NaCCRA Forum: Assisted Living & Skilled Nursing

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Is the referenced A.V. Powell report the one at https://www.avpowell.com/knowledge-base/ ??

Very helpful to have the A.V. Powell information. I do have a further question. In reviewing the Powell benchmarks and the LeadingAge/Ziegler data it is no breakdown for memory care units. So, does anyone know whether memory care is included under assisted living or skilled nursing categories in the Powell or LA/Ziegler reports?

Concerning Samuel's July 31 question "Is anyone aware of . . . actuarial-based formulas for determining ideal proportions?":

A. V. Powell is an actuarial firm that specializes in CCRCs. They are retained by some CCRCs periodically to examine the individual CCRC's finances and other characteristics, to produce a report to help in decision making about setting fees and the capacities of various levels of care. 

The reports include a vast array of data, including such as 10-year projection of IL turnover, 10-year projection of health center usage by contract-holders, number of health center contract-holders per 100 IL residents, average occupancy by level of care, etc.

https://www.avpowell.com

I'll add that the 2023 report says, "The 2023 LeadingAge Ziegler 200 lists the largest not-for-profit systems providing aging services through senior living in the United States, in order of total owned market-rate units, as of December 31, 2022."

Each annual report has this same format. In the 2023 report, the data is from the end of 2022 and published a few months later in Sept 2023. I see nothing that says a second edition will be published a month later in October.

Linda Kilcrease

Resident of a CCRC

Philippa,

The most recent link saying LeadingAge Ziegler 200 has the list of reports by year. That does not yet have the 2023.

The link I posted prior to that which adds to the title 2023 FN pdf is the 2023 report itself just released. The first page has on the cover 2023, and it was released in September 2023.

Linda Kilcrease

Resident of a CCRC

To clarify further: Right after the picture at the top of the report which you and Ann have provided, it says "Report issued September 2023." The data in that report is for 2022.

Linda, the link you posted says "developed annually", which supports the idea that a new edition will be out this month.

Also note that, in addition to the multi-site communities starting on page 22, there is a break-down of IL, AL, & SN for single-site communities beginning on page 242.

Reply to Philippa Strahm. I doubt there will be a second release of the report. I don't think that makes sense; this does not say "draft". The link below is to the list of reports by year. They all seem to be published one time in September or October.

LeadingAge Ziegler 200

Linda Kilcrease

Resident of a CCRC

A new LeadingAge/Ziegler 200 report with 2023 data will probably be published this month--since the previous report came out in Sept. 2023.

Thank you. Like others, I was not aware of the Ziegler Report. It certainly will avoid reinventing the wheel.

This is updated:

The Ziegler reporting is very respected. Here is the most recent report. You can read through it, or scroll down to see the list of the 200 CCRCs.

This is a repeat of what Ann posted before.

You will see the numbers you want in this report.

Note that the numbers do not separate skilled nursing and memory care. Also, if as I posted below, if you want more info on how the available beds are used, ask your community for: The number of available beds by each (unoccupied). The number of beds on hold (for residents who will need a bed in a short amount of time). The number of private pay resident beds (revenue is a benefit). Your management should have in place a process to evaluate appropriately. This planning will help ensure you have a bed when you need it.

LeadingAge_Ziegler_200_2023_FNL.pdf

Linda Kilcrease

Resident of a CCRC

The Ziegler reporting

See update above. I cannot delete this.

Linda Kilcrease

Resident of a CCRC

I agree with Leslie. I never heard of the Ziegler 200 report.

I live at CCRC Medford Leas in Medford, New Jersey. Our current management does not publish the numbers but I agree that many people pay for private care in their indepent living (IL) apartments to get better care. Our AL care, nursing care, and memory care are substandard because workers are paid much less. We used to be known for great care. Now we are known for high prices but not great care. My name is Kay Roberts at 609/947-4887.

Carol Long in Southbury, Connecticut. Watermark East Hill has 130 Independent Living Units; 51 Assisted Living Units; 34 Skilled Nursing Beds and 14 Memory Care Spaces.

Wake Robin in Shelburne, Vermont has 408 total residents of which 328 are independent living, 38 are in residential care (state licensing term corresponds to assisted living); 30 are in skilled nursing and 18 in memory care (licensed as skilled nursing). 96% occupancy

This kind of suggestion and help is exactly what makes NaCCRA forum so valuable. Thank you!

I would suggest rather than reinventing the wheel, use the Leading Age Ziegler 200 Report. it is published every year. It does have a listing of over 200nonprofit senior living organizations with the number of independent living, assisted-living, and nursing care beds.

https://leadingage.org/wp-content/uploads/2023/09/LeadingAge_Ziegler_200_2023_FNL.pdf

Ann MacKay