{
  "schemaVersion": 3,
  "entityId": "670078",
  "canonicalName": "BAPTIST NEIGHBORHOOD HOSPITAL THOUSAND OAKS",
  "status": "confirmed_pe",
  "statusLabel": "CMS-corroborated PE ownership record",
  "summary": "BAPTIST NEIGHBORHOOD HOSPITAL THOUSAND OAKS is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for EMERUS BHS SA THOUSAND OAKS LLC. The dossier distinguishes the enrolled legal owner from the broader sponsor and portfolio-company chain.",
  "lastReviewed": "2026-06-22",
  "review": {
    "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate",
    "evidence_grade": "government-corroborated",
    "confidence": "high",
    "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": "670078",
    "npi": "1205189172",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "EMERUS BHS SA THOUSAND OAKS LLC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "BAPTIST NEIGHBORHOOD HOSPITAL THOUSAND OAKS",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-baptisthealthemerus-670078",
      "from_entity_id": "Baptist Health/Emerus",
      "to_entity_id": "670078",
      "relationship_type": "owns",
      "effective_date": "",
      "end_date": "",
      "announcement_date": "",
      "status": "confirmed",
      "confidence": "high",
      "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker",
      "plain_english_summary": "The tracker identifies Baptist Health/Emerus in the PE ownership chain, and CMS supplies current enrolled-owner records for the facility.",
      "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker."
    }
  ],
  "acquisitionEvents": [],
  "financialAndUtilizationSeries": [
    {
      "metric_id": "670078-net_patient_revenue-12-31-2023",
      "entity_id": "670078",
      "metric_name": "net_patient_revenue",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "134994453",
      "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": "670078-net_patient_revenue-12-31-2022",
      "entity_id": "670078",
      "metric_name": "net_patient_revenue",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "109332923",
      "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": "670078-net_patient_revenue-12-31-2021",
      "entity_id": "670078",
      "metric_name": "net_patient_revenue",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "107991481",
      "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": "670078-operating_expense-12-31-2023",
      "entity_id": "670078",
      "metric_name": "operating_expense",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "94528357",
      "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": "670078-operating_expense-12-31-2022",
      "entity_id": "670078",
      "metric_name": "operating_expense",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "78987273",
      "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": "670078-operating_expense-12-31-2021",
      "entity_id": "670078",
      "metric_name": "operating_expense",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "79831256",
      "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": "670078-net_income-12-31-2023",
      "entity_id": "670078",
      "metric_name": "net_income",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "46061054",
      "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": "670078-net_income-12-31-2022",
      "entity_id": "670078",
      "metric_name": "net_income",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "36267883",
      "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": "670078-net_income-12-31-2021",
      "entity_id": "670078",
      "metric_name": "net_income",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "33764954",
      "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": "670078-total_assets-12-31-2023",
      "entity_id": "670078",
      "metric_name": "total_assets",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "370838199",
      "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": "670078-total_assets-12-31-2022",
      "entity_id": "670078",
      "metric_name": "total_assets",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "311198088",
      "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": "670078-total_assets-12-31-2021",
      "entity_id": "670078",
      "metric_name": "total_assets",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "274874032",
      "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": "670078-total_liabilities-12-31-2023",
      "entity_id": "670078",
      "metric_name": "total_liabilities",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "25913905",
      "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": "670078-total_liabilities-12-31-2022",
      "entity_id": "670078",
      "metric_name": "total_liabilities",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "12283764",
      "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": "670078-total_liabilities-12-31-2021",
      "entity_id": "670078",
      "metric_name": "total_liabilities",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "12227612",
      "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": "670078-contract_labor_direct_patient_care-12-31-2023",
