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Skilled nursing facility · CMS certification number 106147

BLUE HERON HEALTH AND REHABILITATION

WESLEY CHAPEL, Florida · Medicare and Medicaid

Certified beds, as filed in Care Compare: 141

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, as submitted, processed by CMS on 20 June 2025.

Revenue and expenses, fiscal year 2024
FigureAs filedWhere it comes from
Total patient revenue$21,736,731CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,937,671CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$16,799,060CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$24,819,179CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$8,020,119CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$6,441,686CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$1,578,433CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$1,578,434 (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 components141CMS-2540-10 worksheet S300001 line 800 column 100
Bed days available, all components51,606CMS-2540-10 worksheet S300001 line 800 column 200
Medicare (Title XVIII) patient days13,052CMS-2540-10 worksheet S300001 line 800 column 400
Other-payer patient days24,130CMS-2540-10 worksheet S300001 line 800 column 600
Total patient days, all components37,182CMS-2540-10 worksheet S300001 line 800 column 700
Medicare discharges62CMS-2540-10 worksheet S300001 line 800 column 900
Other-payer discharges902CMS-2540-10 worksheet S300001 line 800 column 1100
Total discharges, all components964CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days210.52CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days38.57CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1429747, 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 10 October 2025.

Revenue and expenses, fiscal year 2023
FigureAs filedWhere it comes from
Total patient revenue$18,925,471CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,340,875CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$14,584,596CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$22,067,293CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$7,482,697CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$6,101,485CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$1,381,212CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$1,381,211 (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 components106CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components32,867CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components781CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days26.13CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days42.08CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1440535, 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 16 October 2024.

Revenue and expenses, fiscal year 2022
FigureAs filedWhere it comes from
Total patient revenue$22,684,109CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,423,920CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$18,260,189CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$25,731,713CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$7,471,524CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$4,441,738CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,029,786CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,029,786 (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 components106CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components25,099CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components729CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days25.7CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days34.43CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1397246, read from the public cost report file SNF10FY2022.zip.

Fiscal year 2021, ended 31 December 2021

Cost report for 12 July 2021 to 31 December 2021 — a reporting period of 172 days, not a full year, on form CMS-2540-10, settled, processed by CMS on 22 July 2022.

Revenue and expenses, fiscal year 2021
FigureAs filedWhere it comes from
Total patient revenue$3,548,764CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,054,692CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$2,494,072CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$6,608,889CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$4,114,817CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$1,088,943CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,025,874CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,025,877 (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 components106CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components7,758CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components153CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days25.87CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days50.71CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1326578, read from the public cost report file SNF10FY2021.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
SMITH, KIMBERLYCORPORATE DIRECTORIndividualNOT APPLICABLEsince 11/30/2020
OTT, DWIGHTCORPORATE OFFICERIndividualNOT APPLICABLEsince 06/28/2017
OTT, GARYCORPORATE OFFICERIndividualNOT APPLICABLEsince 06/28/2017
OTT, RYANCORPORATE OFFICERIndividualNOT APPLICABLEsince 06/28/2017
TENDER LOVING CARE MANAGEMENT INCOPERATIONAL/MANAGERIAL CONTROLOrganizationNOT APPLICABLEsince 06/28/2017
SMITH, KIMBERLYW-2 MANAGING EMPLOYEEIndividualNOT APPLICABLEsince 11/30/2020

Medicare enrollment

As filed in the CMS file dated 1 August 2026 (Medicare enrollment ownership), under the enrollment of BLUE HERON HEALTH AND REHABILITATION LLC (enrollment ID O20210224000148).

OwnerIndividual or organizationRoleOwnership percentageAssociation dateDescribed in the filing as
DWIGHT A OTTIndividual5% OR GREATER DIRECT OWNERSHIP INTEREST106/28/2017
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.
GARY L OTTIndividual5% OR GREATER DIRECT OWNERSHIP INTEREST526/28/2017
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.
OTT FAMILY TRUSTOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST156/28/2017
Private equity company: No
Real estate investment trust: No
Holding company: No
RYAN OTTIndividual5% OR GREATER DIRECT OWNERSHIP INTEREST136/28/2017
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.
KIMBERLY A SMITHIndividualCORPORATE DIRECTOR10011/30/2020
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.
DWIGHT A OTTIndividualCORPORATE OFFICER106/28/2017
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.
GARY L OTTIndividualCORPORATE OFFICER526/28/2017
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.
RYAN OTTIndividualCORPORATE OFFICER136/28/2017
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.
TENDER LOVING CARE MANAGEMENT INCOrganizationOPERATIONAL/MANAGERIAL CONTROL1006/28/2017
Private equity company: No
Real estate investment trust: No
Holding company: No
KIMBERLY A SMITHIndividualW-2 MANAGING EMPLOYEE10011/30/2020
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.

