MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC (EIN 41-1982575)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-09
- IRS object ID
- 201340099349300534
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-09T14:15:13-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY D HEFFERNAN LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 HORSESHOE BEND DR | AddressLine1 |
| City | CORCORAN | City |
| State | MN | State |
| ZIP Code | 553409549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411982575 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA VALLEY NATIONAL WILDLIFE | BusinessNameLine1 |
| Business Name Line2 | REFUGE TRUST INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MINN | NameControl |
| Phone | 6128011935 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS NORRGARD | Name |
| Title | PRESIDENT | Title |
| Phone | 6128011935 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERRY D HEFFERNAN LTD | Name |
| Phone | 7634786518 | Phone |
| Date Prepared | 2013-01-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOIS NORRGARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10513267 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MNVALLEYTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | IMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1242324 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1350622 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2976425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 821820 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4218749 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2172442 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1866982 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2761158 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 82624 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 88410 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1339 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 239692 | OtherExpensePriorYear |
| Other Expenses Current Year | 257412 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2189298 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3106980 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2029451 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -934538 | RevenuesLessExpensesCY |
| Total Assets BOY | 24817050 | TotalAssetsBOY |
| Total Assets EOY | 23840910 | TotalAssetsEOY |
| Total Liabilities BOY | 2613235 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4026714 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22203815 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19814196 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3063068 | Expense |
| Grants | 2761158 | Grants |
| Description | THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. (THE TRUST) COMPLETED 4 LAND ACQUISITIONS AND RECEIVED ONE LAND DONATION, EXPANDING THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE BY APPROXIMATELY 879 ACRES. THESE LANDS WERE DONATED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE UNITED STATES FISH AND WILDLIFE SERVICES (USFWS) AFTER THE HABITAT WORK IS COMPLETE. SPECIFICALLY, THE TRUST SPENT 2,122,490 ON THE FOLLOWING LAND ACQUISITIONS AND RECEIPTS: EXPANDED THE LINCOLN WATERFOWL PRODUCTION AREA WITH THE ACQUISITION OF 198.5 PRIORITY ACRES. EXPANDED THE BLAKELY AND JESSENLAND UNITS OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE WITH THE ACQUISITION OF 507.72 ACRES. CREATED THE HARTUNG WATERFOWL PRODUCTION AREA WITH THE ACCEPTANCE OF A DONATION OF 172.62 ACRES OF LAND. GRANT FUNDS FROM THE STATE OF MINNESOTA IN THE AMOUNT OF 960,000 SUPPORTED THE LAND ACQUISITIONS. THE TRUST CONTINUED FUNDING THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. TOTAL CONTRIBUTION IN FY 12 WAS 277,268. THE TRUST ALSO CONTINUED PROVIDING A 2:1 GRANT FOR FUNDS RAISED BY THE REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND, WHICH PROVIDES FREE BUSING FOR INNER-CITY SCHOOLS TO THE ENVIRONMENTAL EDUCATION PROGRAMS ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. TOTAL CONTRIBUTION IN FY 12 WAS 6,400. | Description |
| Total Program Service Expense | 3063068 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY BREN | NamePerson |
| Telephone Number | 6516880333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 HICKORY LANE | AddressLine1 |
| City | EAGAN | City |
| State | MN | State |
| ZIP Code | 55122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES ISCHE | ||||||
| DIRECTOR/TRE | 1.00 | X | X | 660 | 0 | 0 |
| LOIS NORRGARD | ||||||
| DIRECTOR | 1.00 | X | 495 | 0 | 0 | |
| DIRK PETERSON | ||||||
| DIRECTOR/PRE | 2.00 | X | X | 0 | 0 | 0 |
| JAMES COX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LORI NELSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH LOON | ||||||
| EXECUTIVE DI | 19.00 | X | 87255 | 2745 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 88410 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2745 | TotalReportableCompFrmRltdOrgs |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8500 NORMANDALE LAKE BLVD | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55437 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADVISORS | DescriptionOfServices |
| Compensation | 170727 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 1000800 | GovernmentGrants |
| All Other Contributions | 349822 | AllOtherContributions |
| Noncash Contributions | 293000 | NoncashContributions |
| Total Contributions | 1350622 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 487006 | TotalRevenueColumn |
| Exclusion | $487,006 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8675639 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8340825 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 334814 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 334814 | TotalRevenueColumn |
| Related Or Exempt Function Income | 334814 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2172442 | TotalRevenueColumn |
| Related Or Exempt Function Income | 334814 | RelatedOrExemptFunctionIncome |
| Exclusion | $487,006 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2761158 | Total |
| Program Services | 2761158 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88410 | Total |
| Program Services | 67672 | ProgramServices |
| Management And General | 19399 | ManagementAndGeneral |
| Fundraising | 1339 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8003 | Total |
| Program Services | 7303 | ProgramServices |
| Management And General | 700 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12694 | Total |
| Management And General | 12694 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170727 | Total |
| Program Services | 170727 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5141 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 4991 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2634 | Total |
| Program Services | 781 | ProgramServices |
| Management And General | 1853 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756 | Total |
| Management And General | 756 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55277 | Total |
| Program Services | 55277 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2180 | Total |
| Management And General | 2180 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3106980 | Total |
