Composite
98.0 / 100 percentile
Screener / 525654
F
HERITAGE LAKESIDE
snfWI
1016 LAKESHORE DR, RICE LAKE, WI 54868 · CCN 525654
Peer group
snf n = 14,684
Evidence depth
deep
Certified beds
50
Model
v1.2
Reads as: riskier than 98.0% of the 14,684 facilities in the snf peer group. percentile within peer group, 100 = highest risk. Grade bands are fixed percentile cuts (F is the top 5% of peer risk), so a grade is a position, not an absolute level.
Score model5Components16CHOW radar1Distress radar1Staffing14Penalties2Deficiencies68Licensure0Ownership4Related party2Transactions1Comps12Market rent33
Composite explanation
5| Component | Percentile | Raw | Weight | Weight share | Contribution | Counts |
|---|---|---|---|---|---|---|
| financial risk | 98.0 | 91.0 | 0.30 | 0.2308 | 22.62 | in index |
| regulatory risk | 96.6 | 95.2 | 0.30 | 0.2308 | 22.29 | in index |
| billing conduct | 81.1 | 53.6 | 0.30 | 0.2308 | 18.72 | in index |
| chow risk | 89.1 | 70.0 | 0.15 | 0.1154 | 10.28 | in index |
| staffing risk | 14.1 | 14.2 | 0.25 | 0.1923 | 2.71 | in index |
weighted_contribution sums to pre_rank_index over rows where counts_toward_index is true. The composite is the facility's percentile position of that index within its peer group, so contributions explain the input, and the rank explains the score.
Component scores and registry models
16| Score type | Score | Grade | Model | Status | Registry model notes |
|---|---|---|---|---|---|
| billing conduct | 53.6 | C | v0.1-pacpuf-snf | default · in composite | R22. PAC PUF SNF 2023. PDPM coding intensity vs acuity, stay length, charge markup. |
| chow risk | 55.0 | C | 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 | 85.0 | F | v0.6 | default · in composite | |
| financial risk | 91.0 | F | 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 | 0.1 | — | 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 | 95.2 | F | v0.3 | default · in composite | Deficiency-based, SNF population. Runs alongside v0.5-pos. |
| staffing risk | 14.2 | A | v0.3 | default · in composite | Cost-report staffing, SNF population. Runs alongside v0.4-pos, which covers ICF/IID from POS. |
| financial risk | 88.1 | 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 | 68.1 | 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 | 72.1 | 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 | 89.7 | F | 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 | 95.2 | 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 | 95.2 | 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 | 14.2 | A | 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 | 14.2 | A | 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. |
Rows with counts_toward_composite false come from models that are addressable or retracted rather than default. They exist and may be informative, but they did not enter the published composite and must not be summed as though they had.
CHOW radar — 12-month sale probability
full board →p(CHOW, 12m)
0.1%
model v0.1 · computed 2026-07-29
Percentile among SNFs
23.6
100 = most likely to sell
Holdout AUC
0.874
evaluated before shipping, never refit
| Driver | Value | Pull on odds | |
|---|---|---|---|
| Never sold on record | 0.00 | -1.62 | |
| Current owner tenure (years) | 5.66 | -1.30 | |
| For-profit ownership | 1.00 | +0.69 | |
| Contract staffing share | 0.47 | +0.64 | |
| No PBJ staffing report | 0.00 | +0.42 | |
| Chain size (log) | 0.00 | -0.40 | |
| Occupancy | 0.82 | -0.34 | |
| Total nurse staffing (HPRD) | 4.13 | -0.22 |
p_adverse_action_12m: probability the facility's Medicare participation terminates within 12 months (any POS termination code; already-terminated facilities are excluded, not scored safe). Deterministic logistic over as-of-date public records, SNF only. Holdout (2025-04 panel, evaluated before shipping): AUC 0.971, top-decile lift 9.5x. Closures announce themselves: collapsing occupancy dominates, and fewer recent surveys is a winding-down signature. inputs.features holds raw feature values, inputs.contributions each feature's standardized pull on the log-odds. Predictions never enter the composite. See /v1/models. | p_chow_12m: probability of a change of ownership within 12 months. Deterministic logistic over as-of-date public records, SNF only. Holdout (2025-04 panel, evaluated before shipping): AUC 0.874, top-decile lift 5.0x. inputs.features holds raw feature values, inputs.contributions each feature's standardized pull on the log-odds. Predictions never enter the composite. See /v1/models for full notes.
