Civic Intelligence

Monarch Butterfly Fund

990EZ • Fiscal year 2021 • EIN 94-3299134

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 23, 2022

4038 Cherokee DrMadison, WI 53711-3059

(651) 239-7542

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$114,447

Flat from 2021

Net Assets

Flat

$114,447

Flat from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$128,601

Flat from 2021

Expenses

Flat

$94,463

Flat from 2021

Net Income

Flat

$34,138

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $130,141Net Assets 2010: $130,1412010Assets 2011: $166,320Liabilities 2011: $02011Assets 2012: $112,467Liabilities 2012: $02012Assets 2013: $163,400Liabilities 2013: $02013Assets 2014: $65,369Liabilities 2014: $02014Assets 2015: $54,414Liabilities 2015: $02015Assets 2016: $83,076Liabilities 2016: $02016Assets 2017: $80,756Liabilities 2017: $02017Assets 2018: $102,368Liabilities 2018: $02018Assets 2019: $77,375Liabilities 2019: $02019Assets 2020: $80,309Liabilities 2020: $02020Assets 2021: $114,447Net Assets 2021: $114,4472021Assets 2021: $114,447Net Assets 2021: $114,4472021Assets 2022: $120,480Net Assets 2022: $120,4802022Assets 2023: $92,121Net Assets 2023: $92,1212023Assets 2024: $97,139Net Assets 2024: $97,1392024Assets 2025: $111,371Net Assets 2025: $111,3712025

Highlighted filing

2021

Assets$114,447
Liabilities-
Net Assets$114,447

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $165,101Expenses 2010: $77,391Net Income 2010: $87,7102010Revenue 2011: $181,009Expenses 2011: $130,137Net Income 2011: $50,8722011Revenue 2012: $44,993Expenses 2012: $98,310Net Income 2012: -$53,3172012Revenue 2013: $96,870Expenses 2013: $71,921Net Income 2013: $24,9492013Revenue 2014: $32,331Expenses 2014: $130,360Net Income 2014: -$98,0292014Revenue 2015: $90,792Expenses 2015: $101,748Net Income 2015: -$10,9562015Revenue 2016: $135,023Expenses 2016: $106,361Net Income 2016: $28,6622016Revenue 2017: $94,411Expenses 2017: $96,731Net Income 2017: -$2,3202017Revenue 2018: $179,575Expenses 2018: $157,963Net Income 2018: $21,6122018Revenue 2019: $110,148Expenses 2019: $135,141Net Income 2019: -$24,9932019Revenue 2020: $98,106Expenses 2020: $95,172Net Income 2020: $2,9342020Revenue 2021: $128,601Expenses 2021: $94,463Net Income 2021: $34,1382021Revenue 2021: $128,601Expenses 2021: $94,463Net Income 2021: $34,1382021Revenue 2022: $110,116Expenses 2022: $104,003Net Income 2022: $6,1132022Revenue 2023: $110,357Expenses 2023: $138,716Net Income 2023: -$28,3592023Revenue 2024: $119,538Expenses 2024: $114,520Net Income 2024: $5,0182024Revenue 2025: $149,934Expenses 2025: $135,702Net Income 2025: $14,2322025

Highlighted filing

2021

Revenue$128,601
Expenses$94,463
Net Income$34,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 23, 2022
Return Version
2021v4.0
Gross Receipts
$128,601
Mission and Program Overview

Mission

The Monarch Butterfly Funds mission is to foster the conservation of North American monarch butterflies and their migration through habitat conservation research monitoring education and support for sustainable community development in and near monarch habitats in Mexico.

The Monarch Butterfly Fund's mission is to foster the conservation of North American monarch butterflies and their migration through habitat conservation research monitoring education and support for sustainable community development in and near monarch habitats in Mexico.

Program Services

DescriptionGrantsExpenses
The big bulk of our donations go to Alternare A.C. who carry out yearly reforestations with local communities in the monarch butterfly region. They also conduct workshops with communities on forest conservation organic farming among other things.$42,650$42,650
Aside from the three programs described above we support environmental education activities monitoring and outreach programs forest restoration and sustainable development projects. Additionally we established the Lincoln P. Brower Award which every year offers a $3,000 grant to support undergraduate or graduate students in research on the conservation of monarch butterflies and their habitats. We also publish a bi-annual newsletter informing all our donors of our activities.$12,017$12,017
As part of our forest conservation efforts we support assisted migration research which plants seedlings at different altitudes to plan ahead for future climate change.$8,720$8,720
We belong to the Monarch Network which consists of a group of NGOs that work in the monarch region and fund their website which includes an extensive data base a documentation center and a geographic information system.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen OberhauserTreasurerPT$0--
Donald DavisChairPT$0--
Gail MorrisVice-ChairPT$0--
Ernest WilliamsSecretaryPT$0--
Alfonso AlonsoMember-$0--
Maria Isabel RamirezMember-$0--
Ek del Val de GortariMember-$0--
Eli MorenoMember-$0--
Filing and Contact Details

Filer

Filer Name
Monarch Butterfly Fund
EIN
94-3299134
In Care Of
% Ernest Williams
Address
4038 CHEROKEE DR, MADISON, WI 53711-3059

