Composite
89.6 / 100 percentile
| Component | Percentile | Raw | Weight | Weight share | Contribution | Counts |
|---|---|---|---|---|---|---|
| financial risk | 79.0 | 66.1 | 0.30 | 0.2308 | 18.23 | in index |
| regulatory risk | 78.9 | 75.4 | 0.30 | 0.2308 | 18.21 | in index |
| billing conduct | 77.7 | 51.6 | 0.30 | 0.2308 | 17.93 | in index |
| chow risk | 54.1 | 52.3 | 0.15 | 0.1154 | 6.24 | in index |
| staffing risk | 29.7 | 29.8 | 0.25 | 0.1923 | 5.71 | in index |
| Kind | Finding | Signal | Subject | First seen |
|---|---|---|---|---|
| connection | Owner fleet risk far above national | +27.6 vs natl | MYDERT HOLDINGS LLC | 5 facilities |
| connection | Owner fleet risk far above national | +27.6 vs natl | ZADUN HOLDINGS LLC | 5 facilities |
| connection | Owner fleet risk far above national | +20.9 vs natl | MICHELLE OSTREICHER FAMILY TRUST | 10 facilities |
| connection | Owner spans multiple chains | 16 chains | BAKER TILLY ADVISORY GROUP LP | 77 facilities |
| connection | Owner spans multiple chains | 5 chains | PREFERRED THERAPY SOLUTIONS LLC | 25 facilities |
| connection | Owner spans multiple chains | 4 chains | NATIONAL HEALTH CARE ASSOCIATES INC | 24 facilities |
| connection | Owner spans multiple chains | 4 chains | OSTREICHER MARC | 24 facilities |
| Score type | Score | Grade | Model | Status | Registry model notes |
|---|---|---|---|---|---|
| billing conduct | 51.6 | C | v0.1-pacpuf-snf | default · in composite | R22. PAC PUF SNF 2023. PDPM coding intensity vs acuity, stay length, charge markup. |
| chow risk | 25.0 | B | 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 | 79.5 | D | v0.6 | default · in composite | |
| financial risk | 66.1 | D | 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 | 75.4 | D | v0.3 | default · in composite | Deficiency-based, SNF population. Runs alongside v0.5-pos. |
| staffing risk | 29.8 | B | v0.3 | default · in composite | Cost-report staffing, SNF population. Runs alongside v0.4-pos, which covers ICF/IID from POS. |
| financial risk | 84.8 | 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 | 64.8 | 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 | 71.8 | 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 | 64.8 | 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 | 75.4 | D | 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 | 75.4 | D | 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 | 29.8 | 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 | 29.8 | 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 | |
|---|---|---|---|
| Current owner tenure (years) | 2.14 | -1.64 | |
| Never sold on record | 0.00 | -1.62 | |
| Ownership changes, last 5 years | 1.00 | -0.87 | |
| For-profit ownership | 1.00 | +0.69 | |
| Occupancy | 0.91 | -0.62 | |
| No PBJ staffing report | 0.00 | +0.42 | |
| Chain size (log) | 2.71 | +0.17 | |
| Deficiencies, last 12 months | 1.00 | -0.15 |
| Driver | Value | Pull on odds | |
|---|---|---|---|
| Deficiencies, last 12 months | 1.00 | +1.24 | |
| Occupancy | 0.91 | -0.69 | |
| For-profit ownership | 1.00 | -0.69 | |
| No PBJ staffing report | 0.00 | +0.39 | |
| Chain size (log) | 2.71 | -0.37 | |
| Never sold on record | 0.00 | -0.28 | |
| Current owner tenure (years) | 2.14 | -0.27 | |
| Ownership changes, last 5 years | 1.00 | +0.23 |
| 2025Q4 HPRD | This facility | CT median | National median | National p25–p75 |
|---|---|---|---|---|
| Total nurse | 3.66 | 3.46 | 3.28 | 2.90–3.77 |
| RN | 0.37 | 0.40 | 0.39 | 0.25–0.58 |
| Weekend total | 3.41 | 3.25 | 3.11 | — |
| Weekday total | 3.76 | 3.51 | 3.35 | — |
| Quarter | Days | Avg census | Total HPRD | RN | LPN | CNA | Weekend | Contract % |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 92 | 109.5 | 3.66 | 0.37 | 1.17 | 2.12 | 3.41 | 2.8% |
| 2025Q3 | 92 | 107.3 | 3.65 | 0.37 | 1.12 | 2.16 | 3.37 | 4.4% |
| 2025Q2 | 91 | 110.1 | 3.63 | 0.40 | 1.12 | 2.12 | 3.33 | 5.5% |
