Velarion Records

Skilled nursing facility · CMS certification number 235727

The Oaks at Belmont

Belmont, Michigan · Medicare and Medicaid

Certified beds, as filed in Care Compare: 60

Download this facility’s record (CSV)

A CSV file of this facility’s record: its name and location, its Medicare cost-report finances year by year, its ownership, its inspections, deficiencies and penalties, and the Care Compare provider information — each figure with the worksheet, line and column or file it came from.

In Care Compare’s provider information: Penalties: 0 · Fines: 0 · Fines, total amount: $0.00 · Payment denials: 0. Every penalty on file ↓

For this facility: the citable document with full history — $295 · an email when this record changes — $99/month

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 January 1, 2024 to December 31, 2024 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on August 28, 2025.

Revenue and expenses, fiscal year 2024
FigureAs filedWhere it comes from
Total patient revenue$15,409,908CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,560,942CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$13,848,966CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$12,326,862CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients$1,522,104CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$36,394CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income$1,558,498CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: $1,558,498 (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 components101CMS-2540-10 worksheet S300001 line 800 column 100
Bed days available, all components36,966CMS-2540-10 worksheet S300001 line 800 column 200
Medicare (Title XVIII) patient days2,592CMS-2540-10 worksheet S300001 line 800 column 400
Medicaid (Title XIX) patient days5,563CMS-2540-10 worksheet S300001 line 800 column 500
Other-payer patient days23,567CMS-2540-10 worksheet S300001 line 800 column 600
Total patient days, all components31,722CMS-2540-10 worksheet S300001 line 800 column 700
Medicare discharges152CMS-2540-10 worksheet S300001 line 800 column 900
Medicaid discharges27CMS-2540-10 worksheet S300001 line 800 column 1000
Other-payer discharges794CMS-2540-10 worksheet S300001 line 800 column 1100
Total discharges, all components973CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days17.05CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days206.04CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days32.6CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1434414, read from the public cost report file SNF10FY2024.zip.

Fiscal year 2023, ended December 31, 2023

Cost report for January 1, 2023 to December 31, 2023 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on August 6, 2024.

Revenue and expenses, fiscal year 2023
FigureAs filedWhere it comes from
Total patient revenue$12,272,629CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$1,172,585CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$11,100,044CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$11,838,519CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$738,475CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$127,569CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$610,906CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$610,906 (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 components101CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components30,353CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components689CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days15.85CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days225.8CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days44.05CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1391206, read from the public cost report file SNF10FY2023.zip.

Fiscal year 2022, ended December 31, 2022

Cost report for January 1, 2022 to December 31, 2022 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on July 24, 2023.

Revenue and expenses, fiscal year 2022
FigureAs filedWhere it comes from
Total patient revenue$8,993,118CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$500,075CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$8,493,043CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$9,180,788CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$687,745CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$69,934CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$617,811CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$617,811 (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 components101CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components25,750CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components372CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days25.22CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days205.25CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days69.22CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1359652, read from the public cost report file SNF10FY2022.zip.

Fiscal year 2021, ended December 31, 2021

Cost report for June 23, 2021 to December 31, 2021 — a reporting period of 191 days, not a full year, on form CMS-2540-10, settled, processed by CMS on August 4, 2022.

Revenue and expenses, fiscal year 2021
FigureAs filedWhere it comes from
Total patient revenue$2,327,987CMS-2540-10 worksheet G300000 line 100 column 100
Contractual allowances and discounts$169,458CMS-2540-10 worksheet G300000 line 200 column 100
Net patient revenue$2,158,529CMS-2540-10 worksheet G300000 line 300 column 100
Total operating expenses$3,527,725CMS-2540-10 worksheet G300000 line 400 column 100
Net income from service to patients−$1,369,196CMS-2540-10 worksheet G300000 line 500 column 100
Total other income$29,386CMS-2540-10 worksheet G300000 line 2500 column 100
Net income after other income−$1,339,810CMS-2540-10 worksheet G300000 line 2600 column 100

Net income: −$1,339,810 (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 components101CMS-2540-10 worksheet S300001 line 800 column 100
Total patient days, all components7,986CMS-2540-10 worksheet S300001 line 800 column 700
Total discharges, all components80CMS-2540-10 worksheet S300001 line 800 column 1200
Average length of stay, Medicare, in days34.07CMS-2540-10 worksheet S300001 line 800 column 1400
Average length of stay, Medicaid, in days234.4CMS-2540-10 worksheet S300001 line 800 column 1500
Average length of stay, all patients, in days99.83CMS-2540-10 worksheet S300001 line 800 column 1600

CMS report record 1328888, read from the public cost report file SNF10FY2021.zip.

Nurse staffing

Nurse staffing hours from the Payroll-Based Journal, quarter by quarter, are on this facility’s staffing page, each quarter with the file it came from.

The staffing record →

Ownership, as filed with CMS

Care Compare

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

Owner or managerRoleTypeOwnership percentageAssociation
GRIFFIN-AMERICAN HEALTHCARE REIT III, INC.5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganizationNO PERCENTAGE PROVIDEDsince 12/01/2015
GRIFFIN-AMERICAN HEALTHCARE REIT IV HOLDINGS, LP5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganizationNO PERCENTAGE PROVIDEDsince 12/01/2015
NORTHSTAR HEALTHCARE INCOME INC5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganizationNO PERCENTAGE PROVIDEDsince 12/01/2015
NORTHSTAR HEALTHCARE INCOME OPERATING PARTNERSHIP LP5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganizationNO PERCENTAGE PROVIDEDsince 12/01/2015
TRILOGY HOLDINGS NT-HCI, LLC5% OR GREATER INDIRECT OWNERSHIP INTERESTOrganizationNO PERCENTAGE PROVIDEDsince 12/01/2015
BARBER, ROBINCORPORATE OFFICERIndividualNOT APPLICABLEsince 04/03/2018
BARNEY, LEIGHCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/01/2001
BRYANT, WILLIAMCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/05/2016
DAVIS, DAVIDCORPORATE OFFICERIndividualNOT APPLICABLEsince 08/21/2017
MEHAFFEY, TODDCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/04/2021
PROSKY, DANNYCORPORATE OFFICERIndividualNOT APPLICABLEsince 12/01/2015
STREIFF, MATHIEUCORPORATE OFFICERIndividualNOT APPLICABLEsince 12/01/2015
WILLIAMSON, BRADLEYCORPORATE OFFICERIndividualNOT APPLICABLEsince 01/21/2014
STUEVER, JANAOPERATIONAL/MANAGERIAL CONTROLIndividualNOT APPLICABLEsince 01/25/2021
TRILOGY MANAGEMENT SERVICES LLCOPERATIONAL/MANAGERIAL CONTROLOrganizationNOT APPLICABLEsince 12/01/2015
CORBIN, KATHYW-2 MANAGING EMPLOYEEIndividualNOT APPLICABLEsince 01/10/2011
FIGHTMASTER, LISAW-2 MANAGING EMPLOYEEIndividualNOT APPLICABLEsince 12/01/2015

Medicare enrollment

As filed in the CMS file dated August 1, 2026 (Medicare enrollment ownership), under the enrollment of TRILOGY HEALTHCARE OF BELMONT, LLC (enrollment ID O20210128001577).

CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; where the private equity, real estate investment trust or holding company field below has not been filed under the current cycle, it reads “Paused by CMS”.

OwnerIndividual or organizationRoleOwnership percentageAssociation dateDescribed in the filing as
TRILOGY OPCO LLCOrganization5% OR GREATER DIRECT OWNERSHIP INTEREST10012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
AMERICAN HEALTHCARE REIT HOLDINGS LPOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST7012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
AMERICAN HEALTHCARE REIT INCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST612/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
GAHC3 TRILOGY JV LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST7012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
GAHC4 TRILOGY JV LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST612/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
GRIFFIN-AMERICAN HEALTHCARE REIT III, INC.Organization5% OR GREATER INDIRECT OWNERSHIP INTEREST7012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
GRIFFIN-AMERICAN HEALTHCARE REIT IV HOLDINGS, LPOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST612/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
NORTHSTAR HEALTHCARE INCOME INCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST2412/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
NORTHSTAR HEALTHCARE INCOME OPERATING PARTNERSHIP LPOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST2412/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
TRILOGY HEALTHCARE HOLDINGS INCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST10012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
TRILOGY HOLDINGS NT-HCI, LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST2412/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
TRILOGY INVESTORS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST10012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
TRILOGY REAL ESTATE INVESTMENT TRUSTOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST96.712/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
TRILOGY REIT HOLDINGS LLCOrganization5% OR GREATER INDIRECT OWNERSHIP INTEREST96.712/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
BRADLEY WILLIAMSONIndividualCORPORATE OFFICER12.51/21/2014
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
DANNY PROSKYIndividualCORPORATE OFFICER12.512/1/2015
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
DAVID W DAVISIndividualCORPORATE OFFICER12.58/21/2017
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
LEIGH ANN BARNEYIndividualCORPORATE OFFICER12.51/1/2001
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
MATHIEU B STREIFFIndividualCORPORATE OFFICER12.512/1/2015
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
ROBIN L BARBERIndividualCORPORATE OFFICER12.54/3/2018
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
TODD B MEHAFFEYIndividualCORPORATE OFFICER12.51/4/2021
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
WILLIAM BRYANTIndividualCORPORATE OFFICER12.51/5/2016
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
JANA STUEVERIndividualOPERATIONAL/MANAGERIAL CONTROL1001/25/2021
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
TRILOGY MANAGEMENT SERVICES LLCOrganizationOPERATIONAL/MANAGERIAL CONTROL012/1/2015
Private equity company: No
Real estate investment trust: No
Holding company: No
KATHY M CORBINIndividualW-2 MANAGING EMPLOYEE01/10/2011
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS
LISA FIGHTMASTERIndividualW-2 MANAGING EMPLOYEE012/1/2015
Private equity company: Paused by CMS
Real estate investment trust: Paused by CMS
Holding company: Paused by CMS

Changes in ownership

No change in ownership appears in the CMS files on record since September 20, 2022.

