Velarion Records

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Facility record report · CMS certification number 445488

SOMERFIELD AT THE HERITAGE

BRENTWOOD, Tennessee · Medicare

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 29 August 2025.

Revenue and expenses, fiscal year 2024
FigureAs filedWhere it comes from
Total patient revenue$9,521,356CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,851,267CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$7,670,089CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$34,803,306CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$27,133,217CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$26,976,811CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$156,406CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$156,406 (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 components77CMS-2540-10 worksheet S300001 line 800 column 100
Bed days available, all components28,182CMS-2540-10 worksheet S300001 line 800 column 200
Medicare (Title XVIII) patient days866CMS-2540-10 worksheet S300001 line 800 column 400
Other-payer patient days25,018CMS-2540-10 worksheet S300001 line 800 column 600
Total patient days, all components25,884CMS-2540-10 worksheet S300001 line 800 column 700
Medicare discharges31CMS-2540-10 worksheet S300001 line 800 column 900
Other-payer discharges141CMS-2540-10 worksheet S300001 line 800 column 1100
Total discharges, all components172CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days27.94CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days150.49CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1438023, read from the public cost report file SNF10FY2024.zip.

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 8 August 2024.

Revenue and expenses, fiscal year 2023
FigureAs filedWhere it comes from
Total patient revenue$8,927,475CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,527,149CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$7,400,326CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$32,700,572CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$25,300,246CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$24,692,705CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$607,541CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$607,541 (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 components77CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components24,793CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components152CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days34.97CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days163.11CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1391619, read from the public cost report file SNF10FY2023.zip.

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 24 August 2023.

Revenue and expenses, fiscal year 2022
FigureAs filedWhere it comes from
Total patient revenue$30,758,138CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,793,308CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$25,964,830CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$30,884,046CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$4,919,216CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$2,729,707CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,189,509CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,189,509 (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 components77CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components23,560CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components242CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days30CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days97.36CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1363147, read from the public cost report file SNF10FY2022.zip.

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 27 July 2022.

Revenue and expenses, fiscal year 2021
FigureAs filedWhere it comes from
Total patient revenue$26,280,369CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,007,307CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$22,273,062CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$27,571,253CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$5,298,191CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$2,422,489CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,875,702CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,875,702 (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 components20,396CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components208CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days18.03CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days98.06CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1328099, read from the public cost report file SNF10FY2021.zip.

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 4 June 2021.

Revenue and expenses, fiscal year 2020
FigureAs filedWhere it comes from
Total patient revenue$26,165,328CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$5,699,490CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$20,465,838CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$26,312,828CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$5,846,990CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$6,949,827CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income$1,102,837CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: $1,102,837 (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 components389CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components52,828CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components206CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days22.91CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days256.45CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1285502, read from the public cost report file SNF10FY2020.zip.

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 17 July 2020.

Revenue and expenses, fiscal year 2019
FigureAs filedWhere it comes from
Total patient revenue$8,834,185CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$4,348,874CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$4,485,311CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$25,441,720CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$20,956,409CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$18,105,978CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$2,850,431CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$2,850,431 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components21,171CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components244CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days15.95CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days86.77CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1260359, read from the public cost report file SNF10FY2019.zip.

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 22 July 2019.

Revenue and expenses, fiscal year 2018
FigureAs filedWhere it comes from
Total patient revenue$8,659,425CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$3,283,805CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$5,375,620CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$22,857,120CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$17,481,500CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$13,781,080CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,700,420CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,700,420 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components21,320CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components274CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days14.45CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days77.81CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1237853, read from the public cost report file SNF10FY2018.zip.

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 6 June 2018.

Revenue and expenses, fiscal year 2017
FigureAs filedWhere it comes from
Total patient revenue$8,341,270CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,774,050CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$5,567,220CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$22,778,891CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$17,211,671CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$13,542,717CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,668,954CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,668,954 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components21,066CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components320CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days18.41CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days65.83CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1191824, read from the public cost report file SNF10FY2017.zip.

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 26 August 2017.

Revenue and expenses, fiscal year 2016
FigureAs filedWhere it comes from
Total patient revenue$8,112,559CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$2,509,819CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$5,602,740CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$22,365,961CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$16,763,221CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$12,719,352CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$4,043,869CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$4,043,869 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components20,497CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components389CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days20.37CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days52.69CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1175159, read from the public cost report file SNF10FY2016.zip.

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 5 August 2016.

Revenue and expenses, fiscal year 2015
FigureAs filedWhere it comes from
Total patient revenue$6,917,551CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,728,411CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$5,189,140CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$20,585,739CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$15,396,599CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$11,834,075CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$3,562,524CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$3,562,524 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components19,022CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components346CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days22.79CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days54.98CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1139857, read from the public cost report file SNF10FY2015.zip.

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 10 August 2015.

Revenue and expenses, fiscal year 2014
FigureAs filedWhere it comes from
Total patient revenue$6,084,187CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,946,866CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$4,137,321CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$20,878,338CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$16,741,017CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$10,953,538CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$5,787,479CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$5,787,479 (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 components66CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components15,806CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components250CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days25.64CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days63.22CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1107180, read from the public cost report file SNF10FY2014.zip.

Cost report for 1 January 2013 to 31 December 2013 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 4 December 2015.

Revenue and expenses, fiscal year 2013
FigureAs filedWhere it comes from
Total patient revenue$4,367,932CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,586,610CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$2,781,322CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$18,060,331CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$15,279,009CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$11,007,168CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$4,271,841CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$4,271,841 (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 2013
FigureAs filedWhere it comes from
Total facility beds, all components6CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components12,296CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components146CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days24.6CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days84.22CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1113893, read from the public cost report file SNF10FY2013.zip.

Cost report for 1 January 2012 to 31 December 2012 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on 3 August 2013.

Revenue and expenses, fiscal year 2012
FigureAs filedWhere it comes from
Total patient revenue$4,048,198CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,264,971CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$2,783,227CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$18,397,554CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$15,614,327CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$10,972,835CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$4,641,492CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$4,641,492 (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 2012
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components11,275CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components82CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days42.42CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days137.5CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1045453, read from the public cost report file SNF10FY2012.zip.

Cost report for 1 January 2011 to 31 December 2011 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on 26 March 2013.

Revenue and expenses, fiscal year 2011
FigureAs filedWhere it comes from
Total patient revenue$3,857,021CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,122,729CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$2,734,292CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$18,476,808CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$15,742,516CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$9,778,392CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$5,964,124CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$5,964,124 (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 2011
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components11,403CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components79CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days42.52CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, all patients, in days144.34CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1026505, read from the public cost report file SNF10FY2011.zip.

Cost report for 1 January 2010 to 31 December 2010 — a reporting period of 364 days, on form CMS-2540-96, settled, processed by CMS on 5 August 2011.

Revenue and expenses, fiscal year 2010
FigureAs filedWhere it comes from
Net patient revenue$2,809,649CMS-2540-96 worksheet G300000 line 300 column 100
Total operating expenses$18,500,307CMS-2540-96 worksheet G200002 line 1500 column 200
Net income from service to patients−$15,690,658CMS-2540-96 worksheet G300000 line 500 column 100
Total other income$9,218,951CMS-2540-96 worksheet G300000 line 2600 column 100

Net income, stated at moderate confidence: −$6,471,707 (CMS-2540-96 worksheet G300000 line 3200 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 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.

Beds, days and discharges, fiscal year 2010
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-96 worksheet S300001 line 900 column 100
Total patient days, all components11,783CMS-2540-96 worksheet S300001 line 900 column 700
Total discharges, all components98CMS-2540-96 worksheet S300001 line 900 column 1200
Average length of stay, Medicare, in days34.48CMS-2540-96 worksheet S300001 line 900 column 1400
Average length of stay, all patients, in days120.23CMS-2540-96 worksheet S300001 line 900 column 1600

CMS report record 414653, read from the public cost report file SNFFY2010.zip.

Cost report for 1 January 2009 to 31 December 2009 — a reporting period of 364 days, on form CMS-2540-96, settled, processed by CMS on 27 July 2010.

Revenue and expenses, fiscal year 2009
FigureAs filedWhere it comes from
Net patient revenue$2,656,582CMS-2540-96 worksheet G300000 line 300 column 100
Total operating expenses$17,825,363CMS-2540-96 worksheet G200002 line 1500 column 200
Net income from service to patients−$15,168,781CMS-2540-96 worksheet G300000 line 500 column 100
Total other income$10,801,955CMS-2540-96 worksheet G300000 line 2600 column 100

Net income, stated at moderate confidence: −$4,366,826 (CMS-2540-96 worksheet G300000 line 3200 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 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.

Beds, days and discharges, fiscal year 2009
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-96 worksheet S300001 line 900 column 100
Total patient days, all components11,885CMS-2540-96 worksheet S300001 line 900 column 700
Total discharges, all components124CMS-2540-96 worksheet S300001 line 900 column 1200
Average length of stay, Medicare, in days27.42CMS-2540-96 worksheet S300001 line 900 column 1400
Average length of stay, all patients, in days95.85CMS-2540-96 worksheet S300001 line 900 column 1600

CMS report record 384063, read from the public cost report file SNFFY2009.zip.

Cost report for 1 January 2008 to 31 December 2008 — a reporting period of 365 days, on form CMS-2540-96, settled, processed by CMS on 14 January 2010.

Revenue and expenses, fiscal year 2008
FigureAs filedWhere it comes from
Net patient revenue$2,459,467CMS-2540-96 worksheet G300000 line 300 column 100
Total operating expenses$18,678,069CMS-2540-96 worksheet G200002 line 1500 column 200
Net income from service to patients−$16,218,602CMS-2540-96 worksheet G300000 line 500 column 100
Total other income$11,456,788CMS-2540-96 worksheet G300000 line 2600 column 100

Net income, stated at moderate confidence: −$4,761,814 (CMS-2540-96 worksheet G300000 line 3200 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 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.

Beds, days and discharges, fiscal year 2008
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-96 worksheet S300001 line 900 column 100
Total patient days, all components11,465CMS-2540-96 worksheet S300001 line 900 column 700
Total discharges, all components112CMS-2540-96 worksheet S300001 line 900 column 1200
Average length of stay, Medicare, in days13.4CMS-2540-96 worksheet S300001 line 900 column 1400
Average length of stay, all patients, in days102.37CMS-2540-96 worksheet S300001 line 900 column 1600

CMS report record 362463, read from the public cost report file SNFFY2008.zip.

Cost report for 26 June 2007 to 31 December 2007 — a reporting period of 188 days, not a full year, on form CMS-2540-96, settled, processed by CMS on 15 October 2008.

Revenue and expenses, fiscal year 2007
FigureAs filedWhere it comes from
Net patient revenue$647,116CMS-2540-96 worksheet G300000 line 300 column 100
Total operating expenses$5,380,909CMS-2540-96 worksheet G200002 line 1500 column 200
Net income from service to patients−$4,733,793CMS-2540-96 worksheet G300000 line 500 column 100
Total other income$3,241,946CMS-2540-96 worksheet G300000 line 2600 column 100

Net income, stated at moderate confidence: −$1,491,847 (CMS-2540-96 worksheet G300000 line 3200 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 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.

Beds, days and discharges, fiscal year 2007
FigureAs filedWhere it comes from
Total facility beds, all components36CMS-2540-96 worksheet S300001 line 900 column 100
Total patient days, all components3,748CMS-2540-96 worksheet S300001 line 900 column 700
Total discharges, all components25CMS-2540-96 worksheet S300001 line 900 column 1200
Average length of stay, Medicare, in days27.1CMS-2540-96 worksheet S300001 line 900 column 1400
Average length of stay, all patients, in days149.92CMS-2540-96 worksheet S300001 line 900 column 1600

CMS report record 326812, read from the public cost report file SNFFY2007.zip.

Five facilities of a similar size in Tennessee, fiscal year 2024

Chosen for having certified bed counts closest to this facility’s, listed by name. Every one filed for the same fiscal year; the day each year ends differs and is shown. Each figure is that facility’s own filing.

FacilityTotal facility bedsTotal patient daysNet patient revenueTotal operating expensesNet income from service to patientsPeriod ended
APPLINGWOOD HEALTHCARE CENTER7825,834$8,724,198$11,066,792−$2,342,59431 December 2024
BRIGHT GLADE HEALTH AND REHABILITATI7723,933$7,274,133$10,702,645−$3,428,51231 December 2024
NHC HEALTHCARE SOMERVILLE7827,899$8,800,861$9,287,290−$486,42931 December 2024
OCOEE TRANSITIONAL CARE CENTER LLC7610,337$4,990,398$6,127,671−$1,137,27331 December 2024
THE HERITAGE AT BRENTWOOD7725,884$7,670,089$34,803,306−$27,133,21731 December 2024
WILLOW RIDGE CENTER7725,209$7,683,874$7,620,595$63,27931 December 2024

Where each column comes from, on every filing in this table: Total facility beds: CMS-2540-10 worksheet S300001 line 800 column 100 · Total patient days: CMS-2540-10 worksheet S300001 line 800 column 700 · Net patient revenue: CMS-2540-10 worksheet G300000 line 300 column 100 · Total operating expenses: CMS-2540-10 worksheet G300000 line 400 column 100 · Net income from service to patients: CMS-2540-10 worksheet G300000 line 500 column 100.

Ownership, as filed with CMS

Care Compare

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

Owner or managerRoleTypeOwnership percentageAssociation
HARPETH GREEN PROPERTIES, LLC5% OR GREATER DIRECT OWNERSHIP INTERESTOrganization15%since 08/08/2007
HERITAGE INVESTMENT PARTNERS LLC5% OR GREATER DIRECT OWNERSHIP INTERESTOrganization70%since 01/07/2016
LCS TN LLC5% OR GREATER DIRECT OWNERSHIP INTERESTOrganization15%since 08/08/2007
COOPER, JOHN5% OR GREATER INDIRECT OWNERSHIP INTERESTIndividual37%since 08/08/2007
HARPETH GREEN PROPERTIES, LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganization5%since 08/08/2007
LOWE, WHITSON5% OR GREATER INDIRECT OWNERSHIP INTERESTIndividual14%since 01/07/2016
PINNACLE BANK5% OR GREATER MORTGAGE INTERESTOrganizationNOT APPLICABLEsince 01/07/2016
PINNACLE BANK5% OR GREATER SECURITY INTERESTOrganizationNOT APPLICABLEsince 01/07/2016
COOPER, JOHNADP OF THE SNFIndividualNOT APPLICABLEsince 08/08/2007
HARPETH GREEN PROPERTIES, LLCADP OF THE SNFOrganizationNOT APPLICABLEsince 01/01/2016
JORDAN, DAHLENADP OF THE SNFIndividualNOT APPLICABLEsince 04/21/2025
LCS TN LLCADP OF THE SNFOrganizationNOT APPLICABLEsince 08/08/2007
SHERMAN, DEVINADP OF THE SNFIndividualNOT APPLICABLEsince 04/21/2025
BIRD, JOHNCORPORATE OFFICERIndividualNOT APPLICABLEsince 02/15/2024
COOPER, JOHNCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/01/2025
LAHEY, DANIELCORPORATE OFFICERIndividualNOT APPLICABLEsince 02/15/2024
SHAW, GELYNNACORPORATE OFFICERIndividualNOT APPLICABLEsince 02/15/2024
UHLEMANN, BRIDGETTECORPORATE OFFICERIndividualNOT APPLICABLEsince 02/15/2024
VICTOR, JASONCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/01/2018
JORDAN, DAHLENOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 08/05/2010
SHERMAN, DEVINOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 02/15/2024
TAGATZ, JONOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 08/08/2007

Medicare enrollment

As filed in the CMS file dated 1 August 2026 (Medicare enrollment ownership), under the enrollment of HERITAGE RETIREMENT FACILITIES LLC (enrollment ID O20071205000584).

OwnerIndividual or organizationRoleOwnership percentageAssociation dateDescribed in the filing as
HARPETH GREEN PROPERTIES, LLCOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST158/8/2007
Private equity company: No
Real estate investment trust: No
Holding company: No
HERITAGE INVESTMENT PARTNERS LLCOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST701/7/2016
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS TN LLCOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST158/8/2007
Private equity company: No
Real estate investment trust: No
Holding company: No
HARPETH GREEN PROPERTIES, LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST4.518/8/2007
Private equity company: No
Real estate investment trust: No
Holding company: No
JOHN P COOPERIndividual5% OR GREATER INDIRECT OWNERSHIP INTEREST36.818/8/2007
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.
LCS CC HOLDINGS INCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST6.845/1/2026
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS HOLDING COMPANY LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST1512/27/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS LIVING HOLDINGS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST154/1/2026
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS LIVING INTERMEDIATE I LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST155/1/2026
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS LIVING INTERMEDIATE II LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST155/1/2026
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS LIVING LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST155/1/2026
Private equity company: No
Real estate investment trust: No
Holding company: No
LCS MANAGEMENT HOLDING COMPANY LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST0.7912/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
LIFE CARE COMPANIES LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST157/1/2010
Private equity company: No
Real estate investment trust: No
Holding company: No
LIFE CARE SERVICES COMMUNITIES LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST158/8/2007
Private equity company: No
Real estate investment trust: No
Holding company: No
MCCARTHY GROUP LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST1.6311/20/2024
Private equity company: No
Real estate investment trust: No
Holding company: No
MPM SENIOR LIVING INVESTORS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST2.3512/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
OAK INVESTMENT TRUSTOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST2.8812/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
OAK INVESTMENT TRUST IIOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST7.7312/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
RCI LEGACY HOLDINGS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST5.0212/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
REDWOOD HOLDINGS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST4.9812/28/2021
Private equity company: No
Real estate investment trust: No
Holding company: No
WHITSON LOWEIndividual5% OR GREATER INDIRECT OWNERSHIP INTEREST14.411/7/2016
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.
PINNACLE BANKOrganization5% OR GREATER MORTGAGE INTEREST291/7/2016
Private equity company: No
Real estate investment trust: No
Holding company: No
PINNACLE BANKOrganization5% OR GREATER SECURITY INTEREST291/7/2016
Private equity company: No
Real estate investment trust: No
Holding company: No
DAHLEN JORDANIndividualADP 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.4/21/2025
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.
DEVIN P SHERMANIndividualADP 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.4/21/2025
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.
HARPETH GREEN PROPERTIES, 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.1/1/2016
Private equity company: No
Real estate investment trust: No
Holding company: No
JOHN P COOPERIndividualADP 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.8/8/2007
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.
LCS TN 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.8/8/2007
Private equity company: No
Real estate investment trust: No
Holding company: No
BRIDGETTE C UHLEMANNIndividualCORPORATE OFFICER02/15/2024
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.
DANIEL L LAHEYIndividualCORPORATE OFFICER02/15/2024
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.
GELYNNA SHAWIndividualCORPORATE OFFICER02/15/2024
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.
JASON C VICTORIndividualCORPORATE OFFICER01/1/2018
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.
JOHN CHRISTOPHER BIRDIndividualCORPORATE OFFICER02/15/2024
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.
JOHN P COOPERIndividualCORPORATE OFFICER01/1/2025
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.
DAHLEN JORDANIndividualOPERATIONAL/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.8/5/2010
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.
DEVIN P SHERMANIndividualOPERATIONAL/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.2/15/2024
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.
JON PAUL TAGATZIndividualOPERATIONAL/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.8/8/2007
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

Inspections

Inspection cycleHealth inspectionFire safety inspectionHealth deficienciesFire safety deficiencies
120 April 202220 April 202221
218 December 201918 December 201902
329 January 201929 January 201943

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

Deficiencies cited

6 deficiencies on file, newest inspection first
Inspection dateInspection typeTagCategoryWhat was citedScope and severityComplaintCorrectedCorrection date
20 April 2022HealthF 0578Resident Rights DeficienciesHonor the resident's right to request, refuse, and/or discontinue treatment, to participate in or refuse to participate in experimental research, and to formulate an advance directive.DNoDeficient, Provider has date of correction25 April 2022
20 April 2022HealthF 0686Quality of Life and Care DeficienciesProvide appropriate pressure ulcer care and prevent new ulcers from developing.DNoDeficient, Provider has date of correction3 May 2022
29 January 2019HealthF 0583Resident Rights DeficienciesKeep residents' personal and medical records private and confidential.DNoDeficient, Provider has date of correction18 February 2019
29 January 2019HealthF 0755Pharmacy Service DeficienciesProvide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist.DNoDeficient, Provider has date of correction18 February 2019
29 January 2019HealthF 0760Pharmacy Service DeficienciesEnsure that residents are free from significant medication errors.DNoDeficient, Provider has date of correction18 February 2019
29 January 2019HealthF 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 correction18 February 2019

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
Ownership TypeFor profit - Limited Liability company
Legal Business NameHERITAGE RETIREMENT FACILITIES LLC
Date First Approved to Provide Medicare and Medicaid Services2007-06-26
Provider Resides in HospitalN
Continuing Care Retirement CommunityY
UrbanY
County/ParishWilliamson
Telephone Number6155644900
Chain NameLIFE CARE SERVICES
Chain ID312
Provider Changed Ownership in Last 12 MonthsN
With a Resident and Family CouncilBoth
Automatic Sprinkler Systems in All Required AreasYes
Number of Certified Beds66
Average Number of Residents per Day59.5
Overall Rating5
Health Inspection Rating5
QM Rating4
Long-Stay QM Rating5
Short-Stay QM Rating2
Processing Date2026-08-01

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

Every change on this record

How to read this report

Every figure is printed as the CMS file it came from printed it. Each cost-report figure carries the worksheet, line and column of form CMS-2540 it was read from, so a reader holding the same public file can go to that cell; each Care Compare and Medicare enrollment section names its file and the date CMS stamped on it.

A figure the filing does not carry is left out, and so is a figure whose value the filing’s own arithmetic contradicts. Net income is printed with what the form’s own arithmetic shows about it — plainly where it follows from the lines above it, and, where it does not, beside what the form’s own lines leave unaccounted for. An ownership field left empty carries the dated sentence on CMS’s pause of the expanded Form CMS-855A disclosure. A source that holds nothing for this facility says so in its section.

This report carries no percentile and no score, and it does not place this facility above or below another. The five facilities above are the one comparison it draws: the nearest certified bed counts in the same state at the same fiscal year, listed by name. Nurse staffing is printed in its own section, on its own page, apart from the cost-report figures.

How to cite this report

Velarion Records, SOMERFIELD AT THE HERITAGE — facility record report, CMS certification number 445488. https://velarionrecords.com/facility/445488/report.

Published by VELARIONAI LLC · Andrew Richardson, founder. Corrections: hello@velarionrecords.com, quoting certification number 445488. Velarion Records publishes these records as filed.

Nurse staffing, quarter by quarter

Hours this facility reported to CMS’s Payroll-Based Journal, one row per quarter, oldest first, each with how its figures are derived and the file it came from.

