MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC (EIN 41-1982575)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-29
- IRS object ID
- 202121809349300422
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-29T09:55:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY D HEFFERNAN LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 HORSESHOE BEND DR | AddressLine1Txt |
| City | CORCORAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553409549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411982575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA VALLEY NATIONAL WILDLIFE | BusinessNameLine1Txt |
| Business Name Line2 | REFUGE TRUST INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 6128011935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA OSMUNDSON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 6127283772 | PhoneNum |
| Signature | 2021-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | OSMUNDSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERRY D HEFFERNAN LTD | PreparerPersonNm |
| PTIN | P00949190 | PTIN |
| Phone | 7632297129 | PhoneNum |
| Preparation | 2021-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CYNTHIA OSMUNDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,023,757 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MNVALLEYTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $133,175 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,255,804 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,962,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,551,471 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,095,480 | PYTotalRevenueAmt |
| CY Total Revenue | $20,807,275 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $840,625 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,810,676 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $274,932 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $404,308 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,692 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $218,834 | PYOtherExpensesAmt |
| CY Other Expenses | $261,967 | CYOtherExpensesAmt |
| PY Total Expenses | $1,334,391 | PYTotalExpensesAmt |
| CY Total Expenses | $2,476,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $761,089 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,330,324 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,435,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,215,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,567 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,397 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,347,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,107,264 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,260,380 | ExpenseAmt |
| Grant | $1,810,676 | GrantAmt |
| Desc | IN KEEPING WITH ITS STRATEGIC FRAMEWORK 2019 - 2023, THE MINNESOTA VALLEY TRUST (MVT) HAD THE FOLLOWING PROGRAM ACCOMPLISHMENTS IN 2020: 1.MVT INVESTED IN STRATEGIC LAND ACQUISITION FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE COMPLEX. MVT COMPLETED ON ONE ACQUISITION IN 2020, ADDING THE 87-ACRE BELTER PARCEL TO THE SAN FRANCISCO UNIT OF THE REFUGE. IT CONTINUED WORKING WITH LANDOWNERS ON ACQUISITION OF PARCELS TO EXPAND AND COMPLETE SEVERAL OTHER REFUGE UNITS. 