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Nonprofit · EIN 94-3299134

MONARCH BUTTERFLY FUND

Tax-exempt · MADISON, WI 53704

Financials

$110K$139K2023$120K$115K2024$150K$136K2025
Revenue Expenses · by fiscal year end
Financials of MONARCH BUTTERFLY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$149,934$135,702$14,232$111,371–$111,371
December 31, 2024990-EZ$119,538$114,520$5,018$97,139–$97,139
December 31, 2023990-EZ$110,357$138,716-$28,359$92,121–$92,121
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$148,966
Investment income
$968

Expenses

Grants and similar amounts paid
$108,503
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$20,560
Printing, publications and postage
$2,190
Other expenses
$4,449
Program services (functional)
$108,503

Balance sheet and other

Total assets, start of year
$97,139
Total assets, end of year
$111,371
Total liabilities, end of year
–
Net assets, end of year
$111,371
Cash, savings and investments
$111,371
Gross receipts
$149,934

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Karen OberhauserTreasurer7$0
Donald DavisChair7$0
Liz GoehringVice-chair7$0
Ernest WilliamsSecretary7$0
Alfonso AlonsoMember2$0
Maria Isabel RamirezMember2$0
Ek del Val de GortariMember2$0
Eli MorenoMember2$0
Shiran HershcovichMember2$0
990-EZ for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Karen OberhauserTreasurer7$0
Donald DavisChair7$0
Liz GoehringVice-chair7$0
Ernest WilliamsSecretary7$0
Alfonso AlonsoMember2$0
Maria Isabel RamirezMember2$0
Ek del Val de GortariMember2$0
Eli MorenoMember2$0
Shiran HershcovichMember2$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Karen OberhauserTreasurer7$0
Donald DavisChair7$0
Gail MorrisVice-chair7$0
Ernest WilliamsSecretary7$0
Alfonso AlonsoMember2$0
Maria Isabel RamirezMember2$0
Ek del Val de GortariMember2$0
Eli MorenoMember2$0
Liz GoehringMember7$0

Address and contacts

Address (IRS master file)
139 LAKEWOOD BLVD, MADISON, WI 53704-5913
In care of
% KAREN OBERHAUSER
Signed the 990-EZ
Karen Oberhauser, Treasurer

Mission

The Monarch Butterfly Funds mission is to foster the conservation of North American monarch butterflies and their migration through habitat conservation research monitoring education and support for sustainable community development in and near monarch habitats in Mexico.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • The bulk of our donations go to Alternare A.C. who carry out yearly reforestations.
    Expenses $55,000 · grants $55,000
  • We support environmental education scientific research and sustainable development projects
    Expenses $41,503 · grants $41,503
  • Every year we provide one to four $4,000 grants to assist undergraduate or graduate students conducting research on monarch butterfly conservation and their habitats via the Brower Awards
    Expenses $12,000 · grants $12,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
94-3299134
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C30)
Assets (IRS master file)
$111,371
Income (IRS master file)
$149,934

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$149,934$135,702$111,371XML
990-EZDecember 2024$119,538$114,520$97,139XML
990-EZDecember 2023$110,357$138,716$92,121XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3299134).

Questions about MONARCH BUTTERFLY FUND

What is the EIN of MONARCH BUTTERFLY FUND?
The employer identification number (EIN) of MONARCH BUTTERFLY FUND is 94-3299134.
Is MONARCH BUTTERFLY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MONARCH BUTTERFLY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONARCH BUTTERFLY FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONARCH BUTTERFLY FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONARCH BUTTERFLY FUND last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of MONARCH BUTTERFLY FUND?
The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does MONARCH BUTTERFLY FUND have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $149,934, expenses of $135,702 and total assets of $111,371 at year end.

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