Nonprofit screen
Screen a listMontecito Retirement Association
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(2)
$42Mrevenue
FY2024 · +27% in 3 yrs371staff
7 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin3.0%
Months of reserve2.7mo
Revenue growth (annualized)+4.5%
Middle half of peersMedianMontecito Retirement Association
Where the money goes FY2024 · $41M spent
Programs$35M87%Management and general$4.9M12%Fundraising$225k1%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor1
Strong governance
15 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI20funders
$149ka year, last 3 years
40%from its largest funder
Funder’17’18’19’20’21’22’23Peter K Barker FoundationSince FY2020$5k$5k$5k$5kThe McIntyre FoundationStopped after FY2019$10k$10k–Bill and Trudy Rutledge FoundationStopped after FY2022$2k$5k–The Arnold & Jill Bellowe Family FoundationSince FY2022$200$5kKatherine L Olson Charitable FoundationOn and off$5kThe Spivey Family Foundation IncOn and off$1kDonor-advised giftsDonors not disclosed$97k$211k$82k$24k$57k$131k$226k1 other fundersUp to $500 a year each$500
FundedThrough a donor-advised fundStopped