Civic Intelligence

Montecito Retirement Association

990 • Fiscal year 2014 • EIN 23-7425754

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

Organization ProfileWWW.CASADORINDA.ORG

View Organization Page

300 Hot Springs RoadMontecito, CA 93108

(805) 969-8011

Siviq Scores

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

Liabilities / Assets

87th percentile

0.88x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

2.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

65th percentile

9.9%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

39th percentile

$271,538

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

38th percentile

2.8%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$63,486,472

Up $1,710,988 (+2.8%) from 2013

Net Assets

Up

$7,811,485

Up $1,503,250 (+24%) from 2013

Liabilities

Up

$55,674,987

Up $207,738 (+0.4%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin65th percentile

Revenue

Up

$26,150,211

Up $2,155,146 (+9.0%) from 2013

Expenses

Up

$23,554,888

Up $1,013,407 (+4.5%) from 2013

Net Income

Up

$2,595,323

Up $1,141,739 (+79%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2014

Assets$63,486,472
Liabilities$55,674,987
Net Assets$7,811,485
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

2014

Revenue$26,150,211
Expenses$23,554,888
Net Income$2,595,323
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$28,188,846
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.

The montecito retirement association operates casa dorinda, a ccrc lifecare retirement community in montecito, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$31,968,177$33,258,957▲ $1,290,780
Investments in Publicly Traded Securities$17,056,331$18,800,220▲ $1,743,889
Savings and Temporary Cash Investments$5,792,890$5,172,747▼ $620,143
Other Notes and Loans Receivable, Net$3,736,009$3,114,658▼ $621,351
Accounts Receivable$1,607,285$1,572,809▼ $34,476
Prepaid Expenses and Deferred Charges$406,427$312,285▼ $94,142
Receivables From Officers Etc$296,508$286,353▼ $10,155
Inventories for Sale or Use$116,387$168,558▲ $52,171
Total Assets$61,775,484$63,486,472▲ $1,710,988
Other Assets Total$795,470$799,885▲ $4,415
Liabilities
Other Liabilities$41,858,028$43,769,603▲ $1,911,575
Tax Exempt Bond Liabilities$9,841,572$8,764,626▼ $1,076,946
Deferred Revenue$1,347,508$1,413,998▲ $66,490
Accounts Payable and Accrued Expenses$1,920,141$1,351,760▼ $568,381
Mortgage Notes Payable Secured by Investment Property$500,000$375,000▼ $125,000
Total Liabilities$55,467,249$55,674,987▲ $207,738
Net Assets / Fund Balance
Unrestricted Net Assets$5,579,984$6,968,277▲ $1,388,293
Temporarily Rstr Net Assets$728,251$652,676▼ $75,575
Permanently Rstr Net Assets-$190,532-
Total Net Assets Fund Balance$6,308,235$7,811,485▲ $1,503,250
Total Liabilities and Net Assets / Fund Balance$61,775,484$63,486,472▲ $1,710,988

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,629,767$15,774,033$29,403,800
Buildings$11,144,630$16,591,260$27,735,890
Land$5,015,934-$5,015,934
Equipment$1,611,638$2,187,785$3,799,423
Other Land Buildings$1,856,988-$1,856,988

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014-$190,532--$190,532
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron SchaeferCEOFT$187,919$83,619$271,538
Robin DrewCFOFT$148,758$46,741$195,499
Vicky MacgregorSenior Director of HealthFT$140,964$38,721$179,685
Timothy GallagherSenior Director of OperatiFT$133,556$35,966$169,522
Carol WhitehurstEducational DirectorFT$122,406$15,793$138,199
Kendra MunozDirector of SalesFT$114,326$12,249$126,575
Laura ThomasHuman Resources DirectorFT$104,705$12,252$116,957

Board Members and Trustees

NameTitle
Jim ShattuckChairman
William KimseyVice-chairman/treasurer
Craig PartonDirector
Dr Ronald LatimerDirector
Earl ArmstrongDirector
Fred H SahharDirector
James EbrightDirector
Joe HardinDirector
Julie McgovernDirector
Lynda TannerDirector
Robert AdamsDirector
Sharon GambleDirector
William MackinnonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Richard HallbergInterior Design8720 MELROSE AVENUE, Los Angeles, CA 90069$982,231
Shupe ConstructionConstruction622 W PEDREGOSA B, Santa Barbara, CA 93101$524,780
Imperial Electric CompanyElectrician6445 CALLE REAL, Goleta, CA 93117$302,105
Nomurayamasaki LandscapesLandscaping6187 VERDURA AVENUE, Goleta, CA 93117$232,349
Tb CabinetsConstruction1395 TOWER SQUARE, Ventura, CA 93003$209,610
Revenue and Support

