CityNm0WINNIPEG
ReturnHeader/Filer/ForeignAddress/CountryCd0CA
ReturnHeader/Filer/ForeignAddress/ForeignPostalCd0R3B 0X3
ReturnHeader/Filer/ForeignAddress/ProvinceOrStateNm0MANITOBA
ReturnHeader/Filer/PhoneNum02049449474
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03174648600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY FRANK
ReturnHeader/ReturnTs02021-09-28T01:52:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAGEMEISTER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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