{ "schemaVersion": 3, "entityId": "030108", "canonicalName": "THE CORE INSTITUTE SPECIALTY HOSPITAL", "status": "confirmed_pe", "statusLabel": "CMS-corroborated PE ownership record", "summary": "THE CORE INSTITUTE SPECIALTY HOSPITAL is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for SURGICAL SPECIALTY HOSPITAL OF ARIZONA, 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": 6, "ownership_source_count": 2, "identity_match_method": "CCN exact match", "publication_decision": "Meets the Phase 3 publication standard for its displayed status" }, "identifiers": { "ccn": "030108", "npi": "1902881295", "historicalCcns": [], "aliases": [ { "alias": "SURGICAL SPECIALTY HOSPITAL OF ARIZONA, LLC", "alias_type": "cms_legal_name", "source_id": "source-cms-hospital-enrollments" }, { "alias": "THE CORE INSTITUTE SPECIALTY HOSPITAL", "alias_type": "cms_dba", "source_id": "source-cms-hospital-enrollments" } ] }, "ownershipHistory": [ { "relationship_id": "rel-hopco-030108", "from_entity_id": "HOPCo", "to_entity_id": "030108", "relationship_type": "owns", "effective_date": "", "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 HOPCo 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": [], "financialAndUtilizationSeries": [ { "metric_id": "030108-net_patient_revenue-12-31-2023", "entity_id": "030108", "metric_name": "net_patient_revenue", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "106329057", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-net_patient_revenue-12-31-2022", "entity_id": "030108", "metric_name": "net_patient_revenue", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "91209036", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-net_patient_revenue-12-31-2021", "entity_id": "030108", "metric_name": "net_patient_revenue", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "66534136", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-operating_expense-12-31-2023", "entity_id": "030108", "metric_name": "operating_expense", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "96203276", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-operating_expense-12-31-2022", "entity_id": "030108", "metric_name": "operating_expense", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "82858366", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-operating_expense-12-31-2021", "entity_id": "030108", "metric_name": "operating_expense", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "61196915", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-net_income-12-31-2023", "entity_id": "030108", "metric_name": "net_income", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "11629603", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-net_income-12-31-2022", "entity_id": "030108", "metric_name": "net_income", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "9697303", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-net_income-12-31-2021", "entity_id": "030108", "metric_name": "net_income", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "5886682", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_assets-12-31-2023", "entity_id": "030108", "metric_name": "total_assets", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "83121881", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_assets-12-31-2022", "entity_id": "030108", "metric_name": "total_assets", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "78851226", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_assets-12-31-2021", "entity_id": "030108", "metric_name": "total_assets", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "81178167", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_liabilities-12-31-2023", "entity_id": "030108", "metric_name": "total_liabilities", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "53470707", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_liabilities-12-31-2022", "entity_id": "030108", "metric_name": "total_liabilities", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "56482415", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-total_liabilities-12-31-2021", "entity_id": "030108", "metric_name": "total_liabilities", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "66222803", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-contract_labor_direct_patient_care-12-31-2023", "entity_id": "030108", "metric_name": "contract_labor_direct_patient_care", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "3664729", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-contract_labor_direct_patient_care-12-31-2022", "entity_id": "030108", "metric_name": "contract_labor_direct_patient_care", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "5114892", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-contract_labor_direct_patient_care-12-31-2021", "entity_id": "030108", "metric_name": "contract_labor_direct_patient_care", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "962249", "unit": "USD", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-fte_employees-12-31-2023", "entity_id": "030108", "metric_name": "fte_employees", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "179.37", "unit": "FTE", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-fte_employees-12-31-2022", "entity_id": "030108", "metric_name": "fte_employees", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "165.37", "unit": "FTE", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-fte_employees-12-31-2021", "entity_id": "030108", "metric_name": "fte_employees", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "146.2", "unit": "FTE", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-beds-12-31-2023", "entity_id": "030108", "metric_name": "beds", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "28", "unit": "beds", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-beds-12-31-2022", "entity_id": "030108", "metric_name": "beds", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "28", "unit": "beds", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-beds-12-31-2021", "entity_id": "030108", "metric_name": "beds", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "28", "unit": "beds", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-patient_days-12-31-2023", "entity_id": "030108", "metric_name": "patient_days", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "1072", "unit": "days", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-patient_days-12-31-2022", "entity_id": "030108", "metric_name": "patient_days", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "832", "unit": "days", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-patient_days-12-31-2021", "entity_id": "030108", "metric_name": "patient_days", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "927", "unit": "days", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-discharges-12-31-2023", "entity_id": "030108", "metric_name": "discharges", "period_start": "01/01/2023", "period_end": "12/31/2023", "value": "677", "unit": "discharges", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-discharges-12-31-2022", "entity_id": "030108", "metric_name": "discharges", "period_start": "01/01/2022", "period_end": "12/31/2022", "value": "616", "unit": "discharges", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" }, { "metric_id": "030108-discharges-12-31-2021", "entity_id": "030108", "metric_name": "discharges", "period_start": "01/01/2021", "period_end": "12/31/2021", "value": "816", "unit": "discharges", "better_when": "context_dependent", "source_id": "source-cms-hcris", "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.", "comparable_to_prior": "review_required" } ], "cmsOwnerRecords": [ { "organization": "HOPCO GROUP HOLDINGS, L.P.", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "100", "investment_firm": false, "private_equity_company": false, "holding_company": true, "management_services_company": false, "medical_staffing_company": false }, { "organization": "KENNETH TOMLON", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "10/01/2023", "percentage_ownership": "5", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "KENNETH TOMLON", "role": "CORPORATE OFFICER", "association_date": "01/01/2023", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "KENNETH TOMLON", "role": "W-2 MANAGING EMPLOYEE", "association_date": "01/01/2023", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "12/31/2014", "percentage_ownership": "100", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.", "role": "OPERATIONAL/MANAGERIAL CONTROL", "association_date": "12/31/2014", "percentage_ownership": "100", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CHRISTOPHER YEUNG", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "2.79", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CHRISTOPHER YEUNG", "role": "CORPORATE DIRECTOR", "association_date": "12/31/2014", "percentage_ownership": "2.79", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CORE SPECIALTY SURGICAL HOLDINGS, LLC", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "54.7", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "NIMA SALARI", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "0.25", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CHARLES CREASMAN", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "03/28/2005", "percentage_ownership": "5.59", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "THE KASSMAN FAMILY LIVING TRUST", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "1.4", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "AUDAX PRIVATE EQUITY FUND VI-A, L.P.", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "11.86", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "LINDEN CAPITAL PARTNERS IV LP", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "11.51", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "LINDEN CAPITAL PARTNERS IV-A LP", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "15.62", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "HOPCO SPECIALTY SURGICAL HOLDINGS, LLC", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "34.68", "investment_firm": false, "private_equity_company": false, "holding_company": true, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JUSTIN FIELD", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "07/31/2018", "percentage_ownership": "0.57", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "AUDAX PRIVATE EQUITY FUND VI-B, L.P.", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "10.16", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "HOPCO INTERMEDIATE HOLDINGS, INC.", "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST", "association_date": "08/15/2019", "percentage_ownership": "100", "investment_firm": false, "private_equity_company": false, "holding_company": true, "management_services_company": false, "medical_staffing_company": false } ], "directConnections": [ "Reported parent system or portfolio company: HOPCo.", "Reported investment sponsor: Audax Private Equity, Linden Capital." ], "actions": [], "contradictions": [], "limitations": [], "unavailableFields": [ "Precise acquisition date", "Official facility URL" ], "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" }, { "source_id": "source-cms-care-compare", "title": "Hospital General Information", "publisher": "Centers for Medicare & Medicaid Services", "publication_date": "2026", "retrieved_at": "2026-06-22", "url": "https://data.cms.gov/provider-data/dataset/xubh-q36u", "reliability_tier": "government", "research_note": "Used for current facility identity, hospital type, ownership category, and overall rating when available.", "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:030108", "label": "THE CORE INSTITUTE SPECIALTY HOSPITAL", "kind": "hospital", "evidence": "public facility record" }, { "id": "organization:audax-private-equity-linden-capital", "label": "Audax Private Equity, Linden Capital", "kind": "pe_sponsor", "evidence": "research tracker or primary portfolio source" }, { "id": "organization:the-center-for-orthopedic-and-research-excellence-inc", "label": "THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.", "kind": "portfolio_company_or_operator", "evidence": "research tracker or primary organizational source" }, { "id": "cms-owner:hopco-group-holdings-l-p:0", "label": "HOPCO GROUP HOLDINGS, L.P.", "kind": "cms_holding_company", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:kenneth-tomlon:1", "label": "KENNETH TOMLON", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:kenneth-tomlon:2", "label": "KENNETH TOMLON", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:kenneth-tomlon:3", "label": "KENNETH TOMLON", "kind": "cms_owner_or_controller", "evidence": "W-2 MANAGING EMPLOYEE" }, { "id": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:4", "label": "THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:5", "label": "THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.", "kind": "cms_owner_or_controller", "evidence": "OPERATIONAL/MANAGERIAL CONTROL" }, { "id": "cms-owner:christopher-yeung:6", "label": "CHRISTOPHER YEUNG", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:christopher-yeung:7", "label": "CHRISTOPHER YEUNG", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:core-specialty-surgical-holdings-llc:8", "label": "CORE SPECIALTY SURGICAL HOLDINGS, LLC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:nima-salari:9", "label": "NIMA