Velarion Records

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

Skilled nursing facility · CMS certification number 106137

THE PRESERVE

FORT MYERS, Florida · Medicare and Medicaid

Certified beds, as filed in Care Compare: 75

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 July 2024 to 30 June 2025 — a reporting period of 364 days, on form CMS-2540-10, as submitted, processed by CMS on 5 December 2025.

Revenue and expenses, fiscal year 2025
FigureAs filedWhere it comes from
Total patient revenue$17,287,363CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$5,537,187CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$11,750,176CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$14,331,452CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$2,581,276CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$659,989CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$1,921,287CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$1,921,288 (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 2025
FigureAs filedWhere it comes from
Total facility beds, all components75CMS-2540-10 worksheet S300001 line 800 column 100
Bed days available, all components27,375CMS-2540-10 worksheet S300001 line 800 column 200
Medicare (Title XVIII) patient days8,044CMS-2540-10 worksheet S300001 line 800 column 400
Medicaid (Title XIX) patient days5,241CMS-2540-10 worksheet S300001 line 800 column 500
Other-payer patient days11,227CMS-2540-10 worksheet S300001 line 800 column 600
Total patient days, all components24,512CMS-2540-10 worksheet S300001 line 800 column 700
Medicare discharges346CMS-2540-10 worksheet S300001 line 800 column 900
Medicaid discharges23CMS-2540-10 worksheet S300001 line 800 column 1000
Other-payer discharges265CMS-2540-10 worksheet S300001 line 800 column 1100
Total discharges, all components634CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days23.25CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days227.87CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days38.66CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1443724, read from the public cost report file SNF10FY2024.zip.

Fiscal year 2024, ended 30 June 2024

Cost report for 1 July 2023 to 30 June 2024 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on 18 December 2024.

Revenue and expenses, fiscal year 2024
FigureAs filedWhere it comes from
Total patient revenue$16,726,675CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$5,485,879CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$11,240,796CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$14,683,317CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$3,442,521CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$768,932CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,673,589CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,673,589 (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 components75CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components24,188CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components597CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days27.71CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days218.03CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days40.52CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1401168, read from the public cost report file SNF10FY2023.zip.

Fiscal year 2023, ended 30 June 2023

Cost report for 1 July 2022 to 30 June 2023 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 16 January 2024.

Revenue and expenses, fiscal year 2023
FigureAs filedWhere it comes from
Total patient revenue$17,213,252CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$6,054,663CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$11,158,589CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$13,801,702CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$2,643,113CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$687,567CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$1,955,546CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$1,955,546 (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 components75CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components24,396CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components520CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days28.36CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days212.27CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days46.92CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1371996, read from the public cost report file SNF10FY2022.zip.

Fiscal year 2022, ended 30 June 2022

Cost report for 1 July 2021 to 30 June 2022 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 22 January 2024.

Revenue and expenses, fiscal year 2022
FigureAs filedWhere it comes from
Total patient revenue$15,836,385CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$5,691,165CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$10,145,220CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$13,171,644CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$3,026,424CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$526,701CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,499,723CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,499,723 (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 components75CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components22,451CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components446CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days32.89CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days136.45CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days50.34CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1372325, read from the public cost report file SNF10FY2021.zip.

Fiscal year 2021, ended 30 June 2021

Cost report for 1 July 2020 to 30 June 2021 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 9 December 2021.

Revenue and expenses, fiscal year 2021
FigureAs filedWhere it comes from
Total patient revenue$10,815,504CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,650,811CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$6,164,693CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$10,002,560CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$3,837,867CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$463,393CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,374,474CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,374,474 (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 components75CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components11,627CMS-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 days26.38CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days113CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days29.51CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1306644, read from the public cost report file SNF10FY2020.zip.

Fiscal year 2020, ended 30 June 2020

Cost report for 9 April 2020 to 30 June 2020 — a reporting period of 82 days, not a full year, on form CMS-2540-10, settled, processed by CMS on 23 February 2021.

