Montecito Retirement Association

California
Registered In
05/08/1973
Incorp. Date

Company Summary

Montecito Retirement Association at 300 Hot Springs Rd, Montecito, Ca 93108 lists Brian Mccague of Santa Barbara, CA and Glynn Caberte of Montecito, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Brian Mccague Individual Agent
1330 PEPPER LN, MONTECITO, CA 93108
Brian Mccague CEO
300 HOT SPRINGS RD, SANTA BARBARA, CA 93108
Glynn Caberte Chief Financial Officer
300 HOT SPRINGS RD, MONTECITO, CA 93108
Victoria Hazard Secretary
2035 BIRNAM WOOD DR, MONTECITO, CA 93108
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300 HOT SPRINGS RD, MONTECITO, CA 93108 View Map
300 HOT SPRINGS RD, SANTA BARBARA, CA 93108 (Mailing) View Map

Financial Information for Montecito Retirement Association

Form 5500

MONTECITO RETIREMENT ASSOCIATION

300 Hot Springs Road, Santa Barbara, Ca 93108 (805) 969-8011 EIN:23-7425754 Plan Admin:David Duarte
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCASA DORINDA HEALTH AND WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY205 / 0 Assets BOY/EOY$0 / $0 2022 CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN - Plan #501 205 / 0 $0 / $0
2021 Plan NameCASA DORINDA HEALTH AND WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY215 / 0 Assets BOY/EOY$0 / $0 2021 CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN - Plan #501 215 / 0 $0 / $0
2020 Plan NameCASA DORINDA WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 2020 CASA DORINDA WELFARE BENEFIT PLAN - Plan #501 208 / 0 $0 / $0
2019 Plan NameCASA DORINDA WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 2019 CASA DORINDA WELFARE BENEFIT PLAN - Plan #501 208 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

MONTECITO RETIREMENT ASSOCIATION

300 Hot Springs Rd Suite 300, Santa Barbara, Ca 93108-2037 EIN:23-7425754 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Supportive Housing for Older Adults
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps378 Contributions$1,066,909 Revenue$36,999,925 Expenses$35,714,026 Assets EOY$152,711,522 Liabilities$120,099,510 2022 378 $1,066,909 $36,999,925 $35,714,026 $152,711,522 $120,099,510
2021 # of Emps329 Contributions$913,702 Revenue$32,824,214 Expenses$31,376,245 Assets EOY$155,694,158 Liabilities$120,080,747 2021 329 $913,702 $32,824,214 $31,376,245 $155,694,158 $120,080,747
2020 # of Emps330 Contributions$671,061 Revenue$29,919,706 Expenses$29,123,983 Assets EOY$147,965,717 Liabilities$115,112,201 2020 330 $671,061 $29,919,706 $29,123,983 $147,965,717 $115,112,201
2019 # of Emps346 Contributions$757,072 Revenue$28,938,264 Expenses$27,287,288 Assets EOY$123,201,859 Liabilities$93,405,681 2019 346 $757,072 $28,938,264 $27,287,288 $123,201,859 $93,405,681
2018 # of Emps361 Contributions$3,830,129 Revenue$32,579,232 Expenses$26,037,780 Assets EOY$103,422,491 Liabilities$77,973,674 2018 361 $3,830,129 $32,579,232 $26,037,780 $103,422,491 $77,973,674
Tax Returns based on Form 990 & 990N.
Address Match:300 Hot Springs Rd Santa Barbara, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor Internal Revenue Service
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