Composite
57.6 / 100 percentile
| Component | Percentile | Raw | Weight | Weight share | Contribution | Counts |
|---|---|---|---|---|---|---|
| regulatory risk | 95.5 | 93.8 | 0.30 | 0.2308 | 22.04 | in index |
| billing conduct | 61.5 | 44.1 | 0.30 | 0.2308 | 14.19 | in index |
| financial risk | 24.8 | 30.4 | 0.30 | 0.2308 | 5.72 | in index |
| staffing risk | 26.9 | 27.0 | 0.25 | 0.1923 | 5.17 | in index |
| chow risk | 34.8 | 34.3 | 0.15 | 0.1154 | 4.02 | in index |
| Kind | Finding | Signal | Subject | First seen |
|---|---|---|---|---|
| connection | Owner fleet risk far above national | +23.1 vs natl | OM HOLDCO 5 LLC | 9 facilities |
| connection | Owner fleet risk far above national | +22.4 vs natl | CONNER MARIANNE | 25 facilities |
| connection | Owner fleet risk far above national | +20.2 vs natl | SHARON ROBERT | 34 facilities |
| connection | Owner spans multiple chains | 20 chains | CLIFTONLARSONALLEN LLP | 98 facilities |
| connection | Owner fleet enforcement cluster | 56% fined | SIENA LENDING GROUP LLC | 16 facilities |
| connection | Owner fleet enforcement cluster | 50% fined | SNW LLC | 22 facilities |
| connection | Owner fleet enforcement cluster | 44% fined | SHAH HEMANT | 27 facilities |
| connection | Owner fleet enforcement cluster | 44% fined | OM HOLDCO 5 LLC | 9 facilities |
| connection | Owner fleet enforcement cluster | 44% fined | DUNN CHARLES | 27 facilities |
| connection | Owner fleet enforcement cluster | 43% fined | PARKER SETH | 7 facilities |
| connection | Owner fleet enforcement cluster | 42% fined | OPTUM MANAGEMENT SOLUTIONS INC | 36 facilities |
| connection | Owner fleet enforcement cluster | 42% fined | PATEL RAJAN | 36 facilities |
| Score type | Score | Grade | Model | Status | Registry model notes |
|---|---|---|---|---|---|
| billing conduct | 44.1 | B | v0.1-pacpuf-snf | default · in composite | R22. PAC PUF SNF 2023. PDPM coding intensity vs acuity, stay length, charge markup. |
| chow risk | 24.9 | 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 | 43.7 | B | v0.6 | default · in composite | |
| financial risk | 30.4 | B | 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 | 93.8 | F | v0.3 | default · in composite | Deficiency-based, SNF population. Runs alongside v0.5-pos. |
| staffing risk | 27.0 | B | v0.3 | default · in composite | Cost-report staffing, SNF population. Runs alongside v0.4-pos, which covers ICF/IID from POS. |
| financial risk | 81.9 | 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 | 61.9 | C | 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 | 30.4 | B | 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 | 36.4 | B | 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 | 93.7 | 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 | 93.7 | 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 | 27.0 | B | 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 | 27.0 | B | 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) | 3.31 | -1.52 | |
| Ownership changes, last 5 years | 1.00 | -0.87 | |
| For-profit ownership | 1.00 | +0.69 | |
| Deficiencies, last 12 months | 32.00 | +0.61 | |
| No PBJ staffing report | 0.00 | +0.42 | |
| Chain size (log) | 3.56 | +0.35 | |
| Occupancy | 0.60 | +0.29 |
| Driver | Value | Pull on odds | |
|---|---|---|---|
| Deficiencies, last 12 months | 32.00 | -4.51 | |
| Chain size (log) | 3.56 | -0.87 | |
| For-profit ownership | 1.00 | -0.69 | |
| Fine amount, 12m (log) | 11.85 | -0.69 | |
| Occupancy | 0.60 | +0.64 | |
| No PBJ staffing report | 0.00 | +0.39 | |
| Never sold on record | 0.00 | -0.28 | |
| Current owner tenure (years) | 3.31 | -0.25 |
| 2025Q4 HPRD | This facility | MI median | National median | National p25–p75 |
|---|---|---|---|---|
| Total nurse | 3.73 | 3.52 | 3.28 | 2.90–3.77 |
| RN | 0.43 | 0.47 | 0.39 | 0.25–0.58 |
| Weekend total | 3.64 | 3.32 | 3.11 | — |
| Weekday total | 3.77 | 3.61 | 3.35 | — |
| Quarter | Days | Avg census | Total HPRD | RN | LPN | CNA | Weekend | Contract % |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 92 | 89.5 | 3.73 | 0.43 | 1.27 | 2.03 | 3.64 | 2.2% |
| 2025Q3 | 92 | 101.5 | 3.92 | 0.36 | 1.35 | 2.21 | 3.55 | 23.9% |
| 2025Q2 | 91 | 94.1 | 3.66 | 0.54 | 1.08 | 2.03 | 3.31 | 16.3% |
| 2025Q1 | 90 | 109.5 | 3.53 | 0.51 | 1.03 | 1.99 | 3.40 | 12.6% |
| 2024Q4 | 92 | 94.6 | 3.70 | 0.51 | 1.04 | 2.14 | 3.60 | 2.8% |
| 2024Q3 | 92 | 87.7 | 3.48 | 0.36 | 1.19 | 1.93 | 3.37 | 2.0% |
| 2024Q2 | 91 | 79.2 | 3.34 | 0.29 | 1.39 | 1.66 | 3.11 | 8.0% |
| 2024Q1 | 91 | 107.2 | 3.95 | 0.28 | 1.59 | 2.07 | 4.04 | 27.4% |
| 2023Q4 | 92 | 114.4 | 3.35 | 0.32 | 1.21 | 1.81 | 3.26 | 11.7% |
| 2023Q3 | 92 | 109.9 | 3.12 | 0.23 | 1.30 | 1.60 | 3.02 | 4.4% |
| 2023Q2 | 91 | 106.5 | 2.91 | 0.33 | 1.15 | 1.43 | 2.73 | 11.6% |
| 2023Q1 | 90 | 119.9 | 2.83 | 0.28 | 1.11 | 1.44 | 2.54 | 8.3% |
| 2022Q4 | 92 | 98.2 | 3.31 | 0.30 | 1.37 | 1.64 | 3.31 | 0.0% |
| 2022Q3 | 92 | 96.5 | 3.11 | 0.31 | 1.37 | 1.43 | 3.11 | 0.0% |
| 2022Q2 | 91 | 94.4 | 3.18 | 0.38 | 1.44 | 1.37 | 2.93 | 0.5% |
| 2022Q1 | 90 | 93.7 | 3.07 | 0.44 | 1.24 | 1.38 | 2.89 | 2.6% |
| Date | Type | Fine | Source |
|---|---|---|---|
| 2025-08-18 | Fine | $140,322 | CMS provider data |
| Survey | Type | Tag | Deficiency | Scope | Corrected |
|---|---|---|---|---|---|
| 2026-04-17 | Health · complaint | 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. | D | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | E | 2026-05-14 |
| 2026-04-17 | 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 | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2026-05-14 |
| 2026-04-17 | 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 | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0835 | Administer the facility in a manner that enables it to use its resources effectively and efficiently. | D | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | F | 2026-05-14 |
| 2026-04-17 | Health · complaint | F0881 | Implement a program that monitors antibiotic use. | F | 2026-05-14 |
| 2026-03-12 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2026-04-08 |
| 2026-03-12 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2026-04-08 |
| 2026-02-12 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | G | 2026-03-05 |
| 2026-02-12 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2026-03-05 |
| 2025-12-01 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | D | 2025-12-23 |
| 2025-12-01 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2025-12-23 |
| 2025-12-01 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2025-12-23 |
| 2025-12-01 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2025-12-23 |
| 2025-12-01 | Health · complaint | F0842 | Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards. | D | 2025-12-23 |
| 2025-08-18 | Health | F0552 | Ensure that residents are fully informed and understand their health status, care and treatments. | D | 2025-09-10 |
| 2025-08-18 | Health · complaint | F0602 | Protect each resident from the wrongful use of the resident's belongings or money. | D | 2025-09-10 |
| 2025-08-18 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2025-09-10 |
| 2025-08-18 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2025-09-10 |
| 2025-08-18 | Health | F0628 | Provide the required documentation or notification related to the resident's needs, appeal rights, or bed-hold policies. | D | 2025-09-10 |
| 2025-08-18 | Health | F0645 | PASARR screening for Mental disorders or Intellectual Disabilities | D | 2025-09-10 |
| 2025-08-18 | Health | F0678 | Provide basic life support, including CPR, prior to the arrival of emergency medical personnel , subject to physician orders and the resident’s advance directives. | J | 2025-09-10 |
| 2025-08-18 | Health | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | D | 2025-09-10 |
| 2025-08-18 | Health | F0698 | Provide safe, appropriate dialysis care/services for a resident who requires such services. | D | 2025-09-10 |
| 2025-08-18 | 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. | D | 2025-09-10 |
| 2025-08-18 | Health | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | 2025-09-10 |
| 2025-08-18 | Health | F0814 | Dispose of garbage and refuse properly. | F | 2025-09-10 |
| 2025-08-18 | Health | F0908 | Keep all essential equipment working safely. | F | 2025-09-10 |
