Velarion Records

The 340B register and hospital finances — joined, watched daily, delivered.

Skilled nursing facility · CMS certification number 106104

RENAISSANCE AT THE TERRACES

BONITA SPRINGS, Florida · Medicare and Medicaid

Certified beds, as filed in Care Compare: 40

Finances, as filed

From this facility’s Medicare cost reports on form CMS-2540, each figure with the worksheet, line and column it was read from.

Cost report for 1 January 2024 to 31 December 2024 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on 28 August 2025.

Revenue and expenses, fiscal year 2024
FigureAs filedWhere it comes from
Total patient revenue$25,258,754CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,994,351CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$22,264,403CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$32,516,862CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$10,252,459CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$1,951,705CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$8,300,754CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$8,300,754 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2024
FigureAs filedWhere it comes from
Total facility beds, all components40CMS-2540-10 worksheet S300001 line 800 column 100
Bed days available, all components14,640CMS-2540-10 worksheet S300001 line 800 column 200
Medicare (Title XVIII) patient days4,577CMS-2540-10 worksheet S300001 line 800 column 400
Other-payer patient days8,180CMS-2540-10 worksheet S300001 line 800 column 600
Total patient days, all components12,757CMS-2540-10 worksheet S300001 line 800 column 700
Medicare discharges200CMS-2540-10 worksheet S300001 line 800 column 900
Other-payer discharges57CMS-2540-10 worksheet S300001 line 800 column 1100
Total discharges, all components257CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days22.89CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days49.64CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1433329, read from the public cost report file SNF10FY2024.zip.

Fiscal year 2023, ended 31 December 2023

Cost report for 1 January 2023 to 31 December 2023 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 19 July 2024.

Revenue and expenses, fiscal year 2023
FigureAs filedWhere it comes from
Total patient revenue$12,269,244CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,517,219CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$10,752,025CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$34,812,829CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$24,060,804CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$12,427,297CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$11,633,507CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$11,633,507 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2023
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components35,345CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components300CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days26.27CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days117.82CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1388927, read from the public cost report file SNF10FY2023.zip.

Fiscal year 2022, ended 31 December 2022

Cost report for 1 January 2022 to 31 December 2022 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 14 July 2023.

Revenue and expenses, fiscal year 2022
FigureAs filedWhere it comes from
Total patient revenue$13,450,569CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,432,850CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$12,017,719CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$32,018,584CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$20,000,865CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$8,991,640CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$11,009,225CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$11,009,225 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2022
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components29,105CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components292CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days28.13CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days99.67CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1358152, read from the public cost report file SNF10FY2022.zip.

Fiscal year 2021, ended 31 December 2021

Cost report for 1 January 2021 to 31 December 2021 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 24 June 2022.

Revenue and expenses, fiscal year 2021
FigureAs filedWhere it comes from
Total patient revenue$10,805,122CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,423,417CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$9,381,705CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$19,107,350CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$9,725,645CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$9,415,103CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$310,542CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$310,542 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2021
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components27,324CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components246CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days21.89CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days111.07CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1322360, read from the public cost report file SNF10FY2021.zip.

Fiscal year 2020, ended 31 December 2020

Cost report for 1 January 2020 to 31 December 2020 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on 16 September 2021.

Revenue and expenses, fiscal year 2020
FigureAs filedWhere it comes from
Total patient revenue$11,082,469CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,207,861CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$9,874,608CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$25,930,068CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$16,055,460CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$9,672,565CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$6,382,895CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$6,382,895 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2020
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components31,527CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components213CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days23.63CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days148.01CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1299278, read from the public cost report file SNF10FY2020.zip.

Fiscal year 2019, ended 31 December 2019

Cost report for 1 January 2019 to 31 December 2019 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 25 August 2021.

Revenue and expenses, fiscal year 2019
FigureAs filedWhere it comes from
Total patient revenue$12,893,452CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,287,889CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$10,605,563CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$26,621,520CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$16,015,957CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$8,925,223CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$7,090,734CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$7,090,734 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2019
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components32,345CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components381CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days23.9CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days84.9CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1296073, read from the public cost report file SNF10FY2019.zip.

Fiscal year 2018, ended 31 December 2018

Cost report for 1 January 2018 to 31 December 2018 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 1 August 2019.

Revenue and expenses, fiscal year 2018
FigureAs filedWhere it comes from
Total patient revenue$11,768,209CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,833,676CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$9,934,533CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$21,908,283CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$11,973,750CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$8,259,272CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,714,478CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,714,478 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2018
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components34,671CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components315CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days23.79CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days110.07CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1239049, read from the public cost report file SNF10FY2018.zip.

Fiscal year 2017, ended 31 December 2017

Cost report for 1 January 2017 to 31 December 2017 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 17 September 2018.

