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Heritage of Portage
Exterior view of Heritage of Portage facility entrance Exterior view of the facility entrance with gardens Comfortable common area with seating and a TV Cozy dining setup in a resident's room Bright kitchen area with wooden cabinets and dining table Dining area with tables and floral decorations Popcorn machine with soft drinks and snacks on a table Cozy resident room with bed and seating area Interior view of a chapel with chairs and a cross A senior veteran wearing a cap with medals Bright and welcoming common area with seating

Heritage of Portage

2685 Airport Rd, Portage, WI 53901 View map Calculator: See prices in your area
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Overview of Heritage of Portage

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Heritage of Portage has been part of Portage, Wisconsin for 23 years now, a 66-bed assisted living community at 2685 Airport Rd in Columbia County, run by Sha Msl Portage Opco LLC and administered by Tom Ostrom. The neighborhood is somewhat walkable, so a few errands are doable on foot, but most days still call for a car.

The community sits at 98 percent occupancy, which says something about how families have responded to the place. Each apartment comes with its own kitchenette, a private bath with a walk-in shower, and a closet, small things that add up to residents keeping some independence inside a supported setting. Beyond the apartments, there’s a rehabilitation gym, private dining rooms, a spa, and an on-site salon and barbershop.

Pricing starts at $500 a month and climbs to $6,000 depending on care level and apartment type, a wide enough range that it’s worth a direct conversation about what fits a specific situation. Wisconsin’s Department of Health Services, Division of Quality Assurance, handles inspections statewide, and here those inspections have tended to center on medication management and staffing credentials rather than anything tied to direct hands-on care.

Altogether, this is a long-running assisted living community built around private apartment living, on-site rehab access, and a fuller-than-usual amenity list, the kind of setup suited to residents who want support nearby without giving up their own space.

Facility Direct Line (608) 745-3312
Facility Direct Line (608) 745-3312 DSMHeritageHouse@Encorecares.com
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Bed community size
66-bed community Rank #165 / 496Bed count — State benchmarkedThis home is ranked 165th out of 496 homes in Wisconsin. Shows this facility's certified or reported bed count compared to other Wisconsin facilities. Larger communities may offer more amenities, programs, and on-site services for residents and families.Rankings are based only on facilities in Wisconsin that report data for that category. Facilities without available data are excluded from the ranking.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
A moderately sized community that may balance personal attention with shared amenities and social activities.
Years in operation
23 years in operation Rank #48 / 334Years in operation — State benchmarkedThis home is ranked 48th out of 334 homes in Wisconsin. Shows how long this facility has been in operation compared to other Wisconsin facilities. Longer operating histories may benefit residents, families, and staff.Rankings are based only on facilities in Wisconsin that report data for that category. Facilities without available data are excluded from the ranking.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
A longer operating history, which may indicate experience navigating regulations and delivering ongoing care.
Walk Score
Walk Score: 47 / 100 Rank #252 / 580Walk Score — State benchmarkedThis home is ranked 252nd out of 580 homes in Wisconsin. Shows how walkable this facility's neighborhood is compared to the average Walk Score across Wisconsin facilities. Higher scores benefit residents, families, and staff.Rankings are based only on facilities in Wisconsin that report data for that category. Facilities without available data are excluded from the ranking.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.
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.
How BBB ratings work

About this community

Occupancy

Occupancy rate
98%
Rank #32 / 434Occupancy rate — State benchmarkedThis home is ranked 32nd out of 434 homes in Wisconsin. Shows this facility's occupancy rate versus the Wisconsin average, with its Statewide rank out of 434. Higher occupancy signals strong local demand and financial stability.Rankings are based only on facilities in Wisconsin that report data for that category. Facilities without available data are excluded from the ranking.Click the rank badge to see the full State ranking.Click here to see the full State ranking.
Higher than the Wisconsin average: 70%
Occupied beds
65 / 66
Average occupied beds in Wisconsin homes 54 beds

License Details

Facility TypeCertified
IssuanceApril 7, 2015
CountyColumbia

Ownership & Operating Entity

Heritage of Portage is legally operated by Sha Msl Portage Opco LLC, and administered by Tom Ostrom.

Staffing

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

Leadership

ContactLacy Dixon

Additional Policies & Features

Gender ServedBoth

Rate Information (WI)

Monthly Rate Range $500 - $6,000

Contact Heritage of Portage

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 5 deficiencies

Inspection Scorecard Info This scorecard compares key inspection, deficiency, 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
Overall vs. WI average 0 Worse No metrics in this bucket. 2 Better Metrics better than Wisconsin average:
• Total deficiencies (58% below)
• Deficiencies per year (58% below)
Latest Inspection October 31, 2025 Follow Up

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

This FacilityWI Averagevs. WI Avg
Total deficiencies Info Formal regulatory issues recorded by inspectors across all inspection types. 512 This facility has 58% fewer total deficiencies than a typical Wisconsin assisted living residence (5 vs. WI avg 12).↓ 58% better
Deficiencies per year Info Average deficiencies per year since 2023. 1.74 This facility has 58% fewer deficiencies per year than a typical Wisconsin assisted living residence (1.7 vs. WI avg 4).↓ 58% better

