{ "schemaVersion": 3, "entityId": "050136", "canonicalName": "PETALUMA VALLEY HOSPITAL", "status": "signal", "statusLabel": "Documented investment signal", "summary": "PETALUMA VALLEY HOSPITAL appears in the source tracker as a venture-backed investment signal. This dossier does not classify that signal as completed private-equity ownership.", "lastReviewed": "2026-06-22", "review": { "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate", "evidence_grade": "government-corroborated", "confidence": "medium", "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": "050136", "npi": "1235162645", "historicalCcns": [], "aliases": [ { "alias": "NORCAL HEALTHCONNECT LLC", "alias_type": "cms_legal_name", "source_id": "source-cms-hospital-enrollments" }, { "alias": "PETALUMA VALLEY HOSPITAL", "alias_type": "cms_dba", "source_id": "source-cms-hospital-enrollments" } ] }, "ownershipHistory": [ { "relationship_id": "rel-reportedowner-050136", "from_entity_id": "reported owner", "to_entity_id": "050136", "relationship_type": "venture_backing", "effective_date": "", "end_date": "", "announcement_date": "", "status": "signal", "confidence": "medium", "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker", "plain_english_summary": "undefined is reported as an investment backer; this is not treated as a completed ownership claim.", "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker." } ], "acquisitionEvents": [], "financialAndUtilizationSeries": [ { "metric_id": "050136-net_patient_revenue-06-30-2024", "entity_id": "050136", "metric_name": "net_patient_revenue", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "83561775", "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": "050136-net_patient_revenue-06-30-2023", "entity_id": "050136", "metric_name": "net_patient_revenue", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "82891481", "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": "050136-net_patient_revenue-06-30-2022", "entity_id": "050136", "metric_name": "net_patient_revenue", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "89385985", "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": "050136-operating_expense-06-30-2024", "entity_id": "050136", "metric_name": "operating_expense", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "95309171", "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": "050136-operating_expense-06-30-2023", "entity_id": "050136", "metric_name": "operating_expense", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "102826094", "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": "050136-operating_expense-06-30-2022", "entity_id": "050136", "metric_name": "operating_expense", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "102236310", "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": "050136-net_income-06-30-2024", "entity_id": "050136", "metric_name": "net_income", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "-11045228", "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": "050136-net_income-06-30-2023", "entity_id": "050136", "metric_name": "net_income", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "-19340384", "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": "050136-net_income-06-30-2022", "entity_id": "050136", "metric_name": "net_income", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "-10129800", "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": "050136-total_assets-06-30-2024", "entity_id": "050136", "metric_name": "total_assets", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "6433132", "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": "050136-total_assets-06-30-2023", "entity_id": "050136", "metric_name": "total_assets", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "57599266", "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": "050136-total_assets-06-30-2022", "entity_id": "050136", "metric_name": "total_assets", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "103178426", "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": "050136-total_liabilities-06-30-2024", "entity_id": "050136", "metric_name": "total_liabilities", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "12210734", "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": "050136-total_liabilities-06-30-2023", "entity_id": "050136", "metric_name": "total_liabilities", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "13485664", "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": "050136-total_liabilities-06-30-2022", "entity_id": "050136", "metric_name": "total_liabilities", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "17092038", "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": "050136-contract_labor_direct_patient_care-06-30-2024", "entity_id": "050136", "metric_name": "contract_labor_direct_patient_care", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "2369477", "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": "050136-contract_labor_direct_patient_care-06-30-2023", "entity_id": "050136", "metric_name": "contract_labor_direct_patient_care", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "4503339", "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": "050136-contract_labor_direct_patient_care-06-30-2022", "entity_id": "050136", "metric_name": "contract_labor_direct_patient_care", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "6582338", "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": "050136-fte_employees-06-30-2024", "entity_id": "050136", "metric_name": "fte_employees", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "218.45", "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": "050136-fte_employees-06-30-2023", "entity_id": "050136", "metric_name": "fte_employees", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "211.08", "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": "050136-fte_employees-06-30-2022", "entity_id": "050136", "metric_name": "fte_employees", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "216.09", "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": "050136-beds-06-30-2024", "entity_id": "050136", "metric_name": "beds", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "59", "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