{
  "schemaVersion": 3,
  "entityId": "180016",
  "canonicalName": "UOFL HEALTH - SHELBYVILLE HOSPITAL",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "UOFL HEALTH - SHELBYVILLE 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": "180016",
    "npi": "1497397053",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "UOFL HEALTH-SHELBYVILLE INC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-kentuckyonehealth-180016",
      "from_entity_id": "Kentuckyonehealth",
      "to_entity_id": "180016",
      "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": "Kentuckyonehealth 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": [],
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      "unit": "USD",
      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
    },
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      "period_end": "06/30/2023",
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      "unit": "USD",
      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
    },
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      "metric_id": "180016-net_patient_revenue-06-30-2022",
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      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
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      "entity_id": "180016",
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      "period_start": "07/01/2023",
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      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
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      "unit": "USD",
      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
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      "metric_id": "180016-operating_expense-06-30-2022",
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      "entity_id": "180016",
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      "investment_firm": false,
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      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "STEPHEN MEADOR",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2024",
      "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: Kentuckyonehealth."
  ],
  "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:180016",
        "label": "UOFL HEALTH - SHELBYVILLE HOSPITAL",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:university-of-louisville",
        "label": "UNIVERSITY OF LOUISVILLE",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:ronald-caughron:0",
        "label": "RONALD CAUGHRON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:gary-walls:1",
        "label": "GARY WALLS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kenneth-marshall:2",
        "label": "KENNETH MARSHALL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:troy-rawlins:3",
        "label": "TROY RAWLINS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jason-smith:4",
        "label": "JASON SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:jason-smith:5",
        "label": "JASON SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:uofl-health-inc:6",
        "label": "UOFL HEALTH, INC.",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:kenneth-gardner:7",
        "label": "KENNETH GARDNER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:university-of-louisville:8",
        "label": "UNIVERSITY OF LOUISVILLE",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:kirk-strack:9",
        "label": "KIRK STRACK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:kirk-strack:10",
        "label": "KIRK STRACK",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:patrick-hargadon:11",
        "label": "PATRICK HARGADON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:valerie-briones-pryor:12",
        "label": "VALERIE BRIONES-PRYOR",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:janice-harris:13",
        "label": "JANICE HARRIS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:andrew-duffee:14",
        "label": "ANDREW DUFFEE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:ray-leathers:15",
        "label": "RAY LEATHERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:university-of-louisville->facility:180016",
        "from": "organization:university-of-louisville",
        "to": "facility:180016",
        "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:ronald-caughron:0->facility:180016",
        "from": "cms-owner:ronald-caughron:0",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:gary-walls:1->facility:180016",
        "from": "cms-owner:gary-walls:1",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:kenneth-marshall:2->facility:180016",
        "from": "cms-owner:kenneth-marshall:2",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 11/01/2019"
      },
      {
        "id": "cms-owner:troy-rawlins:3->facility:180016",
        "from": "cms-owner:troy-rawlins:3",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:jason-smith:4->facility:180016",
        "from": "cms-owner:jason-smith:4",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 07/01/2025"
      },
      {
        "id": "cms-owner:jason-smith:5->facility:180016",
        "from": "cms-owner:jason-smith:5",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2025"
      },
      {
        "id": "cms-owner:uofl-health-inc:6->facility:180016",
        "from": "cms-owner:uofl-health-inc:6",
        "to": "facility:180016",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 11/01/2019"
      },
      {
        "id": "cms-owner:kenneth-gardner:7->facility:180016",
        "from": "cms-owner:kenneth-gardner:7",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:university-of-louisville:8->facility:180016",
        "from": "cms-owner:university-of-louisville:8",
        "to": "facility:180016",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 11/01/2019"
      },
      {
        "id": "cms-owner:kirk-strack:9->facility:180016",
        "from": "cms-owner:kirk-strack:9",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 07/31/2023"
      },
      {
        "id": "cms-owner:kirk-strack:10->facility:180016",
        "from": "cms-owner:kirk-strack:10",
        "to": "facility:180016",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 07/01/2025"
      },
      {
        "id": "cms-owner:patrick-hargadon:11->facility:180016",
        "from": "cms-owner:patrick-hargadon:11",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:valerie-briones-pryor:12->facility:180016",
        "from": "cms-owner:valerie-briones-pryor:12",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:janice-harris:13->facility:180016",
        "from": "cms-owner:janice-harris:13",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:andrew-duffee:14->facility:180016",
        "from": "cms-owner:andrew-duffee:14",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:ray-leathers:15->facility:180016",
        "from": "cms-owner:ray-leathers:15",
        "to": "facility:180016",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      }
    ],
    "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": 32016299,
      "latestValue": 36599604,
      "absoluteChange": 4583305,
      "percentChange": 14.315536595906977,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 35034619,
      "latestValue": 42689493,
      "absoluteChange": 7654874,
      "percentChange": 21.84945696141294,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": -1970329,
      "latestValue": -5910645,
      "absoluteChange": -3940316,
      "percentChange": -199.98264249270045,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 10885795,
      "latestValue": 14795214,
      "absoluteChange": 3909419,
      "percentChange": 35.913031615972926,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 8192681,
      "latestValue": 6997578,
      "absoluteChange": -1195103,
      "percentChange": -14.587447015207841,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1339884,
      "latestValue": 347726,
      "absoluteChange": -992158,
      "percentChange": -74.04805192091256,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 145.13,
      "latestValue": 162.42,
      "absoluteChange": 17.289999999999992,
      "percentChange": 11.913456900709704,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 32,
      "latestValue": 32,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 3614,
      "latestValue": 3246,
      "absoluteChange": -368,
      "percentChange": -10.18262313226342,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1047,
      "latestValue": 1151,
      "absoluteChange": 104,
      "percentChange": 9.933142311365808,
      "unit": "discharges"
    }
  ]
}
