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  "schemaVersion": 3,
  "entityId": "520051",
  "canonicalName": "ASCENSION COLUMBIA ST MARY'S HOSPITAL MILWAUKEE",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "ASCENSION COLUMBIA ST MARY'S HOSPITAL MILWAUKEE 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": "1871656082",
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        "alias_type": "cms_legal_name",
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      },
      {
        "alias": "ASCENSION COLUMBIA ST. MARY'S HOSPITAL",
        "alias_type": "cms_dba",
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      "to_entity_id": "520051",
      "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",
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      "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker."
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    {
      "organization": "ANDRE STOREY",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "12/11/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ANDRE STOREY",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "12/11/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "REXANNE BRAUN",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "07/01/2019",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "LYNNE BRIGGS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "07/01/2017",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ASCENSION HEALTH",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "07/01/2005",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JOHN JOYCE",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "04/26/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JOHN JOYCE",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "04/26/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JERRY SURIANO",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2024",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "COLUMBIA ST. MARY'S, INC",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "association_date": "10/01/2001",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KAYE-EILEEN WILLARD",
      "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
    }
  ],
  "directConnections": [
    "Reported parent system or portfolio company: Ascension."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "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:520051",
        "label": "ASCENSION COLUMBIA ST MARY'S HOSPITAL MILWAUKEE",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:ascension-health",
        "label": "ASCENSION HEALTH",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:joseph-regan:0",
        "label": "JOSEPH REGAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:matthew-mokrohisky:1",
        "label": "MATTHEW MOKROHISKY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:robert-vanhimbergen:2",
        "label": "ROBERT VANHIMBERGEN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:mark-catherall:3",
        "label": "MARK CATHERALL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:daniel-jackson:4",
        "label": "DANIEL JACKSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:daniel-jackson:5",
        "label": "DANIEL JACKSON",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:daniel-jackson:6",
        "label": "DANIEL JACKSON",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:robin-barten:7",
        "label": "ROBIN BARTEN",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:bhagath-siripurapu:8",
        "label": "BHAGATH SIRIPURAPU",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jonathan-berkoff:9",
        "label": "JONATHAN BERKOFF",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:michael-mccullough:10",
        "label": "MICHAEL MCCULLOUGH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:michael-mccullough:11",
        "label": "MICHAEL MCCULLOUGH",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:michael-mccullough:12",
        "label": "MICHAEL MCCULLOUGH",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:stephanie-hietpas:13",
        "label": "STEPHANIE HIETPAS",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:andre-storey:14",
        "label": "ANDRE STOREY",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:andre-storey:15",
        "label": "ANDRE STOREY",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      }
    ],
    "edges": [
      {
        "id": "organization:ascension-health->facility:520051",
        "from": "organization:ascension-health",
        "to": "facility:520051",
        "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:joseph-regan:0->facility:520051",
        "from": "cms-owner:joseph-regan:0",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2023"
      },
      {
        "id": "cms-owner:matthew-mokrohisky:1->facility:520051",
        "from": "cms-owner:matthew-mokrohisky:1",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:robert-vanhimbergen:2->facility:520051",
        "from": "cms-owner:robert-vanhimbergen:2",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2017"
      },
      {
        "id": "cms-owner:mark-catherall:3->facility:520051",
        "from": "cms-owner:mark-catherall:3",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:daniel-jackson:4->facility:520051",
        "from": "cms-owner:daniel-jackson:4",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 04/01/2023"
      },
      {
        "id": "cms-owner:daniel-jackson:5->facility:520051",
        "from": "cms-owner:daniel-jackson:5",
        "to": "facility:520051",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 04/01/2023"
      },
      {
        "id": "cms-owner:daniel-jackson:6->facility:520051",
        "from": "cms-owner:daniel-jackson:6",
        "to": "facility:520051",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 04/01/2023"
      },
      {
        "id": "cms-owner:robin-barten:7->facility:520051",
        "from": "cms-owner:robin-barten:7",
        "to": "facility:520051",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 11/01/2024"
      },
      {
        "id": "cms-owner:bhagath-siripurapu:8->facility:520051",
        "from": "cms-owner:bhagath-siripurapu:8",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2024"
      },
      {
        "id": "cms-owner:jonathan-berkoff:9->facility:520051",
        "from": "cms-owner:jonathan-berkoff:9",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 07/01/2023"
      },
      {
        "id": "cms-owner:michael-mccullough:10->facility:520051",
        "from": "cms-owner:michael-mccullough:10",
        "to": "facility:520051",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/21/2024"
      },
      {
        "id": "cms-owner:michael-mccullough:11->facility:520051",
        "from": "cms-owner:michael-mccullough:11",
        "to": "facility:520051",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 10/21/2024"
      },
      {
        "id": "cms-owner:michael-mccullough:12->facility:520051",
        "from": "cms-owner:michael-mccullough:12",
        "to": "facility:520051",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 10/21/2024"
      },
      {
        "id": "cms-owner:stephanie-hietpas:13->facility:520051",
        "from": "cms-owner:stephanie-hietpas:13",
        "to": "facility:520051",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 11/01/2024"
      },
      {
        "id": "cms-owner:andre-storey:14->facility:520051",
        "from": "cms-owner:andre-storey:14",
        "to": "facility:520051",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 12/11/2023"
      },
      {
        "id": "cms-owner:andre-storey:15->facility:520051",
        "from": "cms-owner:andre-storey:15",
        "to": "facility:520051",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 12/11/2023"
      }
    ],
    "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": 520244299,
      "latestValue": 520774894,
      "absoluteChange": 530595,
      "percentChange": 0.10198958470470428,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 656263793,
      "latestValue": 627896332,
      "absoluteChange": -28367461,
      "percentChange": -4.322569872447618,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": -101296884,
      "latestValue": -70795064,
      "absoluteChange": 30501820,
      "percentChange": 30.111311222564357,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 784528205,
      "latestValue": 389579163,
      "absoluteChange": -394949042,
      "percentChange": -50.342236197868765,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 232157562,
      "latestValue": 155517652,
      "absoluteChange": -76639910,
      "percentChange": -33.01202396327715,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 16127285,
      "latestValue": 35372220,
      "absoluteChange": 19244935,
      "percentChange": 119.33152418401485,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 2259.55,
      "latestValue": 1592.8,
      "absoluteChange": -666.7500000000002,
      "percentChange": -29.508087893607144,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 378,
      "latestValue": 374,
      "absoluteChange": -4,
      "percentChange": -1.0582010582010581,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 77348,
      "latestValue": 84965,
      "absoluteChange": 7617,
      "percentChange": 9.847701298029685,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "06/30/2022",
      "latestPeriod": "06/30/2024",
      "earliestValue": 11464,
      "latestValue": 13950,
      "absoluteChange": 2486,
      "percentChange": 21.68527564549895,
      "unit": "discharges"
    }
  ]
}