Revenue Composition

Contributions and Grants
$362,800
Program Service Revenue
$23,838,655
Investment Income
$1,948,756
Other Revenue
$0
All Other Contributions
$362,800
Change in Net Assets
$2,595,323

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$119,244Fair Market Value
Total Noncash Contributions4$119,244-

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,150,211
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,090,014
Total Revenue per Audited Statements
$25,060,197
Total Revenue per Form 990
$26,150,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,654,380
Other Expenses$9,900,508
Total Fundraising Expense$46,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,645,578$472,150-$9,117,728
Depreciation Depletion$2,761,965--$2,761,965
Other Employee Benefits$2,243,859$136,633-$2,380,492
All Other Expenses$1,317,882$304,016-$1,621,898
Current Officers, Directors, Trustees, and Key Employees-$816,244-$816,244
Payroll Taxes$676,366$81,628-$757,994
Other Expenses$680,783$53,081$5,487$739,351
Pension Plan Contributions$469,591$112,331-$581,922
Fees for Services Other$533,697--$533,697
Insurance-$335,659-$335,659
Interest$261,383--$261,383
Fees for Services Legal-$103,757-$103,757
Fees for Service Investment Mgmnt Fees-$103,357-$103,357
Fees for Services Management$29,443$46,327-$75,770
Fees for Services Accounting-$72,657-$72,657
Travel$11,588$28,879-$40,467
Advertising$20,133-$295$20,428
Total Functional Expenses$20,838,302$2,670,304$46,282$23,554,888

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,554,888
Total Expenses per Audited Statements$23,554,888
Total Expenses per Form 990$23,554,888
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owner Is Brother-in-law of Associate Director of FinanceSupplies and Labor for Custom Cabinets, Kitchens and BathroomsNo$209,610

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$296,508$286,353▼ $10,155
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Entrance Fees$43,194,028
Deferred Compensation Plan Liabilities$558,308
Liability Under Charitable Remainder Trusts$17,267

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACounty of Santa Barbara W Financing From Santa Barbara Bank and Trust2012-03-01$11,550,000To take advantage of lower interest rates in order to improve cash flow

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,550,000-$2,785,374$250,773

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 is provided to the board of directors in draft form for comment. Board members address any concerns or questions to the audit committee. The audit committee approves the return for filing.”

Form 990, Part VI, Section B, Line 12C

“New members are given a copy of the conflict of interest statement and ethics declaration upon joining the montecito retirement association board of directors. The newly elected members are asked to read the statement, sign and comply with the policy during their term. All members sign the statement annually thereafter. The corporate compliance committee monitors and enforces compliance with this policy.”

Form 990, Part VI, Section B, Line 15

“The executive committee engaged the services of futuresense, an independent consultant, to complete a competitive compensation review of roughly 30 positions including management and executive staff in october 2012. The executive committee used the study to review the compensation of the executive director and to propose changes to his compensation to the board of directors. The executive director determines the compensation of other management positions in conjunction with the board approved budget. Futuresense updated their study in 2015 and it was used by the executive director to evaluate senior management salaries.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are avaliable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montecito Retirement Association
EIN
23-7425754
Phone
8059698011
Address
300 HOT SPRINGS ROAD, MONTECITO, CA 93108

Signing Officer

Name
Robin Drew
Title
CFO
Phone
8059698011
Signed
2015-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Schaefer
Formed
1970
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
316
Volunteers
2

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
John J Britton
Phone
8059637811
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trusts -2,059.”

Form 990, Part XII, Line 2C

“There is no change from the prior year.”

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

“Montecito retirement association 300 hot springs road montecito, ca 93108 employer identification number: 23-7425754 for the year ending december 31, 2014 montecito retirement association is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Financial Statement Notes

PART X, LINE 2:

“The financial accounting standards board issued new guidance on accounting for uncertainty in income taxes, which the association adopted as of january 1, 2009. The updated standard addresses determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Management evaluated the association's tax positions and concluded that the association had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The association is no longer subject to examination by the u.s. Federal tax authorities for years before 2011 and by the state of california tax authorities for years before 2010.”

