MONTEREAU INC
6800 S GRANITE AVENUE, TULSA, OK 74136 www.montereau.net

Total Revenue
$39,005,404
Total Expenses
$39,307,462
Net Assets
$-81,436,428

Organizations Filed Purposes: TO VALUE, SUPPORT AND UPLIFT THE LIVES OF OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM.

CONTINUING CARE RETIREMENT COMMUNITY IN TULSA, OK.

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.

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.

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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
David MurlettePRESIDENT/CEO (LEFT OCTOBER 2019)40$399,933
Angela CozortPRESIDENT/CEO40$250,803
Tammy BrownCOO HEALTH SERVICES40$171,863
Bobby BloseVICE PRESIDENT OF OPERATIONS40$150,477
Jamie Michelle TownsendDIRECTOR OF MARKETING40$122,739
Jessica BolenASSISTANT ADMINISTRATOR40$114,610
Laura HawkinsDIRECTOR OF HUMAN RESOURCES40$108,024
Rami HasbiniDIRECTOR OF FOOD & BEVERAGE (LEFT DEC 2019)40$105,004
Steve BroussardDIRECTOR0.2$0
Gordon GreerDIRECTOR0.2$0
Cathey BarkleyDIRECTOR0.2$0
John PixleyDIRECTOR0.2$0
Jeff CopeDIRECTOR0.2$0
Thomas E CooperVICE PRESIDENT0.6$0
Ann LagereDIRECTOR (TERM ENDED NOVEMBER 2019)0.2$0
Dr Bart RiderDIRECTOR0.2$0
Gary RichettoDIRECTOR0.2$0
Jeff FrableDIRECTOR0.3$0
Marge GaberinoDIRECTOR (TERM ENDED NOVEMBER 2019)0.2$0
Jake Henry JrDIRECTOR0.2$0
John Kelly WarrenCHAIRMAN OF THE BOARD0.6$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202140559349300219_public.xml