2024-08-29T09:16:47-05:00 2023-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2023-01-01 831343107 MONARCH JOINT VENTURE MONA 6512227631 2233 UNIVERSITY AVE W 426 ST PAUL MN 55114 WENDY CALDWELL EXECUTIVE DIRECTOR 6512227631 2024-08-26 1 0 ANDREW E YOUNG CPA P01203950 7035351200 2024-08-26 2023 2024-08-08 14:25:15Z WENDY CALDWELL 2233 UNIVERSITY AVE W 426 ST PAUL MN 55114 3045625 0 X HTTPS://MONARCHJOINTVENTURE.ORG/ X 2018 MN TO PROTECT MONARCHS AND THEIR MIGRATION BY COLLABORATING WITH PARTNERS TO DELIVER HABITAT CONSERVATION, EDUCATION, AND SCIENCE ACROSS THE UNITED STATES. 13 12 26 13 0 0 1631672 2958216 63043 79848 298 2561 33244 5000 1728257 3045625 139431 224451 0 0 920631 1289833 0 0 126327 572709 629053 1632771 2143337 95486 902288 766413 1728594 105111 148363 661302 1580231 TO PROTECT MONARCHS AND THEIR MIGRATION BY COLLABORATING WITH PARTNERS TO DELIVER HABITAT CONSERVATION, EDUCATION, AND SCIENCE ACROSS THE UNITED STATES. 0 0 1744423 224451 84848 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. 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. 1744423 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 6512227631 2233 UNIVERSITY AVE W 426 ST PAUL MN 55114 THELMA REDICK BOARD CHAIR, VICE CHAIR 1.00 X X 0 0 0 DANA BOYLE BOARD CHAIR 1.00 X X 0 0 0 LIZ GOEHRING SECRETARY 1.00 X X 0 0 0 JAN SHARP TREASURER 1.00 X X 0 0 0 GRANT BOWERS DIRECTOR 1.00 X 0 0 0 DOUG CAMERON DIRECTOR 1.00 X 0 0 0 ANN HOBBIE DIRECTOR 1.00 X 0 0 0 SANDY LAW DIRECTOR 1.00 X 0 0 0 BETH LEBOW DIRECTOR (EX OFFICIO) 1.00 X 0 0 0 JOSHUA MUTIC DIRECTOR 1.00 X 0 0 0 MAXWELL SCHWARTZ DIRECTOR 1.00 X 0 0 0 COURT WHELAN DIRECTOR 1.00 X 0 0 0 SHEILA WILLIAMS RIDGE DIRECTOR 1.00 X 0 0 0 WENDY CALDWELL EXECUTIVE DIRECTOR 40.00 X 76891 0 46516 76891 0 46516 0 0 0 0 SIMPLE BUSINESS AUTOMATION LLC 3560 40TH ST SW WAVERLY MN 55390 DATA MANAGEMENT SERVICES 401286 1 2008731 949485 2958216 STORE SALES 900099 43468 43468 PROGRAM SERVICE FEES 900099 30880 30880 SPONSORSHIPS 900099 5500 5500 79848 2561 2561 MISCELLANEOUS 900099 5000 5000 5000 3045625 84848 0 2561 224451 224451 123408 62938 45661 14809 987633 824280 79366 83987 99082 81879 14680 2523 79710 59415 16252 4043 3662 3662 15618 15618 4062 1340 292 2430 29451 11220 9834 8397 33833 4001 22857 6975 29765 15753 12679 1333 108265 106996 835 434 23111 10891 12220 17759 17759 CONTRACTED SERVICES 218838 218838 SUPPLIES 80513 79546 618 349 COST OF GOODS SOLD 12810 12810 PROFESSIONAL FEES 11229 11229 40137 26403 12687 1047 2143337 1744423 272587 126327 70811 240644 38071 89624 524509 368413 46628 12685 27698 8340 13589 417213 45717 29827 371496 76941 5229 570502 766413 1728594 14081 84441 17000 91030 46922 105111 148363 X 513670 1422148 