Distress radar — 12-month termination probability
full board →p(termination, 12m)
0.0%
model v0.1 · computed 2026-07-29
Percentile among SNFs
27.7
100 = most likely to lose certification
Holdout AUC
0.971
top decile caught 95% of actual exits
| Driver | Value | Pull on odds | |
|---|---|---|---|
| Chain size (log) | 0.00 | +1.20 | |
| Deficiencies, last 12 months | 13.00 | -0.98 | |
| For-profit ownership | 1.00 | -0.69 | |
| Contract staffing share | 0.47 | +0.43 | |
| No PBJ staffing report | 0.00 | +0.39 | |
| Total nurse staffing (HPRD) | 4.13 | -0.38 | |
| Occupancy | 0.82 | -0.28 | |
| Never sold on record | 0.00 | -0.28 |
Probability the facility's Medicare participation ends within 12 months, from public records only. Red bars raise exit odds. A negative pull from deficiencies is the winding-down signature — surveys stop as a facility empties — not evidence that clean inspections are dangerous.
Staffing vs peers
14| 2025Q4 HPRD | This facility | WI median | National median | National p25–p75 |
|---|---|---|---|---|
| Total nurse | 4.13 | 3.60 | 3.28 | 2.90–3.77 |
| RN | 0.90 | 0.64 | 0.39 | 0.25–0.58 |
| Weekend total | 4.01 | 3.49 | 3.11 | — |
| Weekday total | 4.18 | 3.65 | 3.35 | — |
| Quarter | Days | Avg census | Total HPRD | RN | LPN | CNA | Weekend | Contract % |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 92 | 40.8 | 4.13 | 0.90 | 0.45 | 2.79 | 4.01 | 47.4% |
| 2025Q3 | 92 | 42.4 | 3.92 | 0.89 | 0.42 | 2.61 | 3.72 | 43.0% |
| 2025Q2 | 91 | 41.9 | 3.98 | 1.15 | 0.38 | 2.45 | 3.79 | 42.3% |
| 2025Q1 | 90 | 37.9 | 3.74 | 0.94 | 0.49 | 2.31 | 3.60 | 44.6% |
| 2024Q3 | 92 | 44.3 | 3.55 | 0.64 | 0.68 | 2.23 | 3.13 | 44.8% |
| 2024Q2 | 91 | 36.7 | 3.30 | 0.79 | 0.48 | 2.03 | 3.15 | 32.1% |
| 2024Q1 | 91 | 36.7 | 2.53 | 0.53 | 0.41 | 1.60 | 2.34 | 22.2% |
| 2023Q4 | 92 | 33.9 | 3.48 | 0.69 | 0.73 | 2.06 | 3.25 | 16.9% |
| 2023Q3 | 92 | 34.5 | 3.35 | 0.60 | 0.64 | 2.11 | 3.19 | 9.1% |
| 2023Q1 | 90 | 34.7 | 2.90 | 0.41 | 0.87 | 1.63 | 2.64 | 31.5% |
| 2022Q4 | 92 | 37.3 | 1.86 | 0.33 | 0.41 | 1.12 | 1.58 | 16.0% |
| 2022Q3 | 92 | 39.2 | 2.37 | 0.32 | 0.27 | 1.78 | 2.30 | 15.4% |
| 2022Q2 | 91 | 45.1 | 1.55 | 0.49 | 0.17 | 0.90 | 1.56 | 30.3% |
| 2022Q1 | 90 | 46.5 | 1.90 | 0.50 | 0.40 | 1.00 | 1.56 | 12.8% |
HPRD is census-weighted: total hours over the quarter divided by total resident-days, not an average of daily ratios. Source is CMS Payroll-Based Journal daily records; only SNFs report PBJ, so other settings legitimately return zero rows.