| 2025Q1 | 90 | 107.4 | 3.54 | 0.39 | 1.03 | 2.13 | 3.15 | 7.7% |
| 2024Q4 | 92 | 94.1 | 3.83 | 0.46 | 1.13 | 2.25 | 3.51 | 10.2% |
| 2024Q3 | 92 | 88.5 | 4.09 | 0.50 | 1.27 | 2.32 | 3.68 | 10.9% |
| 2024Q2 | 91 | 93.5 | 3.45 | 0.14 | 1.23 | 2.07 | 3.24 | 2.5% |
| 2024Q1 | 91 | 105.9 | 3.08 | 0.15 | 1.08 | 1.85 | 2.87 | 5.0% |
| 2023Q4 | 92 | 104.3 | 3.00 | 0.08 | 1.02 | 1.91 | 2.86 | 3.0% |
| 2023Q3 | 92 | 99.2 | 3.21 | 0.01 | 1.12 | 2.07 | 3.11 | 0.4% |
| 2023Q2 | 91 | 102.8 | 3.40 | 0.05 | 1.22 | 2.13 | 3.19 | 0.9% |
| 2023Q1 | 90 | 104.1 | 3.40 | 0.01 | 1.28 | 2.11 | 3.17 | 1.2% |
| 2022Q4 | 92 | 106.6 | 3.32 | 0.01 | 1.33 | 1.98 | 2.94 | 0.0% |
| 2022Q3 | 92 | 107.4 | 3.52 | 0.02 | 1.31 | 2.19 | 3.09 | 0.0% |
| 2022Q2 | 91 | 105.2 | 3.49 | 0.06 | 1.22 | 2.21 | 2.89 | 18.4% |
| 2022Q1 | 90 | 103.0 | 3.25 | 0.04 | 1.09 | 2.13 | 2.75 | 48.1% |
| Date | Type | Fine | Source |
|---|---|---|---|
| 2024-12-23 | Fine | $10,033 | CMS provider data |
| Survey | Type | Tag | Deficiency | Scope | Corrected |
|---|---|---|---|---|---|
| 2026-01-27 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | — |
| 2025-05-22 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | E | 2025-05-09 |
| 2025-05-05 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2025-06-12 |
| 2025-01-15 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | G | 2025-01-14 |
| 2024-12-23 | Health · complaint | F0655 | Create and put into place a plan for meeting the resident's most immediate needs within 48 hours of being admitted | D | 2025-01-21 |
| 2024-10-24 | Health | F0580 | Immediately tell the resident, the resident's doctor, and a family member of situations (injury/decline/room, etc.) that affect the resident. | E | 2024-12-05 |
| 2024-10-24 | 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 | 2024-12-05 |
| 2024-10-24 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | E | 2024-12-05 |
| 2024-10-24 | Health | F0688 | Provide appropriate care for a resident to maintain and/or improve range of motion (ROM), limited ROM and/or mobility, unless a decline is for a medical reason. | E | 2024-12-05 |
| 2024-10-24 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2024-12-05 |
| 2024-10-24 | Health | F0711 | Ensure the resident's doctor reviews the resident's care, writes, signs and dates progress notes and orders, at each required visit. | E | 2024-12-05 |
| 2024-10-24 | 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. | E | 2024-12-05 |
| 2024-10-24 | Health · complaint | F0880 | Provide and implement an infection prevention and control program. | E | 2024-12-05 |
| 2024-10-24 | Health · complaint | F0882 | Designate a qualified infection preventionist to be responsible for the infection prevent and control program in the nursing home. | E | 2024-12-05 |
| 2024-10-24 | Health | F0919 | Make sure that a working call system is available in each resident's bathroom and bathing area. | E | 2024-12-05 |
| 2024-09-30 | Health · complaint | F0550 | Honor the resident's right to a dignified existence, self-determination, communication, and to exercise his or her rights. | D | 2024-11-11 |
| 2024-09-30 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-11-11 |
| 2024-07-17 | Health · complaint | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | D | 2024-08-08 |
| 2024-06-26 | Health · complaint | F0842 | Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards. | D | 2024-08-06 |
| 2024-05-23 | Health · complaint | F0554 | Allow residents to self-administer drugs if determined clinically appropriate. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0577 | Allow residents to easily view the nursing home's survey results and communicate with advocate agencies. | D | 2024-07-03 |
