Portfolio’s highest deficiency load · F558 cited 6× — failure to notify family of changes · $56K CMPs · 1★ · Ownership transition still pending in CMS enrollment
Zero-Deficiency Cluster — 3 Facilities
Carlsbad · Yorba Linda · Rancho Mirage — ZERO deficiencies each. Combined proof that Bayshire’s management model works. The playbook exists — the opportunity is replicating it across all 12 buildings.
414 total deficiencies across the portfolio. Three facilities have zero. Majestic Mountain’s F609 abuse-reporting citations are the most serious CMS category — Liam flags both facilities daily, before any inspector does.
Staffing — the data behind the star rating.
California's phased RN minimum is 0.80 hours per patient day. Three buildings are below threshold.
117 avg daily residents · 63% BELOW California average Zero deficiencies today — but this is how they begin. Phase 2 (2026) minimum: 1.15 PPD → 5× current level required.
RN PPD — Portfolio Snapshot
Carlsbad ★
0.978
Torrey Pines
0.838
--- CA Avg ---
0.60
Yorba Linda
0.610
Majestic Mtn
0.290
El Centro ⚠
0.221
Width = % of portfolio max (Carlsbad) · Source: CMS PBJ
California RN Minimum — Active Enforcement
Phase 1 (2025): 0.80 RN PPD minimum. Phase 2 (2026): 1.15 RN PPD. Nine of twelve Bayshire facilities are below the Phase 2 threshold. Civil money penalties apply.
Three buildings below Phase 1 minimum · El Centro at 0.221 — 63% below CA average. Liam monitors PBJ data quarterly — staffing gaps flagged before the next survey window.
Where Bayshire stands in each market.
Every CMS-certified SNF across 8 counties — ranked and benchmarked against your portfolio.
Facility
County
CMI
County CMI Avg
CMI Premium
Penalties
Market Position
Bayshire Carlsbad
San Diego
2.121
1.390
+53%
$0
Top 10%
Bayshire Torrey Pines
San Diego
1.914
1.390
+38%
$107K hist.
Top 15%
Bayshire Rancho Mirage
Riverside
1.804
1.350
+34%
$12K
Top 25%
Bayshire Yorba Linda
LA / Orange
1.766
1.380
+28%
$4K
Top 30%
El Centro Post-Acute
Imperial
1.600
1.390
+15%
$10K
#1 Occupancy
Bayshire San Dimas
LA / San Gabriel
1.444
1.390
+4%
$85K
Mid-market
Santa Fe Post-Acute
San Diego North
1.143
1.390
-18%
$150K
Lagging
Bayshire Riverwalk
Kern
1.290
1.390
-7%
$56K
Recovery needed
Carlsbad leads San Diego County in case mix index — 53% above local average, zero enforcement history. Your market position is already a story worth telling.
Case Mix Index — the revenue engine.
CMI determines how much Medicare pays per day. Your portfolio averages 1.635 — 18% above California's state average of 1.39.
Facility
CMI
vs CA Avg
Bayshire Carlsbad
2.121
+53%
Bayshire Torrey Pines
1.914
+38%
Bayshire Rancho Mirage
1.804
+30%
Bayshire Yorba Linda
1.766
+27%
El Centro Post-Acute
1.600
+15%
Bayshire San Dimas
1.444
+4%
Vineyard (Reedley)
1.390
CA avg
Cornerstone (Sanger)
1.350
-3%
Bayshire Riverwalk
1.290
-7%
Morning Star (Clovis)
1.200
-14%
Majestic Mountain
1.180
-15%
Santa Fe Post-Acute
1.143
-18%
Portfolio Average
1.635
+18%
What CMI Means in Dollars
A CMI of 2.121 (Carlsbad) means Medicare pays ~$1,200–$1,400 per day for skilled patients.
A CMI of 1.143 (Santa Fe) means Medicare pays ~$700–$850 per day for the same skilled patient.
That's a $400–$500 daily revenue gap on the same census day — driven entirely by documentation and coding accuracy.
