The Carlotta

Overview of The Carlotta

The Carlotta is a 250-bed nursing home operated by Well Trevi Carlotta Snf under John Brennan’s administration in Palm Desert, California. It currently maintains a 61 percent occupancy rate, with 152 of its 250 beds filled. Residents have an average stay length of 38 days, reflecting the facility’s focus on short-term post-acute care.

Post-acute care and rehabilitation services are the specializations. Comprehensive nursing support is provided, totaling 3 hours 31 minutes of nursing care per resident day. This includes 31 minutes of registered nurse (RN) time, 2 hours 35 minutes of nurse aide support, and 31 minutes of licensed practical nurse/licensed vocational nurse (LPN/LVN) care. Medicare and private pay patients are accepted.

Found in a highly walkable area of Palm Desert, The Carlotta earns a Walk Score of 95, classified as a Walker’s Paradise. This rating indicates that daily errands don’t need a car, with shops and services readily accessible nearby, supporting residents’ independence and community engagement.

For queries, families and interested occupants can reach The Carlotta.

Facility Direct Line (760) 477-4249

250-bed community

A large-scale community that may provide a wide range of amenities, services, and structured programs.

3 years in operation

An established community with some operational experience and growing routines.

Walk Score: 5 / 100

Car-dependent. Most errands require a car, with limited nearby walkable options.

BBB Rating: A+ (Not Accredited)

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About this community

Occupancy

Occupancy rate

76%

Similar to the California average: 72.8%

Occupied beds

190 / 250

Average occupied beds in California homes 87 beds

Facility TypeRcfe-continuing Care Retirement Community

StatusLicensed

IssuanceOctober 1, 2023

CountyRiverside

The Carlotta is legally operated by Well Oak Ccrc Tenant Llc and Oakmont Et Al, and administered by John Brennan.

Staffing

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

ContactMolly Bowie

Since 2023 · 3 years of data 0 citations 13 total visits 8 complaint visits 1 official inspection 4 complaint investigations

Inspection Score

12 points above the California average for assisted living residences (81/100)

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

Since 2023 vs. California state average

Overall vs. CA average

Latest Inspection July 31, 2025

Citations Citations are formal regulatory issues recorded during state inspections.	This Facility	CA Average	vs. CA Avg
Total citations Formal regulatory issues recorded by inspectors across all inspection types.	0	10	This facility has 100% fewer total citations than a typical California assisted living residence (0 vs. CA avg 10).↓ 100% better

Standout metricNo citations on file since 2023 — the California average is 10.

Inspections & Visits State inspections evaluate whether the facility meets health and safety standards.	This Facility	CA Average	vs. CA Avg
Total visits Combined count of complaint visits, other regulatory visits, and official scheduled inspections.	13	16	This facility has 19% fewer total visits than a typical California assisted living residence (13 vs. CA avg 16).↓ 19% better
Complaint visits On-site visits triggered by formal complaints filed by residents, families, or staff.	8	13	This facility has 38% fewer complaint visits than a typical California assisted living residence (8 vs. CA avg 13).↓ 38% better Rank #762 / 1397 Complaint visits — State benchmarked This home is ranked 762nd out of 1397 homes in California. Shows this facility's # of complaint visits compared to the California average among 1397 comparable communities in the ranking pool. Rankings are based only on facilities in California that report data for that category. Facilities without available data are excluded from the ranking.
Other visits Regulatory visits that are neither routine inspections nor complaint investigations — administrative check-ins, follow-up reviews, licensing-related visits.	4	7	This facility has 43% fewer other visits than a typical California assisted living residence (4 vs. CA avg 7).↓ 43% better
Official inspections Routine, scheduled inspections conducted by state regulators to evaluate whether the facility meets federal and state standards.	1	4	This facility has 75% fewer official inspections than a typical California assisted living residence (1 vs. CA avg 4).↓ 75% better
Complaint investigations On-site investigations triggered by complaints filed with California regulators.	4	10	This facility has 60% fewer complaint investigations than a typical California assisted living residence (4 vs. CA avg 10).↓ 60% better

Show Inspection Reports

What does this home offer?

Minimum Age: 62 Years Old

Pets Allowed

Room Sizes: 227 / 300 / 575 / 690 / 940 / 1140 sq. ft

Housing Options: Studio / 1 Bed / 2 Bed

Building Type: Two-story

Transportation Services

Fitness and Recreation

Living Spaces & Floor Plans for The Carlotta

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Compare Assisted Living around Palm Desert

The information below is reported by the California Department of Social Services and Department of Public Health.


