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  "schemaVersion": 3,
  "entityId": "490097",
  "canonicalName": "BON SECOURS SOUTHERN VIRGINIA MEDICAL CENTER",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "BON SECOURS SOUTHERN VIRGINIA MEDICAL CENTER 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": "1104461276",
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        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
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      {
        "alias": "BON SECOURS SOUTHERN VIRGINIA MEDICAL CENTER",
        "alias_type": "cms_dba",
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      "from_entity_id": "Bon Secours Mercy Health",
      "to_entity_id": "490097",
      "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": "Bon Secours Mercy Health 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 DIRECTOR",
      "association_date": "09/08/2020",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MARY SHIMO",
      "role": "CORPORATE DIRECTOR",
      "association_date": "04/22/2022",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BON SECOURS RICHMOND LLC",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "01/01/2020",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MICHAEL LUTES",
      "role": "CORPORATE DIRECTOR",
      "association_date": "10/01/2022",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BIRDIE JAMISON",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DEVON HENRY",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2024",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KIMBERLY RALSTON",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "01/01/2020",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    }
  ],
  "directConnections": [
    "Reported parent system or portfolio company: Bon Secours Mercy Health."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "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:490097",
        "label": "BON SECOURS SOUTHERN VIRGINIA MEDICAL CENTER",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:bon-secours-mercy-health-inc",
        "label": "BON SECOURS MERCY HEALTH INC",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:jeffrey-szyperski:0",
        "label": "JEFFREY SZYPERSKI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:rebecca-mcdonough:1",
        "label": "REBECCA MCDONOUGH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:paula-pando:2",
        "label": "PAULA PANDO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:robert-ukrop:3",
        "label": "ROBERT UKROP",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:wael-haidar:4",
        "label": "WAEL HAIDAR",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:osman-parvaiz:5",
        "label": "OSMAN PARVAIZ",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:lang-liebman:6",
        "label": "LANG LIEBMAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:james-carter:7",
        "label": "JAMES CARTER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:brian-yanofchick:8",
        "label": "BRIAN YANOFCHICK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:bon-secours-mercy-health-inc:9",
        "label": "BON SECOURS MERCY HEALTH INC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:john-starcher:10",
        "label": "JOHN STARCHER",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:regina-elbert:11",
        "label": "REGINA ELBERT",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:michael-quinones:12",
        "label": "MICHAEL QUINONES",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:william-kusnierz:13",
        "label": "WILLIAM KUSNIERZ",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:william-kusnierz:14",
        "label": "WILLIAM KUSNIERZ",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:mary-shimo:15",
        "label": "MARY SHIMO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:bon-secours-mercy-health-inc->facility:490097",
        "from": "organization:bon-secours-mercy-health-inc",
        "to": "facility:490097",
        "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-szyperski:0->facility:490097",
        "from": "cms-owner:jeffrey-szyperski:0",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2024"
      },
      {
        "id": "cms-owner:rebecca-mcdonough:1->facility:490097",
        "from": "cms-owner:rebecca-mcdonough:1",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:paula-pando:2->facility:490097",
        "from": "cms-owner:paula-pando:2",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:robert-ukrop:3->facility:490097",
        "from": "cms-owner:robert-ukrop:3",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:wael-haidar:4->facility:490097",
        "from": "cms-owner:wael-haidar:4",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2023"
      },
      {
        "id": "cms-owner:osman-parvaiz:5->facility:490097",
        "from": "cms-owner:osman-parvaiz:5",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:lang-liebman:6->facility:490097",
        "from": "cms-owner:lang-liebman:6",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2022"
      },
      {
        "id": "cms-owner:james-carter:7->facility:490097",
        "from": "cms-owner:james-carter:7",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:brian-yanofchick:8->facility:490097",
        "from": "cms-owner:brian-yanofchick:8",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2020"
      },
      {
        "id": "cms-owner:bon-secours-mercy-health-inc:9->facility:490097",
        "from": "cms-owner:bon-secours-mercy-health-inc:9",
        "to": "facility:490097",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 01/01/2020"
      },
      {
        "id": "cms-owner:john-starcher:10->facility:490097",
        "from": "cms-owner:john-starcher:10",
        "to": "facility:490097",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · 0% reported ownership · associated 01/01/2020"
      },
      {
        "id": "cms-owner:regina-elbert:11->facility:490097",
        "from": "cms-owner:regina-elbert:11",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2022"
      },
      {
        "id": "cms-owner:michael-quinones:12->facility:490097",
        "from": "cms-owner:michael-quinones:12",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2023"
      },
      {
        "id": "cms-owner:william-kusnierz:13->facility:490097",
        "from": "cms-owner:william-kusnierz:13",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 09/08/2020"
      },
      {
        "id": "cms-owner:william-kusnierz:14->facility:490097",
        "from": "cms-owner:william-kusnierz:14",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 09/08/2020"
      },
      {
        "id": "cms-owner:mary-shimo:15->facility:490097",
        "from": "cms-owner:mary-shimo:15",
        "to": "facility:490097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 04/22/2022"
      }
    ],
    "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": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 22594202,
      "latestValue": 25386560,
      "absoluteChange": 2792358,
      "percentChange": 12.358736989250605,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 28661515,
      "latestValue": 27401068,
      "absoluteChange": -1260447,
      "percentChange": -4.397698446854606,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": -5813793,
      "latestValue": -2021828,
      "absoluteChange": 3791965,
      "percentChange": 65.22359843221113,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 18918309,
      "latestValue": 18729855,
      "absoluteChange": -188454,
      "percentChange": -0.99614611432766,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 25821654,
      "latestValue": 22657811,
      "absoluteChange": -3163843,
      "percentChange": -12.252673666837918,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 2633718,
      "latestValue": 47856,
      "absoluteChange": -2585862,
      "percentChange": -98.1829489717578,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 102.45,
      "latestValue": 102.14,
      "absoluteChange": -0.3100000000000023,
      "percentChange": -0.3025866276232331,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 70,
      "latestValue": 70,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 2245,
      "latestValue": 1575,
      "absoluteChange": -670,
      "percentChange": -29.84409799554566,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 583,
      "latestValue": 469,
      "absoluteChange": -114,
      "percentChange": -19.554030874785592,
      "unit": "discharges"
    }
  ]
}
