MONARCH JOINT VENTURE (EIN 831343107) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

WENDY CALDWELL

Phone

6512227631

Tax Period

2024-01-01 to 2024-12-31

MONARCH JOINT VENTURE, founded in 2018, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

TO PROTECT MONARCHS AND THEIR MIGRATION BY COLLABORATING WITH PARTNERS TO DELIVER HABITAT CONSERVATION, EDUCATION, AND SCIENCE ACROSS THE UNITED STATES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,927,706

Program Service Revenue $185,533

Investment Income $12,163

Other Revenue $14,050

TOTAL REVENUE $4,139,452

Expense Breakdown

Grants Paid $317,319

Salaries & Benefits $1,599,301

Fundraising Expenses $156,617

Program Expenses $2,302,268

Other Expenses $1,104,193

TOTAL EXPENSES $3,020,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,139,452	$3,045,625	+0.4%
Expenses	$3,020,813	$2,143,337	+0.4%
Net Income	$1,118,639	$902,288	+0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$135,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THELMA REDICK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LIZ GOEHRING	SECRETARY	1.00	Officer Director	$0	$0	$0
JAN SHARP	TREASURER	1.00	Officer Director	$0	$0	$0
KARI WARBERG BLOCK	DIRECTOR	1.00	Director	$0	$0	$0
DOUG CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG CZARNECKI	DIRECTOR	1.00	Director	$0	$0	$0
ANN HOBBIE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LAMMERS	DIRECTOR	1.00	Director	$0	$0	$0
SANDY LAW	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH LEBOW	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRA MEDINA	DIRECTOR	1.00	Director	$0	$0	$0
CALEB WERTH	DIRECTOR	1.00	Director	$0	$0	$0
COURT WHELAN	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA WILLIAMS RIDGE	DIRECTOR	1.00	Director	$0	$0	$0
WENDY CALDWELL	EXECUTIVE DIRECTOR	40.00	Officer	$85,607	$49,824	$135,431

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,139,452	$3,020,813	$2,951,217	$1,118,639
2023	$3,045,625	$2,143,337	$1,728,594	$902,288
2022	$1,728,257	$1,632,771	$766,413	$95,486
2021	$1,400,668	$1,201,612	$601,210	$199,056
2020	$995,150	$954,585	$373,836	$40,565
2019	$873,457	$576,095	$341,588	$297,362

MONARCH JOINT VENTURE