PLATINUM2023

The Foundation at Hearst Castle

an experience like no other

aka Friends of Hearst Castle   |   SAN SIMEON, CA   |  https://foundationathearstcastle.com/

Mission

The Foundation at Hearst Castle’s mission is to support the conservation and restoration of Hearst Castle, and to offer youth programs for underserved school students (title One) — to enhance the appreciation of the art and architecture of this world-class museum and monument, ultimately enriching the visitor experience and inspiring future generations of visionaries. The Foundation at Hearst Castle is a 501(c)(3) nonprofit association affiliated with Hearst San Simeon State Historical Monument® and the San Luis Obispo Coast District of California State Parks. EIN 77-0068533.

Ruling year info

1986

Executive Director

Mitch Massey

Main address

700 HEARST CASTLE RD

SAN SIMEON, CA 93452 USA

Show more contact info

Formerly known as

Friends of Hearst Castle

EIN

77-0068533

NTEE code info

Arts, Cultural Organizations - Multipurpose (A20)

Professional Societies, Associations (K03)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

STEAM Program at Hearst Castle

The Foundation strives to give California middle school students from underrepresented communities an inspirational environment in which they can imagine the opportunity to realize their own dreams through the knowledge of STEAM and first-hand experience of jobs associated with the curriculum. Hearst Castle provides such and environment.

Pioneering architect Julia Morgan—born January 20, 1872 in San Francisco, California, U.S. and died February 2, 1957—built Hearst Castle with the most advanced construction methods of her time. In spite of its Old World sensibility, the variety of disciplines required to construct this great treasure of California proves contemporary even in today’s world. The goal of the Foundation is to enlighten and challenge each student to assess his or her strengths, and to open their eyes to new possibilities, opportunities, and careers.

The pilot program provides participating schools and organizations with tools to sharpen and refine each student’s unique aptitudes through the tangible applications of STEAM subjects, sparking interest and connection to Hearst Castle forever.

Population(s) Served
At-risk youth

The lack of a full-time conservation staff hinders a coherent strategy to address the critical and immediate restoration needs of Hearst Castle.

The Castle’s 25,000 works of fine and decorative art need attention so that they can continue to inspire, educate, and delight more than 700,000 visitors expected each year at Hearst Castle. The Foundation at Hearst Castle has undertaken a number of conservation projects since its inception to treat some of the most important works of art, such as the 15th-century ceiling from Barbastro (northeastern Spain) in the Billiard Room of Casa Grande to the massive restoration and completion of the iconic Neptune Pool.

The collections have been enjoyed by millions of visitors, who have marveled at their beauty and historical importance; however, many of these works of art need extensive conservation so their original significance will continue to be appreciated. A major challenge is that all conservators for Hearst Castle’s collection work on contracts. Given San Simeon’s remote location, the cost of lodging and other associated expenses escalate the cost of each treatment. Consequently, planning and prioritizing the work depends more on which conservator is available, instead of what the Museum Director deems most important.

The Foundation at Hearst Castle and California State Parks believe that full-time conservators would provide Hearst Castle with more stable programming and long-term talent. Much like artists-in-residence, the conservators would provide year-round service to the Castle, assist with training technical staff and guides, and encourage local students to consider careers in conservation.

The museum would benefit from a team of full-time conservators, working continuously, to allow long-term planning, increase the efficiency of work, and achieve greater efficacy of funds provided by donors and partners, thereby ensuring the completion of treatments in a timely and consistent way.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of parents, community members, and non-teaching staff helping to set goals for the school

This metric is no longer tracked.
Totals By Year
Related Program

STEAM Program at Hearst Castle

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Our goal is to serve youth in grades 4-6th but we also will develop historical learning for any youth up through 12th grade.

