Civic Intelligence

Santa Monica Conservancy

990 • Fiscal year 2021 • EIN 75-3079169

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 29, 2022

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

6.7%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

25%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,095,666

Up $68,409 (+6.7%) from 2020

Net Assets

Up

$1,093,890

Up $69,130 (+6.7%) from 2020

Liabilities

Down

$1,776

Down $721 (-29%) from 2020

Revenue

Up

$221,993

Up $44,013 (+25%) from 2020

Expenses

Up

$152,863

Up $19,612 (+15%) from 2020

Net Income

Up

$69,130

Up $24,401 (+55%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,095,666
Liabilities$1,776
Net Assets$1,093,890

Operations Trend

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

2021

Revenue$221,993
Expenses$152,863
Net Income$69,130
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 29, 2022
Return Version
2021v4.2
Gross Receipts
$236,950
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
Savings and Temporary Cash Investments$363,693$550,006▲ $186,313
Land, Buildings, and Equipment, Net$466,592$427,165▼ $39,427
Cash and Non-Interest-Bearing Accounts$186,278$104,909▼ $81,369
Accounts Receivable$8,325$8,848▲ $523
Prepaid Expenses and Deferred Charges$2,369$4,738▲ $2,369
Total Assets$1,027,257$1,095,666▲ $68,409
Liabilities
Accounts Payable and Accrued Expenses$2,497$1,776▼ $721
Total Liabilities$2,497$1,776▼ $721
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$930,514$983,185▲ $52,671
Net Assets With Donor Restrictions$94,246$110,705▲ $16,459
Total Net Assets Fund Balance$1,024,760$1,093,890▲ $69,130
Total Liabilities and Net Assets / Fund Balance$1,027,257$1,095,666▲ $68,409

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$424,380$175,616$599,996
Other Land Buildings$2,563$38,125$40,688
Equipment$222$560$782
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom CleysPresident
Carol LemleinVice President
Carolyne EdwardsDirector
Catherin ConkleDirector
David KaplanDirector
Libby PacharesDirector
Nina FrescoDirector
Ruthann LehrerDirector
Mario Fonda-bonardiSecretary
Liz CoughlinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,425
Program Service Revenue
$3,859
Investment Income
$1,709
Other Revenue
$0
All Other Contributions
$134,186
Change in Net Assets
$69,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,863
Total Fundraising Expense$30,308
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$25,217$11,585$22,620$59,422
Depreciation Depletion$36,422-$3,005$39,427
Office Expenses$11,474$10,532$3,140$25,146
Information Technology$10,196$330-$10,526
Insurance$5,615$994-$6,609
Advertising$2,889--$2,889
Occupancy$2,043--$2,043
Fees for Services Legal$1,863--$1,863
Other Expenses$1,840-$1,543$1,543
Fees for Services Accounting-$1,500-$1,500
Travel$55--$55
Total Functional Expenses$97,614$24,941$30,308$152,863
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,957
Fundraising Gross Income$14,957
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser and Silent Auction$35,468$14,957$14,651$306
Total Events$35,468$14,957$14,957$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 35% controlled entity
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
President
Phone
3104963146
Signed
2022-03-29

Organization Details

Principal Officer
Tom Cleys
Formed
2002
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
106

Preparer

Firm
Quigley & Miron
Address
3550 WILSHIRE BLVD 1660, LOS ANGELES, CA 90010
Preparer
Armen Grigorian
Phone
2136393550
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 25,217. Management and general expenses 11,585. Fundraising expenses 22,620. Total expenses 59,422.

