Civic Intelligence

Montecito Retirement Association

990 • Fiscal year 2016 • EIN 23-7425754

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 16, 2017

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

86th percentile

0.83x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

2.37x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

76th percentile

13%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$220,943

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

91st percentile

24%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.5%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$78,708,165

Up $15,369,446 (+24%) from 2015

Net Assets

Up

$13,204,783

Up $3,921,617 (+42%) from 2015

Liabilities

Up

$65,503,382

Up $11,447,829 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin76th percentile

Revenue

Up

$27,695,346

Up $405,265 (+1.5%) from 2015

Expenses

Up

$24,159,552

Up $175,430 (+0.7%) from 2015

Net Income

Up

$3,535,794

Up $229,835 (+7.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2016

Assets$78,708,165
Liabilities$65,503,382
Net Assets$13,204,783
Open 2016 Filing

Operations Trend

Revenue Growth46th 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

2016

Revenue$27,695,346
Expenses$24,159,552
Net Income$3,535,794
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 16, 2017
Return Version
2016v3.0
Gross Receipts
$46,769,246
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$34,824,338$39,906,269▲ $5,081,931
Savings and Temporary Cash Investments$4,345,500$33,317,781▲ $28,972,281
Accounts Receivable$1,474,498$1,549,083▲ $74,585
Investments in Publicly Traded Securities$18,314,889$1,172,249▼ $17,142,640
Other Notes and Loans Receivable, Net$3,083,234$668,442▼ $2,414,792
Pledges and Grants Receivable-$608,000-
Prepaid Expenses and Deferred Charges$411,935$525,503▲ $113,568
Inventories for Sale or Use$122,971$198,778▲ $75,807
Total Assets$63,338,719$78,708,165▲ $15,369,446
Other Assets Total$761,354$762,060▲ $706
Liabilities
Other Liabilities$42,502,851$54,780,183▲ $12,277,332
Tax Exempt Bond Liabilities$7,648,906$6,491,639▼ $1,157,267
Accounts Payable and Accrued Expenses$2,185,843$2,549,795▲ $363,952
Deferred Revenue$1,417,953$1,481,765▲ $63,812
Mortgage Notes Payable Secured by Investment Property$300,000$200,000▼ $100,000
Total Liabilities$54,055,553$65,503,382▲ $11,447,829
Net Assets / Fund Balance
Unrestricted Net Assets$7,854,906$11,089,259▲ $3,234,353
Temporarily Rstr Net Assets$1,191,192$1,854,883▲ $663,691
Permanently Rstr Net Assets$237,068$260,641▲ $23,573
Total Net Assets Fund Balance$9,283,166$13,204,783▲ $3,921,617
Total Liabilities and Net Assets / Fund Balance$63,338,719$78,708,165▲ $15,369,446

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$16,945,713$15,402,746$32,348,459
Buildings$9,846,715$17,889,175$27,735,890
Other Land Buildings$5,950,483-$5,950,483
Land$5,015,934-$5,015,934
Equipment$2,147,424$1,497,504$3,644,928

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$237,068$21,000▲ $2,573-$260,641
2015$190,532$47,463▼ $927-$237,068
2014-$190,532--$190,532
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin DrewInterim CEO/CFOFT$158,439$62,504$220,943
Vicky MacgregorSenior Director of Medical ActivitiesFT$173,321$22,574$195,895
Vicky MacgregorSenior Director of Medical Activitie-$155,321$40,574$195,895
Timothy GallagherSenior Director of Plant OperationsFT$148,031$31,860$179,891
Kendra MunozMarketing DirectorFT$98,462$57,509$155,971
Brian MccagueCEOFT$144,384$2,927$147,311
Carol WhitehurstMedical Center DirectorFT$128,182$13,660$141,842
Jerome WilliamsHr DirectorFT$115,194$11,519$126,713
Alan BlaverIt DirectorFT$104,645$11,322$115,967

Board Members and Trustees

NameTitle
William KimseyChairman
Barbara HadleyDirector
Christine LewisDirector
Craig PartonDirector
Dr Roger C DunhamDirector
Dr Ronald LatimerDirector
Edward J MullenDirector
James G McfarlaneDirector
Lachlan HoughDirector
Larry DamDirector
Lynda TannerDirector
Sharon GambleDirector
William MackinnonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Shupe Construction INCConstruction622 W PEDGREGROSA B, Santa Barbara, CA 93101$764,475
Cearnal CollectiveArchitecture521 1/2 STATE STREET, Santa Barbara, CA 93101$629,374
Imperial Electric CoElectrician6445 CALLE REAL, Goleta, CA 93117$404,981
Tb CabinetsConstruction1395 TOWER SQUARE, Ventura, CA 93003$339,990
Gene Sprowl & AssociatesInterior Design210 EAST ORTEGA STREET, Santa Barbara, CA 93101$297,697
Revenue and Support

