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Employer Identification Number 23-7425754

MONTECITO RETIREMENT ASSOCIATION is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:MONTECITO RETIREMENT ASSOCIATION
Employer identification number (EIN):23-7425754
EIN TypeTrusts, Estates, and Non-Profit/Exempt Organizations under the Tax Equity and Fiscal Responsibility Act (TEFRA)
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:621610
NAIC Description:Home Health Care Services
401k Pension/Benefits registration MONTECITO RETIREMENT ASSOCIATION 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTHE MONTECITO RETIREMENT ASSOCIATION OPERATES CASA DORINDA, A CCRC LIFECARE RETIREMENT COMMUNITY IN MONTECITO, CALIFORNIA.
Number of Employees297
Number of Volunteers0
Year Formed1970

Organization Governance

Legal DomicileCA
Voting Members - Governing Body12
Voting Members - Independent12

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 30,428,843
Program Service Revenue from current yearUSD $ 35,346,922
Investment Income from prior yearUSD $ 1,262,751
Investment Income from current yearUSD $ 386,114
Other Revenue from prior yearUSD $ 218,918
Other Revenue from current yearUSD $ 199,980
Gross receipts from all sourcesUSD $ 37,054,507
Net assets / fund balances at end of fiscal yearUSD $ 32,612,012
Net assets / fund balances at beginning of fiscal yearUSD $ 35,613,411
Total liabilities at end of fiscal yearUSD $ 120,099,510
Total liabilities at beginning of fiscal yearUSD $ 120,080,747
Total assets at end of fiscal yearUSD $ 152,711,522
Total assets at beginning of fiscal yearUSD $ 155,694,158
Revenues less expenses for current yearUSD $ 1,285,899
Revenues less expenses for previous yearUSD $ 1,447,969
Total expenses for current yearUSD $ 35,714,026
Total expenses for previous yearUSD $ 31,376,245
Other expenses in current yearUSD $ 16,880,570
Other expenses in previous yearUSD $ 14,483,637
Total fundraising expenses in current yearUSD $ 209,687
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 18,775,106
Employee salary and benefits paid in previous yearUSD $ 16,834,823
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 58,350
Grants and similar amounts paid in previous yearUSD $ 57,785
Total revenue in current fiscal yearUSD $ 36,999,925
Total revenue in previous fiscal yearUSD $ 32,824,214
Contributions and grants from current yearUSD $ 1,066,909
Contributions and grants from previous yearUSD $ 913,702
Total of other revenueUSD $ 199,980
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 28,369,444
Program Service Revenue from current yearUSD $ 30,428,843
Investment Income from prior yearUSD $ 716,401
Investment Income from current yearUSD $ 1,262,751
Other Revenue from prior yearUSD $ 162,800
Other Revenue from current yearUSD $ 218,918
Gross receipts from all sourcesUSD $ 34,954,019
Net assets / fund balances at end of fiscal yearUSD $ 35,613,411
Net assets / fund balances at beginning of fiscal yearUSD $ 32,853,516
Total liabilities at end of fiscal yearUSD $ 120,080,747
Total liabilities at beginning of fiscal yearUSD $ 115,112,201
Total assets at end of fiscal yearUSD $ 155,694,158
Total assets at beginning of fiscal yearUSD $ 147,965,717
Revenues less expenses for current yearUSD $ 1,447,969
Revenues less expenses for previous yearUSD $ 795,723
Total expenses for current yearUSD $ 31,376,245
Total expenses for previous yearUSD $ 29,123,983
Other expenses in current yearUSD $ 14,483,637
Other expenses in previous yearUSD $ 12,561,938
Total fundraising expenses in current yearUSD $ 204,385
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 16,834,823
Employee salary and benefits paid in previous yearUSD $ 16,477,020
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 57,785
Grants and similar amounts paid in previous yearUSD $ 85,025
Total revenue in current fiscal yearUSD $ 32,824,214
Total revenue in previous fiscal yearUSD $ 29,919,706
Contributions and grants from current yearUSD $ 913,702
Contributions and grants from previous yearUSD $ 671,061
Total of other revenueUSD $ 218,918
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 27,184,129
Program Service Revenue from current yearUSD $ 28,369,444
Investment Income from prior yearUSD $ 915,881
Investment Income from current yearUSD $ 716,401
Other Revenue from prior yearUSD $ 81,182
Other Revenue from current yearUSD $ 162,800
Gross receipts from all sourcesUSD $ 31,409,285
Net assets / fund balances at end of fiscal yearUSD $ 32,853,516
Net assets / fund balances at beginning of fiscal yearUSD $ 29,796,178
Total liabilities at end of fiscal yearUSD $ 115,112,201
Total liabilities at beginning of fiscal yearUSD $ 93,405,681
Total assets at end of fiscal yearUSD $ 147,965,717
Total assets at beginning of fiscal yearUSD $ 123,201,859
Revenues less expenses for current yearUSD $ 795,723
Revenues less expenses for previous yearUSD $ 1,650,976
Total expenses for current yearUSD $ 29,123,983
Total expenses for previous yearUSD $ 27,287,288
Other expenses in current yearUSD $ 12,561,938
Other expenses in previous yearUSD $ 11,655,967
Total fundraising expenses in current yearUSD $ 194,415
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 16,477,020
Employee salary and benefits paid in previous yearUSD $ 15,561,321
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 85,025
Grants and similar amounts paid in previous yearUSD $ 70,000
Total revenue in current fiscal yearUSD $ 29,919,706
Total revenue in previous fiscal yearUSD $ 28,938,264
Contributions and grants from current yearUSD $ 671,061
Contributions and grants from previous yearUSD $ 757,072
Total of other revenueUSD $ 162,800
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 26,640,326
Program Service Revenue from current yearUSD $ 27,064,348
Investment Income from prior yearUSD $ 759,325
Investment Income from current yearUSD $ 693,238
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 991,517
Gross receipts from all sourcesUSD $ 34,898,755
Net assets / fund balances at end of fiscal yearUSD $ 25,448,817
Net assets / fund balances at beginning of fiscal yearUSD $ 20,867,714
Total liabilities at end of fiscal yearUSD $ 77,973,674
Total liabilities at beginning of fiscal yearUSD $ 68,941,246
Total assets at end of fiscal yearUSD $ 103,422,491
Total assets at beginning of fiscal yearUSD $ 89,808,960
Revenues less expenses for current yearUSD $ 6,541,452
Revenues less expenses for previous yearUSD $ 5,315,393
Total expenses for current yearUSD $ 26,037,780
Total expenses for previous yearUSD $ 25,328,063
Other expenses in current yearUSD $ 11,403,445
Other expenses in previous yearUSD $ 10,716,350
Total fundraising expenses in current yearUSD $ 188,167
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 22,244
Employee salary and benefits paid in current yearUSD $ 14,579,335
Employee salary and benefits paid in previous yearUSD $ 14,589,469
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 55,000
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 32,579,232
Total revenue in previous fiscal yearUSD $ 30,643,456
Contributions and grants from current yearUSD $ 3,830,129
Contributions and grants from previous yearUSD $ 3,243,805
Total of other revenueUSD $ 991,517
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 24,840,224
Program Service Revenue from current yearUSD $ 26,640,326
Investment Income from prior yearUSD $ 1,330,939
Investment Income from current yearUSD $ 759,325
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 31,961,349
Net assets / fund balances at end of fiscal yearUSD $ 20,867,714
Net assets / fund balances at beginning of fiscal yearUSD $ 13,204,783
Total liabilities at end of fiscal yearUSD $ 68,941,246
Total liabilities at beginning of fiscal yearUSD $ 65,503,382
Total assets at end of fiscal yearUSD $ 89,808,960
Total assets at beginning of fiscal yearUSD $ 78,708,165
Revenues less expenses for current yearUSD $ 5,315,393
Revenues less expenses for previous yearUSD $ 3,535,794
Total expenses for current yearUSD $ 25,328,063
