{
  "schemaVersion": 3,
  "entityId": "521314",
  "canonicalName": "MAYO CLINIC HEALTH SYSTEM - CHIPPEWA VALLEY",
  "status": "signal",
  "statusLabel": "Documented investment signal",
  "summary": "MAYO CLINIC HEALTH SYSTEM - CHIPPEWA VALLEY 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": "1700837812",
    "historicalCcns": [],
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        "alias_type": "cms_legal_name",
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      },
      {
        "alias": "MAYO CLINIC HEALTH SYSTEM-CHIPPEWA VALLEY",
        "alias_type": "cms_dba",
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      }
    ]
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      "from_entity_id": "Mayo Clinic",
      "to_entity_id": "521314",
      "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": "Mayo Clinic 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": "01/01/2025",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JANEL GLANTZ",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2025",
      "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: Mayo Clinic."
  ],
  "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:521314",
        "label": "MAYO CLINIC HEALTH SYSTEM - CHIPPEWA VALLEY",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:mayo-clinic",
        "label": "Mayo Clinic",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:matthew-olmstead:0",
        "label": "MATTHEW OLMSTEAD",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:franklin-ackerman:1",
        "label": "FRANKLIN ACKERMAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:franklin-ackerman:2",
        "label": "FRANKLIN ACKERMAN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:robert-peck:3",
        "label": "ROBERT PECK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:robert-peck:4",
        "label": "ROBERT PECK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:jason-beckermann:5",
        "label": "JASON BECKERMANN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:scott-okuno:6",
        "label": "SCOTT OKUNO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:scott-okuno:7",
        "label": "SCOTT OKUNO",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:dean-eide:8",
        "label": "DEAN EIDE",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:timothy-young:9",
        "label": "TIMOTHY YOUNG",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:richard-helmers:10",
        "label": "RICHARD HELMERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:richard-helmers:11",
        "label": "RICHARD HELMERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:charles-nordstrom:12",
        "label": "CHARLES NORDSTROM",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kevin-fitzgerald:13",
        "label": "KEVIN FITZGERALD",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:gurpreet-singh:14",
        "label": "GURPREET SINGH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:robert-wiechmann:15",
        "label": "ROBERT WIECHMANN",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      }
    ],
    "edges": [
      {
        "id": "organization:mayo-clinic->facility:521314",
        "from": "organization:mayo-clinic",
        "to": "facility:521314",
        "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:matthew-olmstead:0->facility:521314",
        "from": "cms-owner:matthew-olmstead:0",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:franklin-ackerman:1->facility:521314",
        "from": "cms-owner:franklin-ackerman:1",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:franklin-ackerman:2->facility:521314",
        "from": "cms-owner:franklin-ackerman:2",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:robert-peck:3->facility:521314",
        "from": "cms-owner:robert-peck:3",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2018"
      },
      {
        "id": "cms-owner:robert-peck:4->facility:521314",
        "from": "cms-owner:robert-peck:4",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2018"
      },
      {
        "id": "cms-owner:jason-beckermann:5->facility:521314",
        "from": "cms-owner:jason-beckermann:5",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:scott-okuno:6->facility:521314",
        "from": "cms-owner:scott-okuno:6",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:scott-okuno:7->facility:521314",
        "from": "cms-owner:scott-okuno:7",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:dean-eide:8->facility:521314",
        "from": "cms-owner:dean-eide:8",
        "to": "facility:521314",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 10/01/2021"
      },
      {
        "id": "cms-owner:timothy-young:9->facility:521314",
        "from": "cms-owner:timothy-young:9",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:richard-helmers:10->facility:521314",
        "from": "cms-owner:richard-helmers:10",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2018"
      },
      {
        "id": "cms-owner:richard-helmers:11->facility:521314",
        "from": "cms-owner:richard-helmers:11",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2018"
      },
      {
        "id": "cms-owner:charles-nordstrom:12->facility:521314",
        "from": "cms-owner:charles-nordstrom:12",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:kevin-fitzgerald:13->facility:521314",
        "from": "cms-owner:kevin-fitzgerald:13",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:gurpreet-singh:14->facility:521314",
        "from": "cms-owner:gurpreet-singh:14",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      },
      {
        "id": "cms-owner:robert-wiechmann:15->facility:521314",
        "from": "cms-owner:robert-wiechmann:15",
        "to": "facility:521314",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · 0% reported ownership · associated 01/01/2025"
      }
    ],
    "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": 41935400,
      "latestValue": 43504804,
      "absoluteChange": 1569404,
      "percentChange": 3.742432407941739,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 39496636,
      "latestValue": 38751138,
      "absoluteChange": -745498,
      "percentChange": -1.8874974567454301,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 2531239,
      "latestValue": 4850094,
      "absoluteChange": 2318855,
      "percentChange": 91.60948452516732,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 19213476,
      "latestValue": 22400959,
      "absoluteChange": 3187483,
      "percentChange": 16.58982997142214,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 7188424,
      "latestValue": 6901457,
      "absoluteChange": -286967,
      "percentChange": -3.992071141045659,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 167.25,
      "latestValue": 139.61,
      "absoluteChange": -27.639999999999986,
      "percentChange": -16.52615844544095,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 25,
      "latestValue": 25,
      "absoluteChange": 0,
      "percentChange": 0,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 5971,
      "latestValue": 4559,
      "absoluteChange": -1412,
      "percentChange": -23.64763021269469,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 254,
      "latestValue": 281,
      "absoluteChange": 27,
      "percentChange": 10.62992125984252,
      "unit": "discharges"
    }
  ]
}