| 2024-05-23 | 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 | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | E | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0624 | Prepare residents for a safe transfer or discharge from the nursing home. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0635 | Provide doctor's orders for the resident's immediate care at the time the resident was admitted. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0636 | Assess the resident completely in a timely manner when first admitted, and then periodically, at least every 12 months. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0692 | Provide enough food/fluids to maintain a resident's health. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0697 | Provide safe, appropriate pain management for a resident who requires such services. | D | 2024-08-09 |
| 2024-05-23 | 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. | D | 2024-07-03 |
| 2024-05-23 | 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 | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0760 | Ensure that residents are free from significant medication errors. | E | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0770 | Provide timely, quality laboratory services/tests to meet the needs of residents. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0775 | Keep complete, dated laboratory records in the resident's record. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0776 | Provide timely, approved x-ray services, or have an agreement with an approved provider to obtain them. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0806 | Ensure each resident receives and the facility provides food that accommodates resident allergies, intolerances, and preferences, as well as appealing options. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0842 | Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards. | D | 2024-07-03 |
| 2024-05-23 | Health · complaint | F0921 | Make sure that the nursing home area is safe, easy to use, clean and comfortable for residents, staff and the public. | D | 2024-07-03 |
| 2024-03-14 | Health · complaint | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2024-05-04 |
| 2024-03-14 | Health · complaint | F0610 | Respond appropriately to all alleged violations. | D | 2024-05-04 |
| 2024-03-14 | 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 | 2024-05-04 |
| 2024-03-14 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2024-05-04 |
| 2024-03-14 | 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 | 2024-05-04 |
| 2023-12-07 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2023-12-30 |
| 2023-12-07 | Health · complaint | F0760 | Ensure that residents are free from significant medication errors. | D | 2023-12-30 |
| 2023-11-13 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2023-12-09 |
| 2023-11-13 | Health · complaint | F0694 | Provide for the safe, appropriate administration of IV fluids for a resident when needed. | D | 2023-12-09 |
| 2023-10-24 | Health · complaint | F0658 | Ensure services provided by the nursing facility meet professional standards of quality. | D | 2023-11-10 |
| 2023-06-07 | 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 | 2023-07-10 |
| 2023-06-07 | Health · complaint | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | 2023-07-10 |
| 2023-06-07 | Health · complaint | F0760 | Ensure that residents are free from significant medication errors. | G | 2023-05-19 |
| 2022-08-16 | 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 | 2022-09-16 |
| 2022-08-16 | Health | F0580 | Immediately tell the resident, the resident's doctor, and a family member of situations (injury/decline/room, etc.) that affect the resident. | D | 2022-09-16 |
| 2022-08-16 | Health | F0656 | Develop and implement a complete care plan that meets all the resident's needs, with timetables and actions that can be measured. | D | 2022-09-16 |
| 2022-08-16 | 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 | 2022-09-16 |