Total expenses for previous yearUSD $ 24,159,552
Other expenses in current yearUSD $ 10,716,350
Other expenses in previous yearUSD $ 9,981,762
Total fundraising expenses in current yearUSD $ 194,705
Professional fundraising fees from current yearUSD $ 22,244
Professional fundraising fees from previous yearUSD $ 40,725
Employee salary and benefits paid in current yearUSD $ 14,589,469
Employee salary and benefits paid in previous yearUSD $ 14,137,065
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 30,643,456
Total revenue in previous fiscal yearUSD $ 27,695,346
Contributions and grants from current yearUSD $ 3,243,805
Contributions and grants from previous yearUSD $ 1,524,183
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 23,838,655
Program Service Revenue from current yearUSD $ 25,273,890
Investment Income from prior yearUSD $ 1,948,756
Investment Income from current yearUSD $ 1,281,710
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 30,544,220
Net assets / fund balances at end of fiscal yearUSD $ 9,283,166
Net assets / fund balances at beginning of fiscal yearUSD $ 7,811,485
Total liabilities at end of fiscal yearUSD $ 54,055,553
Total liabilities at beginning of fiscal yearUSD $ 55,674,987
Total assets at end of fiscal yearUSD $ 63,338,719
Total assets at beginning of fiscal yearUSD $ 63,486,472
Revenues less expenses for current yearUSD $ 3,305,959
Revenues less expenses for previous yearUSD $ 2,595,323
Total expenses for current yearUSD $ 23,984,122
Total expenses for previous yearUSD $ 23,554,888
Other expenses in current yearUSD $ 10,004,231
Other expenses in previous yearUSD $ 9,900,508
Total fundraising expenses in current yearUSD $ 176,685
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 13,979,891
Employee salary and benefits paid in previous yearUSD $ 13,654,380
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 27,290,081
Total revenue in previous fiscal yearUSD $ 26,150,211
Contributions and grants from current yearUSD $ 734,481
Contributions and grants from previous yearUSD $ 362,800
2014-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 22,976,039
Program Service Revenue from current yearUSD $ 23,838,655
Investment Income from prior yearUSD $ 936,128
Investment Income from current yearUSD $ 1,948,756
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 28,188,846
Net assets / fund balances at end of fiscal yearUSD $ 7,811,485
Net assets / fund balances at beginning of fiscal yearUSD $ 6,308,235
Total liabilities at end of fiscal yearUSD $ 55,674,987
Total liabilities at beginning of fiscal yearUSD $ 55,467,249
Total assets at end of fiscal yearUSD $ 63,486,472
Total assets at beginning of fiscal yearUSD $ 61,775,484
Revenues less expenses for current yearUSD $ 2,595,323
Revenues less expenses for previous yearUSD $ 1,453,584
Total expenses for current yearUSD $ 23,554,888
Total expenses for previous yearUSD $ 22,541,481
Other expenses in current yearUSD $ 9,900,508
Other expenses in previous yearUSD $ 9,538,310
Total fundraising expenses in current yearUSD $ 46,282
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 13,654,380
Employee salary and benefits paid in previous yearUSD $ 13,003,171
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 26,150,211
Total revenue in previous fiscal yearUSD $ 23,995,065
Contributions and grants from current yearUSD $ 362,800
Contributions and grants from previous yearUSD $ 82,898

Other Company Names associated with EIN

MONTECITO RETIREMENT ASSOCIATION

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 237425754

USA Mailing Address
300 HOT SPRINGS ROAD
MONTECITO
CA
93108
Date first seen: 2008-09-01
Date last seen: 2024-07-31
USA Location Address
300 HOT SPRINGS ROAD
MONTECITO
CA
93108
Date first seen: 2008-09-01
Date last seen: 2024-07-31
USA Mailing Address
300 HOT SPRINGS RD
MONTECITO
CA
931082037
Date first seen: 2010-10-13
Date last seen: 2014-09-25

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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