2018-03-03T13:51:38-06:00 2017-06-30 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2016-07-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 EDWARD CROZIER DIRECTOR/PRESIDENT 6127283772 2017-12-12 true SHERRY D HEFFERNAN LTD P00949190 7632297129 2018-03-03 089BE5C6DD063BBB0C7F898A447D095AE40A7353 089BE5C6DD063BBB0C7F898A447D095AE40A7353 2016 2021-01-29 14:40:06Z EDWARD CROZIER 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 13506749 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 4 5 0 457300 832103 0 1820417 2840467 0 2277717 3672570 1875336 2914895 0 54526 135049 0 2732 282728 300053 2212590 3349997 65127 322573 26869183 27399754 3539701 3032739 23329482 24367015 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 3285596 2914895 THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. COMPLETED FEE TITLE ACQUISITION OF TWO PARCELS OF LAND TOTALING 25 ACRES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR). OF THOSE, 20.5 ACRES WERE ACQUIRED FOR THE RAPIDS LAKE UNIT AND 4.5 ACRES WERE ACQUIRED FOR THE SAN FRANCISCO UNIT OF THE MVNWR. THE PROPERTIES WERE 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. THE TRUST CONTINUED FUNDING THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER ON THE MVNWR. TOTAL GRANT CONTRIBUTION FOR THIS PURPOSE IN FY17 WAS 275,690. IN FISCAL YEAR 2017 TRUST GRANTS OF 1,103,822 WERE MADE TO THE USFWS AS FOLLOWS: -SUPPORT THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER - 275,690. -EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) AND TRUST - 72,329. -COMPLETED THE PROJECT THAT REPLACED THE BOARDWALK ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 28,492. -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE MVNWR - 477,224. -CONTRACTED WITH DISCOVER NATURE APPS FOR DEVELOPMENT OF WEB-BASED APPLICATIONS FOR THE PUBLIC'S USE, INCLUDING GAME AND VIRTUAL SIGNAGE MODULES ON THREE UNITS OF THE MVNWR - 132,500. -FUNDED MARKETING AND EVENTS ACTIVITIES TO CELEBRATE THE 40TH ANNIVERSARY OF THE MVNWR - 117,587. IN ADDITION, THE TRUST MADE GRANTS OF 196,650 TO OTHER NONPROFIT ORGANIZATIONS FOR ACTIVITIES RELATED TO THE REFUGE: -CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND OF 18,100. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -GRANTS TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION AND URBAN WILDLIFE REFUGE OUTREACH ACTIVITIES ON THE REFUGE OF 105,000. -GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND MINNESOTA VALLEY LANDS, INC. OF 73,550. 3285596 true true false true false false false false false false false false true false true true false true false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 5 0 true 4 true 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 JAMES ISCHE DIRECTOR/TRE 1.00 X X 770 0 0 JOHN WOLF DIRECTOR 1.00 X 770 0 0 LOIS NORRGARD DIRECTOR 1.00 X 660 0 0 EDWARD CROZIER DIRECTOR/PRE 1.00 X X 0 0 0 CYNTHIA OSMUNDSON DIRECTOR 1.00 X 0 0 0 DEBORAH LOON EXECUTIVE DI 10.00 2.00 X 38640 3480 0 40840 3480 false false false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 208684 1 832075 28 832103 533180 533180 12141466 9834179 2307287 2307287 2307287 3672570 2307287 533180 2914895 2914895 45866 22948 20383 2535 78865 67083 11782 1009 1009 9309 6887 2228 194 14690 14690 208683 208683 5000 5000 3192 204 2988 673 18 652 3 64878 64878 2937 2937 3349997 3285596 61669 2732 101863 125431 446800 1278875 15 26302491 25969602 18014 25846 26869183 27399754 54427 46813 3485274 2985926 3539701 3032739 X 23329482 24367015 23329482 24367015 26869183 27399754 322573 714960 X false true X true X 71608 556722 640714 457300 832103 2558447 71608 556722 640714 457300 832103 2558447 2558447 484803 538670 622768 596324 533180 2775745 5334192 0.47960 0.49950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 5000 5000 false SCHEDULE C, PART II-B, LINE 1 CONTRIBUTED TO A GRASSROOTS PHONE CALLING CAMPAIGN TO INFLUENCE PUBLIC OPINION ON A CONSERVATION ISSUE AT THE CAPITOL. PROGRAM RELATED STOCKS 22116798 F PROGRAM RELATED GOVERNMENT BONDS 2690928 F PROGRAM RELATED MONEY MARKET 1161876 F 25969602 LINE OF CREDIT 2985274 PAYABLE TO RELATED ORGANIZATION 652 2985926 X 4178847 714960 714960 3463887 208683 208683 3672570 3141314 3141314 208683 208683 3349997 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 JUNE 30, 2017. 