Civic Intelligence

Santa Monica Conservancy

990 • Fiscal year 2017 • EIN 75-3079169

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 17, 2018

Organization ProfileWWW.SMCONSERVANCY.ORG
Post Office Box 653Santa Monica, CA 90406-0653

(310) 496-3146

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

61st percentile

8.0%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

7.6%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$930,360

Up $14,164 (+1.5%) from 2016

Net Assets

Up

$923,327

Up $11,620 (+1.3%) from 2016

Liabilities

Up

$7,033

Up $2,544 (+57%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin61st percentile

Revenue

Up

$145,955

Up $10,261 (+7.6%) from 2016

Expenses

Up

$134,335

Up $26,493 (+25%) from 2016

Net Income

Down

$11,620

Down $16,232 (-58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $344,160Liabilities 2010: $2,675Net Assets 2010: $341,4852010Assets 2011: $425,412Liabilities 2011: $2,675Net Assets 2011: $422,7372011Assets 2012: $576,210Liabilities 2012: $0Net Assets 2012: $576,2102012Assets 2013: $717,440Liabilities 2013: $0Net Assets 2013: $717,4402013Assets 2014: $815,637Liabilities 2014: $0Net Assets 2014: $815,6372014Assets 2015: $884,355Liabilities 2015: $500Net Assets 2015: $883,8552015Assets 2016: $916,196Liabilities 2016: $4,489Net Assets 2016: $911,7072016Assets 2017: $930,360Liabilities 2017: $7,033Net Assets 2017: $923,3272017Assets 2018: $985,707Liabilities 2018: $5,687Net Assets 2018: $980,0202018Assets 2019: $983,037Liabilities 2019: $3,006Net Assets 2019: $980,0312019Assets 2020: $1,027,257Liabilities 2020: $2,497Net Assets 2020: $1,024,7602020Assets 2021: $1,095,666Liabilities 2021: $1,776Net Assets 2021: $1,093,8902021Assets 2022: $1,094,156Liabilities 2022: $2,523Net Assets 2022: $1,091,6332022Assets 2023: $1,005,822Liabilities 2023: $12,686Net Assets 2023: $993,1362023Assets 2024: $772,999Liabilities 2024: $9,310Net Assets 2024: $763,6892024

Highlighted filing

2017

Assets$930,360
Liabilities$7,033
Net Assets$923,327
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2010: $244,983Expenses 2010: $72,662Net Income 2010: $172,3212010Revenue 2011: $161,420Expenses 2011: $80,168Net Income 2011: $81,2522011Revenue 2012: $248,248Expenses 2012: $94,775Net Income 2012: $153,4732012Revenue 2013: $189,054Expenses 2013: $47,824Net Income 2013: $141,2302013Revenue 2014: $170,355Expenses 2014: $72,158Net Income 2014: $98,1972014Revenue 2015: $140,124Expenses 2015: $71,906Net Income 2015: $68,2182015Revenue 2016: $135,694Expenses 2016: $107,842Net Income 2016: $27,8522016Revenue 2017: $145,955Expenses 2017: $134,335Net Income 2017: $11,6202017Revenue 2018: $205,238Expenses 2018: $148,289Net Income 2018: $56,9492018Revenue 2019: $170,931Expenses 2019: $170,920Net Income 2019: $112019Revenue 2020: $177,980Expenses 2020: $133,251Net Income 2020: $44,7292020Revenue 2021: $221,993Expenses 2021: $152,863Net Income 2021: $69,1302021Revenue 2022: $270,235Expenses 2022: $274,294Net Income 2022: -$4,0592022Revenue 2023: $291,232Expenses 2023: $389,748Net Income 2023: -$98,5162023Revenue 2024: $183,514Expenses 2024: $387,961Net Income 2024: -$204,4472024

Highlighted filing

2017

Revenue$145,955
Expenses$134,335
Net Income$11,620
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 17, 2018
Return Version
2017v2.3
Gross Receipts
$145,955
Mission and Program Overview

Mission

The santa monica conservancy is a 501(c)(3) public charity dedicated to promoting widespread understanding and appreciation of the cultural, social, economic, and environmental benefits of historic preservation.