Revenue and expenses, fiscal year 2017
FigureAs filedWhere it comes from
Total patient revenue$12,823,111CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,045,438CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$10,777,673CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$21,035,932CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$10,258,259CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$7,745,966CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,512,293CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,512,293 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2017
FigureAs filedWhere it comes from
Total facility beds, all components107CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components36,696CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components356CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days26.9CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days103.08CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1211778, read from the public cost report file SNF10FY2017.zip.

Fiscal year 2016, ended 31 December 2016

Cost report for 1 January 2016 to 31 December 2016 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on 1 August 2017.

Revenue and expenses, fiscal year 2016
FigureAs filedWhere it comes from
Total patient revenue$13,706,102CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,426,441CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$11,279,661CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$22,222,834CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$10,943,173CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$7,990,709CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,952,464CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,952,464 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2016
FigureAs filedWhere it comes from
Total facility beds, all components118CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components37,201CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components395CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days29.06CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days94.18CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1171408, read from the public cost report file SNF10FY2016.zip.

Fiscal year 2015, ended 31 December 2015

Cost report for 1 January 2015 to 31 December 2015 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 25 July 2016.

Revenue and expenses, fiscal year 2015
FigureAs filedWhere it comes from
Total patient revenue$12,728,498CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,292,126CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$10,436,372CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$23,854,054CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$13,417,682CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$7,577,894CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$5,839,788CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$5,839,788 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2015
FigureAs filedWhere it comes from
Total facility beds, all components118CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components34,820CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components394CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days24.89CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days88.38CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1138013, read from the public cost report file SNF10FY2015.zip.

Fiscal year 2014, ended 31 December 2014

Cost report for 1 January 2014 to 31 December 2014 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 31 March 2016.

Revenue and expenses, fiscal year 2014
FigureAs filedWhere it comes from
Total patient revenue$8,730,486CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,642,238CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$7,088,248CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$30,621,476CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$23,533,228CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$6,322,140CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$17,211,088CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$17,211,088 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).

Beds, days and discharges, fiscal year 2014
FigureAs filedWhere it comes from
Total facility beds, all components118CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components25,090CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components307CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days25.28CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days81.73CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1121582, read from the public cost report file SNF10FY2014.zip.

Fiscal year 2013, ended 31 December 2013

Cost report for 7 November 2013 to 31 December 2013 — a reporting period of 54 days, not a full year, on form CMS-2540-10, settled, processed by CMS on 28 January 2015.

None of these figures is carried on this report.

CMS report record 1085145, read from the public cost report file SNF10FY2014.zip.

Nurse staffing

Nurse staffing hours from the Payroll-Based Journal, quarter by quarter, are on this facility’s staffing page, each quarter with the file it came from.

The staffing record →

Ownership, as filed with CMS

Care Compare

As filed in the CMS file dated 1 August 2026 (Care Compare ownership).

Owner or managerRoleTypeOwnership percentageAssociation
BONITA SPRINGS RETIREMENT VILLAGE INC5% OR GREATER DIRECT OWNERSHIP INTERESTOrganization100%since 11/07/2013
BONITA SPRINGS RETIREMENT VILLAGE INC5% OR GREATER MORTGAGE INTERESTOrganizationNOT APPLICABLEsince 11/07/2013
ACTS MANAGEMENT SERVICES, INC.ADP OF THE SNFOrganizationNOT APPLICABLEsince 07/25/2025
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCADP OF THE SNFOrganizationNOT APPLICABLEsince 07/25/2025
AHERN, SUSANADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
BAKER TILLY ADVISORY GROUP LPADP OF THE SNFOrganizationNOT APPLICABLEsince 02/03/2025
BAKER TILLY US LLPADP OF THE SNFOrganizationNOT APPLICABLEsince 11/05/2024
BONITA SPRINGS RETIREMENT VILLAGE INCADP OF THE SNFOrganizationNOT APPLICABLEsince 11/07/2013
CHRISTIANSEN, KARENADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
FOX, GLENNADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
GRANT, GERALDADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
GRANT, JONATHANADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
GRAY, DAVIDADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
SIPRA, SAJIDADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2015
UMB BANK NATIONAL ASSOCIATIONADP OF THE SNFOrganizationNOT APPLICABLEsince 07/24/2025
VALDIVIA, PEGGYADP OF THE SNFIndividualNOT APPLICABLEsince 11/01/2024
CHRISTIANSEN, KARENCORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
GERNER, ELRICCORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
GLYNN, JAMESCORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
GRANT, GERALDCORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
MORELAND, DAVECORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
WEISS, RITACORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/01/2024
AHERN, SUSANCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
CHRISTIANSEN, KARENCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
FOX, GLENNCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
GERNER, ELRICCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
GRANT, GERALDCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
GRANT, JONATHANCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
VALDIVIA, PEGGYCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/01/2024
ACTS ACQUISITION AND DEVELOPMENT COMPANY LLCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS ALLIANCE MANAGEMENT LLCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS COMMUNITIES OF MARYLAND, INC.INDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS LEGACY FOUNDATION, INC.INDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS MANAGEMENT SERVICES, INC.INDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS RETIREMENT SERVICES, INCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS RETIREMENT-LIFE COMMUNITIES INCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS SIGNATURE COMMUNITY SERVICES INCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
MEASE LIFE INCINDIRECT OWNERSHIP INTERESTOrganizationNOT APPLICABLEsince 11/01/2024
ACTS MANAGEMENT SERVICES, INC.OPERATIONAL/MANAGERIAL CONTROLOrganizationNOT APPLICABLEsince 11/01/2024
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCOPERATIONAL/MANAGERIAL CONTROLOrganizationNOT APPLICABLEsince 11/01/2024
AHERN, SUSANOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
BONITA SPRINGS RETIREMENT VILLAGE INCOPERATIONAL/MANAGERIAL CONTROLOrganizationNOT APPLICABLEsince 11/07/2013
CHRISTIANSEN, KARENOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
FOX, GLENNOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
GRANT, GERALDOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
GRANT, JONATHANOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
VALDIVIA, PEGGYOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 11/01/2024
UMB BANK NATIONAL ASSOCIATIONTRUSTEE OF THE SNFOrganizationNOT APPLICABLEsince 01/01/2022

