{
  "schemaVersion": 3,
  "entityId": "330180",
  "canonicalName": "SAMARITAN HOSPITAL",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "SAMARITAN 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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    "npi": "1043267727",
    "historicalCcns": [],
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        "alias": "SAMARITAN HOSPITAL OF TROY, NEW YORK",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "SAMARITAN HOSPITAL",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
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    ]
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      "relationship_id": "rel-reportedowner-330180",
      "from_entity_id": "reported owner",
      "to_entity_id": "330180",
      "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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      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "GINA MYERS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "10/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TOM ROBERT",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2007",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TRINITY HEALTH CORPORATION",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "07/01/2014",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DANIEL ISACKSEN",
      "role": "CORPORATE DIRECTOR",
      "association_date": "10/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "STUART KILPINEN",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "06/10/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KERRI SWEET ZAVAGLIA",
      "role": "CORPORATE DIRECTOR",
      "association_date": "10/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ROBERT MCCORMICK",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2015",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "OLUWATOYIN TOFADE",
      "role": "CORPORATE DIRECTOR",
      "association_date": "10/01/2022",
      "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:330180",
        "label": "SAMARITAN HOSPITAL",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:st-peters-health-partners",
        "label": "ST PETERS HEALTH PARTNERS",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:julie-edmunds-smith:0",
        "label": "JULIE EDMUNDS SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:merriette-pollard:1",
        "label": "MERRIETTE POLLARD",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:eric-farrell:2",
        "label": "ERIC FARRELL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:eric-farrell:3",
        "label": "ERIC FARRELL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:st-peters-health-partners:4",
        "label": "ST PETERS HEALTH PARTNERS",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:john-marshall:5",
        "label": "JOHN MARSHALL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:john-marshall:6",
        "label": "JOHN MARSHALL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kathleen-jimino:7",
        "label": "KATHLEEN JIMINO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:kathleen-jimino:8",
        "label": "KATHLEEN JIMINO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lori-santos:9",
        "label": "LORI SANTOS",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:william-wildridge:10",
        "label": "WILLIAM WILDRIDGE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:william-wildridge:11",
        "label": "WILLIAM WILDRIDGE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:steven-hanks:12",
        "label": "STEVEN HANKS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:michael-meath:13",
        "label": "MICHAEL MEATH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:guha-bala:14",
        "label": "GUHA BALA",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:gina-myers:15",
        "label": "GINA MYERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:st-peters-health-partners->facility:330180",
        "from": "organization:st-peters-health-partners",
        "to": "facility:330180",
        "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-edmunds-smith:0->facility:330180",
        "from": "cms-owner:julie-edmunds-smith:0",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2025"
      },
      {
        "id": "cms-owner:merriette-pollard:1->facility:330180",
        "from": "cms-owner:merriette-pollard:1",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/01/2022"
      },
      {
        "id": "cms-owner:eric-farrell:2->facility:330180",
        "from": "cms-owner:eric-farrell:2",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/01/2022"
      },
      {
        "id": "cms-owner:eric-farrell:3->facility:330180",
        "from": "cms-owner:eric-farrell:3",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/01/2022"
      },
      {
        "id": "cms-owner:st-peters-health-partners:4->facility:330180",
        "from": "cms-owner:st-peters-health-partners:4",
        "to": "facility:330180",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 01/01/2013"
      },
      {
        "id": "cms-owner:john-marshall:5->facility:330180",
        "from": "cms-owner:john-marshall:5",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/05/2022"
      },
      {
        "id": "cms-owner:john-marshall:6->facility:330180",
        "from": "cms-owner:john-marshall:6",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/05/2022"
      },
      {
        "id": "cms-owner:kathleen-jimino:7->facility:330180",
        "from": "cms-owner:kathleen-jimino:7",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/05/2022"
      },
      {
        "id": "cms-owner:kathleen-jimino:8->facility:330180",
        "from": "cms-owner:kathleen-jimino:8",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 11/01/2019"
      },
      {
        "id": "cms-owner:lori-santos:9->facility:330180",
        "from": "cms-owner:lori-santos:9",
        "to": "facility:330180",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 10/01/2011"
      },
      {
        "id": "cms-owner:william-wildridge:10->facility:330180",
        "from": "cms-owner:william-wildridge:10",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/01/2022"
      },
      {
        "id": "cms-owner:william-wildridge:11->facility:330180",
        "from": "cms-owner:william-wildridge:11",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/01/2022"
      },
      {
        "id": "cms-owner:steven-hanks:12->facility:330180",
        "from": "cms-owner:steven-hanks:12",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/25/2022"
      },
      {
        "id": "cms-owner:michael-meath:13->facility:330180",
        "from": "cms-owner:michael-meath:13",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/01/2022"
      },
      {
        "id": "cms-owner:guha-bala:14->facility:330180",
        "from": "cms-owner:guha-bala:14",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 11/01/2019"
      },
      {
        "id": "cms-owner:gina-myers:15->facility:330180",
        "from": "cms-owner:gina-myers:15",
        "to": "facility:330180",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 10/01/2022"
      }
    ],
    "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": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 399255633,
      "latestValue": 426115030,
      "absoluteChange": 26859397,
      "percentChange": 6.727368327449497,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 399102559,
      "latestValue": 407269430,
      "absoluteChange": 8166871,
      "percentChange": 2.0463088536598435,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 10374337,
      "latestValue": 57887978,
      "absoluteChange": 47513641,
      "percentChange": 457.9920721680817,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 314340275,
      "latestValue": 341613538,
      "absoluteChange": 27273263,
      "percentChange": 8.676350174981556,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 197076734,
      "latestValue": 116967312,
      "absoluteChange": -80109422,
      "percentChange": -40.64884797613908,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 17079566,
      "latestValue": 1675494,
      "absoluteChange": -15404072,
      "percentChange": -90.19006689045845,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 1781.7,
      "latestValue": 1752.6,
      "absoluteChange": -29.100000000000136,
      "percentChange": -1.6332715945445437,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 272,
      "latestValue": 252,
      "absoluteChange": -20,
      "percentChange": -7.352941176470589,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 55972,
      "latestValue": 44265,
      "absoluteChange": -11707,
      "percentChange": -20.91581505038233,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 9986,
      "latestValue": 9032,
      "absoluteChange": -954,
      "percentChange": -9.55337472461446,
      "unit": "discharges"
    }
  ]
}
