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.
Montecito Retirement Association at a glance
In short: Montecito Retirement Association gave $45K across 2 grants in 2024 (avg $23K), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $45,000
- +28.6% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $22,500
- -35.7% vs 2023
- Median grant
- $22,500
- Total assets
- $162,333,540
- +3.3% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Montecito Retirement Association funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Music Academy of the West ($35K). Together the top 2 received $45K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Montecito Retirement Association gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $25K (2022) to $67K (2020). In 2024 it made 2 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Music Academy of the West Santa Barbara, CA | General | $35,000 |
| Montecito Firefighters Charitable Foundation Santa Barbara, CA | General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $162,333,540 | $41,810,617 | $40,551,081 | $45,000 | 2 | $1,344,696 |
| 2023 | $157,127,942 | $40,878,663 | $37,537,540 | $35,000 | 1 | $1,841,103 |
| 2022 | $152,711,522 | $36,999,925 | $35,714,026 | $25,000 | 1 | $386,114 |
| 2021 | $155,694,158 | $32,824,214 | $31,376,245 | $42,500 | 2 | $1,262,751 |
| 2020 | $147,965,717 | $29,919,706 | $29,123,983 | $66,500 | 9 | $716,401 |
About Montecito Retirement Association
Based on IRS filings
Montecito Retirement Association is a public charity 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
Leadership & Key People
Officers and directors from IRS filings
Montecito Retirement Association is led by Brian McCague, CEO since 2022 (on filings since 2020); 7 of 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
Brian McCague
CEO
CEO → President, 2021
President → CEO, 2022
On filings since 2020
40 hrs/week
$391K (2020) → $533K (2024)
Katina Zaninovich
Board Chair
Director → Board Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Alan Blaver
Senior Director General Op
It Director → Senior Director General Operations, 2022
Senior Director General Operations → Senior Director General Op, 2023
On filings since 2020
40 hrs/week
$113K (2020) → $202K (2024)
Katie M. Hoegh-Guldberg
Director of Marketing
Marketing Director → Director of Marketing, 2024
On filings since 2020
40 hrs/week
$127K (2020) → $163K (2024)
Therese Brown
Senior Director Medical Op
Senior Director Medical Operations → Senior Director Medical Op, 2023
On filings since 2022
40 hrs/week
$179K (2022) → $201K (2024)
Nicole Ramirez
Senior Director of Residen
Senior Director of Resident Services → Senior Director of Residen, 2024
On filings since 2023
40 hrs/week
$165K (2023) → $198K (2024)
Margaret Stevens
Director of Human Resources
New on the 2024 filing
40 hrs/week
$145K (2024)
Christopher J. Toomey
Director
On filings since 2020
2 hrs/week
No compensation reported
Ramona Clark
Director
On filings since 2020
2 hrs/week
No compensation reported
Stephen Hicks
Director
On filings since 2020
2 hrs/week
No compensation reported
David Brown
Director
On filings since 2022
2 hrs/week
No compensation reported
Barkley Kern
Director
On filings since 2023
2 hrs/week
No compensation reported
Diana Lovan
Director
On filings since 2023
2 hrs/week
No compensation reported
Jeffrey Kupperman MD
Director
On filings since 2023
2 hrs/week
No compensation reported
William Curtis
Director
On filings since 2023
2 hrs/week
No compensation reported
Andy Gifford
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Bruce Stevens
Director
New on the 2024 filing
2 hrs/week
No compensation reported
James McFarlane
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Sena Woodall
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Steve Fellows
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Glynn Caberte
CFO
On filings since 2022
40 hrs/week
$94K (2022) → $233K (2024)
Matt Brown
Board Secretary
Director → Board Secretary, 2024
On filings since 2022
2 hrs/week
No compensation reported
Former officers (18)
- Former: Kathryn Washburn (2020–2023) — Director
- Former: Larry Dam (2020–2023) — Chairman
- Former: Nancy Spivey (2020–2023) — Director
- Former: Victoria Hazard (2020–2023) — Secretary
- Former: Alex Weinstein (2020–2022) — Director
- Former: Bradley Hollister (2020–2022) — Director
- Former: Robin Drew (2020–2022) — Former CFO
- Former: Roger C. Dunham (2020–2022) — Director
- Former: John Dillon (2022) — Former CEO
- Former: Andrea Garzon (2020–2021) — Director
- Former: Carol Whitehurst (2020–2021) — Medical Center Director
- Former: Lachlan Hough (2020–2021) — Chairman
- Former: Timothy Gallagher (2020–2021) — Senior Director of Plant O
- Former: Vicky Macgregor (2020–2021) — Administrator
- Former: Nora Lieber (2021) — Sales & Marketing Manager
- Former: Peggy Stevens (2021) — Director of Human Resources
- Former: Jerome Williams (2020) — Hr Director
- Former: Lisa Thomas (2020) — Fundraising Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $533K, to Brian McCague (CEO). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Montecito Retirement Association
How much does Montecito Retirement Association give each year?
Montecito Retirement Association gave $45K across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $35K across 1 grant.
How large is Montecito Retirement Association?
Montecito Retirement Association reported $162.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $41.8M.
What is Montecito Retirement Association?
Montecito Retirement Association is a public charity focused on Human Services, based in Montecito, CA. It holds $162.3M in total assets as of 2024.
Where does Montecito Retirement Association operate?
Montecito Retirement Association has awarded grants in California.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS August 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Montecito Retirement Association funds
Human Services Open opportunities, soonest deadline first.
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