Demonstration · Illustrative data · BI Consulting Services

Pinnacle Living × BI Consulting Services

Portfolio executive board · six campuses from the Blue Ridge to the Tidewater · every peak measured against the pinnacle

Prepared for Chris September 2026 · Sample executive dashboard
Illustrative data · anchored to public figures
Signature view · portfolio ridgeline

Six peaks, one pinnacle

Each campus is drawn as a peak from Roanoke (west) to Williamsburg (east). Peak height is occupancy (scale starts at 50%); the strata inside show capacity by level of care; the dashed line is the 92% pinnacle target. Click a peak to filter the board.

Capacity anchors: Cedarfield 311 IL / 42 AL / 23 MC / 60 HC beds (SeniorNavigator); WindsorMeade 181 IL / 32 AL / 22 SNF (SeniorNavigator, Mirador, CMS); Deep Run 76; Three Chopt 48; Roanoke 99 units incl. 24 nursing beds. Hermitage Richmond IL/AL counts and the IL/AL splits at Roanoke, Deep Run and WindsorMeade memory support are illustrative.
Census & occupancy

24-month occupancy by level of care

Monthly occupied units ÷ capacity. Shaded band marks the selected period; dashed line is the 92% target.

Pipeline

Waitlist depth & days to fill

Depth is names on the waitlist today; days-to-fill is the median from notice-to-vacate to the next move-in over the period.

Portfolio comparison

Campus by campus

All figures for the selected level of care and period. The selected campus is highlighted; totals are portfolio-wide.

Resident & family satisfaction

Survey scores by domain

Percent satisfied (top-two-box) in the latest quarterly survey of the period, residents and family members side by side; drivers ranked by their weight on overall recommendation.

Public review theme: Mirador's Cedarfield listing (4.0 across 40 reviews) flags staff turnover; its Hermitage Roanoke listing notes medication-management and care-planning compliance findings. Survey scores here are illustrative.
Workforce

Turnover, agency and overtime

Annualised turnover by department, agency share of care hours across the period, and how concentrated overtime is.

Headcount anchor: 975 employees and 480 volunteers on the FY2025 Form 990 (Virginia United Methodist Homes, Inc., excludes WindsorMeade); "over 1,100" portfolio-wide per Richmond BizSense, Oct 2024. Departmental splits are illustrative.
Financial performance

Revenue, payer mix and margin

Revenue by level of care and by payer, operating expense by category, and monthly operating margin across the period.

Anchor: FY2025 (FYE May 31, 2025) Form 990 — Virginia United Methodist Homes, Inc. total revenue $83,855,341, expenses $77,988,121, net assets $66,913,491; WindsorMeade (separate 501(c)(3)) revenue $25,668,071, expenses $25,441,842. Combined ≈ $109.5M. Source: ProPublica Nonprofit Explorer (EINs 54-0720603, 30-0173798). Monthly figures, payer split, expense categories and days cash on hand are illustrative and scaled to those totals.
Quality & clinical

Falls, rehospitalisation, stars

CMS Care Compare (processing date 2026-08-01): WindsorMeade of Williamsburg (CCN 495402) overall 5★, health inspection 4★, staffing 5★, quality 4★, 22 certified beds, 20.4 average residents/day; Cedarfield (CCN 495434) certified 2023-05-18, no ratings yet, 20 beds, 18.6 residents/day. Hermitage Richmond and Hermitage Roanoke nursing are not Medicare-certified. Falls and rehospitalisation rates are illustrative.
Ask the data

A private analyst that has read every table on this board

Which campus drove the summer occupancy dip in memory care, and what did it cost us?
Runs on a private AI server inside the Pinnacle Living network. Resident and financial data never leave it; every answer cites the table it came from.
Website idea · "Ask Pinnacle Living" assistant pinnacleliving.org has no chat or assistant today
My mother needs memory care near Henrico. What do you have and what does it start at?
Two campuses in Henrico offer memory care: Hermitage Three Chopt (three 16-resident households, memory care only) and Hermitage Deep Run (assisted living and memory support). Monthly fees start at $X,XXX; there is no entrance fee at either. Would you like to schedule a visit or talk to Brittany's team at Deep Run?
Answers only from Pinnacle Living's own pages and rate sheets, so families and AI search engines stop quoting directory prices. Same private server.