A historic estate, garden, and nature preserve dedicated to sharing stories of california history.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 366 volunteers and 98 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.7M a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.3M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.8M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
27
of 29 voting members
Looks good: 27 of 29 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.9M
+34% vs prior year
Spent
$21.2M
To programs
73%
Net assets
$27.5M
By yearFY2020–FY2024
Revenue
$22.9M
FY2024▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$12.8M
FY2022$14.4M
FY2023$17.0M
FY2024$22.9M
Expenses
$21.2M
FY2024▲ +34%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.9M
FY2021$9.4M
FY2022$12.1M
FY2023$15.9M
FY2024$21.2M
Net assets
$27.5M
FY2024▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$20.9M
FY2021$23.8M
FY2022$23.3M
FY2023$25.3M
FY2024$27.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $15.4M Management & general 20% · $4.3M Fundraising 7% · $1.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

38 people listed on the 990; $2.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$531,066Pt VII · Sec A
CFO (thru 12/30/24)
$307,212Pt VII · Sec A
Chief Operating Officer
$255,182Pt VII · Sec A
Chief Experience Officer
$226,254Pt VII · Sec A
Major Gifts Officer
$191,022Pt VII · Sec A
Chief External Relations Officer
$175,843Pt VII · Sec A
Chief of Staff
$160,052Pt VII · Sec A
Director of People Operations
$154,208Pt VII · Sec A

Kara Newport’s $531K as President & CEO is at the 80th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kara Newport$531,066$382,271$354,603$268,942$281,939
Tony Huey$307,212$60,400———
Alexander Fernandez$255,182$192,940$128,032$117,152$108,535
Davey Barrett$226,254$137,772———
Ayako Fukudome—$211,614$193,076$193,783$170,431
Christopher Hirano$191,022$173,378$163,003——
Susan O'Sullivan$175,843$162,611$132,836$132,258$110,980
Nova Maldonado$160,052————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Filoli Center executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares California history through its estate, garden, and nature.

Questions for Filoli Center

Tap to ask. Filoli Center sees how many people are interested.

Your first name shows with your question. Filoli Center answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $7.9M · in their own filed words · FY2024
01

Visitor Services/Public Engagement

Filoli welcomes over 500,000 visitors annually and has 25,000 members as of end of 2024. Visitors can explore on a self-guided tour of the estate natural areas, and gardens and learn through interpretive information about how filoli represents many important aspects of california history.

$3.4Mprogram expense
02

Preservation/Gardens

Preservation work encompasses the 54,000 SQ. FT. Modified georgian estate house, 16 acres of formal gardens, historic fully functional greenhouses, and a number of outbuildings and STRUCTURES.FILOLI is operated today as a public garden, cultural center, and museum.

$3.0Mprogram expense
03

Clock Tower Shop

Filoli's clock tower shop offers visitors access to the historical clock tower building, which served as the garage and service courtyard when filoli was a personal residence. The clock tower shop sells products that enhance the visitor experience, made from filoli's garden and orchards.

