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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$162.3M
+3.3% YoY
Annual Giving
$45K
+28.6% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$23K
-35.7% YoY
About Montecito Retirement Association
Based on IRS filings
Montecito Retirement Association is a nonprofit organization focused on Human Services, based in MONTECITO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $162.3M in total assets. In 2024, it awarded 2 grants totaling $45K. Net investment income was $1.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $162,333,540 | $157,127,942 | $152,711,522 |
| Revenue | $41,810,617 | $40,878,663 | $36,999,925 |
| Expenses | $40,551,081 | $37,537,540 | $35,714,026 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,344,696 | $1,841,103 | $386,114 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Music Academy of the West ($35,000), Montecito Firefighters Charitable Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MUSIC ACADEMY OF THE WEST SANTA BARBARA, CA | GENERAL | $35,000 |
| MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION SANTA BARBARA, CA | GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR RAMONA CLARK | DIRECTOR | 2 | — |
| KATINA ZANINOVICH | BOARD CHAIR | 2 | — |
| STEPHEN HICKS | DIRECTOR | 2 | — |
| CHRISTOPHER J TOOMEY | DIRECTOR | 2 | — |
| BRIAN MCCAGUE | CEO | 40 | $533,270 |
| DAVID BROWN | DIRECTOR | 2 | — |
| MATT BROWN | BOARD SECRETARY | 2 | — |
| DR JEFFREY KUPPERMAN MD | DIRECTOR | 2 | — |
| WILLIAM CURTIS | DIRECTOR | 2 | — |
| DIANA LOVAN | DIRECTOR | 2 | — |
| ANDY GIFFORD | DIRECTOR | 2 | — |
| BARKLEY KERN | DIRECTOR | 2 | — |
| JAMES MCFARLANE | DIRECTOR | 2 | — |
| SENA WOODALL | DIRECTOR | 2 | — |
| BRUCE STEVENS | DIRECTOR | 2 | — |
| STEVE FELLOWS | DIRECTOR | 2 | — |
| GLYNN CABERTE | CFO | 40 | $233,104 |
| THERESE BROWN | SENIOR DIRECTOR MEDICAL OP | 40 | $200,987 |
| ALAN BLAVER | SENIOR DIRECTOR GENERAL OP | 40 | $202,329 |
| NICOLE RAMIREZ | SENIOR DIRECTOR OF RESIDEN | 40 | $198,268 |
| KATIE M HOEGH-GULDBERG | DIRECTOR OF MARKETING | 40 | $163,026 |
| MARGARET STEVENS | DIRECTOR OF HUMAN RESOURCES | 40 | $144,888 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montecito Retirement Association?
Montecito Retirement Association is a nonprofit organization focused on Human Services, based in MONTECITO, CA. It holds $162.3M in total assets as of 2024.
How large is Montecito Retirement Association?
As of 2024, Montecito Retirement Association holds $162.3M in total assets with $41.8M in annual revenue. It awarded 2 grants totaling $45K in 2024.
Where does Montecito Retirement Association operate?
Montecito Retirement Association has awarded grants in California.
What size grants does Montecito Retirement Association award?
In 2024, Montecito Retirement Association awarded 2 grants totaling $45K — an average of about $23K per grant, based on its IRS Form 990 filings.
What is Montecito Retirement Association's EIN?
Montecito Retirement Association's EIN (Employer Identification Number) is 23-7425754. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montecito Retirement Association's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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