Civic Intelligence

Casa Del Herrero

990 • Fiscal year 2017 • EIN 77-0340301

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 26, 2018

Organization ProfileCASADELHERRERO.COM
1387 East Valley RoadSanta Barbara, CA 93108-1202

(805) 565-5653

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$58,610

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

3rd percentile

-23%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$5,621,056

Down $1,633,632 (-23%) from 2016

Net Assets

Down

$5,585,387

Down $1,640,713 (-23%) from 2016

Liabilities

Up

$35,669

Up $7,081 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin76th percentile

Revenue

Up

$734,933

Up $187,897 (+34%) from 2016

Expenses

Up

$607,288

Up $60,365 (+11%) from 2016

Net Income

Up

$127,645

Up $127,532 (+112860%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,669,917Liabilities 2014: $35,9582014Assets 2015: $6,731,001Liabilities 2015: $21,5532015Assets 2016: $7,254,688Liabilities 2016: $28,588Net Assets 2016: $7,226,1002016Assets 2017: $5,621,056Liabilities 2017: $35,669Net Assets 2017: $5,585,3872017Assets 2018: $5,415,426Liabilities 2018: $8,917Net Assets 2018: $5,406,5092018Assets 2019: $5,899,129Liabilities 2019: $12,547Net Assets 2019: $5,886,5822019Assets 2020: $6,426,224Liabilities 2020: $17,244Net Assets 2020: $6,408,9802020Assets 2021: $6,907,545Liabilities 2021: $22,668Net Assets 2021: $6,884,8772021Assets 2022: $5,937,822Liabilities 2022: $33,499Net Assets 2022: $5,904,3232022Assets 2023: $6,289,371Liabilities 2023: $48,990Net Assets 2023: $6,240,3812023Assets 2024: $7,827,700Liabilities 2024: $96,099Net Assets 2024: $7,731,6012024

Highlighted filing

2017

Assets$5,621,056
Liabilities$35,669
Net Assets$5,585,387
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $808,847Expenses 2014: $606,237Net Income 2014: $202,6102014Revenue 2015: $699,266Expenses 2015: $627,724Net Income 2015: $71,5422015Revenue 2016: $547,036Expenses 2016: $546,923Net Income 2016: $1132016Revenue 2017: $734,933Expenses 2017: $607,288Net Income 2017: $127,6452017Revenue 2018: $603,545Expenses 2018: $621,449Net Income 2018: -$17,9042018Revenue 2019: $659,442Expenses 2019: $710,312Net Income 2019: -$50,8702019Revenue 2020: $948,672Expenses 2020: $621,755Net Income 2020: $326,9172020Revenue 2021: $812,569Expenses 2021: $706,922Net Income 2021: $105,6472021Revenue 2022: $454,522Expenses 2022: $647,781Net Income 2022: -$193,2592022Revenue 2023: $720,809Expenses 2023: $982,933Net Income 2023: -$262,1242023Revenue 2024: $2,412,690Expenses 2024: $1,392,949Net Income 2024: $1,019,7412024

Highlighted filing

2017

Revenue$734,933
Expenses$607,288
Net Income$127,645
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 26, 2018
Return Version
2017v2.3
Gross Receipts
$1,538,166
Mission and Program Overview

Mission

Casa del herrero's mission is to maintain, preserve and restore the house, furnishings, gardens and history of the steedman/bass estate for the benefit of the community, visiting public, scholars, educators, and students.

To maintain, preserve and restore the house, furnishings, gardens and history of the steedman/bass estate for the benefit of the community, visiting public, scholars, educators, and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,757,872$2,748,711▼ $2,009,161
Investments in Publicly Traded Securities$2,168,663$2,571,366▲ $402,703
Savings and Temporary Cash Investments$238,223$194,135▼ $44,088
Accounts Receivable$5,350$17,037▲ $11,687
Prepaid Expenses and Deferred Charges$15,509$15,840▲ $331
Inventories for Sale or Use$1,623$7,104▲ $5,481
Cash and Non-Interest-Bearing Accounts$948$363▼ $585
Total Assets$7,254,688$5,621,056▼ $1,633,632
Other Assets Total$66,500$66,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$18,288$27,169▲ $8,881
Other Liabilities$9,400$7,900▼ $1,500
Deferred Revenue$900$600▼ $300
Total Liabilities$28,588$35,669▲ $7,081
Net Assets / Fund Balance
Unrestricted Net Assets$5,765,129$4,096,866▼ $1,668,263
Permanently Rstr Net Assets$1,000,000$1,000,000→ $0
Temporarily Rstr Net Assets$460,971$488,521▲ $27,550
Total Net Assets Fund Balance$7,226,100$5,585,387▼ $1,640,713
Total Liabilities and Net Assets / Fund Balance$7,254,688$5,621,056▼ $1,633,632

