Sample Test Community

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Year Established

Type of Retirement Community

Name of Parent Organization

Name of Management Company

Tax Status

Pets Allowed?

Pet Restrictions

Yes (15 lbs lbs limit)

Number of Independent Living Residences

326-350

Types of Residential Living Options Offered

Maximum Number of Bedrooms Offered

2

Maximum Number of Bathrooms Offered

4

Range of Floorplan Sizes

800 sq ft – 1200 sq ft

Basements/bonus rooms available with any residences?

Yes

Types of Residency Contracts Offered: learn

Equalized Rate Lifecare, Lifecare (Type A)

Refund Options (for entry fee contracts) : learn

50% Refund, 80% Refund, Non-refundable

Range of Entry Fees- Single Occupancy

$2,000,000 – $2,000,001

Range of Entry Fees- Double Occupancy

$240,000 – $1,400,000

Range of Monthly Fees- Single Occupancy

$5,000 – $5,100

Range of Monthly Fees- Double Occupancy

$5,555 – $6,666

Types of Care Services

Assisted Living, Memory Care, Skilled Nursing

Number of Assisted Living/Personal Care Residences

25

Number of Memory Care Residences

11-20

Number of Semi-Private Skilled Nursing Residences

10 or fewer

Number of Private Skilled Nursing Residences

11-20

Healthcare Center Licensing

Medicare Certified

CMS rating for Skilled Nursing Center (if Medicare Certified)

5 stars

Can residents hire their own caregivers in independent living?

2

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Nearest Hospitals (Within a 15-mile radius)

Nearest Colleges or Universities (Within a 15-mile radius)