MONTEREAU INC

As filed

Subsection

03

NTEE code

L22

Classification

1000

Street

6800 S GRANITE AVENUE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• RESIDENTIAL INDEPENDENT LIVING FOR OLDER ADULTS - MONTEREAU PROVIDES RESIDENTIAL INDEPENDENT LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES TO INDIVIDUALS 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 331 INDEPENDENT LIVING RESIDENCES AND CURRENTLY SERVES APPROXIMATELY 430 INDIVIDUALS IN INDEPENDENT LIVING.ASSISTED LIVING - MONTEREAU PROVIDES ASSISTED LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES TO INDIVIDUALS THAT ENTER THE COMMUNITY THROUGH INDEPENDENT LIVING, AS WELL AS TO INDIVIDUALS 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, TRANSPORTATION 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.MEMORY SUPPORT - MONTEREAU PROVIDES ACCOMMODATIONS 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 MEMORY SUPPORT UNITS.SKILLED NURSING - MONTEREAU PROVIDES ACCOMMODATIONS, NURSING CARE AND SUPPORTIVE SERVICES TO INDIVIDUALS THAT REQUIRE 24-HOUR NURSING CARE AND ENTER THE COMMUNITY THROUGH INDEPENDENT LIVING, AS WELL AS TO INDIVIDUALS THAT ARE ADMITTED DIRECTLY TO SKILLED NURSING. THE SKILLED NURSING 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.

  Expenses $32,332,141 · Revenue $43,687,187

• HOME CARE LLC - 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.

  Expenses $2,831,565 · Revenue $4,296,467

• SOCIAL ACCOUNTABILITY - TOTAL CASH CONTRIBUTIONS TO VARIOUS ORGANIZATIONS $5,000. TOTAL IN KIND CONTRIBUTIONS TO THE UNIVERSITY OF TULSA ARE $87,603. TOTAL RESIDENT VOLUNTEER HOURS 6,112 FOR A TOTAL OF $168,329.

  Expenses $92,603 · Grants $92,603 · Revenue $87,603

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $52,048,886

  Expenses

  $48,241,621

  Contributions

  $663,676

  Grants paid

  $92,603

• 2023

  Revenue

  $48,493,699

  Expenses

  $46,706,867

  Contributions

  $521,109

  Grants paid

  $3,227

• 2022

  Revenue

  $44,691,715

  Expenses

  $44,596,998

  Contributions

  $605,095

  Grants paid

  $68,561

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $41,938,483

  Expenses

  $43,823,337

  Assets (EOY)

  $180,651,423

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $41,785,985

  Expenses

  $41,008,898

  Assets (EOY)

  $185,837,162

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $39,005,404

  Expenses

  $39,307,462

  Assets (EOY)

  $185,627,750

• 2018 · 990

  Revenue

  $35,326,480

  Expenses

  $38,109,331

  Assets (EOY)

  $181,761,962

• 2017 · 990

  Revenue

  $36,792,294

  Expenses

  $36,529,880

  Assets (EOY)

  $182,318,211

• 2016 · 990

  Revenue

  $35,291,448

  Expenses

  $56,263,256

  Assets (EOY)

  $186,838,824

• 2015 · 990

  Revenue

  $32,778,847

  Expenses

  $37,038,396

  Assets (EOY)

  $186,369,488

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• LIFE SENIOR SERVICES INC

  $10,000

  2022 · GENERAL SUPPORT

• ALZHEIMER'S ASSOCIATION

  $10,000

  2022 · ALZHEIMER'S RESEARCH

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $55,000

  2022 · For grant recipient's exempt purposes

• TULSA COMMUNITY FOUNDATION

  $11,000

  2023 · GENERAL OPERATIONS

• SAINT FRANCIS HOSPITAL INC

  $7,500

  2023 · program support

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files