{
  "schemaVersion": 3,
  "entityId": "040781",
  "canonicalName": "HELENA REGIONAL MEDICAL CENTER",
  "status": "confirmed_pe",
  "statusLabel": "CMS-corroborated PE ownership record",
  "summary": "HELENA REGIONAL MEDICAL CENTER is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for PHILLIPS HOSPITAL COMPANY 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": "medium",
    "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": "040781",
    "npi": "1154392090",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "PHILLIPS HOSPITAL COMPANY LLC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "HELENA REGIONAL MEDICAL CENTER",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-quorumhealth-040781",
      "from_entity_id": "Quorum Health Corporation",
      "to_entity_id": "040781",
      "relationship_type": "owns",
      "effective_date": "May 2020",
      "end_date": "",
      "announcement_date": "",
      "status": "confirmed",
      "confidence": "medium",
      "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker",
      "plain_english_summary": "The tracker identifies Quorum Health Corporation 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": "May 2020",
      "title": "Acquisition date reported",
      "detail": "Date supplied by the April 3, 2026 PE hospital tracker snapshot.",
      "sourceIds": [
        "source-pesp-hospital-tracker"
      ]
    }
  ],
  "financialAndUtilizationSeries": [],
  "cmsOwnerRecords": [
    {
      "organization": "ED WRIGHT",
      "role": "CORPORATE OFFICER",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ED WRIGHT",
      "role": "CORPORATE DIRECTOR",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ED WRIGHT",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DEXTER MILLER",
      "role": "CORPORATE DIRECTOR",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MELODY ROGERS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KEVIN SMITH",
      "role": "CORPORATE DIRECTOR",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "HELENA HEATH FOUNDATION",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "06/01/2025",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SHANNA PRYOR",
      "role": "CORPORATE DIRECTOR",
      "association_date": "06/01/2025",
      "percentage_ownership": "20",
      "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: Quorum Health Corporation.",
    "Reported investment sponsor: GoldenTree Asset Management, Davidson Kempner."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "CMS corroborates an enrolled ownership chain, but its owner names do not independently reproduce every sponsor or portfolio-company name from the tracker.",
    "No compatible HCRIS cost-report rows were matched to the resolved CCN."
  ],
  "unavailableFields": [],
  "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-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": "medium",
    "nodes": [
      {
        "id": "facility:040781",
        "label": "HELENA REGIONAL MEDICAL CENTER",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:goldentree-asset-management-davidson-kempner",
        "label": "GoldenTree Asset Management, Davidson Kempner",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "organization:helena-heath-foundation",
        "label": "HELENA HEATH FOUNDATION",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:ed-wright:0",
        "label": "ED WRIGHT",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:ed-wright:1",
        "label": "ED WRIGHT",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:ed-wright:2",
        "label": "ED WRIGHT",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:dexter-miller:3",
        "label": "DEXTER MILLER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:melody-rogers:4",
        "label": "MELODY ROGERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kevin-smith:5",
        "label": "KEVIN SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:helena-heath-foundation:6",
        "label": "HELENA HEATH FOUNDATION",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:shanna-pryor:7",
        "label": "SHANNA PRYOR",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:goldentree-asset-management-davidson-kempner->organization:helena-heath-foundation",
        "from": "organization:goldentree-asset-management-davidson-kempner",
        "to": "organization:helena-heath-foundation",
        "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:helena-heath-foundation->facility:040781",
        "from": "organization:helena-heath-foundation",
        "to": "facility:040781",
        "relationship": "reported ownership or operating chain",
        "confidence": "medium",
        "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:ed-wright:0->facility:040781",
        "from": "cms-owner:ed-wright:0",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:ed-wright:1->facility:040781",
        "from": "cms-owner:ed-wright:1",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:ed-wright:2->facility:040781",
        "from": "cms-owner:ed-wright:2",
        "to": "facility:040781",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:dexter-miller:3->facility:040781",
        "from": "cms-owner:dexter-miller:3",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:melody-rogers:4->facility:040781",
        "from": "cms-owner:melody-rogers:4",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:kevin-smith:5->facility:040781",
        "from": "cms-owner:kevin-smith:5",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 20% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:helena-heath-foundation:6->facility:040781",
        "from": "cms-owner:helena-heath-foundation:6",
        "to": "facility:040781",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 06/01/2025"
      },
      {
        "id": "cms-owner:shanna-pryor:7->facility:040781",
        "from": "cms-owner:shanna-pryor:7",
        "to": "facility:040781",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 20% reported ownership · associated 06/01/2025"
      }
    ],
    "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": []
}
