Composite
68.9 / 100 percentile
| Component | Percentile | Raw | Weight | Weight share | Contribution | Counts |
|---|---|---|---|---|---|---|
| regulatory risk | 94.8 | 92.9 | 0.30 | 0.2308 | 21.88 | in index |
| financial risk | 74.6 | 62.5 | 0.30 | 0.2308 | 17.22 | in index |
| staffing risk | 56.2 | 56.2 | 0.25 | 0.1923 | 10.81 | in index |
| chow risk | 48.9 | 53.3 | 0.15 | 0.1154 | 5.64 | in index |
| billing conduct | 0.0 | 0.0 | 0.30 | 0.2308 | 0.00 | in index |
| Kind | Finding | Signal | Subject | First seen |
|---|---|---|---|---|
| anomaly | Federal penalty spike | 3.3x prior | this facility | 2026-07-29 |
| connection | Owner fleet risk far above national | +34.1 vs natl | JOSEPH CHARLES TUTERA 2013 FAMILY IRREVOCIABLE TRUST AGREEMENT | 6 facilities |
| connection | Owner fleet risk far above national | +33.4 vs natl | MARIAN OLANDER TUTERA 2020 MRTL TR | 5 facilities |
| connection | Owner fleet risk far above national | +29.3 vs natl | TUTERA JOSEPH | 22 facilities |
| connection | Owner fleet risk far above national | +27.2 vs natl | WALNUT CREEK MANAGEMENT COMPANY LLC | 22 facilities |
| connection | Owner fleet risk far above national | +26.8 vs natl | BROOKS KILEY | 29 facilities |
| connection | Owner fleet enforcement cluster | 83% fined | JOSEPH CHARLES TUTERA 2013 FAMILY IRREVOCIABLE TRUST AGREEMENT | 6 facilities |
| connection | Owner fleet enforcement cluster | 80% fined | MARIAN OLANDER TUTERA 2020 MRTL TR | 5 facilities |
| connection | Owner fleet enforcement cluster | 59% fined | TUTERA JOSEPH | 22 facilities |
| connection | Owner fleet enforcement cluster | 48% fined | BROOKS KILEY | 29 facilities |
| connection | Owner fleet enforcement cluster | 46% fined | WALNUT CREEK MANAGEMENT COMPANY LLC | 22 facilities |
| Score type | Score | Grade | Model | Status | Registry model notes |
|---|---|---|---|---|---|
| billing conduct | 0.0 | A | v0.1-pacpuf-snf | default · in composite | R22. PAC PUF SNF 2023. PDPM coding intensity vs acuity, stay length, charge markup. |
| chow risk | 24.1 | A | v0.1-pos | default · in composite | Change-of-ownership footprint in the CMS Provider of Services file: control-family, legal-name and address deltas across quarterly snapshots, plus certification reset recency and Medicare tenure. |
| chow risk | 82.5 | F | v0.6 | default · in composite | |
| financial risk | 62.5 | C | v0.5 | default · in composite | R18. |
| p adverse action 12m | 0.0 | — | v0.1 | default · in composite | R23/W4-3. Deterministic logistic p(Medicare termination within 12m), SNF only. Label = first POS termination date (any code: voluntary closure, involuntary termination, merger exit); facilities already terminated by the panel date are excluded, not counted as safe. Trained on panels 2024-07/2024-10/2025-01 (n=46,466, 283 positives), evaluated on the held-out later panel 2025-04 BEFORE shipping: AUC 0.971, top-decile lift 9.5x, top-decile capture 95.4% of the 65 terminations that followed. Separability is high because closures announce themselves in the data: collapsing occupancy is the strongest signal, and the learned NEGATIVE weight on 12m deficiency counts is the surveys-stop signature of a facility winding down, not a claim that clean inspections are dangerous. Same 15 as-of-date features and anti-leakage chassis as p_chow_12m; SFF entry rejected as a label (only one month of SFF history exists, so as-of transitions cannot be reconstructed). Score = probability x 100; grade NULL. Not in any composite. |