$1.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$20K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$22.9M
Ln 12
Fees for servicesLn 2g$15.5M
Gifts and grantsLn 1h$4.5M
Other incomeLn 4–11$1.9M
Money outPt IX
$21.2M
Ln 25
Programscol B$15.4M
Managementcol C$4.3M
Fundraisingcol D$1.5M
Owns and owesPt X
$27.5M
net assets · Ln 32
Cash and savingsLn 1–2$10.5M
Total assetsLn 16$31.2M
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
38
listed · VII A
PaidVII A10
Voting boardVI 1a29
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.5M
Noncash giftsLn 1g$154K
Fundraising eventsLn 1c$287K
Fees for servicesLn 2g$15.5M
Investment incomeLn 3$1.1M
Other incomeLn 4–11$1.9M
Gains on assetsLn 7$71K
Total revenueLn 12$22.9M
Assets in detailPt X, end of year
CashLn 1$8.4M
SavingsLn 2$2.1M
Cash and savings togetherLn 1–2$10.5M
InvestmentsLn 11–13$8.1M
Land, buildings, equipmentLn 10c$8.6M
Other assetsLn 15$326K
Total assetsLn 16$31.2M
LiabilitiesLn 26$3.8M
Net assetsLn 32$27.5M
OperationsPt I, VI
EmployeesI 598
VolunteersI 6366
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$11.1M$10.5M
InvestmentsLn 11–13$8.7M$8.1M
Land, buildings, equipmentLn 10c$7.6M$8.6M
Total assetsLn 16$28.5M$31.2M
LiabilitiesLn 26$3.1M$3.8M
Net assetsLn 32$25.3M$27.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.9M$929K$725K$291K
Other salaries and wagesLn 7$7.7M$6.2M$977K$523K
Pension plan contributionsLn 8$351K$231K$84K$36K
Other employee benefitsLn 9$543K$507K$6K$30K
Payroll taxesLn 10$713K$548K$106K$59K
Legal feesLn 11b$31K$31K
Accounting feesLn 11c$47K$47K
Lobbying feesLn 11d$75K$75K
Professional fundraising feesLn 11e$153K$153K
Other fees for servicesLn 11g$1.0M$659K$239K$109K
Advertising and promotionLn 12$1.5M$197K$1.3M$46K
Office expensesLn 13$114K$42K$60K$12K
Information technologyLn 14$541K$417K$81K$44K
OccupancyLn 16$2.1M$1.8M$228K$61K
TravelLn 17$138K$105K$24K$8K
Conferences, conventions and meetingsLn 19$167K$100K$51K$16K
Depreciation, depletion and amortizationLn 22$688K$585K$103K
InsuranceLn 23$235K$176K$54K$6K
Other expenses (24a–d)Ln 24$2.9M$2.7M$109K$57K
All other expensesLn 24e$207K$91K$54K$62K
Total functional expensesLn 25$21.2M$15.4M$4.3M$1.5M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $22.9M$21.2M$1.7M$27.5M 990 PDF
FY2023 $17.0M$15.9M$1.2M$25.3M 990 PDF
FY2022 $14.4M$12.1M$2.4M$23.3M 990 PDF
FY2021 $12.8M$9.4M$3.4M$23.8M 990 PDF
FY2020 $6.5M$6.9M−$337K$20.9M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $22,915,287 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,933,673$4,481,220
I-9 Program service revenuePrior year $12,448,621$15,454,203
I-10 Investment incomePrior year $584,923$1,129,085
I-11 Other revenuePrior year $2,078,317$1,850,779
I-12 Total revenuePrior year $17,045,534$22,915,287
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,529,436$11,287,029
I-16a Professional fundraising feesPrior year $380,148$152,513
I-17 Other expensesPrior year $6,982,525$9,795,700
I-18 Total expensesPrior year $15,892,109$21,235,242
I-19 Revenue less expensesPrior year $1,153,425$1,680,045
Part VI · Governance 27 of 29 board members independent, no flags
VI-1a Voting members of the governing body29
VI-1b Independent voting members27
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $22,915,287 across 11 lines filed
Lines not itemized here account for $1,790,592 of total revenue; see the IRS return.
VIII-1c Fundraising events$286,926
VIII-1f All other contributions, gifts and grants$4,194,294
VIII-1g Noncash contributions (included above)$154,212
VIII-1h Total contributions, gifts and grants$4,481,220
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,454,203$15,454,203
VIII-3 Investment incomeExcluded from tax $1,057,816$1,057,816
VIII-6 Net rental income or lossExcluded from tax $109,259$109,259
