dealflow
envelope $200M

← Targets

Saint Joseph Berea

dba Chi Saint Joseph Berea · Berea, Madison County, KY · CCN 181329
Licensed to Saint Joseph Health System Inc

Composite
20.9
rank score
Distress
2
FY2024
Fit
50
vs thesis
Estimated ticket
$2.1M–$4.2M
25 beds · within envelope
Ownership
nonprofit
CAH

Why it ranks here

  • occupancy 45-60%
  • rural — cheaper but limited density
  • small but workable bed count
  • very small ticket — sub-scale as a platform asset
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$52.9M
Operating margin 21.6%
Total margin 23.7%
Days cash on hand 193
Current ratio 8.09
Occupancy50%

Facility

Beds25
Facility typeCAH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 25 $34.3M $2.9M 0.3% 7.9% 319 3.51 49% 607 9
2022 25 $38.1M $2.6M 2.3% 6.6% 301 5.87 58% 743 2
2023 25 $40.0M $3.2M 3.9% 7.7% 159 6.82 42% 697 6
2024 25 $52.9M $12.9M 21.6% 23.7% 193 8.09 50% 790 2

Owners

OwnerRole%SinceType
Commonspirit Health
Chicago, IL
5% or greater indirect ownership interest 100 2019-02
Kentuckyone Health Inc
Lexington, KY
5% or greater indirect ownership interest 100 2012-01
Saint Joseph Health System Inc
Lexington, KY
5% or greater direct ownership interest 100 2012-01
Adeline Fehribach corporate director 2022-01
Christy Spitser corporate officer 2022-01
Christy Spitser w-2 managing employee 2022-01
Daniel Morissette corporate officer 2019-02
Daniel Morissette other 2023-09
Daniel Rodrigue corporate director 2022-01
Daryl Love corporate director 2025-07
Donald Hearne corporate officer 2025-07
Granetta Blevins corporate director 2025-07
Jane Chiles corporate director 2022-01
Kim Potter-Blair corporate director 2022-01
Martha Jones corporate director 2022-01
Mary-Alicha Weldon corporate director 2022-01
Matthew Brown corporate officer 2025-07
Matthew Brown corporate director 2025-07
Matthew Grimshaw corporate director 2025-07
Melissa Murphy corporate director 2022-01
Monica Kennison corporate director 2025-07
Terika Mbanu corporate director 2025-07
Thomas Kopfensteiner corporate director 2025-07
Winston Griffin corporate director 2022-01

Ownership changes

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

Who has been buying in KY

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2024-04-01 Bowling Green-Warren County... The Medical Center At Clinton County Inc The Medical Center Of Albany 25
2024-04-01 Bowling Green-Warren County... The Medical Center At Franklin Inc The Medical Center At Franklin 25
2021-10-01 Deaconess Union County Hospital, Inc Methodist Health, Inc. Deaconness Union County Hospital 25
2018-07-01 Arh Mary Breckinridge Health Services Inc Saint Joseph Health System Inc Our Lady Of The Way 25
2016-01-01 Bowling Green-Warren County... Caverna Memorial Hospital Inc The Medical Center At Caverna 25