2.MVT INVESTED IN STRATEGIC HABITAT RESTORATION AND ENHANCEMENT ON THE REFUGE COMPLEX. IN 2020, MVT: -EMPLOYED A FULL-TIME HABITAT BIOLOGIST TO DESIGN, PLAN AND MANAGE HABITAT RESTORATION PROJECTS ON MVT LANDS, COORDINATE THE CONSERVATION CORPS MN-IA (CCMI) CREW, AND ASSIST WITH REFUGE PROJECTS. -CONTRACTED WITH CCMI FOR A CREW THAT COMPLETED HABITAT ENHANCEMENT WORK OVER 243 ACRES, INCLUDING REMOVAL AND TREATMENT OF INVASIVE WOODY SPECIES AND SEEDING. -INITIATED THE RAPIDS LAKE PHASE 2 OAK SAVANNA AND PRAIRIE RESTORATION PROJECT OVER 150 ACRES, INCLUDING INVASIVE WOODY REMOVAL, HERBICIDE APPLICATIONS, RAKING OF PRAIRIE REMNANTS, MOWING, DISCING AND ROTOTILLING. -INITIATED THE RAPIDS LAKE PHASE 3 OAK SAVANNA AND PRAIRIE RESTORATION OVER 77 ACRES, INCLUDING INVASIVE WOODY REMOVAL IN THE OAK SAVANNA, DECONSTRUCTION OF THE HOUSE AND DEMOLITION OF THE BUILDING SITE. -INITIATED PRAIRIE ENHANCEMENT OVER 44 ACRES KNOWN AS RAPIDS LAKE UNIT WEST. 3.MVT SUPPORTED SPECIAL PROJECTS AND INVESTMENTS TO PROVIDE A POSITIVE, INSPIRING EXPERIENCE ON THE REFUGE FOR A DIVERSITY OF VISITORS. IN 2020, MVT: -FUNDED THE OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER (EVC), INTERN BUNKHOUSE, PUBLIC WIFI AT BLOOMINGTON EVC AND THE DISCOVER NATURE APP. -FUNDED ONE REFUGE MAINTENANCE POSITION. -REPLACED CONCRETE AT THE RAPIDS LAKE EVC TO ENSURE VISITOR SAFETY. -EMPLOYED A GIS SPECIALIST & SPECIAL PROJECTS MANAGER WHO PRODUCED HIGH- QUALITY REFUGE MAPS FOR VISITOR AND STAFF USE, DEVELOPED A MODEL THAT REPORTED THROUGHOUT THE 2020 FLOODING OF IMPACTS TO REFUGE UNITS AND TRAILS, MANAGED SEVERAL RFP PROCESSES FOR MVT AND MANAGED IT FOR THE REFUGE. 4.THE MINNESOTA VALLEY TRUST INVESTED IN CONNECTING MORE PEOPLE AND A DIVERSITY OF PEOPLE WITH THE REFUGE. IN 2020, MVT: -PROVIDED FINANCIAL SUPPORT TO THE MINNESOTA VALLEY REFUGE FRIENDS FOR ITS FIRST-EVER STAFF POSITION OF EXECUTIVE DIRECTOR AND PROVIDED GUIDANCE TO THE FRIENDS IN THE AREAS OF FINANCIAL ACCOUNTING, FUNDRAISING, AND MEMBERSHIP AND COMMUNITY RELATIONS. -FUNDED THREE PARK RANGER POSITIONS IN VISITOR SERVICES ON THE REFUGE AND FOUR TEACHING INTERNS FOR THE 2019-20 SCHOOL YEAR. -EMPLOYED TWO TEACHING INTERNS FOR THE 2020-21 SCHOOL YEAR WHO ADAPTED THE REFUGE'S ENVIRONMENTAL EDUCATION CURRICULUM TO VIRTUAL PLATFORM AND DELIVERED IT TO STUDENTS IN 14 SCHOOLS IN MINNEAPOLIS, ST. PAUL AND SUBURBS ADJACENT TO THE REFUGE. -EMPLOYED AN URBAN COMMUNITY OUTREACH APPRENTICE WHO DESIGNED AND DELIVERED CREATIVE OUTREACH ACTIVITIES TO CONNECT NEW COMMUNITIES WITH THE REFUGE. -FUNDED THE URBAN SUMMER INTERNSHIP PROGRAM, WHICH ENGAGED AND INTERN COORDINATOR AND 8 HIGH SCHOOL YOUTH THROUGH MINNEAPOLIS ACHIEVE IN PAID CAREER EXPLORATION INTERNSHIPS ON THE REFUGE (VIRTUAL IN 2020 DUE TO COVID-19). 5.MVT LEVERAGED ITS ASSETS. IN 2020, MVT WAS AWARDED MULTIPLE GRANTS FROM THE STATE OF MINNESOTA: -METRO BIG RIVERS PHASE 10 WAS APPROPRIATED BY THE MN LEGISLATURE, AS RECOMMENDED BY THE LSOHC = 801,000 FOR LAND ACQUISITION ON THE REFUGE. -CONSERVATION PARTNERS LEGACY GRANT = 352,000 TO CONTINUE THE CCMI CREW 2021-23. -EXPEDITED CONSERVATION PROJECT, CONSERVATION PARTNERS LEGACY GRANT = 50,000 FOR 37-ACRE AGRICULTURAL FIELD RESTORATION TO PRAIRIE ON THE SAN FRANCISCO UNIT. -EXPEDITED CONSERVATION PROJECT, CONSERVATION PARTNERS LEGACY GRANT = 50,000 FOR 40-ACRE AGRICULTURAL FIELD RESTORATION TO WETLAND AND UPLAND ON THE KAUL WATERFOWL PRODUCTION AREA. | Desc |
| Total Program Service Expenses | $2,260,380 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL IN ONE ACCOUNTING | PersonNm |
| Phone | 6125816451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 THOMAS CENTER DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55122 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CYNTHIA OSMUNDSON | |||||||
| DIRECTOR/PRE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN WOLF | |||||||
| DIRECTOR/TRE | 1.00 | 1.00 | Yes (X) | Yes (X) | $330 | $0 | $0 |
| EDWARD CROZIER | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $330 | $0 | $0 | |
| JAMES ISCHE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $275 | $0 | $0 | |
| LOIS NORRGARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $330 | $0 | $0 | ||
| DEBORAH LOON STUMBRAS | |||||||
