Monarch Joint Venture: FY2023 Nonprofit Profile & Form 990 (EIN 83-1343107)

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
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.

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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.

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1 program · $1.7M · in their own filed words · FY2023

01

The 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.

$1.7Mprogram 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

The Sherwood FoundationFY2025$40K

Stewart Family FoundationFY2025$5K

Mark & Anna Weinstein Family FoundationFY2025$2K

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

Wild Ones -- Natural Landscapers LtdWI · FY2025$16,148

Southwest Monarch StudyAZ · FY2025$14,824

Pollinator PartnershipCA · FY2025$12,480

Missouri Prairie FoundationMO · FY2025$9,326

The Sand County Foundation INCWI · FY2023$39,178

Western Association of Fish and Wildlife AgenciesID · FY2023$31,398

California Assoc of Resource Conservation DistrictsCA · FY2023$27,884

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

University of Wisconsin FoundationWI · FY2023$6,668

Friends of Cibolo WildernessTX · FY2023$6,036

The Bee & Butterfly Habitat FundND · FY2022$23,785

See all 27 grants →

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3.0M

Ln 12

Gifts and grantsLn 1h$3.0M

Fees for servicesLn 2g$80K

Other incomeLn 4–11$5K

Money outPt IX

$2.1M

Ln 25

Programscol B$1.7M

Managementcol C$273K

Fundraisingcol D$126K

Owns and owesPt X

$1.6M

net assets · Ln 32

Cash and savingsLn 1–2$330K

Total assetsLn 16$1.7M

LiabilitiesLn 26$148K

PeoplePt VI, VII

14

listed · VII A

PaidVII A1

Voting boardVI 1a13

IndependentVI 1b12

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3.0M

Government grantsLn 1e$2.0M

Fees for servicesLn 2g$80K

Investment incomeLn 3$3K

Other incomeLn 4–11$5K

Total revenueLn 12$3.0M

Assets in detailPt X, end of year

CashLn 1$241K

SavingsLn 2$90K

Cash and savings togetherLn 1–2$330K

Land, buildings, equipmentLn 10c$371K

Other assetsLn 15$571K

Total assetsLn 16$1.7M

LiabilitiesLn 26$148K

Net assetsLn 32$1.6M

OperationsPt I, VI

EmployeesI 532

VolunteersI 615

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$109K	$330K
Land, buildings, equipmentLn 10c	$30K	$371K
Total assetsLn 16	$766K	$1.7M
LiabilitiesLn 26	$105K	$148K
Net assetsLn 32	$661K	$1.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$224K	$224K
Pay of current officers, directors and key staffLn 5	$123K	$63K	$46K	$15K
Other salaries and wagesLn 7	$988K	$824K	$79K	$84K
Other employee benefitsLn 9	$99K	$82K	$15K	$3K
Payroll taxesLn 10	$80K	$59K	$16K	$4K
Legal feesLn 11b	$4K	$4K
Accounting feesLn 11c	$16K		$16K
Advertising and promotionLn 12	$4K	$1K	$292	$2K
Office expensesLn 13	$29K	$11K	$10K	$8K
Information technologyLn 14	$34K	$4K	$23K	$7K
OccupancyLn 16	$30K	$16K	$13K	$1K
TravelLn 17	$108K	$107K	$835	$434
Depreciation, depletion and amortizationLn 22	$23K	$11K	$12K
InsuranceLn 23	$18K		$18K
Other expenses (24a–d)Ln 24	$323K	$311K	$12K	$349
All other expensesLn 24e	$40K	$26K	$13K	$1K
Total functional expensesLn 25	$2.1M	$1.7M	$273K	$126K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$4.0M	$3.2M	$795K	$3.6M	990 PDF
FY2024	$4.1M	$3.0M	$1.1M	$2.7M	990 PDF
FY2023 Viewing	$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	$995K	$955K	$41K	$367K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $3,045,625 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,631,672$2,958,216