Changes in ownership

Recent changes on this record

Inspections

Inspection cycleHealth inspectionFire safety inspectionHealth deficienciesFire safety deficiencies
131 July 202531 July 202550
227 April 202327 April 2023132
312 July 202112 July 202100

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

Deficiencies cited

18 deficiencies on file, newest inspection first
Inspection dateInspection typeTagCategoryWhat was citedScope and severityComplaintCorrectedCorrection date
13 June 2026HealthF 0609Freedom from Abuse, Neglect, and Exploitation DeficienciesTimely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities.DYesDeficient, Provider has no plan of correction
13 June 2026HealthF 0610Freedom from Abuse, Neglect, and Exploitation DeficienciesRespond appropriately to all alleged violations.DYesDeficient, Provider has no plan of correction
31 July 2025HealthF 0644Resident Assessment and Care Planning DeficienciesCoordinate assessments with the pre-admission screening and resident review program; and referring for services as needed.ENoDeficient, Provider has date of correction31 August 2025
31 July 2025HealthF 0656Resident Assessment and Care Planning DeficienciesDevelop and implement a complete care plan that meets all the resident's needs, with timetables and actions that can be measured.DNoDeficient, Provider has date of correction31 August 2025
31 July 2025HealthF 0692Quality of Life and Care DeficienciesProvide enough food/fluids to maintain a resident's health.DNoDeficient, Provider has date of correction31 August 2025
27 April 2023HealthF 0558Resident Rights DeficienciesReasonably accommodate the needs and preferences of each resident.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0561Resident Rights DeficienciesHonor the resident's right to and the facility must promote and facilitate resident self-determination through support of resident choice.ENoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0625Resident Rights DeficienciesNotify the resident or the resident’s representative in writing how long the nursing home will hold the resident’s bed in cases of transfer to a hospital or therapeutic leave.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0644Resident Assessment and Care Planning DeficienciesCoordinate assessments with the pre-admission screening and resident review program; and referring for services as needed.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0657Resident Assessment and Care Planning DeficienciesDevelop the complete care plan within 7 days of the comprehensive assessment; and prepared, reviewed, and revised by a team of health professionals.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0688Quality of Life and Care DeficienciesProvide appropriate care for a resident to maintain and/or improve range of motion (ROM), limited ROM and/or mobility, unless a decline is for a medical reason.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0758Pharmacy Service DeficienciesImplement gradual dose reductions(GDR) and non-pharmacological interventions, unless contraindicated, prior to initiating or instead of continuing psychotropic medication; and PRN orders for psychotropic medications are only used when the medication is necessary and PRN use is limited.ENoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0759Pharmacy Service DeficienciesEnsure medication error rates are not 5 percent or greater.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0801Nutrition and Dietary DeficienciesEmploy sufficient staff with the appropriate competencies and skills sets to carry out the functions of the food and nutrition service, including a qualified dietician.DNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 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 correction26 May 2023
27 April 2023HealthF 0814Nutrition and Dietary DeficienciesDispose of garbage and refuse properly.FNoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0847Administration DeficienciesInform resident or representatives choice to enter into binding arbitration agreement and right to refuse.ENoDeficient, Provider has date of correction26 May 2023
27 April 2023HealthF 0848Administration DeficienciesProvide a neutral and fair arbitration process and agree to arbitrator and venue.ENoDeficient, Provider has date of correction26 May 2023

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 TypeFor profit - Limited Liability company
Legal Business NameBLUE HERON HEALTH AND REHABILITATION LLC
Date First Approved to Provide Medicare and Medicaid Services2021-07-12
Provider Resides in HospitalN
Continuing Care Retirement CommunityN
UrbanY
County/ParishPasco
Telephone Number7656645400
Chain NameTLC MANAGEMENT
Chain ID520
Provider Changed Ownership in Last 12 MonthsN
With a Resident and Family CouncilResident
Automatic Sprinkler Systems in All Required AreasYes
Number of Certified Beds141
Average Number of Residents per Day133.3
Overall Rating4
Health Inspection Rating3
QM Rating5
Long-Stay QM Rating5
Short-Stay QM Rating4
Processing Date2026-08-01

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

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One email a day naming what moved on BLUE HERON HEALTH AND REHABILITATION: 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: RYAN OTT no longer appears as CORPORATE OFFICER in the Medicare enrollment ownership file. That is one line of the alert.

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The citable document for BLUE HERON HEALTH AND REHABILITATION

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 106147.