Penalties
2| Date | Type | Fine | Source |
|---|---|---|---|
| 2024-06-17 | Fine | $115,181 | CMS provider data |
| 2024-06-17 | Payment Denial | — | CMS provider data |
Total fines on record: $115,181
Deficiencies
68C × 3D × 47E × 5F × 7G × 3J × 3
deficiencies by survey year
| Survey | Type | Tag | Deficiency | Scope | Corrected |
|---|---|---|---|---|---|
| 2026-04-08 | Health | F0552 | Ensure that residents are fully informed and understand their health status, care and treatments. | D | 2026-05-07 |
| 2026-04-08 | Health | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | D | 2026-05-07 |
| 2026-04-08 | Health | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2026-05-07 |
| 2026-04-08 | Health | F0610 | Respond appropriately to all alleged violations. | D | 2026-05-07 |
| 2026-04-08 | Health | F0628 | Provide the required documentation or notification related to the resident's needs, appeal rights, or bed-hold policies. | D | 2026-05-07 |
| 2026-04-08 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | J | 2026-05-07 |
| 2026-04-08 | Health | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | 2026-05-07 |
| 2026-04-08 | Health | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | E | 2026-05-07 |
| 2026-04-08 | Health | F0880 | Provide and implement an infection prevention and control program. | D | 2026-05-07 |
| 2025-10-20 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2025-12-26 |
| 2025-10-20 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2025-12-26 |
| 2025-10-07 | Health · complaint | F0656 | Develop and implement a complete care plan that meets all the resident's needs, with timetables and actions that can be measured. | D | 2025-12-26 |
| 2025-10-07 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2025-12-26 |
| 2025-07-02 | Health · complaint | F0656 | Develop and implement a complete care plan that meets all the resident's needs, with timetables and actions that can be measured. | D | 2025-08-01 |
| 2025-07-02 | Health · complaint | F0726 | Ensure that nurses and nurse aides have the appropriate competencies to care for every resident in a way that maximizes each resident's well being. | F | 2025-08-01 |
| 2025-04-08 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | D | 2025-04-25 |
| 2025-01-15 | Health | F0558 | Reasonably accommodate the needs and preferences of each resident. | D | 2025-02-15 |
| 2025-01-15 | Health | 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. | C | 2025-02-15 |
| 2025-01-15 | 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 | 2025-02-15 |
| 2025-01-15 | Health | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2025-02-15 |
| 2025-01-15 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2025-02-15 |
| 2025-01-15 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2025-02-15 |
| 2025-01-15 | 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 | 2025-02-15 |
| 2025-01-15 | Health | F0695 | Provide safe and appropriate respiratory care for a resident when needed. | D | 2025-02-15 |
| 2025-01-15 | Health | F0699 | Provide care or services that was trauma informed and/or culturally competent. | D | 2025-02-15 |
| 2025-01-15 | Health | F0732 | Post nurse staffing information every day. | C | 2025-02-15 |
| 2025-01-15 | 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 | 2025-02-15 |
| 2025-01-15 | Health | F0790 | Provide routine and 24-hour emergency dental care for each resident. | D | 2025-02-15 |
| 2025-01-15 | Health · complaint | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | 2025-02-15 |
| 2025-01-15 | Health | F0880 | Provide and implement an infection prevention and control program. | D | 2025-02-15 |
| 2024-10-22 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0580 | Immediately tell the resident, the resident's doctor, and a family member of situations (injury/decline/room, etc.) that affect the resident. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0583 | Keep residents' personal and medical records private and confidential. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | J | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2024-10-29 |
