EIN 73-1571795

Montereau

IRS 501(c) type
501(c)(3)
Num. employees
575
City
Year formed
1999
Most recent tax filings
2020-06-01
Description
The mission of Montereau is to value, support and uplift the lives of older adults and the people who care for them.
Total revenues
$39,005,404
2020
Total expenses
$39,307,462
2020
Total assets
$185,627,750
2020
Num. employees
575
2020

Program areas at Montereau

Residential independent living for older adults - Montereau provides residential independent living accomodations and supportive services to invididuals age 55 and over, though the average age of new residents is 81. The average age of all residents is 84. A typical resident entering independent living will reside at Montereau for approximately 10 years. Residents pay an entrance fee upon moving in and a monthly service fee while they reside at Montereau. Once Montereau accepts a resident in independent living under a continuing care residency agreement, Montereau is contractually obligated to provide independent living and health care services (generally excluding primary care, hospital care, pharmaceuticals and certain other supplies) for the rest of the resident's life regardless of the resident's ability to pay. Montereau provides a full range of dining options, social services, entertainment, cultural development, spiritual life, physical fitness options, transportation and similar services to its residents, generally without any additional fees. Montereau has 328 independent living residences and currently serves approximately 420 individuals in independent living.assisted living - Montereau provides assisted living accomodations and supportive services to individuals that enter the community through independent living, as well as to invididuals that are admitted directly to assisted living. The assisted living facilities include a dining area, private dining opportunities, a servery, living areas and a community room used for activities. Residents in assisted living are not capable of living on their own, and they receive 24-hour licensed nursing care, assistance with activities of daily living, in addition to dining options, social services, entertainment, cultural development, spiritual life, physical fitness options, transportion and other services similar to residents in independent living. The goal of Montereau's assisted living program is to enable older adults to maintain their maximum possible independence given the limitations brought by aging and illness. Montereau has 44 assisted living units that generally are approximately 100% occupied.memory support - Montereau provides accomodations and supportive services to individuals that suffer from alzheimer's disease and similar cognitive impairments and enter the community through independent living, as well as to individuals that are admitted directly to memory support. The memory support facilities include a dining area and community room, a servery and living areas. Residents in memory support are not capable of living on their own due to cognitive impairments that may exist alongside a need for assistance. Residents receive 24-hour licensed nursing care, assistance with activities of daily living and programs specific to their cognitive impairment, as well as dining options, social services, entertainment, activities, spiritual life and other services similar to residents in independent living with allowances for their cognitive and physical health. The goal of Montereau's memory support program is to enable older adults to maintain their maximum possible independence given the limitations brought by their cognitive impairment, aging and illness. Montereau has 29 assisted living units that generally are approximately 88% occupied.skilled nursing - Montereau provides accomodations, nursing care and supportive services to individuals that require 24-hour nursing care and enter the community through independent living, as well as to invididuals that are admitted directly to skilled nursing. Montereau skilled nursing staffing is high in comparison to similar facilities on a per resident day basis, and the skilled nursing unit is among a select number of similar facilities that has experienced two consecutive years of deficiency free surveys. The skilled nuring facilities include dining areas, community rooms, a servery and living areas. Residents are provided with 24-hour licensed nursing, dining options, social services, entertainment, activities, spiritual life and other services similar to residents in independent living with allowances for their cognitive and physical health. The goal of Montereau's skilled nursing program is to enable older adults to maintain their maximum possible independence given the limitations brought by their cognitive impairment, aging and illness. Montereau has 74 skilled nursing beds that generally are approximately 96% occupied.
Social accountability - total contributions (cash and meal donations) to various organizations $51,577. Total in-kind contributions to the resonance center for women $300. Total value of facility use provided $3,891. Total employee volunteer hours 14 for a total value of $301. Total student or intern supervision hours provided 63 for a value of $1,355.
You're first - Montereau provides companion care for residents in independent living, assisted living, memory support and skilled nursing for an additional fee. The purpose of this program is to provide socialization and maximize independence for individuals as they become isolated or unable to accomplish certain domestic tasks such as housekeeping and pet care due to infirmity.

Grants made by Montereau

GranteeGrant descriptionAmount
Alzheimer's Association - Oklahoma ChapterAlzheimer's Research$32,500
Life Senior ServicesSenior Living$10,000

Who funds Montereau

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Warren Charite'General Purpose of the Organization$370,000

Personnel at Montereau

NameTitleCompensation
Angela CozortChief Executive Officer$250,803
Scott NieldPresident and Chief Executive Officer
Dr. Amin SanaiaChief Operations Officer
Saunya MooreChief Financial Officer
Bobby BloseVice President of Operations / Director of Plant Operations$150,477
...and 14 more key personnel

Financials for Montereau

RevenuesFYE 06/2020
Total grants, contributions, etc.$403,171
Program services$35,922,825
Investment income and dividends$1,810,161
Tax-exempt bond proceeds$147,250
Royalty revenue$0
Net rental income$14,444
Net gain from sale of non-inventory assets$8,800
Net income from fundraising events$-6,330
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$705,083
Total revenues$39,005,404

Form 990s for Montereau

Fiscal year endingDate received by IRSFormPDF link
2020-062021-04-13990View PDF
2019-062020-01-24990View PDF
2018-062019-02-21990View PDF
2017-062017-12-04990View PDF
2016-062017-03-02990View PDF
...and 6 more Form 990s

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Data update history
October 24, 2022
Updated personnel
Identified 5 new personnel
June 13, 2022
Posted financials
Added Form 990 for fiscal year 2020
March 10, 2022
Updated personnel
Identified 6 new personnel
September 22, 2021
Received grants
Identified 1 new grant, including a grant for $370,000 from Warren Charite'
June 23, 2021
Updated personnel
Identified 3 new personnel
Nonprofit Types
Nursing homesHuman service organizationsRetirement homesCharities
Issues
HealthHuman services
Characteristics
Fundraising eventsCommunity engagement / volunteeringTax deductible donations
General information
Address
6800 S Granite Ave
Tulsa, OK 74136
Metro area
Tulsa, OK
County
Tulsa County, OK
Website URL
montereau.net/ 
Phone
(918) 491-5200
Facebook page
MontereauTulsa 
IRS details
EIN
73-1571795
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P75: Senior Continuing Care Communities
NAICS code, primary
62331: Assisted Living and Continuing Care Retirement Communities
Parent/child status
Independent
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