Civic Intelligence

Santa Monica Conservancy

990 • Fiscal year 2022 • EIN 75-3079169

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 11, 2023

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

32nd percentile

-1.5%

Higher net margin than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$34,295

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$1,094,156

Down $1,510 (-0.1%) from 2021

Net Assets

Down

$1,091,633

Down $2,257 (-0.2%) from 2021

Liabilities

Up

$2,523

Up $747 (+42%) from 2021

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin32nd percentile

Revenue

Up

$270,235

Up $48,242 (+22%) from 2021

Expenses

Up

$274,294

Up $121,431 (+79%) from 2021

Net Income

Down

-$4,059

Down $73,189 (-106%) from 2021

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

2022

Assets$1,094,156
Liabilities$2,523
Net Assets$1,091,633
Open 2022 Filing

Operations Trend

Revenue Growth68th 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

2022

Revenue$270,235
Expenses$274,294
Net Income-$4,059
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 11, 2023
Return Version
2022v4.1
Gross Receipts
$270,235
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$550,006$520,791▼ $29,215
Land, Buildings, and Equipment, Net$427,165$423,932▼ $3,233
Cash and Non-Interest-Bearing Accounts$104,909$133,448▲ $28,539
Accounts Receivable$8,848$8,000▼ $848
Pledges and Grants Receivable-$4,574-
Prepaid Expenses and Deferred Charges$4,738$3,411▼ $1,327
Total Assets$1,095,666$1,094,156▼ $1,510
Liabilities
Accounts Payable and Accrued Expenses$1,776$2,523▲ $747
Total Liabilities$1,776$2,523▲ $747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$983,185$1,015,002▲ $31,817
Net Assets With Donor Restrictions$110,705$76,631▼ $34,074
Total Net Assets Fund Balance$1,093,890$1,091,633▼ $2,257
Total Liabilities and Net Assets / Fund Balance$1,095,666$1,094,156▼ $1,510

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$400,692$205,504$606,196
Other Land Buildings$12,503$40,185$52,688
Equipment$10,737$1,592$12,329
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Allison SampsonCo Executive DirectorPT$34,295$34,295
Kaitlin DriskoCo Executive DirectorPT$34,295$34,295

Board Members and Trustees

NameTitle
Tom CleysPresident
Carol LemleinVice President
Amanda SewaldDirector
Carolyne EdwardsDirector
Catherin ConkleDirector
Nina FrescoDirector
Ruthann LehrerDirector
Sharon ReyesDirector
Mario Fonda-bonardiSecretary
David KaplanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,203
Program Service Revenue
$3,360
Investment Income
$672
Other Revenue
$0
All Other Contributions
$192,177
Change in Net Assets
$-4,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,608
Salaries, Compensation, and Employee Benefits$110,686
Total Fundraising Expense$59,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,724$10,288$20,578$68,590
Fees for Services Other$32,768$15,701$16,305$64,774
Depreciation Depletion$32,573-$407$32,980
Office Expenses$21,139$565$8,287$29,991
Other Salaries and Wages$16,344$4,457$8,915$29,716
Payroll Taxes$6,809$1,857$3,714$12,380
Insurance$6,189$1,886$160$8,235
Occupancy$5,861--$5,861
Information Technology$4,750$307-$5,057
Fees for Services Legal$1,794$2,040-$3,834
Other Expenses$2,399$308$321$2,399
Travel$1,290$276$603$2,169
Fees for Services Accounting-$2,088-$2,088
Advertising$1,464--$1,464
Total Functional Expenses$175,231$39,773$59,290$274,294
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 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
2023-03-11

Organization Details

Principal Officer
Tom Cleys
Formed
2002
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
86

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 32,518. Management and general expenses 15,701. Fundraising expenses 16,305. Total expenses 64,524. Artists & performers: program service expenses 250. Management and general expenses 0. Fundraising expenses 0. Total expenses 250.”