Revenue and expenses, fiscal year 2020
FigureAs filedWhere it comes from
Total patient revenue$744,743CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$407,918CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$336,825CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$1,204,057CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$867,232CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$54,772CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$812,460CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$812,460 (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 components75CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components931CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components20CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days40.37CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days46.55CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1280459, read from the public cost report file SNF10FY2020.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
VOA LEE COUNTY HEALTH CARE FACILITY, INC.5% OR GREATER DIRECT OWNERSHIP INTERESTOrganization100%since 10/13/2015
GAVIN, NANCYADP OF THE SNFIndividualNOT APPLICABLEsince 10/13/2015
KELLER, RYANADP OF THE SNFIndividualNOT APPLICABLEsince 01/20/2025
MAHADEVAN, ANANDADP OF THE SNFIndividualNOT APPLICABLEsince 01/31/2025
NUTZ, FAITHADP OF THE SNFIndividualNOT APPLICABLEsince 09/01/2018
RICHARD, SARAHADP OF THE SNFIndividualNOT APPLICABLEsince 03/04/2024
SOCZYNSKI, PAULADP OF THE SNFIndividualNOT APPLICABLEsince 01/20/2025
VOA LEE COUNTY HEALTH CARE FACILITY, INC.ADP OF THE SNFOrganizationNOT APPLICABLEsince 12/18/2017
ARNOLD, PATTICORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2016
BLOOM, SHAWNCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2017
ERICKSON, KARENCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2022
HACKETT, KARENCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2023
KNAPP, KEITHCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2016
MULLEN, BETHCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2023
PERKINS, DERRICKCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2019
PETERSON, JEANNECORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2017
RASE, NANCYCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2016
SHERIDAN, PATRICKCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2023
VIGEE, VORISCORPORATE DIRECTORIndividualNOT APPLICABLEsince 07/01/2022
BUDZYNSKI, JOSEPHCORPORATE OFFICERIndividualNOT APPLICABLEsince 04/02/2012
GAVIN, NANCYCORPORATE OFFICERIndividualNOT APPLICABLEsince 11/11/2011
KING, MICHAELCORPORATE OFFICERIndividualNOT APPLICABLEsince 07/01/2010
NUTZ, FAITHCORPORATE OFFICERIndividualNOT APPLICABLEsince 09/01/2018
KELLER, RYANOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 01/20/2025
MAHADEVAN, ANANDOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 06/01/2020
RICHARD, SARAHOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 03/04/2024
SOCZYNSKI, PAULOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 01/20/2025

Medicare enrollment

As filed in the CMS file dated 1 August 2026 (Medicare enrollment ownership), under the enrollment of VOA LEE COUNTY HEALTH CARE FACILITY, INC. (enrollment ID O20200319000004).

OwnerIndividual or organizationRoleOwnership percentageAssociation dateDescribed in the filing as
VOA LEE COUNTY HEALTH CARE FACILITY, INC.Organization5% OR GREATER DIRECT OWNERSHIP INTEREST10010/13/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
ANAND R MAHADEVANIndividualADP 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.1/31/2025
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.
FAITH ANN NUTZIndividualADP 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.9/1/2018
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.
NANCY A GAVINIndividualADP 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.10/13/2015
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.
PAUL SOCZYNSKIIndividualADP 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.1/20/2025
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.
RYAN KELLERIndividualADP 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.1/20/2025
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.
SARAH RICHARDIndividualADP 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.3/4/2024
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.
VOA LEE COUNTY HEALTH CARE FACILITY, 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.12/18/2017
Private equity company: No
Real estate investment trust: No
Holding company: No
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.IndividualADP 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.1/20/2025
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.
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.IndividualADP 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.1/20/2025
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.
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.IndividualADP 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.1/20/2025
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.
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.IndividualADP 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.1/20/2025
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.
BETH ANN MULLENIndividualCORPORATE DIRECTOR07/1/2023
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.
DERRICK N PERKINSIndividualCORPORATE DIRECTOR07/1/2019
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.
JEANNE LOUISE PETERSONIndividualCORPORATE DIRECTOR07/1/2017
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 ERICKSONIndividualCORPORATE DIRECTOR07/1/2022
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 HACKETTIndividualCORPORATE DIRECTOR07/1/2023
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.
KEITH R KNAPPIndividualCORPORATE DIRECTOR07/1/2016
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.
NANCY SUE RASEIndividualCORPORATE DIRECTOR07/1/2016
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.
PATRICK N SHERIDANIndividualCORPORATE DIRECTOR07/1/2023
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.
PATTI ARNOLDIndividualCORPORATE DIRECTOR07/1/2016
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.
SHAWN BLOOMIndividualCORPORATE DIRECTOR07/1/2017
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.
VORIS VIGEEIndividualCORPORATE DIRECTOR07/1/2022
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.
FAITH ANN NUTZIndividualCORPORATE OFFICER09/1/2018
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.
JOSEPH ANTHONY BUDZYNSKIIndividualCORPORATE OFFICER04/2/2012
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.
MICHAEL W KINGIndividualCORPORATE OFFICER07/1/2010
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.
NANCY A GAVINIndividualCORPORATE OFFICER011/11/2011
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.
ANAND R MAHADEVANIndividualOPERATIONAL/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.6/1/2020
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.
PAUL SOCZYNSKIIndividualOPERATIONAL/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.1/20/2025
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.
RYAN KELLERIndividualOPERATIONAL/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.1/20/2025
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.
SARAH RICHARDIndividualOPERATIONAL/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.3/4/2024
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.