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 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 US FISH & WILDLIFE SERVICE (USFWS) 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 275690 RAPID LAKES UNIT US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 132500 WEB-BASED NATURE APP US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 477338 HABITAT RESTORATION US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 117587 40 ANNIVERSARY MVNWR US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 28492 REPLACE BOARDWALK MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 400000 1286638 PURCHASE PROPERTY SUPPORT OPERATIONS REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 105000 ENVIRONMENTAL EDU. REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644441 501C3 18100 FREE BUSES STUDENTS MINNESOTA WATERFOWL ASSOCIATION 907 FIRST STREET NORTH HOPKINS MN 55343 416078888 501 C3 73550 SUPPORT BIOLOGIST 4 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT OF FUNDS TO USFWS FOR OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE FROM THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) FOR ALL EXPENSES RELATED TO THE OPERATIONS OF THE CENTER. THE MONTHLY INVOICE IS REVIEWED FOR ACCURACY BY THE TRUST EXECUTIVE DIRECTOR. THE MANAGER OF THE MN VALLEY NATIONAL WILDLIFE REFUGE ATTENDS ALL MONTHLY TRUST BOARD OF DIRECTOR MEETINGS AND PROVIDES A REPORT ON ACTIVITIES, INCLUDING AT THE RAPIDS LAKE EDUCATION & VISITOR CENTER. GRANTS OF FUNDS TO USFWS FOR INSTALLATION OF WEB-BASED NATURE APPLICATION, HABITAT RESTORATION, 40TH ANNIVERSARY EVENT FOR MVNWR AND GEOGRAPHIC INFORMATION: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE OR AGREED UPON BILLING FROM USFWS WHICH IS REVIEWED FOR ACCURACY BY THE TRUST EXECTUVIE DIRECTOR. THE MANAGER OF THE MVNWR ATTEND ALL MONTHLY RUST BOARD OF DIRECTORS MEETINGS AN DPROVIDES A REPORT ON ACTIVITIES. GRANTS OF CASH AND REAL PROPERTY TO MINNESOTA VALLEY LANDS, INC (MVL): THE MINNESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES A REPORT EVERY MONTH ON THE HABITAT RESTORATION ACTIVITIES OF LANDS COMPLETED WITH GRANTS FROM THE TRUST AND OTHER SOURCES OF FUNDING. THE TRUST BOARD ALSO RECEIVES AND REVIEWS THE MONTHLY FINANCIAL REPORTS OF MVL, WHICH INCLUDES ITEMIZATION OF OPERATING AND PROGRAM EXPENSES. GRANT OF FUNDS TO REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND, REFUGE ENVIRONMENTAL EDUCATION AND THE URBAN WILDLIFE REFUGE PROGRAM: THE MINNESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDSN INC. AND THE USFWS ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. GRANT OF FUNDS TO MINNESOTA WATERFOWL ASSOCIATION FOR BIOLOGIST POSITION TO MANAGE HABITAT CONSERVATION PROJECTS ON TRUST ACQUIRED, USFWS AND PRIVATE LANDS WITHIN THE MINNESOTA VALLEY WETLAND MANAGEMENT DISTRICT: THE MINNESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE ASSOCIATION ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. 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 CONTRIBUTION FOR THIS PURPOSE IN FY17 WAS 275,690. IN FISCAL YEAR 2017 TRUST GRANTS OF 1,103,822 WERE MADE TO THE USFWS AS FOLLOWS: -SUPPORT THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER - 275,690. -EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) AND TRUST - 72,329. -COMPLETED THE PROJECT THAT REPLACED THE BOARDWALK ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 28,492. -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE MVNWR - 477,224. -CONTRACTED WITH DISCOVER NATURE APPS FOR DEVELOPMENT OF WEB-BASED APPLICATIONS FOR THE PUBLIC'S USE, INCLUDING GAME AND VIRTUAL SIGNAGE MODULES ON THREE UNITS OF THE MVNWR - 132,500. -FUNDED MARKETING AND EVENTS ACTIVITIES TO CELEBRATE THE 40TH ANNIVERSARY OF THE MVNWR - 117,587. IN ADDITION, THE TRUST MADE GRANTS OF 196,650 TO OTHER NONPROFIT ORGANIZATIONS FOR ACTIVITIES RELATED TO THE REFUGE: -CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND OF 18,100. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -GRANTS TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION AND URBAN WILDLIFE REFUGE OUTREACH ACTIVITIES ON THE REFUGE OF 105,000. -GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND MINNESOTA VALLEY LANDS, INC. OF 73,550. 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 MINNESOTA VALLEY LANDS INC L MINNESOTA VALLEY LANDS INC O MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC R