Quarterly filing summary
Six figures the Department sees first. All recalculate with the community, period and entity selected above.
Unaudited financial statements
Operating revenue against operating expenses for the six most recent quarters, on the selected entity basis. Net operating margin is charted separately rather than on a second axis.
Twelve month daily average occupancy by living unit type
The statute asks for occupancy by living unit type at each community, not one blended number. This is that breakdown, plus the six quarter trend for each type.
Five communities along the ridge
A stylized Blue Ridge profile, communities ordered west to east from the Laurels through Asheville and Black Mountain out to Charlotte. Each marker is sized by licensed and independent living units and shaded by twelve month daily average occupancy.
Eight key financial metrics, three prior years and three forecast years
Required in the disclosure statement for the provider alone and for the obligated group, with a narrative for any material year over year change. Toggle the entity above and the whole table recomputes.
Narrative for material year over year change
Notice of changes to board, CEO, CFO or organizational documents
The fourth item in every quarterly filing. Tracked as a register so the notice writes itself rather than being reconstructed at day 44.
Ask the data
A finance question typed in plain English, answered from the exhibits on this board. Pick a question below and the answer recomputes against the community, period and entity you have selected.
Three things that should not be done by hand again
Each of these is work the filing calendar forces on the finance team four times a year. Hours shown are illustrative, sized against a five community operator of this scale.