": "050136-beds-06-30-2023", "entity_id": "050136", "metric_name": "beds", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "58", "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": "050136-beds-06-30-2022", "entity_id": "050136", "metric_name": "beds", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "80", "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": "050136-patient_days-06-30-2024", "entity_id": "050136", "metric_name": "patient_days", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "6637", "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": "050136-patient_days-06-30-2023", "entity_id": "050136", "metric_name": "patient_days", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "9995", "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": "050136-patient_days-06-30-2022", "entity_id": "050136", "metric_name": "patient_days", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "10583", "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": "050136-discharges-06-30-2024", "entity_id": "050136", "metric_name": "discharges", "period_start": "07/01/2023", "period_end": "06/30/2024", "value": "1607", "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": "050136-discharges-06-30-2023", "entity_id": "050136", "metric_name": "discharges", "period_start": "07/01/2022", "period_end": "06/30/2023", "value": "2169", "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": "050136-discharges-06-30-2022", "entity_id": "050136", "metric_name": "discharges", "period_start": "07/01/2021", "period_end": "06/30/2022", "value": "2332", "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": "JAMES DEVORE", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MARWA KILANI", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JUDITH COFFEY", "role": "CORPORATE DIRECTOR", "association_date": "05/26/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MICHAEL HERNANDEZ", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "TROY GIDEON", "role": "W-2 MANAGING EMPLOYEE", "association_date": "10/20/2023", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JUDITH DESMARAIS", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "SUSAN GEORGINO", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "NORCAL HEALTHCONNECT LLC", "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "PROVIDENCE HEALTH & SERVICES - WASHINGTON", "role": "OPERATIONAL/MANAGERIAL CONTROL", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "KATHERINE GRAY", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JOHN ARYANPUR", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "SHELBY ARVESON", "role": "CORPORATE OFFICER", "association_date": "05/30/2024", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "SHELBY ARVESON", "role": "W-2 MANAGING EMPLOYEE", "association_date": "05/30/2024", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JENNIELYNN HOLMES", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "KATHERINE BRODERICK", "role": "CORPORATE OFFICER", "association_date": "08/11/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CHRISTOPHER WILLS", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "ROBERT KAUFFMAN-PICKELLE", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "WESTERN HEALTHCONNECT", "role": "OTHER", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "DONALD ANDERSON", "role": "CORPORATE OFFICER", "association_date": "01/01/2021", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "GREGORY HOFFMAN", "role": "CORPORATE OFFICER", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "ST. JOSEPH HEALTH SYSTEM", "role": "OPERATIONAL/MANAGERIAL CONTROL", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "LAUREEN DRISCOLL", "role": "CORPORATE OFFICER", "association_date": "01/17/2022", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "JOSEPH WILKINS JR.", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "DARIAN HARRIS", "role": "W-2 MANAGING EMPLOYEE", "association_date": "04/26/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "BHARATHA NAOTUNNE", "role": "W-2 MANAGING EMPLOYEE", "association_date": "10/17/2022", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC", "role": "OPERATIONAL/MANAGERIAL CONTROL", "association_date": "01/01/2021", "percentage_ownership": "", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "CHARLES MILLER", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false }, { "organization": "MARGARET CURRAN", "role": "CORPORATE DIRECTOR", "association_date": "01/01/2025", "percentage_ownership": "0", "investment_firm": false, "private_equity_company": false, "holding_company": false, "management_services_company": false, "medical_staffing_company": false } ], "directConnections": [], "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.", "The investment signal does not establish completed private-equity ownership or a pending sale." ], "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": "medium", "nodes": [ { "id": "facility:050136", "label": "PETALUMA VALLEY HOSPITAL", "kind": "hospital", "evidence": "public facility record" }, { "id": "organization:norcal-healthconnect-llc", "label": "NORCAL HEALTHCONNECT LLC", "kind": "portfolio_company_or_operator", "evidence": "research tracker or primary organizational source" }, { "id": "cms-owner:james-devore:0", "label": "JAMES DEVORE", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:marwa-kilani:1", "label": "MARWA KILANI", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:judith-coffey:2", "label": "JUDITH COFFEY", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:michael-hernandez:3", "label": "MICHAEL HERNANDEZ", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:troy-gideon:4", "label": "TROY GIDEON", "kind": "cms_owner_or_controller", "evidence": "W-2 MANAGING EMPLOYEE" }, { "id": "cms-owner:judith-desmarais:5", "label": "JUDITH DESMARAIS", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:susan-georgino:6", "label": "SUSAN GEORGINO", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:norcal-healthconnect-llc:7", "label": "NORCAL HEALTHCONNECT LLC", "kind": "cms_owner_or_controller", "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST" }, { "id": "cms-owner:providence-health-and-services-washington:8", "label": "PROVIDENCE HEALTH & SERVICES - WASHINGTON", "kind": "cms_owner_or_controller", "evidence": "OPERATIONAL/MANAGERIAL CONTROL" }, { "id": "cms-owner:katherine-gray:9", "label": "KATHERINE GRAY", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:john-aryanpur:10", "label": "JOHN ARYANPUR", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:shelby-arveson:11", "label": "SHELBY ARVESON", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:shelby-arveson:12", "label": "SHELBY ARVESON", "kind": "cms_owner_or_controller", "evidence": "W-2 MANAGING EMPLOYEE" }, { "id": "cms-owner:jennielynn-holmes:13", "label": "JENNIELYNN HOLMES", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" }, { "id": "cms-owner:katherine-broderick:14", "label": "KATHERINE BRODERICK", "kind": "cms_owner_or_controller", "evidence": "CORPORATE OFFICER" }, { "id": "cms-owner:christopher-wills:15", "label": "CHRISTOPHER WILLS", "kind": "cms_owner_or_controller", "evidence": "CORPORATE DIRECTOR" } ], "edges": [ { "id": "organization:norcal-healthconnect-llc->facility:050136", "from": "organization:norcal-healthconnect-llc", "to": "facility:050136", "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:james-devore:0->facility:050136", "from": "cms-owner:james-devore:0", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · associated 01/01/2021" }, { "id": "cms-owner:marwa-kilani:1->facility:050136", "from": "cms-owner:marwa-kilani:1", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:judith-coffey:2->facility:050136", "from": "cms-owner:judith-coffey:2", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · associated 05/26/2021" }, { "id": "cms-owner:michael-hernandez:3->facility:050136", "from": "cms-owner:michael-hernandez:3", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:troy-gideon:4->facility:050136", "from": "cms-owner:troy-gideon:4", "to": "facility:050136", "relationship": "is associated with", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 10/20/2023" }, { "id": "cms-owner:judith-desmarais:5->facility:050136", "from": "cms-owner:judith-desmarais:5", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:susan-georgino:6->facility:050136", "from": "cms-owner:susan-georgino:6", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:norcal-healthconnect-llc:7->facility:050136", "from": "cms-owner:norcal-healthconnect-llc:7", "to": "facility:050136", "relationship": "owns an interest in", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · associated 01/01/2021" }, { "id": "cms-owner:providence-health-and-services-washington:8->facility:050136", "from": "cms-owner:providence-health-and-services-washington:8", "to": "facility:050136", "relationship": "controls or manages", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 01/01/2021" }, { "id": "cms-owner:katherine-gray:9->facility:050136", "from": "cms-owner:katherine-gray:9", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:john-aryanpur:10->facility:050136", "from": "cms-owner:john-aryanpur:10", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · associated 01/01/2021" }, { "id": "cms-owner:shelby-arveson:11->facility:050136", "from": "cms-owner:shelby-arveson:11", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 05/30/2024" }, { "id": "cms-owner:shelby-arveson:12->facility:050136", "from": "cms-owner:shelby-arveson:12", "to": "facility:050136", "relationship": "is associated with", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 05/30/2024" }, { "id": "cms-owner:jennielynn-holmes:13->facility:050136", "from": "cms-owner:jennielynn-holmes:13", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" }, { "id": "cms-owner:katherine-broderick:14->facility:050136", "from": "cms-owner:katherine-broderick:14", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE OFFICER · 0% reported ownership · associated 08/11/2025" }, { "id": "cms-owner:christopher-wills:15->facility:050136", "from": "cms-owner:christopher-wills:15", "to": "facility:050136", "relationship": "governs", "confidence": "high", "sourceIds": [ "source-cms-hospital-all-owners" ], "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025" } ], "caveats": [ "CMS owner rows establish enrolled legal ownership or control roles; they do not always name the ultimate financial sponsor." ] }, "descriptiveTrends": [ { "metric": "net_patient_revenue", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 89385985, "latestValue": 83561775, "absoluteChange": -5824210, "percentChange": -6.515797750620525, "unit": "USD" }, { "metric": "operating_expense", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 102236310, "latestValue": 95309171, "absoluteChange": -6927139, "percentChange": -6.775615238852028, "unit": "USD" }, { "metric": "net_income", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": -10129800, "latestValue": -11045228, "absoluteChange": -915428, "percentChange": -9.036979999605126, "unit": "USD" }, { "metric": "total_assets", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 103178426, "latestValue": 6433132, "absoluteChange": -96745294, "percentChange": -93.76504154075775, "unit": "USD" }, { "metric": "total_liabilities", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 17092038, "latestValue": 12210734, "absoluteChange": -4881304, "percentChange": -28.558934867802186, "unit": "USD" }, { "metric": "contract_labor_direct_patient_care", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 6582338, "latestValue": 2369477, "absoluteChange": -4212861, "percentChange": -64.00250184660831, "unit": "USD" }, { "metric": "fte_employees", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 216.09, "latestValue": 218.45, "absoluteChange": 2.359999999999985, "percentChange": 1.0921375352862166, "unit": "FTE" }, { "metric": "beds", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 80, "latestValue": 59, "absoluteChange": -21, "percentChange": -26.25, "unit": "beds" }, { "metric": "patient_days", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 10583, "latestValue": 6637, "absoluteChange": -3946, "percentChange": -37.2862137390154, "unit": "days" }, { "metric": "discharges", "earliestPeriod": "06/30/2022", "latestPeriod": "06/30/2024", "earliestValue": 2332, "latestValue": 1607, "absoluteChange": -725, "percentChange": -31.089193825042884, "unit": "discharges" } ] }