CCN 015042 · Sumter County, Alabama
Sumter Health and Rehabilitation, L L C
1505 East 4th Avenue, York, AL 36925
Sumter Health and Rehabilitation, L L C is a 125-bed for-profit nursing home in York, Alabama, first certified for Medicare or Medicaid in 1967. CMS rates it 3 out of 5 stars overall in its September 2026 data, and it averaged 108.1 residents a day, about 87% of its certified beds. It has an active FHA-insured Section 232 loan: $3.2 million originally, at 3.15%, with $2 million outstanding as of September 30, 2026 and maturity in July 2042.
Facility facts
- Certified beds
- 125
- Average residents per day
- 108.1 (86.5% of beds)
- Ownership type
- For profit - Corporation
- Certification
- Medicare and Medicaid
- Legal business name
- Sumter Health and Rehabilitation, LLC
- Certified since
- Jan 16, 1967
- Chain or affiliated group
- Nhs Management (43 facilities, chain average 2.9 stars)
- Location
- Rural
Ratings and staffing
Star ratings run from 1 to 5. Staffing is nurse hours per resident per day from CMS Payroll Based Journal data; turnover is the CMS annual nursing staff turnover rate. Occupancy is CMS's average daily census divided by certified beds.
| Measure | This facility | Alabama median | US median |
|---|---|---|---|
| Overall rating | 3 of 5 | State spread: 42 at 1, 45 at 2, 50 at 3, 41 at 4, 45 at 5 | |
| Health inspections | 3 of 5 | ||
| Quality measures | 4 of 5 | ||
| Staffing | 4 of 5 | ||
| Total nurse hours per resident per day | 3.36 | 3.88 | 3.68 |
| RN hours per resident per day | 0.49 | 0.64 | 0.58 |
| Weekend nurse hours per resident per day | 2.89 | ||
| Nursing staff turnover | 36.8% | 46.7% | 44.9% |
| Occupancy (residents / beds) | 86.5% | 88.2% | 85.7% |
| Fines reported by CMS | None | ||
| Health deficiencies, latest standard survey | 2 (Apr 21, 2022) | ||
HUD 223(f) Express Lane: the CMS part
HUD gives 223(f) applications queue priority when the facility has CMS overall and health inspection ratings of at least 2 stars and no abuse icon, among other tests (ORCF criteria of March 31, 2026). Sumter Health and Rehabilitation, L L C meets that part today: 3 stars overall, 3 on health inspections, no abuse icon. The loan-to-value, coverage and operator tests depend on the deal. All the criteria.
Who owns and operates it
These are the owners and operators the facility reported to CMS: anyone with a 5% or greater direct or indirect stake, and any organization with operational or managerial control.
| Name | Role | Share | Since |
|---|---|---|---|
| Northport Holding Operations, LLCOrganization | Direct Ownership Interest | 100% | 01/01/2003 |
| James N Estes Jr Family Dynasty Tr No 2Organization | Indirect Ownership Interest | 18% | 12/27/2012 |
| James Norman Estes Jr TrOrganization | Indirect Ownership Interest | 6% | 06/30/2013 |
| Jennifer E Agee Family Dynasty Tr No 2Organization | Indirect Ownership Interest | 18% | 12/17/2012 |
| Jennifer Lee Estes Tr 031093Organization | Indirect Ownership Interest | 6% | 06/30/2013 |
| Estes, JamesIndividual | Indirect Ownership Interest | 51% | 12/02/1999 |
| Capital Funding LLCOrganization | Mortgage Interest | n/a | 06/01/2012 |
| Capital Funding LLCOrganization | Security Interest | n/a | 06/01/2012 |
| Holding Facilities Group LLCOrganization | Security Interest | n/a | 06/01/2012 |
| Servisfirst BankOrganization | Security Interest | n/a | 08/29/2018 |
| Sumter Health Realty LLCOrganization | Security Interest | n/a | 06/01/2012 |
| Boyd, CaseyIndividual | Operational / Managerial Control | n/a | 04/28/2023 |
| Dampeer, JoeIndividual | Operational / Managerial Control | n/a | 12/24/2021 |
| Duffy, MarciaIndividual | Operational / Managerial Control | n/a | 12/12/2003 |
Holders of a 5% or greater mortgage interest reported in the enrollment record: Capital Funding LLC.
Changes of ownership
No change of ownership for this facility appears in the CMS change-of-ownership file, which starts in January 2016.
HUD Section 232 loans
HUD's Office of Healthcare Programs lists these FHA-insured loans for a project we matched to this facility by name, city and bed count. Status, rate and balance come from HUD's insured-mortgage files as of September 30, 2026. Check the FHA number against the loan documents before relying on the match.
| Endorsed | Program | Original amount | Status | FHA number |
|---|---|---|---|---|
| Jun 27, 2012 | 223(f) refinance or purchaseHUD project name: Northport7-Sumter Health and Rehabilitation, 125 beds. Lender at endorsement: Capital Funding LLC | $3,156,100 | Active: 3.15%, $2,027,017 balanceMatures Jul 1, 2042. Servicer: Capital Funding LLC | 06222065 |
Sources and dates
Facility, rating, staffing and ownership data: CMS Provider Information and CMS Ownership, processing date September 2026. Private equity, REIT and mortgage-interest flags and changes of ownership: CMS Skilled Nursing Facility All Owners and Change of Ownership files (2026-10-01). FHA-insured loans: HUD Office of Healthcare Programs endorsement database, data run July 8, 2026. How we join them, and what the join can get wrong: methodology.
SNF Register is independent. It is not affiliated with or endorsed by CMS, HUD or FHA. Spotted an error? Write to hello@hudskillednursing.loan.