Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

LeadingAge Florida is partnering with CliftonLarsonAllen to analyze the operational and financial information for both senior living and Housing and Urban Development (HUD) members in Florida.

LeadingAge Florida Senior and Affordable Housing Members: Submit Your Operations and Compensation Data by March 31

  • 2/14/2012

LeadingAge Florida Senior and Affordable Housing Members: Submit Your Operations and Compensation Data by March 31

LeadingAge Florida (formerly FAHSA) is partnering with CliftonLarsonAllen (CLA) to offer an operations and compensation survey that analyzes the operational and financial information for both senior living housing and affordable housing (HUD) members in Florida. CLA is proud to announce that Florida will be the first state to undertake our affordable housing (HUD) survey. We have a deep surveying history with state associations in the Carolinas and Virginia and are pleased to add Florida to the list.

The survey will compile component costs, staffing ratios, full time equivalents (FTEs), and other key indicators and will compare your specific data to the medians and averages of all respondents.

Operations and compensation data can help improve your operations

Each year we hear stories of how senior housing communities are using the information to improve operations. For example, one nursing home administrator had a hunch that his mix of nurses was top heavy at the registered nurse (RN) position. Compared to peer organizations in the report, he was in fact oversupplied at the RN level. By bringing his staffing levels in line with other senior living entities, his organization was able to reduce labor expenses. Other organizations have used the data to pare down their daily supply costs. The results provide a wealth of information that can be used a number of ways to improve finances and operations.

Example reports

Your participation counts

The value of these projects is dependent on the participation of all senior housing and affordable housing (HUD) providers. We strongly encourage you to take the time (estimated three to four hours) to complete the survey. After completion of the survey, a first draft of the report will be circulated to participants for edits. A final report will be delivered to all participants after the edits are received.


All proceeds will remain with LeadingAge Florida as part of the shared services revenue which helps fund education and offset membership fees. Participants who complete and submit the information by March 15, 2012, will receive a discount on the publication. Information including a schedule of fees to be paid, along with discounts for submission by March 15, will be determined at a later date based on the number of participants.


Date Action Item
March 15 Survey submission date to qualify for a discount on the final report
March 31 All completed surveys due to CLA
April 16 Initial reports are circulated to participants for comment
April 23 Participant edits are due to CLA
April 30 Final reports are released to participants

Download and complete the survey

Submit your completed survey to Jon Hansen at

Sue Ann Bunevich, Health Care Partner or 407-802-1226

Jon Hansen, Health Care Manager or 704-998-5249