{
  "schemaVersion": 3,
  "entityId": "pe-tracker-23T097",
  "canonicalName": "MARY FREE BED AT MUNSON",
  "status": "confirmed_pe",
  "statusLabel": "CMS-corroborated PE ownership record",
  "summary": "MARY FREE BED AT MUNSON is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for MUNSON MEDICAL CENTER. 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": "medium",
    "source_count": 4,
    "ownership_source_count": 2,
    "identity_match_method": "CCN exact match",
    "publication_decision": "Meets the Phase 3 publication standard for its displayed status"
  },
  "identifiers": {
    "ccn": "023097",
    "npi": "1104080621",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "MUNSON MEDICAL CENTER",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-maryfreebedrehabilitation-pe-tracker-23T097",
      "from_entity_id": "Mary Free Bed Rehabilitation Hospital",
      "to_entity_id": "pe-tracker-23T097",
      "relationship_type": "owns",
      "effective_date": "",
      "end_date": "",
      "announcement_date": "",
      "status": "confirmed",
      "confidence": "medium",
      "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker",
      "plain_english_summary": "The tracker identifies Mary Free Bed Rehabilitation Hospital 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": [],
  "cmsOwnerRecords": [
    {
      "organization": "KIMBERLY MORLEY",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ANDREW PAGE",
      "role": "CORPORATE OFFICER",
      "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": "RUTH HOPPE",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "PAUL KONOPACKI",
      "role": "CORPORATE OFFICER",
      "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": "PAUL KONOPACKI",
      "role": "W-2 MANAGING EMPLOYEE",
      "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": "PAUL KONOPACKI",
      "role": "OPERATIONAL/MANAGERIAL CONTROL",
      "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": "VINCENT SCHULTZ",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "THOMAS VERYSER",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KENNETH BLOEM",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "TIMOTHY NELSON",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2013",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DAVID MENGEBIER",
      "role": "CORPORATE OFFICER",
      "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": "NICHOLAS CEGLAREK",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KATHY DIXON",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MARY SANDERS",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ELAINE WOOD",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MUNSON HEALTHCARE",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "07/24/1985",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "EDWIN NESS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "07/01/2010",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "OWEN ROBERTS",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MATTHEW BULLOCH",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KATHLEEN LARAIA",
      "role": "CORPORATE DIRECTOR",
      "association_date": "11/22/2023",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KATHLEEN LARAIA",
      "role": "W-2 MANAGING EMPLOYEE",
      "association_date": "11/22/2023",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BRUCE ZENNER",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "SAKURA TAKANO",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "KRISTINE THOMAS",
      "role": "CORPORATE DIRECTOR",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "BRIAN POSTMA",
      "role": "CORPORATE OFFICER",
      "association_date": "01/01/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "DINO RECCHIA",
      "role": "CORPORATE OFFICER",
      "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": "JENNIFER KING",
      "role": "CORPORATE OFFICER",
      "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
    }
  ],
  "directConnections": [
    "Reported parent system or portfolio company: Mary Free Bed Rehabilitation Hospital.",
    "Reported investment sponsor: Graham Healthcare Capital."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "CMS corroborates an enrolled ownership chain, but its owner names do not independently reproduce every sponsor or portfolio-company name from the tracker.",
    "No compatible HCRIS cost-report rows were matched to the resolved CCN."
  ],
  "unavailableFields": [
    "Precise acquisition date",
    "Official facility URL",
    "Current CMS overall rating"
  ],
  "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"
    }
  ],
  "ownershipChain": {
    "model": "Sponsor, operator, CMS legal-owner/control records, and facility are shown as separate evidence layers.",
    "confidence": "medium",
    "nodes": [
      {
        "id": "facility:pe-tracker-23T097",
        "label": "MARY FREE BED AT MUNSON",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:graham-healthcare-capital",
        "label": "Graham Healthcare Capital",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "cms-owner:kimberly-morley:0",
        "label": "KIMBERLY MORLEY",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:andrew-page:1",
        "label": "ANDREW PAGE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:ruth-hoppe:2",
        "label": "RUTH HOPPE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:paul-konopacki:3",
        "label": "PAUL KONOPACKI",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:paul-konopacki:4",
        "label": "PAUL KONOPACKI",
        "kind": "cms_owner_or_controller",
        "evidence": "W-2 MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:paul-konopacki:5",
        "label": "PAUL KONOPACKI",
        "kind": "cms_owner_or_controller",
        "evidence": "OPERATIONAL/MANAGERIAL CONTROL"
      },
      {
        "id": "cms-owner:vincent-schultz:6",
        "label": "VINCENT SCHULTZ",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:thomas-veryser:7",
        "label": "THOMAS VERYSER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kenneth-bloem:8",
        "label": "KENNETH BLOEM",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:timothy-nelson:9",
        "label": "TIMOTHY NELSON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:david-mengebier:10",
        "label": "DAVID MENGEBIER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:nicholas-ceglarek:11",
        "label": "NICHOLAS CEGLAREK",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:kathy-dixon:12",
        "label": "KATHY DIXON",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE DIRECTOR"
      },
      {
        "id": "cms-owner:mary-sanders:13",
        "label": "MARY SANDERS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:elaine-wood:14",
        "label": "ELAINE WOOD",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:munson-healthcare:15",
        "label": "MUNSON HEALTHCARE",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      }
    ],
    "edges": [
      {
        "id": "organization:graham-healthcare-capital->facility:pe-tracker-23T097",
        "from": "organization:graham-healthcare-capital",
        "to": "facility:pe-tracker-23T097",
        "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:kimberly-morley:0->facility:pe-tracker-23T097",
        "from": "cms-owner:kimberly-morley:0",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2022"
      },
      {
        "id": "cms-owner:andrew-page:1->facility:pe-tracker-23T097",
        "from": "cms-owner:andrew-page:1",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2024"
      },
      {
        "id": "cms-owner:ruth-hoppe:2->facility:pe-tracker-23T097",
        "from": "cms-owner:ruth-hoppe:2",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:paul-konopacki:3->facility:pe-tracker-23T097",
        "from": "cms-owner:paul-konopacki:3",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2024"
      },
      {
        "id": "cms-owner:paul-konopacki:4->facility:pe-tracker-23T097",
        "from": "cms-owner:paul-konopacki:4",
        "to": "facility:pe-tracker-23T097",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "W-2 MANAGING EMPLOYEE · associated 01/01/2024"
      },
      {
        "id": "cms-owner:paul-konopacki:5->facility:pe-tracker-23T097",
        "from": "cms-owner:paul-konopacki:5",
        "to": "facility:pe-tracker-23T097",
        "relationship": "controls or manages",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "OPERATIONAL/MANAGERIAL CONTROL · associated 01/01/2024"
      },
      {
        "id": "cms-owner:vincent-schultz:6->facility:pe-tracker-23T097",
        "from": "cms-owner:vincent-schultz:6",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2022"
      },
      {
        "id": "cms-owner:thomas-veryser:7->facility:pe-tracker-23T097",
        "from": "cms-owner:thomas-veryser:7",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:kenneth-bloem:8->facility:pe-tracker-23T097",
        "from": "cms-owner:kenneth-bloem:8",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2022"
      },
      {
        "id": "cms-owner:timothy-nelson:9->facility:pe-tracker-23T097",
        "from": "cms-owner:timothy-nelson:9",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2013"
      },
      {
        "id": "cms-owner:david-mengebier:10->facility:pe-tracker-23T097",
        "from": "cms-owner:david-mengebier:10",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2024"
      },
      {
        "id": "cms-owner:nicholas-ceglarek:11->facility:pe-tracker-23T097",
        "from": "cms-owner:nicholas-ceglarek:11",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:kathy-dixon:12->facility:pe-tracker-23T097",
        "from": "cms-owner:kathy-dixon:12",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE DIRECTOR · associated 01/01/2022"
      },
      {
        "id": "cms-owner:mary-sanders:13->facility:pe-tracker-23T097",
        "from": "cms-owner:mary-sanders:13",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2022"
      },
      {
        "id": "cms-owner:elaine-wood:14->facility:pe-tracker-23T097",
        "from": "cms-owner:elaine-wood:14",
        "to": "facility:pe-tracker-23T097",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/01/2022"
      },
      {
        "id": "cms-owner:munson-healthcare:15->facility:pe-tracker-23T097",
        "from": "cms-owner:munson-healthcare:15",
        "to": "facility:pe-tracker-23T097",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 07/24/1985"
      }
    ],
    "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": []
}