Medicare enrollment

As filed in the CMS file dated 1 August 2026 (Medicare enrollment ownership), under the enrollment of BONITA SPRINGS RETIREMENT VILLAGE INC (enrollment ID O20130826001063).

OwnerIndividual or organizationRoleOwnership percentageAssociation dateDescribed in the filing as
BONITA SPRINGS RETIREMENT VILLAGE INCOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST10011/7/2013
Private equity company: No
Real estate investment trust: No
Holding company: No
BONITA SPRINGS RETIREMENT VILLAGE INCOrganization5% OR GREATER MORTGAGE INTEREST10011/7/2013
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS MANAGEMENT SERVICES, INC.OrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.7/25/2025
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCOrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.7/25/2025
Private equity company: No
Real estate investment trust: No
Holding company: No
BAKER TILLY ADVISORY GROUP LPOrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.2/3/2025
Private equity company: No
Real estate investment trust: No
Holding company: No
BAKER TILLY US LLPOrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/5/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
BONITA SPRINGS RETIREMENT VILLAGE INCOrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/7/2013
Private equity company: No
Real estate investment trust: No
Holding company: No
DAVID GRAYIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GERALD T GRANTIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GLENN D FOXIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
JONATHAN D GRANTIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
KAREN I CHRISTIANSENIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
PEGGY VALDIVIAIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
SAJID SIPRAIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2015
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
SUSAN AHERNIndividualADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
UMB BANK NATIONAL ASSOCIATIONOrganizationADP OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.7/24/2025
Private equity company: No
Real estate investment trust: No
Holding company: No
DAVE MORELANDIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
ELRIC C GERNERIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GERALD T GRANTIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
JAMES GLYNNIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
KAREN I CHRISTIANSENIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
RITA WEISSIndividualCORPORATE DIRECTORCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
ELRIC C GERNERIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GERALD T GRANTIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GLENN D FOXIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
JONATHAN D GRANTIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
KAREN I CHRISTIANSENIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
PEGGY VALDIVIAIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
SUSAN AHERNIndividualCORPORATE OFFICERCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
ACTS ACQUISITION AND DEVELOPMENT COMPANY LLCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS ALLIANCE MANAGEMENT LLCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS COMMUNITIES OF MARYLAND, INC.OrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS LEGACY FOUNDATION, INC.OrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS MANAGEMENT SERVICES, INC.OrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS RETIREMENT SERVICES, INCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS RETIREMENT-LIFE COMMUNITIES INCOrganizationINDIRECT OWNERSHIP INTEREST10011/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS SIGNATURE COMMUNITY SERVICES INCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
MEASE LIFE INCOrganizationINDIRECT OWNERSHIP INTERESTCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS MANAGEMENT SERVICES, INC.OrganizationOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
ACTS RETIREMENT-LIFE COMMUNITIES MANAGEMENT, LLCOrganizationOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
BONITA SPRINGS RETIREMENT VILLAGE INCOrganizationOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/7/2013
Private equity company: No
Real estate investment trust: No
Holding company: No
GERALD T GRANTIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
GLENN D FOXIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
JONATHAN D GRANTIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
KAREN I CHRISTIANSENIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
PEGGY VALDIVIAIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
SUSAN AHERNIndividualOPERATIONAL/MANAGERIAL CONTROLCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.11/1/2024
Private equity company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Real estate investment trust: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
Holding company: CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.
UMB BANK NATIONAL ASSOCIATIONOrganizationTRUSTEE OF THE SNFCMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; this field has not been filed under the current cycle.1/1/2022
Private equity company: No
Real estate investment trust: No
Holding company: No

