{
  "schemaVersion": 3,
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  "canonicalName": "REHABILITATION HOSPITAL OF MONTANA",
  "status": "confirmed_pe",
  "statusLabel": "CMS-corroborated PE ownership record",
  "summary": "REHABILITATION HOSPITAL OF MONTANA is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for THE REHABILITATION HOSPITAL OF MONTANA 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": 5,
    "ownership_source_count": 2,
    "identity_match_method": "CCN exact match",
    "publication_decision": "Meets the Phase 3 publication standard for its displayed status"
  },
  "identifiers": {
    "ccn": "273025",
    "npi": "1619445749",
    "historicalCcns": [],
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        "alias": "THE REHABILITATION HOSPITAL OF MONTANA LLC",
        "alias_type": "cms_legal_name",
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      "from_entity_id": "LifePoint Health",
      "to_entity_id": "0196784696",
      "relationship_type": "owns",
      "effective_date": "December 2021",
      "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 LifePoint Health 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."
    }
  ],
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    {
      "date": "December 2021",
      "title": "Acquisition date reported",
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      "organization": "MARCUS POPPELL",
      "role": "OTHER",
      "association_date": "12/23/2021",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BILLINGS CLINIC",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "07/01/2017",
      "percentage_ownership": "33.3",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "LIFEPOINT REHAB BLOCKER PARENT LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "12/31/2022",
      "percentage_ownership": "33.3",
      "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: LifePoint Health.",
    "Reported investment sponsor: Apollo Global Management."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [],
  "unavailableFields": [
    "Official facility URL",
    "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"
    },
    {
      "source_id": "source-cms-hcris",
      "title": "Hospital Provider Cost Reports",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2015–2024",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-compliance/cost-reports/hospital-provider-cost-report",
      "reliability_tier": "government",
      "research_note": "Financial, staffing, and utilization values. These descriptive measures do not establish causation.",
      "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:0196784696",
        "label": "REHABILITATION HOSPITAL OF MONTANA",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:apollo-global-management",
        "label": "Apollo Global Management",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "organization:chc-community-care",
        "label": "CHC Community Care",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:donna-flannery:0",
        "label": "DONNA FLANNERY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lifepoint-rehab-blocker-llc:1",
        "label": "LIFEPOINT REHAB BLOCKER LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "OTHER"
      },
      {
        "id": "cms-owner:chad-miller:2",
        "label": "CHAD MILLER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:valentino-grassetti:3",
        "label": "VALENTINO GRASSETTI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:chc-management-services-llc:4",
        "label": "CHC MANAGEMENT SERVICES LLC",
        "kind": "cms_management_company",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:lifepoint-rehab-llc:5",
        "label": "LIFEPOINT REHAB LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:lpnt-development-69-llc:6",
        "label": "LPNT DEVELOPMENT 69, LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:dsb-acquisition-llc:7",
        "label": "DSB ACQUISITION LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:kathleen-quinones:8",
        "label": "KATHLEEN QUINONES",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:scl-health-partners-llc:9",
        "label": "SCL HEALTH PARTNERS, LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:ethel-widgeon:10",
        "label": "ETHEL WIDGEON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:ethel-widgeon:11",
        "label": "ETHEL WIDGEON",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:lifepoint-health-inc:12",
        "label": "LIFEPOINT HEALTH INC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:marcus-poppell:13",
        "label": "MARCUS POPPELL",
        "kind": "cms_owner_or_controller",
        "evidence": "OTHER"
      },
      {
        "id": "cms-owner:billings-clinic:14",
        "label": "BILLINGS CLINIC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      }
    ],
    "edges": [
      {
        "id": "organization:apollo-global-management->organization:chc-community-care",
        "from": "organization:apollo-global-management",
        "to": "organization:chc-community-care",
        "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:chc-community-care->facility:0196784696",
        "from": "organization:chc-community-care",
        "to": "facility:0196784696",
        "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:donna-flannery:0->facility:0196784696",
        "from": "cms-owner:donna-flannery:0",
        "to": "facility:0196784696",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 08/21/2019"
      },
      {
        "id": "cms-owner:lifepoint-rehab-blocker-llc:1->facility:0196784696",
        "from": "cms-owner:lifepoint-rehab-blocker-llc:1",
        "to": "facility:0196784696",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OTHER · 33.3% reported ownership · associated 12/31/2022"
      },
      {
        "id": "cms-owner:chad-miller:2->facility:0196784696",
        "from": "cms-owner:chad-miller:2",
        "to": "facility:0196784696",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 11/27/2017"
      },
      {
        "id": "cms-owner:valentino-grassetti:3->facility:0196784696",
        "from": "cms-owner:valentino-grassetti:3",
        "to": "facility:0196784696",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 11/27/2017"
      },
      {
        "id": "cms-owner:chc-management-services-llc:4->facility:0196784696",
        "from": "cms-owner:chc-management-services-llc:4",
        "to": "facility:0196784696",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 07/01/2017"
      },
      {
        "id": "cms-owner:lifepoint-rehab-llc:5->facility:0196784696",
        "from": "cms-owner:lifepoint-rehab-llc:5",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 12/23/2021"
      },
      {
        "id": "cms-owner:lpnt-development-69-llc:6->facility:0196784696",
        "from": "cms-owner:lpnt-development-69-llc:6",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 07/01/2017"
      },
      {
        "id": "cms-owner:dsb-acquisition-llc:7->facility:0196784696",
        "from": "cms-owner:dsb-acquisition-llc:7",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 12/23/2021"
      },
      {
        "id": "cms-owner:kathleen-quinones:8->facility:0196784696",
        "from": "cms-owner:kathleen-quinones:8",
        "to": "facility:0196784696",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 12/01/2021"
      },
      {
        "id": "cms-owner:scl-health-partners-llc:9->facility:0196784696",
        "from": "cms-owner:scl-health-partners-llc:9",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 07/01/2017"
      },
      {
        "id": "cms-owner:ethel-widgeon:10->facility:0196784696",
        "from": "cms-owner:ethel-widgeon:10",
        "to": "facility:0196784696",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/27/2023"
      },
      {
        "id": "cms-owner:ethel-widgeon:11->facility:0196784696",
        "from": "cms-owner:ethel-widgeon:11",
        "to": "facility:0196784696",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 11/27/2023"
      },
      {
        "id": "cms-owner:lifepoint-health-inc:12->facility:0196784696",
        "from": "cms-owner:lifepoint-health-inc:12",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 12/23/2021"
      },
      {
        "id": "cms-owner:marcus-poppell:13->facility:0196784696",
        "from": "cms-owner:marcus-poppell:13",
        "to": "facility:0196784696",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OTHER · associated 12/23/2021"
      },
      {
        "id": "cms-owner:billings-clinic:14->facility:0196784696",
        "from": "cms-owner:billings-clinic:14",
        "to": "facility:0196784696",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 33.3% reported ownership · associated 07/01/2017"
      }
    ],
    "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": [
    {
      "metric": "net_patient_revenue",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 14211257,
      "latestValue": 15396725,
      "absoluteChange": 1185468,
      "percentChange": 8.341753301625605,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 12011796,
      "latestValue": 14522152,
      "absoluteChange": 2510356,
      "percentChange": 20.89908952832699,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 2417548,
      "latestValue": 945482,
      "absoluteChange": -1472066,
      "percentChange": -60.890869591834374,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 21081873,
      "latestValue": 18409526,
      "absoluteChange": -2672347,
      "percentChange": -12.67604164013321,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 14941358,
      "latestValue": 14175955,
      "absoluteChange": -765403,
      "percentChange": -5.122713745296779,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 799018,
      "latestValue": 1083292,
      "absoluteChange": 284274,
      "percentChange": 35.577921899131184,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 70.6,
      "latestValue": 71.8,
      "absoluteChange": 1.2000000000000028,
      "percentChange": 1.699716713881024,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 34,
      "latestValue": 34,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 7633,
      "latestValue": 7745,
      "absoluteChange": 112,
      "percentChange": 1.4673129830996987,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 647,
      "latestValue": 688,
      "absoluteChange": 41,
      "percentChange": 6.3369397217928904,
      "unit": "discharges"
    }
  ]
}