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

  • October 31, 2025 follow-up inspection found no deficiencies and confirmed correction of all three prior deficiencies from June 20, 2025.
  • June 19, 2025 routine survey identified three deficiencies including medication errors, unsafe environment with dusty sprinkler heads, and incomplete staff background checks.
  • January 5, 2024 complaint investigation substantiated violations with a $200 forfeiture related to inadequate nursing services and oxygen management failures.
Show Inspection Reports

Places of interest near Heritage of Portage

Address 1.7 miles from city center Info Estimated distance in miles from Portage's city center to Heritage of Portage's address, calculated via Google Maps. — 0.58 miles to nearest hospital (Aspirus Divine Savior Hospital)

Calculate Travel Distance to Heritage of Portage

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Address

Compare Assisted Living around Madison

The information below is reported by the Wisconsin Department of Health Services, Division of Quality Assurance.

Oak Park Place Madison East
AL
IL
MC
NH
SNF
Madison (North Star)
100
Facility 100
WI AVG 61
Rank #67 / 496
No
53
Facility 53
WI AVG 42
Rank #201 / 580
1 Bed / 2 Bed
20
Facility 20
WI AVG 12
Rank #59 / 334
-A+Oak Park Nursing And Rehabilitation Center LLCBecky Balousek----
Heritage of Portage
AL
Portage
66
Facility 66
WI AVG 61
Rank #165 / 496
No
47
Facility 47
WI AVG 42
Rank #252 / 580
-
23
Facility 23
WI AVG 12
Rank #48 / 334
98.5%
Facility 98.5%
WI AVG 74.3%
Rank #33 / 406
A+Tom OstromSha Msl Portage Opco LLC7
3
Facility 3
WI AVG 3.8
Rank #143 / 312
5
Facility 5
WI AVG 12
Rank #165 / 312
0.7
Facility 0.7
WI AVG 2.0
Rank #117 / 312
Home Again Assisted Living Waunakee
AL
IL
MC
Waunakee (Connery Cove)
64
Facility 64
WI AVG 61
Rank #171 / 496
No
13
Facility 13
WI AVG 42
Rank #477 / 580
Studio / Suite
11
Facility 11
WI AVG 12
Rank #117 / 334
87.5%
Facility 87.5%
WI AVG 74.3%
Rank #106 / 406
A+Melissa OconnorHome Again Assisted Living Inc2
1
Facility 1
WI AVG 3.8
Rank #59 / 312
0
Facility 0
WI AVG 12
Rank #1 / 312
0.0
Facility 0.0
WI AVG 2.0
Rank #1 / 312
Madison Pointe Senior Living
AL
MC
RC
Madison (Burke Heights)
47
Facility 47
WI AVG 61
Rank #304 / 496
No
37
Facility 37
WI AVG 42
Rank #325 / 580
Private Rooms
11
Facility 11
WI AVG 12
Rank #117 / 334
83.0%
Facility 83.0%
WI AVG 74.3%
Rank #146 / 406
A+Brian HulseMadison Senior Living Inc9
7
Facility 7
WI AVG 3.8
Rank #244 / 312
4
Facility 4
WI AVG 12
Rank #149 / 312
0.4
Facility 0.4
WI AVG 2.0
Rank #90 / 312
Sun Prairie Senior Living
AL
ADC
NH
SNF
Sun Prairie
42
Facility 42
WI AVG 61
Rank #337 / 496
Yes
74
Facility 74
WI AVG 42
Rank #79 / 580
Studio / 1 Bed / 2 Bed
3
Facility 3
WI AVG 12
Rank #261 / 334
58.0%
Facility 58.0%
WI AVG 74.3%
Rank #326 / 406
A+Ahr Sun Prairie Trs Sub LLCAlexis Peters5
2
Facility 2
WI AVG 3.8
Rank #108 / 312
21
Facility 21
WI AVG 12
Rank #262 / 312
4.2
Facility 4.2
WI AVG 2.0
Rank #285 / 312
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Financial Assistance for
Assisted Living in Wisconsin

Heritage of Portage is located in Portage, 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

Frequently Asked Questions about Heritage of Portage

Who is the owner of Heritage of Portage?

Heritage of Portage is legally operated by Sha Msl Portage Opco LLC, and administered by Tom Ostrom.

Is Heritage of Portage in a walkable area?

Heritage of Portage has a walk score of 47. Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.

What is the occupancy rate at Heritage of Portage?

Heritage of Portage's occupancy is 98%.

Who is the administrator of Heritage of Portage?

Sha Msl Portage Opco Llc is the administrator of Heritage of Portage.

How many beds does Heritage of Portage have?

Heritage of Portage has 66 beds.

Are there photos of Heritage of Portage?

Yes — there are 11 photos of Heritage of Portage in the photo gallery on this page.

What is the address of Heritage of Portage?

Heritage of Portage is located at 2685 Airport Rd, Portage, WI 53901.

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