Exposure Drafts, Comment Letters, and Statements of Position

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Description

This proposed statement of position provides guidance to continuing-care retirement communities on applying generally accepted accounting principles in accounting and reporting for fees, the obligation to provide future services and the use of facilities to current residents, and for initial direct costs of acquiring continuing-care contracts. Briefly, the statement recommends that: 1. Refundable fees should be accounted for and reported as a liability and reclassified to nonrefundable deferred revenue when the obligation to refund fees is removed. The deferred revenue should be amortized to income over future periods based on the remaining estimated lives of the residents (paragraphs 22-23). 2. Fees to be paid to current residents (or designees) only from the proceeds of reoccupancy of the contract holder's unit should be accounted for as deferred revenue. In addition, similar amounts received from new residents in excess of amounts to be paid to previous residents (or designees) should be deferred. The deferred revenue should be amortized to income over future periods based on the remaining useful life of the facility (paragraphs 31-32). 3. Nonrefundable fees should be accounted for as deferred revenue. The deferred revenue should be amortized straight-line to income over the actuarially determined remaining life span of each individual (paragraphs 43-44). 3. A liability recognizing an obligation to provide future services and the use of facilities to current residents in excess of related anticipated revenues should be recorded when the present value of future net cash outflows exceeds unamortized deferred revenue plus depreciation of facilities to be charged related to the contracts and unamortized initial direct costs of acquiring the related continuing-care contracts (paragraphs 53-56). 5. Initial direct costs of acquiring continuing-care contracts that are expected to be recovered from future contract revenues and related to contracts actually issued should be capitalized and amortized to expense on a straight-line basis over the average expected remaining lives of the residents under contract (paragraph 63). The provisions of this statement would be effective for fiscal years beginning on or after the date of final issuance of the statement (with that date to be determined).

Publication Date

1989

Relational Format

Book

Keywords

Life care communities -- United States -- Accounting

Disciplines

Accounting | Taxation

Comments

Originally published by: American Institute of Certified Public Accountants; Copyright and permission to reprint held by: American Institute of Certified Public Accountants.

Proposed statement of position : accounting and reporting by continuing-care retirement communities for fees and the obligation to provide future services and the use of facilities, and the use of facilities, and for initial direct costs of acquiring continuing-care contracts ;Accounting and reporting by continuing-care retirement communities for fees and the obligation to provide future services and the use of facilities, and the use of facilities, and for initial direct costs of acquiring continuing-care contracts; Exposure draft (American Institute of Certified Public Accountants), 1989, Jan. 9

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