For-profit

Sun Harbor Healthcare

18480 Cochran Blvd, Port Charlotte, FL 33948

(941) 743-4700 · Excelsior Care Group

4CMS overall rating · out of 5

At a glance

CMS data snapshot: 2026-08-01 · Sources and limitations
4 of 5Overall
3 of 5Health inspections
2 of 5Staffing
5 of 5Resident quality
OwnershipFor profit - IndividualCertified beds120
Estimated occupancy97.9%Latest inspection2024-09-19

County and Florida comparison

Navy: facility · Teal: county · Gray: Florida
Overall rating
Facility: 4 of 5
better
Health-inspection score
Facility: 29.0 points
better
Total nurse staffing
Facility: 3.40 hours/day
worse
RN staffing
Facility: 0.54 hours/day
worse
Staff turnover
Facility: 49.1%
worse
Latest health deficiencies
Facility: 6 deficiencies
similar
View data table
MetricFacilityCountyFlorida
Overall rating4 of 53 of 53 of 5
Health-inspection score29.0 points59.3 points38.5 points
Total nurse staffing3.40 hours/day3.99 hours/day3.63 hours/day
RN staffing0.54 hours/day0.62 hours/day0.62 hours/day
Staff turnover49.1%39.3%41.8%
Latest health deficiencies6 deficiencies6 deficiencies6 deficiencies

Comparisons describe CMS data; they are not recommendations.

Inspection history

2024-09-19
6 deficiencies
Highest severity: E

Immediate-jeopardy citations: 0

Tag 0677 · Severity E

Provide care and assistance to perform activities of daily living for any resident who is unable.

Quality of Life and Care Deficiencies · Deficient, Provider has date of correction 2024-10-19

Tag 0688 · Severity E

Provide appropriate care for a resident to maintain and/or improve range of motion (ROM), limited ROM and/or mobility, unless a decline is for a medical reason.

Quality of Life and Care Deficiencies · Deficient, Provider has date of correction 2024-10-19

Tag 0761 · Severity E

Ensure 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.

Pharmacy Service Deficiencies · Deficient, Provider has date of correction 2024-10-19

Tag 0551 · Severity D

Give the resident's representative the ability to exercise the resident's rights.

Resident Rights Deficiencies · Deficient, Provider has date of correction 2024-10-19

Tag 0553 · Severity D

Allow resident to participate in the development and implementation of his or her person-centered plan of care.

Resident Rights Deficiencies · Deficient, Provider has date of correction 2024-10-19

Tag 0585 · Severity D

Honor the resident's right to voice grievances without discrimination or reprisal and the facility must establish a grievance policy and make prompt efforts to resolve grievances.

Resident Rights Deficiencies · Deficient, Provider has date of correction 2024-10-19
2023-09-28
2 deficiencies
Highest severity: D

Immediate-jeopardy citations: 0

Tag 0645 · Severity D

PASARR screening for Mental disorders or Intellectual Disabilities

Resident Assessment and Care Planning Deficiencies · Deficient, Provider has date of correction 2023-10-27

Tag 0756 · Severity D

Ensure a licensed pharmacist perform a monthly drug regimen review, including the medical chart, following irregularity reporting guidelines in developed policies and procedures.

Pharmacy Service Deficiencies · Deficient, Provider has date of correction 2023-10-27
2021-10-28
3 deficiencies
Highest severity: E

Immediate-jeopardy citations: 0

Tag 0655 · Severity E

Create and put into place a plan for meeting the resident's most immediate needs within 48 hours of being admitted

Resident Assessment and Care Planning Deficiencies · Deficient, Provider has date of correction 2021-11-29

Tag 0641 · Severity D

Ensure each resident receives an accurate assessment.

Resident Assessment and Care Planning Deficiencies · Deficient, Provider has date of correction 2021-11-29

Tag 0842 · Severity D

Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards.