| 2025-07-03 | Health · complaint | F0557 | Honor the resident's right to be treated with respect and dignity and to retain and use personal possessions. | D | 2025-08-01 |
| 2025-07-03 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2025-08-01 |
| 2025-07-03 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2025-08-01 |
| 2025-07-03 | Health · complaint | F0842 | Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards. | D | 2025-08-01 |
| 2025-02-12 | 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. | F | 2025-03-05 |
| 2025-02-12 | Health · complaint | F0602 | Protect each resident from the wrongful use of the resident's belongings or money. | D | 2025-03-05 |
| 2025-01-02 | Health · complaint | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2025-01-31 |
| 2025-01-02 | Health · complaint | F0694 | Provide for the safe, appropriate administration of IV fluids for a resident when needed. | D | 2024-12-27 |
| 2025-01-02 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | D | 2025-01-31 |
| 2024-10-23 | 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 | 2024-10-31 |
| 2024-10-23 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2024-10-31 |
| 2024-09-19 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-10-14 |
| 2024-07-12 | Health | F0550 | Honor the resident's right to a dignified existence, self-determination, communication, and to exercise his or her rights. | D | 2024-08-15 |
| 2024-07-12 | 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. | E | 2024-08-15 |
| 2024-07-12 | Health | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2024-08-15 |
| 2024-07-12 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-08-15 |
| 2024-07-12 | Health | F0685 | Assist a resident in gaining access to vision and hearing services. | D | 2024-08-15 |
| 2024-07-12 | Health | F0693 | Ensure that feeding tubes are not used unless there is a medical reason and the resident agrees; and provide appropriate care for a resident with a feeding tube. | D | 2024-08-15 |
| 2024-07-12 | 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. | F | 2024-08-15 |
| 2024-07-12 | 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 | 2024-08-15 |
| 2024-07-12 | Health | F0756 | Ensure a licensed pharmacist perform a monthly drug regimen review, including the medical chart, following irregularity reporting guidelines in developed policies and procedures. | D | 2024-08-15 |
| 2024-05-14 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-06-10 |
| 2024-03-21 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2024-04-08 |
| 2024-03-21 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2024-04-08 |
| 2024-01-19 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2024-02-13 |
| 2023-12-13 | 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. | E | 2024-01-08 |
| 2023-12-13 | 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 | 2024-01-08 |
| 2023-12-13 | Health · complaint | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2024-01-08 |
| 2023-12-13 | Health · complaint | F0692 | Provide enough food/fluids to maintain a resident's health. | D | 2024-01-08 |
| 2023-12-13 | Health · complaint | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | E | 2024-01-08 |
| 2023-07-31 | Health · complaint | F0622 | Not transfer or discharge a resident without an adequate reason; and must provide documentation and convey specific information when a resident is transferred or discharged. | D | 2023-08-21 |
| 2023-05-10 | Health | F0553 | Allow resident to participate in the development and implementation of his or her person-centered plan of care. | D | 2023-06-08 |
| 2023-05-10 | Health | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2023-06-08 |
| 2023-05-10 | Health | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | 2023-06-08 |
| 2023-05-10 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2023-06-08 |
| 2023-05-10 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | G | 2023-06-08 |
| 2023-05-10 | Health | F0694 | Provide for the safe, appropriate administration of IV fluids for a resident when needed. | D | 2023-06-08 |
| 2023-05-10 | Health | F0756 | Ensure a licensed pharmacist perform a monthly drug regimen review, including the medical chart, following irregularity reporting guidelines in developed policies and procedures. | D | 2023-06-08 |
