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  "schemaVersion": 3,
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  "canonicalName": "BARTOW REGIONAL MEDICAL CENTER",
  "status": "signal",
  "statusLabel": "Documented investment signal",
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  "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,
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    "publication_decision": "Meets the Phase 3 publication standard for its displayed status"
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    "npi": "1558734095",
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      "end_date": "",
      "announcement_date": "",
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      "confidence": "medium",
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      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JANICE POLO",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "03/01/2017",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SUSAN LATVALA",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "THOMAS INZINA",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "01/01/2016",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MARION ALBANESE",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BAYCARE HEALTH SYSTEM, INC.",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "10/15/2015",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DAVID MORROW",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KAREN KERR",
      "role": "CORPORATE OFFICER",
      "association_date": "02/25/2019",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ALAN BOMSTEIN",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ROBERT BURWELL",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CHARLES OSTERHOLT",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "YVONNE FRY",
      "role": "CORPORATE DIRECTOR",
      "association_date": "02/01/2022",
      "percentage_ownership": "",
      "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: Baycare."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "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:100121",
        "label": "BARTOW REGIONAL MEDICAL CENTER",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:baycare-health-system",
        "label": "BayCare Health System",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:james-cantonis:0",
        "label": "JAMES CANTONIS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:katherine-cole:1",
        "label": "KATHERINE COLE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kimberly-guy:2",
        "label": "KIMBERLY GUY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:kimberly-guy:3",
        "label": "KIMBERLY GUY",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:patricia-shirley:4",
        "label": "PATRICIA SHIRLEY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:tracy-halme:5",
        "label": "TRACY HALME",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:donna-lancaster:6",
        "label": "DONNA LANCASTER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jorge-navas:7",
        "label": "JORGE NAVAS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:rena-upshaw-frazier:8",
        "label": "RENA UPSHAW-FRAZIER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lynda-gorken:9",
        "label": "LYNDA GORKEN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:lynda-gorken:10",
        "label": "LYNDA GORKEN",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:hugh-campbell:11",
        "label": "HUGH CAMPBELL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:ricardo-colon:12",
        "label": "RICARDO COLON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kurt-erickson:13",
        "label": "KURT ERICKSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:rafael-garcia:14",
        "label": "RAFAEL GARCIA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:cathy-swanson:15",
        "label": "CATHY SWANSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:baycare-health-system->facility:100121",
        "from": "organization:baycare-health-system",
        "to": "facility:100121",
        "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-cantonis:0->facility:100121",
        "from": "cms-owner:james-cantonis:0",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:katherine-cole:1->facility:100121",
        "from": "cms-owner:katherine-cole:1",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:kimberly-guy:2->facility:100121",
        "from": "cms-owner:kimberly-guy:2",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/14/2022"
      },
      {
        "id": "cms-owner:kimberly-guy:3->facility:100121",
        "from": "cms-owner:kimberly-guy:3",
        "to": "facility:100121",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 10/14/2022"
      },
      {
        "id": "cms-owner:patricia-shirley:4->facility:100121",
        "from": "cms-owner:patricia-shirley:4",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:tracy-halme:5->facility:100121",
        "from": "cms-owner:tracy-halme:5",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:donna-lancaster:6->facility:100121",
        "from": "cms-owner:donna-lancaster:6",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:jorge-navas:7->facility:100121",
        "from": "cms-owner:jorge-navas:7",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:rena-upshaw-frazier:8->facility:100121",
        "from": "cms-owner:rena-upshaw-frazier:8",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:lynda-gorken:9->facility:100121",
        "from": "cms-owner:lynda-gorken:9",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 03/01/2022"
      },
      {
        "id": "cms-owner:lynda-gorken:10->facility:100121",
        "from": "cms-owner:lynda-gorken:10",
        "to": "facility:100121",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 01/01/2016"
      },
      {
        "id": "cms-owner:hugh-campbell:11->facility:100121",
        "from": "cms-owner:hugh-campbell:11",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:ricardo-colon:12->facility:100121",
        "from": "cms-owner:ricardo-colon:12",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:kurt-erickson:13->facility:100121",
        "from": "cms-owner:kurt-erickson:13",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:rafael-garcia:14->facility:100121",
        "from": "cms-owner:rafael-garcia:14",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      },
      {
        "id": "cms-owner:cathy-swanson:15->facility:100121",
        "from": "cms-owner:cathy-swanson:15",
        "to": "facility:100121",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 02/01/2022"
      }
    ],
    "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": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 87070363,
      "latestValue": 102454589,
      "absoluteChange": 15384226,
      "percentChange": 17.668728451264183,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 75255400,
      "latestValue": 87803165,
      "absoluteChange": 12547765,
      "percentChange": 16.673574255136508,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 13317391,
      "latestValue": 15803994,
      "absoluteChange": 2486603,
      "percentChange": 18.67184796181174,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 115666137,
      "latestValue": 144205155,
      "absoluteChange": 28539018,
      "percentChange": 24.673615580331866,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 7002735,
      "latestValue": 5353839,
      "absoluteChange": -1648896,
      "percentChange": -23.546457205648935,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 4011013,
      "latestValue": 1194512,
      "absoluteChange": -2816501,
      "percentChange": -70.21919400410819,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 331.24,
      "latestValue": 394,
      "absoluteChange": 62.75999999999999,
      "percentChange": 18.94698707885521,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 72,
      "latestValue": 72,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 15035,
      "latestValue": 12576,
      "absoluteChange": -2459,
      "percentChange": -16.355171267043563,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 3377,
      "latestValue": 3283,
      "absoluteChange": -94,
      "percentChange": -2.783535682558484,
      "unit": "discharges"
    }
  ]
}
