The 45-day quarterly pack, assembled once and read live.

The four numbers the Commissioner's quarterly filing turns on. Every one of them moves with all four filters above.

Twin Lakes calls its continuum the Arc of Care, so the board draws it as one. The arc rises from the five independent living residence groups on the left, through Deacon Pointe and Moneta Springs, to Coble Creek, with Homecare reaching off campus to the right. Each node is sized by the residences in that unit type and filled to its occupancy for the selected quarter. The two lakes are drawn to scale against one another, not against the campus.

The statute asks for the 12-month daily average occupancy rate by living unit type at each North Carolina community. Twin Lakes is one community, so this is the whole filing. Subtotals add to the total on every filter combination.

Nothing in Article 64A asks for this one. Twin Lakes publishes it anyway: more than 16,000 hours each year in volunteer services to the broader community, and the North Carolina Award for Outstanding Volunteer Service from the Office of the Governor. A board that only ever shows days cash on hand will slowly stop mentioning it, so it sits here beside the ratios on purpose.

Type a question in plain English and get the number with the panel it came from. In a live deployment this model sits on a server inside your own network. No resident record, no census file and no financial statement leaves Twin Lakes.

These are the three we would build first at a single-campus CCRC filing four quarterly packs, one audit and one revised disclosure statement a year. The hours are illustrative and are stated as a range, because they depend on how much of the census already lives in one system.

Anchored to public figures. The unit counts on this board are built up from numbers Twin Lakes publishes on twinlakescomm.org: 474 independent living choices (FAQ page), of which 84 are Stockton Apartments and 24 are Wittenberg Apartments (Our Residences page), plus 36 private apartments at Deacon Pointe (Deacon Pointe page), 104 private rooms at Coble Creek (Coble Creek page) and up to 12 participants at The Harbor (Moneta Springs page). The split of the remaining independent living homes between Garden Homes, Villas, and Aldersgate and Brandenburg, and the Moneta Springs residence count, are illustrative and are the only unit figures on this board that Twin Lakes does not publish. Note one number to settle: the Our Residences page says over 510 independent living homes while the FAQ page says 474. This board uses 474, the lower and more recent of the two, and the scorecard raises the difference as a finding.

Illustrative throughout. Every occupancy rate, every financial ratio, every dollar, every contract split and every hours figure on this board is illustrative demonstration data constructed by BI Consulting Services to show the shape of the work. None of it was taken from Twin Lakes, none of it was estimated from Twin Lakes, and none of it should be read as a statement about how Twin Lakes actually performs. The data is internally consistent: subtotals add to totals, the contract columns sum to occupied residences, and the ratios move together the way they would in a real set of statements.

The statute. House Bill 357 (2025), Session Law 2025-58 repealed Article 64 of Chapter 58 and enacted Article 64A, effective 1 December 2025. G.S. 58-64A-205 requires, within 45 days after each fiscal quarter end, unaudited financial statements for the provider and any obligated group, the 12-month daily average occupancy rate by living unit type at each North Carolina community, and notice of any change to the board, president, CEO, CFO or organizational documents. G.S. 58-64A-150(a)(39) requires the eight ratios shown above for the past three fiscal years and the next three forecast years, for the provider alone and for the obligated group, with a narrative for material change. Twin Lakes Community is listed on the North Carolina Department of Insurance register of licensed continuing care retirement communities under Alamance County, and the Twin Lakes About page states the designation directly. Fiscal year ends assumed for this demonstration; the real quarter end dates follow your own fiscal calendar.