MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC (EIN 41-1982575)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-01-19
IRS object ID
201720199349301252
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-01-19T15:39:23-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERRY D HEFFERNAN LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16650 HORSESHOE BEND DRAddressLine1Txt
CityCORCORANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP553409549ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411982575EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY NATIONAL WILDLIFEBusinessNameLine1Txt
Business Name Line2REFUGE TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6128011935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CROZIERPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone6127283772PhoneNum
Signature2017-01-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERRY D HEFFERNAN LTDPreparerPersonNm
PTINP00949190PTIN
Phone7632297129PhoneNum
Preparation2017-01-19PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDWARD CROZIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,413,846GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MNVALLEYTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO 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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$640,714PYContributionsGrantsAmt
CY Contributions Grants$457,300CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,060,991PYInvestmentIncomeAmt
CY Investment Income$1,820,417CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,701,705PYTotalRevenueAmt
CY Total Revenue$2,277,717CYTotalRevenueAmt
PY Grants And Similar Paid$1,540,053PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,875,336CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$54,786PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$54,526CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,187CYTotalFundraisingExpenseAmt
PY Other Expenses$288,696PYOtherExpensesAmt
CY Other Expenses$282,728CYOtherExpensesAmt
PY Total Expenses$1,883,535PYTotalExpensesAmt
CY Total Expenses$2,212,590CYTotalExpensesAmt
PY Revenues Less Expenses$818,170PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$65,127CYRevenuesLessExpensesAmt
Total Assets BOY$29,033,863TotalAssetsBOYAmt
Total Assets EOY$26,869,183TotalAssetsEOYAmt
Total Liabilities BOY$4,029,207TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,539,701TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,004,656NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,329,482NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,163,918ExpenseAmt
Grant$1,875,336GrantAmt
DescTHE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. COMPLETED FEE TITLE ACQUISITION OF THREE PARCELS OF LAND TOTALING 281 ACRES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) AND WETLAND MANAGEMENT DISTRICT (WMD). OF THOSE, 160 ACRES WERE ACQUIRED TO ESTABLISH A NEW WATERFOWL PRODUCTION AREA IN BLUE EARTH COUNTY FOR THE WMD, 23.6 ACRES WERE ACQUIRED IN HENNEPIN COUNTY FOR THE BLOOMINGTON FERRY UNIT OF THE MVNWR AND 97.65 ACRES WERE ACQUIRED IN SCOTT COUNTY FOR THE LOUISVILLE SWAMP UNIT OF THE MVNWR. THE PROPERTIES WERE TRANSFERRED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR 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 FY16 WAS 385,651. ADDITIONAL TRUST EXPENSES TOTALING 215,082 REPRESENTING GRANTS TO THE MVNWR INCLUDED: -CONTRACTED WITH A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MVNWR AND TRUST - 38,718. -REPLACED THE BOARDWALK WITH VIEWING PLATFORM FOR THE PUBLIC'S USE ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 151,364. -PAID FOR THE USFWS ACQUISITION OF AN EASEMENT ON PRIVATE PROPERTY IN THE LONG MEADOW LAKE UNIT OF THE MVNWR - 25,000 IN ADDITION, THE TRUST: -MADE CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 34,212. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -MADE A GRANT TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION ACTIVITIES ON THE MVNWR - 50,000. -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS - 45,000 (PAID FOR SECOND YEAR OF A TWO YEAR COMMITMENT).Desc
Total Program Service Expenses$2,163,918TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY BRENPersonNm
Phone6516880333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11665 HICKORY LANEAddressLine1Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55122ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
EDWARD CROZIER
DIRECTOR/PRE1.00Yes (X)Yes (X)$0$0$0
JAMES ISCHE
DIRECTOR/TRE1.00Yes (X)Yes (X)$0$0$0
CYNTHIA OSMUNDSON
DIRECTOR1.00Yes (X)$0$0$0
LOIS NORRGARD
DIRECTOR1.00Yes (X)$0$0$0
JOHN WOLF
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH LOON
EXECUTIVE DI10.00Yes (X)$38,517$2,525$02.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$38,517TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,525TotReportableCompRltdOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line18500 NORMANDALE LAKE BLVDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
ServicesADVISORSServicesDesc
Compensation$205,010CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$246,800GovernmentGrantsAmt
All Other Contributions$210,500AllOtherContributionsAmt
Total Contributions$457,300TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$596,324TotalRevenueColumnAmt
Exclusion$596,324ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,360,222SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,136,129SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,224,093SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,224,093TotalRevenueColumnAmt
Related Or Exempt Func Income$1,224,093RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,277,717TotalRevenueColumnAmt
Related Or Exempt Func Income$1,224,093RelatedOrExemptFuncIncomeAmt
Exclusion$596,324ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,875,336TotalAmt
Program Services$1,875,336ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$39,837TotalAmt
Program Services$20,984ProgramServicesAmt
Management And General$15,925ManagementAndGeneralAmt
Fundraising$2,928FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,020TotalAmt
Management And General$10,020ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,669TotalAmt
Program Services$1,606ProgramServicesAmt
Management And General$2,839ManagementAndGeneralAmt
Fundraising$224FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,606TotalAmt
Management And General$6,606ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,932TotalAmt
Management And General$4,932ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$205,010TotalAmt
Program Services$205,010ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,890TotalAmt
Program Services$22ProgramServicesAmt
Management And General$1,833ManagementAndGeneralAmt
