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.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $67K a year · 30% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
50 mo
of spending, in cash
Looks good: 49.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $23K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$178K
Spent
$133K
To programs
75%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$178K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$178K
FY2021$222K
FY2022$270K
FY2023$291K
FY2024$184K
FY2025$186K
Expenses
$133K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$133K
FY2021$153K
FY2022$274K
FY2023$390K
FY2024$388K
FY2025$396K
Net assets
$1.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.1M
FY2023$993K
FY2024$764K
FY2025$554K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $100K Management & general 7% · $10K Fundraising 18% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A

Kaitlin Drisko’s $92K as Executive Director is at the 84th percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Kaitlin Drisko$92,000$94,500$74,042$34,295
Allison Sampson——$38,500$34,295

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Santa Monica Conservancy executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Protects and educates about Santa Monica's unique cultural and architectural heritage.

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Provided by the organization

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1 program · $100K · in their own filed words · FY2020
01

The 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…

$100Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$178K
Ln 12
Gifts and grantsLn 1h$172K
Investment incomeLn 3$5K
Fees for servicesLn 2g$432
Money outPt IX
$133K
Ln 25
Programscol B$100K
Managementcol C$10K
Fundraisingcol D$24K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$550K
Total assetsLn 16$1.0M
LiabilitiesLn 26$2K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$172K
Government grantsLn 1e$17K
Fees for servicesLn 2g$432
Investment incomeLn 3$5K
Total revenueLn 12$178K
Assets in detailPt X, end of year
CashLn 1$186K
SavingsLn 2$364K
Cash and savings togetherLn 1–2$550K
Land, buildings, equipmentLn 10c$467K
Total assetsLn 16$1.0M
LiabilitiesLn 26$2K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 54
VolunteersI 686
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$470K$550K
Land, buildings, equipmentLn 10c$507K$467K
Total assetsLn 16$983K$1.0M
LiabilitiesLn 26$3K$2K
Net assetsLn 32$980K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$506$506
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$54K$30K$4K$20K
Advertising and promotionLn 12$4K$3K$96
Office expensesLn 13$15K$11K$2K$1K
Information technologyLn 14$12K$12K
OccupancyLn 16$601$601
TravelLn 17$340$11$323$6
Depreciation, depletion and amortizationLn 22$41K$38K$3K
InsuranceLn 23$4K$3K$994
Other expenses (24a–d)Ln 24$1K$1K
Total functional expensesLn 25$133K$100K$10K$24K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $186K$396K−$209K$554K 990 PDF
FY2024 $184K$388K−$204K$764K 990 PDF
FY2023 $291K$390K−$99K$993K 990 PDF
FY2022 $270K$274K−$4K$1.1M 990 PDF
FY2021 $222K$153K$69K$1.1M 990 PDF
FY2020 Viewing $178K$133K$45K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $177,980 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $151,293$172,099
I-9 Program service revenuePrior year $12,575$432
I-10 Investment incomePrior year $7,063$5,449
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $170,931$177,980
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $170,920$133,251
I-18 Total expensesPrior year $170,920$133,251
I-19 Revenue less expensesPrior year $11$44,729
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $177,980 across 7 lines filed
VIII-1b Membership dues$47,478
VIII-1e Government grants$16,837
VIII-1f All other contributions, gifts and grants$107,784
VIII-1h Total contributions, gifts and grants$172,099
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $432$432
VIII-3 Investment incomeExcluded from tax $5,449$5,449
VIII-12 Total revenueRelated to mission $432 · Unrelated business $0 · Excluded from tax $5,449$177,980
Part IX · Statement of functional expenses $133,251 across 11 lines filed
IX-11b Legal feesPrograms $506$506
IX-11c Accounting feesManagement $1,500$1,500
IX-11g Other fees for servicesPrograms $29,850 · Management $4,275 · Fundraising $19,763$53,888
IX-12 Advertising and promotionPrograms $3,447 · Fundraising $96$3,543
IX-13 Office expensesPrograms $11,195 · Management $2,414 · Fundraising $1,098$14,707
IX-14 Information technologyPrograms $11,964$11,964
IX-16 OccupancyPrograms $601$601
IX-17 TravelPrograms $11 · Management $323 · Fundraising $6$340
IX-22 Depreciation, depletion and amortizationPrograms $37,600 · Fundraising $3,008$40,608
IX-23 InsurancePrograms $3,278 · Management $994$4,272
IX-24 Other expenses (24a–d)Programs $1,322$1,322
IX-25 Total functional expensesPrograms $99,774 · Management $9,506 · Fundraising $23,971$133,251
Part X · Balance sheet $1,027,257 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $111,231$186,278
X-2 Savings and temporary cash investmentsStart of year $358,533$363,693
X-4 Accounts receivableStart of year $6,073$8,325
X-9 Prepaid expenses and deferred charges$2,369
X-10c Land, buildings and equipment, netStart of year $507,200$466,592
X-16 Total assetsStart of year $983,037$1,027,257
X-17 Accounts payable and accrued expensesStart of year $3,006$2,497
X-26 Total liabilitiesStart of year $3,006$2,497
X-27 Net assets without donor restrictionsStart of year $893,545$930,514
X-28 Net assets with donor restrictionsStart of year $86,486$94,246
X-32 Total net assets or fund balancesStart of year $980,031$1,024,760
X-33 Total liabilities and net assetsStart of year $983,037$1,027,257
Part XI · Reconciliation of net assets $1,024,760 net assets at year end
XI-1 Total revenue$177,980
XI-2 Total expenses$133,251
XI-3 Revenue less expenses$44,729
XI-4 Net assets at start of year$980,031
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,024,760

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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