{
  "schemaVersion": 3,
  "entityId": "390037",
  "canonicalName": "HERITAGE VALLEY SEWICKLEY",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "HERITAGE VALLEY SEWICKLEY 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": "390037",
    "npi": "1588770416",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "VALLEY MEDICAL FACILITIES INC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "HERITAGE VALLEY SEWICKLEY",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-reportedowner-390037",
      "from_entity_id": "reported owner",
      "to_entity_id": "390037",
      "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."
    }
  ],
  "acquisitionEvents": [],
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      "unit": "USD",
      "better_when": "context_dependent",
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    },
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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": "390037-net_patient_revenue-06-30-2022",
      "entity_id": "390037",
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      "unit": "USD",
      "better_when": "context_dependent",
      "source_id": "source-cms-hcris",
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      "comparable_to_prior": "review_required"
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      "metric_id": "390037-operating_expense-06-30-2024",
      "entity_id": "390037",
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      "better_when": "context_dependent",
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      "metric_id": "390037-operating_expense-06-30-2023",
      "entity_id": "390037",
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      "comparable_to_prior": "review_required"
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      "entity_id": "390037",
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  ],
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      "investment_firm": false,
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      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "07/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SCOTT ELSTE",
      "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": "MICHAEL MALKOWSKI",
      "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": "THOMAS LEYDIG",
      "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": "SRIDHAR TAYUR",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2020",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VALLEY MEDICAL FACILITIES INC",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "11/01/1996",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "NORMAN MITRY",
      "role": "CORPORATE DIRECTOR",
      "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": "NORMAN MITRY",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "07/01/2023",
      "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"
  ],
  "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:390037",
        "label": "HERITAGE VALLEY SEWICKLEY",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:heritage-valley-health-system",
        "label": "HERITAGE VALLEY HEALTH SYSTEM",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:jeffrey-hein:0",
        "label": "JEFFREY HEIN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lynn-george-schriner:1",
        "label": "LYNN GEORGE-SCHRINER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:christopher-emond:2",
        "label": "CHRISTOPHER EMOND",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:robert-terwilliger:3",
        "label": "ROBERT TERWILLIGER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:john-edson:4",
        "label": "JOHN EDSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:george-orr:5",
        "label": "GEORGE ORR",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:frederick-clerici:6",
        "label": "FREDERICK CLERICI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:craig-rippole:7",
        "label": "CRAIG RIPPOLE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:roger-david:8",
        "label": "ROGER DAVID",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:richard-bowers:9",
        "label": "RICHARD BOWERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lynn-vescio:10",
        "label": "LYNN VESCIO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kevin-flannery:11",
        "label": "KEVIN FLANNERY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:diana-kozlina-peretic:12",
        "label": "DIANA KOZLINA-PERETIC",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:heritage-valley-health-system:13",
        "label": "HERITAGE VALLEY HEALTH SYSTEM",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:amy-keil:14",
        "label": "AMY KEIL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:amy-keil:15",
        "label": "AMY KEIL",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      }
    ],
    "edges": [
      {
        "id": "organization:heritage-valley-health-system->facility:390037",
        "from": "organization:heritage-valley-health-system",
        "to": "facility:390037",
        "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:jeffrey-hein:0->facility:390037",
        "from": "cms-owner:jeffrey-hein:0",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2018"
      },
      {
        "id": "cms-owner:lynn-george-schriner:1->facility:390037",
        "from": "cms-owner:lynn-george-schriner:1",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2015"
      },
      {
        "id": "cms-owner:christopher-emond:2->facility:390037",
        "from": "cms-owner:christopher-emond:2",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 02/13/2025"
      },
      {
        "id": "cms-owner:robert-terwilliger:3->facility:390037",
        "from": "cms-owner:robert-terwilliger:3",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2015"
      },
      {
        "id": "cms-owner:john-edson:4->facility:390037",
        "from": "cms-owner:john-edson:4",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 12/12/2024"
      },
      {
        "id": "cms-owner:george-orr:5->facility:390037",
        "from": "cms-owner:george-orr:5",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 12/12/2024"
      },
      {
        "id": "cms-owner:frederick-clerici:6->facility:390037",
        "from": "cms-owner:frederick-clerici:6",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:craig-rippole:7->facility:390037",
        "from": "cms-owner:craig-rippole:7",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 12/12/2024"
      },
      {
        "id": "cms-owner:roger-david:8->facility:390037",
        "from": "cms-owner:roger-david:8",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:richard-bowers:9->facility:390037",
        "from": "cms-owner:richard-bowers:9",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:lynn-vescio:10->facility:390037",
        "from": "cms-owner:lynn-vescio:10",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 12/12/2024"
      },
      {
        "id": "cms-owner:kevin-flannery:11->facility:390037",
        "from": "cms-owner:kevin-flannery:11",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2015"
      },
      {
        "id": "cms-owner:diana-kozlina-peretic:12->facility:390037",
        "from": "cms-owner:diana-kozlina-peretic:12",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:heritage-valley-health-system:13->facility:390037",
        "from": "cms-owner:heritage-valley-health-system:13",
        "to": "facility:390037",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 11/01/1996"
      },
      {
        "id": "cms-owner:amy-keil:14->facility:390037",
        "from": "cms-owner:amy-keil:14",
        "to": "facility:390037",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2023"
      },
      {
        "id": "cms-owner:amy-keil:15->facility:390037",
        "from": "cms-owner:amy-keil:15",
        "to": "facility:390037",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 07/01/2023"
      }
    ],
    "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": 122904874,
      "latestValue": 162861897,
      "absoluteChange": 39957023,
      "percentChange": 32.510527613412634,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 141321292,
      "latestValue": 206216708,
      "absoluteChange": 64895416,
      "percentChange": 45.920480262804276,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": -12518865,
      "latestValue": -17480465,
      "absoluteChange": -4961600,
      "percentChange": -39.63298589768321,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 166708227,
      "latestValue": 274834197,
      "absoluteChange": 108125970,
      "percentChange": 64.8594085281706,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 31962794,
      "latestValue": 168056539,
      "absoluteChange": 136093745,
      "percentChange": 425.7880115236484,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 16439,
      "latestValue": 181228,
      "absoluteChange": 164789,
      "percentChange": 1002.4271549364316,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 630.88,
      "latestValue": 850.72,
      "absoluteChange": 219.84000000000003,
      "percentChange": 34.84656353030688,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 130,
      "latestValue": 220,
      "absoluteChange": 90,
      "percentChange": 69.23076923076923,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 22332,
      "latestValue": 17548,
      "absoluteChange": -4784,
      "percentChange": -21.422174458176606,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 5070,
      "latestValue": 4478,
      "absoluteChange": -592,
      "percentChange": -11.676528599605522,
      "unit": "discharges"
    }
  ]
}