Fundraising$35FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$393TotalAmt
Management And General$393ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$60,960TotalAmt
Program Services$60,960ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,937TotalAmt
Management And General$2,937ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,212,590TotalAmt
Program Services$2,163,918ProgramServicesAmt
Management And General$45,485ManagementAndGeneralAmt
Fundraising$3,187FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,454BOYAmt
EOY$101,863EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$635,714BOYAmt
EOY$446,800EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142BOYAmt
EOY$15EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$28,296,533BOYAmt
EOY$26,302,491EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$61,020BOYAmt
EOY$18,014EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,033,863BOYAmt
EOY$26,869,183EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,933BOYAmt
EOY$54,427EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,985,274BOYAmt
EOY$3,485,274EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,029,207BOYAmt
EOY$3,539,701EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,004,656BOYAmt
EOY$23,329,482EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,004,656BOYAmt
EOY$23,329,482EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,033,863BOYAmt
EOY$26,869,183EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$65,127ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,740,301NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,350,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$556,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$640,714CurrentTaxYearMinus1YearAmt
Current Tax Year$457,300CurrentTaxYearAmt
Total$3,076,966TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,350,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$556,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$640,714CurrentTaxYearMinus1YearAmt
Current Tax Year$457,300CurrentTaxYearAmt
Total$3,076,966TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$176,869SubstantialContributorsTotAmt
Public Support Total170$2,900,097PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$487,006CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$484,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$538,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$622,768CurrentTaxYearMinus1YearAmt
Current Tax Year$596,324CurrentTaxYearAmt
Total$2,729,571TotalAmt
FieldValueIRS element (for citing)
Total Support$5,806,537TotalSupportAmt
Public Support CY1700.49950PublicSupportCY170Pct
Public Support PY1700.56460PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PROGRAM RELATED STOCKS$22,324,147F
PROGRAM RELATED GOVERNMENT BONDS$2,790,896F
PROGRAM RELATED MONEY MARKET$1,187,448F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$26,302,491TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLINE OF CREDITDesc
Amt$3,485,274Amt
FieldValueIRS element (for citing)
Total Liability$3,485,274TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$332,406TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,740,301NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,740,301RevenueNotReportedAmt
Revenue Subtotal$2,072,707RevenueSubtotalAmt
Investment Expenses Not Incld$205,010InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$205,010RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,277,717TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,007,580TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,007,580ExpensesSubtotalAmt
Investment Expenses Not Incld2$205,010InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$205,010ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,212,590TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
US FISH & WILDLIFE SERVICES (USFWS)
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504GOV$215,082SUPPORT REFUGE OPS
US FISH & WILDLIFE SERVICE
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504$385,651RAPID LAKES UNIT
MINNESOTA VALLEY LANDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425204162476501C3SUPPORT OPERATIONS$1,145,391PURCHASEPROPERTY
REFUGE FRIENDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425208644416501C3$84,212ENVIRONMENTAL EDU.
MINNESOTA WATERFOWL ASSOCIATION
907 FIRST STREET NORTHHOPKINSMN55343416078888501 C3$45,000SUPPORT BIOLOGIST
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS OF FUNDS TO USFWS FOR GEOGRAPHIC INFORMATION AND HABITAT WORK: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE OR AGREED UPON BILLING FROM USFWS FOR ALL EXPENSES RELATED TO WORK PERFORMED RELATIVE TO GEOGRAPHIC INFORMATION SYSTEMS AND OTHER HABITAT WORK. THE REVIEW PROCEDURES ARE THE SAME AS MENTIONED IN ABOVE PARAGRAPH. 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 (USFWS) 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 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 AND FOR REFUGE ENVIRONMENTAL EDUCATION: THE TRUST BOARD OF DIRECTORS RECEIVE AN ANNUAL REPORT FROM THE REFUGE FRIENDS. INC. 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 TRUST BOARD OF DIRECTORS RECEIVE AN ANNUAL REPORT FROM THE ASSOCIATION ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO 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 4ATHE 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 FY16 WAS 385,651. ADDITIONAL TRUST EXPENSES TOTALING 215,082 REPRESENTING GRANTS TO THE MVNWR INCLUDED: -CONTRACTED WITH A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MVNWR AND TRUST - 38,718. -REPLACED THE BOARDWALK WITH VIEWING PLATFORM FOR THE PUBLIC'S USE ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 151,364. -PAID FOR THE USFWS ACQUISITION OF AN EASEMENT ON PRIVATE PROPERTY IN THE LONG MEADOW LAKE UNIT OF THE MVNWR - 25,000 IN ADDITION, THE TRUST: -MADE CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 34,212. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -MADE A GRANT TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION ACTIVITIES ON THE MVNWR - 50,000. -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS - 45,000 (PAID FOR SECOND YEAR OF A TWO YEAR COMMITMENT).
FORM 990, PAGE 6, PART VI, LINE 8BTHE 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 11BFORM 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 12CBOARD 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 15ABOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABILITY DATA.
FORM 990, PAGE 6, PART VI, LINE 19WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY LANDS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
EIN204162476EIN
Primary ActivitiesHOLD PROP.PrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt
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

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