I'm interested in practices of cross applying margins from either the operating or capital budgets against deficits in the other. This is likely more appropriate for members living in for profit Type A CCRCs.
My Arizona CCRC has a long-standing practice not to do so but ownership is now changing its policy after a large capital deficit resulting from a major renovation to their property coinciding with an operating surplus.
Previously operating surpluses were set aside in a "rainy day" fund to mitigate future monthly fee increases. If the fund became large there was the possibility of fee rebates. This has occurred at least once.
I would appreciate any information members can share.