Inspection Reports for Apple Valley Place
300 Lyndale Street, Osage, IA, 50461
Back to Facility ProfileInspection Report Summary
The most recent inspection on October 22, 2025, found no deficiencies during the recertification survey and complaint investigation. Earlier inspections showed a mixed record, with prior complaint investigations in 2023 and 2024 citing multiple deficiencies related mainly to medication administration, staff training, documentation, service plan updates, and food safety. Complaint investigations in 2012 and before noted some substantiated issues with staffing, food service, and medication recording, but no enforcement actions or fines were listed in the available reports. Most complaint investigations were unsubstantiated, including recent ones in 2025. The facility’s inspection history indicates improvement over time, with the most recent reports showing compliance after addressing earlier deficiencies.
Deficiencies (last 10 years)
Deficiencies (over 10 years)
2.9 deficiencies/year
Deficiencies are regulatory violations found during state inspections.
34% better than Iowa average
Iowa average: 4.4 deficiencies/yearDeficiencies per year
16
12
8
4
0
Census
Latest occupancy rate
51 residents
Based on a October 2025 inspection.
This facility has shown a steady increase in demand based on occupancy rates.
Census over time
Inspection Report
Census: 51
Deficiencies: 0
Date: Oct 22, 2025
Visit Reason
The visit was conducted as a recertification survey and investigation of Incident #128690-I to determine compliance with certification rules for an Assisted Living Program.
Findings
No regulatory insufficiencies were cited during the investigation and recertification visit.
Report Facts
Tenants without cognitive impairment: 46
Tenants with cognitive impairment: 5
Total census: 51
Inspection Report
Complaint Investigation
Census: 41
Deficiencies: 0
Date: May 7, 2025
Visit Reason
Investigation of Complaint #128420-C and Complaint #128418-C at the assisted living facility.
Complaint Details
Investigation of Complaint #128420-C and Complaint #128418-C found no regulatory insufficiencies.
Findings
No regulatory insufficiencies were cited during the investigation of the complaints.
Report Facts
Number of tenants without cognitive impairment: 38
Number of tenants with cognitive impairment: 3
Total census: 41
Inspection Report
Complaint Investigation
Census: 36
Deficiencies: 10
Date: Mar 6, 2024
Visit Reason
Investigation of complaints #119128-C, #119210-C, #119290-C and #119291-C regarding regulatory insufficiencies at the assisted living program.
Complaint Details
Investigation was triggered by complaints #119128-C, #119210-C, #119290-C and #119291-C.
Findings
The investigation found multiple deficiencies including failure to develop adequate incident reporting policies, failure to provide adequate and appropriate care and treatment to tenants, medication administration errors, inadequate staff training and nurse delegation, incomplete tenant evaluations and service plans, failure to complete nurse reviews, incomplete documentation of nurse's notes by exception, failure to complete medication error and incident reports, and unsafe food temperature practices.
Deficiencies (10)
Failed to develop incident reporting policies and procedures meeting minimum standards including all requirements.
Failed to provide tenants with adequate and appropriate care, treatment and services as scheduled and ordered.
Failed to administer medications and treatments as prescribed by tenant's physician or authorized provider.
Failed to maintain accurate documentation of staff training and ensure staff received nurse delegation training.
Failed to complete tenant evaluations within 30 days of occupancy and as needed with significant change.
Failed to document nurse's notes by exception for significant events and changes in tenant condition.
Failed to complete medication error reports and incident reports as required.
Failed to develop and update service plans based on evaluations and tenant needs.
Failed to complete nurse reviews every 90 days and as needed with changes in tenant health status.
Failed to ensure food was cooked and held at safe temperatures as required.
Report Facts
Total tenants: 36
Tenants without cognitive impairment: 33
Tenants with cognitive impairment: 3
Medication errors - January 2024: 53
Medication errors - January 2024: 541
Medication errors - February 2024: 74
Medication errors - February 2024: 371
Medication errors - March 2024 (3/1 to 3/5): 19
Medication errors - March 2024 (3/1 to 3/5): 72
Food temperature: 123
Food temperature: 77
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Staff A | Mentioned in relation to medication administration errors, training deficiencies, and wound care. | |
| Staff B | Observed administering medications improperly and mentioned in relation to training deficiencies. | |
| Staff C | Mentioned in relation to training deficiencies. | |
| Staff D | Mentioned in relation to training deficiencies. | |
| Staff F | Mentioned in relation to training deficiencies. | |
| Staff G | Mentioned in relation to training deficiencies. | |
| Staff J | Mentioned in relation to training deficiencies and inaccurate training records. | |
| Staff K | Dietary Supervisor | Interviewed regarding food temperature practices. |
| Staff L | Mentioned in relation to training deficiencies. | |
| Executive Director | Interviewed confirming policies, training, and temperature logs. | |
| Director of Clinical Services | Interviewed confirming evaluations, nurse reviews, incident and medication error reports, and service plans. |
Inspection Report
Complaint Investigation
Census: 37
Capacity: 59
Deficiencies: 15
Date: Dec 20, 2023
Visit Reason
Investigation of Complaint #117527-C and recertification visit to determine compliance with certification of a Dedicated Dementia Specific Assisted Living Program.
