{
  "schemaVersion": 3,
  "entityId": "271328",
  "canonicalName": "LOGAN HEALTH - SHELBY",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "LOGAN HEALTH - SHELBY 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": "1497742415",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "LOGAN HEALTH - SHELBY",
        "alias_type": "cms_legal_name",
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      }
    ]
  },
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    {
      "relationship_id": "rel-reportedowner-271328",
      "from_entity_id": "reported owner",
      "to_entity_id": "271328",
      "relationship_type": "venture_backing",
      "effective_date": "",
      "end_date": "",
      "announcement_date": "",
      "status": "signal",
      "confidence": "medium",
      "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker",
      "plain_english_summary": "undefined is reported as an investment backer; this is not treated as a completed ownership claim.",
      "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker."
    }
  ],
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      "role": "CORPORATE OFFICER",
      "association_date": "01/06/2025",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CRAIG BARTHOLOMEW",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VICKI NEWMILLER",
      "role": "CORPORATE OFFICER",
      "association_date": "04/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VICKI NEWMILLER",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "04/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "WILLIAM GIBSON",
      "role": "CORPORATE OFFICER",
      "association_date": "05/09/2021",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MICHAEL GOGUEN",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MICHELLE HARRIS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KEITH COOK",
      "role": "CORPORATE DIRECTOR",
      "association_date": "09/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    }
  ],
  "directConnections": [],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "CMS corroborates an enrolled ownership chain, but its owner names do not independently reproduce every sponsor or portfolio-company name from the tracker.",
    "The investment signal does not establish completed private-equity ownership or a pending sale."
  ],
  "unavailableFields": [
    "Precise acquisition date",
    "Official facility URL"
  ],
  "sources": [
    {
      "source_id": "source-hifld-hospitals",
      "title": "Hospitals RAPT",
      "publisher": "Homeland Infrastructure Foundation-Level Data",
      "publication_date": "current public layer",
      "retrieved_at": "2026-06-22",
      "url": "https://hifld-geoplatform.hub.arcgis.com/datasets/geoplatform::hospitals/about",
      "reliability_tier": "government",
      "research_note": "Used for facility location and basic identity context; it does not establish private-equity ownership.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-pesp-hospital-tracker",
      "title": "Private Equity Hospital Tracker",
      "publisher": "Private Equity Stakeholder Project",
      "publication_date": "2026-04-03 snapshot",
      "retrieved_at": "2026-06-22",
      "url": "https://pestakeholder.org/private-equity-hospital-tracker/",
      "reliability_tier": "research",
      "research_note": "Discovery and ownership-chain baseline. A red public status also requires independent corroboration in this dossier.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-hospital-enrollments",
      "title": "Hospital Enrollments",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2026-05-01",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-enrollments",
      "reliability_tier": "government",
      "research_note": "Used to corroborate current enrollment identity, legal name, DBA, CCN, NPI, and location.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-hospital-all-owners",
      "title": "Hospital All Owners",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2026-05-01",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-all-owners",
      "reliability_tier": "government",
      "research_note": "Used to corroborate direct or indirect ownership, control, holding-company, investment-firm, and security-interest records.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-hcris",
      "title": "Hospital Provider Cost Reports",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2015–2024",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-compliance/cost-reports/hospital-provider-cost-report",
      "reliability_tier": "government",
      "research_note": "Financial, staffing, and utilization values. These descriptive measures do not establish causation.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-care-compare",
      "title": "Hospital General Information",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2026",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-data/dataset/xubh-q36u",
      "reliability_tier": "government",
      "research_note": "Used for current facility identity, hospital type, ownership category, and overall rating when available.",
      "source_type": "public_record"
    }
  ],
  "ownershipChain": {
    "model": "Sponsor, operator, CMS legal-owner/control records, and facility are shown as separate evidence layers.",
    "confidence": "medium",
    "nodes": [
      {
        "id": "facility:271328",
        "label": "LOGAN HEALTH - SHELBY",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:mtwy-health",
        "label": "MTWY HEALTH",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:kevin-abel:0",
        "label": "KEVIN ABEL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:kevin-abel:1",
        "label": "KEVIN ABEL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:mary-harwood:2",
        "label": "MARY HARWOOD",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:anna-robbins:3",
        "label": "ANNA ROBBINS",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:anna-robbins:4",
        "label": "ANNA ROBBINS",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:justin-ott:5",