Signing Officer

Name
Ernest H Williams
Title
Secretary
Signed
2022-02-23
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 10

|Activity: Grantee Name:, Grantee Address:, Amount:, Relationship:| General support for reforestation outreach and environmental conservation activities in Mexico, Alternare A.C."Caravaggio No.24 Colonia Nonoalco Mixcoac Delegacion Benito Juarez Ciudad de Mexico, 03700", $42650.00, None| Graduate student researching water quality in monarch butterfly sanctuaries recipient of Brower Award, Ana Edith Merlo Reyes,"Calle Tayacata 81 Edificio Ocumicho Fracc. Xangari. Morelia Michoacan Mexico 58089", $3000.00, None| Environmental education to schoolchildren in monarch butterfly sanctuaries in Mexico, Environmental Alliance of Georgia,"P.O.Box 801066 Acworth Georgia 30101", $2500.00, None| Development and maintenance of Monarch Network data base and website in Mexico, Colectividad Razonatura A.C."Luis G.Leon 68 Copilco El Alto Del.Coyoacan Ciudad de Mexico 014360 Mexico", $5000.00, None| Assisted migration research to compensate for global warming, Cuauhtemoc Saenz Romero, "Universidad Michoacana de San Nicolas de Hidalgo Km.9.5 Carretera Morelia-Zinapecuaro Tarimbaro Michoacan 58880 Mexico", $8720.00, None| Ecological restoration project in monarch butterfly area, FOCEN,"Fondo de Conservacion del Eje Neovolcanico A.C. Heroes Ferrocarrileros No.1 Zitacuaro Michoacan C.P. 61506 Mexico", $4000.00, None| Citizen Science to monitor western populations of monarch butterflies in Baja California, Terra Peninsular,"Calle Tercera 1282 Ensenada B.C. Mexico 22800", $2517.00, None|

Part I, line 16

| Other Expenses:, Amount:| Yearly insurance, $1327.00| Bank fees and service charges, $200.00| Registered Agent in CA InCorp Services Inc. fees, $99.00| Fees for CA taxes, $25.00| Website hosting and maintenance, $1000.00|

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0|Activity: Grantee Name:, Grantee Address:, Amount:, Relationship:| General support for reforestation outreach and environmental conservation activities in Mexico, Alternare A.C."Caravaggio No.24 Colonia Nonoalco Mixcoac Delegacion Benito Juarez Ciudad de Mexico, 03700", $42650.00, None| Graduate student researching water quality in monarch butterfly sanctuaries recipient of Brower Award, Ana Edith Merlo Reyes,"Calle Tayacata 81 Edificio Ocumicho Fracc. Xangari. Morelia Michoacan Mexico 58089", $3000.00, None| Environmental education to schoolchildren in monarch butterfly sanctuaries in Mexico, Environmental Alliance of Georgia,"P.O.Box 801066 Acworth Georgia 30101", $2500.00, None| Development and maintenance of Monarch Network data base and website in Mexico, Colectividad Razonatura A.C."Luis G.Leon 68 Copilco El Alto Del.Coyoacan Ciudad de Mexico 014360 Mexico", $5000.00, None| Assisted migration research to compensate for global warming, Cuauhtemoc Saenz Romero, "Universidad Michoacana de San Nicolas de Hidalgo Km.9.5 Carretera Morelia-Zinapecuaro Tarimbaro Michoacan 58880 Mexico", $8720.00, None| Ecological restoration project in monarch butterfly area, FOCEN,"Fondo de Conservacion del Eje Neovolcanico A.C. Heroes Ferrocarrileros No.1 Zitacuaro Michoacan C.P. 61506 Mexico", $4000.00, None| Citizen Science to monitor western populations of monarch butterflies in Baja California, Terra Peninsular,"Calle Tercera 1282 Ensenada B.C. Mexico 22800", $2517.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Yearly insurance, $1327.00| Bank fees and service charges, $200.00| Registered Agent in CA InCorp Services Inc. fees, $99.00| Fees for CA taxes, $25.00| Website hosting and maintenance, $1000.00|
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH BUTTERFLY FUND
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ReturnHeader/Filer/EIN0943299134
ReturnHeader/Filer/ForeignPhoneNum03156014270
ReturnHeader/Filer/InCareOfNm0% Ernest Williams
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ReturnHeader/Filer/USAddress/CityNm0MADISON
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ReturnHeader/ReturnTs02022-02-23T00:40:22-05:00
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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.50$1.36$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.20$1.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.10$1.39$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.10$1.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.29$0.94$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.29$0.94$0.34
2020Summary only. Only limited summary data is available for this year.$0.80$0.00$0.98$0.95$0.03
2019Summary only. Only limited summary data is available for this year.$0.77$0.00$1.10$1.35$0.25
2018Summary only. Only limited summary data is available for this year.$1.02$0.00$1.80$1.58$0.22
2017Summary only. Only limited summary data is available for this year.$0.81$0.00$0.94$0.97$0.02
2016Summary only. Only limited summary data is available for this year.$0.83$0.00$1.35$1.06$0.29
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.91$1.02$0.11
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.32$1.30$0.98
2013Summary only. Only limited summary data is available for this year.$1.63$0.00$0.97$0.72$0.25
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.45$0.98$0.53
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.81$1.30$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$1.65$0.77$0.88