SANTA MONICA CONSERVANCY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MARIO FONDA-BONARDI

Phone

3104963146

Tax Period

2025-01-01 to 2025-12-31

SANTA MONICA CONSERVANCY, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $186K in total revenue in fiscal year 2025. Expenses of $396K exceeded revenue, resulting in a 113% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $238,590 Revenue: $1,356

THE CONSERVANCY DEVELOPS AND IMPLEMENTS EDUCATIONAL PROGRAMS INCLUDING A WEEKLY HISTORIC WALKING TOUR OF DOWNTOWN SANTA MONICA, THE ANNENBERG COMMUNITY BEACH HOUSE, THE FORMER HOME OF WILLIAM RANDOLF HEARST AND ACTRESS MARION DAVIES, AND AN ANNUAL ARCHITECTURAL TOUR. THE CONSERVANCY ALSO OPERATES A PRESERVATION RESOURCE CENTER IN A HISTORIC SHOTGUN HOUSE, WHERE VISITORS CAN LEARN ABUT HISTORIC PRESERVATION AND THE HISTORY OF SANTA MONICA., AND WHERE RESIDENTS SEEKING TO PRESERVE THE CITY'S HISTORIC BUILDINGS MAY RECEIVE ASSISTANCE. THE CONSERVANCY ALSO RECOGNIZES EXAMPLES OF HERITAGE PRESERVATION EACH YEAR AT THE PRESERVATION AWARDS COMMUNITY EVENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $174,991

Program Service Revenue $1,356

Investment Income $9,769

Other Revenue $0

TOTAL REVENUE $186,116

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,810

Fundraising Expenses $110,710

Program Expenses $238,590

Other Expenses $163,800

TOTAL EXPENSES $395,610

Year-over-Year Comparison

	2025	2024	Change
Revenue	$186,116	$183,514	+0.0%
Expenses	$395,610	$387,961	+0.0%
Net Income	$-209,494	$-204,447	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$92,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH MEISTER	TREASURER	10.00	Officer Director	$0	$0	$0
DAVID KAPLAN	DIRECTOR	1.50	Director	$0	$0	$0
MARIO FONDA-BONARDI	PRESIDENT	7.00	Officer Director	$0	$0	$0
NINA FRESCO	DIRECTOR	10.00	Director	$0	$0	$0
SHARON REYES	DIRECTOR	2.00	Director	$0	$0	$0
RUTHANN LEHRER	DIRECTOR	8.00	Director	$0	$0	$0
CAROL LEMLEIN	DIRECTOR	8.00	Director	$0	$0	$0
CATHERINE CONKLE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN EDWARDS	DIRECTOR	1.50	Director	$0	$0	$0
ALEC NEDELMAN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KAREN GINSBURG	DIRECTOR	3.00	Director	$0	$0	$0
MORGAN SYKES JAYBUSH	SECRETARY	10.00	Officer Director	$0	$0	$0
ALBIN GIELICZ	DIRECTOR	1.00	Director	$0	$0	$0
KAITLIN DRISKO	EXECUTIVE DIRECTOR	26.50	Officer	$92,000	$0	$92,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$186,116	$395,610	$571,288	$-209,494
2024	$183,514	$387,961	$772,999	$-204,447
2023	$291,232	$389,748	$1,005,822	$-98,516
2022	$270,235	$274,294	$1,094,156	$-4,059
2021	$221,993	$152,863	$1,095,666	$69,130
2020	$177,980	$133,251	$1,027,257	$44,729
2019	$170,931	$170,920	$983,037	$11
2018	$205,238	$148,289	$985,707	$56,949