Changes in ownership

Recent changes on this record

Inspections

Inspection cycleHealth inspectionFire safety inspectionHealth deficienciesFire safety deficiencies
13 July 20243 July 202430
218 May 202318 May 202322
323 September 202123 September 202144

From the Care Compare inspection summary file NH_SurveySummary_Aug2026.csv, processed on 1 August 2026.

Deficiencies cited

9 deficiencies on file, newest inspection first
Inspection dateInspection typeTagCategoryWhat was citedScope and severityComplaintCorrectedCorrection date
2 February 2026HealthF 0812Nutrition and Dietary DeficienciesProcure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards.FYesDeficient, Provider has date of correction25 February 2026
3 July 2024HealthF 0700Quality of Life and Care DeficienciesTry different approaches before using a bed rail. If a bed rail is needed, the facility must (1) assess a resident for safety risk; (2) review these risks and benefits with the resident/representative; (3) get informed consent; and (4) Correctly install and maintain the bed rail.DNoDeficient, Provider has date of correction25 July 2024
3 July 2024HealthF 0812Nutrition and Dietary DeficienciesProcure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards.FNoDeficient, Provider has date of correction25 July 2024
18 May 2023HealthF 0687Quality of Life and Care DeficienciesProvide appropriate foot care.DNoDeficient, Provider has date of correction6 June 2023
18 May 2023HealthF 0695Quality of Life and Care DeficienciesProvide safe and appropriate respiratory care for a resident when needed.DNoDeficient, Provider has date of correction6 June 2023
23 September 2021HealthF 0677Quality of Life and Care DeficienciesProvide care and assistance to perform activities of daily living for any resident who is unable.DNoDeficient, Provider has date of correction23 October 2021
23 September 2021HealthF 0695Quality of Life and Care DeficienciesProvide safe and appropriate respiratory care for a resident when needed.DNoDeficient, Provider has date of correction23 October 2021
23 September 2021HealthF 0761Pharmacy Service DeficienciesEnsure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs.DNoDeficient, Provider has date of correction23 October 2021
23 September 2021HealthF 0812Nutrition and Dietary DeficienciesProcure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards.DNoDeficient, Provider has date of correction23 October 2021

From the Care Compare health citations file NH_HealthCitations_Aug2026.csv, processed on 1 August 2026.

Penalties

Not yet extracted for this facility.

Care Compare provider information

FieldAs filed
Provider TypeMedicare and Medicaid
Ownership TypeNon profit - Corporation
Legal Business NameBONITA SPRINGS RETIREMENT VILLAGE INC
Date First Approved to Provide Medicare and Medicaid Services2013-12-05
Provider Resides in HospitalN
Continuing Care Retirement CommunityY
UrbanY
County/ParishLee
Telephone Number2399497555
Chain NameACTS RETIREMENT-LIFE COMMUNITIES
Chain ID9
Provider Changed Ownership in Last 12 MonthsN
With a Resident and Family CouncilResident
Automatic Sprinkler Systems in All Required AreasYes
Number of Certified Beds40
Average Number of Residents per Day31.9
Overall Rating4
Health Inspection Rating3
QM Rating4
Long-Stay QM Rating3
Short-Stay QM Rating5
Processing Date2026-08-01

From the Care Compare Provider Information file NH_ProviderInfo_Aug2026.csv, processed on 1 August 2026.

Get an email when this record changes

One email a day naming what moved on RENAISSANCE AT THE TERRACES: the field, the value before, the value after, and the date of the file that first showed it.

The facility alert follows this one record: a cost report filed or a figure on one changed, an inspection, a deficiency or a penalty recorded, an owner added or removed. The certification number arrives filled in.

On 1 July 2026: SUSAN AHERN no longer appears as ADP OF THE SNF in the Medicare enrollment ownership file. That is one line of the alert.

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The citable document for RENAISSANCE AT THE TERRACES

This page shows the record as it stands today. The report is the citable document: the same figures with the cell each came from, and beyond this page — five facilities of a similar size in Florida at the same fiscal year, listed by name; every change on the record rather than the recent ones below; the inspection and staffing history in blocks of their own; and a citation block naming every CMS file it was read from.

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Every figure on this page is printed as it appears in the CMS file named beside it. A figure that does not match its file? Tell us on the corrections page, quoting certification number 106104.