2025-07-17T13:18:53-05:00 2024-12-31 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2024-01-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 9522070247 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 JOHN WOLF CURRENT PRESIDENT 9522070247 2025-07-09 1 0 TONYA J SHELDON P01270696 6512276695 2025-07-09 2024 2025-03-06 01:10:19Z JOHN WOLF 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 16027482 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 20 5 0 0 870861 2237570 42223 14000 831589 1820437 1000 75 1745673 4072082 1071526 1321549 0 0 943658 1077057 0 0 5776 322211 488509 2337395 2887115 -591722 1184967 40303615 42651962 208442 405814 40095173 42246148 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 2286194 1321549 -109701 2024 STATEMENT OF PROGRAM ACCOMPLISHMENTSIN KEEPING WITH ITS STRATEGIC FRAMEWORK 2019-2024, THE MINNESOTA VALLEY TRUST (MVT) HAD THE FOLLOWING PROGRAM ACCOMPLISHMENTS IN 2024:1. 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 2024, MVT ACQUIRED 2 PARCELS TOTALING 14.26 ACRES AS EVENTUAL ADDITIONS TO THE MN VALLEY NATIONAL WILDLIFE REFUGE. THE ACQUIRED PARCELS SERVE AS CRITICAL AND IMPROVED PUBLIC ACCESS POINTS TO THE REFUGE. MVT ALSO ACQUIRED 277.2 ACRES ACROSS TWO PARCELS TO EXPAND THE PAULEY WATERFOWL PRODUCTION AREA IN BLUE EARTH COUNTY. MVT FURTHER COMPLETED THE TRANSFER OF TWO PARCELS CONSISTING OF 242 ACRES IN TOTAL TO THE MN VALLEY WETLAND MANAGEMENT DISTRICT.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 241 ACRES ACROSS 19 PROJECT SITES ON THE REFUGE COMPLEX. CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK OVER ANOTHER 231 ACRES AT 11 SITES THROUGHOUT THE REFUGE COMPLEX, INCLUDING 4 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. FUNDED AND CONTRACTED FOR THE CONSTRUCTION OF AN APPROXIMATELY 2,200 SQUARE FOOT MANUFACTURED HOME AT THE RAPIDS LAKE EVC. THE HOME SERVES AS HOUSING FOR FIRE PROGRAM APPRENTICES AND OTHER PERSONNEL TEMPORARILY ASSIGNED TO THE REFUGE. 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.2 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 $2,234,725 IN GRANT PAYMENTS ON A REIMBURSEMENT BASIS FROM THE STATE OF MINNESOTA AND U.S.DEPARTMENT OF INTERIOR FOR PROGRAM ACTIVITIES AND LAND ACQUISITIONS COMPLETED AS PER GRANT AGREEMENTS. WAS AWARDED A GRANT BY THE 2024 MINNESOTA LEGISLATURE IN THE AMOUNT OF $1,250,000 AS RECOMMENDED BY THE LESSARD-SAMS OUTDOOR HERITAGE COUNCIL FOR METRO BIG RIVERS PHASE 14. THE GRANT WILL BE PAID ON A REIMBURSEMENT BASIS FOR STRATEGIC LAND ACQUISITION FOR THE REFUGE COMPLEX. WAS AWARDED A GRANT BY THE 2024 MINNESOTA LEGISLATURE IN THE AMOUNT OF $793,000 FROM THE ENVIRONMENT AND NATURAL RESOURCES TRUST FUND AS RECOMMENDED BY THE MN LEGISLATIVE CITIZENS COMMISSION ON MINNESOTA'S RESOURCES FOR THE CONTINUATION OF THE "MENTORING THE NEXT GENERATION OF CONSERVATION PROFESSIONALS" PROGRAM. WAS AWARDED A GRANT BY THE MN DNR CONSERVATION PARTNERS LEGACY PROGRAM IN THE AMOUNT OF $400,000 FOR PHASE 3 OF THE HABITAT ENHANCEMENT IN THE MN RIVER VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT PROGRAM. 2286194 1 1 0 1 0 0 0 0 0 0 0 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 12 0 20 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 9522070247 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 JAMES ISCHE DIRECTOR 1.00 X 1650 0 0 JOHN WOLF PRESIDENT 2.00 X X 1265 0 0 LOIS NORRGARD TREASURER 2.00 X X 1045 0 0 PAIGE WINEBARGER DIRECTOR 1.00 X 1760 0 0 KARI ANDERSON DIRECTOR 1.00 X 1265 0 0 THIA XIONG DIRECTOR 1.00 X 825 0 0 NEAL FEEKEN EXECUTIVE DIRECTOR 40.00 X 5385 0 474 DEBORAH LOON STUMBRAS FORMER EXECUTIVE DIRECTOR 32.00 X 160168 0 19683 173363 0 20157 1 1 1 0 0 2234726 2844 2237570 RENTAL INCOME 532000 14000 14000 14000 613173 613173 11828664 1334000 10497624 1457776 1331040 -123776 1207264 -123776 1331040 MISCELLANEOUS INCOME 900099 75 75 75 4072082 -109701 0 1944213 1321549 1321549 185710 70018 111426 4266 757648 625530 131424 694 19210 17377 1715 118 46077 40327 5461 289 68412 50925 17146 341 181814 181814 113059 3500 109559 10153 4133 6020 6908 6908 15729 13601 2060 68 17047 3244 13803 REAL ESTATE TAXES/ASSES 80022 80022 REAL ESTATE COMMISSION 55968 55968 BOARD PER DIEM 7809 7809 2887115 2286194 595145 5776 14557 203843 355802 487014 67984 99672 393 7775 0 0 24839866 25155407 15025013 16698251 40303615 42651962 208442 405814 208442 405814 X 25820775 27601489 14274398 14644659 40095173 42246148 40303615 42651962 1184967 966008 0 X 0 1 X 1 0 X 17255804 477747 623449 870861 2237570 21465431 17255804 477747 623449 870861 2237570 21465431 21465431 538453 615569 582460 611198 627173 2974853 35585 1000 75 36660 24476944 0.87700 0.86830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 25000 0 0 0 25000 0 0 PROPERTY HELD TO CONVEY TO USFWS 16698251 16698251 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 0 121327 VISITOR CENTER OPERATIONS US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 362589 REFUGE STAFFING US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 603574 HABITAT RESTORATION MN VALLEY REFUGE FRIENDS INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 208644416 501 (C)(3) 0 12500 FRIENDS STAFFING US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 192162 PURCHASED AND FURNISHED PREFABRICATED HOME 2 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 FORMER EXECUTIVE DIRECTOR 160168 0 0 0 0 0 0 0 0 19683 160168 19683 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 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC