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CHAUTAUQUA HOSPICE AND PALLIATIVE CARE

LAKEWOOD, NYCCN: 331554
GREEN
CON State

Overall

66.1

Quality

73.3

Compliance

50.0

Operational

70.0

Market

75.0

CAHPS Survey Rating

4.0★

Family Caregiver Survey

Contact Information

Address

20 WEST FAIRMOUNT AVENUE

LAKEWOOD, NY 14750

Phone
(716) 338-0033
Website

No website on file

Administrator

EMILY MORSE, DIRECTOR OF FINANCE

Financial & Registry Data

Cost Report (2024)
Revenue$5.3M
Expenses$4.9M
Net Income$0.32M
Cost/Day$273
NPI Registry
NPI1639255250
Authorized Official

MICHAEL TESTA

President/CEO

IRS 990 (2023)
EIN222432409
990 Revenue$5.0M
Total Assets$5.8M
Exec Comp$356K

Provider Details

CountyChautauqua
Ownership TypeNon-Profit
ADC57
ADC Fittarget
Service Area (ZIPs)44
Market TypeUrban
CertifiedApr 15, 1993
County Demographics
65+ Population28,410
% 65+22.3%
Median Income$54,625

Ownership Profile

Complexitycomplex
Owner Count29
PE/Investment BackedNo
Chain AffiliatedNo
Recent Ownership ChangeYes

Classification Reasons

ADC (57) within target range
CON state provides regulatory moat
Strong quality metrics (score: 73)
Strong operational performance

Outreach Status

Readiness

Ready - Prioritize for outreach

Deal Type

Platform potential

Sell-Side Hypothesis

Complex ownership may create partnership disputes or exit pressure

Rating Sensitivity

Upgrade Triggers

Already at highest classification

Downgrade Triggers

Quality or compliance metrics decline in next CMS refresh; Material compliance investigation or survey deficiency; Significant ownership change or PE exit

Owner Carry-Back Analysis

72/100
HIGH
Independent Ownership+30

Not backed by private equity - more likely to consider creative financing

Standalone Operation+20

Not part of larger chain - owner has full decision authority

Multiple Owners+5

Multiple stakeholders may complicate carry-back terms

Ideal Size+15

ADC 20-60 is perfect for owner carry-back - established but manageable

Recent Change+2

Recent ownership change - may indicate PE flip or distressed situation

Prime Owner Carry-Back Candidate

This provider shows strong indicators for owner financing. Single/simple ownership structure, no PE involvement, and ideal operational size suggest the owner may be receptive to a seller note arrangement. Consider approaching with a 10-20% carry-back proposal.

View All Owner Carry-Back Opportunities

Data Quality & Completeness

Completeness Score

90%

Data Quality

HIGH

Confidence

High (0.90)

Missing Fields

quality_stars

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Data Source: CMS Provider Data Catalog Nov 2025, PECOS Q1 2026 • Analysis Date: Jan 26, 2026