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California · Nonprofit

CASA DEL HERRERO

CASA DEL HERRERO (California) receives grants from 48 organizations whose IRS filings report $2,202,261 to it, the largest being ANN JACKSON FAMILY FOUNDATION ($473,500). 31 of them have funded it in more than one year.

Revenue FY2024
$2.4M
Funders on record
48
Grants received
$2.2M
Net assets
$7.7M
31/48 repeat funderspeak grant-dependency 23%
01What it does

What Casa del Herrero does

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.

As stated on its FY2024 Form 990.

Program

  1. 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…

    $820,588 spent$159,658 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $820,588.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($735k) Expenses 100 ($607k) Net assets 100 ($5.6M)2018 Revenue 82 ($604k) Expenses 102 ($621k) Net assets 97 ($5.4M)2019 Revenue 90 ($659k) Expenses 117 ($710k) Net assets 105 ($5.9M)2020 Revenue 129 ($949k) Expenses 102 ($622k) Net assets 115 ($6.4M)2021 Revenue 111 ($813k) Expenses 116 ($707k) Net assets 123 ($6.9M)2022 Revenue 62 ($455k) Expenses 107 ($648k) Net assets 106 ($5.9M)2023 Revenue 98 ($721k) Expenses 162 ($983k) Net assets 112 ($6.2M)2024 Revenue 328 ($2.4M) Expenses 229 ($1.4M) Net assets 138 ($7.7M)
'17'18'19'20'21'22'23'24
Revenue (328)Expenses (229)Net assets (138)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $6.3M to $7.8M (+24%).

$5.6M
$5.4M
$5.9M
$6.4M
$6.9M
$5.9M
$6.3M
$7.8M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 6% · 2021 2%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$128k
’17
−$18k
’18
−$51k
’19
$327k
’20
$106k
’21
−$193k
’22
−$262k
’23
$1.0M
’24
9.0
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Rosie Rafferty

Exec. Director

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed1921201820201718
Joined·+5+3+2+2+3+4+10
No longer listed·3440379
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 14 funders to 19 funders, grant income rose $146k → $161k.

9 of 48 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 17% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of CASA DEL HERRERO’s funders (the co-funder graph). Top 30 of 48 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

CASA DEL HERRERO has a broad base — no single funder exceeds 22% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

22%
largest funder
50%
top three
~9
effective funders

Largest funder’s share by year: 2017 24% · 2018 21% · 2019 24% · 2020 22% · 2021 28% · 2022 29% · 2023 19% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

46% of CASA DEL HERRERO's funders are still giving 3 years after their first grant; 65% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

83% of CASA DEL HERRERO's grant income comes from California funders.

MN
IL
NY
MA
CA
MO
DE
AZ
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $366k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like CASA DEL HERRERO

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

59% of spending goes to programs.

Program 59%Management 31%Fundraising 10%

Governance

17
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

53%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for CASA DEL HERRERO: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CASA DEL HERRERO?
CASA DEL HERRERO (California) receives grants from 48 organizations whose IRS filings report $2,202,261 to it, the largest being ANN JACKSON FAMILY FOUNDATION ($473,500). 31 of them have funded it in more than one year.
How many funders does CASA DEL HERRERO have?
IRS filings report 48 organizations giving $2,202,261 in grants to CASA DEL HERRERO, 31 of which have funded it in more than one year.
Who is the largest funder of CASA DEL HERRERO?
ANN JACKSON FAMILY FOUNDATION is the largest funder on record, with $473,500 in grants. The full list of funders is on this page.
How can an organization like CASA DEL HERRERO find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Casa del Herrero →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 48 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing