2021-06-29T09:55:51-05:00 2020-12-31 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2020-01-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 CYNTHIA OSMUNDSON DIRECTOR/PRESIDENT 6127283772 2021-05-01 true CYNTHIA OSMUNDSON XXX-XX-XXXX SHERRY D HEFFERNAN LTD P00949190 7632297129 2021-06-29 2020 2022-09-23 18:48:47Z CYNTHIA OSMUNDSON 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 42023757 false X WWW.MNVALLEYTRUST.ORG X 2000 MN 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. 5 5 7 5 0 133175 17255804 0 1962305 3551471 0 2095480 20807275 840625 1810676 0 274932 404308 0 7692 218834 261967 1334391 2476951 761089 18330324 25435478 44215661 87567 108397 25347911 44107264 X 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. false false 2260380 1810676 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. 2260380 true true false false false false false false false false true false true true false true false true false false false false false false false false false true false true false false false false false false false false true false false false true true true true false false true 11 0 true 7 true false false false false false false false false false false false false false X 5 5 false false false false false false false true false false false true true true true true true true false false MN X X ALL IN ONE ACCOUNTING 6125816451 1585 THOMAS CENTER DRIVE EAGAN MN 55122 CYNTHIA OSMUNDSON DIRECTOR/PRE 1.00 1.00 X X 0 0 0 JOHN WOLF DIRECTOR/TRE 1.00 1.00 X X 330 0 0 EDWARD CROZIER DIRECTOR 1.00 1.00 X 330 0 0 JAMES ISCHE DIRECTOR 1.00 1.00 X 275 0 0 LOIS NORRGARD DIRECTOR 1.00 X 330 0 0 DEBORAH LOON STUMBRAS EXECUTIVE DI 30.00 2.00 X 157620 7719 10057 158885 7719 10057 1 false true false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 100389 1 786831 16468973 16462509 17255804 538453 538453 24229500 21216482 3013018 3013018 3013018 20807275 3013018 538453 1810676 1810676 168305 70234 90868 7203 189571 152156 37415 4895 3852 1043 15377 15377 26160 15238 10433 489 26097 26097 33409 33409 176549 176549 3547 2797 750 2644 1132 1512 1719 492 1227 1603 1603 6125 6125 REAL ESTATE TAXES 10274 10274 2476951 2260380 208879 7692 77480 24476 110675 194687 2734 3188 5792 8016 4245 5374 3771 25178812 27391334 59949 16592867 25435478 44215661 87567 108397 87567 108397 X 25347911 44107264 25347911 44107264 25435478 44215661 18330324 429029 X false true X true X 832103 11315 722950 133175 17255804 18955347 832103 11315 722950 133175 17255804 18955347 18955347 533180 520621 283750 553030 538453 2429034 21384381 0.88640 0.46450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8016 4245 3771 3771 PROGRAM RELATED STOCKS 20610316 F PROGRAM RELATED US TREASURIES 2874247 F PROGRAM RELATED BONDS 2227393 F PROGRAM RELATED GOVERNMENT ASSETS 1081522 F PROGRAM RELATED MONEY MARKET 429800 F PROGRAM RELATED OTHER ASSETS 168056 F 27391334 PROPERTY HELD FOR DONATION TO USFWS 16542837 INTEREST/INVESTMENT INCOME REC. 50030 16592867 X 21060510 429029 755 429784 20630726 176549 176549 20807275 2301157 755 755 2300402 176549 176549 2476951 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. true MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501 C3 910451 BOOK VALUE PROPERTY SUPPORT OPERATIONS US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 107684 BOOK VALUE VISITOR CENTER OPS US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 377166 BOOK VALUE REFUGE STAFFING US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 164051 BOOK VALUE HABITAT RESTORATION US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 55455 BOOK VALUE COMMUNITY OUTREACH MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 100000 COST SUPPORT OPERATIONS MN VALLEY REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 56200 BOOK VALUE ENVIRONMENTAL EDUC. MINNESOTA DEPT OF NATURAL RESOURCE 500 LAFAYETTE ROAD ST PAUL MN 55155 416007162 GOV 39669 BOOK VALUE REAL PROPERTY LAND IMPROVEMENTS 4 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X false false false false false false false false false DEBORAH LOON STUMBRAS EXECUTIVE DIRECTOR 157620 7719 10057 167677 7719 X 41 16462509 BOOK VALUE false true false 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. MINNESOTA VALLEY LANDS LLC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 411982575 HOLD PROP. MN 16508490 16508490 MN VALLEY MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 204162476 HOLD PROP. MN 501C3 12A TAXPAYER true false true true false false false false false false false false true false false true false true true true MINNESOTA VALLEY LANDS INC B 100000 BOOK VALUE MINNESOTA VALLEY LANDS INC C 6305 BOOK VALUE MINNESOTA VALLEY LANDS INC L MINNESOTA VALLEY LANDS INC O MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC R 910451 BOOK VALUE MINNESOTA VALLEY LANDS INC S 16462509 BOOK VALUE