| 2022-08-16 | Health | F0684 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | G | 2022-09-16 |
| 2022-08-16 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2022-09-16 |
| 2022-08-16 | 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. | E | 2022-09-16 |
| 2022-08-16 | 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 | 2022-09-16 |
| 2022-08-16 | Health | F0760 | Ensure that residents are free from significant medication errors. | J | 2022-08-16 |
| 2022-08-16 | 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 | 2022-09-16 |
| 2022-08-16 | Health | F0772 | Have an agreement with an approved laboratory to obtain services, if on-site laboratory services aren't provided. | E | 2022-09-16 |
| 2022-08-16 | Health | F0836 | Ensure the facility is licensed under applicable State and local law and operates and provides services in compliance with all applicable Federal, State, and local laws, regulations, and codes, and with accepted professional standards. | D | 2022-09-16 |
| 2022-08-16 | Health | F0880 | Provide and implement an infection prevention and control program. | E | 2022-09-16 |
| 2020-03-06 | Health | F0558 | Reasonably accommodate the needs and preferences of each resident. | D | 2020-07-03 |
| 2020-03-06 | Health | F0580 | Immediately tell the resident, the resident's doctor, and a family member of situations (injury/decline/room, etc.) that affect the resident. | D | 2020-07-06 |
| 2020-03-06 | 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. | D | 2020-08-10 |
| 2020-03-06 | Health | F0600 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | D | 2020-08-10 |
| 2020-03-06 | Health | F0609 | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | D | 2020-08-10 |
| 2020-03-06 | Health | F0677 | Provide care and assistance to perform activities of daily living for any resident who is unable. | D | 2020-08-10 |
| 2020-03-06 | Health | F0686 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | 2020-08-10 |
| 2020-03-06 | Health | F0687 | Provide appropriate foot care. | D | 2020-08-10 |
| 2020-03-06 | Health | F0689 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | 2020-08-10 |
| 2020-03-06 | Health | F0692 | Provide enough food/fluids to maintain a resident's health. | D | 2020-08-10 |
| 2020-03-06 | Health | F0694 | Provide for the safe, appropriate administration of IV fluids for a resident when needed. | D | 2020-08-10 |
| 2020-03-06 | Health | F0791 | Provide or obtain dental services for each resident. | D | 2020-08-10 |
| 2020-03-06 | Health | F0812 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | E | 2020-08-10 |
| 2020-03-06 | Health | F0814 | Dispose of garbage and refuse properly. | D | 2020-08-10 |
| 2020-03-06 | Health | F0880 | Provide and implement an infection prevention and control program. | D | 2020-08-10 |
| Owner | Role | Pct | From | Status | Source |
|---|---|---|---|---|---|
| MONTOWESE LL LLC | Individual has financial interest in both related organization and provider | 62% | 2023-06-07 | current | hcris_a_8_1 |
| MYDERT HOLDINGS LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 51% | 2024-06-07 | current | pecos_ownership |
| ZADUN HOLDINGS LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 49% | 2024-06-07 | current | pecos_ownership |
| MONTOWESE LL LLC | Individual has financial interest in both related organization and provider | 1% | 2022-10-01 | current | hcris_a_8_1 |
| MONTOWESE REALTY | Individual has financial interest in both related organization and provider | 1% | 2023-10-01 | current | hcris_a_8_1 |
| BAKER TILLY ADVISORY GROUP, LP | ADP OF THE SNF | — | 2024-06-07 | current | pecos_ownership |
| CEDAR HILL CAPITAL ASSOCIATES LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| DAVID OSTREICHER FAMILY TRUST | ADP OF THE SNF | — | 2025-01-06 | current | pecos_ownership |