| 2023-05-10 | Health | F0804 | Ensure food and drink is palatable, attractive, and at a safe and appetizing temperature. | E | 2023-06-08 |
| 2023-05-10 | Health | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | 2023-06-08 |
| 2023-05-10 | Health | F0880 | Provide and implement an infection prevention and control program. | F | 2023-06-08 |
| 2023-05-10 | Health | F0926 | Have policies on smoking. | D | 2023-06-08 |
| Owner | Role | Pct | From | Status | Source |
|---|---|---|---|---|---|
| OM HOLDCO 5 LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 100% | 2023-04-07 | current | pecos_ownership |
| SNW LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 30% | 2023-04-07 | current | pecos_ownership |
| BRAXTON, LASHAWNDA | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | current | pecos_ownership |
| BRAXTON, LASHAWNDA | ADP OF THE SNF | — | 2025-06-25 | current | pecos_ownership |
| CLIFTONLARSONALLEN LLP | ADP OF THE SNF | — | 2025-01-01 | current | pecos_ownership |
| CONNER, MARIANNE | ADP OF THE SNF | — | 2024-05-13 | current | pecos_ownership |
| DUBY, KATRINA | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | current | pecos_ownership |
| DUNN, CHARLES | INDIVIDUAL IS AN OWNER, PARTNER OR TRUSTEE OF ANY ADP OF THE SNF | — | 2025-06-25 | current | pecos_ownership |
| OPTUM MANAGEMENT SOLUTIONS. INC | INDIRECT OWNERSHIP INTEREST | — | 2023-04-07 | current | pecos_ownership |
| OPTUM MANAGEMENT SOLUTIONS. INC | ADP OF THE SNF | — | 2025-12-18 | current | pecos_ownership |
| PARKER, SETH | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-01-01 | current | pecos_ownership |
| PARKER, SETH | ADP OF THE SNF | — | 2025-06-25 | current | pecos_ownership |
| PATEL, RAJAN | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | current | pecos_ownership |
| SCHLAUPITZ MADHAVAN | ADP OF THE SNF | — | 2025-01-01 | current | pecos_ownership |
| SHAH, HEMANT | INDIVIDUAL IS AN OWNER, PARTNER OR TRUSTEE OF ANY ADP OF THE SNF | — | 2025-04-03 | current | pecos_ownership |
| SHARON, ROBERT | MANAGING CONTROL - GOVERNING BODY | — | 2024-05-13 | current | pecos_ownership |
| SIENA LENDING GROUP LLC | 5% OR GREATER SECURITY INTEREST | — | 2023-04-07 | current | pecos_ownership |
| CHARLES A. DUNN AGREEMENT OF TRUST 3.14.2001 | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 30% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| CHARLES FRANKLIN LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 30% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| PAAR 108 LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 30% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| HEMANT SHAH 2018 IRREVOCABLE TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 30% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| PINAL R. PATEL 2020 IRREVOCABLE FAMILY TRUST UAD 10-6-2020 | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 8% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| RAJAN G PATEL 2020 IRR FAM TR UAD 12-3-2020 | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 8% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| PINAL R. PATEL 2017 IRREVOCABLE TRUST F/B/O AARNA R. PATEL | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 8% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| PINAL R. PATEL 2017 IRREVOCABLE TRUST F/B/O ANSH R. PATEL | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 8% | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| KATRINA DUBY | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| LASHAWNDA BRAXTON | ADP OF THE SNF | — | 2025-06-25 | ended 2026-05-18 | pecos_ownership |
| LASHAWNDA BRAXTON | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| MARIANNE CONNER | ADP OF THE SNF | — | 2024-05-13 | ended 2026-05-18 | pecos_ownership |
| RAJAN PATEL | OPERATIONAL/MANAGERIAL CONTROL | — | 2023-04-07 | ended 2026-05-18 | pecos_ownership |
| ROBERT SHARON | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-05-13 | ended 2026-05-18 | pecos_ownership |
| SETH PARKER | ADP OF THE SNF | — | 2025-06-25 | ended 2026-05-18 | pecos_ownership |
