Public Charity

MONTECITO RETIREMENT ASSOCIATION

MONTECITO RETIREMENT ASSOCIATION is a nonprofit organization categorized as Public Charity based in MONTECITO, CA. Its most recent IRS filing (2024) reports revenue of $41.8M, expenses of $40.6M, total assets of $162.3M. Imperigo tracks 26 reported grant relationships connected to this organization totaling approximately $976K.

EIN: 237425754 MONTECITO, CA Latest filing: 2024
Total Revenue$41.8M
Total Expenses$40.6M
Total Assets$162.3M
Grant Records26
Funding Total$976K
Filing Years2020–2024

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.

Officers & Directors

SENIOR DIRECTOR GENERAL OP Alan Blaver
DIRECTOR Andy Gifford
DIRECTOR Barkley Kern
CEO Brian Mccague
DIRECTOR Bruce Stevens
DIRECTOR Christopher J Toomey

Officer compensation and complete director data available with membership.

Top Grant Purposes

HUMAN SERVICES
$278,104 9 grants
Triangle restoration project
$177,040 1 grant
For grant recipient's exempt purposes
$146,750 6 grants
HEALTH & HUMAN SERVICES
$100,000 1 grant
HEALTH AND HUMAN SERVICES
$56,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $41.8M $40.6M $162.3M
2023 $40.9M $37.5M $157.1M
2022 $37.0M $35.7M $152.7M
2021 $32.8M $31.4M $155.7M
2020 $29.9M $29.1M $148.0M

Between 2020 and 2024, reported annual revenue grew from $29.9M to $41.8M (+40%), with total assets most recently reported at $162.3M.

Interactive year-over-year charts and full filing details available with membership.

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