Demonstration · Illustrative Data · BI Consulting Services

Givens Communities x BI Consulting Services

The NCDOI quarterly filing pack, rendered as a live board. Every exhibit below is an item the statute now requires within 45 days of each fiscal quarter end.

Article 64A of Chapter 58 · House Bill 357 · S.L. 2025-58 · effective 1 December 2025
Prepared for Kevin Kevin Schwab, President and CEO
September 2026
AnalytIQCore demonstration board
Filing pack cover

Quarterly filing summary

Six figures the Department sees first. All recalculate with the community, period and entity selected above.

G.S. 58-64A-205
Exhibit A

Unaudited financial statements

Operating revenue against operating expenses for the six most recent quarters, on the selected entity basis. Net operating margin is charted separately rather than on a second axis.

205(a)(1)
Operating revenue Operating expenses Selected period
Net operating margin by quarter
Quarter detail, selected period
Exhibit B

Twelve month daily average occupancy by living unit type

The statute asks for occupancy by living unit type at each community, not one blended number. This is that breakdown, plus the six quarter trend for each type.

205(a)(2)
Twelve month daily average, trailing six filing periods
By community, selected period
Portfolio map

Five communities along the ridge

A stylized Blue Ridge profile, communities ordered west to east from the Laurels through Asheville and Black Mountain out to Charlotte. Each marker is sized by licensed and independent living units and shaded by twelve month daily average occupancy.

Givens portfolio
Exhibit D · centerpiece

Eight key financial metrics, three prior years and three forecast years

Required in the disclosure statement for the provider alone and for the obligated group, with a narrative for any material year over year change. Toggle the entity above and the whole table recomputes.

G.S. 58-64A-150(a)(39)

Narrative for material year over year change

    Exhibit C

    Notice of changes to board, CEO, CFO or organizational documents

    The fourth item in every quarterly filing. Tracked as a register so the notice writes itself rather than being reconstructed at day 44.

    205(a)(3)