Tax-exempt organization ยท Files a Form 5500
MONTECITO RETIREMENT ASSOCIATION
Also filed as MONTECITO RETIREMENT ASSOCIATION D/B/A CASA DORINDA
300 HOT SPRINGS RD SUITE 300, SANTA BARBARA, CA 93108-2037
EIN
23-7425754
Tax-exempt status
501(c)(3) charitable, religious, educational
IRS · 2026-09
Deductibility
Contributions are deductible
IRS · 2026-09
Foundation classification
Publicly supported charity (509(a)(2))
IRS · 2026-09
IRS ruling date
1993-04
IRS · 2026-09
NTEE code
P750
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Revenue (latest 990)
$41,810,617
IRS · 2026-09
Assets (latest 990)
$162,333,540
IRS · 2026-09
Benefit plan 501, 2024 filing
CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN
DOL · 2026-02-11
Participants (start of year)
234
DOL · 2026-02-11
Plan features
code 4A4B4D4E4F4H4L4Q
DOL · 2026-02-11
Plan type
Single-employer plan
DOL · 2026-02-11
Business code (NAICS)
623000
DOL · 2026-02-11
Benefit plan 1, 2024 filing
CASA DORINDA TAX-DEFERRED ANNUITY PLAN
DOL · 2025-10-14