Nonprofits›Montecito Retirement Association

Human Services

Montecito Retirement Association

SANTA BARBARA, CA

WebsiteView as a funder

Total revenue

$41.8M

Total expenses

$40.6M

Net assets

$40.7M

Grants received

$820K

31 grants

EIN

237425754

Tax year

2024

Mission

The montecito retirement association operates casa dorinda, a ccrc lifecare retirement community in montecito, california.

Programs

1 program

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.

Financials

FY 2024

Revenue

Contributions & grants$1.1M
Program service revenue$39.4M
Investment income$1.3M
Other revenue$26K
Total revenue$41.8M

Expenses

Grants paid$94K
Salaries & benefits$21.9M
Fundraising$225K
Other expenses$18.6M
Total expenses$40.6M
Total assets$162.3M
Net assets$40.7M

People

22 listed

NameRoleCompensation

BRIAN MCCAGUE

CEO

Board

$533K

40 hrs/wk

GLYNN CABERTE

CFO

Board

$233K

40 hrs/wk

WILLIAM CURTIS

DIRECTOR

Board

—

2 hrs/wk

DIANA LOVAN

DIRECTOR

Board

—

2 hrs/wk

ANDY GIFFORD

DIRECTOR

Board

—

2 hrs/wk

DR RAMONA CLARK

DIRECTOR

Board

—

2 hrs/wk

JAMES MCFARLANE

DIRECTOR

Board

—

2 hrs/wk

SENA WOODALL

DIRECTOR

Board

—

2 hrs/wk

BRUCE STEVENS

DIRECTOR

Board

—

2 hrs/wk

STEVE FELLOWS

DIRECTOR

Board

—

2 hrs/wk

BARKLEY KERN

DIRECTOR

Board

—

2 hrs/wk

KATINA ZANINOVICH

BOARD CHAIR

Board

—

2 hrs/wk

STEPHEN HICKS

DIRECTOR

Board

—

2 hrs/wk

CHRISTOPHER J TOOMEY

DIRECTOR

Board

—

2 hrs/wk

DAVID BROWN

DIRECTOR

Board

—

2 hrs/wk

MATT BROWN

BOARD SECRETARY

Board

—

2 hrs/wk

DR JEFFREY KUPPERMAN MD

DIRECTOR

Board

—

2 hrs/wk

ALAN BLAVER

SENIOR DIRECTOR GENERAL OP

Staff

$202K

40 hrs/wk

THERESE BROWN

SENIOR DIRECTOR MEDICAL OP

Staff

$201K

40 hrs/wk

NICOLE RAMIREZ

SENIOR DIRECTOR OF RESIDEN

Staff

$198K

40 hrs/wk

KATIE M HOEGH-GULDBERG

DIRECTOR OF MARKETING

Staff

$163K

40 hrs/wk

MARGARET STEVENS

DIRECTOR OF HUMAN RESOURCES

Staff

$145K

40 hrs/wk

Independent contractors

DALGENES INTERIORS

CONSTRUCTION

$693K

ALEX'S TILE WORKS INC

CONSTRUCTION

$623K

NOMURAYAMASAKI LANDSCAPES

LANDSCAPING

$527K

CAMBRON ROOFING AND WATERPR INC

CONSTRUCTION

$443K

PATRIOT AIR SYSTEMS INC

CONTRACTOR

$396K

Grants received

Showing 31 of 31

FromAmountPurposeYear
THE CORWIN D DENNEY FOUNDATION
$28K
TO SUPPORT CHARITABLE OPERATIONS
2024
SANTA BARBARA FOUNDATION
$16K
HUMAN SERVICES
2024
Montecito Community Foundation
$177K
Triangle restoration project
2023
SANTA BARBARA FOUNDATION
$16K
HUMAN SERVICES
2023
DONOR ADVISED CHARITABLE GIVING INC
$9K
HUMAN SERVICES
2023
PETER K BARKER FOUNDATION
$5K
GENERAL SUPPORT
2023
THE ARNOLD & JILL BELLOWE FAMILY
$5K
CHARITABLE
2023
BILL AND TRUDY RUTLEDGE FOUNDATION
$500
CHARITABLE
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$22K
For grant recipient's exempt purposes
2022
SANTA BARBARA FOUNDATION
$20K
HUMAN SERVICES
2022
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
PETER K BARKER FOUNDATION
$5K
GENERAL SUPPORT
2022
KATHERINE L OLSON CHARITABLE FOUNDATION
$5K
Gina Jannotta SUV Fund
2022
THE ARNOLD & JILL BELLOWE FAMILY
$200
CHARITABLE
2022
DONOR ADVISED CHARITABLE GIVING INC
$58K
HUMAN SERVICES
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$41K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$41K
For grant recipient's exempt purposes
2021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$12K
For recipient's exempt purpose
2021
BILL AND TRUDY RUTLEDGE FOUNDATION
$5K
CHARITABLE
2021
DONOR ADVISED CHARITABLE GIVING INC
$58K
HUMAN SERVICES
2020
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$44K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
SANTA BARBARA FOUNDATION
$13K
HUMAN SERVICES
2020
PETER K BARKER FOUNDATION
$5K
GENERAL SUPPORT
2020
BILL AND TRUDY RUTLEDGE FOUNDATION
$2K
CHARITABLE
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$10K
For grant recipient's exempt purposes
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$15K
For grant recipient's exempt purposes
2018
DONOR ADVISED CHARITABLE GIVING INC
$100K
HEALTH & HUMAN SERVICES
2017
CALIFORNIA COMMUNITY FOUNDATION
$40K
Health Care Health
2017
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$36K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
THE MCINTYRE FOUNDATION
$10K
IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE
2017
THE MINNEAPOLIS FOUNDATION
$10K
LEGACY CAMPAIGN
2017

Funded by

$820K from 13 funders · 31 grants · 2017–2024

Donor Advised Charitable Giving Inc

$225K · 4 grants · 2017–2023

Montecito Community Foundation

$177K · 1 grant · 2023

Fidelity Investments Charitable Gift Fund

$165K · 6 grants · 2017–2022

Vanguard Charitable Endowment Program

$67K · 3 grants · 2020–2022

Santa Barbara Foundation

$66K · 4 grants · 2020–2024

California Community Foundation

$40K · 1 grant · 2017

The Corwin D Denney Foundation

$28K · 1 grant · 2024

Peter K Barker Foundation

$15K · 3 grants · 2020–2023

Details

EIN237425754
NTEE codeP750
Subsection03
Ruling date1993-04
Formed1970
Employees371
Volunteers11
MONTECITO RETIREMENT ASSOCIATION — Mission, Financials & Grants Received | Grantivo