| EXECUTIVE DI | 30.00 | 2.00 | Yes (X) | $157,620 | $7,719 | $10,057 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,885 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,719 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,057 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8500 NORMANDALE LAKE BLVD | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADVISORS | ServicesDesc |
| Compensation | $100,389 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $786,831 | GovernmentGrantsAmt |
| All Other Contributions | $16,468,973 | AllOtherContributionsAmt |
| Noncash Contributions | $16,462,509 | NoncashContributionsAmt |
| Total Contributions | $17,255,804 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $538,453 | TotalRevenueColumnAmt |
| Exclusion | $538,453 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,229,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,216,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,013,018 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,013,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,013,018 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,807,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,013,018 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $538,453 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810,676 | TotalAmt |
| Program Services | $1,810,676 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,305 | TotalAmt |
| Program Services | $70,234 | ProgramServicesAmt |
| Management And General | $90,868 | ManagementAndGeneralAmt |
| Fundraising | $7,203 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,571 | TotalAmt |
| Program Services | $152,156 | ProgramServicesAmt |
| Management And General | $37,415 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,895 | TotalAmt |
| Program Services | $3,852 | ProgramServicesAmt |
| Management And General | $1,043 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,377 | TotalAmt |
| Program Services | $15,377 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,160 | TotalAmt |
| Program Services | $15,238 | ProgramServicesAmt |
| Management And General | $10,433 | ManagementAndGeneralAmt |
| Fundraising | $489 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,097 | TotalAmt |
| Management And General | $26,097 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,409 | TotalAmt |
| Management And General | $33,409 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,549 | TotalAmt |
| Program Services | $176,549 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,547 | TotalAmt |
| Program Services | $2,797 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,644 | TotalAmt |
| Program Services | $1,132 | ProgramServicesAmt |
| Management And General | $1,512 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719 | TotalAmt |
| Program Services | $492 | ProgramServicesAmt |
| Management And General | $1,227 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603 | TotalAmt |
| Program Services | $1,603 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,125 | TotalAmt |
| Management And General | $6,125 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE TAXES | Desc |
| Total | $10,274 | TotalAmt |
| Program Services | $10,274 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,476,951 | TotalAmt |
| Program Services | $2,260,380 | ProgramServicesAmt |
| Management And General | $208,879 | ManagementAndGeneralAmt |
| Fundraising | $7,692 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,480 | BOYAmt |
| EOY | $24,476 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,675 | BOYAmt |
| EOY | $194,687 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,734 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188 | BOYAmt |
| EOY | $5,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,016 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,374 | BOYAmt |
| EOY | $3,771 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,178,812 | BOYAmt |