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/AccountsPayableAccrExpnssGrp/BOYAmt01776
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02523
IRS990/AccountsReceivableGrp/BOYAmt08848
IRS990/AccountsReceivableGrp/EOYAmt08000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCACY AND EDUCATION RE: SANTA MONICA'S IRREPLACEABLE CULTURAL AND ARCHITECTURAL RESOURCES.
IRS990/AdvertisingGrp/ProgramServicesAmt01464
IRS990/AdvertisingGrp/TotalAmt01464
IRS990/AllOtherContributionsAmt0192177
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TOM CLEYS
IRS990/BooksInCareOfDetail/PhoneNum03104631748
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/BOYAmt0104909
IRS990/CashNonInterestBearingGrp/EOYAmt0133448
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt020578
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010288
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037724
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt068590
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0266203
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0672
IRS990/CYOtherExpensesAmt0163608
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03360
IRS990/CYRevenuesLessExpensesAmt0-4059
IRS990/CYSalariesCompEmpBnftPaidAmt0110686
IRS990/CYTotalExpensesAmt0274294
IRS990/CYTotalFundraisingExpenseAmt059290
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0270235
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0407
IRS990/DepreciationDepletionGrp/ProgramServicesAmt032573
IRS990/DepreciationDepletionGrp/TotalAmt032980
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/BOYAmt0110705
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt076631
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0175231
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02088
IRS990/FeesForServicesAccountingGrp/TotalAmt02088
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02040
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01794
IRS990/FeesForServicesLegalGrp/TotalAmt03834
IRS990/FeesForServicesOtherGrp/FundraisingAmt016305
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015701
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt032768
IRS990/FeesForServicesOtherGrp/TotalAmt064774
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1120.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0TOM CLEYS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIO FONDA-BONARDI
IRS990/Form990PartVIISectionAGrp/PersonNm3NINA FRESCO
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON REYES
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTHANN LEHRER
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL LEMLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7AMANDA SEWALD
IRS990/Form990PartVIISectionAGrp/PersonNm8CATHERIN CONKLE
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLYNE EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm10KAITLIN DRISKO
IRS990/Form990PartVIISectionAGrp/PersonNm11ALLISON SAMPSON
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/ReportableCompFromOrgAmt1034295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1134295
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/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/Form990PartVIISectionAGrp/TitleTxt10CO EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CO EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt040209
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0270235
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0307
IRS990/InformationTechnologyGrp/ProgramServicesAmt04750
IRS990/InformationTechnologyGrp/TotalAmt05057
IRS990/InsuranceGrp/FundraisingAmt0160
IRS990/InsuranceGrp/ManagementAndGeneralAmt01886
IRS990/InsuranceGrp/ProgramServicesAmt06189
IRS990/InsuranceGrp/TotalAmt08235
IRS990/InvestmentIncomeGrp/ExclusionAmt0672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0672
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0247281
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0427165
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0423932
IRS990/LandBldgEquipCostOrOtherBssAmt0671213
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt033817
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/NetAssetsOrFundBalancesBOYAmt01093890
IRS990/NetAssetsOrFundBalancesEOYAmt01091633
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0983185
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01015002
IRS990/NoncashContributionsAmt012000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05861
IRS990/OccupancyGrp/TotalAmt05861
IRS990/OfficeExpensesGrp/FundraisingAmt08287
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0565
IRS990/OfficeExpensesGrp/ProgramServicesAmt021139
IRS990/OfficeExpensesGrp/TotalAmt029991
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CATERING/HOSPITALITY
IRS990/OtherExpensesGrp/Desc1HONORARIA
IRS990/OtherExpensesGrp/FundraisingAmt0321
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0308
IRS990/OtherExpensesGrp/ProgramServicesAmt04127
IRS990/OtherExpensesGrp/ProgramServicesAmt12399
IRS990/OtherExpensesGrp/TotalAmt04756
IRS990/OtherExpensesGrp/TotalAmt12399
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08915
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04457
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016344
IRS990/OtherSalariesAndWagesGrp/TotalAmt029716
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03714
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01857
IRS990/PayrollTaxesGrp/ProgramServicesAmt06809
IRS990/PayrollTaxesGrp/TotalAmt012380
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04574
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04738
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03411
IRS990/PrincipalOfficerNm0TOM CLEYS
IRS990/PriorPeriodAdjustmentsAmt01802
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS & LECTURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216425
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01709
IRS990/PYOtherExpensesAmt0152863
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03859
IRS990/PYRevenuesLessExpensesAmt069130
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0152863
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0221993
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-4059
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03360
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0550006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0520791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0266203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0216425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0172099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0176770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0982214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01971
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016234
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt054762
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83490
IRS990ScheduleA/PublicSupportPY170Pct00.80320
IRS990ScheduleA/PublicSupportTotal170Amt0833616
IRS990ScheduleA/SubstantialContributorsTotAmt0148598
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0266203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0216425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0172099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0176770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0982214
IRS990ScheduleA/TotalSupportAmt0998448
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/BookValueAmt010737
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01592
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012329
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0400692
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0205504
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0606196
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012503
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt040185
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052688
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0423932
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 32,518. MANAGEMENT AND GENERAL EXPENSES 15,701. FUNDRAISING EXPENSES 16,305. TOTAL EXPENSES 64,524. ARTISTS & PERFORMERS: PROGRAM SERVICE EXPENSES 250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250.
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/TotalAssetsBOYAmt01095666
IRS990/TotalAssetsEOYAmt01094156
IRS990/TotalAssetsGrp/BOYAmt01095666
IRS990/TotalAssetsGrp/EOYAmt01094156
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0266203
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt059290
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175231
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01776
IRS990/TotalLiabilitiesEOYAmt02523
IRS990/TotalLiabilitiesGrp/BOYAmt01776
IRS990/TotalLiabilitiesGrp/EOYAmt02523
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01093890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01091633
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175231
IRS990/TotalProgramServiceRevenueAmt03360
IRS990/TotalReportableCompFromOrgAmt068590
IRS990/TotalRevenueGrp/ExclusionAmt0672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270235
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt086
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01095666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01094156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0603
IRS990/TravelGrp/ManagementAndGeneralAmt0276
IRS990/TravelGrp/ProgramServicesAmt01290
IRS990/TravelGrp/TotalAmt02169
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,094,156
Liabilities
$2,523
Net assets
$1,091,633
Revenue
$270,235
Expenses
$274,294
Net income
-$4,059
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