SALARI", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:charles-creasman:10", "label": "CHARLES CREASMAN", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:the-kassman-family-living-trust:11", "label": "THE KASSMAN FAMILY LIVING TRUST", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:audax-private-equity-fund-vi-a-l-p:12", "label": "AUDAX PRIVATE EQUITY FUND VI-A, L.P.", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:linden-capital-partners-iv-lp:13", "label": "LINDEN CAPITAL PARTNERS IV LP", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:linden-capital-partners-iv-a-lp:14", "label": "LINDEN CAPITAL PARTNERS IV-A LP", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST" } ], "edges": [ { "id": "organization:audax-private-equity-linden-capital->organization:the-center-for-orthopedic-and-research-excellence-inc", "from": "organization:audax-private-equity-linden-capital", "to": "organization:the-center-for-orthopedic-and-research-excellence-inc", "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:the-center-for-orthopedic-and-research-excellence-inc->facility:030108", "from": "organization:the-center-for-orthopedic-and-research-excellence-inc", "to": "facility:030108", "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:hopco-group-holdings-l-p:0->facility:030108", "from": "cms-owner:hopco-group-holdings-l-p:0", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 08/15/2019" }, { "id": "cms-owner:kenneth-tomlon:1->facility:030108", "from": "cms-owner:kenneth-tomlon:1", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 5% reported ownership · associated 10/01/2023" }, { "id": "cms-owner:kenneth-tomlon:2->facility:030108", "from": "cms-owner:kenneth-tomlon:2", "to": "facility:030108", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · associated 01/01/2023" }, { "id": "cms-owner:kenneth-tomlon:3->facility:030108", "from": "cms-owner:kenneth-tomlon:3", "to": "facility:030108", "relationship": "is associated with", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "W-2 MANAGING EMPLOYEE · associated 01/01/2023" }, { "id": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:4->facility:030108", "from": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:4", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 12/31/2014" }, { "id": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:5->facility:030108", "from": "cms-owner:the-center-for-orthopedic-and-research-excellence-inc:5", "to": "facility:030108", "relationship": "controls or manages", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "OPERATIONAL/MANAGERIAL CONTROL · 100% reported ownership · associated 12/31/2014" }, { "id": "cms-owner:christopher-yeung:6->facility:030108", "from": "cms-owner:christopher-yeung:6", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 2.79% reported ownership · associated 07/31/2018" }, { "id": "cms-owner:christopher-yeung:7->facility:030108", "from": "cms-owner:christopher-yeung:7", "to": "facility:030108", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 2.79% reported ownership · associated 12/31/2014" }, { "id": "cms-owner:core-specialty-surgical-holdings-llc:8->facility:030108", "from": "cms-owner:core-specialty-surgical-holdings-llc:8", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 54.7% reported ownership · associated 07/31/2018" }, { "id": "cms-owner:nima-salari:9->facility:030108", "from": "cms-owner:nima-salari:9", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 0.25% reported ownership · associated 07/31/2018" }, { "id": "cms-owner:charles-creasman:10->facility:030108", "from": "cms-owner:charles-creasman:10", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 5.59% reported ownership · associated 03/28/2005" }, { "id": "cms-owner:the-kassman-family-living-trust:11->facility:030108", "from": "cms-owner:the-kassman-family-living-trust:11", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 1.4% reported ownership · associated 07/31/2018" }, { "id": "cms-owner:audax-private-equity-fund-vi-a-l-p:12->facility:030108", "from": "cms-owner:audax-private-equity-fund-vi-a-l-p:12", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 11.86% reported ownership · associated 08/15/2019" }, { "id": "cms-owner:linden-capital-partners-iv-lp:13->facility:030108", "from": "cms-owner:linden-capital-partners-iv-lp:13", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 11.51% reported ownership · associated 08/15/2019" }, { "id": "cms-owner:linden-capital-partners-iv-a-lp:14->facility:030108", "from": "cms-owner:linden-capital-partners-iv-a-lp:14", "to": "facility:030108", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 15.62% reported ownership · associated 08/15/2019" } ], "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": 66534136, "latestValue": 106329057, "absoluteChange": 39794921, "percentChange": 59.81128394002141, "unit": "USD" }, { "metric": "operating_expense", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 61196915, "latestValue": 96203276, "absoluteChange": 35006361, "percentChange": 57.20281978266388, "unit": "USD" }, { "metric": "net_income", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 5886682, "latestValue": 11629603, "absoluteChange": 5742921, "percentChange": 97.55786026831413, "unit": "USD" }, { "metric": "total_assets", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 81178167, "latestValue": 83121881, "absoluteChange": 1943714, "percentChange": 2.394380252512969, "unit": "USD" }, { "metric": "total_liabilities", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 66222803, "latestValue": 53470707, "absoluteChange": -12752096, "percentChange": -19.256351924578002, "unit": "USD" }, { "metric": "contract_labor_direct_patient_care", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 962249, "latestValue": 3664729, "absoluteChange": 2702480, "percentChange": 280.8503828011253, "unit": "USD" }, { "metric": "fte_employees", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 146.2, "latestValue": 179.37, "absoluteChange": 33.170000000000016, "percentChange": 22.68809849521205, "unit": "FTE" }, { "metric": "beds", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 28, "latestValue": 28, "absoluteChange": 0, "percentChange": 0, "unit": "beds" }, { "metric": "patient_days", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 927, "latestValue": 1072, "absoluteChange": 145, "percentChange": 15.641855447680692, "unit": "days" }, { "metric": "discharges", "earliestPeriod": "12/31/2021", "latestPeriod": "12/31/2023", "earliestValue": 816, "latestValue": 677, "absoluteChange": -139, "percentChange": -17.034313725490197, "unit": "discharges" } ] }