Description of Database, Figures and Tables

The database includes 24 CCRCs, operating in Massachusetts. Facilities can be categorized, as follows, to indicate trends or similarities. Each of these characteristics can influence Entrance Fees, Monthly Fees and Discounts for estate planning.

Organization Type:

CFB-Charity/Faith Based

NFP-Not-for-Profit

FP-For-Profit

Coop-Cooperative

Provider Type

Independent or Self-Provider

External Provider

Asset Preservation Type

Asset Preservation

LTC

FFS

Non-Asset Preservation

LTC

FFS

Size of Facility

Small

Medium

Large

Summary Counts of Facilities

CFB-Church/Faith Based

NFP-Not-For-Profit

FP-For Profit

Coop-Cooperative

ALU-Assisted Living covered

LTC-Long-Term-Care covered

FFS-Fee-For-Service for Long-Term-Care

Self-Self Providers

External-External Providers

Options Offered

Refunds

Fixed or Minimum

Declining Balance

Deductions for LTC

Discounts

Refunds

FFS

The Figures that follow provide visual comparisons of average costs for facilities in the state::

Figure 1 Average Entrance and Monthly Fees

Figure 2 Average Entrance Fee vs. Size of Facility

Figure 3 Average Monthly Fee vs. Size

Figure 4a Average Low-Price (1 BR) Single Occupancy Fees

Figure 4b Average Low-Price (1 BR) Double Occupancy Fees

Figure 4c Average Medium-Price (2 BR) Single Occupancy Fees

Figure 4d Average Medium-Price (2 BR) Double Occupancy Fees

Figure 4e Average High-Price (2 BR+) Single Occupancy Fees

Figure 4f Average High-Price (2 BR+) Double Occupancy Fees

The Tables that follow provide facility specific data.

Table 1 CCRC Facility Contacts, Alphabetically

Name, Address, City, State, Zip

Phone, WebSite, Email

Table 2 CCRC Facility Contacts, by City

Name, Address, City, State, Zip

Phone, WebSite, Email

Table 3 Facility Amenities

Wellness Clinic, Exercise Room, Swimming Pool,

Hot-Tub/Spa, Walking Trails, Tennis Courts, Hobby Shop,

Beauty/Barber Shop, Bank/ATM, Other Recreational Facilities

Table 4 Summary Data for CCRC Entrance and Monthly Fees

Region, State, Name,

Avg. Price, Min. Price, Max. Price, for each price range

Monthly Single, Monthly Double, for each price range

ALU, LTC, FFS,

Refund %, Discount %

Table 5 Facility Organizational and Operational Data

CFB, NFP, FP, Coop, ALU, LTC, FFS, Refund, Discount,

Tax Benefits, # Residences, Acres,

Self-Provider, External Provider,

State Registration, Accreditation, Year Opened,

Comments