Atria Hacienda	AL NH IL MC RC	Palm Desert	266 Facility 266 CA AVG 103 Rank #74 / 1657	Yes	75 Facility 75 CA AVG 57 Rank #563 / 2092	77 Facility 77 CA AVG 81 Rank #925 / 1401	5	39 Facility 39 CA AVG 13 Rank #1314 / 1397	2 Facility 2 CA AVG 3 Rank #600 / 1164	31 Facility 31 CA AVG 13 Rank #123 / 1487	60.2% Facility 60.2% CA AVG 74.8% Rank #1098 / 1368	-	Wg Hacienda Sh LP And Atria Management Co LLC	Studio / Suite / 1 Bed / 2 Bed
The Carlotta	AL	Palm Desert	250 Facility 250 CA AVG 103 Rank #86 / 1657	Yes	5 Facility 5 CA AVG 57 Rank #2010 / 2092	93 Facility 93 CA AVG 81 Rank #242 / 1401	1	8 Facility 8 CA AVG 13 Rank #762 / 1397	0 Facility 0 CA AVG 3 Rank #1 / 1164	3 Facility 3 CA AVG 13 Rank #1210 / 1487	76.0% Facility 76.0% CA AVG 74.8% Rank #1092 / 1368	A+	Well Oak Ccrc Tenant LLC And Oakmont Et Al	Studio / 1 Bed / 2 Bed
Segovia	AL IL	Palm Desert	182 Facility 182 CA AVG 103 Rank #208 / 1657	Yes	59 Facility 59 CA AVG 57 Rank #1088 / 2092	95 Facility 95 CA AVG 81 Rank #108 / 1401	1	2 Facility 2 CA AVG 13 Rank #324 / 1397	0 Facility 0 CA AVG 3 Rank #1 / 1164	2 Facility 2 CA AVG 13 Rank #1300 / 1487	79.1% Facility 79.1% CA AVG 74.8% Rank #615 / 1368	-	Well Oak Ccrc Tenant LLC And Oakmont Management Group	Studio / 1 Bed / 2 Bed
Atria Palm Desert	AL IL RC	Palm Desert	154 Facility 154 CA AVG 103 Rank #327 / 1657	Yes	62 Facility 62 CA AVG 57 Rank #982 / 2092	88 Facility 88 CA AVG 81 Rank #513 / 1401	4	13 Facility 13 CA AVG 13 Rank #953 / 1397	0 Facility 0 CA AVG 3 Rank #1 / 1164	30 Facility 30 CA AVG 13 Rank #129 / 1487	43.5% Facility 43.5% CA AVG 74.8% Rank #1308 / 1368	-	Wg Palm Desert Inc And Atria Management Co LLC	Studio / 1 Bed

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Multipurpose Senior Services Program

MSSP (Medi-Cal Waiver)

Age 65+

General California resident, Medi-Cal eligible, nursing home risk.

Income Limits (2025) ~$2,829/month 300% FBR, individual

Asset Limits $2,000 (individual), $3,000 (couple).

County-managed; waitlists possible.

Benefits

In-home support (4-6 hours/day) Respite care (14 days/year) Meals (~$6/meal) Transportation (8 trips/month) Care management

In-Home Supportive Services (IHSS)

California IHSS

Age 65+

General California resident, Medicaid-eligible or low-income.

Income Limits ~$1,732/month individual, Medi-Cal threshold

Asset Limits $2,000 individual

Can hire family as caregivers.

Benefits

Personal care (up to 283 hours/month) Homemaker services Respite (varies)

Multipurpose Senior Services Program (MSSP)

CA MSSP

Age 65+

General California resident, Medi-Cal-eligible, nursing home-eligible but community-capable.

Income Limits ~$2,829/month 300% FBR, individual

Asset Limits $2,000 individual

Available in 38 counties; waitlists common.

Benefits

Case management Respite care (up to 10 days/year) Minor home mods (avg. $500) Adult day care (~$50/day)

Property Tax Postponement Program (PTP)

CA PTP

Age 62+

General California resident, own and live in home, 40% equity.

Income Limits (2025) ~$51,500/year household, adjusted annually

Asset Limits Equity-based; no strict asset cap.

Deferred taxes accrue interest (5% as of 2024); repaid upon sale/death.

Benefits

Property tax deferral (avg. $1,000-$3,000/year, varies by county)

Assisted Living Waiver (ALW)

CA ALW

Age 65+ or disabled

General California resident, Medi-Cal-eligible, nursing home-eligible.

Income Limits ~$2,829/month 300% FBR, individual

Asset Limits $2,000 individual

Available in 15 counties (e.g., LA, Sacramento); waitlists common.

Benefits

Personal care in ALFs (5-7 hours/day) Medication management Social services

California CARES Program

CA CARES

Age —

General Caregivers of California residents 60+ needing help with 3+ daily activities; no caregiver age limit.

Income Limits No strict limit; cost-sharing above ~$2,500/month threshold.

Asset Limits Not applicable; need-based.

High demand in urban areas; complements IHSS respite.

Benefits

Respite care (up to 10 days/year) Counseling (4-6 sessions/year) Training (2-3 workshops/year) Supplies (~$200/year)

Who is the owner of The Carlotta?

The Carlotta is legally operated by Well Oak Ccrc Tenant Llc and Oakmont Et Al, and administered by John Brennan.

Is The Carlotta in a walkable area?

The Carlotta has a walk score of 5. Car-dependent. Most errands require a car, with limited nearby walkable options.

What is the occupancy rate at The Carlotta?

The Carlotta's occupancy is 76%.

Who is the administrator of The Carlotta?

John Brennan is the administrator of The Carlotta.

How many beds does The Carlotta have?

The Carlotta has 250 beds.

Has The Carlotta had any recent citations?

The Carlotta has no recently reported citations.

Are there photos of The Carlotta?

Yes — there are 5 photos of The Carlotta in the photo gallery on this page.

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