Nonprofit · EIN 77-0340301
CASA DEL HERRERO
Tax-exempt · SANTA BARBARA, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,412,690 | $1,392,949 | $1,019,741 | $7,827,700 | $96,099 | $7,731,601 |
| December 31, 2023 | 990 | $720,809 | $982,933 | -$262,124 | $6,289,371 | $48,990 | $6,240,381 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,042,436
- Membership dues
- $40,304
- Program service revenue
- $159,658
- Investment income
- $126,062
- Net rental income
- $56,565
- Net gain from sales of assets
- $61,114
- Net income from fundraising events
- $27,969
- Other revenue
- $84,534
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $109,626
- Other salaries and wages
- $682,241
- Salaries, compensation and benefits (total)
- $970,727
- Professional fundraising fees
- $0
- Accounting fees
- $25,303
- Occupancy
- $140,344
- Depreciation
- $111,065
- Program services (functional)
- $820,588
- Management and general (functional)
- $435,594
- Fundraising (functional)
- $136,767
Balance sheet and other
- Total assets, start of year
- $6,289,371
- Total assets, end of year
- $7,827,700
- Total liabilities, end of year
- $96,099
- Net assets, end of year
- $7,731,601
- Land, buildings and equipment
- $3,765,632
- Publicly traded securities
- $2,706,363
- Net assets without donor restrictions
- $7,527,745
- Net assets with donor restrictions
- $203,856
- Gross receipts
- $4,925,791
- Employees
- 15
- Volunteers
- 96
- Year formed
- 1993
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSIE RAFFERTY | EXEC. DIRECTOR | 40 | $109,626 |
| SUSAN BUDINGER | Trustee Trustee or director | 1 | $0 |
| ELIZABETH ESREY | President Trustee or director, Officer | 1 | $0 |
| MARTY MCDERMUT | Treasurer Trustee or director, Officer | 5 | $0 |
| CAROLYN WILLIAMS | Trustee Trustee or director | 1 | $0 |
| JAMI VOULGARIS | Trustee Trustee or director | 1 | $0 |
| HEATHER BILES | Trustee Trustee or director | 2.5 | $0 |
| ISABEL WENDT | Vice President Trustee or director, Officer | 1 | $0 |
| ALBERT P HINCKLEY JR | Trustee Trustee or director | 1 | $0 |
| MILES HARTFELD | Trustee Trustee or director | 1 | $0 |
| MARI MCALISTER | Secretary Trustee or director, Officer | 1 | $0 |
| KEVIN O'TOOLE | Trustee Trustee or director | 1 | $0 |
| MONICA SAFAPOUR | Trustee Trustee or director | 1 | $0 |
| JENNA REICHENTAL | Trustee Trustee or director | 2 | $0 |
| ANNALISA HINCKLEY SAVIN | Trustee Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE PHARIBE WISE | Trustee Trustee or director | 1 | $0 |
| NATHAN VONK | Trustee Trustee or director | 1 | $0 |
| MARC GELINAS | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSIE RAFFERTY | EXEC. DIRECTOR | 40 | $74,172 |
| VIJA HODOSY | EXEC. DIRECTOR | 40 | $39,442 |
| GEORGE S BASS | HonoraryTrustee Trustee or director | 1 | $0 |
| KAREN JONES CLARK | Trustee Trustee or director | 1 | $0 |
| GARY BRADHERING | Treasurer Trustee or director, Officer | 5 | $0 |
| CAROLYN WILLIAMS | Trustee Trustee or director | 1 | $0 |
| HEATHER BILES | President Trustee or director, Officer | 2.5 | $0 |
| ALBERT P HINCKLEY JR | Trustee Trustee or director | 1 | $0 |
| EMILY JONES | Trustee Trustee or director | 1 | $0 |
| MARI MCALISTER | Secretary Trustee or director, Officer | 1 | $0 |
| JANET MCCANN | Trustee Trustee or director | 1 | $0 |
| ELIZABETH STORM MCGOVERN | Governance Trustee or director, Officer | 1 | $0 |
| FRAN MORROW PHD | Trustee Trustee or director | 2 | $0 |
| ANNALISA HINCKLEY SAVIN | Trustee Trustee or director | 1 | $0 |
| KATHERINE PHARIBE WISE | Trustee Trustee or director | 1 | $0 |
| CAROL LINN | Vice President Trustee or director, Officer | 1 | $0 |
| MARC GELINAS | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1387 E VALLEY RD, SANTA BARBARA, CA 93108-1202
- Principal officer (990 for 2024)
- MARTY MCDERMUT, 1387 EAST VALLEY ROAD, SANTA BARBARA, CA 931081202
- Signed the 990
- MARTY MCDERMUT, Treasurer
- Phone
- (805) 565-5653
- Website
- CASADELHERRERO.COM
- Return prepared by
- SOARES SANDALL BERNACCHI PETROVICH
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0340301 or by the name CASA DEL HERRERO.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- WHEN VISITORS COME TO CASA DEL HERRERO, OR THE "HOUSE OF THE BLACKSMITH", THEY ARE TRANSPORTED BACK TO MONTECITO IN THE 1920'S AND 1930'S - 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 INLCUDED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND MAINTAINS NATIONAL HISTORIC LANDMARK STATUS IN PART DUE TO ITS ECLECTIC MIX OF COUNTRY PLACE ARA 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 STEEMAN 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 INLCUDE THE MONTECITO AND GREATER SANTA BARARA COMMUNITIES IN ADDITION TO THE 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 LEARNINGS ABOUT THE HISTORY OF THE HOUSE, THE ART COLLECTION, AND GARDEN PLANTS THROUGH SCHOOL FIELD TRIPS WHILE LIFELONG LEARNERS ARE OFTEN COMPRISED OF GARDEN ENTHUSASITS AND ARTISANS. TWENTY-ONE VOLUNTEERS PROVIDE A GREAT BENEFIT GIVING MORE THAN 1,000 HOURS TO SUPPORT CASA'S NEEDS INCLUDING LEADING THE GUIDED TOURS, AND PROVDING GARDEN MAINTENANCE. IN ADDIITON, 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 INDVIDUALS EXPERIENCING FOOD INSECURITY THROUGHOUT SANTA BARBARA COUNTY.ADDITIONALLY, COMMUNITY OUTREACH WAS PROVIDED THROUGH THE YEAR IN THE FORM OF DONOR ENGAGEMENT, MEMBERSHIP, EVENT INVITATIONS, PUBLICITY AND ADVERTISING, AND COMMUNITY PRESENTATIONS.Expenses $820,588 · revenue $159,658
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0340301
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,827,700
- Income (IRS master file)
- $4,925,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,412,690 | $1,392,949 | $7,827,700 | XML |
| 990 | December 2023 | $720,809 | $982,933 | $6,289,371 | XML |
| 990 | December 2022 | $454,522 | $647,781 | $5,937,822 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0340301).
Questions about CASA DEL HERRERO
- What is the EIN of CASA DEL HERRERO?
- The employer identification number (EIN) of CASA DEL HERRERO is 77-0340301.
- Is CASA DEL HERRERO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CASA DEL HERRERO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA DEL HERRERO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASA DEL HERRERO due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA DEL HERRERO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CASA DEL HERRERO?
- The 990 for the year ended December 31, 2024 names MARTY MCDERMUT.
- Who are the officers and directors of CASA DEL HERRERO?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $109,626 (ROSIE RAFFERTY, EXEC. DIRECTOR).
- How much revenue does CASA DEL HERRERO have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,412,690, expenses of $1,392,949 and total assets of $7,827,700 at year end.
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