| p chow 12m | 0.0 | — | v0.1 | default · in composite | R22/W4-2. Deterministic logistic p(CHOW within 12m), SNF only. Trained on panels 2024-07/2024-10/2025-01 (n=50,700, 1,207 positives), evaluated on the held-out later panel 2025-04 BEFORE shipping: AUC 0.874, top-decile lift 5.0x (top 10% of predictions captured 49.6% of the CHOWs that actually closed in the next 12 months). Shipped coefficients are the evaluated ones; no post-holdout refit. Caveat: holdout positives (133) run below the training base rate because recent CHOWs surface in public records with a lag, so measured lift is conservative. Features are as-of-date public records: PBJ staffing level/trend/contract share (quarterly history to 2022Q1), deficiency and CMP counts (12m), ownership tenure and churn from CHOW-evidenced transactions, beds, occupancy, ownership type, chain size. Chain membership and ownership type are current-state (history not published). SFF and star ratings deliberately excluded (no as-of history). Notable learned direction: long ownership tenure RAISES sale odds and a recent prior CHOW lowers them. Score = probability x 100; grade is NULL because a probability is not a quality letter. Not in any composite. |
| regulatory risk | 92.9 | F | v0.3 | default · in composite | Deficiency-based, SNF population. Runs alongside v0.5-pos. |
| staffing risk | 56.2 | C | v0.3 | default · in composite | Cost-report staffing, SNF population. Runs alongside v0.4-pos, which covers ICF/IID from POS. |
| financial risk | 96.7 | F | v0.1 | superseded | Pre-registry model iteration, superseded by a later financial_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| financial risk | 76.7 | D | v0.2 | superseded | Pre-registry model iteration, superseded by a later financial_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| financial risk | 74.9 | D | v0.3 | superseded | Pre-registry model iteration, superseded by a later financial_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| financial risk | 60.8 | C | v0.4 | superseded | Pre-registry model iteration, superseded by a later financial_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| regulatory risk | 92.9 | F | v0.1 | superseded | Pre-registry model iteration, superseded by a later regulatory_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| regulatory risk | 92.9 | F | v0.2 | superseded | Pre-registry model iteration, superseded by a later regulatory_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| staffing risk | 56.2 | C | v0.1 | superseded | Pre-registry model iteration, superseded by a later staffing_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| staffing risk | 56.2 | C | v0.2 | superseded | Pre-registry model iteration, superseded by a later staffing_risk rebuild. Rows retained for audit per project convention (see regulatory_risk v0.4-pos); never consumed because v_cii_api_facility_score and the composite eligibility join both require status = default. Backfilled 2026-07-26 by alert triage on model_registry_integrity. |
| Driver | Value | Pull on odds | |
|---|---|---|---|
| Never sold on record | 0.00 | -1.62 | |
| Current owner tenure (years) | 2.99 | -1.55 | |
| Ownership changes, last 5 years | 1.00 | -0.87 | |
| For-profit ownership | 1.00 | +0.69 | |
| Occupancy | 0.91 | -0.61 | |
| No PBJ staffing report | 0.00 | +0.42 | |
| Chain size (log) | 3.18 | +0.27 | |
| High-severity deficiencies, 12m | 3.00 | +0.14 |
| Driver | Value | Pull on odds | |
|---|---|---|---|
| For-profit ownership | 1.00 | -0.69 | |
| Fine amount, 12m (log) | 11.76 | -0.68 | |
| Occupancy | 0.91 | -0.67 | |
| Chain size (log) | 3.18 | -0.65 | |
| No PBJ staffing report | 0.00 | +0.39 | |
| Never sold on record | 0.00 | -0.28 | |
| Staffing trend, last 4 quarters | 0.66 | +0.28 | |
| Current owner tenure (years) | 2.99 | -0.25 |
| 2025Q4 HPRD | This facility | MO median | National median | National p25–p75 |
|---|---|---|---|---|
| Total nurse | 3.19 | 2.41 | 3.28 | 2.90–3.77 |
| RN | 0.17 | 0.25 | 0.39 | 0.25–0.58 |
| Weekend total | 2.85 | 2.24 | 3.11 | — |
| Weekday total | 3.33 | 2.49 | 3.35 | — |
| Quarter | Days | Avg census | Total HPRD | RN | LPN | CNA | Weekend | Contract % |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 92 | 73.6 | 3.19 | 0.17 | 1.02 | 2.00 | 2.85 | 11.6% |
| 2025Q3 | 92 | 70.0 | 3.12 | 0.13 | 1.21 | 1.79 | 2.75 | 24.6% |
| 2025Q2 | 91 | 64.3 | 2.58 | 0.07 | 0.95 | 1.57 | 2.30 | 13.6% |
| 2025Q1 | 90 | 62.0 | 2.76 | 0.10 | 0.98 | 1.69 | 2.40 | 30.5% |
| 2024Q4 | 92 | 60.0 | 2.54 | 0.06 | 0.99 | 1.48 | 2.31 | 27.4% |
| 2024Q3 | 92 | 60.6 | 2.28 | 0.08 | 0.93 | 1.27 | 2.03 | 11.8% |
| 2024Q2 | 91 | 55.5 | 2.48 | 0.18 | 1.02 | 1.28 | 2.19 | 4.8% |
| 2024Q1 | 91 | 55.5 | 3.08 | 0.22 | 1.10 | 1.76 | 2.83 | 3.6% |
| 2023Q4 | 92 | 60.5 | 2.79 | 0.23 | 0.98 | 1.57 | 2.73 | 10.9% |
| 2023Q3 | 92 | 59.3 | 2.71 | 0.43 | 0.72 | 1.55 | 2.66 | 15.8% |
| 2023Q2 | 91 | 58.6 | 3.71 | 0.41 | 1.05 | 2.24 | 3.43 | 38.2% |
| 2023Q1 | 90 | 58.9 | 3.65 | 0.17 | 1.29 | 2.19 | 3.50 | 48.7% |
| 2022Q4 | 92 | 57.8 | 3.69 | 0.19 | 1.16 | 2.34 | 3.36 | 62.9% |
| 2022Q3 | 92 | 57.0 | 3.09 | 0.24 | 1.10 | 1.75 | 3.07 | 56.7% |
| 2022Q2 | 91 | 53.0 | 3.10 | 0.17 | 1.11 | 1.83 | 2.75 | 46.1% |
| 2022Q1 | 90 | 43.4 | 2.80 | 0.15 | 0.98 | 1.67 | 2.76 | 44.3% |
| Date | Type | Fine | Source |
|---|---|---|---|
| 2025-12-15 | Fine | $86,190 | CMS provider data |
| 2025-08-07 | Fine | $41,659 | CMS provider data |
| 2025-05-02 | Fine | $12,425 | CMS provider data |
| 2025-05-02 | Payment Denial | — | CMS provider data |
| 2024-02-06 | Fine | $9,032 | CMS provider data |
| 2023-10-03 | Fine | $73,593 | CMS provider data |
| 2023-10-03 | Payment Denial | — | CMS provider data |
| 2023-08-28 | Fine | $2,098 | CMS provider data |
| 2023-08-21 | Fine | $1,764 | CMS provider data |
| 2023-07-31 | Fine | $3,145 | CMS provider data |
| 2023-06-28 | Fine | $14,518 | CMS provider data |
| Survey | Type | Tag | Deficiency | Scope | Corrected |
|---|---|---|---|---|---|
| 2026-04-01 | Health · complaint | F0569 | Notify each resident of certain balances and convey resident funds upon discharge, eviction, or death. | E | 2026-05-08 |
| 2025-12-15 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | G | 2026-01-19 |
| 2025-12-15 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2026-01-19 |
| 2025-09-03 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2025-10-01 |
| 2025-08-07 | Health · complaint | F0584 | Honor the resident's right to a safe, clean, comfortable and homelike environment, including but not limited to receiving treatment and supports for daily living safely. | D | 2025-08-27 |
| 2025-08-07 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | 2025-10-01 |
| 2025-08-07 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2025-10-01 |
| 2025-08-07 | Health · complaint | F0804 | Ensure food and drink is palatable, attractive, and at a safe and appetizing temperature. | E | 2025-08-27 |
| 2025-06-10 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | 2025-06-12 |
| 2025-05-02 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | 2025-06-12 |
| 2025-05-02 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2025-05-21 |
| 2025-05-02 | Health · complaint | F0801 | Employ sufficient staff with the appropriate competencies and skills sets to carry out the functions of the food and nutrition service, including a qualified dietician. | F | 2025-05-21 |
| 2025-05-02 | Health · complaint | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | 2025-05-21 |
| 2025-05-02 | Health · complaint | F0908 | Keep all essential equipment working safely. | D | 2025-05-21 |
| 2025-03-04 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2025-03-19 |
| 2025-02-21 | Health · complaint | F0919 | Make sure that a working call system is available in each resident's bathroom and bathing area. | F | 2025-03-03 |
| 2024-09-18 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2024-10-10 |
| 2024-07-30 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2024-07-18 |
| 2024-07-17 | Health · complaint | F0620 | Not require residents to give up Medicare or Medicaid benefits, or pay privately as a condition of admission; and must tell residents what care they do not provide. | E | 2024-08-12 |
| 2024-03-21 | Health | F0554 | Allow residents to self-administer drugs if determined clinically appropriate. | D | 2024-05-05 |
| 2024-03-21 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2024-05-05 |
| 2024-03-21 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2024-05-05 |
| 2024-03-21 | Health | F0657 | Develop the complete care plan within 7 days of the comprehensive assessment; and prepared, reviewed, and revised by a team of health professionals. | D | 2024-05-05 |
| 2024-03-21 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2024-05-05 |
| 2024-03-21 | Health | F0801 | Employ sufficient staff with the appropriate competencies and skills sets to carry out the functions of the food and nutrition service, including a qualified dietician. | F | 2024-05-05 |
| 2024-03-21 | Health | F0880 | Provide and implement an infection prevention and control program. | D | 2024-05-05 |
| 2024-01-03 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2024-01-31 |
| 2024-01-03 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | D | 2024-01-31 |
| 2023-11-20 | Health · complaint | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | G | 2023-12-15 |
| 2023-10-03 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2023-11-15 |
| 2023-10-03 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2023-11-15 |
| 2023-10-03 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2023-11-15 |
| 2023-10-03 | Health · complaint | F0692 | Provide enough food/fluids to maintain a resident's health. | D | 2023-11-15 |
| 2023-10-03 | Health · complaint | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | G | 2023-12-15 |
| 2023-06-28 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | J | 2023-06-18 |
| 2023-06-28 | Health · complaint | F0835 | Administer the facility in a manner that enables it to use its resources effectively and efficiently. | E | 2023-07-31 |
| 2023-06-28 | Health · complaint | F0920 | Provide at least one room set aside to use as a resident dining room and for activities, that is a good size, with good lighting, air flow and furniture. | E | 2023-07-31 |
| 2022-07-13 | Health | F0558 | Reasonably accommodate the needs and preferences of each resident. | E | 2022-12-06 |
| 2022-07-13 | Health | F0578 | Honor the resident's right to request, refuse, and/or discontinue treatment, to participate in or refuse to participate in experimental research, and to formulate an advance directive. | D | 2022-10-11 |
| 2022-07-13 | Health | F0584 | Honor the resident's right to a safe, clean, comfortable and homelike environment, including but not limited to receiving treatment and supports for daily living safely. | E | 2022-12-06 |
| 2022-07-13 | Health | F0585 | Honor the resident's right to voice grievances without discrimination or reprisal and the facility must establish a grievance policy and make prompt efforts to resolve grievances. | E | 2022-10-11 |
| 2022-07-13 | Health | F0602 | Protect each resident from the wrongful use of the resident's belongings or money. | E | 2022-10-11 |
| 2022-07-13 | Health | F0623 | Provide timely notification to the resident, and if applicable to the resident representative and ombudsman, before transfer or discharge, including appeal rights. | C | 2022-10-11 |
| 2022-07-13 | Health | F0625 | Notify the resident or the resident’s representative in writing how long the nursing home will hold the resident’s bed in cases of transfer to a hospital or therapeutic leave. | B | 2022-10-11 |
| 2022-07-13 | Health | F0637 | Assess the resident when there is a significant change in condition | D | 2022-10-11 |
| 2022-07-13 | Health | F0638 | Assure that each resident’s assessment is updated at least once every 3 months. | E | 2022-12-06 |
| 2022-07-13 | Health | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | E | 2022-12-30 |
| 2022-07-13 | Health | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | 2022-12-06 |
| 2022-07-13 | Health | F0679 | Provide activities to meet all resident's needs. | E | 2022-10-11 |
| 2022-07-13 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2022-12-30 |
| 2022-07-13 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2022-12-06 |
| 2022-07-13 | Health | F0755 | Provide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist. | E | 2022-10-11 |
| 2022-07-13 | Health | F0761 | Ensure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs. | E | 2022-10-11 |
| 2022-07-13 | Health | F0803 | Ensure menus must meet the nutritional needs of residents, be prepared in advance, be followed, be updated, be reviewed by dietician, and meet the needs of the resident. | E | 2022-12-06 |
| 2022-07-13 | Health | F0804 | Ensure food and drink is palatable, attractive, and at a safe and appetizing temperature. | E | 2022-12-06 |
| 2022-07-13 | Health | F0880 | Provide and implement an infection prevention and control program. | F | 2022-10-11 |
| 2022-07-13 | Health | F0924 | Put firmly secured handrails on each side of hallways. | E | 2022-12-06 |
| 2019-08-22 | Health | F0561 | Honor the resident's right to and the facility must promote and facilitate resident self-determination through support of resident choice. | E | 2019-10-01 |
| 2019-08-22 | Health | F0570 | Assure the security of all personal funds of residents deposited with the facility. | E | 2019-10-01 |
| 2019-08-22 | Health | F0578 | Honor the resident's right to request, refuse, and/or discontinue treatment, to participate in or refuse to participate in experimental research, and to formulate an advance directive. | D | 2019-10-01 |
| 2019-08-22 | Health | F0584 | Honor the resident's right to a safe, clean, comfortable and homelike environment, including but not limited to receiving treatment and supports for daily living safely. | E | 2019-10-01 |
| 2019-08-22 | Health | F0623 | Provide timely notification to the resident, and if applicable to the resident representative and ombudsman, before transfer or discharge, including appeal rights. | D | 2019-10-01 |
| 2019-08-22 | Health | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | E | 2019-10-01 |
| 2019-08-22 | Health | F0659 | Provide care by qualified persons according to each resident's written plan of care. | E | 2019-10-01 |
| 2019-08-22 | Health | F0661 | Ensure necessary information is communicated to the resident, and receiving health care provider at the time of a planned discharge. | D | 2019-10-01 |
| 2019-08-22 | Health | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | E | 2019-10-01 |