Recent changes on this record

  • August 28, 2025: A cost report was filed for fiscal year 2024, on form CMS-2540-10. SNF10FY2024.zip
  • August 6, 2024: A cost report was filed for fiscal year 2023, on form CMS-2540-10. SNF10FY2023.zip
  • July 24, 2023: A cost report was filed for fiscal year 2022, on form CMS-2540-10. SNF10FY2022.zip
  • August 4, 2022: A cost report was filed for fiscal year 2021, on form CMS-2540-10. SNF10FY2021.zip

Inspections

Inspection cycleHealth inspectionFire safety inspectionHealth deficienciesFire safety deficiencies
1January 8, 2026January 8, 202612
2October 24, 2024October 24, 202430
3November 15, 2023November 15, 202331

From the Care Compare inspection summary file NH_SurveySummary_Sep2026_2.csv, processed on September 1, 2026.

Deficiencies cited

7 deficiencies on file, newest inspection first
Inspection dateInspection typeTagCategoryWhat was citedScope and severityComplaintCorrectedCorrection date
January 8, 2026HealthF 0880Infection Control DeficienciesProvide and implement an infection prevention and control program.DNoDeficient, Provider has date of correctionJanuary 21, 2026
August 11, 2025HealthF 0686Quality of Life and Care DeficienciesProvide appropriate pressure ulcer care and prevent new ulcers from developing.GYesDeficient, Provider has date of correctionAugust 27, 2025
October 24, 2024HealthF 0812Nutrition and Dietary DeficienciesProcure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards.FNoDeficient, Provider has date of correctionNovember 8, 2024
October 24, 2024HealthF 0880Infection Control DeficienciesProvide and implement an infection prevention and control program.DNoDeficient, Provider has date of correctionNovember 8, 2024
November 15, 2023HealthF 0558Resident Rights DeficienciesReasonably accommodate the needs and preferences of each resident.DNoDeficient, Provider has date of correctionNovember 28, 2023
November 15, 2023HealthF 0658Resident Assessment and Care Planning DeficienciesEnsure services provided by the nursing facility meet professional standards of quality.DYesDeficient, Provider has date of correctionNovember 28, 2023
November 15, 2023HealthF 0698Quality of Life and Care DeficienciesProvide safe, appropriate dialysis care/services for a resident who requires such services.DNoDeficient, Provider has date of correctionNovember 28, 2023

From the Care Compare health citations file NH_HealthCitations_Sep2026_2.csv, processed on September 1, 2026.

Penalties

No penalty on file for this facility in CMS’s Care Compare penalties data.

Care Compare provider information

FieldAs filed
Provider TypeMedicare and Medicaid
Ownership TypeFor profit - Corporation
Legal Business NameTRILOGY HEALTHCARE OF BELMONT, LLC
Date First Approved to Provide Medicare and Medicaid Services2021-06-23
Provider Resides in HospitalN
Continuing Care Retirement CommunityN
UrbanY
County/ParishKent
Telephone Number9066704451
Chain NameTRILOGY HEALTH SERVICES
Chain ID524
Provider Changed Ownership in Last 12 MonthsN
With a Resident and Family CouncilResident
Automatic Sprinkler Systems in All Required AreasYes
Number of Certified Beds60
Average Number of Residents per Day54.1
Overall Rating5
Health Inspection Rating5
QM Rating5
Long-Stay QM Rating5
Short-Stay QM Rating5
Processing Date2026-09-01

From the Care Compare Provider Information file NH_ProviderInfo_Sep2026_3.csv, processed on September 1, 2026.

Get an email when this record changes

One email a day naming what moved on The Oaks at Belmont: the field, the value before, the value after, and the date of the file that first showed it.

The facility alert follows this one record: a cost report filed or a figure on one changed, an inspection, a deficiency or a penalty recorded, an owner added or removed. The certification number arrives filled in.

On August 28, 2025: A cost report was filed for fiscal year 2024, on form CMS-2540-10. That is one line of the alert.

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The citable document for The Oaks at Belmont

This page shows the record as it stands today. The report is the citable document: the same figures with the cell each came from, and beyond this page — five facilities of a similar size in Michigan at the same fiscal year, listed by name; every change on the record rather than the recent ones below; the inspection and staffing history in blocks of their own; and a citation block naming every CMS file it was read from.

The citable document with full history — $295

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