2024-08-07T16:41:27-05:00 2023-12-31 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2023-01-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 JOHN WOLF CURRENT PRESIDENT 6128011935 2024-07-25 1 1 TONYA J SHELDON P01270696 6512276695 2024-07-25 2023 2024-08-08 14:25:15Z JOHN WOLF 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 9019730 0 X WWW.MNVALLEYTRUST.ORG X 2000 MN THE ORGANIZATION'S MISSION IS 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. 6 6 19 5 0 0 623449 870861 12577 42223 -126927 831589 35585 1000 544684 1745673 2777307 1071526 0 0 878189 943658 0 0 11562 372522 322211 4028018 2337395 -3483334 -591722 38362804 40303615 382590 208442 37980214 40095173 X THE ORGANIZATION'S MISSION IS 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. 0 0 1845743 1071526 43223 IN KEEPING WITH ITS STRATEGIC FRAMEWORK 2019 2024, THE MINNESOTA VALLEY TRUST (MVT) HAD THE FOLLOWING PROGRAM ACCOMPLISHMENTS IN 2023:1. MVT INVESTED IN STRATEGIC LAND ACQUISITION FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE COMPLEX. MVT CONTINUED WORKING WITH LANDOWNERS ON ACQUISITION OF PARCELS TO EXPAND AND COMPLETE UNITS FOR THE REFUGE COMPLEX. IN 2023, MVT ACQUIRED 156 ACRES TO EXPAND THE PAULEY WATERFOWL PRODUCTION AREA IN BLUE EARTH COUNTY. THE PARCEL SUBSEQUENTLY WAS CONVEYED TO THE USFWS. 2. MVT INVESTED IN STRATEGIC HABITAT RESTORATION AND ENHANCEMENT ON THE REFUGE COMPLEX. EMPLOYED A FULL-TIME HABITAT BIOLOGIST TO DESIGN, PLAN AND MANAGE HABITAT RESTORATION AND ENHANCEMENT ON MVT LANDS, COORDINATE THE CONSERVATION CORPS MN-IA (CCMI) CREW, AND ASSIST WITH REFUGE PROJECTS. CONTRACTED FOR AND COORDINATED A CCMI CREW THAT CONDUCTED HABITAT ENHANCEMENT ACTIVITIES OVER 593 ACRES AT 15 PROJECT SITES ON THE REFUGE COMPLEX. THE CREW ALSO PARTICIPATED IN USFWS PRESCRIBED BURNS OVER 427 ACRES AT 2 SITES. CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK OVER ANOTHER 846 ACRES AT 13 SITES THROUGHOUT THE REFUGE COMPLEX, INCLUDING 5 PARCELS RECENTLY ACQUIRED BY MVT.3. MVT SUPPORTED SPECIAL PROJECTS AND INVESTMENTS TO PROVIDE A POSITIVE, INSPIRING EXPERIENCE ON THE REFUGE FOR A DIVERSITY OF VISITORS. FUNDED THE OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER (EVC) AND INTERN BUNKHOUSE. PROVIDED PUBLIC WI-FI AT THE BLOOMINGTON EVC. FUNDED ONE REFUGE MAINTENANCE POSITION. EMPLOYED A GIS SPECIALIST & PROJECT MANAGER TO DEVELOP AND MAINTAIN A GEODATABASE AND TRAIL MAINTENANCE DASHBOARD FOR THE REFUGE, PRODUCE HIGH-QUALITY REFUGE MAPS FOR VISITOR AND STAFF USE, COORDINATE ALL WORK RELATED TO CONVEYING LANDS TO THE USFWS AND MANAGE IT FOR THE REFUGE. 4. MVT INVESTED IN CONNECTING MORE PEOPLE AND A DIVERSITY OF PEOPLE WITH THE REFUGE. PROVIDED FINANCIAL AND OTHER SUPPORT TO THE MINNESOTA VALLEY REFUGE FRIENDS. FUNDED THREE PARK RANGER POSITIONS IN VISITOR SERVICES ON THE REFUGE. EMPLOYED FOUR ENVIRONMENTAL EDUCATION TEACHING INTERNS IN FULL-TIME ONE-YEAR POSITIONS TO DEVELOP AND DELIVER CONTENT TO STUDENTS, FAMILIES AND VISITORS ON THE REFUGE, AT PARTNER SCHOOLS AND IN THE COMMUNITY. EMPLOYED THREE APPRENTICES IN FULL-TIME TWO-YEAR POSITIONS TO SERVE ON THE REFUGE TEAMS IN CONSERVATION BIOLOGY, COMMUNITY OUTREACH AND VISITOR SERVICES. EMPLOYED A FULL-TIME INTERNSHIP COORDINATOR TO ASSIST WITH RECRUITMENT AND SUPPORT OF THE MVT FULL-TIME INTERNS AND APPRENTICES ON THE REFUGE, AS WELL AS TO LEAD THE REFUGE'S HIGH SCHOOL INTERNSHIP PROGRAM. EMPLOYED A FULL-TIME COMMUNITY ENGAGEMENT MANAGER TO STRENGTHEN REFUGE PARTNERSHIPS, FOSTER NEW COMMUNITY CONNECTIONS THAT BUILD THE REFUGE AS A COMMUNITY ASSET, AND BUILD THE CULTURAL COMPETENCY OF REFUGE STAFF TO PROVIDE CULTURALLY-INCLUSIVE, MEANINGFUL AND RELEVANT EXPERIENCES TO AUDIENCES TYPICALLY UNDER-REPRESENTED IN THE OUTDOORS AND AT REFUGE ACTIVITIES AND EVENTS.5. MVT LEVERAGED ITS ASSETS. RECEIVED $842,806 IN GRANT PAYMENTS ON A REIMBURSEMENT BASIS FROM THE STATE OF MINNESOTA AND US DEPARTMENT OF INTERIOR FOR PROGRAM ACTIVITIES COMPLETED AS PER GRANT AGREEMENTS. WAS AWARDED A GRANT BY THE 2023 MINNESOTA LEGISLATURE IN THE AMOUNT OF $700,000, AS RECOMMENDED BY THE LESSARD-SAMS OUTDOOR HERITAGE COUNCIL FOR METRO BIG RIVERS PHASE 13. THE GRANT WILL BE PAID ON A REIMBURSEMENT BASIS FOR STRATEGIC LAND ACQUISITION FOR THE REFUGE COMPLEX. 