From public IRS filings
MONTECITO RETIREMENT ASSOCIATION
SANTA BARBARA, CA · Human Services
Mission
THE MONTECITO RETIREMENT ASSOCIATION OPERATES CASA DORINDA, A CCRC LIFECARE RETIREMENT COMMUNITY IN MONTECITO, CALIFORNIA.
Financials (IRS Form 990)
Total revenue
$41.8M
Total expenses
$40.6M
Total assets
$162.3M
Program expense ratio
87%
Source: IRS Form 990, tax year 2024.
Who funds MONTECITO RETIREMENT ASSOCIATION
$553K in foundation grants on record from 14 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| Montecito Community Foundation | $177K | 1 |
| Donor Advised Charitable Giving | $87K | 3 |
| Fidelity Investments Charitable Gift Fund | $81K | 3 |
| Santa Barbara Foundation | $52K | 3 |
| Taffae Family Foundation | $50K | 1 |
| Corwin D Denney Foundation | $29K | 2 |
| Vanguard Charitable Endowment Program | $23K | 2 |
| Kirby-Jones Foundation | $20K | 1 |
| Peter K Barker Foundation | $15K | 3 |
| Bill and Trudy Rutledge Foundation | $6K | 2 |
Leadership
BRIAN MCCAGUE — CFO (Principal officer)
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