Financial Information

Open and Honest Financial Approach

Clear, straightforward communication about finances is just part of how trust grows in a genuine community. As a not-for-profit Life Plan Community, otherwise known as a Continuing Care Retirement Community (CCRC), Village On The Isle shares financial matters openly. Residents and their families have access to comprehensive financial information, helping you feel confident about choosing a home rooted in stability and integrity.

Independent Audits for Peace of Mind

Current and future residents have easy access to detailed statements, so you can get an inside look at:

  • Revenue and expenses
  • Long-term debt and commitments
  • Investment performance
  • Endowment management
  • Cash reserves and liquidity
AUDITED FINANCIAL STATEMENTS

Commitment to Strong
Financial Reserves

State regulations require Continuing Care Retirement Communities in Florida to maintain secure reserves for residents’ benefit. Village On The Isle consistently meets or surpasses these requirements, reflecting a deep commitment to resident security.

Our detailed Minimum Liquid Reserve Report covers:  

  • Debt service reserves
  • Operating reserves
  • Renewal and replacement reserves
MINIMUM LIQUID RESERVE REPORT

SIMPLE, FLEXIBLE CONTRACTS

Choosing a home is a big decision — understanding your options should be simple. Village On The Isle offers a range of contract types, each designed to match different needs, budgets and lifestyles:

Type A (Life Care):

Unlimited health care, predictable fees
Type B (Modified):
Some health care included, 
at a set monthly rate
Type C (Fee-for-Service):
Lower monthly fees, pay
for health care as needed

Are you unsure what fits your plan? Our experienced sales team is here to walk you through your options and explain entrance fees, service fees and refund policies so you can find peace of mind with the arrangement that’s just right for you. Reach out to schedule a one-on-one consultation with our experienced team. Get your questions answered, explore your options and take the next step toward a secure and vibrant future in a community that feels like home.

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