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,127,219$2,009,161$3,136,380
Land$1,275,000-$1,275,000
Other Land Buildings$294,110-$294,110
Equipment$52,382-$52,382

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,460,971-▲ $248,582$87,665$1,606,444
2016$1,458,136-▲ $110,940$93,902$1,460,971
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jessica TadeExecutive DirectorFT$58,610$58,610
Laura BridleyInterim Executive DirectorFT$7,570$7,570

Board Members and Trustees

NameTitle
Susan JacksonPresident
Robert E WilliamsVice President
Albert P Hinckley JrTrustee
Annalisa Hinckley SavinTrustee
Bryan GoligoskiTrustee
Cheryl ZieglerTrustee
Elizabeth Storm McgovernTrustee
Emily JonesTrustee
Fran MorrowTrustee
Jane DefnetTrustee
John HallTrustee
Katherine Pharibe WiseTrustee
Kelly Cox BilekTrustee
Meghan StollTrustee
Travis Kranz PhdTrustee
Karen Jones ClarkSecretary
Christopher C HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$415,140
Program Service Revenue
$50,977
Investment Income
$216,340
Other Revenue
$52,476
All Other Contributions
$143,647
Change in Net Assets
$127,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$337,256
Other Expenses$270,032
Total Fundraising Expense$99,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$117,015$41,949$61,819$220,783
Depreciation Depletion$79,172$4,167-$83,339
Current Officers, Directors, Trustees, and Key Employees$27,229$27,229$11,722$66,180
Occupancy$37,188$6,973$2,324$46,485
Office Expenses$1,019$37,429$1,551$39,999
Other Employee Benefits$14,792$5,303$7,815$27,910
Fees for Service Investment Mgmnt Fees-$25,181-$25,181
Fees for Services Accounting-$23,263-$23,263
Payroll Taxes$11,863$4,253$6,267$22,383
Fees for Services Other$3,250$3,865$3,250$10,365
Insurance$3,422$3,411$1,808$8,641
Advertising$3,202-$3,202$6,404
Other Expenses$2,521--$2,521
Conferences and Meetings$1,003--$1,003
All Other Expenses-$716-$716
Total Functional Expenses$323,791$183,739$99,758$607,288
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,535
Fundraising Direct Expenses$63,063
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Event$107,645$32,675$5,772$26,903
Christmas Gala$176,028$29,499$10,275$19,224
Total Events$303,831$64,535$63,063$1,472
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

“Three board members are related and decedents of the steedman family.”

Form 990, Part VI, Section B, Line 11B

“A paper copy of the form 990 is distributed to all board members at the meeting of the board of trustees, and the board votes to approve the form 990 at the meeting.”

Form 990, Part VI, Section B, Line 12C

“Signed statements regarding potential conflicts of interest are required from board members on an annual basis.”

Form 990, Part VI, Section B, Line 15

“The salary of the executive director is set by the board of directors after a review of current comparative data of similar california nonprofits.”

Form 990, Part VI, Section C, Line 19

“The most recent form 990 is available on the website. Governing documents and form 1023 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Del Herrero
EIN
77-0340301
Phone
8055655653
Address
1387 EAST VALLEY ROAD, SANTA BARBARA, CA 93108-1202

Signing Officer

Name
Jessica Tade
Title
Executive Director
Phone
8059691554
Signed
2018-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meghan Stoll
Formed
1993
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
9
Volunteers
86

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
William L Jackson
Phone
8059664157
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period recording of accumulated depreciation -1,925,822.”

Financial Statement Notes

PART III, LINE 4:

“The organization's collections are historically significant artifacts from the "golden age of spain" (15th-16th century), and further the organization's mission to maintain, preserve, and restore the house, furnishings, gardens, and history of the estate for the benefit of the community and others.”

PART V, LINE 4:

“The intended use for the endowment funds will be to carry on the organization's mission statement.”

