2020-04-17T09:30:41-05:00 2019-12-31 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2019-01-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 CYNTHIA OSMUNDSON DIRECTOR/PRESIDENT 6127283772 2020-04-02 true SHERRY D HEFFERNAN LTD P00949190 7632297129 2020-04-17 73.65.79.52 2020-04-17 09:30:41 CD P 2DE900DEE3FED013D6F51783BDE323FE3AE8E10E 2DE900DEE3FED013D6F51783BDE323FE3AE8E10E 2019 2020-11-06 18:47:13Z CYNTHIA OSMUNDSON 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 8798771 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 5 5 0 722950 133175 0 724540 1962305 0 1447490 2095480 1883121 840625 0 128802 274932 0 9958 119808 218834 2131731 1334391 -684241 761089 22054277 25435478 84017 87567 21970260 25347911 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 1180466 840625 THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. RECEIVED FEE TITLE DONATION OF ONE PARCEL OF LAND TOTALING 0.57 ACRES IN CARVER COUNTY FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (REFUGE). THE PROPERTY WAS TRANSFERRED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR MANAGEMENT AND HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE USFWS AFTER THE HABITAT WORK IS COMPLETE. TRUST CONTRACTED WITH THE CONSERVATION CORPS OF MINNESOTA & IOWA FOR A 5- PERSON CREW TO COMPLETE HABITAT RESTORATION AND ENHANCEMENT WORK ACROSS THE REFUGE AND WETLAND MANAGEMENT DISTRICT. THE WORK WAS FUNDED BY A CONSERVATION PARTNERS LEGACY GRANT, AWARDED BY THE MINNESOTA DEPARTMENT OF NATURAL RESOURCES. TOTAL EXPENDITURES OF 110,675 WERE CHARGED TO THE GRANT (THIS AMOUNT IS INCLUDED IN GRANTS TO USFWS BELOW). THE TRUST MADE GRANTS TO THE USFWS TOTALING 534,280 FOR THE FOLLOWING PURPOSES: -FUNDED THE OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER, INSTALLATION OF A NEW WELL, AND OPERATIONS OF THE INTERN BUNKHOUSE -FUNDED 4 USFWS STAFF POSITIONS, INCLUDING 3 PARK RANGERS AND 1 MAINTENANCE POSITION -FUNDED SEVERAL SUMMER INTERNSHIPS ON THE REFUGE -FUNDED ENVIRONMENTAL EDUCATION AND OTHER VISITOR SERVICES FUNCTIONS ON THE REFUGE -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE REFUGE AND WETLAND MANAGEMENT DISTRICT -PAID FOR THE OPERATION OF A PUBLIC WIRELESS NETWORK AT THE BLOOMINGTON EDUCATION AND VISITOR CENTER AND THE DISCOVER NATURE APP IN ADDITION, THE TRUST MADE GRANTS TO OTHER NONPROFIT ORGANIZATIONS TOTALING 129,099 FOR THE FOLLOWING ACTIVITIES RELATED TO THE REFUGE: -MADE GRANT PAYMENTS TO MINNESOTA VALLEY REFUGE FRIENDS TO SUPPORT THE TEACHING PRACTICUM INTERNSHIP PROGRAM AND URBAN OUTREACH PROGRAM AT THE REFUGE, AS WELL AS THE FRIENDS' EXECUTIVE DIRECTOR POSITION -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION TO COORDINATE HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND MINNESOTA VALLEY LANDS, INC. "MADE A GRANT TO WOLF RIDGE ENVIRONMENTAL LEARNING CENTER TO SUPPORT THE STUDENTS EAGERLY ACQUIRING KNOWLEDGE (SEAK) PROGRAM, WHICH IS OPERATED IN PARTNERSHIP WITH THE REFUGE. TRUST ALSO: - EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SUPPORT AND MANAGE VARIOUS PROJECTS FOR THE REFUGE AND TRUST -EMPLOYED AN APPRENTICE TO WORK WITH THE REFUGE'S URBAN OUTREACH PROGRAM 1180466 true true false false false false false false false false true false true false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 9 0 true 5 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 770 0 0 EDWARD CROZIER DIRECTOR 1.00 1.00 X 935 0 0 JAMES ISCHE DIRECTOR 1.00 1.00 X 550 0 0 LOIS NORRGARD DIRECTOR 1.00 1.00 X 715 0 0 DEBORAH LOON STUMBRAS EXECUTIVE DI 30.00 2.00 X 144059 8966 6865 147029 8966 6865 1 false true false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 173871 1 110675 22500 22400 133175 553030 553030 8112566 6703291 1409275 1409275 1409275 2095480 1409275 553030 840625 840625 151894 62528 80097 9269 2750 2750 96684 82569 14115 2880 2457 423 3418 1587 1831 17306 10708 5909 689 6161 6161 18437 18437 177486 177486 6658 642 6016 2364 261 2103 1603 1603 6125 6125 1334391 1180466 143967 9958 96127 77480 710000 110675 18176 3188 8016 2642 6977 5374 21149770 25178812 73227 59949 22054277 25435478 84017 87567 84017 87567 X 21970260 25347911 21970260 25347911 22054277 25435478 761089 2616562 X false true X true X 457300 832103 11315 722950 133175 2156843 457300 832103 11315 722950 133175 2156843 2156843 596324 533180 520621 283750 553030 2486905 4643748 0.46450 0.51030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8016 2642 5374 5374 PROGRAM RELATED STOCKS 20359800 F PROGRAM RELATED GOVERNMENT BONDS 4072188 F PROGRAM RELATED MONEY MARKET 746824 F 25178812 X 4534556 2616562 2616562 1917994 177486 177486 2095480 1156905 1156905 177486 177486 1334391 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, 2019. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDITIONS. SCHEDULE D, PAGE 4, PART XIII SHARING OF RESOURCES: THE ORGANIZATION SHARES RESOURCES, INCLUDING STAFF AND DONATED OFFICE SPACE, WITH A RELATED ENTITY - SEE SCHEDULE R. SHARED EMPLOYEES ARE EMPLOYED BY THIS ENTITY 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 27246 BOOK VALUE PROPERTY SUPPORT OPERATIONS US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 50770 BOOK VALUE VISITOR CENTER OPS US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 41831 BOOK VALUE URBAN PROGRAMS, ETC. US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 110675 BOOK VALUE HABITAT RESTORATION US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 331004 BOOK VALUE REFUGE STAFFING MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 150000 PURCHASE SUPPORT OPERATIONS MN VALLEY REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 76050 BOOK VALUE ENVIRONMENTAL EDUC. WOLF RIDGE ENVIRONMENTAL LEARNING 6282 CRANBERRY ROAD FINLAND MN 55603 411251705 501C3 17649 BOOK VALUE ENVIRONMENTAL EDUC. MINNESOTA WATERFOWL ASSOCIATION 907 FIRST STREET NORTH HOPKINS MN 55343 416078888 501 C3 35400 BOOK VALUE SUPPORT BIOLOGIST 5 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 ACTIVITITES. 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 WATERFOWL ASSOCIATION - MN VALLEY TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE MINNESOTA WATERFOWL ASSOCIATION AND THE USFWS ON ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. false false false false false false false false false DEBORAH LOON STUMBRAS EXECUTIVE DIRECTOR 144059 8966 6494 371 150553 9337 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 THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. RECEIVED FEE TITLE DONATION OF ONE PARCEL OF LAND TOTALING 0.57 ACRES IN CARVER COUNTY FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (REFUGE). THE PROPERTY WAS TRANSFERRED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR MANAGEMENT AND HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE USFWS AFTER THE HABITAT WORK IS COMPLETE. TRUST CONTRACTED WITH THE CONSERVATION CORPS OF MINNESOTA & IOWA FOR A 5- PERSON CREW TO COMPLETE HABITAT RESTORATION AND ENHANCEMENT WORK ACROSS THE REFUGE AND WETLAND MANAGEMENT DISTRICT. THE WORK WAS FUNDED BY A CONSERVATION PARTNERS LEGACY GRANT, AWARDED BY THE MINNESOTA DEPARTMENT OF NATURAL RESOURCES. TOTAL EXPENDITURES OF 110,675 WERE CHARGED TO THE GRANT (THIS AMOUNT IS INCLUDED IN GRANTS TO USFWS BELOW). THE TRUST MADE GRANTS TO THE USFWS TOTALING 534,280 FOR THE FOLLOWING PURPOSES: -FUNDED THE OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER, INSTALLATION OF A NEW WELL, AND OPERATIONS OF THE INTERN BUNKHOUSE -FUNDED 4 USFWS STAFF POSITIONS, INCLUDING 3 PARK RANGERS AND 1 MAINTENANCE POSITION -FUNDED SEVERAL SUMMER INTERNSHIPS ON THE REFUGE -FUNDED ENVIRONMENTAL EDUCATION AND OTHER VISITOR SERVICES FUNCTIONS ON THE REFUGE -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE REFUGE AND WETLAND MANAGEMENT DISTRICT -PAID FOR THE OPERATION OF A PUBLIC WIRELESS NETWORK AT THE BLOOMINGTON EDUCATION AND VISITOR CENTER AND THE DISCOVER NATURE APP IN ADDITION, THE TRUST MADE GRANTS TO OTHER NONPROFIT ORGANIZATIONS TOTALING 129,099 FOR THE FOLLOWING ACTIVITIES RELATED TO THE REFUGE: -MADE GRANT PAYMENTS TO MINNESOTA VALLEY REFUGE FRIENDS TO SUPPORT THE TEACHING PRACTICUM INTERNSHIP PROGRAM AND URBAN OUTREACH PROGRAM AT THE REFUGE, AS WELL AS THE FRIENDS' EXECUTIVE DIRECTOR POSITION -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION TO COORDINATE HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND MINNESOTA VALLEY LANDS, INC. "MADE A GRANT TO WOLF RIDGE ENVIRONMENTAL LEARNING CENTER TO SUPPORT THE STUDENTS EAGERLY ACQUIRING KNOWLEDGE (SEAK) PROGRAM, WHICH IS OPERATED IN PARTNERSHIP WITH THE REFUGE. TRUST ALSO: - EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SUPPORT AND MANAGE VARIOUS PROJECTS FOR THE REFUGE AND TRUST -EMPLOYED AN APPRENTICE TO WORK WITH THE REFUGE'S URBAN OUTREACH PROGRAM FORM 990, PAGE 6, PART VI, LINE 8B THE ORGANIZATION 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 INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 204162476 HOLD PROP. MN 501C3 12A TAXPAYER true false true false false false false false false false false false true false false true false true true false MINNESOTA VALLEY LANDS INC B 177246 COST MINNESOTA VALLEY LANDS INC L MINNESOTA VALLEY LANDS INC O MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC R