{
  "schemaVersion": 3,
  "entityId": "320001",
  "canonicalName": "UNM HOSPITAL",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "UNM HOSPITAL appears in the source tracker as a venture-backed investment signal. This dossier does not classify that signal as completed private-equity ownership.",
  "lastReviewed": "2026-06-22",
  "review": {
    "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate",
    "evidence_grade": "government-corroborated",
    "confidence": "medium",
    "source_count": 6,
    "ownership_source_count": 2,
    "identity_match_method": "CCN exact match",
    "publication_decision": "Meets the Phase 3 publication standard for its displayed status"
  },
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    "ccn": "320001",
    "npi": "1689747552",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "UNM HOSPITAL",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
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    {
      "relationship_id": "rel-reportedowner-320001",
      "from_entity_id": "reported owner",
      "to_entity_id": "320001",
      "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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      "unit": "USD",
      "better_when": "context_dependent",
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      "unit": "USD",
      "better_when": "context_dependent",
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      "comparable_to_prior": "review_required"
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      "association_date": "10/21/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MARK TRUJILLO",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "01/01/2021",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "UNM HOSPITAL",
      "role": "OTHER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JODY HARRIS",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "08/03/1998",
      "percentage_ownership": "0",
      "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:320001",
        "label": "UNM HOSPITAL",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:unm-hospital",
        "label": "UNM HOSPITAL",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:julie-morgas-baca:0",
        "label": "JULIE MORGAS-BACA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:carl-hammond:1",
        "label": "CARL HAMMOND",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:monica-zamora:2",
        "label": "MONICA ZAMORA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jeffrey-schultz:3",
        "label": "JEFFREY SCHULTZ",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:bonnie-white:4",
        "label": "BONNIE WHITE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:bonnie-white:5",
        "label": "BONNIE WHITE",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:michael-chicarelli:6",
        "label": "MICHAEL CHICARELLI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:michael-chicarelli:7",
        "label": "MICHAEL CHICARELLI",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:anjali-taneja:8",
        "label": "ANJALI TANEJA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:wilfred-herrera:9",
        "label": "WILFRED HERRERA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:alisha-parada:10",
        "label": "ALISHA PARADA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kathleen-becker:11",
        "label": "KATHLEEN BECKER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:kathleen-becker:12",
        "label": "KATHLEEN BECKER",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:henry-monroy:13",
        "label": "HENRY MONROY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kurt-riley:14",
        "label": "KURT RILEY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:erik-lujan:15",
        "label": "ERIK LUJAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      }
    ],
    "edges": [
      {
        "id": "organization:unm-hospital->facility:320001",
        "from": "organization:unm-hospital",
        "to": "facility:320001",
        "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:julie-morgas-baca:0->facility:320001",
        "from": "cms-owner:julie-morgas-baca:0",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 08/19/2025"
      },
      {
        "id": "cms-owner:carl-hammond:1->facility:320001",
        "from": "cms-owner:carl-hammond:1",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 10/01/2020"
      },
      {
        "id": "cms-owner:monica-zamora:2->facility:320001",
        "from": "cms-owner:monica-zamora:2",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:jeffrey-schultz:3->facility:320001",
        "from": "cms-owner:jeffrey-schultz:3",
        "to": "facility:320001",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 01/21/2025"
      },
      {
        "id": "cms-owner:bonnie-white:4->facility:320001",
        "from": "cms-owner:bonnie-white:4",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 12/17/2018"
      },
      {
        "id": "cms-owner:bonnie-white:5->facility:320001",
        "from": "cms-owner:bonnie-white:5",
        "to": "facility:320001",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 12/17/2018"
      },
      {
        "id": "cms-owner:michael-chicarelli:6->facility:320001",
        "from": "cms-owner:michael-chicarelli:6",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 12/01/2018"
      },
      {
        "id": "cms-owner:michael-chicarelli:7->facility:320001",
        "from": "cms-owner:michael-chicarelli:7",
        "to": "facility:320001",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 12/01/2018"
      },
      {
        "id": "cms-owner:anjali-taneja:8->facility:320001",
        "from": "cms-owner:anjali-taneja:8",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 07/01/2024"
      },
      {
        "id": "cms-owner:wilfred-herrera:9->facility:320001",
        "from": "cms-owner:wilfred-herrera:9",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2026"
      },
      {
        "id": "cms-owner:alisha-parada:10->facility:320001",
        "from": "cms-owner:alisha-parada:10",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2026"
      },
      {
        "id": "cms-owner:kathleen-becker:11->facility:320001",
        "from": "cms-owner:kathleen-becker:11",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 07/15/2018"
      },
      {
        "id": "cms-owner:kathleen-becker:12->facility:320001",
        "from": "cms-owner:kathleen-becker:12",
        "to": "facility:320001",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · 0% reported ownership · associated 07/15/2018"
      },
      {
        "id": "cms-owner:henry-monroy:13->facility:320001",
        "from": "cms-owner:henry-monroy:13",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 07/01/2023"
      },
      {
        "id": "cms-owner:kurt-riley:14->facility:320001",
        "from": "cms-owner:kurt-riley:14",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 02/01/2020"
      },
      {
        "id": "cms-owner:erik-lujan:15->facility:320001",
        "from": "cms-owner:erik-lujan:15",
        "to": "facility:320001",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 10/21/2025"
      }
    ],
    "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": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1330364099,
      "latestValue": 1518443523,
      "absoluteChange": 188079424,
      "percentChange": 14.137439828793816,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1514535551,
      "latestValue": 1696466072,
      "absoluteChange": 181930521,
      "percentChange": 12.01229782159138,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 5709993,
      "latestValue": 104886726,
      "absoluteChange": 99176733,
      "percentChange": 1736.8976284209105,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1416297559,
      "latestValue": 1916135638,
      "absoluteChange": 499838079,
      "percentChange": 35.29188310914825,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 554439123,
      "latestValue": 942893836,
      "absoluteChange": 388454713,
      "percentChange": 70.06264473151185,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 200010838,
      "latestValue": 140024393,
      "absoluteChange": -59986445,
      "percentChange": -29.991597255344733,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 6142.18,
      "latestValue": 6457.46,
      "absoluteChange": 315.27999999999975,
      "percentChange": 5.133030943410967,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 472,
      "latestValue": 508,
      "absoluteChange": 36,
      "percentChange": 7.627118644067797,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 187590,
      "latestValue": 185158,
      "absoluteChange": -2432,
      "percentChange": -1.2964443733674502,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 23577,
      "latestValue": 26108,
      "absoluteChange": 2531,
      "percentChange": 10.735038384866607,
      "unit": "discharges"
    }
  ]
}
