Civic Intelligence

Montecito Retirement Association

990 • Fiscal year 2011 • EIN 23-7425754

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 01, 2012

Organization ProfileWWW.CASADORINDA.ORG

View Organization Page

300 Hot Springs Road93108
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

30th percentile

-0.3%

Faster asset growth than 30% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$50,897,918

Down $131,759 (-0.3%) from 2010

Net Assets

Down

$1,483,417

Down $934,948 (-39%) from 2010

Liabilities

Up

$49,414,501

Up $803,189 (+1.7%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,849,902

Down $129,223 (-0.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $51,029,677Liabilities 2010: $48,611,312Net Assets 2010: $2,418,3652010Assets 2011: $50,897,918Liabilities 2011: $49,414,501Net Assets 2011: $1,483,4172011Assets 2012: $55,145,302Liabilities 2012: $52,360,401Net Assets 2012: $2,784,9012012Assets 2013: $61,775,484Liabilities 2013: $55,467,249Net Assets 2013: $6,308,2352013Assets 2014: $63,486,472Liabilities 2014: $55,674,987Net Assets 2014: $7,811,4852014Assets 2015: $63,338,719Liabilities 2015: $54,055,553Net Assets 2015: $9,283,1662015Assets 2016: $78,708,165Liabilities 2016: $65,503,382Net Assets 2016: $13,204,7832016Assets 2017: $89,808,960Liabilities 2017: $68,941,246Net Assets 2017: $20,867,7142017Assets 2018: $103,422,491Liabilities 2018: $77,973,674Net Assets 2018: $25,448,8172018Assets 2020: $147,965,717Liabilities 2020: $115,112,201Net Assets 2020: $32,853,5162020Assets 2021: $155,694,158Liabilities 2021: $120,080,747Net Assets 2021: $35,613,4112021Assets 2022: $152,711,522Liabilities 2022: $120,099,510Net Assets 2022: $32,612,0122022Assets 2023: $157,127,942Liabilities 2023: $119,413,314Net Assets 2023: $37,714,6282023Assets 2024: $162,333,540Liabilities 2024: $121,603,204Net Assets 2024: $40,730,3362024

Highlighted filing

2011

Assets$50,897,918
Liabilities$49,414,501
Net Assets$1,483,417
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2010: $20,979,1252010Expenses 2011: $20,849,9022011Expenses 2012: $22,507,8752012Revenue 2013: $23,995,065Expenses 2013: $22,541,481Net Income 2013: $1,453,5842013Revenue 2014: $26,150,211Expenses 2014: $23,554,888Net Income 2014: $2,595,3232014Revenue 2015: $27,290,081Expenses 2015: $23,984,122Net Income 2015: $3,305,9592015Revenue 2016: $27,695,346Expenses 2016: $24,159,552Net Income 2016: $3,535,7942016Revenue 2017: $30,643,456Expenses 2017: $25,328,063Net Income 2017: $5,315,3932017Revenue 2018: $32,579,232Expenses 2018: $26,037,780Net Income 2018: $6,541,4522018Revenue 2020: $29,919,706Expenses 2020: $29,123,983Net Income 2020: $795,7232020Revenue 2021: $32,824,214Expenses 2021: $31,376,245Net Income 2021: $1,447,9692021Revenue 2022: $36,999,925Expenses 2022: $35,714,026Net Income 2022: $1,285,8992022Revenue 2023: $40,878,663Expenses 2023: $37,537,540Net Income 2023: $3,341,1232023Revenue 2024: $41,810,617Expenses 2024: $40,551,081Net Income 2024: $1,259,5362024

Highlighted filing

2011

Revenue-
Expenses$20,849,902
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 1, 2012
Return Version
2011v1.2
Gross Receipts
$26,675,343
Mission and Program Overview

Mission

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.

Major Activities

Activity 2
Casa dorinda's next largest program is its residential living program. In residential living, seniors are provided housing and hospitality services, along with supervision and intermitted care delivered through the on-site clinic and in-home supportive service staff. The average daily census of residential living in 2011 was 232 residents.
Activity 3
The third largest program at casa dorinda is assisted living, which is provided in the 21-room personal care unit (pcu) and 5-room special care unit (scu). The average daily census of the two units in 2011 was 21.7.
Filing and Contact Details