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IRS990/ActivityOrMissionDesc0TO MAINTAIN, PRESERVE AND RESTORE THE HOUSE, FURNISHINGS, GARDENS AND HISTORY OF THE STEEDMAN/BASS ESTATE FOR THE BENEFIT OF THE COMMUNITY, VISITING PUBLIC, SCHOLARS, EDUCATORS, AND STUDENTS.
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IRS990/Desc0WHEN VISITORS COME TO CASA DEL HERRERO, OR THE "HOUSE OF THE BLACKSMITH," THEY ARE TRANSPORTED BACK TO MONTECITO IN THE 1920S AND 1930S - THE HEYDAY OF THE ORIGINAL OWNER GEORGE FOX STEEDMAN. DESIGNED BY GEORGE WASHINGTON SMITH, THE CASA IS ONE OF THE FINEST EXAMPLES OF SPANISH COLONIAL REVIVAL ARCHITECTURE IN AMERICA. IT IS INCLUDED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND MAINTAINS NATIONAL HISTORIC LANDMARK STATUS IN PART DUE TO ITS ECLECTIC MIX OF COUNTRY PLACE ERA AND MOORISH INSPIRED GARDENS CREATED BY RALPH STEVENS, LOCKWOOD DE FOREST, AND FRANCIS T. UNDERHILL. TODAY, THE 11-ACRE ESTATE OPERATES WITH THE GOAL OF PRESERVING THE HOUSE AND GROUNDS, AS WELL AS THE STEEDMAN FAMILY'S COLLECTION OF FIFTEENTH AND SIXTEENTH-CENTURY FINE AND DECORATIVE ART OBJECTS FROM THE "GOLDEN AGE" OF SPAIN, BOOKS, SKETCHBOOKS, DRAWINGS, AND HORTICULTURAL RECORDS. CASA DEL HERRERO IS PRESERVED AND STEWARDED FOR THE BENEFIT OF THE COMMUNITY.IN A TYPICAL YEAR, CASA DEL HERRERO IS VISITED BY MORE THAN 2,500 PEOPLE, WHICH INCLUDES INDIVIDUALS TAKING THE GUIDED TOUR, SCHOOL CHILDREN, AND LIFELONG LEARNERS. VISITORS ON THE GUIDED TOUR INCLUDE THE MONTECITO AND GREATER SANTA BARBARA COMMUNITIES IN ADDITION TO INDIVIDUALS VISITING FROM THROUGHOUT THE UNITED STATES, AND BEYOND. NINETY MINUTE TOURS ARE AVAILABLE ON WEDNESDAYS AND SATURDAYS AT 10:00 A.M. AND 2:00 P.M., AND REQUIRE ADVANCED RESERVATIONS. CHILDREN HAVE THE BENEFIT OF LEARNING ABOUT THE HISTORY OF THE HOUSE, THE ART COLLECTION, AND GARDEN PLANTS THROUGH SCHOOL FIELD TRIPS WHILE LIFELONG LEARNERS OFTEN COMPRISE GARDEN ENTHUSIASTS AND ARTISANS. EIGHTY-SIX VOLUNTEERS PROVIDE A GREAT BENEFIT GIVING MORE THAN 3,000 HOURS TO SUPPORT CASA NEEDS INCLUDING LEADING THE GUIDED TOURS, AND PROVIDING GARDEN MAINTENANCE. IN ADDITION, FRUIT FROM THE CASA'S EXTENSIVE ORCHARD IS GIVEN TO THE FOODBANK OF SANTA BARBARA COUNTY AS PART OF ITS BACKYARD BOUNTY PROGRAM. WITH MORE THAN 500 POUNDS OF FRUIT GLEANED AT A TIME, THE CASA IS CONTRIBUTING THOUSANDS OF POUNDS OF PRODUCE TO THE ONE IN FOUR INDIVIDUALS EXPERIENCING FOOD INSECURITY THROUGHOUT THE COUNTY.ADDITIONALLY, COMMUNITY OUTREACH WAS PROVIDED THROUGHOUT THE YEAR IN THE FORM OF DONOR ENGAGEMENT, MEMBERSHIP, EVENT INVITATIONS, PUBLICITY AND ADVERTISING, AND COMMUNITY PRESENTATIONS.
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IRS990/Form990PartVIISectionAGrp/PersonNm18JESSICA TADE
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt177570
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1858610
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0239296
IRS990/FundraisingDirectExpensesAmt063063
IRS990/FundraisingGrossIncomeAmt064535
IRS990/GainOrLossGrp/SecuritiesAmt0155224
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0852312
IRS990/GrossReceiptsAmt01538166
IRS990/GrossRentsGrp/RealAmt077506
IRS990/GrossSalesOfInventoryAmt016580
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01808
IRS990/InsuranceGrp/ManagementAndGeneralAmt03411
IRS990/InsuranceGrp/ProgramServicesAmt03422
IRS990/InsuranceGrp/TotalAmt08641
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01623
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07104
IRS990/InvestmentIncomeGrp/ExclusionAmt061116
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061116
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02168663
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02571366
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02009161
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04757872
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02748711
IRS990/LandBldgEquipCostOrOtherBssAmt04757872
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0697088
IRS990/LessRentalExpensesGrp/RealAmt039837
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt032197
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CASA DEL HERRERO'S MISSION IS TO MAINTAIN, PRESERVE AND RESTORE THE HOUSE, FURNISHINGS, GARDENS AND HISTORY OF THE STEEDMAN/BASS ESTATE FOR THE BENEFIT OF THE COMMUNITY, VISITING PUBLIC, SCHOLARS, EDUCATORS, AND STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07226100
IRS990/NetAssetsOrFundBalancesEOYAmt05585387
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0155224
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0155224
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01472
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01472