147632 158083 661302 1580231 766413 1728594 902288 16641 0 X X 0 1 X 1 1 1 X 65995 974173 1379273 1631672 2958216 7009329 65995 974173 1379273 1631672 2958216 7009329 370828 6638501 4 27 48 298 2561 2938 2300 3100 5000 10400 7022667 79848 0.94530 0.72090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147632 296692 286241 158083 44569 179414 76351 147632 58657 60000 74088 44569 0 58657 58657 1.00000 0 0 26558 12329 14229 390655 33388 357267 371496 SECURITY DEPOSIT 5229 INVESTMENT - FUNDS HELD AT ST. PAUL & MINNESOTA FOUNDATION 519261 RIGHT OF USE ASSET - OPERATING LEASE 46012 570502 OPERATING LEASE LIABILITY 46922 46922 X 3062266 16641 16641 3045625 0 3045625 2143337 0 2143337 0 2143337 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. 1 SAND COUNTY FOUNDATION PO BOX 1378 MADISON WI 53701 396089450 501(C)(3) 39178 0 N/A N/A PARTNER PROGRAM GRANT WESTERN ASSOCIATION OF FISH AND WILDLIFE AGENCIES (WAFWA)WASHINGTON STATE PO BOX 190150 BOISE ID 83719 820329350 501(C)(4) 31398 0 N/A N/A PARTNER PROGRAM GRANT CALIFORNIA ASSOCATION OF RESOURCE CONSERVATION DISTRICTS (CARCD) 705 EAST BIDWELL ST STE 2-4 FOLSOM CA 95630 941553749 501(C)(3) 27884 0 N/A N/A PARTNER PROGRAM GRANT PHEASANTSQUAIL FOREVER 1783 BUERKLE CIRCLE SAINT PAUL MN 55110 411429149 501(C)(3) 25207 0 N/A N/A PARTNER PROGRAM GRANT METRO BLOOMS 3747 CEDAR AVE MINNEAPOLIS MN 55407 411358663 501(C)(3) 23555 0 N/A N/A PARTNER PROGRAM GRANT POLLINATOR PROTECTION FUND OF LAGUNA BEACH 668 N COAST HWY UNIT 325 LAGUNA BEACH CA 92651 863482578 501(C)(3) 21500 0 N/A N/A PARTNER PROGRAM GRANT XERCES SOCIETY FOR INVERTEBRATE CONSERVATION 1631 NE BROADWAY STREET 821 PORTLAND OR 97232 510175253 501(C)(3) 20000 0 N/A N/A PARTNER PROGRAM GRANT USA-NATIONAL PHENOLOGY NETWORK UNIVERSITY OF ARIZONA PO BOX 210158 RM 510 TUCSON AZ 85721 742652689 501(C)(3) 14074 0 N/A N/A PARTNER PROGRAM GRANT POLLLINATOR PARTNERSHIP 600 MONTGOMERY ST STE 440 SAN FRANCISCO CA 94111 943283967 501(C)(3) 6817 0 N/A N/A PARNER PGO UNIVERSITY OF WISCONSIN ARBORETUM 1848 UNIVERSITY AVE MADISON WI 53726 390743975 501(C)(3) 6668 0 N/A N/A PARTNER PROGRAM GRANT CIBOLO CENTER FOR CONSERVATION 140 CITY PARK RD BOERNE TX 78006 742564700 501(C)(3) 6036 0 N/A N/A PARTNER PROGRAM GRANT 11 PART I, LINE 2 MONITORING PROCEDURES MJV ENSURES THAT PARTNER GRANT AWARDEES SPEND FUNDS IN ACCORDANCE WITH THE OUTLINED PROJECT PLAN BASED OFF OF REGULAR REVIEW OF SUBMITTED INVOICES AND GRANT REPORTS. 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 XII, LINE 2C THE PROCESS WAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART XII, LINE 2C: THE PROCESS WAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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.