Nonprofit · EIN 73-1571795
MONTEREAU INC
Tax-exempt · TULSA, OK 74136
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $52,048,886 | $48,241,621 | $3,807,265 | $194,402,057 | $269,565,958 | -$75,163,901 |
| June 30, 2024 | 990 | $48,493,699 | $46,706,867 | $1,786,832 | $191,821,355 | $272,538,210 | -$80,716,855 |
| June 30, 2023 | 990 | $44,691,715 | $44,596,998 | $94,717 | $188,559,735 | $273,190,995 | -$84,631,260 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $663,676
- Program service revenue
- $46,606,355
- Investment income
- $3,783,590
- Net rental income
- $13,975
- Net gain from sales of assets
- $1,143,515
- Tax-exempt bond proceeds
- $184,340
- Other revenue
- $995,265
Expenses
- Grants and similar amounts paid
- $92,603
- Compensation of officers, directors and key employees
- $882,362
- Other salaries and wages
- $12,048,870
- Salaries, compensation and benefits (total)
- $16,057,372
- Professional fundraising fees
- $0
- Legal fees
- $595,201
- Accounting fees
- $82,933
- Occupancy
- $1,889,339
- Travel
- $90,126
- Depreciation
- $8,403,203
- Program services (functional)
- $35,256,309
- Management and general (functional)
- $12,985,312
Balance sheet and other
- Total assets, start of year
- $191,821,355
- Total assets, end of year
- $194,402,057
- Total liabilities, end of year
- $269,565,958
- Net assets, end of year
- -$75,163,901
- Land, buildings and equipment
- $114,156,531
- Publicly traded securities
- $53,018,019
- Net assets without donor restrictions
- -$79,034,567
- Net assets with donor restrictions
- $3,870,666
- Gross receipts
- $67,066,600
- Employees
- 528
- Volunteers
- 69
- Year formed
- 1999
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT NIELD | CEO Trustee or director, Officer | 40 | $472,470 | $52,053 |
| SAUNYA MOORE | CFO Officer | 40 | $266,836 | $48,624 |
| JAMIE MICHELLE TOWNSEND | DIRECTOR OF MARKETING Highest-paid employee | 40 | $146,252 | $13,338 |
| AMIN SANAIA | COO THRU 7/24 Officer | 40 | $145,282 | $13,446 |
| TADD WEESE | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $144,977 | $11,463 |
| CHRISTINA HARVEY | CONTROLLER Highest-paid employee | 40 | $134,165 | $5,751 |
| TRACIE NAIL | HEALTH CARE ADMINISTRATOR Highest-paid employee | 40 | $127,121 | $7,153 |
| LINDA HOFFMAN | DIRECTOR OF PROJECT MANAGEMENT Highest-paid employee | 40 | $122,532 | $4,002 |
| MARK TREPANIER | COO AS OF 9/24 Officer | 40 | $71,776 | $2,634 |
| JOHN-KELLY WARREN | CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
| THOMAS E COOPER | VICE CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
| JOHN PIXLEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| CATHEY BARKLEY | DIRECTOR (TERM END 05/25) Trustee or director | 0.2 | $0 | $0 |
| STEVE BROUSSARD | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DR CLIFF ROBERTSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE WARREN | DIRECTOR Trustee or director | 0.2 | $0 |
| BLAKE LOVELESS | DIRECTOR Trustee or director | 0.2 | $0 |
| NICK SIDORAKIS | DIRECTOR Trustee or director | 0.2 | $0 |
| TERESA HENDERSON | DIRECTOR Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT NIELD | CEO Trustee or director, Officer | 40 | $472,470 | $21,553 |
| SAUNYA MOORE | CFO Officer | 40 | $266,836 | $48,624 |
| JAMIE MICHELLE TOWNSEND | DIRECTOR OF MARKETING Highest-paid employee | 40 | $165,756 | $13,232 |
| AMIN SANAIA | COO Officer | 40 | $158,538 | $10,123 |
| TADD WEESE | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $144,977 | $11,463 |
| JOHN-KELLY WARREN | CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
| THOMAS E COOPER | VICE CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
| EILEEN BRADSHAW | DIRECTOR (TERM ENDED NOV 2023) Trustee or director | 0.2 | $0 | $0 |
| GORDON GREER | DIRECTOR (TERM ENDED NOV 2023) Trustee or director | 0.2 | $0 | $0 |
| JOHN PIXLEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| CATHEY BARKLEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| STEVE BROUSSARD | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| DR CLIFF ROBERTSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| SUZANNE WARREN | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| BLAKE LOVELESS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| NICK SIDORAKIS | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| TERESA HENDERSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAUNYA MOORE | CFO Officer | 40 | $247,085 | $17,017 |
| SCOTT NIELD | CEO Officer | 40 | $241,089 | $8,686 |
| JAMIE MICHELLE TOWNSEND | DIRECTOR OF MARKETING Highest-paid employee | 40 | $147,599 | $6,506 |
| TADD WEESE | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $141,553 | $6,451 |
| TAMMY BROWN | HEALTH CENTER ADMINISTRATOR Highest-paid employee | 40 | $127,949 | $15,286 |
| DR CLIFF ROBERTSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| EILEEN BRADSHAW | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| GORDON GREER | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JOHN PIXLEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| CATHEY BARKLEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| STEVE BROUSSARD | DIRECTOR Trustee or director | 0.2 | $0 | $0 |
| JOHN-KELLY WARREN | CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
| THOMAS E COOPER | VICE CHAIR Trustee or director, Officer | 0.6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 S GRANITE AVENUE, TULSA, OK 74136-7039
- Principal officer (990 for 2024)
- SCOTT NIELD, 6800 S GRANITE AVENUE, TULSA, OK 74136
- Signed the 990
- SAUNYA MOORE, CFO
- Phone
- (918) 491-5200
- Website
- WWW.MONTEREAU.NET
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO VALUE, SUPPORT AND UPLIFT THE LIVES OF OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-1571795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $194,402,057
- Income (IRS master file)
- $67,066,600
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $52,048,886 | $48,241,621 | $194,402,057 | XML |
| 990 | June 2024 | $48,493,699 | $46,706,867 | $191,821,355 | IRS |
| 990 | June 2023 | $44,691,715 | $44,596,998 | $188,559,735 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $41,938,483 | $43,823,337 | $180,651,423 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1571795).
Questions about MONTEREAU INC
- What is the EIN of MONTEREAU INC?
- The employer identification number (EIN) of MONTEREAU INC is 73-1571795.
- Is MONTEREAU INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MONTEREAU INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREAU INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTEREAU INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREAU INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTEREAU INC?
- The 990 for the year ended June 30, 2025 names SCOTT NIELD.
- Who are the officers and directors of MONTEREAU INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 9 received compensation from the organization, the highest $472,470 (SCOTT NIELD, CEO).
- How much revenue does MONTEREAU INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $52,048,886, expenses of $48,241,621 and total assets of $194,402,057 at year end.
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- TULSA DAY CENTER INC EIN 73-1557819 · last filed 990 for 2024
- HOUSING PARTNERS OF TULSA INC EIN 73-1397452 · last filed 990 for 2024
- VINTAGE HOUSING INC EIN 73-1473840 · last filed 990 for 2024
- REVITALIZE T-TOWN INC EIN 73-1528164 · last filed 990 for 2025
- HABITAT HOUSING INC EIN 82-0976265 · last filed 990 for 2025
- TRANSITIONAL LIVING CENTERS OF OKLAHOMA INC EIN 30-0539205 · last filed 990 for 2025
- CREEK FOREST APARTMENTS INC EIN 73-1004845 · last filed 990 for 2025