Civic Intelligence

Monarch Joint Venture

EIN 83-1343107 • 501(c)3 • St Paul, MN

Profile

To protect monarchs and their migration by collaborating with partners to deliver habitat conservation, education, and science across the United States.

2233 University Ave W 426St Paul, MN 55114

www.monarchjointventure.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

71%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,951,217

Up $1,222,623 (+71%) from 2023

Liabilities

Up

$218,824

Up $70,461 (+47%) from 2023

Net Assets

Up

$2,732,393

Up $1,152,162 (+73%) from 2023

Revenue

Up

$4,139,452

Up $1,093,827 (+36%) from 2023

Expenses

Up

$3,020,813

Up $877,476 (+41%) from 2023

Net Income

Up

$1,118,639

Up $216,351 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $28,833Liabilities 2018: $02018Assets 2019: $341,588Liabilities 2019: $15,393Net Assets 2019: $326,1952019Assets 2020: $373,836Liabilities 2020: $7,076Net Assets 2020: $366,7602020Assets 2021: $601,210Liabilities 2021: $35,394Net Assets 2021: $565,8162021Assets 2022: $766,413Liabilities 2022: $105,111Net Assets 2022: $661,3022022Assets 2023: $1,728,594Liabilities 2023: $148,363Net Assets 2023: $1,580,2312023Assets 2024: $2,951,217Liabilities 2024: $218,824Net Assets 2024: $2,732,3932024

Highlighted filing

2024

Assets$2,951,217
Liabilities$218,824
Net Assets$2,732,393

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2018: $36,388Expenses 2018: $7,555Net Income 2018: $28,8332018Revenue 2019: $873,457Expenses 2019: $576,095Net Income 2019: $297,3622019Revenue 2020: $995,150Expenses 2020: $954,585Net Income 2020: $40,5652020Revenue 2021: $1,400,668Expenses 2021: $1,201,612Net Income 2021: $199,0562021Revenue 2022: $1,728,257Expenses 2022: $1,632,771Net Income 2022: $95,4862022Revenue 2023: $3,045,625Expenses 2023: $2,143,337Net Income 2023: $902,2882023Revenue 2024: $4,139,452Expenses 2024: $3,020,813Net Income 2024: $1,118,6392024

Highlighted filing

2024

Revenue$4,139,452
Expenses$3,020,813
Net Income$1,118,639

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 11, 2025
Return Version
2024v5.1
Gross Receipts
$4,139,452
Mission and Program Overview

Mission

Our mission is to protect monarchs and their migration by collaborating with partners to deliver habitat conservation, education, and science across the united states.

To protect monarchs and their migration by collaborating with partners to deliver habitat conservation, education, and science across the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$371,496$1,069,106▲ $697,610
Pledges and Grants Receivable$368,413$408,730▲ $40,317
Accounts Receivable$46,628$368,778▲ $322,150
Cash and Non-Interest-Bearing Accounts$240,644$304,139▲ $63,495
Savings and Temporary Cash Investments$89,624$158,245▲ $68,621
Prepaid Expenses and Deferred Charges$13,589$34,471▲ $20,882
Inventories for Sale or Use$27,698$32,679▲ $4,981
Total Assets$1,728,594$2,951,217▲ $1,222,623
Other Assets Total$570,502$575,069▲ $4,567
Liabilities
Accounts Payable and Accrued Expenses$84,441$169,529▲ $85,088
Deferred Revenue$17,000$38,275▲ $21,275
Other Liabilities$46,922$11,020▼ $35,902
Total Liabilities$148,363$218,824▲ $70,461
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,422,148$2,432,758▲ $1,010,610
Net Assets With Donor Restrictions$158,083$299,635▲ $141,552
Total Net Assets Fund Balance$1,580,231$2,732,393▲ $1,152,162
Total Liabilities and Net Assets / Fund Balance$1,728,594$2,951,217▲ $1,222,623

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$339,481$55,093$394,574
Land$366,400-$366,400
Buildings$303,771$12,329$316,100
Equipment$59,454$55,815$115,269
Other Assets Org$13,394--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$158,083$311,104-$169,552$299,635
2023$147,632$296,692-$286,241$158,083
2022$44,569$179,414-$76,351$147,632
2021$58,657$60,000-$74,088$44,569
2020-$58,657--$58,657
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy CaldwellExecutive DirectorFT$85,607$49,824$135,431

Board Members and Trustees

NameTitle
Thelma RedickBoard Chair
Alejandra MedinaDirector
Ann HobbieDirector
Caleb WerthDirector
Court WhelanDirector
Craig CzarneckiDirector
Doug CameronDirector
Elizabeth LebowDirector
Jennifer LammersDirector
Kari Warberg BlockDirector
Sandy LawDirector
Sheila Williams RidgeDirector
Liz GoehringSecretary
Jan SharpTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Simple Business Automation LLCData Management Services3560 40TH ST SW, Waverly, MN 55390$131,734
Revenue and Support

Revenue Composition

Contributions and Grants
$3,927,706
Program Service Revenue
$185,533
Investment Income
$12,163
Other Revenue
$14,050
All Other Contributions
$605,669
Change in Net Assets
$1,118,639

