Montecito Retirement Association
Donations deductibleMontecito Retirement Association's network
16 people12 organisationsi16 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Katina Zaninovich Chair | Board Chair | 2020 | 6 yrs |
| Andy Gifford | Director | 2024 | 2 yrs |
| Barkley Kern | Director | 2023 | 3 yrs |
| Brian McCague | CEO | 2023 | 3 yrs |
| Bruce Stevens | Director | 2024 | 2 yrs |
| Christopher J Toomey | Director | 2020 | 6 yrs |
| David Brown | Director | 2022 | 4 yrs |
| Diana Lovan | Director | 2023 | 3 yrs |
| Dr Jeffrey Kupperman MD | Director | 2023 | 3 yrs |
| Dr Ramona Clark | Director | 2020 | 6 yrs |
| James G McFarlane (also filed as James McFarlane) | Director | 2018 | 8 yrs |
| Matt Brown | Board Secretary | 2022 | 4 yrs |
| Sena Woodall | Director | 2024 | 2 yrs |
| Stephen Hicks | Director | 2020 | 6 yrs |
| Steve Fellows | Director | 2024 | 2 yrs |
| William Curtis | Director | 2023 | 3 yrs |
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alan Blaver | Senior Director General Operations | since 2018 |
| Brian McCague | President | since 2018 |
| Carol Whitehurst | Medical Center Director | since 2018 |
| Glynn Caberte | CFO | since 2022 |
| Jerome Williams | HR Director | since 2018 |
| Katie M Hoegh-Guldberg | Marketing Director | since 2018 |
| Lisa Thomas | Fundraising Director | 2020 |
| Margaret Stevens | Director of Human Resources | since 2021 |
| Nicole Ramirez | Senior Director of Resident Services | since 2023 |
| Nora Lieber | Sales and Marketing Manager | 2021 |
| Robin Drew | Vice President | since 2018 |
| Therese Brown | Senior Director Medical Operations | since 2022 |
| Timothy Gallagher | Senior Director of Plant O | since 2018 |
| Vicky Macgregor | Senior Director of Medical | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Brian McCague | CEO | 40 | $533k | $57k | |
| Glynn Caberte | CFO | 40 | $233k | $35k | |
| Alan Blaver | Senior Director General Op | 40 | $202k | $31k | |
| Therese Brown | Senior Director Medical Op | 40 | $201k | $31k | |
| Nicole Ramirez | Senior Director of Residen | 40 | $198k | $38k | |
| Katie M Hoegh-Guldberg | Director of Marketing | 40 | $163k | $18k | |
| Margaret Stevens | Director of Human Resources | 40 | $145k | $16k | |
| Dr Ramona Clark | Director | 2 | $0 | ||
| Katina Zaninovich | Board Chair | 2 | $0 | ||
| Stephen Hicks | Director | 2 | $0 | ||
| Christopher J Toomey | Director | 2 | $0 | ||
| David Brown | Director | 2 | $0 | ||
| Matt Brown | Board Secretary | 2 | $0 | ||
| Dr Jeffrey Kupperman MD | Director | 2 | $0 | ||
| William Curtis | Director | 2 | $0 | ||
| Diana Lovan | Director | 2 | $0 | ||
| Andy Gifford | Director | 2 | $0 | ||
| Barkley Kern | Director | 2 | $0 | ||
| James McFarlane | Director | 2 | $0 | ||
| Sena Woodall | Director | 2 | $0 | ||
| Bruce Stevens | Director | 2 | $0 | ||
| Steve Fellows | Director | 2 | $0 |
About
- Legal name
- Montecito Retirement Association
- EIN
- 237425754
- Address
- 300 Hot Springs Rd Suite 300, Santa Barbara, CA, 93108-2037
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- P750 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 9 (IRS master file code)
- Formed
- 1970
- Principal officer
- Brian McCague (as named on the Form 990)
- IRS ruling date
- 1 April 1993
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsJames G McFarlane
≥6years on the filingsKatina Zaninovich
≥6years on the filingsChristopher J Toomey
≥6years on the filingsDr Ramona Clark
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $162.3m
- Total liabilities
- $121.6m
- Net assets or fund balances
- $40.7m
- Contributions and grants received
- $1.1m
- Program service revenue
- $39.4m
- Grants and similar paid out
- $94k
- Employees
- 371
- Volunteers
- 11
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $41.8m | $40.6m | $1.3m |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Music Academy of the West | $35k | |
| Montecito Firefighters Charitable Foundation | $10k |