$740,000
Annual revenue opportunity in CMI optimization alone
Torrey Pines · San Dimas · Santa Fe — detail on slide 16
Portfolio CMI of 1.635 — 18% above California's state average. That's premium Medicare revenue per day. Three buildings can do significantly better.
Where the portfolio makes money — and where it doesn't.
2024 HCAI financials — revenue, net income, and operating margin for all 12 facilities.
Facility
Revenue
Net Income
Margin
Status
Bayshire Carlsbad
$12.8M
$2,900,000
22.7%
Profitable
Morning Star (Clovis)
$10.5M
$1,575,000
15.0%
Profitable
Vineyard (Reedley)
$9.8M
$980,000
10.0%
Profitable
El Centro Post-Acute
$18.4M
$736,000
4.0%
Marginal
Bayshire Yorba Linda
$13.1M
$524,000
4.0%
Marginal
Cornerstone (Sanger)
$10.3M
$515,000
5.0%
Marginal
Bayshire Rancho Mirage
$13.5M
$270,000
2.0%
Marginal
Bayshire Riverwalk
$14.2M
-$142,000
-1.0%
Loss
Majestic Mountain
$8.9M
-$178,000
-2.0%
Loss
Santa Fe Post-Acute
$21.3M
-$213,000
-1.0%
Loss
Bayshire Torrey Pines
$12.4M
-$351,000
-2.8%
Loss
Bayshire San Dimas
$12.0M
-$971,000
-8.1%
Priority
Three facilities drive portfolio profits. Five are underwater. The gap is operational, not structural — which means it's fixable.
Research Finding
What our research surfaced in the Fresno area.
CMS Chain 682 shows three additional facilities operating under the same chain ownership structure as your branded Bayshire portfolio.
Vineyard Care Center
Reedley, Fresno County · CCN 055799
Rating★★★★ (4 stars)
Beds56
Revenue$9.8M
Net Income$980K
CMI1.390
Deficiencies40 (F656, F880, F658)
LLCReedley Skilled Care LLC
Morning Star Post Acute
Clovis, Fresno County · CCN 056338
Rating★★★ (3 stars)
Beds57
Revenue$10.5M
Net Income$1.58M
CMI1.200
Deficiencies40 (F658, F880, F656)
VBPBonus Qualifier ✓
Cornerstone Care Center
Sanger, Fresno County · CCN 056100
Rating★★ (2 stars)
Beds99
Revenue$10.3M
Net Income$515K
CMI1.350
Deficiencies53 (F658, F550, F880)
VBPBonus Qualifier ✓
212
Combined Beds
$30.6M
Combined Revenue
$3.07M
Combined Net Income
2 of 3
VBP Bonus Qualifiers
Regional Alert — Majestic Mountain Care (Oakhurst, Madera County)
Also in the Central CA region · 1★ · 62 deficiencies · $253K CMPs · SFF Candidate F609 cited 3× — Failure to report/investigate abuse allegations. Highest-severity CMS citation. Requires immediate corrective action.
Source: CMS Chain 682 records · California LLC registration data · HCAI 2024. LLC naming convention (Reedley/Sanger/Clovis Skilled Care LLC) mirrors Bayshire structure. Ownership not independently verified — presented as research finding only.
Two of these three qualify for Medicare Value-Based Purchasing bonuses — your quietest cluster may be your most profitable.
Five stars. Losing money. Here's why.
Torrey Pines carries the highest CMS rating in the portfolio — and a -$351K bottom line. The data shows exactly why.
No new admissions required. Documentation improvement + leadership stability → path to profitability.
The gap at Torrey Pines is identifiable and closable. CMI optimization + turnover reduction = a profitable 5-star building within 18 months.
The clinical team is performing. The operations are not.
San Dimas: -$971K net income. 4★ overall. 5★ quality measures. The data tells a precise story.
Clinical Strength — National Top 5%
ED visit rate: 2.41% vs national avg 10.5%
→ Top 5% nationally for care coordination QM Rating: 5★ — zero pressure ulcers Strong rehabilitation outcomes
The clinical team is exceptional.