Number of lessons taught

This metric is no longer tracked.
Totals By Year
Related Program

STEAM Program at Hearst Castle

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Number of children who have access to education

This metric is no longer tracked.
Totals By Year
Related Program

STEAM Program at Hearst Castle

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Number of Individualized Education Programs (IEPs) developed

This metric is no longer tracked.
Totals By Year
Related Program

STEAM Program at Hearst Castle

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Average number of years of formal education for teachers/instructors

This metric is no longer tracked.
Totals By Year
Related Program

STEAM Program at Hearst Castle

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We will position our foundation into three areas of focus:
1. Local (which will be made up of San Luis Obispo County)
2. Regional (made up of Monterey, Santa Barbara,Kern/Kings County)
3. State/National (everything else)
The plan for each area of focus will be to have donor bases that represent each tier. Each area will
also have a community outreach component that represents our mission for STEAM,
schools-programs and arts associations.
Here are our membership goals for each tier
Local
● 50 $500 memberships = $25,000
● 20 $1,000 memberships= $20,000
● 5 $1500 memberships = $7500
● 5 $2500 Memberships = $12,500
● 5 $5,000 memberships = $25,000
● 5 school/program tours $7,000 each = $35,000
● 5 grants to total $25,000
$150,000 to achieve locally
Regional
● 20 $500 memberships = $10,000
● 10 $1,000 Memberships = $10,000
● 5 $1500 memberships = $7500
● 5 $2500 Memberships = $12,500
● 5 $5,000 memberships = $25,000
● 10 school/program tour = $70,000
● 5 grants to total $50,000
$210,000 to achieve regionally
State/National
● 20 $500 memberships = $10,000
● 20 $1000 membership = $ $20,000
● 10 $1500 Memberships = $15,000
● 10 $2500 membership = $25,000
● 10 $5,000 memberships = $50,000
● 5 school/program tours $35,000
● 5 grants to total $100,000
$255,000 to achieve state/nationally

Educationally we want to achieve 12-15 school visits from programs/schools throughout the state that represent Title One schools. Our goal is to touch the lives through education (STEAM program) to representing one thousand plus youth ages 4-6th grade.

The ultimate goal is to [position the history of Hearst Castle into the curriculum of state, U.S .and World history since its history touches on each in historical culture.

The 2023 goal is to garner $615,000 to reflect membership/grants
How do we get there?
A big part of this is to build a "Refer a friend program" with each one of our present members. It's
the Foundations responsibility to try and achieve 70 percent of all those who attend our events
become members which will take TEAMwork
Also to reinvest into marketing to all past potential members and supporters since 2015. Our invite
for all members is to get a three year commitment on any level they choose.
Each year for the next three years we will look to build upon this by 15-20
percent.
Events that include pool swims and Dinners all have the ability to raise $480,000 total which is the
in kind donation from the state which we need to show as donations received.
Twilight event
In 2022 it raised $80,000 plus. Taking the approach in 2023 to underwrite the costs via sponsorships
($25,000 our costs) we will be able to set a goal of raising $150,000.
We would like to achieve $50,000 bumps each year for the next three years so by 2025 this is a
quarter million dollar event.
I'd like to suggest we use this event to represent the public's support for the Foundations
operational costs, mostly salaries .
New for 2023 as a pilot yearly fundraising event.
We will be using one of our dinner events which the state gives us in kind to let a special guest use
the outdoor area above the pool for a special dinner for 50 and a pool swim( if they choose to
include it) these tickets will be priced at $10-15 thousand a couple where our net proceeds will bring
us $250,000 on the very top end. On the low end it will be $150. The Baggetts, former board
member, who own AOC Winery in Napa and Tolosa in SLO
Arts
We will have in place four unique restoration projects a year which our fundraising will target. All
attainable and earmarked for in our donation strategy and marketing.
Each will have a cost anywhere from 2500 to $10,000 Once we accomplish the funding for one
project another one will be added fitting within the same price structure. We at all times will have 4
projects to support for years to come.
The information on these projects will be shared before months end as we prepare them for our
website and social media channels.
Marketing
We will represent two stories a week on our social media platforms. This will highlight our donors,
education about the castle, Did you know? Facts about the castle and Hearst. Stories of human
interest. Everything we do will have an “ASK” associated with it.
We will do touchpoint marketing where our donors and prospective donors will be engaged with us
4-6 times a year through the aforementioned topics.
We will have our board members send out 3-4 times a year to their contact
base(Facebook,Instagram or Twitter) a story about the castle while also seeking donor involvement.
We will become video centered in our storytelling approach. For example, “Did You Know?” will have
kind of a Jeopardy them.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

The Foundation at Hearst Castle
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

The Foundation at Hearst Castle

Board of directors
as of 09/25/2023
SOURCE: Self-reported by organization
Board chair

Abe Marquez

Abe Marquez

President

Schuyler Hoversten

Vice President

Rick Wolfe

CFO

Evelyn Plemons

Treasuer

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 1/18/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 01/18/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.