MONARCH BUTTERFLY FUND

Conserving the Migration

Madison, WI | www.monarchconservation.org

GuideStar Charity Check

EIN: 94-3299134

Contributions tax deductible
as of September 2024

IRS BMF 509(a)(1)
as of September 09, 2024

View summary

Charity Check report

Mission

Foster the conservation of North American Monarch butterflies and their migration through habitat restoration, research, monitoring, education and community development in and near the monarch overwintering areas in Mexico.

Ruling year info

1998

Board Chair

Mr. Don Davis

Main address

139 Lakewood Blvd.

Madison, WI 53704 USA

Show more contact info

Formerly known as

Michoacan Reforestation Fund/Monarch Butterfly Sanctuary Foundation

EIN

94-3299134

Subject area info

Environmental education

Forest preservation

Sustainable development

Community organizing

Climate change

Population served info

Children and youth

Adults

NTEE code info

Forest Conservation (C36)

Community Improvement, Capacity Building N.E.C. (S99)

Natural Resource Conservation and Protection (C30)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

Reports and documents

What we aim to solve

SOURCE: Self-reported by organization

Our mission is to foster the conservation of North American monarch butterflies and their migration through habitat restoration, research, monitoring, education and support for sustainable community development in and near monarch habitats in Mexico. Our vision is to provided healthy ecosystems and sustainable communities that preserve North American Monarch butterflies and their spectacular migration in perpetuity.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Reforestation and Habitat Conservation

In partnership with other organizations and local communities we support reforestation efforts and conservation of watersheds in the monarch butterfly area. We also support monitoring and restoration of forests that have been logged and/or affected by extreme weather events. All our activites are evaluated periodically so we can learn from our experience and improve our practices.

Population(s) Served

Adults

Children and youth

Education and Outreach

Conduct workshops to train community members to become tourist guides in the monarch butterfly overwintering sites. Teach schoolchildren about monarch biology and their migration. Support monitoring of monarch populations through citizen science.

Population(s) Served

Adults

Children and youth

Sustainable Development

Conduct participatory community workshops on sustainable activities such as the construction of fuel-efficient stoves , rainwater capturing cisterns, organic farming, and reforestation.

Population(s) Served

Adults

Scientifc Research

Support assisted migration experiments where seedlings are planted at different altitudes to help optimize reforestation strategies as well as determine the viability of assisted migration to compensate for future climate change. These experiments are geared towards gaining more information that will scientifically support establishing altitudinal limits for monarch butterfly overwintering sites in the future.
We are also supporting the design of a a tiny solar-powered sensor to determine the daily flight path of migrating monarchs. This innovative system will help us learn more about the monarch migration and its implications for improving our conservation efforts.

Population(s) Served

Adults

Where we work

Photos

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

The Monarch Butterfly Fund's (MBF) ultimate goal is to foster the continued survival of the monarch butterfly and their migration through a multifaceted conservation strategy. We work closely with local communities who live in and near the Monarch Butterfly Biosphere Reserve using participatory methodologies. Our expected outcomes are the conservation of the overwintering sites of the monarch butterfly in Mexico and the involvement of local communities in forest conservation to improve their standard of living through sustainable activities that relieve pressure on the forests where the monarchs overwinter.

What are the organization's key strategies for making this happen?

Our strategy to reach our goals includes establishing partnerships with other non-profit organizations who are active in the Monarch Butterfly Biosphere Reserve and projects that forward our mission and supporting and implementing forest conservation, scientific research and monitoring, education and outreach, and sustainable development strategies.

What are the organization's capabilities for doing this?

MBF has no staff but all board members have been involved with monarch conservation for more than 30 years. Their expertise and the partnerships they have established in Mexico are our biggest asset. Administrative and support activities are carried out by an external consultant.

What have they accomplished so far and what's next?

Since our organization was established we have supported and implemented reforestation projects within and around the Monarch Butterfly Biosphere Reserve every year. We have established partnerships with local organizations and communities, working with them to carry out our projects. We believe our constant presence in the area and our outreach efforts will help us reach our ultimate goal of preserving the monarch migration and improving the well-being of local communities.

Financials

MONARCH BUTTERFLY FUND

Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

MONARCH BUTTERFLY FUND

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$135,004
Program Services	$0
Investments	$19
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$135,023

Expenses
Grants	$86,398
Salaries & Employee Benefits	$0
Professional Fees	$13,451
Occupancy	$0
Printing, Publications, Postage, etc.	$2,727
Other Expenses	$3,785
Total Expenses	$106,361
Net Gain/Loss	$28,662

Revenue
Contributions	$94,398
Program Services	$0
Investments	$16
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$94,411

Expenses
Grants	$71,740
Salaries & Employee Benefits	$0
Professional Fees	$20,330
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$4,661
Total Expenses	$96,731
Net Gain/Loss	($2,320)

Revenue
Contributions	$110,140
Program Services	$0
Investments	$8
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$110,148

Expenses
Grants	$111,245
Salaries & Employee Benefits	$0
Professional Fees	$18,480
Occupancy	$0
Printing, Publications, Postage, etc.	$733
Other Expenses	$4,683
Total Expenses	$135,141
Net Gain/Loss	($24,993)

Revenue
Contributions	$98,102
Program Services	$0
Investments	$4
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$98,106

Expenses
Grants	$76,855
Salaries & Employee Benefits	$0
Professional Fees	$15,282
Occupancy	$0
Printing, Publications, Postage, etc.	$808
Other Expenses	$2,227
Total Expenses	$95,172
Net Gain/Loss	$2,934