| 2019-08-22 | Health | F0690 | Provide appropriate care for residents who are continent or incontinent of bowel/bladder, appropriate catheter care, and appropriate care to prevent urinary tract infections. | D | 2019-10-01 |
| 2019-08-22 | Health | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | D | 2019-10-01 |
| 2019-08-22 | Health | F0698 | Provide safe, appropriate dialysis care/services for a resident who requires such services. | D | 2019-10-01 |
| 2019-08-22 | Health | F0758 | Implement gradual dose reductions(GDR) and non-pharmacological interventions, unless contraindicated, prior to initiating or instead of continuing psychotropic medication; and PRN orders for psychotropic medications are only used when the medication is necessary and PRN use is limited. | D | 2019-10-01 |
| 2019-08-22 | Health | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | 2019-10-01 |
| 2019-08-22 | Health | F0814 | Dispose of garbage and refuse properly. | D | 2019-10-01 |
| 2019-08-22 | Health | F0880 | Provide and implement an infection prevention and control program. | E | 2019-10-01 |
| 2019-08-22 | Health | F0883 | Develop and implement policies and procedures for flu and pneumonia vaccinations. | E | 2019-10-01 |
| Owner | Role | Pct | From | Status | Source |
|---|---|---|---|---|---|
| ST CHARLES PROPCO | Corporation, partnership or other organization has financial interest in provider | 100% | 2024-01-01 | current | hcris_a_8_1 |
| ST CHARLES PROPCO | Corporation, partnership or other organization has financial interest in provider | 100% | 2023-08-01 | current | hcris_a_8_1 |
| ST CHARLES HOLDCO HOLDINGS LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 20% | 2023-08-01 | current | pecos_ownership |
| JOSEPH CHARLES TUTERA 2013 FAMILY IRREVOCIABLE TRUST AGREEMENT | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 13% | 2023-08-01 | current | pecos_ownership |
| MARIAN OLANDER TUTERA 2020 MRTL TR | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 6% | 2023-08-01 | current | pecos_ownership |
| BROOKS, KILEY | CORPORATE OFFICER | — | 2023-08-01 | current | pecos_ownership |
| TUTERA, JOSEPH | CORPORATE OFFICER | — | 2023-08-01 | current | pecos_ownership |
| WALNUT CREEK MANAGEMENT COMPANY LLC | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-08-01 | current | pecos_ownership |
| WEOSC HOLDING COMPANY | Corporation, partnership or other organization has financial interest in provider | — | 2023-01-01 | current | hcris_a_8_1 |
| TUTERA INVESTMENTS, LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 18% | 2023-08-01 | ended 2026-05-18 | pecos_ownership |
| JOSEPH TUTERA | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 13% | 2023-08-01 | ended 2026-05-18 | pecos_ownership |
| KILEY BROOKS | OPERATIONAL/MANAGERIAL CONTROL | 5% | 2023-08-01 | ended 2026-05-18 | pecos_ownership |
| WEOSC HOLDING COMPANY | Corporation, partnership or other organization has financial interest in provider | — | 2022-01-01 | ended 2022-12-31 | hcris_a_8_1 |
| WEOSC HOLDING COMPANY | Corporation, partnership or other organization has financial interest in provider | — | 2021-01-01 | ended 2021-12-31 | hcris_a_8_1 |
| WEOSC HOLDING COMPANY LLC | Corporation, partnership or other organization has financial interest in provider | — | 2020-01-01 | ended 2020-12-31 | hcris_a_8_1 |
| Close date | Price | Buyer | Seller | Evidence |
|---|---|---|---|---|
| 2023-08-01 | — | ST CHARLES OPCO LLC | WINDSOR ESTATES OF ST CHARLES SNAL LLC | chow |
| Close | Facility | Price | $/bed | Cap rate | Beds | Buyer |
|---|---|---|---|---|---|---|
| 2025-10-01 | AVENIR AT MAPLE GROVE | — | — | — | 90 | NBH2 MGOPCO LLC |
| 2025-10-01 | AVENIR AT MARK TWAIN | — | — | — | 120 | NBH1 MTOPCO LLC |
