Civic Intelligence

Montecito Retirement Association

990 • Fiscal year 2012 • EIN 23-7425754

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 26, 2013

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

89th percentile

0.95x

Higher debt load relative to assets than 89% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

70th percentile

8.3%

Faster asset growth than 70% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$55,145,302

Up $4,247,384 (+8.3%) from 2011

Net Assets

Up

$2,784,901

Up $1,301,484 (+88%) from 2011

Liabilities

Up

$52,360,401

Up $2,945,900 (+6.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$22,507,875

Up $1,657,973 (+8.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2012

Assets$55,145,302
Liabilities$52,360,401
Net Assets$2,784,901
Open 2012 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

2012

Revenue-
Expenses$22,507,875
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 26, 2013
Return Version
2012v2.1
Gross Receipts
$38,195,496
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 2012 was 244 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 2012 was 19.
Filing and Contact Details

Filer

EIN
23-7425754
Raw XML AppendixShowing 400 of 767 raw XML fields

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IRS990/Description0CASA DORINDA PROVIDES THREE LEVELS OF CARE AND SERVICE TO ITS RESIDENTS. THE LARGEST OF THESE PROGRAMS IS ITS MEDICAL CENTER. THE MEDICAL CENTER IS A 52 BED SKILLED NURSING FACILITY (SNF) WITH A FIVE-STAR RATING BY CENTERS FOR MEDICARE & MEDICAID SERVICES. IN 2012, THERE WAS AN AVERAGE DAILY CENSUS OF 44 PATIENTS; AN AVERAGE OF 5 PATIENTS WERE THERE ON A TEMPORARY BASIS AND 39 WERE RECEIVING CARE ON A LONG-TERM BASIS. OTHER SERVICES OFFERED TO SENIORS ON THE CASA DORINDA CAMPUS INCLUDE: DINING, MAINTENANCE, HOUSEKEEPING, SECURITY, ACTIVITIES, HEALTH AND FITNESS, THERAPIES, SOCIAL AND ADMINISTRATIVE SERVICES. ALL OF THESE PROGRAMS INCLUDING THE THREE LARGEST, ARE WITHIN THE UMBRELLA OF CONTINUING CARE.
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IRS990/OtherExpenses/Total01206717
IRS990/OtherExpenses/Total1950774
IRS990/OtherExpenses/Total2828737
IRS990/OtherExpenses/Total3731326
IRS990/OtherLiabilities/BOY032572484
IRS990/OtherLiabilities/EOY038463225
IRS990/OtherNotesLoansReceivableNet/BOY01059985
IRS990/OtherNotesLoansReceivableNet/EOY03343332
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IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral0726952
IRS990/OtherSalariesAndWages/ProgramServices08314500
IRS990/OtherSalariesAndWages/Total09041452
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral074080
IRS990/PayrollTaxes/ProgramServices0674778
IRS990/PayrollTaxes/Total0748858
IRS990/PensionPlanContributions/ManagementAndGeneral083569
IRS990/PensionPlanContributions/ProgramServices0475836
IRS990/PensionPlanContributions/Total0559405
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY0476775
IRS990/PrepaidExpensesDeferredCharges/EOY0454025
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IRS990/ProfessionalFundraising00
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IRS990/ProgramServiceRevenue/Description0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenue/Description1SERVICE INCOME
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IRS990/ProgramServiceRevenue/TotalRevenueColumn1823508
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IRS990/ReconcilationRevenueExpenses0-790336
IRS990/ReconciliationUnrealizedInvest02104344
IRS990/RegularMonitoringEnforcement01
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IRS990/RelatedOrgControlledEntity00
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IRS990/ReportInvestOthSecurities00
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IRS990/SalariesEtcCurrentYear012495245
IRS990/SalariesEtcPriorYear012174771
IRS990/SavingsAndTempCashInvestments/BOY04681871
IRS990/SavingsAndTempCashInvestments/EOY05123657
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear096773
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year01200
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0322456
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0184437
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years041774
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IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear021635611

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$55,145,302
Liabilities
$52,360,401
Net assets
$2,784,901
Revenue
-
Expenses
$22,507,875
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