| Program Services | 3063068 | ProgramServices |
| Management And General | 42573 | ManagementAndGeneral |
| Fundraising | 1339 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52311 | BOY |
| EOY | 443777 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1494478 | BOY |
| EOY | 1285000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62618 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23184941 | BOY |
| EOY | 22095885 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22702 | BOY |
| EOY | 16248 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24817050 | BOY |
| EOY | 23840910 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42868 | BOY |
| EOY | 41440 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2570367 | BOY |
| EOY | 3985274 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2613235 | BOY |
| EOY | 4026714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22203815 | BOY |
| EOY | 19814196 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22203815 | BOY |
| EOY | 19814196 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24817050 | BOY |
| EOY | 23840910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -934538 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1455081 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 796478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 423338 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 694716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1242324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1350622 | CurrentTaxYear |
| Total | 4507478 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 796478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 423338 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 694716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1242324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1350622 | CurrentTaxYear |
| Total | 4507478 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 139577 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4367901 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 684302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 734225 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 700235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 557899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 487006 | CurrentTaxYear |
| Total | 3163667 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7671145 | TotalSupport |
| Public Support Pertcentage170 | 0.56940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM RELATED INVESTMENTS | Description |
| Book Value | 22095885 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 22095885 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINE OF CREDIT | Description |
| Amount | $3,985,274 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3985274 | TotalOfAmounts |
| Total Revenue | 2172442 | TotalRevenue |
| Total Expenses | 3106980 | TotalExpenses |
| Excess Or Deficit For Year | -934538 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1455081 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1455081 | TotalAdjustments |
| Excess Or Deficit Per FS | -2389619 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 546634 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1455081 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1455081 | RevenueNotRptdF990 |
| Revenue Subtotal | 2001715 | RevenueSubtotal |
| Investment Expenses Not Included | 170727 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 170727 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2172442 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2936253 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2936253 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 170727 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 170727 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3106980 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| US FISH & WILDLIFE SERVICE (USFWS) | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 530201504 | GOV | 277268 | RAPID LAKES UNIT | |||
| MINNESOTA VALLEY LANDS INC | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 204162476 | 501 | 350000 | SUPPORT OPERATIONS | 2122490 | PURCHASE | PROPERTY |
| REFUGE FRIENDS INC | ||||||||||
| 3815 EAST AMERICAN BLVD | BLOOMINGTON | MN | 55425 | 208644416 | 501 | 6400 | TRANSPORTATION | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | GRANTS OF CASH AND REAL PROPERTY TO MINNESOTA VALLEY LANDS, INC (LANDS): 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 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. GRANT OF FUNDS TO REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND: THE TRUST RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDS ON ALL ACTIVITIES FROM THE BLUE GOOSE BUS FUND. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FRIENDS OF THE MINNESOTA VALLEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 58695 | AmountOfTransaction |
| Description Of Transaction | SHORT-TERM LOAN | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | LORI NELSON WAS APPOINTED TO TAXPAYERS BOARD OF DIRECTORS BY HER EMPLOYER FRIENDS OF THE MINNESOTA VALLEY FMV MS NELSON ALSO SERVES ON THE MINNESOTA VALLEY LANDS BOARD OF DIRECTORS BY VIRTURE OF HER BOARD POSITION ON MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC AT JUNE 30 2011 TAXPAYER HAD PROVIDED A SHORTTERM LOAN TO FMV OF 58695 THE LOAN WAS REPAID IN FULL OCTOBER 2011 | Explanation |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 293000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | NATIONAL WILDLIFE REFUGE WITH THE ACQUISITION OF 507.72 ACRES. CREATED THE HARTUNG WATERFOWL PRODUCTION AREA WITH THE ACCEPTANCE OF A DONATION OF 172.62 ACRES OF LAND. GRANT FUNDS FROM THE STATE OF MINNESOTA IN THE AMOUNT OF 960,000 SUPPORTED THE LAND ACQUISITIONS. THE TRUST CONTINUED FUNDING THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. TOTAL CONTRIBUTION IN FY 12 WAS 277,268. THE TRUST ALSO CONTINUED PROVIDING A 2:1 GRANT FOR FUNDS RAISED BY THE REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND, WHICH PROVIDES FREE BUSING FOR INNER-CITY SCHOOLS TO THE ENVIRONMENTAL EDUCATION PROGRAMS ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. TOTAL CONTRIBUTION IN FY 12 WAS 6,400. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONTRACT ACCOUNTANT, AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD ANNUALLY REVIEWS THE POLICY. EACH DIRECTOR AND OFFICER ANNUALLY SIGNS THE STATEMENT AGREEING TO COMPLY WITH THE POLICY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR THE ORGANIZATION USED A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL OF THE BOARD OF SUCH CONTRACT. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED LOSSES ON INVESTMENTS -1,455,081 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA VALLEY LANDS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 EAST AMERICAN BOULEVARD | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204162476 | EIN |
| Primary Activities | HOLD PROP. | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType |
|---|
| MINNESOTA VALLEY LANDS INC |
| B |
| MINNESOTA VALLEY LANDS INC |
| K |
| MINNESOTA VALLEY LANDS INC |
| N |
| MINNESOTA VALLEY LANDS INC |
| Q |
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