{ "schemaVersion": 3, "entityId": "0110207042", "canonicalName": "HACKENSACK-UMC MOUNTAINSIDE", "status": "confirmed_pe", "statusLabel": "CMS-corroborated PE ownership record", "summary": "HACKENSACK-UMC MOUNTAINSIDE is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for MONTCLAIR HOSPITAL LLC. The dossier distinguishes the enrolled legal owner from the broader sponsor and portfolio-company chain.", "lastReviewed": "2026-06-22", "review": { "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate", "evidence_grade": "government-corroborated", "confidence": "high", "source_count": 4, "ownership_source_count": 2, "identity_match_method": "CCN exact match", "publication_decision": "Meets the Phase 3 publication standard for its displayed status" }, "identifiers": { "ccn": "031054", "npi": "1841444718", "historicalCcns": [], "aliases": [ { "alias": "MONTCLAIR HOSPITAL LLC", "alias_type": "cms_legal_name", "source_id": "source-cms-hospital-enrollments" }, { "alias": "HACKENSACK UMC MOUNTAINSIDE", "alias_type": "cms_dba", "source_id": "source-cms-hospital-enrollments" } ] }, "ownershipHistory": [ { "relationship_id": "rel-ardenthealthservices-0110207042", "from_entity_id": "Ardent Health Services", "to_entity_id": "0110207042", "relationship_type": "owns", "effective_date": "March 2017", "end_date": "", "announcement_date": "", "status": "confirmed", "confidence": "high", "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker", "plain_english_summary": "The tracker identifies Ardent Health Services in the PE ownership chain, and CMS supplies current enrolled-owner records for the facility.", "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker." } ], "acquisitionEvents": [ { "date": "March 2017", "title": "Acquisition date reported", "detail": "Date supplied by the April 3, 2026 PE hospital tracker snapshot.", "sourceIds": [ "source-pesp-hospital-tracker" ] } ], "financialAndUtilizationSeries": [], "cmsOwnerRecords": [ { "organization": "LHP MONTCLAIR LLC", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "07/01/2012", "percentage_ownership": "80", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JOHN FROMHOLD", "role": "W-2 MANAGING EMPLOYEE", "association_date": "06/01/2007", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "ARDENT HEALTH INC", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "03/13/2017", "percentage_ownership": "80", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "BRIAN WALTON", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "PAUL KAPPELMAN", "role": "CORPORATE OFFICER", "association_date": "08/01/2016", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "RICHARD HAUN", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MARY CRABTREE", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "LHP OPERATIONS CO LLC", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "07/01/2012", "percentage_ownership": "80", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MONTCLAIR HEALTH SYSTEM LLC", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "02/20/2014", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "LHP HOSPITAL GROUP, INC.", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "02/20/2014", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "STEPHEN PETROVICH", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MONTCLAIR HOSPITAL LLC", "role": "OPERATIONAL/MANAGERIAL CONTROL", "association_date": "06/01/2007", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MATT MAXFIELD", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "DAVID VANDEWATER", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "HMH HOSPITALS CORPORATION", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "02/20/2014", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "ARDENT LEGACY HOLDINGS LLC", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "03/13/2017", "percentage_ownership": "80", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CLINT ADAMS", "role": "CORPORATE OFFICER", "association_date": "03/13/2017", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "AHP HEALTH PARTNERS, INC", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "03/13/2017", "percentage_ownership": "80", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false } ], "directConnections": [ "Reported parent system or portfolio company: Ardent Health Services.", "Reported investment sponsor: Equity Group Investments." ], "actions": [], "contradictions": [], "limitations": [ "No compatible HCRIS cost-report rows were matched to the resolved CCN." ], "unavailableFields": [ "Current CMS overall rating" ], "sources": [ { "source_id": "source-hifld-hospitals", "title": "Hospitals RAPT", "publisher": "Homeland Infrastructure Foundation-Level Data", "publication_date": "current public layer", "retrieved_at": "2026-06-22", "url": "https://hifld-geoplatform.hub.arcgis.com/datasets/geoplatform::hospitals/about", "reliability_tier": "government", "research_note": "Used for facility location and basic identity context; it does not establish private-equity ownership.", "source_type": "public_record" }, { "source_id": "source-pesp-hospital-tracker", "title": "Private Equity Hospital Tracker", "publisher": "Private Equity Stakeholder Project", "publication_date": "2026-04-03 snapshot", "retrieved_at": "2026-06-22", "url": "https://pestakeholder.org/private-equity-hospital-tracker/", "reliability_tier": "research", "research_note": "Discovery and ownership-chain baseline. A red public status also requires independent corroboration in this dossier.", "source_type": "public_record" }, { "source_id": "source-cms-hospital-enrollments", "title": "Hospital Enrollments", "publisher": "Centers for Medicare & Medicaid Services", "publication_date": "2026-05-01", "retrieved_at": "2026-06-22", "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-enrollments", "reliability_tier": "government", "research_note": "Used to corroborate current enrollment identity, legal name, DBA, CCN, NPI, and location.", "source_type": "public_record" }, { "source_id": "source-cms-hospital-all-owners", "title": "Hospital All Owners", "publisher": "Centers for Medicare & Medicaid Services", "publication_date": "2026-05-01", "retrieved_at": "2026-06-22", "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-all-owners", "reliability_tier": "government", "research_note": "Used to corroborate direct or indirect ownership, control, holding-company, investment-firm, and security-interest records.", "source_type": "public_record" } ], "ownershipChain": { "model": "Sponsor, operator, CMS legal-owner/control records, and facility are shown as separate evidence layers.", "confidence": "high", "nodes": [ { "id": "facility:0110207042", "label": "HACKENSACK-UMC MOUNTAINSIDE", "kind": "hospital", "evidence": "public facility record" }, { "id": "organization:equity-group-investments", "label": "Equity Group Investments", "kind": "pe_sponsor", "evidence": "research tracker or primary portfolio source" }, { "id": "organization:ardent-health-services", "label": "Ardent Health Services", "kind": "portfolio_company_or_operator", "evidence": "research tracker or primary organizational source" }, { "id": "cms-owner:lhp-montclair-llc:0", "label": "LHP MONTCLAIR LLC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:john-fromhold:1", "label": "JOHN FROMHOLD", "kind": "cms_owner_or_controller", "evidence": "W-2 MANAGING EMPLOYEE" }, { "id": "cms-owner:ardent-health-inc:2", "label": "ARDENT HEALTH INC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:brian-walton:3", "label": "BRIAN WALTON", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:paul-kappelman:4", "label": "PAUL KAPPELMAN", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:richard-haun:5", "label": "RICHARD HAUN", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:mary-crabtree:6", "label": "MARY CRABTREE", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:lhp-operations-co-llc:7", "label": "LHP OPERATIONS CO LLC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:montclair-health-system-llc:8", "label": "MONTCLAIR HEALTH SYSTEM LLC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:lhp-hospital-group-inc:9", "label": "LHP HOSPITAL GROUP, INC.", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:stephen-petrovich:10", "label": "STEPHEN PETROVICH", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:montclair-hospital-llc:11", "label": "MONTCLAIR HOSPITAL LLC", "kind": "cms_owner_or_controller", "evidence": "OPERATIONAL/MANAGERIAL CONTROL" }, { "id": "cms-owner:matt-maxfield:12", "label": "MATT MAXFIELD", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:david-vandewater:13", "label": "DAVID VANDEWATER", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:hmh-hospitals-corporation:14", "label": "HMH HOSPITALS CORPORATION", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" } ], "edges": [ { "id": "organization:equity-group-investments->organization:ardent-health-services", "from": "organization:equity-group-investments", "to": "organization:ardent-health-services", "relationship": "sponsors", "confidence": "medium", "sourceIds": [ "source-cms-hospital-all-owners", "source-pesp-hospital-tracker" ], "note": "The tracker supplies the sponsor-to-platform attribution; CMS does not independently reproduce every sponsor name." }, { "id": "organization:ardent-health-services->facility:0110207042", "from": "organization:ardent-health-services", "to": "facility:0110207042", "relationship": "reported ownership or operating chain", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners", "source-pesp-hospital-tracker" ], "note": "The platform attribution comes from the research tracker and is displayed separately from CMS legal-owner rows." }, { "id": "cms-owner:lhp-montclair-llc:0->facility:0110207042", "from": "cms-owner:lhp-montclair-llc:0", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 80% reported ownership · associated 07/01/2012" }, { "id": "cms-owner:john-fromhold:1->facility:0110207042", "from": "cms-owner:john-fromhold:1", "to": "facility:0110207042", "relationship": "is associated with", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "W-2 MANAGING EMPLOYEE · associated 06/01/2007" }, { "id": "cms-owner:ardent-health-inc:2->facility:0110207042", "from": "cms-owner:ardent-health-inc:2", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 80% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:brian-walton:3->facility:0110207042", "from": "cms-owner:brian-walton:3", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:paul-kappelman:4->facility:0110207042", "from": "cms-owner:paul-kappelman:4", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · associated 08/01/2016" }, { "id": "cms-owner:richard-haun:5->facility:0110207042", "from": "cms-owner:richard-haun:5", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:mary-crabtree:6->facility:0110207042", "from": "cms-owner:mary-crabtree:6", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:lhp-operations-co-llc:7->facility:0110207042", "from": "cms-owner:lhp-operations-co-llc:7", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 80% reported ownership · associated 07/01/2012" }, { "id": "cms-owner:montclair-health-system-llc:8->facility:0110207042", "from": "cms-owner:montclair-health-system-llc:8", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · associated 02/20/2014" }, { "id": "cms-owner:lhp-hospital-group-inc:9->facility:0110207042", "from": "cms-owner:lhp-hospital-group-inc:9", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · associated 02/20/2014" }, { "id": "cms-owner:stephen-petrovich:10->facility:0110207042", "from": "cms-owner:stephen-petrovich:10", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · associated 03/13/2017" }, { "id": "cms-owner:montclair-hospital-llc:11->facility:0110207042", "from": "cms-owner:montclair-hospital-llc:11", "to": "facility:0110207042", "relationship": "controls or manages", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 06/01/2007" }, { "id": "cms-owner:matt-maxfield:12->facility:0110207042", "from": "cms-owner:matt-maxfield:12", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:david-vandewater:13->facility:0110207042", "from": "cms-owner:david-vandewater:13", "to": "facility:0110207042", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 03/13/2017" }, { "id": "cms-owner:hmh-hospitals-corporation:14->facility:0110207042", "from": "cms-owner:hmh-hospitals-corporation:14", "to": "facility:0110207042", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · associated 02/20/2014" } ], "caveats": [ "CMS owner rows establish enrolled legal ownership or control roles; they do not always name the ultimate financial sponsor.", "Sponsor and portfolio-company labels come from the cited tracker or primary portfolio evidence." ] }, "descriptiveTrends": [] }