Santa Monica Conservancy FY2021 filing

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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.
64¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
51 mo
of spending, in cash
Looks good: 51.4 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
$222K
+25% vs prior year
Spent
$153K
To programs
64%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$222K
FY2021▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$178K
FY2021$222K
FY2022$270K
FY2023$291K
FY2024$184K
FY2025$186K
Expenses
$153K
FY2021▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$133K
FY2021$153K
FY2022$274K
FY2023$390K
FY2024$388K
FY2025$396K
Net assets
$1.1M
FY2021▲ +7%
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 FY2021 Form 990 · see the original

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You’re viewing the FY2021 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

64 cents of each dollar spent went to programs.

Program services 64% · $98K Management & general 16% · $25K Fundraising 20% · $30K

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 →

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.

Questions for Santa Monica Conservancy

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1 program · $98K · in their own filed words · FY2021
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…

$98Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$222K
Ln 12
Gifts and grantsLn 1h$216K
Fees for servicesLn 2g$4K
Investment incomeLn 3$2K
Money outPt IX
$153K
Ln 25
Programscol B$98K
Managementcol C$25K
Fundraisingcol D$30K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$655K
Total assetsLn 16$1.1M
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$216K
Government grantsLn 1e$16K
Noncash giftsLn 1g$18K
Fundraising eventsLn 1c$21K
Fees for servicesLn 2g$4K
Investment incomeLn 3$2K
Total revenueLn 12$222K
Assets in detailPt X, end of year
CashLn 1$105K
SavingsLn 2$550K
Cash and savings togetherLn 1–2$655K
Land, buildings, equipmentLn 10c$427K
Total assetsLn 16$1.1M
LiabilitiesLn 26$2K
Net assetsLn 32$1.1M
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 FY21End FY21
Cash and savingsLn 1–2$550K$655K
Land, buildings, equipmentLn 10c$467K$427K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$2K$2K
Net assetsLn 32$1.0M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$59K$25K$12K$23K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$25K$11K$11K$3K
Information technologyLn 14$11K$10K$330
OccupancyLn 16$2K$2K
TravelLn 17$55$55
Depreciation, depletion and amortizationLn 22$39K$36K$3K
InsuranceLn 23$7K$6K$994
Other expenses (24a–d)Ln 24$3K$2K$2K
Total functional expensesLn 25$153K$98K$25K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 21, 2026 $186K$396K−$209K$554K 990 PDF
FY2024Filed with the IRS Mar 25, 2025 $184K$388K−$204K$764K 990 PDF
FY2023Filed with the IRS Apr 12, 2024 $291K$390K−$99K$993K 990 PDF
FY2022Filed with the IRS Mar 11, 2023 $270K$274K−$4K$1.1M 990 PDF
FY2021 ViewingFiled with the IRS Mar 29, 2022 $222K$153K$69K$1.1M 990 PDF
FY2020Filed with the IRS Mar 12, 2021 $178K$133K$45K$1.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $221,993 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $172,099$216,425
I-9 Program service revenuePrior year $432$3,859
I-10 Investment incomePrior year $5,449$1,709
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $177,980$221,993
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 $133,251$152,863
I-18 Total expensesPrior year $133,251$152,863
I-19 Revenue less expensesPrior year $44,729$69,130
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 $221,993 across 10 lines filed
VIII-1b Membership dues$45,942
VIII-1c Fundraising events$20,511
VIII-1e Government grants$15,786
VIII-1f All other contributions, gifts and grants$134,186
VIII-1g Noncash contributions (included above)$17,841
VIII-1h Total contributions, gifts and grants$216,425
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,859$3,859
VIII-3 Investment incomeExcluded from tax $1,709$1,709
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $3,859 · Unrelated business $0 · Excluded from tax $1,709$221,993
Part IX · Statement of functional expenses $152,863 across 11 lines filed
IX-11b Legal feesPrograms $1,863$1,863
IX-11c Accounting feesManagement $1,500$1,500
IX-11g Other fees for servicesPrograms $25,217 · Management $11,585 · Fundraising $22,620$59,422
IX-12 Advertising and promotionPrograms $2,889$2,889
IX-13 Office expensesPrograms $11,474 · Management $10,532 · Fundraising $3,140$25,146
IX-14 Information technologyPrograms $10,196 · Management $330$10,526
IX-16 OccupancyPrograms $2,043$2,043
IX-17 TravelPrograms $55$55
IX-22 Depreciation, depletion and amortizationPrograms $36,422 · Fundraising $3,005$39,427
IX-23 InsurancePrograms $5,615 · Management $994$6,609
IX-24 Other expenses (24a–d)Programs $1,840 · Fundraising $1,543$3,383
IX-25 Total functional expensesPrograms $97,614 · Management $24,941 · Fundraising $30,308$152,863
Part X · Balance sheet $1,095,666 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $186,278$104,909
X-2 Savings and temporary cash investmentsStart of year $363,693$550,006
X-4 Accounts receivableStart of year $8,325$8,848
X-9 Prepaid expenses and deferred chargesStart of year $2,369$4,738
X-10c Land, buildings and equipment, netStart of year $466,592$427,165
X-16 Total assetsStart of year $1,027,257$1,095,666
X-17 Accounts payable and accrued expensesStart of year $2,497$1,776
X-26 Total liabilitiesStart of year $2,497$1,776
X-27 Net assets without donor restrictionsStart of year $930,514$983,185
X-28 Net assets with donor restrictionsStart of year $94,246$110,705
X-32 Total net assets or fund balancesStart of year $1,024,760$1,093,890
X-33 Total liabilities and net assetsStart of year $1,027,257$1,095,666
Part XI · Reconciliation of net assets $1,093,890 net assets at year end
XI-1 Total revenue$221,993
XI-2 Total expenses$152,863
XI-3 Revenue less expenses$69,130
XI-4 Net assets at start of year$1,024,760
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,093,890

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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