Montecito Retirement Association
Also known as CASA Dorinda
Montecito Retirement Association reported $41.8 million in revenue and $40.6 million in expenses for calendar year 2024. Of every $100 it spent, $87.24 went to program services, $12.20 to management and general costs and $0.56 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 94.2% of the total. The highest compensation it reported for one person was $590,658 (CEO). 24 people received more than $100,000 in reportable compensation. Revenue rose 40% between 2020 and 2024. Source: Form 990, 2024.
Where $100 of spending went
Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $41MFor context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
Calendar year 2024 · Form 990, Part VIII · total revenue $42MThe 990 scorecard · same measures for every charity, no grades
| Measure | 2024 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 87.2% | 87.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 12.2% | 11.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.6% | 0.2% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.21 | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 2.6% | 20.6% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 2.4% |
| Program service revenue share Part VIII 2g ÷ 12 | 94.2% | 70.8% |
| Highest reported compensation Part VII-A, columns D–F | $590,658 | $274,992 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.46% | 1.18% |
| People paid over $100,000 Part VII, line 2 | 24 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 12.1 | 6.9 |
| Independent voting board members Part VI 1a–1b | 15 of 16 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
2024 · Form 990, Part III · the three largest programs by expenseCasa 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…
Highest reported compensation
2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| CEO Director/trustee, officer, 40.00 hrs/week | $533,270 | $0 | $57,388 | $590,658 |
| CFO Officer, 40.00 hrs/week | $233,104 | $0 | $35,257 | $268,361 |
| SENIOR DIRECTOR OF RESIDEN Highest compensated employee, 40.00 hrs/week | $198,268 | $0 | $37,776 | $236,044 |
| SENIOR DIRECTOR GENERAL OP Highest compensated employee, 40.00 hrs/week | $202,329 | $0 | $31,404 | $233,733 |
| SENIOR DIRECTOR MEDICAL OP Highest compensated employee, 40.00 hrs/week | $200,987 | $0 | $31,384 | $232,371 |
| DIRECTOR OF MARKETING Highest compensated employee, 40.00 hrs/week | $163,026 | $0 | $17,873 | $180,899 |
| DIRECTOR OF HUMAN RESOURCES Highest compensated employee, 40.00 hrs/week | $144,888 | $0 | $16,248 | $161,136 |
24 people received more than $100,000 in reportable compensation from Montecito Retirement Association (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.6M (Part IX, line 5).
5 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b16 · 15 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5371
- Volunteers Part I, line 611
Largest outside contractors
2024 · Form 990, Part VII, Section B · businesses only| DALGENES INTERIORS Construction | $693,036 |
| ALEX'S TILE WORKS INC Construction | $622,766 |
| NOMURAYAMASAKI LANDSCAPES Landscaping | $526,947 |
| CAMBRON ROOFING AND WATERPR INC Construction | $443,255 |
| PATRIOT AIR SYSTEMS INC Contractor | $395,511 |
Individuals listed as contractors are left out. 16 contractors were paid more than $100,000 in all.
Private foundation grants it received
4 private foundations reported grants to Montecito Retirement Association totaling $10,624 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from Montecito Retirement Association's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Montecito Retirement Association, you can publish a response that is linked from this page.
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Of every $100 Montecito Retirement Association spent in 2024, $87.24 went to programs. The full breakdown, from its IRS Form 990:
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All human services charities · Largest charities in California
Questions people ask
How much of Montecito Retirement Association's spending goes to programs?
In calendar year 2024, Montecito Retirement Association reported that 87.2% of its $40.6 million in expenses went to program services, 12.2% to management and general and 0.6% to fundraising (Form 990, Part IX).
How much does Montecito Retirement Association pay its top executive?
The largest total compensation Montecito Retirement Association reported for one person in calendar year 2024 was $590,658, for the role of CEO (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Montecito Retirement Association get its money?
Of $41.8 million in revenue in calendar year 2024, 2.6% came from contributions and grants and 94.2% from program service revenue (Form 990, Part VIII).
Is Montecito Retirement Association a registered charity?
The IRS lists EIN 23-7425754 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- 2024: Form 990 for calendar year 2024, object 202513169349308476 · read the filing · XML
- 2023: Form 990 for calendar year 2023, object 202443099349303334 · read the filing
- 2022: Form 990 for calendar year 2022, object 202333109349303343 · read the filing
- 2021: Form 990 for calendar year 2021, object 202202249349300300 · read the filing
- 2020: Form 990 for calendar year 2020, object 202143199349322279 · read the filing
All filings for EIN 23-7425754: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.