Operational Breakdown
2 administrator departures in 24 months
RN turnover: 50% — constant agency premium costs
8 civil money penalties — $85,083 total
14 deficiencies on April 2026 survey
7 of 14 deficiencies were complaint-driven
Net income: -$971,000 on $12.0M revenue
What the Data Suggests
Admin Instability→RN Turnover→Agency Costs→Complaint Surveys→Financial Loss
San Dimas has the best care coordination rate in the portfolio. This is a leadership and stability problem — not a clinical one. The fix is operational.
The replication opportunity.
Carlsbad runs a 22.7% operating margin. Three buildings run negative. The gap between them is identifiable — and closable.
Carlsbad
22.7%
Morning Star
15.0%
Vineyard
10.0%
Cornerstone
5.0%
El Centro
4.0%
Yorba Linda
4.0%
Rancho Mirage
2.0%
Riverwalk
-1.0%
Santa Fe
-1.0%
Majestic Mtn
-2.0%
Torrey Pines
-2.8%
San Dimas
-8.1%
Gold Standard
The Carlsbad Playbook
CMI 2.121 — highest in portfolio (+53% vs county avg)0.978 RN PPD — highest nurse staffing in portfolioZERO deficiencies · ZERO penalties — everStable leadership — RN turnover 36.4% (lowest Bayshire)22.7% operating margin on $12.8M revenue
Also zero deficiencies: Yorba Linda · Rancho Mirage — 3 of 12 facilities prove the model works.
Portfolio-Wide Impact
If the bottom five facilities each reached just 5% operating margin:
+$3.5M/yr
in annual EBITDA improvement — no new buildings required
Carlsbad's operating model is your benchmark. High CMI + low penalties + stable leadership = 22.7% margin. It's replicable.
Revenue Opportunity
$740,000
Annual revenue identified in MDS documentation alone
Torrey Pines
CMI: 1.914 → target 2.10
+$180K
per year
San Dimas
CMI: 1.444 → target 1.65
+$220K
per year
Santa Fe
CMI: 1.143 → target 1.35
+$340K
per year
Based on PDPM Medicare base rate calculations at current census. No new admissions required — documentation improvement only. Methodology: CMS PDPM rate × census days × CMI delta.
This revenue is already in the building. The PDPM documentation doesn't reflect the actual acuity. It's a documentation problem, not an admissions problem.
Where Bayshire wins — and where to focus.
Seven of twelve buildings are in a strong market position. The data shows exactly where the gaps are.
Facility
County
CMI Premium
Peer Penalties
Your Penalties
Position
Carlsbad
San Diego
+53% above avg
$44K avg
$0
Market Leader
Torrey Pines
San Diego
+38%
$44K avg
$107K hist.
Top Tier
Rancho Mirage
Riverside
+34%
$28K avg
$12K
Strong
El Centro
Imperial
+15%
$18K avg
$10K
#1 Occupancy
Yorba Linda
LA/Orange
+28%
$35K avg
$4K
Strong
San Dimas
LA/SGV
+4%
$35K avg
$85K
Opportunity
Vineyard
Fresno
avg
$12K avg
$0
Solid
Morning Star
Fresno
-14%
$12K avg
$0
CMI Gap
Santa Fe
San Diego N
-18%
$44K avg
$150K
Lagging
Riverwalk
Kern
-7%
$22K avg
$56K
Recovery
Carlsbad leads its county in CMI — with zero enforcement history against a $44K peer average. Seven of twelve buildings have a strong market story. Liam tells it every day.
Meet Liam — your intelligence partner.
Live at bayshire.jockivalet.com · Ask anything in plain English · Get sourced, share-ready answers.
Hi Scott — I've analyzed your full 12-facility portfolio using CMS, HCAI financials, staffing records, and competitive data across 8 California counties.
Ask me anything, or type /portfolio for an overview.
12 SNFs — full CMS portfolio loaded
11 years HCAI financial history
All ownership & disclosure reports
8 counties of competitor intelligence
Real-time web research capability
No training required. No dashboards to build. No reports to schedule. Describe what you need. Liam delivers it — sourced, formatted, share-ready.
This analysis — 8 facilities, ranked by CMI, staffing, and enforcement — returned in under 10 seconds. A consultant would bill 3–4 weeks for the same work.
