2025-06-13T13:56:57-05:00 2024-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2024-01-01 831343107 MONARCH JOINT VENTURE MONA 6512227631 2233 UNIVERSITY AVE W 426 ST PAUL MN 55114 WENDY CALDWELL EXECUTIVE DIRECTOR 6512227631 2025-06-11 1 0 ANDREW E YOUNG CPA P01203950 7035351200 2025-06-11 2024 2025-03-06 01:10:19Z WENDY CALDWELL 2233 UNIVERSITY AVE W 426 ST PAUL MN 55114 4139452 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. 14 14 36 14 0 0 2958216 3927706 79848 185533 2561 12163 5000 14050 3045625 4139452 224451 317319 0 0 1289833 1599301 0 0 156617 629053 1104193 2143337 3020813 902288 1118639 1728594 2951217 148363 218824 1580231 2732393 TO PROTECT MONARCHS AND THEIR MIGRATION BY COLLABORATING WITH PARTNERS TO DELIVER HABITAT CONSERVATION, EDUCATION, AND SCIENCE ACROSS THE UNITED STATES. 0 0 2302268 317319 193883 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. 2302268 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 1 0 0 0 0 0 0 0 0 1 8 0 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 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 KARI WARBERG BLOCK DIRECTOR 1.00 X 0 0 0 DOUG CAMERON DIRECTOR 1.00 X 0 0 0 CRAIG CZARNECKI DIRECTOR 1.00 X 0 0 0 ANN HOBBIE DIRECTOR 1.00 X 0 0 0 JENNIFER LAMMERS DIRECTOR 1.00 X 0 0 0 SANDY LAW DIRECTOR 1.00 X 0 0 0 ELIZABETH LEBOW DIRECTOR 1.00 X 0 0 0 ALEJANDRA MEDINA DIRECTOR 1.00 X 0 0 0 CALEB WERTH 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 85607 0 49824 85607 0 49824 0 0 0 0 SIMPLE BUSINESS AUTOMATION LLC 3560 40TH ST SW WAVERLY MN 55390 DATA MANAGEMENT SERVICES 131734 1 678000 2644037 605669 678000 3927706 PROGRAM SERVICE FEES 900099 92049 92049 STORE SALES 900099 48984 48984 SPONSORSHIPS 900099 44500 44500 185533 12163 12163 5700 0 5700 5700 5700 MISCELLANEOUS 900099 8350 8350 8350 4139452 193883 0 17863 317319 317319 135431 65007 52818 17606 1165579 971281 125181 69117 199616 157978 29252 12386 98675 78611 13491 6573 598 598 95812 95812 8864 6597 1044 1223 29953 17228 9402 3323 49079 12494 28876 7709 38954 19988 18115 851 127221 125423 108 1690 24112 24061 51 77520 7633 69809 78 22219 1725 20384 110 CONTRACTED SERVICES 256803 164054 60975 31774 SUPPLIES 191893 189398 920 1575 FOOD AND CATERING 57476 57476 BAD DEBT 43497 43497 80192 41900 35741 2551 3020813 2302268 561928 156617 240644 304139 89624 158245 368413 408730 46628 368778 27698 32679 13589 34471 1192343 123237 371496 1069106 570502 575069 1728594 2951217 84441 169529 17000 38275 46922 11020 148363 218824 X 1422148 2432758 158083 299635 1580231 2732393 1728594 2951217 1118639 33523 0 X X 0 1 X 1 1 1 X 974173 1379273 1631672 2958216 3927706 10871040 974173 1379273 1631672 2958216 3927706 10871040 322646 10548394 27 48 298 2561 17863 20797 2300 3100 5000 8350 18750 10910587 265381 0.96680 0.94530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 158083 311104 169552 299635 147632 296692 286241 158083 44569 179414 76351 147632 58657 60000 74088 44569 58657 58657 1.00000 0 0 366400 366400 316100 12329 303771 115269 55815 59454 394574 55093 339481 1069106 SECURITY DEPOSIT 5229 INVESTMENT - FUNDS HELD AT ST. PAUL & MINNESOTA FOUNDATION 556446 RIGHT OF USE ASSET - OPERATING LEASE 13394 575069 LEASE LIABILITY 11020 11020 X 4172975 33523 33523 4139452 0 4139452 3020813 0 3020813 0 3020813 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 METRO BLOOMS 3747 CEDAR AVE MINNEAPOLIS MN 55407 411358663 501(C)(3) 0 23564 N/A N/A PARTNER PROGRAM GRANT POLLLINATOR PARTNERSHIP 600 MONTGOMERY ST STE 440 SAN FRANCISCO CA 94111 943283967 501(C)(3) 0 12276 N/A N/A PARTNER PROGRAM GRANT CIBOLO CENTER FOR CONSERVATION 140 CITY PARK RD BOERNE TX 78006 742564700 501(C)(3) 0 5453 N/A N/A PARTNER PROGRAM GRANT DESERT BOTANICAL GARDEN 1201 N GALVIN PARKWAY PHOENIX AZ 85008 860136925 501(C)(3) 0 14946 N/A N/A PARTNER PROGRAM GRANT BEE AND BUTTERFLY HABITAT FUND 3270 86TH AVE SE JAMESTOWN ND 58401 814839034 501(C)(3) 0 7331 N/A N/A PARTNER PROGRAM GRANT EARTH DISCOVERY INSTITUTE 120 NORTH PARK DR EL CAJON CA 92021 262288903 501(C)(3) 0 24712 N/A N/A PARTNER PROGRAM GRANT NATIVE PLANT SOCIETY OF TEXAS PO BOX 3017 FREDERICKSBURG TX 78624 742697896 501(C)(3) 0 12000 N/A N/A PARTNER PROGRAM GRANT SAND COUNTY FOUNDATION 44 EAST MIFFLIN STREET STE 1005 MADISON WI 53703 396089450 501(C)(3) 0 25000 N/A N/A PARTNER PROGRAM GRANT SOUTHWEST MONARCH STUDY 6120 W IVANHOE ST CHANDLER AZ 85226 800820784 501(C)(3) 0 6863 N/A N/A PARTNER PROGRAM GRANT UNIVERSITY OF ILLINOIS CHICAGO 1309 SOUTH HALSTED STREET CHICAGO IL 60607 376000511 501(C)(3) 0 17145 N/A N/A PARTNER PROGRAM GRANT WILD ONES 2285 BUTTE DE MORTS BEACH RD NEENAH WI 54956 391695443 501(C)(3) 0 8852 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. X 2 678000 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): DONATED LAND AND DONATED BUILDING 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 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.