{
  "schemaVersion": 3,
  "entityId": "100012",
  "canonicalName": "LEE MEMORIAL HOSPITAL",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "LEE MEMORIAL 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"
  },
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    "npi": "1427806025",
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      },
      {
        "alias": "LEE MEMORIAL HOSPITAL",
        "alias_type": "cms_dba",
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      "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": "Leehealth 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."
    }
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    {
      "organization": "STEPHEN BROWN",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/16/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DONNA CLARKE",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/16/2025",
      "percentage_ownership": "0",
      "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: Leehealth."
  ],
  "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"
  ],
  "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:100012",
        "label": "LEE MEMORIAL HOSPITAL",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:lee-health",
        "label": "Lee Health",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:david-collins:0",
        "label": "DAVID COLLINS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lawrence-antonucci:1",
        "label": "LAWRENCE ANTONUCCI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:nancy-mcgovern:2",
        "label": "NANCY MCGOVERN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:peter-andruszkiewicz:3",
        "label": "PETER ANDRUSZKIEWICZ",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:diane-champion:4",
        "label": "DIANE CHAMPION",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:therese-everly:5",
        "label": "THERESE EVERLY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:samira-beckwith:6",
        "label": "SAMIRA BECKWITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:david-pryor:7",
        "label": "DAVID PRYOR",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:joeseph-catti:8",
        "label": "JOESEPH CATTI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kathy-bridge-liles:9",
        "label": "KATHY BRIDGE-LILES",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:david-klein:10",
        "label": "DAVID KLEIN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:dane-allen:11",
        "label": "DANE ALLEN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:diana-katich:12",
        "label": "DIANA KATICH",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:william-gruver:13",
        "label": "WILLIAM GRUVER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:benjamin-spence:14",
        "label": "BENJAMIN SPENCE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:stephen-brown:15",
        "label": "STEPHEN BROWN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:lee-health->facility:100012",
        "from": "organization:lee-health",
        "to": "facility:100012",
        "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:david-collins:0->facility:100012",
        "from": "cms-owner:david-collins:0",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:lawrence-antonucci:1->facility:100012",
        "from": "cms-owner:lawrence-antonucci:1",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/01/2024"
      },
      {
        "id": "cms-owner:nancy-mcgovern:2->facility:100012",
        "from": "cms-owner:nancy-mcgovern:2",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 11/01/2024"
      },
      {
        "id": "cms-owner:peter-andruszkiewicz:3->facility:100012",
        "from": "cms-owner:peter-andruszkiewicz:3",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:diane-champion:4->facility:100012",
        "from": "cms-owner:diane-champion:4",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:therese-everly:5->facility:100012",
        "from": "cms-owner:therese-everly:5",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:samira-beckwith:6->facility:100012",
        "from": "cms-owner:samira-beckwith:6",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 08/14/2025"
      },
      {
        "id": "cms-owner:david-pryor:7->facility:100012",
        "from": "cms-owner:david-pryor:7",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 08/14/2025"
      },
      {
        "id": "cms-owner:joeseph-catti:8->facility:100012",
        "from": "cms-owner:joeseph-catti:8",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:kathy-bridge-liles:9->facility:100012",
        "from": "cms-owner:kathy-bridge-liles:9",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:david-klein:10->facility:100012",
        "from": "cms-owner:david-klein:10",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:dane-allen:11->facility:100012",
        "from": "cms-owner:dane-allen:11",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 11/01/2024"
      },
      {
        "id": "cms-owner:diana-katich:12->facility:100012",
        "from": "cms-owner:diana-katich:12",
        "to": "facility:100012",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 11/01/2024"
      },
      {
        "id": "cms-owner:william-gruver:13->facility:100012",
        "from": "cms-owner:william-gruver:13",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      },
      {
        "id": "cms-owner:benjamin-spence:14->facility:100012",
        "from": "cms-owner:benjamin-spence:14",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/01/2024"
      },
      {
        "id": "cms-owner:stephen-brown:15->facility:100012",
        "from": "cms-owner:stephen-brown:15",
        "to": "facility:100012",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/16/2025"
      }
    ],
    "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": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 1191987787,
      "latestValue": 1305350417,
      "absoluteChange": 113362630,
      "percentChange": 9.510385193233528,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 913253956,
      "latestValue": 1102737888,
      "absoluteChange": 189483932,
      "percentChange": 20.74821912953203,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 503745172,
      "latestValue": 311804727,
      "absoluteChange": -191940445,
      "percentChange": -38.1026867687776,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 2686929000,
      "latestValue": 2855116000,
      "absoluteChange": 168187000,
      "percentChange": 6.259450845184224,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 1205196524,
      "latestValue": 1436925000,
      "absoluteChange": 231728476,
      "percentChange": 19.22744310868922,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 18318645,
      "latestValue": 32625270,
      "absoluteChange": 14306625,
      "percentChange": 78.09870762821159,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 5564,
      "latestValue": 6050,
      "absoluteChange": 486,
      "percentChange": 8.73472322070453,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 768,
      "latestValue": 746,
      "absoluteChange": -22,
      "percentChange": -2.864583333333333,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 185691,
      "latestValue": 160695,
      "absoluteChange": -24996,
      "percentChange": -13.46107242677351,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 42715,
      "latestValue": 39174,
      "absoluteChange": -3541,
      "percentChange": -8.289827929298841,
      "unit": "discharges"
    }
  ]
}