Advocacy and education re: santa monica's irreplaceable cultural and architectural resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$580,416$548,813▼ $31,603
Savings and Temporary Cash Investments$252,164$250,161▼ $2,003
Cash and Non-Interest-Bearing Accounts$80,695$121,034▲ $40,339
Prepaid Expenses and Deferred Charges-$7,916-
Pledges and Grants Receivable$2,921$2,436▼ $485
Total Assets$916,196$930,360▲ $14,164
Liabilities
Deferred Revenue$4,489$7,033▲ $2,544
Total Liabilities$4,489$7,033▲ $2,544
Net Assets / Fund Balance
Unrestricted Net Assets$911,707$923,327▲ $11,620
Total Net Assets Fund Balance$911,707$923,327▲ $11,620
Total Liabilities and Net Assets / Fund Balance$916,196$930,360▲ $14,164

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$541,460$58,536$599,996
Other Land Buildings$6,683$4,446$11,129
Equipment$670$112$782
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Carol LemleinPresident
John ZinnerVice President
Sherrill KushnerVice President
Chris GrayDirector
David KaplanDirector
Laurel SchmidtDirector
Libby MotikaDirector
Libby PacharesDirector
Mario Fonda-bonardiDirector
Meighan Maguire PhdDirector
Michael W FolonisDirector
Nina FrescoDirector
Ruthann LehrerDirector
Kaitlin DriskoSecretary
Tom CleysTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,715
Program Service Revenue
$14,025
Investment Income
$1,215
Other Revenue
$0
All Other Contributions
$72,565
Change in Net Assets
$11,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,335
Total Fundraising Expense$7,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$36,473$5,760$3,012$45,245
Depreciation Depletion$31,603--$31,603
Office Expenses$19,763$2,589$2,893$25,245
Information Technology$7,398--$7,398
Occupancy$4,348$30-$4,378
Insurance$2,190$1,180$155$3,525
Advertising$2,454-$20$2,474
Fees for Services Accounting-$1,500-$1,500
Other Expenses$840$200$1,107$1,040
All Other Expenses$479--$479
Travel$147$3-$150
Total Functional Expenses$115,886$11,262$7,187$134,335
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by a paid preparer. Following the completion of a draft of form 990, the paid preparer meets with the treasurer and president to review the form 990 to assure that all representations and answers to issues, comments and questions are accurate. The complete draft of form 990 is then distributed to the organization's entire board of directors via email, with instructions to each board member to review the form in detail, and respond to a designated individual with their comments. Any questions or suggested revisions by board members to form 990 are communicated to the paid preparer for clarification and/or correction of form 990, as appropriate, prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy requires that a director shall excuse himself or herself from any vote upon which such director, or any member of his or her immediate family, has a material financial interest. Prior to each vote on organization matters, directors are asked to abstain, as appropriate, based on the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Monica Conservancy
EIN
75-3079169
Phone
3104963146
Address
POST OFFICE BOX 653, SANTA MONICA, CA 90406-0653

Signing Officer

Name
Tom Cleys
Title
Treasurer
Phone
3104963146
Signed
2018-07-17

Organization Details

Principal Officer
Tom Cleys
Formed
2002
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
115

Preparer

Firm
Quigley & Miron
Address
3550 WILSHIRE BLVD1660, LOS ANGELES, CA 90010
Preparer
Robert a Lyon
Phone
2136393550
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 34,873. Management and general expenses 5,760. Fundraising expenses 3,012. Total expenses 43,645. Artists & performers: program service expenses 1,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,600.”

