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Financial Guidelines and Comparative Data for the Operation of Vermont Assisted Living Residences

This document, developed for the State of Vermont, provides guidelines and comparative data for operating projections for proposed assisted living residences.

Guidelines are provided to assist project sponsors in developing revenue and expense projections for proposed Vermont-based assisted living residences.  In addition, three scenario analyses are presented to provide hypothetical revenue and expense projections for different sized projects.

To facilitate the preparation of the scenario analyses, selected financial data was obtained from operating assisted living residences in Vermont.  National assisted living operating information available through two national studies was also included to provide a broader context and point of comparison for the detailed guidelines and projections.

“Financial Guidelines and Comparative Data for the Operation of Vermont Assisted Living Residences” was developed for the Vermont Department of Disabilities, Aging and Independent Living, and the Vermont Housing Finance Agency.

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