The Legacy of DeForest
Independent Living, Assisted Living & Memory Care · Madison, WI

The Legacy of DeForest

Independent Living, Assisted Living & Memory Care · Madison, WI

Overview of The Legacy of Deforest

In the very heart of Wisconsin, The Legacy of Deforest sits as an awe-inspiring and luxurious assisted living and memory care community that promises to deliver the ultimate care experience for its residents. Basked in a serene residential environment, this community offers the perfect balance of personal freedom and intentional care that guarantees a remarkable stay for its guests. The spacious, cozy, and well-appointed rooms create an inviting and warm atmosphere that residents will surely find irresistible. With the reliable emergency response system that we have in place, residents are assured of their safety at all times.

Their dedicated staff provides housekeeping, laundry, and maintenance services, ensuring that residents are relieved of any mundane chores and can focus on the more enjoyable aspects of life. With seasonal menus available, seniors are spoilt for choice, and their reliable transportation services to physician, dental, therapy, specialist, and optometrist appointments take away any worries that residents may have. At The Legacy of Deforest, they create harmonious living space that perfectly reflects the tastes and preferences of their residents.

(608) 807-2888
Bed community size
25-bed community
A smaller, more intimate setting that may offer a quieter environment and closer staff-resident interactions.
Years in operation
6 years in operation
An established community with some operational experience and growing routines.
Walk Score
Walk Score: 0 / 100
Car-dependent. Most errands require a car, with limited nearby walkable options.
BBB Rating
BBB Rating: A (Not Accredited)
An independent rating from the Better Business Bureau based on factors such as complaint history, transparency, and business practices.
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Client group served

Terminally Ill
Public Funding
Irreversible Dementia Alzeimers
Advanced Aged
Hcbs Compliant

About this community

Occupancy

Occupancy rate
76%
Higher than the Wisconsin average: 70%
Occupied beds
19 / 25
Average residents per home in Wisconsin 54 per day

License Details

Facility TypeClass Cna (nonambulatory)
IssuanceOctober 19, 2019
CountyDane

Ownership & Operating Entity

The Legacy of DeForest is legally operated by Julie Lonergan, and administrated by Park Vista Senior Housing Management LLC.

Staffing

Key information about the people who lead and staff this community.

Leadership

ContactKELLEY ROBINSON

Additional Policies & Features

Gender ServedBoth

Rate Information (WI)

Monthly Rate Range $7,910 - $8,910

Types of Care at The Legacy of DeForest

Independent Living Assisted Living Memory Care

Contact The Legacy of DeForest

Inspection History

In Wisconsin, the Department of Health Services, Division of Quality Assurance performs unannounced onsite surveys to ensure that long-term care facilities meet health and safety laws.

Since 2023 · 3 years of data 18 deficiencies

Inspection Scorecard Info This scorecard compares key inspection, citation, and complaint metrics at this facility against the Wisconsin state average. Metrics rated ≥15% worse than average are highlighted in red; those ≥15% better are highlighted in green.

Since 2023 vs. Wisconsin state average
Latest Inspection June 10, 2025

Deficiencies Info Deficiencies are formal regulatory issues recorded during state inspections.

MetricThis FacilityWI Averagevs. WI Avg
Total deficiencies Info Formal regulatory issues recorded by inspectors across all inspection types. 1812 This facility has 50% more total deficiencies than a typical Wisconsin assisted living residence (18 vs. WI avg 12). Click this badge to view the full Wisconsin ranking.↑ 50% worse
Deficiencies per year Info Average deficiencies per year since 2023. 64 This facility has 50% more deficiencies per year than a typical Wisconsin assisted living residence (6 vs. WI avg 4). Click this badge to view the full Wisconsin ranking.↑ 50% worse

Inspection Reports Summary Info An editor-reviewed summary of the themes and findings across this facility's recent inspection reports.

The most recent inspection on June 10, 2025, found deficiencies resulting in a $1,900 forfeiture and a $200 inspection fee. Earlier inspections showed a pattern of issues related to caregiver background checks, staff training, health monitoring, and communication of changes in residents’ conditions. Several complaint investigations were substantiated, including failures to notify representatives after incidents and inadequate fall risk interventions, with multiple forfeitures imposed over time. Enforcement actions included repeated citations and forfeitures totaling several thousand dollars, but no license suspensions or revocations were listed in the available reports. The facility’s deficiencies have persisted over multiple inspections, indicating ongoing challenges with compliance in staff training, resident monitoring, and communication.

Read the full inspection reports for this facility, including detailed findings and corrective actions.

Show Inspection Reports

Financial Assistance for
Independent Living in Wisconsin

The Legacy of DeForest is located in DeForest, Wisconsin.
Here are the financial assistance programs available to residents in Wisconsin.

Get Financial aid guidance

Family Care Program

WI Medicaid Family Care

Age 65+ or disabled
General Wisconsin resident, Medicaid-eligible, long-term care need.
Income Limits (2025) ~$2,829/month 300% FBR, individual
Asset Limits $2,000 (individual), $3,000 (couple).
WI

Managed care model; rural/urban balance.

Benefits
Personal care (5-7 hours/day) Respite (240 hours/year) Adult day care ($65/day) Home modifications ($1,500 avg.)

Wisconsin Caregiver Support Program

WI NFCSP Respite

Age Caregiver of someone 60+ (or with dementia)
General Wisconsin resident.
Income Limits No strict limit; prioritizes low-income.
Asset Limits Not applicable.
WI

High rural demand; ADRC coordination.

Benefits
In-home respite (4-6 hours/day) Adult day care (~$65/day) Short-term facility care (up to 5 days)

IRIS (Include, Respect, I Self-Direct)

Wisconsin IRIS

Age 65+ (or disabled 18+)
General WI resident, Medicaid-eligible, NFLOC.
Income Limits (2025) ~$2,829/month; QIT optional.
Asset Limits $2,000 (individual), $3,000 (couple).
WI

Flexible budget; serves ~20,000; participant hires caregivers.

Benefits
Personal care (custom hours) Respite Home mods Equipment Transportation Support services

SeniorCare Prescription Drug Assistance

Wisconsin SeniorCare

Age 65+
General WI resident, US citizen/qualified immigrant, not on full Medicaid.
Income Limits (2025) ~$24,980-$34,980/year (Level 1-2B, individual); varies by level.
Asset Limits None.
WI

Four benefit levels; serves ~50,000 annually.

Benefits
$5 generic/$15 brand copays (Level 1); deductibles ($500-$850) for higher levels; covers most Rx drugs

Medicare Savings Program (MSP)

Wisconsin Medicare Savings Program

Age 65+ or disabled
General WI resident, Medicare Part A/B.
Income Limits (2025) ~$2,510/month (QMB), ~$3,380/month (SLMB), ~$3,598/month (QI)—individual.
Asset Limits $9,430 (individual), $14,130 (couple).
WI

Includes Extra Help for Part D; no waitlist.

Benefits
Covers Part B premiums ($174.70/month) Deductibles ($240/year) Copays (~20%)

Wisconsin Home Energy Assistance Program (WHEAP)

Wisconsin WHEAP

Age 60+ prioritized
General WI resident, low-income household.
Income Limits (2025) ~$3,970/month 185% FPL
Asset Limits Not assessed.
WI

Covers gas, electric, wood; crisis aid available.

Benefits
Heating/electric aid ($300-$1,000/season) Crisis aid ($500 max) Weatherization

VA Aid and Attendance (A&A) and Housebound Benefits

Wisconsin VA Aid and Attendance/Housebound

Age 65+ or disabled veteran/spouse
General WI resident, wartime service, ADL help (A&A) or homebound.
Income Limits (2025) Net income < ~$1,984/month (veteran with dependent, A&A); pension offsets income.
Asset Limits ~$155,356 net worth
WI

High rural veteran use; supports care costs.

Benefits
Cash (~$1,433-$2,642/month veteran, ~$951-$1,318 spouse) for care costs

Property Tax Deferral Loan Program

Wisconsin Property Tax Deferral Loan

Age 65+
General WI resident, homeowner, live in home 6+ months/year.
Income Limits (2025) ~$24,980/year household
Asset Limits Home equity < $500,000; limited other assets.
WI

Saves ~$500-$1,500/year; interest ~2%-3%.

Benefits
Deferred tax payment (~$500-$1,500/year avg.)

Senior Farmers’ Market Nutrition Program (SFMNP)

Wisconsin SFMNP

Age 60+
General WI resident, low-income.
Income Limits (2025) ~$2,322/month 185% FPL
Asset Limits Not assessed.
WI

Vouchers (~$45/season); serves ~15,000 annually.

Benefits
Vouchers (~$45/season) for produce at farmers’ markets

Places of interest near The Legacy of DeForest

Address 12.5 miles from city center Info Estimated distance in miles from Deforest's city center to The Legacy of DeForest's address, calculated via Google Maps. — 3.95 miles to nearest hospital (UW Health East Madison Hospital)

Calculate Travel Distance to The Legacy of DeForest

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Frequently Asked Questions about The Legacy of DeForest

What neighborhood is The Legacy of DeForest in?

The Legacy of DeForest is in the DeForest neighborhood of DeForest.

Who is the owner of The Legacy of DeForest?

The legal owner and operator of The Legacy of DeForest is Julie Lonergan.

What is the occupancy rate at The Legacy of DeForest?

The Legacy of DeForest's occupancy is 76%.

Who is the administrator of The Legacy of DeForest?

Park Vista Senior Housing Management Llc is the administrator of The Legacy of DeForest.

How many beds does The Legacy of DeForest have?

The Legacy of DeForest has 25 beds.

What is the phone number of The Legacy of DeForest?

(608) 807-2888 will put you in contact with the team at The Legacy of DeForest.

What county is The Legacy of DeForest located in?

The Legacy of DeForest is in Dane County.

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