Nonprofit · EIN 23-7425754
MONTECITO RETIREMENT ASSOCIATION
Tax-exempt · SANTA BARBARA, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $41,810,617 | $40,551,081 | $1,259,536 | $162,333,540 | $121,603,204 | $40,730,336 |
| December 31, 2023 | 990 | $40,878,663 | $37,537,540 | $3,341,123 | $157,127,942 | $119,413,314 | $37,714,628 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,068,120
- Program service revenue
- $39,371,335
- Investment income
- $1,344,696
- Net gain from sales of assets
- -$11,212
- Other revenue
- $26,466
Expenses
- Grants and similar amounts paid
- $93,683
- Compensation of officers, directors and key employees
- $1,561,165
- Other salaries and wages
- $15,038,136
- Salaries, compensation and benefits (total)
- $21,850,009
- Professional fundraising fees
- $0
- Depreciation
- $6,742,045
- Program services (functional)
- $35,378,525
- Management and general (functional)
- $4,947,606
- Fundraising (functional)
- $224,950
Balance sheet and other
- Total assets, start of year
- $157,127,942
- Total assets, end of year
- $162,333,540
- Total liabilities, end of year
- $121,603,204
- Net assets, end of year
- $40,730,336
- Land, buildings and equipment
- $112,528,773
- Publicly traded securities
- $34,182,640
- Net assets without donor restrictions
- $38,562,515
- Net assets with donor restrictions
- $2,167,821
- Gross receipts
- $41,881,752
- Employees
- 371
- Volunteers
- 11
- Year formed
- 1970
- 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 | Other / benefits |
|---|---|---|---|---|
| BRIAN MCCAGUE | CEO Trustee or director, Officer | 40 | $533,270 | $57,388 |
| GLYNN CABERTE | CFO Officer | 40 | $233,104 | $35,257 |
| NICOLE RAMIREZ | SENIOR DIRECTOR OF RESIDEN Highest-paid employee | 40 | $198,268 | $37,776 |
| ALAN BLAVER | SENIOR DIRECTOR GENERAL OP Highest-paid employee | 40 | $202,329 | $31,404 |
| THERESE BROWN | SENIOR DIRECTOR MEDICAL OP Highest-paid employee | 40 | $200,987 | $31,384 |
| KATIE M HOEGH-GULDBERG | DIRECTOR OF MARKETING Highest-paid employee | 40 | $163,026 | $17,873 |
| MARGARET STEVENS | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $144,888 | $16,248 |
| DR RAMONA CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATINA ZANINOVICH | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHEN HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER J TOOMEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATT BROWN | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DR JEFFREY KUPPERMAN MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM CURTIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA LOVAN | DIRECTOR Trustee or director | 2 | $0 |
| ANDY GIFFORD | DIRECTOR Trustee or director | 2 | $0 |
| BARKLEY KERN | DIRECTOR Trustee or director | 2 | $0 |
| JAMES MCFARLANE | DIRECTOR Trustee or director | 2 | $0 |
| SENA WOODALL | DIRECTOR Trustee or director | 2 | $0 |
| BRUCE STEVENS | DIRECTOR Trustee or director | 2 | $0 |
| STEVE FELLOWS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN MCCAGUE | CEO Trustee or director, Officer | 40 | $474,261 | $47,952 |
| THERESE BROWN | SENIOR DIRECTOR MEDICAL OP Highest-paid employee | 40 | $190,227 | $28,926 |
| GLYNN CABERTE | CFO Officer | 40 | $195,942 | $21,198 |
| ALAN BLAVER | SENIOR DIRECTOR GENERAL OP Highest-paid employee | 40 | $176,630 | $27,566 |
| NICOLE RAMIREZ | SENIOR DIRECTOR OF RESIDENT SERVICES Highest-paid employee | 40 | $165,165 | $26,433 |
| LARRY DAM | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| DR RAMONA CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATINA ZANINOVICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICTORIA HAZARD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| NANCY SPIVEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER J TOOMEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHRYN WASHBURN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATT BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR JEFFREY KUPPERMAN MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM CURTIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARKLEY KERN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DIANA LOVAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 HOT SPRINGS RD SUITE 300, SANTA BARBARA, CA 93108-2037
- Principal officer (990 for 2024)
- BRIAN MCCAGUE, 300 HOT SPRINGS ROAD, MONTECITO, CA 93108
- Signed the 990
- GLYNN CABERTE, CFO
- Phone
- (805) 969-8011
- Website
- WWW.CASADORINDA.ORG
- Return prepared by
- BARTLETT PRINGLE & WOLF LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7425754 or by the name MONTECITO RETIREMENT ASSOCIATION.
- 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
THE MISSION OF THE MONTECITO RETIREMENT ASSOCIATION IS TO OPERATE AT CASA DORINDA A LIFECARE PROGRAM WITH A COMMITMENT TO EXCELLENCE IN THE QUANTITY AND QUALITY OF ITS SERVICES SO THAT ITS RESIDENTS MAY CONTINUE TO LIVE THEIR LIVES WITH DIGNITY, SECURITY AND AS INDEPENDENTLY AND FULLY AS THEY ARE ABLE.
Program accomplishments
- 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.
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
- 23-7425754
- 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
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $162,333,540
- Income (IRS master file)
- $41,881,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $41,810,617 | $40,551,081 | $162,333,540 | XML |
| 990 | December 2023 | $40,878,663 | $37,537,540 | $157,127,942 | XML |
| 990 | December 2022 | $36,999,925 | $35,714,026 | $152,711,522 | 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 23-7425754).
Questions about MONTECITO RETIREMENT ASSOCIATION
- What is the EIN of MONTECITO RETIREMENT ASSOCIATION?
- The employer identification number (EIN) of MONTECITO RETIREMENT ASSOCIATION is 23-7425754.
- Is MONTECITO RETIREMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MONTECITO RETIREMENT ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTECITO RETIREMENT ASSOCIATION 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 MONTECITO RETIREMENT ASSOCIATION 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 MONTECITO RETIREMENT ASSOCIATION 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 MONTECITO RETIREMENT ASSOCIATION?
- The 990 for the year ended December 31, 2024 names BRIAN MCCAGUE.
- Who are the officers and directors of MONTECITO RETIREMENT ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 22 people; 7 received compensation from the organization, the highest $533,270 (BRIAN MCCAGUE, CEO).
- How much revenue does MONTECITO RETIREMENT ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $41,810,617, expenses of $40,551,081 and total assets of $162,333,540 at year end.
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