| EHRENFELD, MINDY | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| GABRIEL, JOANNE | ADP OF THE SNF | — | 2025-01-06 | current | pecos_ownership |
| GILMARTIN, THOMAS | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| GILMARTIN, THOMAS | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-10-10 | current | pecos_ownership |
| ILANA OSTREICHER FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| ILANA OSTREICHER FAMILY TRUST | ADP OF THE SNF | — | 2024-11-13 | current | pecos_ownership |
| JUNIPER CAPITAL ASSOCIATES LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| MARC EPHRAM OSTREICHER FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| MARC EPHRAM OSTREICHER FAMILY TRUST | ADP OF THE SNF | — | 2024-11-13 | current | pecos_ownership |
| MICHELLE OSTREICHER FAMILY TRUST | ADP OF THE SNF | — | 2025-01-06 | current | pecos_ownership |
| NATIONAL HEALTH CARE ASSOCIATES INC | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-06-07 | current | pecos_ownership |
| OAK MANAGEMENT CAPITAL LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| OSTREICHER, MARC | CORPORATE OFFICER | — | 2024-06-07 | current | pecos_ownership |
| PREFERRED THERAPY SOLUTIONS LLC | ADP OF THE SNF | — | 2024-06-07 | current | pecos_ownership |
| PROCARE LTC HOLDING LLC | ADP OF THE SNF | — | 2024-06-07 | current | pecos_ownership |
| SHAYNA STEG FAMILY TRUST | ADP OF THE SNF | — | 2025-03-04 | current | pecos_ownership |
| WALALIYADDA, ANURUDDHA | ADP OF THE SNF | — | 2024-06-07 | current | pecos_ownership |
| YSRO TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | — | 2024-06-07 | current | pecos_ownership |
| MARC OSTREICHER | CORPORATE OFFICER | 100% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| MONTOWESE LL LLC | Individual has financial interest in both related organization and provider | 67% | 2019-10-01 | ended 2020-09-30 | hcris_a_8_1 |
| MONTOWESE LL LLC | Individual has financial interest in both related organization and provider | 62% | 2021-10-01 | ended 2022-09-30 | hcris_a_8_1 |
| MINDY EHRENFELD | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 35% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| ILANA OSTREICHER | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 20% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| REBECCA LOPIANSKY | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 18% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| MARVIN OSTREICHER | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 12% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| WHITE DEER INVESTMENTS, LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| DAVID OSTREICHER | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| DAVID OSTREICHER FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| MICHELLE OSTREICHER FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| SHAYNA STEG | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| SHAYNA STEG FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| YITZCHOK STEG FAMILY TRUST | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 9% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| MICHELLE OSTREICHER | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 5% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| YITZCHOK STEG | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 5% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| THOMAS GILMARTIN | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 2% | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| MONTOWESE LL LLC | Individual has financial interest in both related organization and provider | 1% | 2020-10-01 | ended 2021-09-30 | hcris_a_8_1 |
| ANURUDDHA WALALIYADDA | ADP OF THE SNF | — | 2024-06-07 | ended 2026-05-18 | pecos_ownership |
| JOANNE GABRIEL | ADP OF THE SNF | — | 2025-01-06 | ended 2026-05-18 | pecos_ownership |