      "entity_id": "670078",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "1155",
      "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": "670078-contract_labor_direct_patient_care-12-31-2022",
      "entity_id": "670078",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "543936",
      "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": "670078-contract_labor_direct_patient_care-12-31-2021",
      "entity_id": "670078",
      "metric_name": "contract_labor_direct_patient_care",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "1400549",
      "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": "670078-fte_employees-12-31-2023",
      "entity_id": "670078",
      "metric_name": "fte_employees",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "354.44",
      "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": "670078-fte_employees-12-31-2022",
      "entity_id": "670078",
      "metric_name": "fte_employees",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "277.66",
      "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": "670078-fte_employees-12-31-2021",
      "entity_id": "670078",
      "metric_name": "fte_employees",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "283.26",
      "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": "670078-beds-12-31-2023",
      "entity_id": "670078",
      "metric_name": "beds",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "58",
      "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": "670078-beds-12-31-2022",
      "entity_id": "670078",
      "metric_name": "beds",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "58",
      "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": "670078-beds-12-31-2021",
      "entity_id": "670078",
      "metric_name": "beds",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "50",
      "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": "670078-patient_days-12-31-2023",
      "entity_id": "670078",
      "metric_name": "patient_days",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "4029",
      "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": "670078-patient_days-12-31-2022",
      "entity_id": "670078",
      "metric_name": "patient_days",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "3178",
      "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": "670078-patient_days-12-31-2021",
      "entity_id": "670078",
      "metric_name": "patient_days",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "4620",
      "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": "670078-discharges-12-31-2023",
      "entity_id": "670078",
      "metric_name": "discharges",
      "period_start": "01/01/2023",
      "period_end": "12/31/2023",
      "value": "1472",
      "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": "670078-discharges-12-31-2022",
      "entity_id": "670078",
      "metric_name": "discharges",
      "period_start": "01/01/2022",
      "period_end": "12/31/2022",
      "value": "1316",
      "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": "670078-discharges-12-31-2021",
      "entity_id": "670078",
      "metric_name": "discharges",
      "period_start": "01/01/2021",
      "period_end": "12/31/2021",
      "value": "1552",
      "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": [
    {
      "organization": "VANESSA SMITH",
      "role": "CORPORATE OFFICER",
      "association_date": "11/09/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VANESSA SMITH",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "11/09/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EMERUS GROUP HOLDINGS LP",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "09/01/2015",
      "percentage_ownership": "49",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": true,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SHANNON CRINION",
      "role": "CORPORATE OFFICER",
      "association_date": "11/09/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SHANNON CRINION",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "11/09/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VHS SAN ANTONIO PARTNERS LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "11/10/2011",
      "percentage_ownership": "51",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EMERUS INVESTMENT COMPANY LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "11/10/2011",
      "percentage_ownership": "49",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VICTOR SCHMERBECK",
      "role": "CORPORATE OFFICER",
      "association_date": "11/09/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "VICTOR SCHMERBECK",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "02/15/2020",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EMERUS INTERMEDIATE HOLDINGS INC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "09/01/2015",
      "percentage_ownership": "49",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": true,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TOBY HAMILTON",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "11/10/2020",
      "percentage_ownership": "5.92",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TOBY HAMILTON",
      "role": "CORPORATE OFFICER",
      "association_date": "11/10/2020",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JABA INTEREST LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "10/16/2014",
      "percentage_ownership": "5.17",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EMERUS HOLDINGS, INC.",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "11/10/2011",
      "percentage_ownership": "49",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "WELSH CARSON ANDERSON & STOWE XII",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "09/01/2015",
      "percentage_ownership": "19.37",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EMERUS BHS SA LLC",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "06/07/2011",
      "percentage_ownership": "100",
      "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: Baptist Health/Emerus.",
    "Reported investment sponsor: Welsh, Carson, Anderson & Stowe."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [],
  "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": "high",
    "nodes": [
      {
        "id": "facility:670078",
        "label": "BAPTIST NEIGHBORHOOD HOSPITAL THOUSAND OAKS",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:welsh-carson-anderson-and-stowe",
        "label": "Welsh, Carson, Anderson & Stowe",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "organization:emerus-bhs-sa-llc",
        "label": "EMERUS BHS SA LLC",
        "kind": "portfolio_company_or_operator",
        "evidence": "research tracker or primary organizational source"
      },
      {
        "id": "cms-owner:vanessa-smith:0",
        "label": "VANESSA SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:vanessa-smith:1",
        "label": "VANESSA SMITH",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:emerus-group-holdings-lp:2",
        "label": "EMERUS GROUP HOLDINGS LP",
        "kind": "cms_holding_company",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:shannon-crinion:3",
        "label": "SHANNON CRINION",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:shannon-crinion:4",
        "label": "SHANNON CRINION",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:vhs-san-antonio-partners-llc:5",
        "label": "VHS SAN ANTONIO PARTNERS LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:emerus-investment-company-llc:6",
        "label": "EMERUS INVESTMENT COMPANY LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:victor-schmerbeck:7",
        "label": "VICTOR SCHMERBECK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:victor-schmerbeck:8",
        "label": "VICTOR SCHMERBECK",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:emerus-intermediate-holdings-inc:9",
        "label": "EMERUS INTERMEDIATE HOLDINGS INC",
        "kind": "cms_holding_company",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:toby-hamilton:10",
        "label": "TOBY HAMILTON",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:toby-hamilton:11",
        "label": "TOBY HAMILTON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:jaba-interest-llc:12",
        "label": "JABA INTEREST LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:emerus-holdings-inc:13",
        "label": "EMERUS HOLDINGS, INC.",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:welsh-carson-anderson-and-stowe-xii:14",
        "label": "WELSH CARSON ANDERSON & STOWE XII",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      }
    ],
    "edges": [
      {
        "id": "organization:welsh-carson-anderson-and-stowe->organization:emerus-bhs-sa-llc",
        "from": "organization:welsh-carson-anderson-and-stowe",
        "to": "organization:emerus-bhs-sa-llc",
        "relationship": "sponsors",
        "confidence": "medium",
        "sourceIds": [
          "source-cms-hospital-all-owners",
          "source-pesp-hospital-tracker"
        ],
        "note": "The tracker supplies the sponsor-to-platform attribution; CMS does not independently reproduce every sponsor name."
      },
      {
        "id": "organization:emerus-bhs-sa-llc->facility:670078",
        "from": "organization:emerus-bhs-sa-llc",
        "to": "facility:670078",
        "relationship": "reported ownership or operating chain",
        "confidence": "high",
        "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:vanessa-smith:0->facility:670078",
        "from": "cms-owner:vanessa-smith:0",
        "to": "facility:670078",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 11/09/2022"
      },
      {
        "id": "cms-owner:vanessa-smith:1->facility:670078",
        "from": "cms-owner:vanessa-smith:1",
        "to": "facility:670078",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 11/09/2022"
      },
      {
        "id": "cms-owner:emerus-group-holdings-lp:2->facility:670078",
        "from": "cms-owner:emerus-group-holdings-lp:2",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 49% reported ownership · associated 09/01/2015"
      },
      {
        "id": "cms-owner:shannon-crinion:3->facility:670078",
        "from": "cms-owner:shannon-crinion:3",
        "to": "facility:670078",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 11/09/2022"
