Carlyle Place

What it reported doing in 2024

Carlyle place (cp) is a life plan community (formerly ccrc) offering a fulfilling lifestyle experience in both residential and "at home" settings, emphasizing healthy, active lifestyles from retirement until the end of life. There are four lifestyle options offered on campus by cp: independent living, assisted living, memory support, and skilled nursing. Residents are assured of having their needs met - from retirement through their end-of-life experience, all on one campus and with no need to relocate outside the community. Couples who have varying degrees of health needs may receive as little or as much assistance as needed and remain in close proximity to each other. Carlyle place is committed to providing a quality life experience in the best environment possible, depending upon need. On site security and a twenty-four-hour emergency call system provide residents peace of mind as help is merely a pull-cord away. We also offer a membership option with carlyle place at home designed for seniors who want to prepare for the long term yet remain in the comfort of their own homes. --independent living - residents must be at least 62 years of age (for couples, at least one resident must be 62 and the other must be at least 55). Independent living choices include garden homes or various sized apartments, with access to all amenities, including nutritional meal plans, scheduled transportation, fitness programs, and the wellness clinic, where an rn sees residents for assessment as needed. The resident centered approach ensures that residents have a huge variety of activity and entertainment options, with emphasis on an active, educational, and enjoyable lifestyle. Number of units: 225-- assisted living: assisted living in stafford suites is available with a wide variety of options for services depending upon need - cnas and lpns help residents with maintaining a quality of life as close to independent living as possible, monitoring medications, assisting with physical needs to include bathing and dressing, and providing health monitoring. Rehabilitation services to include physical, occupational, and speech therapies are available as needed. Our resident centered approach ensures that residents have a diversity of activity and entertainment options, adapted as needed to resident's limitations. Number of units: 29-- skilled nursing: harrington house is cp's skilled nursing facility where residents may go to recuperate from surgery, a life-threatening event or illness, or as their health deteriorates, to receive top quality care as they near the end of their lives. Rehabilitation services to include physical, occupational, and speech therapies are available as needed. Our resident centered approach ensures that residents have choices of activity and entertainment options, tailored as needed to resident's limitations. Number of units: 40-- memory care: cambridge court, the memory care unit of carlyle place, assists residents who are experiencing age-related dementia, alzheimer's, or other health issues that impact their memories and abilities, ensuring their health and safety. Rehabilitation services to include physical, occupational, and speech therapies are available as needed. Our resident centered approach ensures that residents have choices of activity and entertainment options, modified as needed to resident's abilities. Number of units: 26-- carlyle place at home: carlyle place at home is a plan specifically designed for seniors who want to prepare for the long-term yet remain in the comfort of their own homes. Approximately, 7,000 hours were expended in social accountability projects and events. The impact of non-quantifiable contributions carlyle place has on the greater middle Georgia area can be subdivided into the following eight areas: advocacy, community involvement, conduit for using donations, economic impact, good neighbors, responding to needs, social impact, and volunteer activities. The following narrative describes

Financial Efficiency

• Mission deployment rate: 90.9%; rating input score 91
• Program expense ratio: 82.4%; rating input score 82
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
• Pay-setting controls: 0 of 6 controls in place; rating input score 0
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Missing
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Limited
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
• Governance controls: 7 of 9 controls in place; rating input score 78
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 30.7%; rating input score 88; 88th percentile among comparable filings
• Total-asset coverage ratio: 5.9; rating input score 87; 87th percentile among comparable filings
• Liabilities to assets ratio: 0.58; rating input score 23; 23rd percentile among comparable filings
• Officer compensation ratio: 1.1%; rating input score 85; 85th percentile among comparable filings

Growth

• Program expense growth: 5% per year; rating input score 100; 42nd percentile among comparable filings
• Revenue growth: 3.3% per year; rating input score 100; 28th percentile among comparable filings
• Asset growth: 2.9% per year; rating input score 100; 22nd percentile among comparable filings