Resident Assessment and Care Planning Deficiencies · Deficient, Provider has date of correction 2021-11-29

Staffing composition

2.08 hours/dayNurse aide
0.78 hours/dayLPN
0.54 hours/dayRN
Total staffing
3.40 hours/day
County median
3.99 hours/day
Florida median
3.63 hours/day
Weekend total
3.15 hours/day
Staff turnover
49.1%
RN turnover
50.0%

Reported averages, not a real-time staffing schedule.

Resident outcomes

Lower is generally better

Hospitalizations

1.3 per 1,000 daysbetterFlorida: 2.1 per 1,000 days · County: 1.3 per 1,000 days
20250101-20251231

Emergency-department visits

0.9 per 1,000 daysbetterFlorida: 1.0 per 1,000 days · County: 0.9 per 1,000 days
20250101-20251231

Falls with major injury

2.5%worseFlorida: 2.2% · County: 3.0%
2025Q2-2026Q1

Pressure ulcers

4.8%worseFlorida: 4.2% · County: 4.6%
2025Q2-2026Q1

Urinary tract infections

0.0%unavailableFlorida: 0.0% · County: 0.1%
2025Q2-2026Q1

Antipsychotic medication use

1.5%betterFlorida: 7.0% · County: 11.3%
2025Q2-2026Q1

These group measures do not predict an individual resident’s experience.

Questions to ask

Use these prompts during a tour or phone call
  1. How many RNs are typically on site during days, nights, and weekends?

    Suggested because of: rn staffing
  2. What is driving staff turnover, and what is being done to retain nurses and aides?

    Suggested because of: staff turnover
  3. What fall-prevention program is used, and how are families notified after a fall?

    Suggested because of: falls major injury
  4. How does the care team prevent and treat pressure injuries?

    Suggested because of: pressure ulcers
  5. How will the care plan be developed, reviewed, and shared with our family?

    Suggested because of: general care planning

Facility Details

County
Charlotte County
Certified beds
120
Average daily residents
117.5
Ownership
For profit - Individual
Provider type
Medicare and Medicaid
In hospital
No
Date certified
1998-03-12
CCN
105982

Staffing Data

Reported measureValue
Nurse aide hours2.0804
Lpn hours0.77922
Rn hours0.53722
Reported total hours3.39684
Weekend total hours3.15176
Weekend rn hours0.49672
Adjusted total hours3.27482
Total turnover percent49.1
Rn turnover percent50
Administrators left1

Hours are per resident per day; turnover values are percentages. Missing values are not zero.

Penalties & Enforcement

$0.00Total fines
0Number of fines
0Payment denials

No matching penalties in the supplied CMS records.

Totals reflect the supplied CMS records, not a lifetime total.

Citations

6Health citations
6Fire safety citations

Health counts describe the latest rating cycle. Fire counts cover supplied fire-safety records.

Serious Deficiencies

FL counts scope/severity G–L as serious deficiencies. Immediate jeopardy is J–L; these are not interchangeable.

0

Ownership & Operators

NameRoleShare
PORT CHARLOTTE MEMBER LLC5% OR GREATER DIRECT OWNERSHIP INTEREST100%
APWA MEMBER LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTNO PERCENTAGE PROVIDED
BS MEMBER LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTNO PERCENTAGE PROVIDED
FLNHO CAPITAL GROUP LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTNO PERCENTAGE PROVIDED
GG FLWA LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTNO PERCENTAGE PROVIDED
SH INDIGO CITADEL INVESTORS LLC5% OR GREATER INDIRECT OWNERSHIP INTEREST29%
ZBL FL EMPIRE OPCO LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTNO PERCENTAGE PROVIDED
ORNSTEIN, MARTON5% OR GREATER INDIRECT OWNERSHIP INTEREST14%
BUTLER, DAVIDCONTRACTED MANAGING EMPLOYEENOT APPLICABLE
LEE, WOODIEW-2 MANAGING EMPLOYEENOT APPLICABLE
LEIFER, JOELCORPORATE OFFICERNOT APPLICABLE

Helpful resources

Educational information, not medical or legal advice. Data & methodology