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Montecito Retirement Association at a glanceMostly funded, not a grantmaker: see who funds it →

· Public charity

Montecito Retirement Association

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.

$94k
Granted FY2024still arriving
2
Grants FY2024still arriving
1
States reached
$35k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Arts & Culture$155kEducation$28kPublic Safety & Disaster$25kPhilanthropy$17kHuman Services$10kHealth$10kCommunity Improvement$5kFood & Nutrition$5kOther$0
02FY2024 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 2 grants below total $45,000, the rows itemized in this filing. The $93,683 headline is the total grant expense on the return; the other $48,683 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.
$35,000
Median grant
1
States reached
$162M
Total assets
Largest grants
RecipientAmount
MUSIC ACADEMY OF THE WEST$35,000
MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–20, $5k) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%UNITY SHOPPE: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Scholarship Foundation of Santa Barbara

The scholarship foundation of santa barbara inspires, encourages and supports santa barbara county students to and through college, graduate and vocational school by providing information, advising, and scholarships.

—
2
Foodbank of Santa Barbara County Inc

To end hunger and transform the health of our community by providing nourishment to those in need by acquiring and distributing safe nutritious food via local agencies and by providing education to solve hunger and nutritional problems in…

Food & Nutrition
3
Santa Barbara South Coast Chamber of Commerce

The mission of the santa barbara south coast chamber of commerce is to create a strong local economy, promote the community, provide business resources and networking opportunities and represent business to the government.

—
4
Santa Barbara Festival Ballet

To provide cultural enrichment to the community through education, events and programming.

Arts & Culture
5
Opera Santa Barbara

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. we aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit…

Arts & Culture
6
Museum of Contemporary Art Santa Barbara

Museum of contemporary art santa barbara (mcasb) seeks to enrich lives and inspire critical thinking through meaningful engagement with the art and ideas of our time. mcasb provides santa barbara and the central coast with exhibitions and…

Arts & Culture
7
Santa Barbara Symphony Orchestra Association

The mission of the santa barbara symphony is to enrich the lives of santa barbara residents by producing the highest-quality musical experiences, accessible to the entire community, and to inspire a passion for symphonic music in the next…

Arts & Culture
8
Santa Barbara Education Foundation

Santa Barbara Education Foundation (SBEF) provides and supports programs that enrich the academic, artistic, and personal development of all students in the Santa Barbara Unified School District.

Education
9
The Foundation for Santa Barbara City College

The sbcc foundation fuels the excellence of santa barbara city college by engaging the community, building relationships, and inviting the generosity of donors. the resources raised and managed by the foundation enrich college programs,…

Education
10
Santa Barbara Response Network

To create a safer community by creating a climate of resilience, and to offer psychological first aid and support from traumatic events.

Health
11
Legal Aid Foundation of Santa Barbara County

To provide high-quality civil legal services to vulnerable santa barbara county residents.

Crime & Legal
12
Santa Barbara Bicycle Coalition Dba Move Santa Barbara County

The mission of the santa barbara bicycle coalition is to promote walking, bicycling and public transit county-wide to create healthy, sustainable and equitable communities.

Public Benefit
How this is measured
The grantee most central to the portfolio’s shape is Santa Barbara Foundation; the most unlike its peers is State Street Ballet. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

11 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 11 of the 15 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
11/11
Grantees still filing
6/11
Grew since first funded

Where the money sits, by cause and then by grantee

MUSIC ACADEMY OF THE WEST: $140,000 · Arts & CultureMUSIC ACADEMY OF THE WESTSTATE STREET BALLET: $5,000 · Arts & CultureREGENTS OF THE UNIVERSITY OF CALIFORNIA: $27,500 · OtherREGENTS OF THE UNIVERSITY OF CALIF…MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION: $20,000 · OtherMONTECITO FIREFIGHTERS CHARITABLE …Individual grant recipient: $15,000 · OtherIndividual grant recipientHUMANITIES & FINE ARTS UCSB: $10,000 · OtherHUMANITIES & FINE ARTS UCSBFOODBANK: $5,000 · OtherFOODBANKADVENTURES IN CARING FOUNDATION: $5,000 · OtherADVENTURES IN CARING FOUNDATIONSANTA BARBARA FOUNDATION: $10,000 · PhilanthropyUNITED WAY OF SANTA BARBARA COUNTY INC: $6,500 · PhilanthropyJUNIOR LEAGUE OF SANTA BARBARA: $5,000 · Community ImprovementUNITY SHOPPE INC: $5,000 · Human ServicesSanta Barbara Bucket Brigade: $5,000 · Public Safety & DisasterCALM INC: $5,000 · Crime & LegalVNA HEALTH: $5,000 · Health
Arts & Culture$145,000Other$82,500Philanthropy$16,500Community Improvement$5,000Human Services$5,000Public Safety & Disaster$5,000Crime & Legal$5,000Health$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMUSIC ACADEMY OF THE WEST: $140,000 over 6y, 0.4% of budgetMONTECITO FIREFIGHTERS CHARITABLE FOUNDATION: $20,000 over 2y, 12% of budgetSANTA BARBARA FOUNDATION: $10,000 over 1y, 0.0% of budgetUNITED WAY OF SANTA BARBARA COUNTY INC: $6,500 over 1y, 0.1% of budgetJUNIOR LEAGUE OF SANTA BARBARA: $5,000 over 1y, 2.2% of budgetSTATE STREET BALLET: $5,000 over 1y, 0.5% of budgetUNITY SHOPPE INC: $5,000 over 1y, 0.1% of budgetSanta Barbara Bucket Brigade: $5,000 over 1y, 1.6% of budgetCALM INC: $5,000 over 1y, 0.1% of budgetADVENTURES IN CARING FOUNDATION: $5,000 over 1y, 4.0% of budgetVNA HEALTH: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Santa Barbara Foundat…Ann Jackson Family Fo…Hutton Foundation Dba…Manitou FundJames S Bower Foundat…California Community …William H Kearns Foun…The Lucky One Foundat…The Arnold & Jill Bel…Mosher FoundationWilliams-Corbett Foun…The Wood-Claeyssens F…
Santa Barbara FoundationCA21.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · Ann Jackson Family Foundation · Hutton Foundation Dba Hutton Parker Foundation · Manitou Fund · James S Bower Foundation · California Community Foundation · William H Kearns Foundation · The Lucky One Foundation · The Arnold & Jill Bellowe Family Foundation · Mosher Foundation · Williams-Corbett Foundation · The Wood-Claeyssens Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Montecito Retirement Association funds: left to right is the share of its income from government, bottom to top the share from Montecito Retirement Association. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home