| SETH PARKER | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-01-01 | ended 2026-05-18 | pecos_ownership |
| Close date | Price | Buyer | Seller | Evidence |
|---|---|---|---|---|
| 2023-04-07 | — | OPTALIS CANTON OPCO LLC | HEARTLAND OF CANTON MI, LLC | chow |
| Close | Facility | Price | $/bed | Cap rate | Beds | Buyer |
|---|---|---|---|---|---|---|
| 2025-09-01 | Niles Care Center, LLC | — | — | — | 100 | NILES CARE CENTER LLC |
| 2025-07-01 | Medilodge of Zeeland | — | — | — | 138 | ZEELAND OPCO LLC |
| 2025-07-01 | Optalis Health & Rehabilitation of Muskegon | — | — | — | 107 | OPTALIS MUSKEGON OPCO LLC |
| 2025-07-01 | Optalis Health & Rehabilitation at Kent-Crossing | — | — | — | 182 | OPTALIS BELTLINE OPCO LLC |
| 2025-07-01 | Optalis Health & Rehabilitation at Leonard | — | — | — | 69 | OPTALIS LEONARD OPCO LLC |
| 2025-07-01 | Optalis Health & Rehabilitation of Ionia | — | — | — | 107 | OPTALIS IONIA OPCO LLC |
| 2025-04-01 | The Orchards at Big Rapids | — | — | — | 100 | BIG RAPIDS MI OPCO LLC |
| 2024-12-31 | The Orchards at Lapeer | — | — | — | 87 | LAPEER MI OPCO LLC |
| 2024-12-01 | Wexford Senior Care Center | — | — | — | 133 | WEXFORD SENIOR CARE CENTER, LLC |
| 2024-11-01 | The Orchards at Canterbury on the Lake | — | — | — | 128 | CANTERBURY MI OPCO LLC |
| 2024-09-03 | Villa at Borgess Place | — | — | — | 101 | VILLA AT BORGESS PLACE LLC |
| 2024-08-07 | Optalis Health and Rehabilitation of Grand Rapids | — | — | — | 120 | OPTALIS GRAND RAPIDS OPCO LLC |
| Geo | Kind | BR | Amount | As of | Source |
|---|---|---|---|---|---|
| county 26163 | acs median gross | 0 | $876 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | fmr | 0 | $1,009 | 2025-10-01 | HUD_USER_FMR |
| county 26163 | acs median gross | 1 | $876 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | fmr | 1 | $1,122 | 2025-10-01 | HUD_USER_FMR |
| county 26163 | acs median gross | 2 | $1,144 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | fmr | 2 | $1,411 | 2025-10-01 | HUD_USER_FMR |
| county 26163 | acs median gross | 3 | $1,310 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | fmr | 3 | $1,724 | 2025-10-01 | HUD_USER_FMR |
| county 26163 | acs median gross | 4 | $1,395 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | fmr | 4 | $1,868 | 2025-10-01 | HUD_USER_FMR |
| county 26163 | acs median gross | 5 | $1,431 | 2024-12-31 | CENSUS_ACS5 |
| county 26163 | acs median gross | $1,132 | 2024-12-31 | CENSUS_ACS5 | |
| county 26163 | acs recent mover gross | $1,309 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 48187 | acs median gross | 0 | $885 | 2024-12-31 | CENSUS_ACS5 |
| zcta 48187 | acs median gross | 1 | $1,092 | 2024-12-31 | CENSUS_ACS5 |
| zcta 48187 | acs median gross | 2 | $1,587 | 2024-12-31 | CENSUS_ACS5 |
| zcta 48187 | acs median gross | 3 | $1,826 | 2024-12-31 | CENSUS_ACS5 |
| zcta 48187 | acs median gross | 4 | $2,336 | 2024-12-31 | CENSUS_ACS5 |
| zcta 48187 | acs median gross | $1,464 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 48187 | acs recent mover gross | $1,638 | 2024-12-31 | CENSUS_ACS5 | |
| zip 48187 | payment standard 110 | 0 | $1,353 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 90 | 0 | $1,107 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | safmr | 0 | $1,230 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 110 | 1 | $1,507 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 90 | 1 | $1,233 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | safmr | 1 | $1,370 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 110 | 2 | $1,892 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 90 | 2 | $1,548 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | safmr | 2 | $1,720 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 110 | 3 | $2,310 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 90 | 3 | $1,890 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | safmr | 3 | $2,100 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 110 | 4 | $2,508 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | payment standard 90 | 4 | $2,052 | 2025-10-01 | HUD_USER_SAFMR |
| zip 48187 | safmr | 4 | $2,280 | 2025-10-01 | HUD_USER_SAFMR |