Changes in ownership

Recent changes on this record

Inspections

Inspection cycleHealth inspectionFire safety inspectionHealth deficienciesFire safety deficiencies
12 October 20252 October 202501
216 November 202316 November 202341
317 February 202217 February 202241

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

Deficiencies cited

8 deficiencies on file, newest inspection first
Inspection dateInspection typeTagCategoryWhat was citedScope and severityComplaintCorrectedCorrection date
16 January 2025HealthF 0585Resident Rights DeficienciesHonor the resident's right to voice grievances without discrimination or reprisal and the facility must establish a grievance policy and make prompt efforts to resolve grievances.DYesDeficient, Provider has date of correction3 February 2025
16 November 2023HealthF 0684Quality of Life and Care DeficienciesProvide appropriate treatment and care according to orders, resident’s preferences and goals.DNoDeficient, Provider has date of correction21 December 2023
16 November 2023HealthF 0697Quality of Life and Care DeficienciesProvide safe, appropriate pain management for a resident who requires such services.DNoDeficient, Provider has date of correction21 December 2023
16 November 2023HealthF 0759Pharmacy Service DeficienciesEnsure medication error rates are not 5 percent or greater.DNoDeficient, Provider has date of correction21 December 2023
17 February 2022HealthF 0641Resident Assessment and Care Planning DeficienciesEnsure each resident receives an accurate assessment.DNoDeficient, Provider has date of correction15 April 2022
17 February 2022HealthF 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 correction15 April 2022
17 February 2022HealthF 0690Quality of Life and Care DeficienciesProvide appropriate care for residents who are continent or incontinent of bowel/bladder, appropriate catheter care, and appropriate care to prevent urinary tract infections.ENoDeficient, Provider has date of correction15 April 2022
17 February 2022HealthF 0802Nutrition and Dietary DeficienciesProvide sufficient support personnel to safely and effectively carry out the functions of the food and nutrition service.DNoDeficient, Provider has date of correction15 April 2022

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 NameVOA LEE COUNTY HEALTH CARE FACILITY, INC.
Date First Approved to Provide Medicare and Medicaid Services2020-04-09
Provider Resides in HospitalN
Continuing Care Retirement CommunityN
UrbanY
County/ParishLee
Telephone Number2395740078
Chain NameVOLUNTEERS OF AMERICA SENIOR LIVING
Chain ID554
Provider Changed Ownership in Last 12 MonthsN
With a Resident and Family CouncilResident
Automatic Sprinkler Systems in All Required AreasYes
Number of Certified Beds75
Average Number of Residents per Day70.2
Overall Rating5
Health Inspection Rating5
QM Rating4
Long-Stay QM Rating4
Short-Stay QM Rating5
Processing Date2026-08-01

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

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On 1 July 2026: KAREN ERICKSON no longer appears as CORPORATE DIRECTOR in the Medicare enrollment ownership file. That is one line of the alert.

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