        "label": "JUSTIN OTT",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:shannon-mcallister:6",
        "label": "SHANNON MCALLISTER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jade-goroski:7",
        "label": "JADE GOROSKI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:heidi-duncan:8",
        "label": "HEIDI DUNCAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:melissa-kaptanian:9",
        "label": "MELISSA KAPTANIAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:ellen-layton:10",
        "label": "ELLEN LAYTON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:brigid-burke:11",
        "label": "BRIGID BURKE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:mtwy-health:12",
        "label": "MTWY HEALTH",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:mtwy-health:13",
        "label": "MTWY HEALTH",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:jane-karas:14",
        "label": "JANE KARAS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:marigail-anderson:15",
        "label": "MARIGAIL ANDERSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:mtwy-health->facility:271328",
        "from": "organization:mtwy-health",
        "to": "facility:271328",
        "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:kevin-abel:0->facility:271328",
        "from": "cms-owner:kevin-abel:0",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 05/15/2024"
      },
      {
        "id": "cms-owner:kevin-abel:1->facility:271328",
        "from": "cms-owner:kevin-abel:1",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 05/15/2024"
      },
      {
        "id": "cms-owner:mary-harwood:2->facility:271328",
        "from": "cms-owner:mary-harwood:2",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 05/09/2021"
      },
      {
        "id": "cms-owner:anna-robbins:3->facility:271328",
        "from": "cms-owner:anna-robbins:3",
        "to": "facility:271328",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 07/12/2023"
      },
      {
        "id": "cms-owner:anna-robbins:4->facility:271328",
        "from": "cms-owner:anna-robbins:4",
        "to": "facility:271328",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 07/12/2023"
      },
      {
        "id": "cms-owner:justin-ott:5->facility:271328",
        "from": "cms-owner:justin-ott:5",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 08/28/2024"
      },
      {
        "id": "cms-owner:shannon-mcallister:6->facility:271328",
        "from": "cms-owner:shannon-mcallister:6",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2023"
      },
      {
        "id": "cms-owner:jade-goroski:7->facility:271328",
        "from": "cms-owner:jade-goroski:7",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 05/09/2021"
      },
      {
        "id": "cms-owner:heidi-duncan:8->facility:271328",
        "from": "cms-owner:heidi-duncan:8",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 09/01/2023"
      },
      {
        "id": "cms-owner:melissa-kaptanian:9->facility:271328",
        "from": "cms-owner:melissa-kaptanian:9",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 08/08/2024"
      },
      {
        "id": "cms-owner:ellen-layton:10->facility:271328",
        "from": "cms-owner:ellen-layton:10",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 08/28/2024"
      },
      {
        "id": "cms-owner:brigid-burke:11->facility:271328",
        "from": "cms-owner:brigid-burke:11",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 05/15/2024"
      },
      {
        "id": "cms-owner:mtwy-health:12->facility:271328",
        "from": "cms-owner:mtwy-health:12",
        "to": "facility:271328",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 05/09/2021"
      },
      {
        "id": "cms-owner:mtwy-health:13->facility:271328",
        "from": "cms-owner:mtwy-health:13",
        "to": "facility:271328",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · 100% reported ownership · associated 05/09/2021"
      },
      {
        "id": "cms-owner:jane-karas:14->facility:271328",
        "from": "cms-owner:jane-karas:14",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 09/01/2023"
      },
      {
        "id": "cms-owner:marigail-anderson:15->facility:271328",
        "from": "cms-owner:marigail-anderson:15",
        "to": "facility:271328",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 03/01/2025"
      }
    ],
    "caveats": [
      "CMS owner rows establish enrolled legal ownership or control roles; they do not always name the ultimate financial sponsor."
    ]
  },
  "descriptiveTrends": [
    {
      "metric": "net_patient_revenue",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 10512030,
      "latestValue": 10148305,
      "absoluteChange": -363725,
      "percentChange": -3.4600833521213312,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 13154889,
      "latestValue": 11123404,
      "absoluteChange": -2031485,
      "percentChange": -15.442813694589136,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": -1020165,
      "latestValue": -873138,
      "absoluteChange": 147027,
      "percentChange": 14.412080398759025,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 14985027,
      "latestValue": 38644606,
      "absoluteChange": 23659579,
      "percentChange": 157.88813059863023,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 16549002,
      "latestValue": 40828607,
      "absoluteChange": 24279605,
      "percentChange": 146.71340906237126,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 59.5,
      "latestValue": 104.88,
      "absoluteChange": 45.379999999999995,
      "percentChange": 76.2689075630252,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 21,
      "latestValue": 21,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 1040,
      "latestValue": 341,
      "absoluteChange": -699,
      "percentChange": -67.21153846153847,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "03/31/2022",
      "latestPeriod": "12/31/2023",
      "earliestValue": 139,
      "latestValue": 54,
      "absoluteChange": -85,
      "percentChange": -61.15107913669065,
      "unit": "discharges"
    }
  ]
}
