Civic Intelligence

Montecito Retirement Association

990 • Fiscal year 2015 • EIN 23-7425754

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 14, 2016

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

0.85x

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

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

1.98x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

43rd percentile

$297,648

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

4.4%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$63,338,719

Down $147,753 (-0.2%) from 2014

Net Assets

Up

$9,283,166

Up $1,471,681 (+19%) from 2014

Liabilities

Down

$54,055,553

Down $1,619,434 (-2.9%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin70th percentile

Revenue

Up

$27,290,081

Up $1,139,870 (+4.4%) from 2014

Expenses

Up

$23,984,122

Up $429,234 (+1.8%) from 2014

Net Income

Up

$3,305,959

Up $710,636 (+27%) from 2014

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

2015

Assets$63,338,719
Liabilities$54,055,553
Net Assets$9,283,166
Open 2015 Filing

Operations Trend

Revenue Growth51st 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

2015

Revenue$27,290,081
Expenses$23,984,122
Net Income$3,305,959
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 14, 2016
Return Version
2015v2.1
Gross Receipts
$30,544,220
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$33,258,957$34,824,338▲ $1,565,381
Investments in Publicly Traded Securities$18,800,220$18,314,889▼ $485,331
Savings and Temporary Cash Investments$5,172,747$4,345,500▼ $827,247
Other Notes and Loans Receivable, Net$3,114,658$3,083,234▼ $31,424
Accounts Receivable$1,572,809$1,474,498▼ $98,311
Prepaid Expenses and Deferred Charges$312,285$411,935▲ $99,650
Receivables From Officers Etc$286,353$0▼ $286,353
Inventories for Sale or Use$168,558$122,971▼ $45,587
Total Assets$63,486,472$63,338,719▼ $147,753
Other Assets Total$799,885$761,354▼ $38,531
Liabilities
Other Liabilities$43,769,603$42,502,851▼ $1,266,752
Tax Exempt Bond Liabilities$8,764,626$7,648,906▼ $1,115,720
Accounts Payable and Accrued Expenses$1,351,760$2,185,843▲ $834,083
Deferred Revenue$1,413,998$1,417,953▲ $3,955
Mortgage Notes Payable Secured by Investment Property$375,000$300,000▼ $75,000
Total Liabilities$55,674,987$54,055,553▼ $1,619,434
Net Assets / Fund Balance
Unrestricted Net Assets$6,968,277$7,854,906▲ $886,629
Temporarily Rstr Net Assets$652,676$1,191,192▲ $538,516
Permanently Rstr Net Assets$190,532$237,068▲ $46,536
Total Net Assets Fund Balance$7,811,485$9,283,166▲ $1,471,681
Total Liabilities and Net Assets / Fund Balance$63,486,472$63,338,719▼ $147,753

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,393,604$17,342,286$27,735,890
Leasehold Improvements$14,035,485$13,458,218$27,493,703
Land$5,015,934-$5,015,934
Other Land Buildings$3,805,897-$3,805,897
Equipment$1,573,418$2,090,447$3,663,865

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$190,532$47,463▼ $927-$237,068
2014-$190,532--$190,532
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron SchaeferCEOFT$203,746$93,902$297,648
Robin DrewCFOFT$152,049$46,633$198,682
Vicky MacgregorSenior Director of HealthFT$154,056$40,888$194,944
Timothy GallagherSenior Director of OperatiFT$146,468$32,709$179,177
Carol WhitehurstEducational DirectorFT$125,320$16,020$141,340
Kendra MunozDirector of SalesFT$120,501$12,803$133,304
Mary LittlejohnDirector of AdvancementFT$104,209$11,081$115,290
Alan BlaverDirector of Information SystemsFT$100,324$13,426$113,750
Scott SchonzeitDirector of Dining ServicesFT$102,441$10,997$113,438

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Nomurayamasaki LandscapesLandscaping6187 VERDURA AVENUE, Goleta, CA 93117$236,326
Gene Sprowl & AssociatesInterior Design210 EAST ORTEGA STREET, Santa Barbara, CA 93101$232,394
Cearnal Andrulaitis LLPArchitecture521 1/2 STATE STREET, Santa Barbara, CA 93101$231,124
Ken JonesPlumbing847 CHELTENHAM ROAD, Santa Barbara, CA 93105$169,833
Tb CabinetsConstruction1395 TOWER SQUARE, Ventura, CA 93003$142,757
Revenue and Support

Revenue Composition

Contributions and Grants
$734,481
Program Service Revenue
$25,273,890
Investment Income
$1,281,710
Other Revenue
$0
All Other Contributions
$734,481
Change in Net Assets
$3,305,959

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,290,081
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,832,501
Total Revenue per Audited Statements
$25,457,580
Total Revenue per Form 990
$27,290,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,979,891
Other Expenses$10,004,231
Total Fundraising Expense$176,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,955,983$415,490$109,042$9,480,515
Depreciation Depletion$2,869,552--$2,869,552
Other Employee Benefits$2,102,141$131,037$11,151$2,244,329
All Other Expenses$1,280,303$332,532$9,553$1,622,388
Current Officers, Directors, Trustees, and Key Employees-$870,453-$870,453
Payroll Taxes$715,797$79,379-$795,176
Other Expenses$698,075$54,696$6,140$698,075
Pension Plan Contributions$483,802$105,616-$589,418
Fees for Services Other$384,442-$37,300$421,742
Insurance-$366,217-$366,217
Interest$218,973--$218,973
Fees for Services Legal-$135,994-$135,994
Fees for Services Accounting-$76,707-$76,707
Fees for Services Management$30,389$33,267-$63,656
Fees for Service Investment Mgmnt Fees-$61,444-$61,444
Travel$18,192$32,764$3,499$54,455
Advertising$14,537--$14,537
Total Functional Expenses$21,109,845$2,697,592$176,685$23,984,122

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,984,122
Total Expenses per Audited Statements$23,984,122
Total Expenses per Form 990$23,984,122
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$142,757

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$286,353$0▼ $286,353
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Entrance Fees$41,953,801
Deferred Compensation Plan Liabilities$533,689
Liability Under Charitable Remainder Trusts$15,361

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-$3,901,094$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 first to the audit committee. The mra audit committee reviews the tax return in draft form and recommends approval to the board of directors. The board reviews it before it is filed.”

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 executive staff in october 2012. It was updated in 2015 and used by the executive committee to review the compensation of the executive director and to propose changes to his compensation. The executive director determines the compensation of other management positions in conjunction with the board approved budget.”

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
2016-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Drew
Formed
1970
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
333
Volunteers
0

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 -1,777.”

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, 2015 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 2012 and by the state of california tax authorities for years before 2011.”

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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/PersonNm16ROBIN DREW
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IRS990/Form990PartVIISectionAGrp/PersonNm18TIMOTHY GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm19KENDRA MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm20CAROL WHITEHURST
IRS990/Form990PartVIISectionAGrp/PersonNm21MARY LITTLEJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm22ALAN BLAVER
IRS990/Form990PartVIISectionAGrp/PersonNm23SCOTT SCHONZEIT
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR DIRECTOR OF HEALTH
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR DIRECTOR OF OPERATI
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt20EDUCATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF INFORMATION SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF DINING SERVICES
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IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,338,719
Liabilities
$54,055,553
Net assets
$9,283,166
Revenue
$27,290,081
Expenses
$23,984,122
Net income
$3,305,959
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