California · Nonprofit
MONTECITO RETIREMENT ASSOCIATION
MONTECITO RETIREMENT ASSOCIATION (California) receives grants from 20 organizations whose IRS filings report $1,064,655 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($228,177). 9 of them have funded it in more than one year, and 84% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $42M
- Funders on record
- 20
- Grants received
- $1.1M
- Net assets
- $41M
What Montecito Retirement Association does
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.
As stated on its FY2024 Form 990.
Programs
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 2023, there was an average daily census of approximately 29.5 patients; an average of 6.7 patients were cared for on a temporary basis and 22.8 received care on a long-term basis. In residential living, an average of 313 seniors were provided housing and hospitality services, along with supervision and intermitted care delivered through the on-site clinic and in-home supportive service staff. An average of 33 residents were assisted with daily living in the personal and memory care building.
$33,033,576 spentof which $109,885 as grants$38,603,440 earned by the program100% of program spendingOther 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.
The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $33,033,576.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $90M to $103M (+15%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
3% of MONTECITO RETIREMENT ASSOCIATION’s revenue is contributions — about as donation-reliant as the typical peer (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 7 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Brian Mccague
CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 3 funders to 7 funders, grant income rose $98k → $236k.
9 of 20 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 84% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of MONTECITO RETIREMENT ASSOCIATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MONTECITO RETIREMENT ASSOCIATION has a broad base — no single funder exceeds 21% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
84% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MONTECITO RETIREMENT ASSOCIATION.
Largest funder’s share by year: 2017 57% · 2018 45% · 2019 73% · 2020 46% · 2021 69% · 2022 40% · 2023 75% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
27% of MONTECITO RETIREMENT ASSOCIATION's funders are still giving 3 years after their first grant; 45% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
84% of MONTECITO RETIREMENT ASSOCIATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $173k that is directly attributable, 81% of it comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $891k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MONTECITO RETIREMENT ASSOCIATION runs a healthier operating margin than half of the 3,288 human services nonprofits its size.
this organization peer median middle 50% of peers· 3,288 human services nonprofits $10M–$100M, FY2024
Organizations like MONTECITO RETIREMENT ASSOCIATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
87% of spending goes to programs.
Governance
Public support
97%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for MONTECITO RETIREMENT ASSOCIATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MONTECITO RETIREMENT ASSOCIATION?
- MONTECITO RETIREMENT ASSOCIATION (California) receives grants from 20 organizations whose IRS filings report $1,064,655 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($228,177). 9 of them have funded it in more than one year, and 84% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does MONTECITO RETIREMENT ASSOCIATION have?
- IRS filings report 20 organizations giving $1,064,655 in grants to MONTECITO RETIREMENT ASSOCIATION, 9 of which have funded it in more than one year.
- Who is the largest funder of MONTECITO RETIREMENT ASSOCIATION?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $228,177 in grants. The full list of funders is on this page.
- How can an organization like MONTECITO RETIREMENT ASSOCIATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 20 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing