ORANJ - RESEARCH
2009
Survey of Subsidization Practicies of CCRCs
Summary:
In
June of 2009 a survey was conducted to determine how CCRCs in the ORANJ
area help residents who, from no fault of their own, no longer have the
income to pay for their monthly service fees. The survey form was sent
to the presidents of all 24 Residents Associations/Councils. 15 responded.
4 CCRCs declined to answer questions which they viewed as involving confidential
information.
All CCRCs reported having a program in place to provide financial assistance to residents who are outliving their resources. This is documented in their Resident and Care Agreement (RCA), the Annual Disclosure Statement, and/or the Residents’ Handbook. CCRC subsidization policies are communicated to the residents in the RCA, in the Disclosure Statement, and during meetings with residents.
Full
Report of Subsidization Survey
Addendum:
Survey Questions & Summary of Responses.
2009
Resident Occupancy Report
2009
Occupancy&FeesReport
Summary: In the spring of 2009 The 24 New Jersey CCRCs had 10,204 units, of which 7,359 were independent living, 1,304 were assisted living and 1,541 were skilled nursing/long term care. Fee increases averaged 5.3% in independent living units, 5.75% in assisted living, and 5.4% in skilled nursing. The full survey report provides data for each of the New Jersey CCRCs
2008
Occupancy&FeesReport ..... 2007
Occupancy&FeesReport
2006 Occupancy&FeesReport ..... 2005
Occupancy&FeesReport
2008 Report on Income Tax Deduction Survey
Preface: Earlier this year (2008) the ORANJ Finance Committee cirulated a questionaire on practices regarding the deductibility of real estate tax and medical expense payments lf New Jersey and U.S. pesonal income tax returns of residents of the 24 member CCRCs of ORANJ. The 19 CCRCs that responded provided an answer to almost all 11 questions on the survey. As there was intentionally some redundancy in the questions, this report condenses the responses (question-by-question responses are listed separately).
It must be stated that these responses represent practices of the CCRCs in informing their residents and do not in any way suggested providing tax advice or recommendations. The same caveat applies to all information presented in this report. It is intended to inform residents as they make their own decisions, and for this they are advised to consult with appropriate tax advisors. Full Report
2008 Report on Dining Room
Computer Systems
Introduction: The Meal Credit Committee completed its survey with a recommendation
that CCRCs institute a bar code and computer system in their dining rooms
to increase
efficiency of operation. As a result, a subcommittee was formed to obtain
knowledge
and expertise on this subject in order to help management in CCRCs where
such an installation is under consideration. At present, nine CCRCs have
completed
installation of a computer based system in their dining rooms. Because other
CCRCs are considering such a program we are passing on the information that
we have collected in the hope that this will prove useful to those that are
involved in this process. Full Report.
2008 Gift Shop (Convenience Store) Survey
A survey of Convenience/Gift Shops or Nooks was conducted by Fellowship Village in June, 2008. Nineteen CCRCs responded. Summary of Results.
2007 Health Care Survey
Nineteen of the 23 ORANJ CCRCs (82%) responded to the survey and it was clear from the completed questionnaires that most respondents took time to submit full and thoughtful answers. Here are just a few of the survey questions. Go to the complete report
- Does your facility have a Health Care Committee?
- Is a registered nurse on duty 24 hours a day to respond to emergencies?
- Does your facility provide intravenous procedures?
- Is a driving test/licensing required for operation of a motorized chair?
- Do you have resident volunteers providing services in your health care centers?
- Do you have an on-site pharmacy?
- Does your faciility require an advance medical directive?
2006 Finance Committee Survey
Observations and Conclusions: Long term financial stability appears to be one area where the ORANJ Finance Committee should focus its attention. Ten CCRCs cited monthly rate increases as their greatest financial concern and half of those ten cited long term financial stability as a parallel concern. Only four CCRCs reported having some kind of a policy regarding the setting and limiting of monthly fee increases. ... Only half the CCRCs reported that information substantiating the reasonableness of monthly fee increases was provided. Half of the CCRCs asked the ORANJ Finance Committee for continued exchange of information and productive ideas.
2006FinanceCommitteeSurvey
(Highlights, Questions, and Summary of Responses)
2006 Meal Credit Survey
Summary: In the summer of 2006 a Meal Credit survey was conducted by Dan Hartley of Winchester Gardens. All but three ORANJ CCRCs responded. Most CCRCs require an absence of a number of consecutive days, most typically two weeks, before meal credit is made available. The CCRCs also varied in their reliance on a bar code or other automated system to register fees and credits.
Pet Policies in New Jersey CCRCs
In 2005 ORANJ conducted a survey of New Jersey CCRC’s with respect to the possession of pets. A report was issued by Dave Hibberson, president of the Harrogate Residents Association. The full survey report provides data for each of the New Jersey CCRCs.