| EOY | $27,391,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,949 | BOYAmt |
| EOY | $16,592,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,435,478 | BOYAmt |
| EOY | $44,215,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,567 | BOYAmt |
| EOY | $108,397 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,567 | BOYAmt |
| EOY | $108,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,347,911 | BOYAmt |
| EOY | $44,107,264 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,347,911 | BOYAmt |
| EOY | $44,107,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,435,478 | BOYAmt |
| EOY | $44,215,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,330,324 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $429,029 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,255,804 | CurrentTaxYearAmt |
| Total | $18,955,347 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,255,804 | CurrentTaxYearAmt |
| Total | $18,955,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,955,347 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $520,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $538,453 | CurrentTaxYearAmt |
| Total | $2,429,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,384,381 | TotalSupportAmt |
| Public Support CY170 | 0.88640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,245 | DepreciationAmt |
| Book Value | $3,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,771 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PROGRAM RELATED STOCKS | $20,610,316 | F |
| PROGRAM RELATED US TREASURIES | $2,874,247 | F |
| PROGRAM RELATED BONDS | $2,227,393 | F |
| PROGRAM RELATED GOVERNMENT ASSETS | $1,081,522 | F |
| PROGRAM RELATED MONEY MARKET | $429,800 | F |
| PROGRAM RELATED OTHER ASSETS | $168,056 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $27,391,334 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PROPERTY HELD FOR DONATION TO USFWS | $16,542,837 |
| INTEREST/INVESTMENT INCOME REC. | $50,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,592,867 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,060,510 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $429,029 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $755 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $429,784 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,630,726 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $176,549 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $176,549 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,807,275 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,301,157 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $755 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $755 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,300,402 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $176,549 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $176,549 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,476,951 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. |
| SCHEDULE D, PAGE 4, PART XIII | SHARING OF RESOURCES: THE ORGANIZATION SHARES RESOURCES, INCLUDING STAFF AND DONATED OFFICE SPACE, WITH RELATED ENTITIES - SEE SCHEDULE R. SHARED EMPLOYEES ARE EMPLOYED BY THE TAXPAYER AND EACH ORGANIZATION REPORTS THEIR SHARE OF ALLOCATED COSTS AS THEIR OWN. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| MINNESOTA VALLEY LANDS INC | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 204162476 | 501 C3 | $910,451 | BOOK VALUE | PROPERTY | SUPPORT OPERATIONS | |
| US FISH & WILDLIFE SERVICE | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 530201504 | 501 C3 | BOOK VALUE | VISITOR CENTER OPS | $107,684 | ||
| US FISH & WILDLIFE SERVICE | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 530201504 | 501 C3 | BOOK VALUE | REFUGE STAFFING | $377,166 | ||
