Demonstration · Illustrative data · BI Consulting Services
Executive board · sample

Westminster Canterbury of Lynchburg × BI Consulting Services

Prepared for SeanSeptember 2026 · 501 VES Road, Lynchburg · one campus, 52 acres

The campus watershed

Where residents live and how they flow through the levels of care. Stream width = average daily census in the selected period; colour = occupancy vs. target.
Capacities are real: 262 IL units (36 cottages + 226 apartments in Brookhaven, Creekside, Riverside, Woods Edge), 40 Hearthside AL beds, 14 memory-support beds, 105 licensed / 80 CMS-certified nursing beds — Virginia SCC CCRC disclosure statement FY2023; CMS provider 495120. Flows are illustrative.

What this board answers

Three questions a CEO asks on a Monday, answered from the panels below.

Census & occupancy

Monthly occupancy by level of care against target (96.2% for IL is the FY2024 budget assumption in the SCC filing; blended target is capacity-weighted); waitlist depth and days-to-fill on the right.
Anchors: IL occupancy 94.4% at 30 Sep 2024 (GuideStar); SNF 93.8% / 74 of 80 certified beds (CMS via ProPublica & nursinghomedatabase.com, Aug 2026). Months after those dates are illustrative.

Move-in velocity

Waitlist depth (Canterbury Club) and days from vacancy to occupied.
Waitlist depth
Median days-to-fill

Resident & family satisfaction

Quarterly survey, % rating 4–5 of 5, by domain. Driver ranking = correlation with "would recommend".
Public review context (real): Caring.com 4.7★ (4 reviews); FamilyAssets "9.1 Most Loved, #1 in Lynchburg"; MyCaringPlan 9.1/10 across 44 web reviews. Domain scores are illustrative.

Financial performance

Revenue by level of care and payer, operating margin trend, days cash on hand.
Revenue by level (period)
Payer mix (period revenue)
Operating margin, trailing 12 mo
Days cash on hand
Anchor: FY2024 (FYE Sep) total revenue $38,670,775, expenses $36,221,531, net income $2,449,244 — Form 990 via ProPublica. Illustrative months are scaled from that base and add up to the period totals shown.

Workforce

Annualised turnover by department, agency hours as % of worked hours, overtime concentration.
Anchors: 420 team members (wclynchburg.org/about-us); CMS-reported nursing turnover 13.7% vs Virginia 48.3% (ProPublica Nursing Home Inspect). Department figures are illustrative.

Quality & clinical

Falls per 1,000 resident-days, 30-day rehospitalisation, and the public CMS context.
Falls / 1,000 resident-days
30-day rehospitalisation (SNF)
CMS Care Compare · Westminster-Canterbury of Lynchburg Inc (495120) — real
Overall★★★★★Health inspection★★★★★
Staffing★★★★★Quality measures★★★★
Nurse hours / resident day5.87 vs VA 3.8Nursing turnover13.7% vs VA 48.3%
Inspections delayed last standard survey 8 Feb 2023 — a flag visitors see beside your 5 stars

Ask the data

A private assistant over this board. One typed question, one cited answer.
Which level of care drove the Q2 occupancy dip and what did it cost us?
Runs on a private AI server inside the Westminster Canterbury network — resident and financial data never leave the building.
A website assistant, as an idea. wclynchburg.org has no chat or AI assistant today. The same private model could answer "What does a one-bedroom in Riverside cost?" and "Is Hearthside assisted living open to non-residents?" on the public site — from your own 2026 fee schedule and health-services content, never from a directory's guess.
Ask Westminster · preview
"Do you offer short-term rehab to people who aren't residents?"
Yes — Drinkard Healthcare Center accepts direct short-term rehab admissions; call 434-386-3402. health-services