Monarch Joint Venture FY2020 filing

Tax-deductible

Saint Paul, MN501(c)(3)Since 2018EducationEIN 83-1343107Revenue $995K in FY2020

On file with the IRSmonarchjointventure.org2233 University Ave W Ste 426, 55114-1629 · Saint Paul, MNTax-exempt since May 2019Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

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

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$67K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $525K a year · 21% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$67K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $48K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$995K
Spent
$955K
To programs
80%
Net assets
$367K
By yearFY2020–FY2025
Revenue
$995K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$995K
FY2021$1.4M
FY2022$1.7M
FY2023$3.0M
FY2024$4.1M
FY2025$4.0M
Expenses
$955K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$955K
FY2021$1.2M
FY2022$1.6M
FY2023$2.1M
FY2024$3.0M
FY2025$3.2M
Net assets
$367K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$367K
FY2021$566K
FY2022$661K
FY2023$1.6M
FY2024$2.7M
FY2025$3.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $764K Management & general 10% · $95K Fundraising 10% · $95K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

13 people listed on the 990; $67K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$66,006Pt VII · Sec A
$800Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Wendy Caldwell’s $92K as Executive Director is at the 26th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Wendy Caldwell$91,809$85,607$76,891$70,966$62,204$66,006
Mary Hedenstrom—————$800

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Monarch Joint Venture executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Conserves monarch butterfly habitat, educates the public, and supports science for their migration.

Questions for Monarch Joint Venture

Tap to ask. Monarch Joint Venture sees how many people are interested.

Your first name shows with your question. Monarch Joint Venture answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $764K · in their own filed words · FY2020
01

The MJV is committed to conserving the monarch butterfly migration by focusing conservation efforts within the united states.