| US FISH & WILDLIFE SERVICE | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 530201504 | 501 C3 | BOOK VALUE | HABITAT RESTORATION | $164,051 | ||
| US FISH & WILDLIFE SERVICE | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 530201504 | 501 C3 | BOOK VALUE | COMMUNITY OUTREACH | $55,455 | ||
| MINNESOTA VALLEY LANDS INC | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 204162476 | 501C3 | COST | SUPPORT OPERATIONS | $100,000 | ||
| MN VALLEY REFUGE FRIENDS INC | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 208644416 | 501C3 | BOOK VALUE | ENVIRONMENTAL EDUC. | $56,200 | ||
| MINNESOTA DEPT OF NATURAL RESOURCE | ||||||||||
| 500 LAFAYETTE ROAD | ST PAUL | MN | 55155 | 416007162 | GOV | $39,669 | BOOK VALUE | REAL PROPERTY | LAND IMPROVEMENTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS OF CASH AND REAL PROPERTY TO MINNESOTA VALLEY LANDS, INC (MVL) - MINNESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES A MONTHLY REPORT ON THE ACTIVITIES AND FINANCIAL STATEMENTS OF MINNESOTA VALLEY LANDS, INC. GRANTS TO USFWS - MONTHLY ITEMIZED INVOICE IS REVIEWED FOR ACCURACY BY THE TRUST EXECUTIVE DIRECTOR. MANAGER OF THE MN VALLEY NATIONAL WILDLIFE REFUGE ATTENDS ALL MONTHLY TRUST BOARD OF DIRECTOR MEETINGS AND PROVIDES A REPORT ON ACTIVITIES. GRANTS TO MINNESOTA VALLEY REFUGE FRIENDS, INC. - MN VALLEY TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDS, INC. AND THE USFWS ON ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. GRANT TO MINNESOTA DEPARTMENT OF NATURAL RESOURCES - MN VALLEY TRUST BOARD OF DIRECTORS RECEIVES MONTHLY REPORTS ON THE PROGRESS OF THE RETORATION PROJECT ON THE DNR-OWNED LAND UNDER REFUGE MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH LOON STUMBRAS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $157,620 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $7,719 | CompensationBasedOnRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,057 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $167,677 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $7,719 | TotalCompensationRltdOrgsAmt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,462,509 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BOOK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. |
| FORM 990, PAGE 2, PART III, LINE 4A | IN KEEPING WITH ITS STRATEGIC FRAMEWORK 2019 - 2023, THE MINNESOTA VALLEY TRUST (MVT) HAD THE FOLLOWING PROGRAM ACCOMPLISHMENTS IN 2020: 1.MVT INVESTED IN STRATEGIC LAND ACQUISITION FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE COMPLEX. MVT COMPLETED ON ONE ACQUISITION IN 2020, ADDING THE 87-ACRE BELTER PARCEL TO THE SAN FRANCISCO UNIT OF THE REFUGE. IT CONTINUED WORKING WITH LANDOWNERS ON ACQUISITION OF PARCELS TO EXPAND AND COMPLETE SEVERAL OTHER REFUGE UNITS. 2.MVT INVESTED IN STRATEGIC HABITAT RESTORATION AND ENHANCEMENT ON THE REFUGE COMPLEX. IN 2020, MVT: -EMPLOYED A FULL-TIME HABITAT BIOLOGIST TO DESIGN, PLAN AND MANAGE HABITAT RESTORATION PROJECTS ON MVT LANDS, COORDINATE THE CONSERVATION CORPS MN-IA (CCMI) CREW, AND ASSIST WITH REFUGE PROJECTS. -CONTRACTED WITH CCMI FOR A CREW THAT COMPLETED HABITAT ENHANCEMENT WORK OVER 243 ACRES, INCLUDING REMOVAL AND TREATMENT OF INVASIVE WOODY SPECIES AND SEEDING. -INITIATED THE RAPIDS LAKE PHASE 2 OAK SAVANNA AND PRAIRIE RESTORATION PROJECT OVER 150 ACRES, INCLUDING INVASIVE WOODY REMOVAL, HERBICIDE APPLICATIONS, RAKING OF PRAIRIE REMNANTS, MOWING, DISCING AND ROTOTILLING. -INITIATED THE RAPIDS LAKE PHASE 3 OAK SAVANNA AND PRAIRIE RESTORATION OVER 77 ACRES, INCLUDING INVASIVE WOODY REMOVAL IN THE OAK SAVANNA, DECONSTRUCTION OF THE HOUSE AND DEMOLITION OF THE BUILDING SITE. -INITIATED PRAIRIE ENHANCEMENT OVER 44 ACRES KNOWN AS RAPIDS LAKE UNIT WEST. 3.MVT SUPPORTED SPECIAL PROJECTS AND INVESTMENTS TO PROVIDE A POSITIVE, INSPIRING EXPERIENCE ON THE REFUGE FOR A DIVERSITY OF VISITORS. IN 2020, MVT: -FUNDED THE OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER (EVC), INTERN BUNKHOUSE, PUBLIC WIFI AT BLOOMINGTON EVC AND THE DISCOVER NATURE APP. -FUNDED ONE REFUGE MAINTENANCE POSITION. -REPLACED CONCRETE AT THE RAPIDS LAKE EVC TO ENSURE VISITOR SAFETY. -EMPLOYED A GIS SPECIALIST & SPECIAL PROJECTS MANAGER WHO PRODUCED HIGH- QUALITY REFUGE MAPS FOR VISITOR AND STAFF USE, DEVELOPED A MODEL THAT REPORTED THROUGHOUT THE 2020 FLOODING OF IMPACTS TO REFUGE UNITS AND TRAILS, MANAGED SEVERAL RFP PROCESSES FOR MVT AND MANAGED IT FOR THE REFUGE. 