MONTECITO RETIREMENT ASSOCIATION

As filed

Subsection

03

NTEE code

P750

Classification

1000

Street

300 HOT SPRINGS RD SUITE 300

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• CASA DORINDA PROVIDES THREE LEVELS OF CARE AND SERVICE TO ITS RESIDENTS. THE MEDICAL CENTER PROVIDES NURSING SERVICES IN ITS 52-BED SKILLED NURSING FACILITY. IN 2024, THE MEDICAL CENTER SERVED AN AVERAGE OF 34 RESIDENTS PER DAY, 10 ON A TEMPORARY BASIS AND 24 REQUIRING PERMANENT CARE. AN AVERAGE OF 34 RESIDENTS RECEIVED ASSISTANCE WITH DAILY LIVING ACTIVITIES IN THE PERSONAL AND MEMORY CARE BUILDING. IN RESIDENTIAL LIVING, APPROXIMATELY 314 SENIORS RECEIVED HOUSING AND HOSPITALITY SERVICES, ALONG WITH SUPPORTIVE AND INTERMITTENT CARE DELIVERED THROUGH THE ON-SITE CLINIC AND IN-HOME SUPPORTIVE STAFF.

  Expenses $35,378,525 · Grants $93,683 · Revenue $39,386,589

• OTHER SERVICES OFFERED TO SENIORS ON THE CASA DORINDA CAMPUS INCLUDE: DINING, MAINTENANCE, HOUSEKEEPING, SECURITY, LIFE ENRICHMENT, HEALTH AND FITNESS ACTIVITIES, THERAPIES, SOCIAL AND ADMINISTRATIVE SERVICES. ALL OF THESE PROGRAMS, INCLUDING THE THREE LARGEST, ARE WITHIN THE UMBRELLA OF CONTINUING CARE.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $41,810,617

  Expenses

  $40,551,081

  Contributions

  $1,068,120

  Grants paid

  $93,683

• 2023

  Revenue

  $40,878,663

  Expenses

  $37,537,540

  Contributions

  $1,357,371

  Grants paid

  $109,885

• 2022

  Revenue

  $36,999,925

  Expenses

  $35,714,026

  Contributions

  $1,066,909

  Grants paid

  $58,350

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $32,824,214

  Expenses

  $31,376,245

  Assets (EOY)

  $155,694,158

• 2020 · 990

  Revenue

  $29,919,706

  Expenses

  $29,123,983

  Assets (EOY)

  $147,965,717

• 2018 · 990

  Revenue

  $32,579,232

  Expenses

  $26,037,780

  Assets (EOY)

  $103,422,491

• 2017 · 990

  Revenue

  $30,643,456

  Expenses

  $25,328,063

  Assets (EOY)

  $89,808,960

• 2016 · 990

  Revenue

  $27,695,346

  Expenses

  $24,159,552

  Assets (EOY)

  $78,708,165

• 2015 · 990

  Revenue

  $27,290,081

  Expenses

  $23,984,122

  Assets (EOY)

  $63,338,719

• 2014 · 990

  Revenue

  $26,150,211

  Expenses

  $23,554,888

  Assets (EOY)

  $63,486,472

• 2013 · 990

  Revenue

  $23,995,065

  Expenses

  $22,541,481

  Assets (EOY)

  $61,775,484

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $22,507,875

  Assets (EOY)

  $55,145,302

• 2011 · 990

  Revenue

  — not reported

  Expenses

  $20,849,902

  Assets (EOY)

  $50,897,918

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• MUSIC ACADEMY OF THE WEST

  $35,000

  2023 · GENERAL

• MUSIC ACADEMY OF THE WEST

  $35,000

  2024 · GENERAL

• MUSIC ACADEMY OF THE WEST

  $25,000

  2022 · 2022 SPONSORSHIP

• MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION

  $10,000

  2024 · GENERAL

Where these grants went next →

Grants received

• MONTECITO COMMUNITY FOUNDATION

  $177,040

  2023 · Triangle restoration project

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $22,000

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $20,143

  2024 · HUMAN SERVICES

• SANTA BARBARA FOUNDATION

  $20,000

  2022 · HUMAN SERVICES

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $18,050

  2024 · For grant recipient's exempt purposes

• SANTA BARBARA FOUNDATION

  $16,300

  2024 · HUMAN SERVICES

• SANTA BARBARA FOUNDATION

  $16,100

  2023 · HUMAN SERVICES

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $11,000

  2022 · FOR RECIPIENT'S EXEMPT PURPOSE

• DONOR ADVISED CHARITABLE GIVING

  $9,141

  2023 · HUMAN SERVICES

Other IRS files