MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC

EIN: 411982575 501(c)(3) Animal-Related

BLOOMINGTON, MN

Total Revenue
$4,072,082
Total Expenses
$2,887,115
Total Assets
$42,651,962
Net Assets
$42,246,148
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
MN
Principal Officer
JOHN WOLF
Phone
9522070247
Tax Period
2024-01-01 to 2024-12-31

MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC, founded in 2000, is a community nonprofit in the Animal-Related sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 29% operating margin.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $2,286,194 Revenue: $-109,701

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,237,570
Program Service Revenue $14,000
Investment Income $1,820,437
Other Revenue $75
TOTAL REVENUE $4,072,082

Expense Breakdown

Grants Paid $1,321,549
Salaries & Benefits $1,077,057
Fundraising Expenses $5,776
Program Expenses $2,286,194
Other Expenses $488,509
TOTAL EXPENSES $2,887,115

Year-over-Year Comparison

2024 2023 Change
Revenue $4,072,082 $1,745,673 +1.3%
Expenses $2,887,115 $2,337,395 +0.2%
Net Income $1,184,967 $-591,722 -3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
20
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$8,169
Total Directors
6
$7,810
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES ISCHE DIRECTOR 1.00
Director
$1,650 $0 $1,650
JOHN WOLF PRESIDENT 2.00
Officer Director
$1,265 $0 $1,265
LOIS NORRGARD TREASURER 2.00
Officer Director
$1,045 $0 $1,045
PAIGE WINEBARGER DIRECTOR 1.00
Director
$1,760 $0 $1,760
KARI ANDERSON DIRECTOR 1.00
Director
$1,265 $0 $1,265
THIA XIONG DIRECTOR 1.00
Director
$825 $0 $825
NEAL FEEKEN EXECUTIVE DIRECTOR 40.00
Officer
$5,385 $474 $5,859
DEBORAH LOON STUMBRAS FORMER EXECUTIVE DIRECTOR 32.00
$160,168 $19,683 $179,851
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,072,082 $2,887,115 $42,651,962 $1,184,967
2023 $1,745,673 $2,337,395 $40,303,615 $-591,722
2022 $544,684 $4,028,018 $38,362,804 $-3,483,334
2021 $2,940,145 $1,487,386 $46,374,180 $1,452,759
2020 $20,807,275 $2,476,951 $44,215,661 $18,330,324
2019 $2,095,480 $1,334,391 $25,435,478 $761,089
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