Filer

EIN
23-7425754
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IRS990/Activity2/Description0CASA DORINDA'S NEXT LARGEST PROGRAM IS ITS RESIDENTIAL LIVING PROGRAM. IN RESIDENTIAL LIVING, SENIORS ARE PROVIDED HOUSING AND HOSPITALITY SERVICES, ALONG WITH SUPERVISION AND INTERMITTED CARE DELIVERED THROUGH THE ON-SITE CLINIC AND IN-HOME SUPPORTIVE SERVICE STAFF. THE AVERAGE DAILY CENSUS OF RESIDENTIAL LIVING IN 2011 WAS 232 RESIDENTS.
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IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY01666302
IRS990/OtherAssetsTotal/EOY01433589
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0118864
IRS990/OtherEmployeeBenefits/ProgramServices01554358
IRS990/OtherEmployeeBenefits/Total01673222
IRS990/OtherExpensePriorYear08344422
IRS990/OtherExpensesCurrentYear08675131
IRS990/OtherExpenses/Description0FOOD PURCHASES
IRS990/OtherExpenses/Description1UTILITIES
IRS990/OtherExpenses/Description2RESIDENT MEDICAL COSTS
IRS990/OtherExpenses/Description3SUPPLIES
IRS990/OtherExpenses/ManagementAndGeneral0907
IRS990/OtherExpenses/ManagementAndGeneral185774
IRS990/OtherExpenses/ManagementAndGeneral234190
IRS990/OtherExpenses/ProgramServices01061900
IRS990/OtherExpenses/ProgramServices1827695
IRS990/OtherExpenses/ProgramServices2666043
IRS990/OtherExpenses/ProgramServices3574873
IRS990/OtherExpenses/Total01062807
IRS990/OtherExpenses/Total1913469
IRS990/OtherExpenses/Total2666043
IRS990/OtherExpenses/Total3609063
IRS990/OtherLiabilities/BOY031139843
IRS990/OtherLiabilities/EOY032572484
IRS990/OtherNotesLoansReceivableNet/EOY01059985
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral0709365
IRS990/OtherSalariesAndWages/ProgramServices08090453
IRS990/OtherSalariesAndWages/Total08799818
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral083660
IRS990/PayrollTaxes/ProgramServices0693350
IRS990/PayrollTaxes/Total0777010
IRS990/PensionPlanContributions/ManagementAndGeneral081878
IRS990/PensionPlanContributions/ProgramServices0424175
IRS990/PensionPlanContributions/Total0506053
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY0409888
IRS990/PrepaidExpensesDeferredCharges/EOY0476775
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0623000
IRS990/ProgramServiceRevenue/BusinessCode1623990
IRS990/ProgramServiceRevenueCY020158299
IRS990/ProgramServiceRevenue/Description0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenue/Description1SERVICE INCOME
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome019390834
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1767465
IRS990/ProgramServiceRevenue/TotalRevenueColumn019390834
IRS990/ProgramServiceRevenue/TotalRevenueColumn1767465
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
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IRS990/ReceivablesFromOfficersEtc/EOY0315358
IRS990/ReconcilationOtherChanges0-974160
IRS990/ReconcilationRevenueExpenses039212
IRS990/RegularMonitoringEnforcement01
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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$50,897,918
Liabilities
$49,414,501
Net assets
$1,483,417
Revenue
-
Expenses
$20,849,902
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$162$122$40.7$41.8$40.6$1.26
2023Detailed filing. Detailed filing data is available for this year.$157$119$37.7$40.9$37.5$3.34
2022Detailed filing. Detailed filing data is available for this year.$153$120$32.6$37.0$35.7$1.29
2021Detailed filing. Detailed filing data is available for this year.$156$120$35.6$32.8$31.4$1.45
2020Detailed filing. Detailed filing data is available for this year.$148$115$32.9$29.9$29.1$0.80
2018Detailed filing. Detailed filing data is available for this year.$103$78.0$25.4$32.6$26.0$6.54
2017Detailed filing. Detailed filing data is available for this year.$89.8$68.9$20.9$30.6$25.3$5.32
2016Detailed filing. Detailed filing data is available for this year.$78.7$65.5$13.2$27.7$24.2$3.54
2015Detailed filing. Detailed filing data is available for this year.$63.3$54.1$9.28$27.3$24.0$3.31
2014Detailed filing. Detailed filing data is available for this year.$63.5$55.7$7.81$26.2$23.6$2.60
2013Detailed filing. Detailed filing data is available for this year.$61.8$55.5$6.31$24.0$22.5$1.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.1$52.4$2.78$22.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.9$49.4$1.48$20.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$48.6$2.42$21.0