I-9 Program service revenuePrior year $63,043$79,848

I-10 Investment incomePrior year $298$2,561

I-11 Other revenuePrior year $33,244$5,000

I-12 Total revenuePrior year $1,728,257$3,045,625

I-13 Grants and similar amounts paidPrior year $139,431$224,451

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $920,631$1,289,833

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $572,709$629,053

I-18 Total expensesPrior year $1,632,771$2,143,337

I-19 Revenue less expensesPrior year $95,486$902,288

Part VI · Governance 12 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members12

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $3,045,625 across 7 lines filed

VIII-1e Government grants$2,008,731

VIII-1f All other contributions, gifts and grants$949,485

VIII-1h Total contributions, gifts and grants$2,958,216

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $79,848$79,848

VIII-3 Investment incomeExcluded from tax $2,561$2,561

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,000$5,000

VIII-12 Total revenueRelated to mission $84,848 · Unrelated business $0 · Excluded from tax $2,561$3,045,625

Part IX · Statement of functional expenses $2,143,337 across 16 lines filed

IX-1 Grants to domestic organizationsPrograms $224,451$224,451

IX-5 Pay of current officers, directors and key staffPrograms $62,938 · Management $45,661 · Fundraising $14,809$123,408

IX-7 Other salaries and wagesPrograms $824,280 · Management $79,366 · Fundraising $83,987$987,633

IX-9 Other employee benefitsPrograms $81,879 · Management $14,680 · Fundraising $2,523$99,082

IX-10 Payroll taxesPrograms $59,415 · Management $16,252 · Fundraising $4,043$79,710

IX-11b Legal feesPrograms $3,662$3,662

IX-11c Accounting feesManagement $15,618$15,618

IX-12 Advertising and promotionPrograms $1,340 · Management $292 · Fundraising $2,430$4,062

IX-13 Office expensesPrograms $11,220 · Management $9,834 · Fundraising $8,397$29,451

IX-14 Information technologyPrograms $4,001 · Management $22,857 · Fundraising $6,975$33,833

IX-16 OccupancyPrograms $15,753 · Management $12,679 · Fundraising $1,333$29,765

IX-17 TravelPrograms $106,996 · Management $835 · Fundraising $434$108,265

IX-22 Depreciation, depletion and amortizationPrograms $10,891 · Management $12,220$23,111

IX-23 InsuranceManagement $17,759$17,759

IX-24 Other expenses (24a–d)Programs $311,194 · Management $11,847 · Fundraising $349$323,390

IX-24e All other expensesPrograms $26,403 · Management $12,687 · Fundraising $1,047$40,137

IX-25 Total functional expensesPrograms $1,744,423 · Management $272,587 · Fundraising $126,327$2,143,337

Part X · Balance sheet $1,728,594 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $70,811$240,644

X-2 Savings and temporary cash investmentsStart of year $38,071$89,624

X-3 Pledges and grants receivableStart of year $524,509$368,413

X-4 Accounts receivable$46,628

X-8 Inventories for sale or useStart of year $12,685$27,698

X-9 Prepaid expenses and deferred chargesStart of year $8,340$13,589

X-10c Land, buildings and equipment, netStart of year $29,827$371,496

X-15 Other assetsStart of year $5,229$570,502

X-16 Total assetsStart of year $766,413$1,728,594

X-17 Accounts payable and accrued expensesStart of year $14,081$84,441

X-19 Deferred revenue$17,000

X-25 Other liabilitiesStart of year $91,030$46,922

X-26 Total liabilitiesStart of year $105,111$148,363

X-27 Net assets without donor restrictionsStart of year $513,670$1,422,148

X-28 Net assets with donor restrictionsStart of year $147,632$158,083

X-32 Total net assets or fund balancesStart of year $661,302$1,580,231

X-33 Total liabilities and net assetsStart of year $766,413$1,728,594

Part XI · Reconciliation of net assets $1,580,231 net assets at year end

XI-1 Total revenue$3,045,625

XI-2 Total expenses$2,143,337

XI-3 Revenue less expenses$902,288

XI-4 Net assets at start of year$661,302

XI-5 Net unrealized gains (losses) on investments$16,641

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$1,580,231

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Monarch Joint Venture FY2023 filing

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