| 2024-09-23 | Health · complaint | 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 | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0692 | Provide enough food/fluids to maintain a resident's health. | J | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0755 | Provide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | 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. | D | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | E | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | E | 2024-10-29 |
| 2024-09-23 | Health · complaint | F0947 | Ensure nurse aides have the skills they need to care for residents, and give nurse aides education in dementia care and abuse prevention. | F | 2024-10-29 |
| 2024-07-23 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0659 | Provide care by qualified persons according to each resident's written plan of care. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2024-08-27 |
| 2024-07-23 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | D | 2024-08-12 |
| 2024-07-23 | Health · complaint | F0726 | Ensure that nurses and nurse aides have the appropriate competencies to care for every resident in a way that maximizes each resident's well being. | D | 2024-08-12 |
| 2024-06-17 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | G | 2024-08-27 |
| 2024-05-22 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | D | 2024-06-07 |
| 2024-03-07 | Health · complaint | 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 | 2024-04-01 |
| 2024-03-07 | Health · complaint | F0725 | Provide enough nursing staff every day to meet the needs of every resident; and have a licensed nurse in charge on each shift. | E | 2024-04-01 |
| 2024-03-07 | Health · complaint | F0755 | Provide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist. | D | 2024-04-01 |
| 2023-12-13 | Health | F0604 | Ensure that each resident is free from the use of physical restraints, unless needed for medical treatment. | D | 2024-02-06 |
| 2023-12-13 | Health | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | 2024-02-06 |
| 2023-12-13 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2024-02-06 |
| 2023-12-13 | Health | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | D | 2024-02-06 |
| 2023-12-13 | Health | F0727 | Have a registered nurse on duty 8 hours a day; and select a registered nurse to be the director of nurses on a full time basis. | F | 2024-02-06 |
| 2023-12-13 | 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 | 2024-02-06 |
| 2023-12-13 | Health | F0851 | Electronically submit to CMS complete and accurate direct care staffing information, based on payroll and other verifiable and auditable data. | F | 2023-09-30 |
| 2023-12-13 | Health | F0880 | Provide and implement an infection prevention and control program. | F | 2024-02-06 |
| 2023-10-11 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2023-11-01 |
| 2023-08-16 | Health · complaint | F0607 | Develop and implement policies and procedures to prevent abuse, neglect, and theft. | D | 2023-08-17 |
| 2023-08-16 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2023-08-17 |
| 2023-08-16 | Health · complaint | F0839 | Employ staff that are licensed, certified, or registered in accordance with state laws. | F | 2023-08-17 |
scope_severity uses the CMS letter grid: A is least serious, L most. J, K and L are immediate jeopardy. Rows are the surveyor's findings of record, not the model's opinion.
Licensure actions
0No licensure actions on record for this facility. Absence of a record here means the sources CII ingests contain none, not that none exists anywhere.
Ownership
4| Owner | Role | Pct | From | Status | Source |
|---|---|---|---|---|---|
| MARKOWITZ, ALAN | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 100% | 2020-12-01 | current | pecos_ownership |
| MILLER, ARIEL | W-2 MANAGING EMPLOYEE | — | 2020-12-01 | current | pecos_ownership |
| ALAN MARKOWITZ | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 100% | 2020-12-01 | ended 2026-05-18 | pecos_ownership |
| ARIEL MILLER | W-2 MANAGING EMPLOYEE | — | 2020-12-01 | ended 2026-05-18 | pecos_ownership |
PECOS ownership and managing-control associations. Current edges have no end date in the source; historical edges are retained.
