{
  "schemaVersion": 3,
  "entityId": "370097",
  "canonicalName": "SOUTHWESTERN MEDICAL CENTER",
  "status": "disputed",
  "statusLabel": "Ownership evidence under review",
  "summary": "SOUTHWESTERN MEDICAL CENTER was classified as PE-owned in the April 3, 2026 tracker snapshot, but the Phase 3 source reconciliation did not find a matching current CMS hospital enrollment and owner record. The ownership claim is therefore displayed as evidence under review rather than confirmed.",
  "lastReviewed": "2026-06-22",
  "review": {
    "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate",
    "evidence_grade": "single-source ownership baseline",
    "confidence": "low",
    "source_count": 4,
    "ownership_source_count": 1,
    "identity_match_method": "No current CMS enrollment match",
    "publication_decision": "Downgraded from confirmed ownership pending independent corroboration"
  },
  "identifiers": {
    "ccn": "370097",
    "npi": null,
    "historicalCcns": [],
    "aliases": []
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-scionhealth-370097",
      "from_entity_id": "ScionHealth",
      "to_entity_id": "370097",
      "relationship_type": "owns",
      "effective_date": "",
      "end_date": "",
      "announcement_date": "",
      "status": "disputed",
      "confidence": "low",
      "source_ids": "source-pesp-hospital-tracker",
      "plain_english_summary": "The tracker reports a PE ownership relationship, but a matching current CMS enrolled-owner record was not found in this review.",
      "review_notes": "Independent current ownership corroboration is required before returning this record to confirmed red status."
    }
  ],
  "acquisitionEvents": [],
  "financialAndUtilizationSeries": [
    {
      "metric_id": "370097-net_patient_revenue-10-31-2023",
      "entity_id": "370097",
      "metric_name": "net_patient_revenue",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "69802166",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-net_patient_revenue-10-31-2022",
      "entity_id": "370097",
      "metric_name": "net_patient_revenue",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "69499477",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-net_patient_revenue-10-31-2021",
      "entity_id": "370097",
      "metric_name": "net_patient_revenue",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "75995496",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-operating_expense-10-31-2023",
      "entity_id": "370097",
      "metric_name": "operating_expense",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "84111379",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-operating_expense-10-31-2022",
      "entity_id": "370097",
      "metric_name": "operating_expense",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "84470035",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-operating_expense-10-31-2021",
      "entity_id": "370097",
      "metric_name": "operating_expense",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "87547669",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-net_income-10-31-2023",
      "entity_id": "370097",
      "metric_name": "net_income",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "-13865998",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-net_income-10-31-2022",
      "entity_id": "370097",
      "metric_name": "net_income",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "-13685318",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-net_income-10-31-2021",
      "entity_id": "370097",
      "metric_name": "net_income",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "-9323903",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_assets-10-31-2023",
      "entity_id": "370097",
      "metric_name": "total_assets",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "42921048",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_assets-10-31-2022",
      "entity_id": "370097",
      "metric_name": "total_assets",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "45983289",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_assets-10-31-2021",
      "entity_id": "370097",
      "metric_name": "total_assets",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "49018793",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_liabilities-10-31-2023",
      "entity_id": "370097",
      "metric_name": "total_liabilities",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "42904250",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_liabilities-10-31-2022",
      "entity_id": "370097",
      "metric_name": "total_liabilities",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "101987744",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-total_liabilities-10-31-2021",
      "entity_id": "370097",
      "metric_name": "total_liabilities",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "88028013",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-contract_labor_direct_patient_care-10-31-2023",
      "entity_id": "370097",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "557691",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-contract_labor_direct_patient_care-10-31-2022",
      "entity_id": "370097",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "1165706",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-contract_labor_direct_patient_care-10-31-2021",
      "entity_id": "370097",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "1927194",
      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-fte_employees-10-31-2023",
      "entity_id": "370097",
      "metric_name": "fte_employees",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "267.86",
      "unit": "FTE",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-fte_employees-10-31-2022",
      "entity_id": "370097",
      "metric_name": "fte_employees",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "417.05",
      "unit": "FTE",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-fte_employees-10-31-2021",
      "entity_id": "370097",