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial2$678,000Fair Market Value
Total Noncash Contributions2$678,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,139,452
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,523
Total Revenue per Audited Statements
$4,172,975
Total Revenue per Form 990
$4,139,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,599,301
Other Expenses$1,104,193
Grants and Similar Amounts Paid$317,319
Total Fundraising Expense$156,617
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$971,281$125,181$69,117$1,165,579
Grants to Domestic Orgs$317,319--$317,319
Other Employee Benefits$157,978$29,252$12,386$199,616
Current Officers, Directors, Trustees, and Key Employees$65,007$52,818$17,606$135,431
Travel$125,423$108$1,690$127,221
Payroll Taxes$78,611$13,491$6,573$98,675
Fees for Services Accounting-$95,812-$95,812
All Other Expenses$41,900$35,741$2,551$80,192
Depreciation Depletion$7,633$69,809$78$77,520
Information Technology$12,494$28,876$7,709$49,079
Other Expenses$43,497$920$1,575$43,497
Occupancy$19,988$18,115$851$38,954
Office Expenses$17,228$9,402$3,323$29,953
Conferences and Meetings$24,061-$51$24,112
Insurance$1,725$20,384$110$22,219
Advertising$6,597$1,044$1,223$8,864
Fees for Services Legal$598--$598
Total Functional Expenses$2,302,268$561,928$156,617$3,020,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,020,813
Total Expenses per Audited Statements$3,020,813
Total Expenses per Form 990$3,020,813
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bee and Butterfly Habitat FundJamestown, ND501(c)(3)Partner Program Grant$0
Cibolo Center for ConservationBoerne, TX501(c)(3)Partner Program Grant$0
Desert Botanical GardenPhoenix, AZ501(c)(3)Partner Program Grant$0
Earth Discovery InstituteEl Cajon, CA501(c)(3)Partner Program Grant$0
Metro BloomsMinneapolis, MN501(c)(3)Partner Program Grant$0
Native Plant Society of TexasFredericksburg, TX501(c)(3)Partner Program Grant$0
Polllinator PartnershipSan Francisco, CA501(c)(3)Partner Program Grant$0
Sand County FoundationMadison, WI501(c)(3)Partner Program Grant$0
Southwest Monarch StudyChandler, AZ501(c)(3)Partner Program Grant$0
University of Illinois ChicagoChicago, IL501(c)(3)Partner Program Grant$0
Wild OnesNeenah, WI501(c)(3)Partner Program Grant$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$11,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return is provided to all board members for review before filing.

Form 990, Part VI, Section B, Line 12C

A formal request is issued annually during the annual meeting for everyone involved with the organization to evaluate the potential for a conflict of interest. If it is determined there is a potential conflict, the individual is required to fill out a form detailing the potential conflict. In addition, board members are expected to disclose a onflict of interest that appears at any time during the year, and not just annually.

Form 990, Part VI, Section B, Line 15

The board approves the executive director's compensation. The amount is based on research of appropriate compensation level based on other similar nonprofit executive director salaries.

Form 990, Part VI, Section C, Line 19

Governing documents are available to the public upon request.

Form 990, Part VI, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Monarch Joint Venture
EIN
83-1343107
Phone
6512227631
Address
2233 UNIVERSITY AVE W 426, ST PAUL, MN 55114

Signing Officer

Name
Wendy Caldwell
Title
Executive Director
Phone
6512227631
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Caldwell
Formed
2018
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
36
Volunteers
14

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew E Young CPA
Phone
7035351200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process was not changed from prior year.

Form 990, Part III, 4A Program Accomplishments

As a leader in monarch and pollinator conservation, the mjv supports monarch conservation planning and implementation efforts on a broad scale by facilitating information sharing, partnership building, and carrying out identified conservation priorities. Some of our primary activities and accomplishments include convening a national network meeting annually, drawing over 200 professionals from across the country to learn, network, and advance conservation priorities and cross-sector collaboration. Throughout the year, we facilitate partnership through online tools, working groups, and regional meet-ups. We provide clear, concise, and vetted information and presentations to ensure our network and followers receive science-informed guidance. When funds are available, we support our network of partners with funds to advance goals within the monarch conservation implementation framework. To advance our conservation goals, our program team works directly with land managers across land use sectors (agriculture, energy and transportation, corporate, public, residential), our education team works with educational institutions and directly with educators and students to apply our curriculum and other courses, and our science team administers and applies three national science protocols to advance our understanding of monarchs and their habitats. To reach our nation's ambitious monarch and habitat targets, commitments from diverse stakeholders are required. The mjv works to recruit, educate, engage, and inspire to action a broad spectrum of individuals and entities nationwide.

Financial Statement Notes

PART X, LINE 2:

In accounting for uncertainty in income taxes, accounting standards require an entity to recognize the financial statement impact of a tax position when it is more-likely-than-not that the position will not be sustained upon examination. Management has evaluated the organization's tax positions and concluded no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance were taken.

Raw XML AppendixShowing 400 of 719 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE MONARCH JOINT VENTURE IS A NONPROFIT ORGANIZATION THAT FACILITATES A NATIONAL PARTNERSHIP OF FEDERAL AND STATE AGENCIES, OTHER NONPROFITS, COMMUNITY GROUPS, BUSINESSES, AND ACADEMIC PROGRAMS WORKING TOGETHER TO CONSERVE MONARCH BUTTERFLIES, OTHER POLLINATORS, AND THE HABITAT THAT SUSTAINS THEM. SINCE 2008, THE MJV HAS BROUGHT A NETWORK OF COLLABORATORS TOGETHER FROM ACROSS THE UNITED STATES TO ADVANCE THESE SCIENCE-BASED CONSERVATION, EDUCATION, SCIENTIFIC, AND COLLABORATIVE GOALS. THESE ACTIONS ARE ORGANIZED IN A REGULARLY UPDATED MONARCH CONSERVATION IMPLEMENTATION FRAMEWORK, WHICH SERVES A GUIDE TO CONSERVATION PLANNING FOR INDIVIDUALS, PARTNERS, AND OTHER INTERESTED PARTIES NATIONALLY.
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