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013335
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013335
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt037669
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt037669
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0157464
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02324
IRS990/OccupancyGrp/ManagementAndGeneralAmt06973
IRS990/OccupancyGrp/ProgramServicesAmt037188
IRS990/OccupancyGrp/TotalAmt046485
IRS990/OfficeExpensesGrp/FundraisingAmt01551
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037429
IRS990/OfficeExpensesGrp/ProgramServicesAmt01019
IRS990/OfficeExpensesGrp/TotalAmt039999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt066500
IRS990/OtherAssetsTotalGrp/EOYAmt066500
IRS990/OtherChangesInNetAssetsAmt0-1925822
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07815
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05303
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027910
IRS990/OtherExpensesGrp/Desc0GARDEN AND PROPERTY
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc2DOCENT EXPENSE
IRS990/OtherExpensesGrp/Desc3CONSERVATION/ARCHIVES
IRS990/OtherExpensesGrp/ProgramServicesAmt013718
IRS990/OtherExpensesGrp/ProgramServicesAmt15193
IRS990/OtherExpensesGrp/ProgramServicesAmt23204
IRS990/OtherExpensesGrp/ProgramServicesAmt32521
IRS990/OtherExpensesGrp/TotalAmt013718
IRS990/OtherExpensesGrp/TotalAmt15193
IRS990/OtherExpensesGrp/TotalAmt23204
IRS990/OtherExpensesGrp/TotalAmt32521
IRS990/OtherLiabilitiesGrp/BOYAmt09400
IRS990/OtherLiabilitiesGrp/EOYAmt07900
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt061819
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041949
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0117015
IRS990/OtherSalariesAndWagesGrp/TotalAmt0220783
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06267
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04253
IRS990/PayrollTaxesGrp/ProgramServicesAmt011863
IRS990/PayrollTaxesGrp/TotalAmt022383
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01000000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015509
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015840
IRS990/PrincipalOfficerNm0MEGHAN STOLL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS AND PHOTO SHOOTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050977
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0383027
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt067517
IRS990/PYOtherExpensesAmt0198552
IRS990/PYOtherRevenueAmt048104
IRS990/PYProgramServiceRevenueAmt048388
IRS990/PYRevenuesLessExpensesAmt0113
IRS990/PYSalariesCompEmpBnftPaidAmt0348371
IRS990/PYTotalExpensesAmt0546923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0547036
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0127645
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt037669
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt064312
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0238223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0382944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0383027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0358279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0349262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01673514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0139632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0144175
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0726990
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0303702
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt064535
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt073340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0258128

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,621,056
Liabilities
$35,669
Net assets
$5,585,387
Revenue
$734,933
Expenses
$607,288
Net income
$127,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.83$0.10$7.73$2.41$1.39$1.02
2023Summary only. Only limited summary data is available for this year.$6.29$0.05$6.24$0.72$0.98$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.03$5.90$0.45$0.65$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.02$6.88$0.81$0.71$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.02$6.41$0.95$0.62$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.01$5.89$0.66$0.71$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.01$5.41$0.60$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.62$0.04$5.59$0.73$0.61$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$0.03$7.23$0.55$0.55$0.00
2015Summary only. Only limited summary data is available for this year.$6.73$0.02$0.70$0.63$0.07
2014Summary only. Only limited summary data is available for this year.$6.67$0.04$0.81$0.61$0.20