Raw XML AppendixShowing 400 of 755 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1333619
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1427677
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521202
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1712249
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1815793
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1912252
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM SHATTUCK
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES EBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3JOE HARDIN
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM KIMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE MCGOVERN
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNDA TANNER
IRS990/Form990PartVIISectionAGrp/PersonNm8FRED H SAHHAR
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM MACKINNON
IRS990/Form990PartVIISectionAGrp/PersonNm10EARL ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm11CRAIG PARTON
IRS990/Form990PartVIISectionAGrp/PersonNm12DR RONALD LATIMER
IRS990/Form990PartVIISectionAGrp/PersonNm13RON SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBIN DREW
IRS990/Form990PartVIISectionAGrp/PersonNm15VICKY MACGREGOR
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm17KENDRA MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm18CAROL WHITEHURST
IRS990/Form990PartVIISectionAGrp/PersonNm19LAURA THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13237919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14167822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15158483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16150085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114326
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18122406
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19104705
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-CHAIRMAN/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR DIRECTOR OF HEALTH
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR DIRECTOR OF OPERATI
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt18EDUCATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19HUMAN RESOURCES DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01477171
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03515806
IRS990/GrossReceiptsAmt028188846
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0335659
IRS990/InsuranceGrp/TotalAmt0335659
IRS990/InterestGrp/ProgramServicesAmt0261383
IRS990/InterestGrp/TotalAmt0261383
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0116387
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0168558
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0471585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0471585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017056331
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018800220
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0105
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034553078
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031968177
IRS990/LandBldgEquipBasisNetGrp/EOYAmt033258957
IRS990/LandBldgEquipCostOrOtherBssAmt067812035
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02038635
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0375000
IRS990/NetAssetsOrFundBalancesBOYAmt06308235
IRS990/NetAssetsOrFundBalancesEOYAmt07811485
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01477171
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01477171
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1090014
IRS990/NoncashContributionsAmt0119244
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0795470
IRS990/OtherAssetsTotalGrp/EOYAmt0799885
IRS990/OtherChangesInNetAssetsAmt0-2059
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0136633
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02243859
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02380492
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2RESIDENT MEDICAL COSTS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt040500
IRS990/OtherExpensesGrp/FundraisingAmt15487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt153081
IRS990/OtherExpensesGrp/ProgramServicesAmt01340217
IRS990/OtherExpensesGrp/ProgramServicesAmt11083487
IRS990/OtherExpensesGrp/ProgramServicesAmt2762330
IRS990/OtherExpensesGrp/ProgramServicesAmt3680783
IRS990/OtherExpensesGrp/TotalAmt01343802
IRS990/OtherExpensesGrp/TotalAmt11083487
IRS990/OtherExpensesGrp/TotalAmt2802830
IRS990/OtherExpensesGrp/TotalAmt3739351
IRS990/OtherLiabilitiesGrp/BOYAmt041858028
IRS990/OtherLiabilitiesGrp/EOYAmt043769603
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0472150
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08645578
IRS990/OtherSalariesAndWagesGrp/TotalAmt09117728
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03736009
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03114658
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt081628
IRS990/PayrollTaxesGrp/ProgramServicesAmt0676366
IRS990/PayrollTaxesGrp/TotalAmt0757994
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0112331
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0469591
IRS990/PensionPlanContributionsGrp/TotalAmt0581922
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0190532
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0406427
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0312285
IRS990/PrincipalOfficerNm0RON SCHAEFER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023033629
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1805026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023033629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1805026
IRS990/ProgSrvcAccomActy2Grp/Desc0CASA 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 2014 WAS 274 RESIDENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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 2014 WAS 22.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER 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.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082898
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0936128
IRS990/PYOtherExpensesAmt09538310
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt022976039
IRS990/PYRevenuesLessExpensesAmt01453584
IRS990/PYSalariesCompEmpBnftPaidAmt013003171
IRS990/PYTotalExpensesAmt022541481
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023995065
IRS990/QuidProQuoContributionsInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,486,472
Liabilities
$55,674,987
Net assets
$7,811,485
Revenue
$26,150,211
Expenses
$23,554,888
Net income
$2,595,323
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