      "metric_name": "fte_employees",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "420.38",
      "unit": "FTE",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-beds-10-31-2023",
      "entity_id": "370097",
      "metric_name": "beds",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "126",
      "unit": "beds",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-beds-10-31-2022",
      "entity_id": "370097",
      "metric_name": "beds",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "126",
      "unit": "beds",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-beds-10-31-2021",
      "entity_id": "370097",
      "metric_name": "beds",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "126",
      "unit": "beds",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-patient_days-10-31-2023",
      "entity_id": "370097",
      "metric_name": "patient_days",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "10348",
      "unit": "days",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-patient_days-10-31-2022",
      "entity_id": "370097",
      "metric_name": "patient_days",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "9492",
      "unit": "days",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-patient_days-10-31-2021",
      "entity_id": "370097",
      "metric_name": "patient_days",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "12862",
      "unit": "days",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-discharges-10-31-2023",
      "entity_id": "370097",
      "metric_name": "discharges",
      "period_start": "11/01/2022",
      "period_end": "10/31/2023",
      "value": "2358",
      "unit": "discharges",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-discharges-10-31-2022",
      "entity_id": "370097",
      "metric_name": "discharges",
      "period_start": "11/01/2021",
      "period_end": "10/31/2022",
      "value": "2374",
      "unit": "discharges",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    },
    {
      "metric_id": "370097-discharges-10-31-2021",
      "entity_id": "370097",
      "metric_name": "discharges",
      "period_start": "11/01/2020",
      "period_end": "10/31/2021",
      "value": "3040",
      "unit": "discharges",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
      "methodology_note": "Hospital Provider Cost Report value. Compare only like fields and compatible fiscal periods; no causal inference is implied.",
      "comparable_to_prior": "review_required"
    }
  ],
  "cmsOwnerRecords": [],
  "directConnections": [
    "Reported parent system or portfolio company: ScionHealth.",
    "Reported investment sponsor: Apollo Global Management."
  ],
  "actions": [],
  "contradictions": [
    {
      "topic": "Current ownership corroboration",
      "claim_a": "The April 3, 2026 tracker snapshot classifies the facility as currently PE-owned.",
      "claim_b": "No matching current CMS enrollment and Hospital All Owners chain was found in the Phase 3 automated review.",
      "resolution_status": "Open; record displayed as evidence under review."
    }
  ],
  "limitations": [
    "No matching current CMS hospital enrollment was found by CCN or a unique facility-name, city, and state match."
  ],
  "unavailableFields": [
    "NPI",
    "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-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": "low",
    "nodes": [
      {
        "id": "facility:370097",
        "label": "SOUTHWESTERN MEDICAL CENTER",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:apollo-global-management",
        "label": "Apollo Global Management",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "organization:southwestern-medical-center",
        "label": "SOUTHWESTERN MEDICAL CENTER",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      }
    ],
    "edges": [
      {
        "id": "organization:apollo-global-management->organization:southwestern-medical-center",
        "from": "organization:apollo-global-management",
        "to": "organization:southwestern-medical-center",
        "relationship": "sponsors",
        "confidence": "medium",
        "sourceIds": [
          "source-pesp-hospital-tracker"
        ],
        "note": "The tracker supplies the sponsor-to-platform attribution; CMS does not independently reproduce every sponsor name."
      },
      {
        "id": "organization:southwestern-medical-center->facility:370097",
        "from": "organization:southwestern-medical-center",
        "to": "facility:370097",
        "relationship": "reported ownership or operating chain",
        "confidence": "low",
        "sourceIds": [
          "source-pesp-hospital-tracker"
        ],
        "note": "Tracker attribution is retained for review; current CMS corroboration was not resolved."
      }
    ],
    "caveats": [
      "CMS owner rows establish enrolled legal ownership or control roles; they do not always name the ultimate financial sponsor.",
      "Sponsor and portfolio-company labels come from the cited tracker or primary portfolio evidence.",
      "This chain remains under review because current CMS corroboration was not resolved."
    ]
  },
  "descriptiveTrends": [
    {
      "metric": "net_patient_revenue",
      "earliestPeriod": "10/31/2021",
      "latestPeriod": "10/31/2023",
      "earliestValue": 75995496,
      "latestValue": 69802166,
      "absoluteChange": -6193330,
      "percentChange": -8.149601392166716,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "10/31/2021",
      "latestPeriod": "10/31/2023",
      "earliestValue": 87547669,
      "latestValue": 84111379,
      "absoluteChange": -3436290,
      "percentChange": -3.9250502489106815,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "10/31/2021",
      "latestPeriod": "10/31/2023",
      "earliestValue": -9323903,
      "latestValue": -13865998,
      "absoluteChange": -4542095,
      "percentChange": -48.71452437890012,
      "unit": "USD"
    },
    {
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