Revenue
Contributions	$128,598
Program Services	$0
Investments	$3
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$128,601

Expenses
Grants	$68,387
Salaries & Employee Benefits	$0
Professional Fees	$22,657
Occupancy	$0
Printing, Publications, Postage, etc.	$768
Other Expenses	$2,651
Total Expenses	$94,463
Net Gain/Loss	$34,138

Revenue
Contributions	$110,109
Program Services	$0
Investments	$7
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$110,116

Expenses
Grants	$79,055
Salaries & Employee Benefits	$0
Professional Fees	$21,885
Occupancy	$0
Printing, Publications, Postage, etc.	$1,144
Other Expenses	$1,919
Total Expenses	$104,003
Net Gain/Loss	$6,113

Revenue
Contributions	$110,315
Program Services	$0
Investments	$42
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$110,357

Expenses
Grants	$87,370
Salaries & Employee Benefits	$0
Professional Fees	$34,393
Occupancy	$0
Printing, Publications, Postage, etc.	$937
Other Expenses	$16,016
Total Expenses	$138,716
Net Gain/Loss	($28,359)

MONARCH BUTTERFLY FUND

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2016	Dec 31, 2016	Change
Contributions	$135,004
Cash & Equivalents	$54,414	$83,076	$28,662
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$54,414	$83,076	$28,662

Liabilities	Jan 01, 2016	Dec 31, 2016	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2016	Dec 31, 2016	Change
Net Assets	$54,414	$83,076	$28,662

Assets	Jan 01, 2017	Dec 31, 2018	Change
Contributions	$94,398
Cash & Equivalents	$83,076	$80,756	($2,320)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$83,076	$80,756	($2,320)

Liabilities	Jan 01, 2017	Dec 31, 2018	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2017	Dec 31, 2018	Change
Net Assets	$83,076	$80,756	($2,320)

Assets	Jan 01, 2019	Dec 31, 2019	Change
Contributions	$110,140
Cash & Equivalents	$102,368	$77,375	($24,993)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$102,368	$77,375	($24,993)

Liabilities	Jan 01, 2019	Dec 31, 2019	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2019	Dec 31, 2019	Change
Net Assets	$102,368	$77,375	($24,993)

Assets	Jan 01, 2020	Dec 31, 2020	Change
Contributions	$98,102
Cash & Equivalents	$77,375	$80,309	$2,934
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$77,375	$80,309	$2,934

Liabilities	Jan 01, 2020	Dec 31, 2020	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2020	Dec 31, 2020	Change
Net Assets	$77,375	$80,309	$2,934

Assets	Jan 01, 2021	Dec 31, 2021	Change
Contributions	$128,598
Cash & Equivalents	$80,309	$114,447	$34,138
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$80,309	$114,447	$34,138

Liabilities	Jan 01, 2021	Dec 31, 2021	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2021	Dec 31, 2021	Change
Net Assets	$80,309	$114,447	$34,138

Assets	Jan 01, 2022	Dec 31, 2022	Change
Contributions	$110,109
Cash & Equivalents	$114,367	$120,480	$6,113
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$114,367	$120,480	$6,113

Liabilities	Jan 01, 2022	Dec 31, 2022	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2022	Dec 31, 2022	Change
Net Assets	$114,367	$120,480	$6,113

Assets	Jan 01, 2023	Dec 31, 2023	Change
Contributions	$110,315
Cash & Equivalents	$120,480	$92,121	($28,359)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$120,480	$92,121	($28,359)

Liabilities	Jan 01, 2023	Dec 31, 2023	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2023	Dec 31, 2023	Change
Net Assets	$120,480	$92,121	($28,359)

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

Board Chair

Mr. Don Davis

MONARCH BUTTERFLY FUND

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

MONARCH BUTTERFLY FUND

Board of directors
as of 04/19/2024

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Mr. Don Davis

Citizen Scientist Toronto

Karen Oberhauser

Director, UW-Madison Arboretum, Wisconsin

Don Davis

Citizen Scientist Toronto, Canada

Gail Morris

Southwest Monarch Study, Arizona

Eli Moreno

Premier Residential, Seattle

Isabel Ramirez

UNAM’s Center for Research in Environmental Geography, Mexico

Ek del Val de Gortari

UNAM's Ecosystems and Sustainability Research Institute, Mexico

Alfonso Alonso

Smithsonian Conservation Biology Institute, Washington D.C.

Ernest Williams

Hamilton College, NY

Liz Goehring

Ecologist & Education Specialist Colorado

Organizational demographics

SOURCE: Self-reported; last updated 8/2/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

MONARCH BUTTERFLY FUND

Conserving the Migration

Mission

Is this your nonprofit?

Programs and results

Reports and documents

What we aim to solve

Our programs

Reforestation and Habitat Conservation

Education and Outreach

Sustainable Development

Scientifc Research

Where we work

Our Sustainable Development Goals

Goals & Strategy

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

Financials

Revenue vs. expenses: breakdown

Financial data

Digitizing IRS form 990 data

MONARCH BUTTERFLY FUND

MONARCH BUTTERFLY FUND

Operations

Documents

Board Chair

Mr. Don Davis

MONARCH BUTTERFLY FUND

Compensation data

MONARCH BUTTERFLY FUND

Board of directors data

Mr. Don Davis

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability