Sun Harbor Healthcare
18480 Cochran Blvd, Port Charlotte, FL 33948 · Charlotte County · 120 certified beds · avg 118 residents/day · certified since Mar 12, 1998
Part of chain: EXCELSIOR CARE GROUP (33 facilities, chain avg rating 2.5★)
What health inspectors found (on-site government inspections — the most independent evidence available)
Health inspection rating: ★★★☆☆3/5 · CMS overall rating: 4/5
The health inspection star above is graded on a curve within each state — a set share of each state's facilities gets each star level — so a facility can have few citations and still rate 2–3 stars if others in its state did even better. The overall rating combines that inspection score with staffing and self-reported quality measures.
All citations in the current public record (11)
CMS publishes roughly the last three inspection cycles plus recent complaint investigations. Older surveys drop out of the record as new ones are completed.
| Date | Severity | What the facility was cited for |
|---|---|---|
| Sep 19, 2024 | E · Potential for harm, repeated | The facility did not provide the help residents need with basic daily activities — like bathing, dressing, eating, and using the bathroom — for residents who cannot do these things on their own. |
| Sep 19, 2024 | E · Potential for harm, repeated | The facility did not provide the care needed to maintain or improve residents' movement and flexibility — such as range-of-motion exercises — leading to avoidable decline. |
| Sep 19, 2024 | E · Potential for harm, repeated | The facility did not label drugs according to professional standards or did not store them in locked compartments, with controlled drugs (medications with a high risk of misuse) kept under a separate lock. |
| Sep 19, 2024 | D · Potential for harm, one-off | The facility did not allow a resident's chosen representative — often a family member or someone with power of attorney — to exercise the resident's rights on their behalf. When a resident can't speak for themselves, their representative steps into that role. |
| Sep 19, 2024 | D · Potential for harm, one-off | The facility did not let a resident help develop and carry out their own plan of care — the written roadmap of the services and support they'll receive, built around their personal goals and preferences. |
| Sep 19, 2024 | D · Potential for harm, one-off | The facility did not honor residents' right to voice complaints without discrimination or retaliation, or did not have a working complaint process that resolves issues promptly. |
| Sep 28, 2023 | D · Potential for harm, one-off | The facility did not properly complete the required screening (called PASARR) that identifies whether a person entering a nursing home has a mental illness or intellectual disability and needs specialized services. |
| Sep 28, 2023 | D · Potential for harm, one-off | The facility did not have a licensed pharmacist review each resident's complete medication regimen and medical chart every month, or did not follow its own rules for reporting medication problems. |
| Oct 28, 2021 | E · Potential for harm, repeated | The facility did not create and follow a basic care plan covering a new resident's most immediate needs within 48 hours of admission. The first days are when a new resident is most vulnerable. |
| Oct 28, 2021 | D · Potential for harm, one-off | The facility did not accurately assess a resident's health and needs. Assessments are the foundation for all the care a resident receives. |
| Oct 28, 2021 | D · Potential for harm, one-off | The facility did not protect residents' personal information or did not keep complete, accurate medical records that meet professional standards. |
Inspection trend by year
Citations from standard inspections increased between the last two inspection cycles (2 → 6).
| Year | Citations | Serious (G–L) | Worst severity that year |
|---|---|---|---|
| 2021 | 3 | 0 | E |
| 2023 | 2 | 0 | D |
| 2024 | 6 | 0 | E |
Counts reflect the current CMS public record (~3 inspection cycles plus complaint investigations); years with no surveys show no row. Inspection frequency varies, so compare severity as well as counts.
Fines and enforcement (last 3 years)
No fines or payment denials in the published 3-year window.
Nurse staffing (from payroll records, adjusted for how much care residents need)
| Measure | This facility | Florida avg | U.S. avg | Where it stands |
|---|---|---|---|---|
| Total nurse staffing (hours per resident per day) | 3.27 | 4.03 | 3.95 | bottom 3% in Florida; bottom 25% in the U.S. |
| Registered Nurse hours | 0.52 | 0.76 | 0.69 | bottom 25% in Florida; bottom 41% in the U.S. |
| Weekend total nurse staffing | 3.04 | 3.68 | 3.50 | bottom 4% in Florida; bottom 33% in the U.S. |
| Weekend RN hours (not acuity-adjusted) | 0.50 | 0.53 | 0.48 | top 43% in Florida; top 33% in the U.S. |
| Total nursing staff turnover (%) | 49.1 | 41.4 | 45.8 | bottom 29% in Florida; bottom 39% in the U.S. |
| RN turnover (%) | 50.0 | 46.0 | 42.9 | bottom 44% in Florida; bottom 39% in the U.S. |
Hours are per resident per day, case-mix adjusted by CMS so facilities caring for sicker residents can be compared fairly (same basis as the CMS staffing star). "Top X%" means better than most facilities: more staffing hours, or lower turnover. Raw (unadjusted) reported hours: total 3.40, RN 0.54, weekend 3.15. Staffing rating: 2/5.
Self-reported quality measures
Note: these ratings are based on data the facility reports about itself to CMS. They are not independently verified by inspectors, and can look better than inspection findings. Give more weight to the inspection results above.
Quality measures rating: 5/5 · long-stay residents: 5/5 · short-stay residents: 3/5
Who owns this facility
For profit - Individual
| Owner / manager | Type | Role | Stake | Since |
|---|---|---|---|---|
| Apwa Member LLC | Organization | 5% or Greater Indirect Ownership Interest | — | 01/01/2024 |
| BS Member LLC | Organization | 5% or Greater Indirect Ownership Interest | — | 01/01/2024 |
| Flnho Capital Group LLC | Organization | 5% or Greater Indirect Ownership Interest | — | 01/01/2024 |
| GG Flwa LLC | Organization | 5% or Greater Indirect Ownership Interest | — | 01/01/2024 |
| Ornstein, Marton | Individual | 5% or Greater Indirect Ownership Interest | 14% | 01/01/2024 |
| Port Charlotte Member LLC | Organization | 5% or Greater Direct Ownership Interest | 100% | 04/01/2022 |
| SH Indigo Citadel Investors LLC | Organization | 5% or Greater Indirect Ownership Interest | 29% | 01/01/2024 |
| ZBL FL Empire Opco LLC | Organization | 5% or Greater Indirect Ownership Interest | — | 01/02/2024 |
| Butler, David | Individual | Contracted Managing Employee | NOT APPLICABLE | 01/01/2024 |
| Lee, Woodie | Individual | W-2 Managing Employee | NOT APPLICABLE | 05/01/2022 |
| Leifer, Joel | Individual | Corporate Officer | NOT APPLICABLE | 01/01/2024 |
Questions to ask on your visit
Generated from this facility's actual citation record — bring them to a tour and ask the administrator directly.
- "How many aides are on each shift, and how do you make sure every resident gets timely help with bathing, dressing, and meals?"
- "What do you do daily to keep residents moving, and how do you help residents at risk of losing mobility?"
- "Can you show me how medications are stored and secured on the units, including controlled drugs?"
- "How do you involve a resident's representative in care decisions, and how quickly are they consulted?"
- "How are residents and families included in care plan meetings, and how often do those meetings happen?"
- "Walk me through what happens when a resident or family files a grievance — who responds and how fast?"
- "How do you screen new residents for mental health and disability-related needs, and how do you provide the specialized services they require?"
- "Does a pharmacist review every resident's medications and chart monthly, and how are their concerns acted on?"
- "What is your current ratio of nursing staff to residents on day, evening, and weekend shifts?"
- "Can I see the results and plan of correction from your most recent state inspection?"
Nearby facilities (within 20 miles)
| Facility | Distance | City | Overall | Inspection | Flags |
|---|---|---|---|---|---|
| Port Charlotte Rehabilitation Center | 1.4 mi | Port Charlotte, FL | ★☆☆☆☆ | 1/5 | |
| Village Place Healthcare and Rehabilitation Center | 2.8 mi | Port Charlotte, FL | ★★☆☆☆ | 1/5 | |
| Douglas Jacobson State Veterans Nursing Home | 3.1 mi | Port Charlotte, FL | ★★★☆☆ | 2/5 | |
| Charlotte Bay Rehab and Care Center | 4.5 mi | Port Charlotte, FL | ★☆☆☆☆ | 1/5 | |
| Harbour Health Center | 4.8 mi | Port Charlotte, FL | ★★★★★ | 4/5 | |
| Solaris Healthcare Charlotte Harbor | 5.0 mi | Port Charlotte, FL | ★★★★☆ | 3/5 | |
| North Port Rehabilitation and Nursing Center | 7.0 mi | North Port, FL | ★★☆☆☆ | 2/5 | |
| Life Care Center of Punta Gorda | 7.5 mi | Punta Gorda, FL | ★★★☆☆ | 2/5 | |
| Aviata at Englewood | 12.1 mi | Englewood, FL | ★★☆☆☆ | 2/5 | abuse |
| Sunset Lake Healthcare and Rehabilitation Center | 16.5 mi | Venice, FL | ★★☆☆☆ | 1/5 |
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Facility data as of CMS processing date 2026-08-01. CCN 105982.