Raw XML AppendixShowing 400 of 441 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCACY AND EDUCATION RE: SANTA MONICA'S IRREPLACEABLE CULTURAL AND ARCHITECTURAL RESOURCES.
IRS990/AdvertisingGrp/FundraisingAmt020
IRS990/AdvertisingGrp/ProgramServicesAmt02454
IRS990/AdvertisingGrp/TotalAmt02474
IRS990/AllOtherContributionsAmt072565
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0479
IRS990/AllOtherExpensesGrp/TotalAmt0479
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TOM CLEYS
IRS990/BooksInCareOfDetail/PhoneNum03104529456
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02244 23RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA MONICA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090405
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt080695
IRS990/CashNonInterestBearingGrp/EOYAmt0121034
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130715
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01215
IRS990/CYOtherExpensesAmt0134335
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014025
IRS990/CYRevenuesLessExpensesAmt011620
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0134335
IRS990/CYTotalFundraisingExpenseAmt07187
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0145955
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt04489
IRS990/DeferredRevenueGrp/EOYAmt07033
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt031603
IRS990/DepreciationDepletionGrp/TotalAmt031603
IRS990/Desc0DEVELOPED AND IMPLEMENTED EDUCATION PROGRAMS INCLUDING SANTA MONICA DOWNTOWN WALKING TOURS COVERING THE HISTORY OF SANTA MONICA THROUGH ITS EXISTING AND DEMOLISHED BUILDINGS, THE ANNENBERG BEACH HOUSE TOUR, AND AN EDUCATIONAL PROGRAM REGARDING NEIGHBORHOOD DEVELOPMENT AND HISTORY FOR USE BY THIRD GRADE TEACHERS IN LOCAL SCHOOLS TO FULFILL THE CIVIC HISTORY CURRICULUM REQUIREMENT FOR THIRD GRADERS; PUBLISHED QUARTERLY NEWSLETTERS CONCERNING SANTA MONICA PRESERVATION ISSUES; AND PERFORMED LEGAL AND ARCHITECTURAL WORK IN CONNECTION WITH THE REHABILITATION OF THE SHOTGUN HOUSE IN SANTA MONICA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0115886
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForServicesOtherGrp/FundraisingAmt03012
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05760
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt036473
IRS990/FeesForServicesOtherGrp/TotalAmt045245
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt735.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt108.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt126.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM CLEYS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIO FONDA-BONARDI
IRS990/Form990PartVIISectionAGrp/PersonNm2LIBBY MOTIKA
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL W FOLONIS
IRS990/Form990PartVIISectionAGrp/PersonNm4NINA FRESCO
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm6RUTHANN LEHRER
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROL LEMLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8MEIGHAN MAGUIRE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN ZINNER
IRS990/Form990PartVIISectionAGrp/PersonNm10SHERRILL KUSHNER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRIS GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm12KAITLIN DRISKO
IRS990/Form990PartVIISectionAGrp/PersonNm13LAUREL SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm14LIBBY PACHARES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt017725
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0145955
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07398
IRS990/InformationTechnologyGrp/TotalAmt07398
IRS990/InsuranceGrp/FundraisingAmt0155
IRS990/InsuranceGrp/ManagementAndGeneralAmt01180
IRS990/InsuranceGrp/ProgramServicesAmt02190
IRS990/InsuranceGrp/TotalAmt03525
IRS990/InvestmentIncomeGrp/ExclusionAmt01215
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01215
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt063094
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0580416
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0548813
IRS990/LandBldgEquipCostOrOtherBssAmt0611907
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt040425
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SANTA MONICA CONSERVANCY IS A 501(C)(3) PUBLIC CHARITY DEDICATED TO PROMOTING WIDESPREAD UNDERSTANDING AND APPRECIATION OF THE CULTURAL, SOCIAL, ECONOMIC, AND ENVIRONMENTAL BENEFITS OF HISTORIC PRESERVATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0911707
IRS990/NetAssetsOrFundBalancesEOYAmt0923327
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt021293
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030
IRS990/OccupancyGrp/ProgramServicesAmt04348
IRS990/OccupancyGrp/TotalAmt04378
IRS990/OfficeExpensesGrp/FundraisingAmt02893
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02589
IRS990/OfficeExpensesGrp/ProgramServicesAmt019763
IRS990/OfficeExpensesGrp/TotalAmt025245
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CATERING/HOSPITALITY
IRS990/OtherExpensesGrp/Desc1TOURING
IRS990/OtherExpensesGrp/Desc2LEGAL FEES
IRS990/OtherExpensesGrp/Desc3HONORARIA
IRS990/OtherExpensesGrp/FundraisingAmt01107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ProgramServicesAmt06019
IRS990/OtherExpensesGrp/ProgramServicesAmt12778
IRS990/OtherExpensesGrp/ProgramServicesAmt21394
IRS990/OtherExpensesGrp/ProgramServicesAmt3840
IRS990/OtherExpensesGrp/TotalAmt07126
IRS990/OtherExpensesGrp/TotalAmt12778
IRS990/OtherExpensesGrp/TotalAmt21394
IRS990/OtherExpensesGrp/TotalAmt31040
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02921
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02436
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07916
IRS990/PrincipalOfficerNm0TOM CLEYS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS & LECTURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0116036