VIII-7 Net gain or loss on sales of assetsExcluded from tax $71,269$71,269
VIII-8 Net income from fundraising eventsExcluded from tax −$135,137−$135,137
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $86,065$86,065
VIII-12 Total revenueRelated to mission $17,330,860 · Unrelated business $0 · Excluded from tax $1,103,207$22,915,287
Part IX · Statement of functional expenses $21,235,242 across 20 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $928,620 · Management $724,885 · Fundraising $290,894$1,944,399
IX-7 Other salaries and wagesPrograms $6,236,018 · Management $976,814 · Fundraising $523,019$7,735,851
IX-8 Pension plan contributionsPrograms $230,755 · Management $83,523 · Fundraising $36,451$350,729
IX-9 Other employee benefitsPrograms $507,392 · Management $5,676 · Fundraising $29,591$542,659
IX-10 Payroll taxesPrograms $547,616 · Management $106,358 · Fundraising $59,417$713,391
IX-11b Legal feesManagement $30,836$30,836
IX-11c Accounting feesManagement $47,400$47,400
IX-11d Lobbying feesPrograms $75,000$75,000
IX-11e Professional fundraising feesFundraising $152,513$152,513
IX-11g Other fees for servicesPrograms $658,634 · Management $238,795 · Fundraising $109,071$1,006,500
IX-12 Advertising and promotionPrograms $197,109 · Management $1,302,429 · Fundraising $46,322$1,545,860
IX-13 Office expensesPrograms $41,824 · Management $59,723 · Fundraising $12,211$113,758
IX-14 Information technologyPrograms $416,838 · Management $81,002 · Fundraising $43,653$541,493
IX-16 OccupancyPrograms $1,797,610 · Management $228,166 · Fundraising $60,726$2,086,502
IX-17 TravelPrograms $105,022 · Management $24,072 · Fundraising $8,475$137,569
IX-19 Conferences, conventions and meetingsPrograms $100,170 · Management $51,338 · Fundraising $15,577$167,085
IX-22 Depreciation, depletion and amortizationPrograms $584,806 · Management $103,201$688,007
IX-23 InsurancePrograms $175,801 · Management $53,757 · Fundraising $5,915$235,473
IX-24 Other expenses (24a–d)Programs $2,746,237 · Management $109,180 · Fundraising $57,343$2,912,760
IX-24e All other expensesPrograms $91,309 · Management $54,094 · Fundraising $62,054$207,457
IX-25 Total functional expensesPrograms $15,440,761 · Management $4,281,249 · Fundraising $1,513,232$21,235,242
Part X · Balance sheet $31,234,386 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $6,205,382$8,396,338
X-2 Savings and temporary cash investmentsStart of year $4,917,347$2,100,794
X-3 Pledges and grants receivableStart of year $0$2,121,702
X-4 Accounts receivableStart of year $233,314$284,457
X-8 Inventories for sale or useStart of year $359,468$577,510
X-9 Prepaid expenses and deferred chargesStart of year $468,951$684,139
X-10c Land, buildings and equipment, netStart of year $7,555,215$8,628,705
X-11 Publicly traded securitiesStart of year $8,661,520$8,114,976
X-15 Other assetsStart of year $84,666$325,765
X-16 Total assetsStart of year $28,485,863$31,234,386
X-17 Accounts payable and accrued expensesStart of year $2,204,603$2,890,138
X-19 Deferred revenueStart of year $937,813$894,015
X-26 Total liabilitiesStart of year $3,142,416$3,784,153
X-27 Net assets without donor restrictionsStart of year $24,397,382$24,192,584
X-28 Net assets with donor restrictionsStart of year $946,065$3,257,649
X-32 Total net assets or fund balancesStart of year $25,343,447$27,450,233
X-33 Total liabilities and net assetsStart of year $28,485,863$31,234,386
Part XI · Reconciliation of net assets $27,450,233 net assets at year end
XI-1 Total revenue$22,915,287
XI-2 Total expenses$21,235,242
XI-3 Revenue less expenses$1,680,045
XI-4 Net assets at start of year$25,343,447
XI-5 Net unrealized gains (losses) on investments$426,741
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$27,450,233

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.