2026-08-17T09:02:01-05:00 2025-12-31 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2025-01-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 9522070247 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 JAMES ISCHE CURRENT PRESIDENT 9522070247 2026-07-13 1 TONYA J SHELDON P01270696 6512276695 2026-07-13 2025 2025-03-06 01:10:19Z JAMES ISCHE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 14743819 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 6 0 0 2237570 1258037 14000 0 1820437 1328276 75 118 4072082 2586431 1321549 2314840 0 0 1077057 1059519 0 0 6732 488509 333911 2887115 3708270 1184967 -1121839 42651962 44204777 405814 194274 42246148 44010503 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 3134739 2314840 -28405 2025 STATEMENT OF PROGRAM ACCOMPLISHMENTS: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 2025, MVT ACQUIRED 1 PARCEL TOTALING 59 ACRES AS AN EVENTUAL ADDITION TO THE MN VALLEY NATIONAL WILDLIFE REFUGE. THE ACQUIRED PARCEL ADDS TO AN EXISTING HABITAT COMPLEX IN THE ST. LAWRENCE UNIT OF THE REFUGE. MVT FURTHER COMPLETED THE TRANSFER OF TWO PARCELS CONSISTING OF 117.3 ACRES IN TOTAL TO THE REFUGE AND AN ADDITIONAL TWO PARCELS TOTALING 277.4 ACRES 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 593 ACRES ACROSS 11 PROJECT SITES ON THE REFUGE COMPLEX AND AN ADDITIONAL 621 ACRES ON OTHER FISH & WILDLIFE SERVICE LANDS IN OTHER PROJECT STATIONS. CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK OVER 170 ACRES AT 4 SITES THROUGHOUT THE REFUGE COMPLEX. COMPLETED A 0.8-MILE-LONG TROUT STREAM RESTORATION ON IKE'S CREEK IN THE LONG MEADOW LAKE UNIT OF THE REFUGE. LOCATED ACROSS THE STREET FROM THE MALL OF AMERICA IKE'S CREEK IS THE ONLY KNOWN TROUT STREAM IN HENNEPIN COUNTY AND HARBORS A GENETICALLY DISTINCT POPULATION OF NATIVE BROOK TROUT. THE RESTORATION PROVIDES IMPROVED HABITAT CONDITIONS AND WILL HELP ENSURE THE SUSTAINABILITY OF THIS UNIQUE POPULATION.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. FUNDED ONE REFUGE MAINTENANCE POSITION. COMPLETED THE DONATION 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. PROVIDED FINANCIAL SUPPORT FOR A TEMPORARY FACILITIES MANAGER TO OPERATE AND MAINTAIN THE BLOOMINGTON EVC.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 FOUR 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. PROVIDED PARTIAL FINANCIAL SUPPORT FOR A USFWS EMPLOYED COMMUNITY ENGAGEMENT MANAGER TO STRENGTHEN REFUGE PARTNERSHIPS AND FOSTER NEW COMMUNITY CONNECTIONS THAT BUILD THE REFUGE AS A COMMUNITY ASSET.5. MVT LEVERAGED ITS ASSETS. RECEIVED $1,254,158 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 2025 MINNESOTA LEGISLATURE IN THE AMOUNT OF $1,000,000 AS RECOMMENDED BY THE LESSARD-SAMS OUTDOOR HERITAGE COUNCIL FOR METRO BIG RIVERS PHASE 15. THE GRANT WILL BE PAID ON A REIMBURSEMENT BASIS FOR STRATEGIC LAND ACQUISITION FOR THE REFUGE COMPLEX. 3134739 1 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 8 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 0 0 0 JOHN WOLF PRESIDENT 2.00 X X 0 0 0 LOIS NORRGARD TREASURER 2.00 X X 0 0 0 PAIGE WINEBARGER DIRECTOR 1.00 X 0 0 0 KARI ANDERSON DIRECTOR 1.00 X 0 0 0 THIA XIONG DIRECTOR 1.00 X 0 0 0 NEAL FEEKEN EXECUTIVE DIRECTOR 40.00 X 140000 0 7670 DEBORAH LOON STUMBRAS FORMER EXECUTIVE DIRECTOR 32.00 X 53208 0 2468 193208 0 10138 1 0 0 0 0 1254158 3879 1258037 630889 630889 12444775 410000 11718865 438523 725910 -28523 697387 -28523 725910 MISCELLANEOUS INCOME 900099 118 118 118 2586431 -28405 0 1356799 2314840 2314840 203346 56862 142342 4142 714606 567843 144747 2016 24111 10850 13261 48310 47969 96 245 69146 47281 21583 282 180113 180113 25111 25111 19782 12017 7765 17465 212 17253 7202 5900 1255 47 19110 9082 10028 REAL ESTATE TAXES/ASSES 61883 61883 BOARD PER DIEM 3245 3245 3708270 3134739 566799 6732 203843 197642 487014 209779 99672 71699 7775 1645 25155407 28105521 16698251 15618491 42651962 44204777 405814 194274 405814 194274 X 27601489 30093443 14644659 13917060 42246148 44010503 42651962 44204777 -1121839 2886194 0 X X 0 1 X 1 0 X 477747 623449 870861 2237570 1258037 5467664 477747 623449 870861 2237570 1258037 5467664 5467664 615569 582460 611198 627173 630889 3067289 35585 1000 75 118 36778 8571731 0.63790 0.87700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PROPERTY HELD TO CONVEY TO USFWS 15618491 15618491 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 144948 VISITOR CENTER OPERATIONS US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 429994 REFUGE STAFFING US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 631386 HABITAT RESTORATION MN VALLEY REFUGE FRIENDS INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 208644416 501 (C)(3) 0 37500 STAFFING AND STUDENT TRANSPORTATION US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 1054471 LAND AND LAND IMPROVEMENTS US FISH AND WILDLIFE SERVICE 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 530201504 0 14991 STAFF TRAINING AND PUBLIC WIRELESS NETWORK 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. 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. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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