{
  "schemaVersion": 3,
  "entityId": "100062",
  "canonicalName": "ADVENTHEALTH OCALA",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "ADVENTHEALTH OCALA 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": "100062",
    "npi": "1740772268",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "FLORIDA HOSPITAL OCALA INC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "ADVENTHEALTH OCALA",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-adventhealth-100062",
      "from_entity_id": "AdventHealth",
      "to_entity_id": "100062",
      "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": "AdventHealth 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": "100062-net_patient_revenue-09-30-2023",
      "entity_id": "100062",
      "metric_name": "net_patient_revenue",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "437075762",
      "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": "100062-net_patient_revenue-09-30-2021",
      "entity_id": "100062",
      "metric_name": "net_patient_revenue",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "367375733",
      "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": "100062-net_patient_revenue-09-30-2020",
      "entity_id": "100062",
      "metric_name": "net_patient_revenue",
      "period_start": "10/01/2019",
      "period_end": "09/30/2020",
      "value": "311629002",
      "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": "100062-operating_expense-09-30-2023",
      "entity_id": "100062",
      "metric_name": "operating_expense",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "432396233",
      "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": "100062-operating_expense-09-30-2022",
      "entity_id": "100062",
      "metric_name": "operating_expense",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "411874085",
      "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": "100062-operating_expense-09-30-2021",
      "entity_id": "100062",
      "metric_name": "operating_expense",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "360405467",
      "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": "100062-net_income-09-30-2023",
      "entity_id": "100062",
      "metric_name": "net_income",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "11185317",
      "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": "100062-net_income-09-30-2022",
      "entity_id": "100062",
      "metric_name": "net_income",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "-411874085",
      "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": "100062-net_income-09-30-2021",
      "entity_id": "100062",
      "metric_name": "net_income",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "26748028",
      "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": "100062-total_assets-09-30-2023",
      "entity_id": "100062",
      "metric_name": "total_assets",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "277184088",
      "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": "100062-total_assets-09-30-2021",
      "entity_id": "100062",
      "metric_name": "total_assets",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "327624389",
      "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": "100062-total_assets-09-30-2020",
      "entity_id": "100062",
      "metric_name": "total_assets",
      "period_start": "10/01/2019",
      "period_end": "09/30/2020",
      "value": "290217347",
      "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": "100062-total_liabilities-09-30-2023",
      "entity_id": "100062",
      "metric_name": "total_liabilities",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "136115599",
      "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": "100062-total_liabilities-09-30-2021",
      "entity_id": "100062",
      "metric_name": "total_liabilities",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "183494859",
      "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": "100062-total_liabilities-09-30-2020",
      "entity_id": "100062",
      "metric_name": "total_liabilities",
      "period_start": "10/01/2019",
      "period_end": "09/30/2020",
      "value": "171639949",
      "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": "100062-contract_labor_direct_patient_care-09-30-2023",
      "entity_id": "100062",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "8413407",
      "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": "100062-contract_labor_direct_patient_care-09-30-2021",
      "entity_id": "100062",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "25617753",
      "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": "100062-contract_labor_direct_patient_care-09-30-2020",
      "entity_id": "100062",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "10/01/2019",
      "period_end": "09/30/2020",
      "value": "5358079",
      "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": "100062-fte_employees-09-30-2023",
      "entity_id": "100062",
      "metric_name": "fte_employees",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "1727.84",
      "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": "100062-fte_employees-09-30-2022",
      "entity_id": "100062",
      "metric_name": "fte_employees",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "1588.43",
      "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": "100062-fte_employees-09-30-2021",
      "entity_id": "100062",
      "metric_name": "fte_employees",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "1511.37",
      "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": "100062-beds-09-30-2023",
      "entity_id": "100062",
      "metric_name": "beds",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "351",
      "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": "100062-beds-09-30-2022",
      "entity_id": "100062",
      "metric_name": "beds",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "385",
      "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": "100062-beds-09-30-2021",
      "entity_id": "100062",
      "metric_name": "beds",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "385",
      "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": "100062-patient_days-09-30-2023",
      "entity_id": "100062",
      "metric_name": "patient_days",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "91688",
      "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": "100062-patient_days-09-30-2022",
      "entity_id": "100062",
      "metric_name": "patient_days",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "84663",
      "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": "100062-patient_days-09-30-2021",
      "entity_id": "100062",
      "metric_name": "patient_days",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "90909",
      "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": "100062-discharges-09-30-2023",
      "entity_id": "100062",
      "metric_name": "discharges",
      "period_start": "10/01/2022",
      "period_end": "09/30/2023",
      "value": "19004",
      "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": "100062-discharges-09-30-2022",
      "entity_id": "100062",
      "metric_name": "discharges",
      "period_start": "10/01/2021",
      "period_end": "09/30/2022",
      "value": "18024",
      "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": "100062-discharges-09-30-2021",
      "entity_id": "100062",
      "metric_name": "discharges",
      "period_start": "10/01/2020",
      "period_end": "09/30/2021",
      "value": "17316",
      "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": "DAVID OTTATI",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/01/2021",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "NATHAN THOMASON",
      "role": "CONTRACTED MANAGING EMPLOYEE",
      "association_date": "04/01/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "NATHAN THOMASON",
      "role": "CORPORATE OFFICER",
      "association_date": "04/03/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "NATHAN THOMASON",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "04/01/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JEFFREY GRAFF",
      "role": "CORPORATE OFFICER",
      "association_date": "12/06/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "RUSTY BRANSON",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/10/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "THOMAS WERNER",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/13/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ABEL BIRI",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/13/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DOUGLAS MURPHY",
      "role": "CORPORATE DIRECTOR",
      "association_date": "08/22/2024",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DON BOVELL",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/06/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "COREY POOL",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/13/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CURT BROMUND",
      "role": "CORPORATE DIRECTOR",
      "association_date": "08/26/2021",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MICHAEL SAUNDERS",
      "role": "CORPORATE OFFICER",
      "association_date": "06/04/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ROBERT COLEN",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ERIKA SKULLA",
      "role": "CONTRACTED MANAGING EMPLOYEE",
      "association_date": "04/06/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ERIKA SKULLA",
      "role": "CORPORATE OFFICER",
      "association_date": "04/06/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ERIKA SKULLA",
      "role": "CORPORATE DIRECTOR",
      "association_date": "04/06/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ERIKA SKULLA",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "04/06/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "12/14/2017",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "THOMAS HAMILTON",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/13/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "AMANDA BRADY",
      "role": "CORPORATE OFFICER",
      "association_date": "02/27/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TONI BERRIOS",
      "role": "CORPORATE OFFICER",
      "association_date": "08/25/2022",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "RONALD EWERS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/13/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "HANEY VINCENT",
      "role": "CORPORATE OFFICER",
      "association_date": "12/09/2021",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CHARLES FAIRBANKS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "08/21/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DAVID HUFFMAN",
      "role": "CORPORATE OFFICER",
      "association_date": "02/27/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MICHAEL MURRILL",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/14/2023",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "LYNN ADDISCOTT",
      "role": "CORPORATE OFFICER",
      "association_date": "06/04/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JOSEPH DONNELLY",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/06/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VADYM DIDENKO",
      "role": "CORPORATE OFFICER",
      "association_date": "12/14/2017",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VADYM DIDENKO",
      "role": "CORPORATE DIRECTOR",
      "association_date": "12/14/2017",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "NARSING RAO",
      "role": "CORPORATE DIRECTOR",
      "association_date": "04/04/2024",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JAMES SANTANA",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "01/01/2022",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BEVERLY MORGAN",
      "role": "CORPORATE OFFICER",
      "association_date": "08/21/2025",
      "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: AdventHealth."
  ],
  "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:100062",
        "label": "ADVENTHEALTH OCALA",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:adventist-health-system-sunbelt-healthcare-corporation",
        "label": "ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:david-ottati:0",
        "label": "DAVID OTTATI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:nathan-thomason:1",
        "label": "NATHAN THOMASON",
        "kind": "cms_owner_or_controller",
        "evidence": "CONTRACTED MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:nathan-thomason:2",
        "label": "NATHAN THOMASON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:nathan-thomason:3",
        "label": "NATHAN THOMASON",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:jeffrey-graff:4",
        "label": "JEFFREY GRAFF",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:rusty-branson:5",
        "label": "RUSTY BRANSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:thomas-werner:6",
        "label": "THOMAS WERNER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:abel-biri:7",