Revenue Composition

Contributions and Grants
$1,524,183
Program Service Revenue
$24,840,224
Investment Income
$1,330,939
Other Revenue
$0
All Other Contributions
$1,524,183
Change in Net Assets
$3,535,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,695,346
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$388,660
Total Revenue per Audited Statements
$28,084,006
Total Revenue per Form 990
$27,695,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,137,065
Other Expenses$9,981,762
Total Fundraising Expense$171,893
Professional Fundraising Fees$40,725
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,280,720$615,925$98,905$9,995,550
Depreciation Depletion$2,984,092--$2,984,092
Other Employee Benefits$1,875,799$128,016$12,987$2,016,802
All Other Expenses$1,351,659$310,376$14,406$1,676,441
Payroll Taxes$725,054$89,427-$814,481
Current Officers, Directors, Trustees, and Key Employees-$744,039-$744,039
Other Expenses$704,692$45,204$3,745$704,692
Pension Plan Contributions$484,023$82,170-$566,193
Fees for Services Other$377,501--$377,501
Insurance-$291,214-$291,214
Fees for Services Legal-$184,103-$184,103
Interest$96,401--$96,401
Fees for Services Accounting-$84,263-$84,263
Fees for Services Management$46,875$19,307-$66,182
Fees for Service Investment Mgmnt Fees-$62,001-$62,001
Fees for Services Professional Fundraising--$40,725$40,725
Conferences and Meetings$27,965--$27,965
Travel$15,581$4,500$1,125$21,206
Advertising$3,917$7,517-$11,434
Total Functional Expenses$21,314,380$2,673,279$171,893$24,159,552

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,159,552
Total Expenses per Audited Statements$24,159,552
Total Expenses per Form 990$24,159,552
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
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$40,725
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$339,990
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Entrance Fees$48,605,515
Refundable Deposits in Escrow$5,585,400
Deferred Compensation Plan Liabilities$575,623
Liability Under Charitable Remainder Trusts$13,645

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-$5,058,361$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 11B

“The 990 is provided first to the members of the audit committee and made available to the members of the board of directors prior to its 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 executive staff in october 2012. It was updated in 2015 and used by the executive committee to review the compensation range of the executive director. In 2016, the committee considered both the existing salaries of ceo applicants and casa dorinda's operating budget to determine the new ceo's 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
2017-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Mccague
Formed
1970
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
334
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 -2,837.”

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, 2016 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 2013 and by the state of california tax authorities for years before 2012.”

Raw XML AppendixShowing 400 of 785 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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328504
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422574
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt162927
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1714959
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1813660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1911519
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2011322
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IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTINE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2DR ROGER C DUNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM MACKINNON
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM KIMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES G MCFARLANE
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNDA TANNER
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA HADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9EDWARD J MULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm10LACHLAN HOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm11CRAIG PARTON
IRS990/Form990PartVIISectionAGrp/PersonNm12DR RONALD LATIMER
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBIN DREW
IRS990/Form990PartVIISectionAGrp/PersonNm14VICKY MACGREGOR
IRS990/Form990PartVIISectionAGrp/PersonNm15TIMOTHY GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm16BRIAN MCCAGUE
IRS990/Form990PartVIISectionAGrp/PersonNm17KENDRA MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm18CAROL WHITEHURST
IRS990/Form990PartVIISectionAGrp/PersonNm19JEROME WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm20ALAN BLAVER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14173321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15160531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16144384
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17141012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18128182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19115194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20104645
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
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/TitleTxt13INTERIM CEO/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR DIRECTOR OF MEDICAL ACTIVITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR DIRECTOR OF PLANT OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17MARKETING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEDICAL CENTER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20IT DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0866449
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019940349
IRS990/GrossReceiptsAmt046769246
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0291214
IRS990/InsuranceGrp/TotalAmt0291214
IRS990/InterestGrp/ProgramServicesAmt096401
IRS990/InterestGrp/TotalAmt096401
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0122971
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0198778
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0464490
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0464490
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018314889
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01172249
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0104
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034789425
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034824338
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039906269
IRS990/LandBldgEquipCostOrOtherBssAmt074695694
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019073900
IRS990/LoanOutstandingInd00
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/BOYAmt0300000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0200000
IRS990/NetAssetsOrFundBalancesBOYAmt09283166
IRS990/NetAssetsOrFundBalancesEOYAmt013204783
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0866449
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0866449
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0388660
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0761354
IRS990/OtherAssetsTotalGrp/EOYAmt0762060
IRS990/OtherChangesInNetAssetsAmt0-2837
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012987
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0128016
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01875799
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02016802
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3RESIDENT MEDICAL COSTS
IRS990/OtherExpensesGrp/FundraisingAmt03745
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05217
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145204
IRS990/OtherExpensesGrp/ProgramServicesAmt01466313
IRS990/OtherExpensesGrp/ProgramServicesAmt11117857
IRS990/OtherExpensesGrp/ProgramServicesAmt2755931
IRS990/OtherExpensesGrp/ProgramServicesAmt3704692
IRS990/OtherExpensesGrp/TotalAmt01471530
IRS990/OtherExpensesGrp/TotalAmt11117857
IRS990/OtherExpensesGrp/TotalAmt2804880
IRS990/OtherExpensesGrp/TotalAmt3704692
IRS990/OtherLiabilitiesGrp/BOYAmt042502851
IRS990/OtherLiabilitiesGrp/EOYAmt054780183
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt098905
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0615925
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09280720
IRS990/OtherSalariesAndWagesGrp/TotalAmt09995550
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03083234
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0668442
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt089427
IRS990/PayrollTaxesGrp/ProgramServicesAmt0725054
IRS990/PayrollTaxesGrp/TotalAmt0814481
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt082170
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0484023
IRS990/PensionPlanContributionsGrp/TotalAmt0566193
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0237068
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0260641
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0608000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0411935
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0525503
IRS990/PrincipalOfficerNm0BRIAN MCCAGUE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024042052
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1798172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024042052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1798172
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 2016 WAS 263 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 2016 WAS 20.
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,708,165
Liabilities
$65,503,382
Net assets
$13,204,783
Revenue
$27,695,346
Expenses
$24,159,552
Net income
$3,535,794
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