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Prepared for Greg

The Forest at Duke: NC CCRC quarterly filing pack

One board ready view of the campus continuum, the inquiry pipeline that feeds it, and the Article 64A reserve picture, with the numbers moving together. Built by BI Consulting Services: modernization of websites and deep analytics, both rich in content. All figures on this page are illustrative. The capacity counts that frame them are the ones The Forest at Duke publishes itself.

Quarter
Level of living
1

Topline

Occupancy is against the capacity The Forest at Duke publishes: 90 resident rooms in The Cohen Center for Health, of which 32 are assisted living units and 58 are licensed skilled nursing beds, plus an illustrative independent living residence count for the apartments, cottages and homes.

2

The Pickett Farm campus and the nine small houses

The signature view for this community. The nine small houses of The Cohen Center are drawn as the continuum of care page describes them: ten private rooms is the house standard, Level 100 is the licensed secure Memory Care household with its garden attached, and Level 200 carries twenty assisted living residences. Spreading the published 32 assisted living units and 58 licensed skilled nursing beds across nine houses does not fall on a clean ten, so two houses here hold twelve and eight rooms. That allocation is ours and is illustrative; the 90, the 32 and the 58 are yours. Shading is occupancy in the filtered scope. The campus around it carries the things that are actually on the land: the pond, the two remaining tobacco barns of the old Pickett homestead, Fountain View Lane, the community garden in its raised beds, and the pollinator garden at the intersection of Willow Oak and Forest at Duke Drives. Hover anything.

100 percent occupied Partly occupied Open or out of scope Heritage and grounds
3

Occupancy by level of living

Occupied residences against licensed or illustrative capacity, for the selected quarter.

Campus occupancy across twelve months of FY26 for the filtered scope. The band marks the selected quarter. Each quarter figure above is the mean of its three months, so the line and the tiles cannot disagree.

Show the numbers
4

Article 64A reserve picture

North Carolina licenses continuing care retirement communities under Article 64A of Chapter 58 of the General Statutes, administered by the North Carolina Department of Insurance, which publishes a register of licensed CCRCs. The Forest at Duke appears on that register under Durham County. These three ratios are the ones a board reads first, with the plain English note a resident reads second.

5

Movement through the continuum

A hallmark of The Forest's comprehensive continuum of care is residents' ability to transition to a different level of support as their needs change. This is that movement, counted as resident moves inside the selected quarter. With a level filter on, only the moves that touch that level are shown.

Net change by level: arrivals from other levels less departures to other levels. Move ins from outside the community are counted in panel 6, not here.

6

Inquiry to move in, by the sources on your own form

The contact form on forestduke.org already asks how someone heard about you and which residency they are asking about. Those two fields are the whole of this panel. The qualification stage is the brief qualification process the Assisted Living page describes.

Four stages, in the order your own pages describe them.

Inquiries Move ins

Inquiries by source. The source filter above narrows every number on this page, not just this chart.

Show the numbers
7

Ask the data

Private model

A question box over the same numbers. The model that answers it runs on your own server, inside your own network. No resident record and no census file leaves the building.

Runs on your own server
8

Three automations behind this board

What each one replaces, and an illustrative read of the hours it gives back.

Inquiry stitch, nightly

Joins the contact form fields you already collect, source and residency type, to qualification, tour attendance and move in, and writes one row per inquiry. Replaces a monthly hand built spreadsheet rebuilt from a form export.

Illustrative hours saved
9 hours a month

Filing pack assembly, quarterly

Pulls census and ledger on the same cut date, reconciles them, and renders the Article 64A reserve exhibits and the Disclosure Statement figures ready for review. Replaces three people reconciling census to ledger by hand each quarter.

Illustrative hours saved
22 hours a quarter

Small house morning census

Sends each household lead their own house: ten rooms, who is in, who is out, care partner hours scheduled against hours needed. Replaces a printed census walked between nine houses every morning.

Illustrative hours saved
14 hours a month