4.THE MINNESOTA VALLEY TRUST INVESTED IN CONNECTING MORE PEOPLE AND A DIVERSITY OF PEOPLE WITH THE REFUGE. IN 2020, MVT: -PROVIDED FINANCIAL SUPPORT TO THE MINNESOTA VALLEY REFUGE FRIENDS FOR ITS FIRST-EVER STAFF POSITION OF EXECUTIVE DIRECTOR AND PROVIDED GUIDANCE TO THE FRIENDS IN THE AREAS OF FINANCIAL ACCOUNTING, FUNDRAISING, AND MEMBERSHIP AND COMMUNITY RELATIONS. -FUNDED THREE PARK RANGER POSITIONS IN VISITOR SERVICES ON THE REFUGE AND FOUR TEACHING INTERNS FOR THE 2019-20 SCHOOL YEAR. -EMPLOYED TWO TEACHING INTERNS FOR THE 2020-21 SCHOOL YEAR WHO ADAPTED THE REFUGE'S ENVIRONMENTAL EDUCATION CURRICULUM TO VIRTUAL PLATFORM AND DELIVERED IT TO STUDENTS IN 14 SCHOOLS IN MINNEAPOLIS, ST. PAUL AND SUBURBS ADJACENT TO THE REFUGE. -EMPLOYED AN URBAN COMMUNITY OUTREACH APPRENTICE WHO DESIGNED AND DELIVERED CREATIVE OUTREACH ACTIVITIES TO CONNECT NEW COMMUNITIES WITH THE REFUGE. -FUNDED THE URBAN SUMMER INTERNSHIP PROGRAM, WHICH ENGAGED AND INTERN COORDINATOR AND 8 HIGH SCHOOL YOUTH THROUGH MINNEAPOLIS ACHIEVE IN PAID CAREER EXPLORATION INTERNSHIPS ON THE REFUGE (VIRTUAL IN 2020 DUE TO COVID-19). 5.MVT LEVERAGED ITS ASSETS. IN 2020, MVT WAS AWARDED MULTIPLE GRANTS FROM THE STATE OF MINNESOTA: -METRO BIG RIVERS PHASE 10 WAS APPROPRIATED BY THE MN LEGISLATURE, AS RECOMMENDED BY THE LSOHC = 801,000 FOR LAND ACQUISITION ON THE REFUGE. -CONSERVATION PARTNERS LEGACY GRANT = 352,000 TO CONTINUE THE CCMI CREW 2021-23. -EXPEDITED CONSERVATION PROJECT, CONSERVATION PARTNERS LEGACY GRANT = 50,000 FOR 37-ACRE AGRICULTURAL FIELD RESTORATION TO PRAIRIE ON THE SAN FRANCISCO UNIT. -EXPEDITED CONSERVATION PROJECT, CONSERVATION PARTNERS LEGACY GRANT = 50,000 FOR 40-ACRE AGRICULTURAL FIELD RESTORATION TO WETLAND AND UPLAND ON THE KAUL WATERFOWL PRODUCTION AREA. |
| FORM 990, PAGE 6, PART VI, LINE 8B | THE ORGANIZAION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOLLOWING REVIEW BY THE EXECUTIVE DIRECTOR. IT IS FILED AFTER APPROVAL BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ANNUALLY FILE STATEMENT COMMITTING TO DISCLOSURE OF ANY CONFLICTS OF INTEREST OR PERCEIVED CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR. IN ADDITION, BOARD MEMBERS ARE REMINDED AT EACH BOARD MEETING OF THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABILITY DATA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA VALLEY LANDS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411982575 | EIN |
| Primary Activities | HOLD PROP. | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Total Income | $16,508,490 | TotalIncomeAmt |
| End Of Year Assets | $16,508,490 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN VALLEY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA VALLEY LANDS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204162476 | EIN |
| Primary Activities | HOLD PROP. | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MINNESOTA VALLEY LANDS INC | ||
| B | $100,000 | BOOK VALUE |
| MINNESOTA VALLEY LANDS INC | ||
| C | $6,305 | BOOK VALUE |
| MINNESOTA VALLEY LANDS INC | ||
| L | ||
| MINNESOTA VALLEY LANDS INC | ||
| O | ||
| MINNESOTA VALLEY LANDS INC | ||
| Q | ||
| MINNESOTA VALLEY LANDS INC | ||
| R | $910,451 | BOOK VALUE |
| MINNESOTA VALLEY LANDS INC | ||
| S | $16,462,509 | BOOK VALUE |
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