Ziegler CFO Hotline Survey August/September 2022: Monthly Fee Increases Question Title * 1. Which of the following best describes your organization? Single-site provider Multi-site provider Question Title * 2. In which U.S. state are you headquartered? Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia (DC) Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Marianas Islands Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Virgin Islands Washington West Virginia Wisconsin Wyoming Question Title * 3. Within your organization, which is the predominant contract type? (If you represent a multi-site organization, please mark the contract type for the majority of your communities.) Type A - Extensive/Lifecare Type B - Modified Type C - Fee for Service Rental Equity Question Title * 4. By what percentage did your organization increase or decrease its monthly fees charged to existing residents in 2022? (If no change, enter “0”. If decrease, please use “-”.) % IL (Please report in numbers rather than spelled out in words) % AL (Please report in numbers rather than spelled out in words) % SN (Please report in numbers rather than spelled out in words) Question Title * 5. By what percentage does your organization plan to increase or decrease its monthly fees charged to existing residents in 2023? (If no change, enter “0”. If decrease, please use “-”.) % IL (Please report in numbers rather than spelled out in words) % AL (Please report in numbers rather than spelled out in words) % SN (Please report in numbers rather than spelled out in words) Question Title * 6. In the past year, did you have any mid-year increases in monthly fees? Yes No Question Title * 7. In the year ahead, have you kept open the possibility of a mid-year increase in monthly fees? Yes No Question Title * 8. In addition to (or as an alternative to) implementing an annual monthly fee increase, did you charge a one-time assessment or similar fee in the past year? Yes No Question Title * 9. In the year ahead, are you planning to charge a one-time assessment or similar fee in addition to the monthly fee increase (or as an alterative to a monthly fee increase)? Yes No Question Title * 10. In the past year, did you raise fees for incoming residents earlier than the planned fee increase for all residents? (For example, incoming residents pay the increased amount when they move in. The current resident based does not pay the increased amount until the pre-determined date for monthly fee increases. On that date, all residents then are paying the same amount. The disparity is for a few months prior to the effective date for all residents.) Yes No Question Title * 11. What would you say is the primary driver of monthly fee increases in the year ahead? Question Title * 12. Please share any additional comments you may have regarding Resident Monthly Fees. Done