1845743 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X MARY BREN 6516880333 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 JAMES ISCHE DIRECTOR 1.00 X 770 0 0 JOHN WOLF PRESIDENT 2.00 X X 770 0 0 CYNTHIA OSMUNDSON DIRECTOR - RESIGNED 01/31/2023 1.00 X 0 0 0 LOIS NORRGARD TREASURER 2.00 X X 605 0 0 PAIGE WINEBARGER DIRECTOR 1.00 X 0 0 0 KARI ANDERSON DIRECTOR - STARTED 11/01/2023 1.00 X 0 0 0 THIA XIONG DIRECTOR - STARTED 11/01/2023 1.00 X 0 0 0 DEBORAH LOON STUMBRAS EXECUTIVE DIRECTOR 32.00 X 156330 0 18425 158475 0 18425 1 0 1 0 0 842806 28055 870861 RENTAL INCOME 532000 42223 42223 42223 568975 568975 6461671 1075000 5995092 1278965 466579 -203965 262614 262614 MISCELLANEOUS INCOME 900099 1000 1000 1000 1745673 43223 0 831589 1071526 1071526 174755 65636 104853 4266 649112 529717 113182 6213 59677 45048 14377 252 60114 44025 15316 773 174007 174007 43089 3914 39175 14993 8865 6097 31 8853 5160 3666 27 564 564 15822 9430 6392 REAL ESTATE TAXES/ASSES 61858 61858 BOARD PER DIEM 3025 3025 2337395 1845743 480090 11562 1306571 14557 255354 356860 53884 66926 4265 393 8016 8016 564 0 21674395 24839866 15067771 15025013 38362804 40303615 382590 208442 382590 208442 X 23662523 25820775 14317691 14274398 37980214 40095173 38362804 40303615 -591722 2706681 0 X 0 1 X 1 0 X 133175 17255804 477747 623449 870861 19361036 133175 17255804 477747 623449 870861 19361036 19361036 553030 538453 615569 582460 611198 2900710 35585 1000 36585 22298331 0.86830 0.88040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 5000 0 0 0 5000 0 8016 8016 0 0 PROPERTY HELD TO CONVEY TO USFWS 15025013 15025013 X PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS. THE TAX RETURN FOR THE PAST THREE YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. 1 US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 84948 0 VISITOR CENTER OPERATIONS US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 288072 0 REFUGE STAFFING US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 495253 0 HABITAT RESTORATION US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 168613 COST LAND IMPROVEMENTS PERPETUAL MANAGEMENT FOR CONSERVATION AND PUBLIC USE MN VALLEY REFUGE FRIENDS INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 208644416 501 (C)(3) 12500 0 FRIENDS STAFFING MINNESOTA DEPARTMENT OF NATURAL RESOURCES 500 LAFAYETTE ROAD SAINT PAUL MN 55155 416007162 17140 0 HABITAT RESTORATION 3 0 PART I, LINE 2: GRANTS TO USFWS - A MONTHLY ITEMIZED 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. MINNESOTA VALLEY TRUST WORKS WITH USFWS STAFF TO DESIGN AND COMPLETE THE HABITAT RESTORATION ACTIVITIES. THE TRUST EXECUTIVE DIRECTOR RECEIVES REGULAR REPORTS FROM PERSONNEL MANAGING THE RESTORATION PROJECTS. THE TRUST BOARD RECEIVES MONTHLY REPORTS ON ALL HABITAT RESTORATION ACTIVITIES. THE MINNESOTA VALLEY TRUST EXECUTIVE DIRECTOR COMPLETES LAND ACQUISITION OF PROEPRTY IDENTIFIED AND APPROVED BY THE USFWS. ALL ACQUISITIONS AND LAND IMPROVEMENTS ARE ALSO APPROVED BY THE TRUST BOARD OF DIRECTORS. THE TRUST BOARD AND REFUGE MANAGER RECEIVE MONTHLY REPORTS FROM THE TRUST EXECUTIVE DIRECTOR ON ACQUISITION PROJECTS. GRANTS TO MINNESOTA VALLEY REFUGE FRIENDS, INC. - THE MINNESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDS, INC. AND THE USFWS ON ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. GRANT TO MINNESOTA DEPARTMENT OF NATURAL RESOURCES - THE MINESOTA VALLEY TRUST BOARD OF DIRECTORS RECEIVES MONTHLY REPORTS ON THE PROGRESS OF THE RESTORATION PROJECT ON THE DNR - OWNED LAND UNDER REFUGE MANAGEMENT. 0 0 0 0 0 0 0 0 0 DEBORAH LOON STUMBRAS EXECUTIVE DIRECTOR 156330 0 0 0 0 0 0 0 18425 0 174755 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 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, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY FILE A 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 AND ASKED TO DECLARE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE BY MAIL OR EMAIL UPON REQUEST. MINNESOTA VALLEY LANDS LLC 3815 AMERICAN BOULEVARD EAST BLOOMINGTON MN 55425 881947598 ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE TRUST MN 0 0 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC