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.
69¢ of each $1 spent went to programs.
$94K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · 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
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$94K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 11.7 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
$9K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$184K
-37% vs prior year
Spent
$388K
To programs
69%
Net assets
$764K
By yearFY2020–FY2025
Revenue
$184K
FY2024▼ -37%
Tap a bar for its year
Revenue by fiscal year
FY2020$178K
FY2021$222K
FY2022$270K
FY2023$291K
FY2024$184K
FY2025$186K
Expenses
$388K
FY2024-0.5%
Tap a bar for its year
Expenses by fiscal year
FY2020$133K
FY2021$153K
FY2022$274K
FY2023$390K
FY2024$388K
FY2025$396K
Net assets
$764K
FY2024▼ -23%
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 FY2024 Form 990 · see the original

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You’re viewing the FY2024 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

69 cents of each dollar spent went to programs.

Program services 69% · $267K Management & general 10% · $37K Fundraising 22% · $84K

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

16 people listed on the 990; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$94,500Pt VII · Sec A
Director
$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 · $267K · in their own filed words · FY2024
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…

$267Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$184K
Ln 12
Gifts and grantsLn 1h$163K
Investment incomeLn 3$16K
Fees for servicesLn 2g$4K
Money outPt IX
$388K
Ln 25
Programscol B$267K
Managementcol C$37K
Fundraisingcol D$84K
Owns and owesPt X
$764K
net assets · Ln 32
Cash and savingsLn 1–2$378K
Total assetsLn 16$773K
LiabilitiesLn 26$9K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$163K
Government grantsLn 1e$42K
Fees for servicesLn 2g$4K
Investment incomeLn 3$16K
Total revenueLn 12$184K
Assets in detailPt X, end of year
CashLn 1$82K
SavingsLn 2$296K
Cash and savings togetherLn 1–2$378K
Land, buildings, equipmentLn 10c$376K
Total assetsLn 16$773K
LiabilitiesLn 26$9K
Net assetsLn 32$764K
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 FY24End FY24
Cash and savingsLn 1–2$544K$378K
Land, buildings, equipmentLn 10c$412K$376K
Total assetsLn 16$1.0M$773K
LiabilitiesLn 26$13K$9K
Net assetsLn 32$993K$764K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$94K$51K$11K$32K
Other salaries and wagesLn 7$111K$60K$13K$38K
Payroll taxesLn 10$18K$10K$2K$6K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$32K$29K$286$2K
Office expensesLn 13$35K$29K$5K$746
Information technologyLn 14$16K$13K$448$3K
OccupancyLn 16$7K$7K
TravelLn 17$2K$2K$407
Depreciation, depletion and amortizationLn 22$41K$39K$2K
InsuranceLn 23$9K$6K$2K
Other expenses (24a–d)Ln 24$19K$19K$179
Total functional expensesLn 25$388K$267K$37K$84K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $186K$396K−$209K$554K 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $183,514 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $264,117$163,378
I-9 Program service revenuePrior year $15,581$3,663
I-10 Investment incomePrior year $11,534$16,473
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $291,232$183,514
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 $217,877$223,420
I-16a Professional fundraising feesPrior year $8,005$0
I-17 Other expensesPrior year $163,866$164,541
I-18 Total expensesPrior year $389,748$387,961
I-19 Revenue less expensesPrior year −$98,516−$204,447
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $183,514 across 7 lines filed
VIII-1b Membership dues$36,252
VIII-1e Government grants$41,853
VIII-1f All other contributions, gifts and grants$85,273
VIII-1h Total contributions, gifts and grants$163,378
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,663$3,663
VIII-3 Investment incomeExcluded from tax $16,473$16,473
VIII-12 Total revenueRelated to mission $3,663 · Unrelated business $0 · Excluded from tax $16,473$183,514
Part IX · Statement of functional expenses $387,961 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $51,017 · Management $11,298 · Fundraising $32,185$94,500
IX-7 Other salaries and wagesPrograms $59,930 · Management $13,273 · Fundraising $37,810$111,013
IX-10 Payroll taxesPrograms $9,647 · Management $2,195 · Fundraising $6,065$17,907
IX-11b Legal feesPrograms $1,425$1,425
IX-11c Accounting feesManagement $2,507$2,507
IX-11g Other fees for servicesPrograms $29,395 · Management $286 · Fundraising $2,086$31,767
IX-13 Office expensesPrograms $29,029 · Management $4,801 · Fundraising $746$34,576
IX-14 Information technologyPrograms $13,133 · Management $448 · Fundraising $2,823$16,404
IX-16 OccupancyPrograms $6,868$6,868
IX-17 TravelPrograms $2,070 · Fundraising $407$2,477
IX-22 Depreciation, depletion and amortizationPrograms $38,614 · Fundraising $2,083$40,697
IX-23 InsurancePrograms $6,461 · Management $2,079$8,540
IX-24 Other expenses (24a–d)Programs $19,101 · Fundraising $179$19,280
IX-25 Total functional expensesPrograms $266,690 · Management $36,887 · Fundraising $84,384$387,961
Part X · Balance sheet $772,999 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $36,741$82,237
X-2 Savings and temporary cash investmentsStart of year $507,326$295,782
X-3 Pledges and grants receivableStart of year $39,383$16,251
X-9 Prepaid expenses and deferred chargesStart of year $2,601$2,630
X-10c Land, buildings and equipment, netStart of year $412,271$376,099
X-16 Total assetsStart of year $1,005,822$772,999
X-17 Accounts payable and accrued expensesStart of year $12,686$9,310
X-26 Total liabilitiesStart of year $12,686$9,310
X-27 Net assets without donor restrictionsStart of year $940,830$712,172
X-28 Net assets with donor restrictionsStart of year $52,306$51,517
X-32 Total net assets or fund balancesStart of year $993,136$763,689
X-33 Total liabilities and net assetsStart of year $1,005,822$772,999
Part XI · Reconciliation of net assets $763,689 net assets at year end
XI-1 Total revenue$183,514
XI-2 Total expenses$387,961
XI-3 Revenue less expenses−$204,447
XI-4 Net assets at start of year$993,136
XI-8 Prior period adjustments−$25,000
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$763,689

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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