dealflow
envelope $200M

← Targets

Shirley Ryan Abilitylab

Chicago, Cook County, IL · CCN 143026
Licensed to Rehabilitation Institute Of Chicago

Composite
54.2
rank score
Distress
49
FY2024
Fit
80
vs thesis
Estimated ticket
$73.1M–$292M
225 beds · within envelope
Ownership
nonprofit
RH

Why it ranks here

  • operating margin below -10%
  • 30-60 days cash on hand
  • current ratio under 1.5
  • margin deteriorating
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • bed count in the target band
  • ticket size uses the capital envelope well
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$332M
Operating margin -30.1%
Total margin 12.6%
Days cash on hand 35
Current ratio 1.14
Occupancy95%

Facility

Beds225
Facility typeRH
Settingurban
Ownership classnonprofit
Per-bed (low) $325K
Per-bed (high) $1.3M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 226 $264M $67.1M -30.6% 16.3% 20 0.84 96% 3,635 59
2022 225 $282M $-60.0M -30.8% -19.4% 19 0.97 95% 3,602 76
2023 225 $305M $35.1M -30.4% 8.1% 48 1.25 95% 3,746 48
2024 225 $332M $62.2M -30.1% 12.6% 35 1.14 95% 3,792 49

Owners

OwnerRole%SinceType
Chris Gust corporate director 2016-05
Daniel Dolan corporate director 1999-11
Jonathan Tingstad corporate officer 2017-10
Jonathan Tingstad w-2 managing employee 2017-10
Linda Wolf corporate director 2011-01
M. Reyes corporate officer 2002-02
M. Reyes corporate director 2002-02
Mark Stephan corporate director 2009-05
Michael Keiser corporate director 1996-06
Michael Krasny corporate officer 2003-09
Nancy Paridy corporate officer 2005-12
Nancy Paridy w-2 managing employee 2005-12
Pablo Celnik corporate officer 2023-09
Richard Murphy corporate director 2019-11
Robert Delaney corporate director 2015-06
Sharon Okeefe corporate director 2022-05
Thomas Reynold corporate officer 2003-06
Thomas Reynold corporate director 2003-06
Wayne Andersen corporate director 1991-11
William Cernugel corporate director 2007-06

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.