$764Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 3 funders$48K
See all 3 funders →
Grants paid · 27 grants · $445K · 2022–2025
Desert Botanical GardenAZ · FY2025$24,425
Bee and Butterfly Habitat FundND · FY2025$17,669
Southwest Monarch StudyAZ · FY2025$14,824
Pollinator PartnershipCA · FY2025$12,480
Missouri Prairie FoundationMO · FY2025$9,326
Pheasants Forever INCMN · FY2023$25,207
Metro BloomsMN · FY2023$23,555
Pollinator Protection FundCA · FY2023$21,500
Xerces Society INCOR · FY2023$20,000
Usa-National Phenology Network University of ArizonaFY2023$14,074
Pollinator PartnershipCA · FY2023$6,817
The Bee & Butterfly Habitat FundND · FY2022$23,785
See all 27 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$995K
Ln 12
Gifts and grantsLn 1h$974K
Other incomeLn 4–11$11K
Fees for servicesLn 2g$10K
Money outPt IX
$955K
Ln 25
Programscol B$764K
Managementcol C$95K
Fundraisingcol D$95K
Owns and owesPt X
$367K
net assets · Ln 32
Cash and savingsLn 1–2$280K
Total assetsLn 16$374K
LiabilitiesLn 26$7K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$974K
Government grantsLn 1e$213K
Noncash giftsLn 1g$90K
Fees for servicesLn 2g$10K
Investment incomeLn 3$27
Other incomeLn 4–11$11K
Total revenueLn 12$995K
Assets in detailPt X, end of year
CashLn 1$280K
Cash and savings togetherLn 1–2$280K
Land, buildings, equipmentLn 10c$15K
Other assetsLn 15$2K
Total assetsLn 16$374K
LiabilitiesLn 26$7K
Net assetsLn 32$367K
OperationsPt I, VI
EmployeesI 532
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$98K$280K
Land, buildings, equipmentLn 10c$10K$15K
Total assetsLn 16$342K$374K
LiabilitiesLn 26$15K$7K
Net assetsLn 32$326K$367K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$20K$20K
Pay of current officers, directors and key staffLn 5$65K$55K$3K$6K
Other salaries and wagesLn 7$494K$378K$57K$58K
Other employee benefitsLn 9$63K$48K$7K$8K
Payroll taxesLn 10$43K$33K$5K$5K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$56K$53K$4K
Office expensesLn 13$6K$2K$10$4K
Information technologyLn 14$3K$3K$287$287
OccupancyLn 16$30K$22K$4K$4K
TravelLn 17$22K$22K$88
Conferences, conventions and meetingsLn 19$441$441
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$3K$1K$782$782
Other expenses (24a–d)Ln 24$130K$123K$2K$5K
All other expensesLn 24e$6K$1K$788$4K
Total functional expensesLn 25$955K$764K$95K$95K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.0M$3.2M$795K$3.6M 990 PDF
FY2024 $4.1M$3.0M$1.1M$2.7M 990 PDF
FY2023 $3.0M$2.1M$902K$1.6M 990 PDF
FY2022 $1.7M$1.6M$95K$661K 990 PDF
FY2021 $1.4M$1.2M$199K$566K 990 PDF
FY2020 Viewing $995K$955K$41K$367K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $995,150 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $653,995$974,173
I-9 Program service revenuePrior year $33,646$10,081
I-10 Investment incomePrior year $4$27
I-11 Other revenuePrior year $185,812$10,869
I-12 Total revenuePrior year $873,457$995,150
I-13 Grants and similar amounts paid$20,112
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $389,940$664,352
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $186,155$270,121
I-18 Total expensesPrior year $576,095$954,585
I-19 Revenue less expensesPrior year $297,362$40,565
Part VI · Governance 12 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $995,150 across 8 lines filed
Lines not itemized here account for $8,880 of total revenue; see the IRS return.
VIII-1e Government grants$212,903
VIII-1f All other contributions, gifts and grants$761,270
VIII-1g Noncash contributions (included above)$90,063
VIII-1h Total contributions, gifts and grants$974,173
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,081$10,081
VIII-3 Investment incomeExcluded from tax $27$27
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,989$1,989
VIII-12 Total revenueRelated to mission $20,950 · Excluded from tax $27$995,150
Part IX · Statement of functional expenses $954,585 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $20,112$20,112
IX-5 Pay of current officers, directors and key staffPrograms $55,268 · Management $3,400 · Fundraising $6,119$64,787
IX-7 Other salaries and wagesPrograms $378,345 · Management $57,367 · Fundraising $57,849$493,561
IX-9 Other employee benefitsPrograms $48,073 · Management $7,159 · Fundraising $7,840$63,072
IX-10 Payroll taxesPrograms $32,786 · Management $5,073 · Fundraising $5,073$42,932
IX-11c Accounting feesManagement $10,826$10,826
IX-11g Other fees for servicesPrograms $52,506 · Management $3,831$56,337
IX-13 Office expensesPrograms $2,027 · Management $10 · Fundraising $3,550$5,587
IX-14 Information technologyPrograms $2,635 · Management $287 · Fundraising $287$3,209
IX-16 OccupancyPrograms $21,700 · Management $3,883 · Fundraising $4,480$30,063
IX-17 TravelPrograms $22,383 · Fundraising $88$22,471
IX-19 Conferences, conventions and meetingsPrograms $441$441
IX-22 Depreciation, depletion and amortizationPrograms $2,392$2,392
IX-23 InsurancePrograms $1,317 · Management $782 · Fundraising $782$2,881
IX-24 Other expenses (24a–d)Programs $122,906 · Management $1,759 · Fundraising $4,840$129,505
IX-24e All other expensesPrograms $1,419 · Management $788 · Fundraising $4,202$6,409
IX-25 Total functional expensesPrograms $764,310 · Management $95,165 · Fundraising $95,110$954,585
Part X · Balance sheet $373,836 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $97,954$279,608
X-3 Pledges and grants receivableStart of year $207,875$52,720
X-8 Inventories for sale or useStart of year $14,735$15,806
X-9 Prepaid expenses and deferred chargesStart of year $8,161$8,308
X-10c Land, buildings and equipment, netStart of year $10,432$14,963
X-15 Other assetsStart of year $2,431$2,431
X-16 Total assetsStart of year $341,588$373,836
X-17 Accounts payable and accrued expenses$664
X-25 Other liabilitiesStart of year $15,393$6,412
X-26 Total liabilitiesStart of year $15,393$7,076
X-27 Net assets without donor restrictionsStart of year $326,195$308,103
X-28 Net assets with donor restrictions$58,657
X-32 Total net assets or fund balancesStart of year $326,195$366,760
X-33 Total liabilities and net assetsStart of year $341,588$373,836
Part XI · Reconciliation of net assets $366,760 net assets at year end
XI-1 Total revenue$995,150
XI-2 Total expenses$954,585
XI-3 Revenue less expenses$40,565
XI-4 Net assets at start of year$326,195
XI-10 Net assets at end of year$366,760

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.