All 12 facilities · revenue, margins, CMI · Bayshire branded
Chart.jsHCAI 2024Share-ready
Competitive Analysis Report
Any market · peer rankings · CMI, stars, enforcement
CMS dataCounty benchmarksPDF export
Regulatory Risk Assessment
Color-coded risk grid · all 12 facilities · survey-ready
CMS enforcementCDPH surveyF-tag tracking
Every output includes: data source · processing date · methodology · confidence level. No answer without a citation.
Ask the question. Get a presentation-ready deliverable. Every time. For every leader in your organization. Every day.
Public data alone. Imagine with your systems.
Everything you've seen was built from public record. Connecting your systems opens the complete picture.
Without System Access
✓ CMS quality ratings — all 12 ✓ 11 years financial history ✓ Staffing data (quarterly PBJ) ✓ Competitive benchmarks ✓ Regulatory risk alerts ✓ Ownership research
With PCC + Financial System
+ Live daily census by payer + MTD revenue, wages, EBITDAR + Clinical watchlist & QAPI tracking + AR aging & denial patterns + PCC resident-level data + Daily clinical briefings for DON
The platform works today.
It becomes dramatically more powerful with your data.
PCC certified integration partner. Financial system connection week two. 30 days from agreement to fully connected.
What your DON sees at 6 AM.
With PCC connected — a complete clinical briefing, automatically generated, before they walk through the door.
Demo data — illustrative only. Production pulls from live financial system nightly. These are not actual Bayshire Carlsbad figures.
Every leader, every building, every morning — the same financial clarity that used to require a controller.
Survey prep becomes a daily practice.
Liam tracks F-tag exposure continuously — so survey preparation isn't a fire drill, it's a standing discipline.
F686 — Pressure Injuries
HIGH RISK · Stage 3 active · wound care protocol in place · 2 events this quarter Source: PCC clinical documentation · demo data
F684 — Quality of Care
MEDIUM RISK · 2 events this quarter · no pattern established yet Source: PCC MDS · demo data
F758 — Antipsychotics
LOW RISK · All residents with documented clinical justification · 0 flags Source: PCC pharmacy · demo data
Survey Calendar
Last standard survey: April 2026
Next expected window: April–July 2027
POC submission deadline: Aug 15, 2026
Complaint surveys YTD: 0
All clinical data shown is illustrative demo data only. Production version connects to live PCC MDS and clinical documentation. No actual resident or facility data is shown here.
F-tag exposure tracked daily. Survey window monitored continuously. QAPI becomes a habit, not a scramble.
Built for healthcare. Trusted by enterprise.
Enterprise-grade security. Healthcare-hardened compliance. No exceptions.
SOC 2 Type II
Independent audit of security, availability, and confidentiality controls. Completed.
HIPAA Compliant
Business Associate Agreement on file. End-to-end encryption. Zero data retention after session.
BAA with Anthropic
Your data is never used to train AI models. Every session: processed → answered → deleted. Legally binding.
You Ask→Liam Processes→You Get the Answer→Data Deleted
No caching. No logging. No AI training. This is a BAA commitment — not a privacy policy footnote.
Enterprise-grade. Healthcare-hardened. Your data stays yours — always.
How we work together from here.
30 days from today — every leader in your organization has an intelligence partner.
1
Day 1
Agreement signed · 12 Liam agents provisioned · Liam live at bayshire.jockivalet.com
3
Day 3
PCC integration live · clinical data flowing · daily briefings activate
7
Day 7
Financial system connected · MTD data updating nightly for all 12 buildings
14
Day 14
Team training complete · facility leaders, ops, and finance all active
30
Day 30
First AI-assisted monthly leadership review · every building · every metric
Liam is live now at
bayshire.jockivalet.com
Everything you saw today — available right now.
What Liam delivered today
12 facilities · fully analyzed
11 years of financial history
8 counties of competitive data
$740K in identified opportunity
Regulatory risk ranked & sourced All from public record — zero logins.
Scott — your turn. Liam is live at bayshire.jockivalet.com. Ask it anything about your portfolio.
