To protect monarchs and their migration by collaborating with partners to deliver habitat conservation, education, and science across the united states.
Key facts about Monarch Joint Venture
In short: Monarch Joint Venture gave $95K across 6 grants in 2025 (avg $16K), top state Arizona. Source: 2025 IRS Form 990.
- EIN
- 83-1343107
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $94,872
- Grants made (2025)
- 6
- Average grant
- $15,812
- Median grant
- $15,486
- Total assets
- $3,713,091
- Primary geography
- Arizona (41% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$3.7M
+25.8% YoY
Annual Giving
$95K
-40.0% YoY
Grant Count
6
-45.5% YoY
Avg Grant Size
$16K
+10.0% YoY
How Monarch Joint Venture gives
- Giving fell 26% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Monarch Joint Venture
Based on IRS filings
Monarch Joint Venture is a public charity focused on Education, based in St. Paul, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 6 grants totaling $95K. Net investment income was $17K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2021) to $222K (2023). In 2025 it made 6 grants totaling $95K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Desert Botanical Garden ($24K). Together the top 6 received $95K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Desert Botanical Garden Phoenix, AZ | Partner Program Grant | $24,425 |
| Bee and Butterfly Habitat Fund Jamestown, ND | Partner Program Grant | $17,669 |
| Wild Ones Neenah, WI | Partner Program Grant | $16,148 |
| Southwest Monarch Study Chandler, AZ | Partner Program Grant | $14,824 |
| Polllinator Partnership San Francisco, CA | Partner Program Grant | $12,480 |
| Missouri Prairie Foundation Columbia, MO | Partner Program Grant | $9,326 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,713,091 | $2,951,217 | $1,728,594 |
| Revenue | $3,994,828 | $4,139,452 | $3,045,625 |
| Expenses | $3,199,566 | $3,020,813 | $2,143,337 |
| Net Investment Income | $16,539 | $12,163 | $2,561 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS September 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 29, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 6, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS October 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Monarch Joint Venture is led by Wendy Caldwell, Executive Director since 2021 (on filings since 2020); 1 of 16 officers listed in 2025 is compensated.
Officers on the 2025 filing
Wendy Caldwell
Executive Director
Executive Di → Executive Director, 2021
On filings since 2020
40 hrs/week
$66K (2020) → $92K (2025)
Janice Sharp
Board Chair
Director → Board Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Ann Hobbie
Director
Board Chair → Chair, 2021
Chair → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Sheila Williams Ridge
Director
On filings since 2020
1 hr/week
No compensation reported
Court Whelan
Director
On filings since 2021
1 hr/week
No compensation reported
Doug Cameron
Director
On filings since 2021
1 hr/week
No compensation reported
Thelma Redick
Director
Board Chair & Vice Chair → Board Chair, 2024
Board Chair → Director, 2025
On filings since 2021
1 hr/week
No compensation reported
Liz Goehring
Director
Secretary → Director, 2025
On filings since 2023
1 hr/week
No compensation reported
Alejandra Medina
Director
On filings since 2024
1 hr/week
No compensation reported
Craig Czarnecki
Director
On filings since 2024
1 hr/week
No compensation reported
Elizabeth Lebow
Director
On filings since 2024
1 hr/week
No compensation reported
Kari Warberg Block
Director
On filings since 2024
1 hr/week
No compensation reported
Carolyn Fritz
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jeffery Popp
Director
New on the 2025 filing
1 hr/week
No compensation reported
Caleb Werth
Secretary
Director → Secretary, 2025
On filings since 2024
1 hr/week
No compensation reported
Jennifer Lammers
Treasurer
Director → Treasurer, 2025
On filings since 2024
1 hr/week
No compensation reported
Former officers (14)
- Former: Sandy Law (2020–2024) — Director
- Former: Jan Sharp (2021–2024) — Treasurer
- Former: Dana Boyle (2020–2023) — Board Chair
- Former: Grant Bowers (2020–2023) — Director
- Former: Beth Lebow (2023) — Director
- Former: Joshua Mutic (2023) — Director
- Former: Maxwell Schwartz (2023) — Director
- Former: Josh Mutic (2020–2022) — Vice Chair
- Former: Max Schwartz (2020–2022) — Director
- Former: Sarah Thompson (2020–2022) — Treasurer
- Former: Elizabeth Goehring (2022) — Director
- Former: Amy Barrett (2020–2021) — Director
- Former: Therese Sexe (2020–2021) — Director
- Former: Mary Hedenstrom (2020) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $92K, to Wendy Caldwell (Executive Director).
Frequently asked questions about Monarch Joint Venture
How much does Monarch Joint Venture give each year?
Monarch Joint Venture gave $95K across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $158K across 11 grants.
What is Monarch Joint Venture's typical grant size?
Monarch Joint Venture's median grant in 2025 was $15,486, and its average grant was $15,812, across 6 grants on its 2025 IRS Form 990.
Where does Monarch Joint Venture give grants?
Monarch Joint Venture's top state is Arizona, with 41% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were North Dakota (19%) and Wisconsin (17%).
Does Monarch Joint Venture give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Monarch Joint Venture's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Partner Program Grant" (6 grants).
Who are Monarch Joint Venture's largest grantees?
Monarch Joint Venture's largest 2025 grantees include Desert Botanical Garden ($24,425), Bee and Butterfly Habitat Fund ($17,669) and Wild Ones ($16,148), according to its 2025 IRS Form 990. Together they received 61% of its itemized 2025 grant dollars.
How large is Monarch Joint Venture?
Monarch Joint Venture reported $3.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.0M.
What is Monarch Joint Venture?
Monarch Joint Venture is a public charity focused on Education, based in St. Paul, MN. It holds $3.7M in total assets as of 2025.
What is Monarch Joint Venture's EIN?
Monarch Joint Venture's EIN (Employer Identification Number) is 83-1343107. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Monarch Joint Venture by hand.
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