      },
      {
        "id": "cms-owner:shannon-crinion:4->facility:670078",
        "from": "cms-owner:shannon-crinion:4",
        "to": "facility:670078",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 11/09/2022"
      },
      {
        "id": "cms-owner:vhs-san-antonio-partners-llc:5->facility:670078",
        "from": "cms-owner:vhs-san-antonio-partners-llc:5",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 51% reported ownership · associated 11/10/2011"
      },
      {
        "id": "cms-owner:emerus-investment-company-llc:6->facility:670078",
        "from": "cms-owner:emerus-investment-company-llc:6",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 49% reported ownership · associated 11/10/2011"
      },
      {
        "id": "cms-owner:victor-schmerbeck:7->facility:670078",
        "from": "cms-owner:victor-schmerbeck:7",
        "to": "facility:670078",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 11/09/2022"
      },
      {
        "id": "cms-owner:victor-schmerbeck:8->facility:670078",
        "from": "cms-owner:victor-schmerbeck:8",
        "to": "facility:670078",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 02/15/2020"
      },
      {
        "id": "cms-owner:emerus-intermediate-holdings-inc:9->facility:670078",
        "from": "cms-owner:emerus-intermediate-holdings-inc:9",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 49% reported ownership · associated 09/01/2015"
      },
      {
        "id": "cms-owner:toby-hamilton:10->facility:670078",
        "from": "cms-owner:toby-hamilton:10",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 5.92% reported ownership · associated 11/10/2020"
      },
      {
        "id": "cms-owner:toby-hamilton:11->facility:670078",
        "from": "cms-owner:toby-hamilton:11",
        "to": "facility:670078",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 11/10/2020"
      },
      {
        "id": "cms-owner:jaba-interest-llc:12->facility:670078",
        "from": "cms-owner:jaba-interest-llc:12",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 5.17% reported ownership · associated 10/16/2014"
      },
      {
        "id": "cms-owner:emerus-holdings-inc:13->facility:670078",
        "from": "cms-owner:emerus-holdings-inc:13",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 49% reported ownership · associated 11/10/2011"
      },
      {
        "id": "cms-owner:welsh-carson-anderson-and-stowe-xii:14->facility:670078",
        "from": "cms-owner:welsh-carson-anderson-and-stowe-xii:14",
        "to": "facility:670078",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 19.37% reported ownership · associated 09/01/2015"
      }
    ],
    "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."
    ]
  },
  "descriptiveTrends": [
    {
      "metric": "net_patient_revenue",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 107991481,
      "latestValue": 134994453,
      "absoluteChange": 27002972,
      "percentChange": 25.00472421523694,
      "unit": "USD"
    },
    {
      "metric": "operating_expense",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 79831256,
      "latestValue": 94528357,
      "absoluteChange": 14697101,
      "percentChange": 18.41020890364045,
      "unit": "USD"
    },
    {
      "metric": "net_income",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 33764954,
      "latestValue": 46061054,
      "absoluteChange": 12296100,
      "percentChange": 36.416753299886025,
      "unit": "USD"
    },
    {
      "metric": "total_assets",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 274874032,
      "latestValue": 370838199,
      "absoluteChange": 95964167,
      "percentChange": 34.91205273257679,
      "unit": "USD"
    },
    {
      "metric": "total_liabilities",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 12227612,
      "latestValue": 25913905,
      "absoluteChange": 13686293,
      "percentChange": 111.92940207785462,
      "unit": "USD"
    },
    {
      "metric": "contract_labor_direct_patient_care",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 1400549,
      "latestValue": 1155,
      "absoluteChange": -1399394,
      "percentChange": -99.91753233910417,
      "unit": "USD"
    },
    {
      "metric": "fte_employees",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 283.26,
      "latestValue": 354.44,
      "absoluteChange": 71.18,
      "percentChange": 25.128856880604395,
      "unit": "FTE"
    },
    {
      "metric": "beds",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 50,
      "latestValue": 58,
      "absoluteChange": 8,
      "percentChange": 16,
      "unit": "beds"
    },
    {
      "metric": "patient_days",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 4620,
      "latestValue": 4029,
      "absoluteChange": -591,
      "percentChange": -12.79220779220779,
      "unit": "days"
    },
    {
      "metric": "discharges",
      "earliestPeriod": "12/31/2021",
      "latestPeriod": "12/31/2023",
      "earliestValue": 1552,
      "latestValue": 1472,
      "absoluteChange": -80,
      "percentChange": -5.154639175257731,
      "unit": "discharges"
    }
  ]
}