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0934
IRS990/PYOtherExpensesAmt0107842
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018724
IRS990/PYRevenuesLessExpensesAmt027852
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107842
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0135694
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011620
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0252164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0130715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0121032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0136715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0172720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0677218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0826
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05492
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0104163
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0790
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0790
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76680
IRS990ScheduleA/PublicSupportPY170Pct00.79310
IRS990ScheduleA/PublicSupportTotal170Amt0524081
IRS990ScheduleA/SubstantialContributorsTotAmt0153137
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0116036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0121032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0136715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0172720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0677218
IRS990ScheduleA/TotalSupportAmt0683500
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0670
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0112
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0782
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0541460
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt058536
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0599996
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06683
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04446
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011129
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0548813
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A PAID PREPARER. FOLLOWING THE COMPLETION OF A DRAFT OF FORM 990, THE PAID PREPARER MEETS WITH THE TREASURER AND PRESIDENT TO REVIEW THE FORM 990 TO ASSURE THAT ALL REPRESENTATIONS AND ANSWERS TO ISSUES, COMMENTS AND QUESTIONS ARE ACCURATE. THE COMPLETE DRAFT OF FORM 990 IS THEN DISTRIBUTED TO THE ORGANIZATION'S ENTIRE BOARD OF DIRECTORS VIA EMAIL, WITH INSTRUCTIONS TO EACH BOARD MEMBER TO REVIEW THE FORM IN DETAIL, AND RESPOND TO A DESIGNATED INDIVIDUAL WITH THEIR COMMENTS. ANY QUESTIONS OR SUGGESTED REVISIONS BY BOARD MEMBERS TO FORM 990 ARE COMMUNICATED TO THE PAID PREPARER FOR CLARIFICATION AND/OR CORRECTION OF FORM 990, AS APPROPRIATE, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT A DIRECTOR SHALL EXCUSE HIMSELF OR HERSELF FROM ANY VOTE UPON WHICH SUCH DIRECTOR, OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY, HAS A MATERIAL FINANCIAL INTEREST. PRIOR TO EACH VOTE ON ORGANIZATION MATTERS, DIRECTORS ARE ASKED TO ABSTAIN, AS APPROPRIATE, BASED ON THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,873. MANAGEMENT AND GENERAL EXPENSES 5,760. FUNDRAISING EXPENSES 3,012. TOTAL EXPENSES 43,645. ARTISTS & PERFORMERS: PROGRAM SERVICE EXPENSES 1,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,600.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0916196
IRS990/TotalAssetsEOYAmt0930360
IRS990/TotalAssetsGrp/BOYAmt0916196
IRS990/TotalAssetsGrp/EOYAmt0930360
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0130715
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07187
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011262
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115886
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134335
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04489
IRS990/TotalLiabilitiesEOYAmt07033
IRS990/TotalLiabilitiesGrp/BOYAmt04489
IRS990/TotalLiabilitiesGrp/EOYAmt07033
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0911707
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0923327
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0115886
IRS990/TotalProgramServiceRevenueAmt014025
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01215
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145955
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0115
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0916196
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0930360
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03
IRS990/TravelGrp/ProgramServicesAmt0147
IRS990/TravelGrp/TotalAmt0150
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0911707
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0923327
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$930,360
Liabilities
$7,033
Net assets
$923,327
Revenue
$145,955
Expenses
$134,335
Net income
$11,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.18$0.39$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.01$0.99$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.27$0.27$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.09$0.22$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.18$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.17$0.17$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$0.21$0.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.15$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.91$0.14$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.14$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.17$0.07$0.10
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.19$0.05$0.14
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.25$0.09$0.15
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.42$0.16$0.08$0.08
2010Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.24$0.07$0.17