Montecito Retirement Association
Santa Barbara, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 15 peers in Human Services with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $40,878,663↑10% | $37,537,540↑5% | $157,127,942↑3% | — |
| 2022 | $36,999,925↑13% | $35,714,026↑14% | $152,711,522↓2% | — |
| 2021 | $32,824,214↑10% | $31,376,245↑8% | $155,694,158↑5% | — |
| 2020 | $29,919,706↑3% | $29,123,983↑7% | $147,965,717↑20% | — |
| 2019 | $28,938,264↓11% | $27,287,288↑5% | $123,201,859↑19% | — |
| 2018 | $32,579,232↑6% | $26,037,780↑3% | $103,422,491↑15% | — |
| 2017 | $30,643,456↑11% | $25,328,063↑5% | $89,808,960↑14% | — |
| 2016 | $27,695,346↑1% | $24,159,552↑1% | $78,708,165↑24% | — |
| 2015 | $27,290,081↑4% | $23,984,122↑2% | $63,338,719 | — |
| 2014 | $26,150,211↑9% | $23,554,888↑4% | $63,486,472↑3% | — |
| 2013 | $23,995,065↑10% | $22,541,481 | $61,775,484↑12% | — |
| 2012 | $21,717,539↑4% | $22,507,875↑8% | $55,145,302↑8% | — |
| 2011 | $20,889,114 | $20,849,902 | $50,897,918 | — |
Frequently Asked Questions
What does Montecito Retirement Association do?▼
Montecito Retirement Association is a human services nonprofit organization based in California. It is classified under NTEE code P750 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Montecito Retirement Association financially healthy?▼
Based on our 9-metric Financial Health Score model, Montecito Retirement Association has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Montecito Retirement Association generate?▼
Montecito Retirement Association reports $41.8M in annual revenue and holds $162.3M in total assets, based on IRS filings.
Similar Organizations
Explore more organizations in the Human Services category, or browse all nonprofits in California.