        "label": "ABEL BIRI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:douglas-murphy:8",
        "label": "DOUGLAS MURPHY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:don-bovell:9",
        "label": "DON BOVELL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:corey-pool:10",
        "label": "COREY POOL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:curt-bromund:11",
        "label": "CURT BROMUND",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:michael-saunders:12",
        "label": "MICHAEL SAUNDERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:robert-colen:13",
        "label": "ROBERT COLEN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:erika-skulla:14",
        "label": "ERIKA SKULLA",
        "kind": "cms_owner_or_controller",
        "evidence": "CONTRACTED MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:erika-skulla:15",
        "label": "ERIKA SKULLA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      }
    ],
    "edges": [
      {
        "id": "organization:adventist-health-system-sunbelt-healthcare-corporation->facility:100062",
        "from": "organization:adventist-health-system-sunbelt-healthcare-corporation",
        "to": "facility:100062",
        "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-ottati:0->facility:100062",
        "from": "cms-owner:david-ottati:0",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 12/01/2021"
      },
      {
        "id": "cms-owner:nathan-thomason:1->facility:100062",
        "from": "cms-owner:nathan-thomason:1",
        "to": "facility:100062",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CONTRACTED MANAGING EMPLOYEE · 0% reported ownership · associated 04/01/2025"
      },
      {
        "id": "cms-owner:nathan-thomason:2->facility:100062",
        "from": "cms-owner:nathan-thomason:2",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 04/03/2025"
      },
      {
        "id": "cms-owner:nathan-thomason:3->facility:100062",
        "from": "cms-owner:nathan-thomason:3",
        "to": "facility:100062",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · 0% reported ownership · associated 04/01/2025"
      },
      {
        "id": "cms-owner:jeffrey-graff:4->facility:100062",
        "from": "cms-owner:jeffrey-graff:4",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 12/06/2018"
      },
      {
        "id": "cms-owner:rusty-branson:5->facility:100062",
        "from": "cms-owner:rusty-branson:5",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 12/10/2020"
      },
      {
        "id": "cms-owner:thomas-werner:6->facility:100062",
        "from": "cms-owner:thomas-werner:6",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 09/13/2018"
      },
      {
        "id": "cms-owner:abel-biri:7->facility:100062",
        "from": "cms-owner:abel-biri:7",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 09/13/2018"
      },
      {
        "id": "cms-owner:douglas-murphy:8->facility:100062",
        "from": "cms-owner:douglas-murphy:8",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 08/22/2024"
      },
      {
        "id": "cms-owner:don-bovell:9->facility:100062",
        "from": "cms-owner:don-bovell:9",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 12/06/2018"
      },
      {
        "id": "cms-owner:corey-pool:10->facility:100062",
        "from": "cms-owner:corey-pool:10",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 09/13/2018"
      },
      {
        "id": "cms-owner:curt-bromund:11->facility:100062",
        "from": "cms-owner:curt-bromund:11",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 08/26/2021"
      },
      {
        "id": "cms-owner:michael-saunders:12->facility:100062",
        "from": "cms-owner:michael-saunders:12",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 06/04/2020"
      },
      {
        "id": "cms-owner:robert-colen:13->facility:100062",
        "from": "cms-owner:robert-colen:13",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2023"
      },
      {
        "id": "cms-owner:erika-skulla:14->facility:100062",
        "from": "cms-owner:erika-skulla:14",
        "to": "facility:100062",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CONTRACTED MANAGING EMPLOYEE · 0% reported ownership · associated 04/06/2023"
      },
      {
        "id": "cms-owner:erika-skulla:15->facility:100062",
        "from": "cms-owner:erika-skulla:15",
        "to": "facility:100062",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 04/06/2023"
      }
    ],
    "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": "09/30/2020",
      "latestPeriod": "09/30/2023",
      "earliestValue": 311629002,
      "latestValue": 437075762,
      "absoluteChange": 125446760,
      "percentChange": 40.25516213025641,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 360405467,
      "latestValue": 432396233,
      "absoluteChange": 71990766,
      "percentChange": 19.974937283623394,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 26748028,
      "latestValue": 11185317,
      "absoluteChange": -15562711,
      "percentChange": -58.18264808157072,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "09/30/2020",
      "latestPeriod": "09/30/2023",
      "earliestValue": 290217347,
      "latestValue": 277184088,
      "absoluteChange": -13033259,
      "percentChange": -4.490861464597428,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "09/30/2020",
      "latestPeriod": "09/30/2023",
      "earliestValue": 171639949,
      "latestValue": 136115599,
      "absoluteChange": -35524350,
      "percentChange": -20.697017335981613,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "09/30/2020",
      "latestPeriod": "09/30/2023",
      "earliestValue": 5358079,
      "latestValue": 8413407,
      "absoluteChange": 3055328,
      "percentChange": 57.02282478477828,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 1511.37,
      "latestValue": 1727.84,
      "absoluteChange": 216.47000000000003,
      "percentChange": 14.322766761282812,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 385,
      "latestValue": 351,
      "absoluteChange": -34,
      "percentChange": -8.831168831168831,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 90909,
      "latestValue": 91688,
      "absoluteChange": 779,
      "percentChange": 0.8569008569008569,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "09/30/2021",
      "latestPeriod": "09/30/2023",
      "earliestValue": 17316,
      "latestValue": 19004,
      "absoluteChange": 1688,
      "percentChange": 9.748209748209748,
      "unit": "discharges"
    }
  ]
}