Nurse staffing hours by quarter
QuarterQuarter endedDays reportedResident daysRegistered nurse hoursLicensed practical nurse hoursNurse aide hoursTotal nurse hours
2017Q131 March 2017906,1106,817.074,377.1312,088.0423,282.24
2017Q230 June 2017915,4957,997.073,841.8113,098.524,937.38
2017Q330 September 2017925,4008,063.953,748.613,968.7825,781.33
2017Q431 December 2017925,2379,249.72,647.9813,596.725,494.38
2018Q131 March 2018905,8299,858.62,235.8112,989.1725,083.58
2018Q230 June 2018916,32410,128.542,298.9913,631.8626,059.39
2018Q330 September 2018926,2299,150.132,086.813,167.4824,404.41
2018Q431 December 2018926,0978,826.072,410.5312,121.3123,357.91
2019Q131 March 2019906,1559,500.491,869.8111,48122,851.3
2019Q230 June 2019916,3708,390.933,098.8711,900.5723,390.37
2019Q330 September 2019926,5829,254.243,696.2813,226.6626,177.18
2019Q431 December 2019925,7269,133.763,924.8415,007.9828,066.58
2020Q131 March 2020915,3679,506.033,196.2113,338.1926,040.43
2020Q230 June 2020915,2529,284.132,643.0710,336.6722,263.87
2020Q330 September 2020925,1228,119.993,828.8112,005.7123,954.51
2020Q431 December 2020924,77010,835.873,267.0911,832.4425,935.4
2021Q131 March 2021904,2707,563.93,286.2610,594.9321,445.09
2021Q230 June 2021914,6127,675.343,620.079,249.0620,544.47
2021Q330 September 2021924,5086,884.264,453.919,767.2721,105.44
2021Q431 December 2021924,2666,565.543,411.610,405.9720,383.11
2022Q131 March 2022904,5986,314.223,358.8313,546.1623,219.21
2022Q230 June 2022915,0456,991.254,554.8914,023.4325,569.57
2022Q330 September 2022925,3726,557.354,420.8811,843.6822,821.91
2022Q431 December 2022925,2735,821.444,198.7111,701.0821,721.23
2023Q131 March 2023905,2365,643.154,362.411,346.1221,351.67
2023Q230 June 2023915,2906,541.124,471.9711,355.3622,368.45
2023Q330 September 2023925,4315,587.795,408.6212,337.3923,333.8
2023Q431 December 2023925,3155,725.645,402.312,645.6523,773.59
2024Q131 March 2024915,2474,786.015,201.3512,868.0322,855.39
2024Q230 June 2024915,2145,059.195,327.0712,983.8723,370.13
2024Q330 September 2024925,3144,736.946,399.9213,510.1824,647.04
2024Q431 December 2024925,5724,990.515,962.2213,433.7724,386.5
2025Q131 March 2025905,6305,709.264,172.4113,188.523,070.17
2025Q230 June 2025915,7187,071.282,803.0814,728.7624,603.12
2025Q330 September 2025925,6736,409.163,888.413,866.4324,163.99
2025Q431 December 2025925,4496,382.143,875.6913,986.8624,244.69
2026Q131 March 2026905,3556,354.543,798.5812,500.5522,653.67
Nurse staffing hours per resident day by quarter
QuarterRegistered nurse hours per resident dayLicensed practical nurse hours per resident dayNurse aide hours per resident dayTotal nurse hours per resident day
2017Q11.1157230.7163881.9784033.810514
2017Q21.4553360.6991462.3837124.538195
2017Q31.4933240.6941852.5868114.77432
2017Q41.7662210.5056292.5962764.868127
2018Q11.6913020.3835672.228374.303239
2018Q21.6016030.3635342.1555764.120713
2018Q31.4689560.3350142.11393.91787
2018Q41.4476090.3953631.9880783.83105
2019Q11.543540.3037871.8653133.71264
2019Q21.3172570.4864791.8682213.671958
2019Q31.4059920.5615742.009523.977086
2019Q41.5951380.6854422.6210234.901603
2020Q11.77120.595532.4852234.851953
2020Q21.7677320.503251.968144.239122
2020Q31.5853160.7475222.343954.676788
2020Q42.2716710.6849252.4805955.437191
2021Q11.7714050.7696162.4812485.022269
2021Q21.6642110.7849242.0054344.454569
2021Q31.5271210.9880012.1666534.681775
2021Q41.5390390.7997192.439284.778038
2022Q11.3732540.7304982.9460985.04985
2022Q21.3857780.9028522.7796695.068299
2022Q31.2206530.8229492.2047064.248308
2022Q41.1040090.7962662.2190564.119331
2023Q11.077760.8331552.1669444.077859
2023Q21.2365070.8453632.1465714.22844
2023Q31.0288690.9958792.2716614.29641
2023Q41.0772611.0164252.3792384.472924
2024Q10.9121420.99132.4524554.355897
2024Q20.9703091.0216862.4901944.482188
2024Q30.8914081.2043512.5423754.638133
2024Q40.8956411.0700322.4109424.376615
2025Q11.0140780.7411032.342544.097721
2025Q21.236670.490222.5758594.302749
2025Q31.1297660.6854222.4442854.259473
2025Q41.171250.7112662.5668674.449383
2026Q11.1866550.7093522.334374.230377

How each quarter is derived, and its file

  • 2017Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-03-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. This file names the totals hrs_rn_donadmin, hrs_lpn_admin, hrs_na_trn; they are read as hrs_rndon, hrs_lpnadmin, hrs_natrn. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-03-31.csv
  • 2017Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. This file names the totals hrs_lpn_admin; they are read as hrs_lpnadmin. CMS's file labels its last six hours columns hrs_medaide, hrs_medaide_emp, hrs_rn_donadmin, hrs_na_trn, hrs_natrn_emp, hrs_natrn_ctr; they are read by position as Hrs_MedAide_emp, Hrs_MedAide_ctr, Hrs_NAtrn, Hrs_NAtrn_emp, Hrs_NAtrn_ctr, Hrs_MedAide, the order in which each total equals its employee and contract parts on every row. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-06-30.csv
  • 2017Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. This file names the totals hrs_lpn_admin, hrs_na_trn; they are read as hrs_lpnadmin, hrs_natrn. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-09-30.csv
  • 2017Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. This file names the totals hrs_lpn_admin, hrs_na_trn; they are read as hrs_lpnadmin, hrs_natrn. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2017-12-31.csv
  • 2018Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-03-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-03-31.csv
  • 2018Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-06-30.csv
  • 2018Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-09-30.csv
  • 2018Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-12-13.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2018-12-13.csv
  • 2019Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-03-13.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-03-13.csv
  • 2019Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-06-30.csv
  • 2019Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-09-30.csv
  • 2019Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2019-12-31.csv
  • 2020Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-03-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-03-31.csv
  • 2020Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-06-30.csv
  • 2020Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-09-30.csv
  • 2020Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2020-12-31.csv
  • 2021Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-03-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-03-31.csv
  • 2021Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-06-30.csv
  • 2021Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-09-30.csv
  • 2021Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. The file's `incomplete` column flags 0 of this facility's days as 1; those days are included as filed. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2021-12-31.csv
  • 2022Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-01-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-01-01.csv
  • 2022Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-06-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-06-30.csv
  • 2022Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-09-30.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-09-30.csv
  • 2022Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2022-12-31.csv
  • 2023Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-01-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-01-01.csv
  • 2023Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-06-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-06-01.csv
  • 2023Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-09-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-09-01.csv
  • 2023Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-12-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2023-12-01.csv
  • 2024Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-01-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-01-01.csv
  • 2024Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-04-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-04-01.csv
  • 2024Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-09-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-09-01.csv
  • 2024Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-12-31.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2024-12-31.csv
  • 2025Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-01-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-01-01.csv
  • 2025Q2: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-04-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-04-01.csv
  • 2025Q3: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-07-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-07-01.csv
  • 2025Q4: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-10-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2025-10-01.csv
  • 2026Q1: From CMS file Payroll_Based_Journal_Daily_Nurse_Staffing_:_2026-01-01.csv: days_reported = distinct WorkDate rows for this PROVNUM and CY_Qtr; resident_days = sum of MDScensus over those days; hours = each Hrs_* column summed over those days; rn_hours = Hrs_RNDON + Hrs_RNadmin + Hrs_RN; lpn_hours = Hrs_LPNadmin + Hrs_LPN; aide_hours = Hrs_CNA + Hrs_NAtrn + Hrs_MedAide; total_nurse_hours = rn_hours + lpn_hours + aide_hours; each *_hprd = its hours / resident_days, rounded to 6 decimal places, null when resident_days is 0. Payroll_Based_Journal_Daily_Nurse_Staffing_:_2026-01-01.csv

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