| 2025-10-01 | ARBOR HILLS CARE & REHAB CENTER | — | — | — | 150 | ARBOR HILLS HEALTHCARE, LLC |
| 2025-10-01 | ASCEND AT AURORA | — | — | — | 125 | NBH3 SFOPCO LLC |
| 2025-09-01 | HUBBLE CREEK | — | — | — | 105 | HUBBLE CREEK LLC |
| 2025-08-01 | HIDDEN LAKE HEALTH CARE CENTER | — | — | — | 67 | HIDDEN LAKE HEALTH CARE CENTER, LLC |
| 2025-05-01 | PINE GROVE MANOR | — | — | — | 77 | PINE GROVE MANOR LLC |
| 2025-05-01 | MONARCH SPRINGS WELLNESS & REHABILITATION | — | — | — | 119 | MONARCH SPRINGS WELLNESS & REHABILITATION LLC |
| 2025-05-01 | ASPIRE SENIOR LIVING NEW FLORENCE | — | — | — | 87 | ASPIRE SENIOR LIVING NEW FLORENCE LLC |
| 2025-04-01 | SOUTH COUNTY HEALTH CARE CENTER | — | — | — | 153 | SOUTH COUNTY HEALTH CARE CENTER, L.L.C. |
| 2025-02-01 | ARBOR VIEW NURSING AND REHABILITATION | — | — | — | 150 | FORREST OPCO LLC |
| 2025-02-01 | AMBERWOOD ESTATES NURSING AND REHABILITATION | — | — | — | 115 | ISLAND HC OPERATIONS LLC |
| Geo | Kind | BR | Amount | As of | Source |
|---|---|---|---|---|---|
| county 29183 | acs median gross | 0 | $1,204 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | fmr | 0 | $955 | 2025-10-01 | HUD_USER_FMR |
| county 29183 | acs median gross | 1 | $1,223 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | fmr | 1 | $995 | 2025-10-01 | HUD_USER_FMR |
| county 29183 | acs median gross | 2 | $1,328 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | fmr | 2 | $1,218 | 2025-10-01 | HUD_USER_FMR |
| county 29183 | acs median gross | 3 | $1,640 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | fmr | 3 | $1,568 | 2025-10-01 | HUD_USER_FMR |
| county 29183 | acs median gross | 4 | $2,080 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | fmr | 4 | $1,812 | 2025-10-01 | HUD_USER_FMR |
| county 29183 | acs median gross | 5 | $2,337 | 2024-12-31 | CENSUS_ACS5 |
| county 29183 | acs median gross | $1,370 | 2024-12-31 | CENSUS_ACS5 | |
| county 29183 | acs recent mover gross | $1,652 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 63301 | acs median gross | 0 | $970 | 2024-12-31 | CENSUS_ACS5 |
| zcta 63301 | acs median gross | 1 | $886 | 2024-12-31 | CENSUS_ACS5 |
| zcta 63301 | acs median gross | 2 | $1,197 | 2024-12-31 | CENSUS_ACS5 |
| zcta 63301 | acs median gross | 3 | $1,443 | 2024-12-31 | CENSUS_ACS5 |
| zcta 63301 | acs median gross | 4 | $2,209 | 2024-12-31 | CENSUS_ACS5 |
| zcta 63301 | acs median gross | $1,154 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 63301 | acs recent mover gross | $1,534 | 2024-12-31 | CENSUS_ACS5 | |
| zip 63301 | payment standard 110 | 0 | $1,056 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 90 | 0 | $864 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | safmr | 0 | $960 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 110 | 1 | $1,100 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 90 | 1 | $900 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | safmr | 1 | $1,000 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 110 | 2 | $1,342 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 90 | 2 | $1,098 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | safmr | 2 | $1,220 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 110 | 3 | $1,727 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 90 | 3 | $1,413 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | safmr | 3 | $1,570 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 110 | 4 | $1,991 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | payment standard 90 | 4 | $1,629 | 2025-10-01 | HUD_USER_SAFMR |
| zip 63301 | safmr | 4 | $1,810 | 2025-10-01 | HUD_USER_SAFMR |