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.
Key facts about Montecito Retirement Association
- EIN
- 23-7425754
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $45,000
- Grants made (2024)
- 2
- Average grant
- $22,500
- Median grant
- $22,500
- Total assets
- $162,333,540
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Montecito Retirement Association gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Montecito Retirement Association
- How to evaluate Montecito Retirement Association as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Montecito Retirement Association with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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
Ready to take the next step with Montecito Retirement Association?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients 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 IRS 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
Similar Funders
Funders that support many of the same organizations
Santa Barbara Foundation
Santa Barbara, CA
Assets
$503.6M
Grants
447
Total Given
$40.2M
Mosher Foundation
Santa Barbara, CA
Assets
—
Grants
78
Total Given
$1.6M
Williams-Corbett Foundation
Santa Barbara, CA
Assets
$23.4M
Grants
79
Total Given
$1.2M
WWW Foundation
Pasadena, CA
Assets
$91.4M
Grants
121
Total Given
$12.8M
Ann Jackson Family Foundation
Santa Barbara, CA
Assets
—
Grants
249
Total Given
$3.6M
Cheeryble Foundation
Encino, CA
Assets
$2.7M
Grants
44
Total Given
$268K
Manitou Fund
White Bear Lake, MN
Assets
—
Grants
164
Total Given
$20.1M
The Herbert & Elaine Kendall
Los Angeles, CA
Assets
$5.4M
Grants
16
Total Given
$145K
Giles 2000 Tr
Santa Barbara, CA
Assets
—
Grants
61
Total Given
$138K
James S Bower Foundation
Santa Barbara, CA
Assets
$89.0M
Grants
60
Total Given
$3.2M
Schlinger Chrisman Foundation
Chicago, IL
Assets
$3.1M
Grants
68
Total Given
$2.9M
Silicon Valley Community Foundation
Mountain View, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
More Funders in California
Data last updated September 2026. Sourced from IRS Form 990-PF filings.