Raw XML AppendixShowing 400 of 425 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/AccountsPayableAccrExpnssGrp/BOYAmt02497
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01776
IRS990/AccountsReceivableGrp/BOYAmt08325
IRS990/AccountsReceivableGrp/EOYAmt08848
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCACY AND EDUCATION RE: SANTA MONICA'S IRREPLACEABLE CULTURAL AND ARCHITECTURAL RESOURCES.
IRS990/AdvertisingGrp/ProgramServicesAmt02889
IRS990/AdvertisingGrp/TotalAmt02889
IRS990/AllOtherContributionsAmt0134186
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0186278
IRS990/CashNonInterestBearingGrp/EOYAmt0104909
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt020511
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0216425
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01709
IRS990/CYOtherExpensesAmt0152863
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03859
IRS990/CYRevenuesLessExpensesAmt069130
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0152863
IRS990/CYTotalFundraisingExpenseAmt030308
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0221993
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt03005
IRS990/DepreciationDepletionGrp/ProgramServicesAmt036422
IRS990/DepreciationDepletionGrp/TotalAmt039427
IRS990/Desc0THE CONSERVANCY DEVELOPS AND IMPLEMENTS EDUCATIONAL PROGRAMS INCLUDING A WEEKLY HISTORIC WALKING TOUR OF DOWNTOWN SANTA MONICA, TOURS OF THE ANNENBERG COMMUNITY BEACH HOUSE (THE FORMER HOME OF WILLIAM RANDOLPH HEARST AND ACTRESS MARION DAVIES), AND AN ANNUAL ARCHITECTURAL TOUR FEATURING DIFFERENT NEIGHBORHOODS OR OTHER HISTORIC ASPECTS OF THE CITY. THE CONSERVANCY ALSO OPERATES A PRESERVATION RESOURCE CENTER IN A HISTORIC SHOTGUN HOUSE, WHERE VISITORS CAN LEARN ABOUT HISTORIC PRESERVATION AND THE HISTORY OF SANTA MONICA, AND COMMUNITY MEMBERS SEEKING TO PRESERVE THE CITY'S HISTORIC BUILDINGS AND PLACES CAN RECEIVE ASSISTANCE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt094246
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0110705
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt097614
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01863
IRS990/FeesForServicesLegalGrp/TotalAmt01863
IRS990/FeesForServicesOtherGrp/FundraisingAmt022620
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011585
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt025217
IRS990/FeesForServicesOtherGrp/TotalAmt059422
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt58.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0TOM CLEYS
IRS990/Form990PartVIISectionAGrp/PersonNm1LIZ COUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIO FONDA-BONARDI
IRS990/Form990PartVIISectionAGrp/PersonNm3NINA FRESCO
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTHANN LEHRER
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL LEMLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7LIBBY PACHARES
IRS990/Form990PartVIISectionAGrp/PersonNm8CATHERIN CONKLE
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLYNE EDWARDS
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt020511
IRS990/FundraisingDirectExpensesAmt014957
IRS990/FundraisingGrossIncomeAmt014957
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt015786
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0236950
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0330
IRS990/InformationTechnologyGrp/ProgramServicesAmt010196
IRS990/InformationTechnologyGrp/TotalAmt010526
IRS990/InsuranceGrp/ManagementAndGeneralAmt0994
IRS990/InsuranceGrp/ProgramServicesAmt05615
IRS990/InsuranceGrp/TotalAmt06609
IRS990/InvestmentIncomeGrp/ExclusionAmt01709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01709
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214301
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0466592
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0427165
IRS990/LandBldgEquipCostOrOtherBssAmt0641466
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt045942
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/NetAssetsOrFundBalancesBOYAmt01024760
IRS990/NetAssetsOrFundBalancesEOYAmt01093890
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0930514
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0983185
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt017841
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt02043
IRS990/OccupancyGrp/TotalAmt02043
IRS990/OfficeExpensesGrp/FundraisingAmt03140
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010532
IRS990/OfficeExpensesGrp/ProgramServicesAmt011474
IRS990/OfficeExpensesGrp/TotalAmt025146
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HONORARIA
IRS990/OtherExpensesGrp/Desc1CATERING/HOSPITALITY
IRS990/OtherExpensesGrp/FundraisingAmt01543
IRS990/OtherExpensesGrp/ProgramServicesAmt01840
IRS990/OtherExpensesGrp/TotalAmt01840
IRS990/OtherExpensesGrp/TotalAmt11543
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02369
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04738
IRS990/PrincipalOfficerNm0TOM CLEYS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS & LECTURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03859
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0172099
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05449
IRS990/PYOtherExpensesAmt0133251
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0432
IRS990/PYRevenuesLessExpensesAmt044729
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0133251
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0177980
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt069130
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0550006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0216425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0846726
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016777
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt065427
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80320
IRS990ScheduleA/PublicSupportPY170Pct00.77230
IRS990ScheduleA/PublicSupportTotal170Amt0693557
IRS990ScheduleA/SubstantialContributorsTotAmt0153169
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0216425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130715
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0846726
IRS990ScheduleA/TotalSupportAmt0863503
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0222
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0560
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0782
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0424380
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0175616
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0599996
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02563
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038125
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt040688
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0427165
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020511
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020511
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014957
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER AND SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0106
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014957
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014651
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014651
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 25,217. MANAGEMENT AND GENERAL EXPENSES 11,585. FUNDRAISING EXPENSES 22,620. TOTAL EXPENSES 59,422.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01027257
IRS990/TotalAssetsEOYAmt01095666
IRS990/TotalAssetsGrp/BOYAmt01027257
IRS990/TotalAssetsGrp/EOYAmt01095666
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0216425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030308
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097614
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02497
IRS990/TotalLiabilitiesEOYAmt01776
IRS990/TotalLiabilitiesGrp/BOYAmt02497
IRS990/TotalLiabilitiesGrp/EOYAmt01776
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01024760
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01093890
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt097614
IRS990/TotalProgramServiceRevenueAmt03859
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0106
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01027257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01095666
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt055
IRS990/TravelGrp/TotalAmt055
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POST OFFICE BOX 653
IRS990/USAddress/CityNm0SANTA MONICA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0904060653
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SMCONSERVANCY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM CLEYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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