| THOMAS GILMARTIN | OPERATIONAL/MANAGERIAL CONTROL | — | 2024-10-10 | ended 2026-05-18 | pecos_ownership |
| Close date | Price | Buyer | Seller | Evidence |
|---|---|---|---|---|
| 2024-06-07 | — | MONTOWESE ACQUISITION OPERATOR LLC | ATHENA MONTOWESE SNF, LLC | chow |
| Close | Facility | Price | $/bed | Cap rate | Beds | Buyer |
|---|---|---|---|---|---|---|
| 2025-10-21 | INGRAHAM MANOR REHAB AND NURSING | — | — | — | 128 | IM OPCO LLC |
| 2025-05-15 | HAVENCARE AT LITCHFIELD WOODS | — | — | — | 160 | LITCHFIELD OPCO LLC |
| 2025-05-15 | HAVENCARE AT VALERIE MANOR | — | — | — | 151 | VALERIE OPCO LLC |
| 2024-10-10 | SHADY KNOLL CENTER FOR HEALTH & REHABILITATION | — | — | — | 128 | SHADY KNOLL ACQUISITION OPERATOR LLC |
| 2024-10-10 | MAEFAIR CENTER FOR HEALTH & REHABILITATION | — | — | — | 134 | MAEFAIR ACQUISITION OPERATOR LLC |
| 2024-10-10 | GLASTONBURY CENTER FOR HEALTH & REHABILITATION | — | — | — | 105 | GLASTONBURY ACQUISITION OPERATOR LLC |
| 2024-08-01 | MANSFIELD CENTER FOR NURSING AND REHABILITATION | — | — | — | 98 | MANSFIELD ACQUISITION OPERATOR LLC |
| 2024-06-07 | EVERGREEN CENTER FOR HEALTH & REHABILITATION | — | — | — | 180 | EVERGREEN ACQUISITION OPERATOR LLC |
| 2024-06-07 | MONTOWESE CENTER FOR HEALTH & REHABILITATIONthis facility | — | — | — | 120 | MONTOWESE ACQUISITION OPERATOR LLC |
| 2024-06-07 | SHARON CENTER FOR HEALTH & REHABILITATION | — | — | — | 88 | SHARON ACQUISITION OPERATOR LLC |
| 2024-06-07 | BEACON BROOK CENTER FOR HEALTH & REHABILITATION | — | — | — | 126 | BEACON BROOK ACQUISITION OPERATOR LLC |
| 2024-06-07 | STONE BRIDGE CENTER FOR HEALTH & REHABILITATION | — | — | — | 154 | NEWTOWN ACQUISITION OPERATOR LLC |
| Geo | Kind | BR | Amount | As of | Source |
|---|---|---|---|---|---|
| county 09170 | acs median gross | 0 | $1,170 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | 1 | $1,299 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | 2 | $1,621 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | 3 | $1,807 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | 4 | $2,048 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | 5 | $2,032 | 2024-12-31 | CENSUS_ACS5 |
| county 09170 | acs median gross | $1,525 | 2024-12-31 | CENSUS_ACS5 | |
| county 09170 | acs recent mover gross | $1,879 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 06473 | acs median gross | 0 | $1,350 | 2024-12-31 | CENSUS_ACS5 |
| zcta 06473 | acs median gross | 1 | $1,368 | 2024-12-31 | CENSUS_ACS5 |
| zcta 06473 | acs median gross | 2 | $1,793 | 2024-12-31 | CENSUS_ACS5 |
| zcta 06473 | acs median gross | 3 | $2,375 | 2024-12-31 | CENSUS_ACS5 |
| zcta 06473 | acs median gross | 4 | $2,207 | 2024-12-31 | CENSUS_ACS5 |
| zcta 06473 | acs median gross | $1,720 | 2024-12-31 | CENSUS_ACS5 | |
| zcta 06473 | acs recent mover gross | $2,301 | 2024-12-31 | CENSUS_ACS5 | |
| zip 06473 | payment standard 110 | 0 | $1,551 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 90 | 0 | $1,269 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | safmr | 0 | $1,410 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 110 | 1 | $1,804 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 90 | 1 | $1,476 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | safmr | 1 | $1,640 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 110 | 2 | $2,233 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 90 | 2 | $1,827 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | safmr | 2 | $2,030 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 110 | 3 | $2,761 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 90 | 3 | $2,259 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | safmr | 3 | $2,510 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 110 | 4 | $3,256 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | payment standard 90 | 4 | $2,664 | 2025-10-01 | HUD_USER_SAFMR |
| zip 06473 | safmr | 4 | $2,960 | 2025-10-01 | HUD_USER_SAFMR |