Transactions
1| Close date | Price | Buyer | Seller | Evidence |
|---|---|---|---|---|
| 2020-12-01 | — | RICE LAKE REHABILITATION AND CARE CENTER LLC | FIRST AMERICAN ENTERPRISES INC | chow |
Comparable trades — WI snf
12| Close | Facility | Price | $/bed | Cap rate | Beds | Buyer |
|---|---|---|---|---|---|---|
| 2025-05-28 | Complete Care at Hales Corners | — | — | — | 62 | HALES CORNERS CARE AND REHAB CENTER LLC |
| 2025-05-28 | Complete Care at Care Age | — | — | — | 110 | CARE AGE OF BROOKFIELD CARE AND REHAB CENTER LLC |
| 2025-04-24 | Edenbrook Sheboygan | — | — | — | 121 | SHEBOYGAN SNF OPERATIONS, LLC |
| 2025-02-28 | Complete Care at Jefferson Meadows LLC | — | — | — | 102 | ST CLARE CARE AND REHAB CENTER LLC |
| 2025-02-28 | Complete Care at Christian Home LLC | — | — | — | 50 | CHRISTIAN HOME CARE AND REHAB CENTER LLC |
| 2025-02-01 | COLONIAL HEALTH SERVICES | — | — | — | 70 | NSH COLBY LLC |
| 2024-12-14 | CAREVIEW HEALTH AND REHAB OF MINOCQUA | — | — | — | 72 | CAREVIEW HEALTH AND REHAB OF MINOCQUA, LLC |
| 2024-11-01 | Wood Aven Health and Rehabilitation | — | — | — | 82 | RIVER HAWK HEALTHCARE LLC |
| 2024-07-01 | Samaritan Nursing and Rehab | — | — | — | 131 | SAMARITAN NURSING AND REHAB LLC |
| 2024-05-01 | DOVE HEALTHCARE - SPOONER | — | — | — | 50 | SPOONER REHABILITATION AND NURSING CENTER LLC |
| 2024-04-16 | MIDDLE RIVER HEALTH AND REHABILITATION CENTER | — | — | — | 86 | MIDDLE RIVER REHABILITATION LLC |
| 2024-01-25 | Serenity Spring Senior Living at Scandia Village | — | — | — | 50 | SISTER BAY SNF OPCO, LLC |
Most recent same-state, same-setting trades. Most CHOW-derived trades carry no disclosed consideration, so price, $/bed, and cap rate show only where a sale price was resolved from a deed or filing — blanks are honest, not missing data.
Market rent context
33| Geo | Kind | BR | Amount | As of | Source |
|---|---|---|---|---|---|
| county 55005 | acs median gross | 0 | $615 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | fmr | 0 | $704 | 2025-10-01 | HUD_USER_FMR |
| county 55005 | acs median gross | 1 | $533 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | fmr | 1 | $750 | 2025-10-01 | HUD_USER_FMR |
| county 55005 | acs median gross | 2 | $914 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | fmr | 2 | $984 | 2025-10-01 | HUD_USER_FMR |
| county 55005 | acs median gross | 3 | $1,060 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | fmr | 3 | $1,262 | 2025-10-01 | HUD_USER_FMR |
| county 55005 | acs median gross | 4 | $1,196 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | fmr | 4 | $1,590 | 2025-10-01 | HUD_USER_FMR |
| county 55005 | acs median gross | 5 | $336 | 2024-12-31 | CENSUS_ACS5 |
| county 55005 | acs median gross | $879 | 2024-12-31 | CENSUS_ACS5 | |
| county 55005 | acs recent mover gross | $985 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 54868 | acs median gross | 1 | $515 | 2024-12-31 | CENSUS_ACS5 |
| zcta 54868 | acs median gross | 2 | $904 | 2024-12-31 | CENSUS_ACS5 |
| zcta 54868 | acs median gross | 3 | $1,079 | 2024-12-31 | CENSUS_ACS5 |
| zcta 54868 | acs median gross | $872 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 54868 | acs recent mover gross | $1,042 | 2024-12-31 | CENSUS_ACS5 | |
| zip 54868 | payment standard 110 | 0 | $770 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 90 | 0 | $630 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | safmr | 0 | $700 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 110 | 1 | $825 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 90 | 1 | $675 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | safmr | 1 | $750 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 110 | 2 | $1,078 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 90 | 2 | $882 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | safmr | 2 | $980 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 110 | 3 | $1,386 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 90 | 3 | $1,134 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | safmr | 3 | $1,260 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 110 | 4 | $1,738 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | payment standard 90 | 4 | $1,422 | 2025-10-01 | HUD_USER_SAFMR |
| zip 54868 | safmr | 4 | $1,580 | 2025-10-01 | HUD_USER_SAFMR |
ACS median gross rents and HUD FMR/SAFMR for the facility's county and ZIP. Context for underwriting, not facility pricing.