CASE STUDIES

Tabitha Grand Island Case Study

Friday, October 1, 2021
Tabitha Grand Island is a Nebraska nonprofit corporation that was established in 2019 for the purposes of constructing and operating Tabitha at Prairie Commons, a new senior living community consisting of 81 independent living apartments, an assis...

St. Camillus Health System Case Study

Friday, February 14, 2020
The Series 2019 Bonds, with a par amount of $206.4 million, along with approximately $4.7 million of St. Camillus equity, were issued to fund the Project, reimburse St. Camillus for prior Project expenses, refinance the Series 2010, Series 2012, a...

Shell Point / Alliance Obligated Group

Wednesday, August 7, 2019
The obligated group consists of The Christian and Missionary Alliance Foundation, Inc., d/b/a Shell Point (“Shell Point”) and The Alliance Community for Retirement Living, Inc. (“Alliance”). Shell Point and Alliance are each Florida non-profit cor...

Village on the Isle

Saturday, December 30, 2017
Southwest Florida Retirement Center, Inc. d/b/a as Village on the Isle (the Obligor) is a Florida not-for-profit incorporated in January of 1979. The Obligor owns and operates a continuing care retirement community (the Community) which opened in...

Hill View Retirement Center

Friday, June 30, 2017
Hill View Retirement Center (Hill View), a United Methodist related community, is an Ohio non-profit corporation that was founded in 1983. Hill View’s mission, within a framework of Christian values, is to enable each individual it serves to reali...

Collington Episcopal Life Care Community, Inc

Friday, April 28, 2017
Collington Episcopal Life Care Community, Inc. (Collington) is a nonstock corporation organized under the laws of the State of Maryland for not-for-profit purposes. Collington is located in Mitchellville, Maryland, in Prince George’s County. In 19...

Legacy Pointe at UCF

Saturday, December 31, 2016
Legacy Pointe at UCF (the Community) is a proposed continuing care retirement community to be developed on a 43- acre site in Seminole County, Florida, approximately one mile northeast of the University of Central Florida (UCF or the University).

Bayview Manor

Friday, September 30, 2016
Bayview Manor Homes, doing business as Bayview, is a Washington nonprofit corporation and 501(c)(3) organization that was established in 1961 to care for the elderly residents of Seattle’s Queen Anne neighborhood and beyond.

Friendship Village of Dublin

Tuesday, September 27, 2016
Friendship Village of Dublin, Ohio, Inc. (the Corporation) was incorporated in 1978 as an Ohio not-for-profit corporation for the purpose of enhancing the quality of life and independence of older adults by providing progressive levels of service,...

Rosedale Green

Thursday, October 1, 2015
Kenton Housing, Inc., d/b/a Rosedale Green, was incorporated in 1962 as a Kentucky not-for-profit corporation offering housing, healthcare, home health and other related services to the elderly. Rosedale Green (the Borrower) is a Section 501(c)(3)...