TULSA, OK
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)MONTEREAU INC, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $52.0M in total revenue in fiscal year 2024. Expenses of $48.2M left a modest 7% surplus.
TO VALUE, SUPPORT AND UPLIFT THE LIVES OF OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM.
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...
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.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $52,048,886 | $48,493,699 | +0.1% |
| Expenses | $48,241,621 | $46,706,867 | +0.0% |
| Net Income | $3,807,265 | $1,786,832 | +1.1% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOHN-KELLY WARREN | CHAIR | 0.60 |
Officer
Director
|
$0 | $0 | $0 |
| THOMAS E COOPER | VICE CHAIR | 0.60 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN PIXLEY | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| CATHEY BARKLEY | DIRECTOR (TERM END 05/25) | 0.20 |
Director
|
$0 | $0 | $0 |
| STEVE BROUSSARD | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| DR CLIFF ROBERTSON | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| SUZANNE WARREN | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| BLAKE LOVELESS | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| NICK SIDORAKIS | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| TERESA HENDERSON | DIRECTOR | 0.20 |
Director
|
$0 | $0 | $0 |
| SCOTT NIELD | CEO | 40.00 |
Officer
Director
|
$472,470 | $52,053 | $524,523 |
| SAUNYA MOORE | CFO | 40.00 |
Officer
|
$266,836 | $48,624 | $315,460 |
| AMIN SANAIA | COO THRU 7/24 | 40.00 |
Officer
|
$145,282 | $13,446 | $158,728 |
| MARK TREPANIER | COO AS OF 9/24 | 40.00 |
Officer
|
$71,776 | $2,634 | $74,410 |
| JAMIE MICHELLE TOWNSEND | DIRECTOR OF MARKETING | 40.00 |
Highest
|
$146,252 | $13,338 | $159,590 |
| TADD WEESE | DIRECTOR OF PLANT OPERATIONS | 40.00 |
Highest
|
$144,977 | $11,463 | $156,440 |
| LINDA HOFFMAN | DIRECTOR OF PROJECT MANAGEMENT | 40.00 |
Highest
|
$122,532 | $4,002 | $126,534 |
| TRACIE NAIL | HEALTH CARE ADMINISTRATOR | 40.00 |
Highest
|
$127,121 | $7,153 | $134,274 |
| CHRISTINA HARVEY | CONTROLLER | 40.00 |
Highest
|
$134,165 | $5,751 | $139,916 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $52,048,886 | $48,241,621 | $194,402,057 | $3,807,265 |
| 2024 | No data | No data | No data | No data |
| 2023 | $44,691,715 | $44,596,998 | $188,559,735 | $94,717 |
| 2022 | $41,938,483 | $43,823,337 | $180,651,423 | $-1,884,854 |
| 2021 | $41,785,985 | $41,008,898 | $185,837,162 | $777,087 |
| 2020 | $39,005,404 | $39,307,462 | $185,627,750 | $-302,058 |
| 2019 | $35,326,480 | $38,109,331 | $181,761,962 | $-2,782,851 |
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