Complaint Details
Complaint #117527-C triggered the investigation focusing on emergency response and other regulatory compliance issues.
Findings
The Program failed to follow emergency response policies affecting tenant safety, failed to ensure medications were administered by qualified staff and as prescribed, failed to provide adequate staff training and evaluations, failed to maintain proper documentation including nurse's notes and incident reports, failed to update service plans timely and obtain signatures, failed to conduct nurse reviews every 90 days, failed to provide food safety and dementia-specific training to staff, and failed to have operating door alarms on all exit doors in the dementia-specific unit.
Deficiencies (15)
Failed to follow emergency response policy related to pendant system failures and delayed responses.
Medications administered by staff without department-approved medication manager course.
Medications not administered as prescribed for multiple tenants.
Staff did not receive training on all delegated tasks within 30 days of employment.
Failed to complete tenant evaluations within 30 days of occupancy.
Failed to complete tenant evaluations with significant change.
Failed to document nurse's notes by exception for multiple tenants.
Failed to complete incident reports for tenant behaviors and falls.
Failed to update service plans as needed and base them on evaluations.
Failed to obtain signed service plans prior to occupancy.
Failed to obtain signed service plans within 30 days of occupancy.
Failed to complete nurse reviews every 90 days and as needed.
Failed to provide food safety training prior to handling food and annually for staff.
Failed to provide eight hours of dementia-specific education and training within 30 days of hire for staff.
Failed to have operating door alarms on each exit door in dementia-specific program.
Report Facts
Total tenants: 37
Licensed capacity: 59
Number of tenants without cognitive impairment: 35
Number of tenants with cognitive impairment: 2
Number of deficiencies cited: 14
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Staff A | Mentioned in relation to emergency response and food safety training deficiencies | |
| Staff B | Mentioned in relation to emergency response, medication administration, training, and food safety | |
| Staff C | Mentioned in relation to emergency response, medication administration, training, and food safety | |
| Staff D | Mentioned in relation to food safety and training deficiencies | |
| Staff E | Mentioned in relation to medication administration, training, and food safety | |
| Staff F | Mentioned in relation to food safety and dementia training deficiencies | |
| Director of Clinical Services | Director of Clinical Services | Interviewed regarding multiple findings including evaluations, nurse reviews, training, and service plans |
| Executive Director | Executive Director | Interviewed regarding door alarm system and facility practices |
Inspection Report
Renewal
Census: 48
Deficiencies: 0
Date: Mar 25, 2021
Visit Reason
The inspection was conducted as a recertification to determine compliance with certification for an Assisted Living Program, including an onsite infection control survey.
Findings
No regulatory insufficiencies or deficiencies were cited during the recertification and infection control survey.
Report Facts
Number of tenants without cognitive disorder: 48
Number of tenants with cognitive disorder: 0
Total census: 48
Inspection Report
Renewal
Census: 61
Deficiencies: 0
Date: Mar 26, 2019
Visit Reason
The visit was a recertification inspection conducted to determine compliance with certification of an Assisted Living Program.
Findings
No regulatory insufficiencies were cited during the recertification visit.
Inspection Report
Renewal
Census: 61
Deficiencies: 0
Date: Mar 21, 2017
Visit Reason
The visit was a recertification inspection conducted to determine compliance with certification of an Assisted Living Program (ALP).
Findings
No regulatory insufficiencies were cited during the recertification visit.
Inspection Report
Monitoring
Census: 53
Deficiencies: 0
Date: Mar 31, 2015
Visit Reason
The visit was conducted as a Final Recertification Monitoring Evaluation to assess compliance with Iowa Code and Administrative Code for the Assisted Living Program at Apple Valley AL.
Findings
No regulatory insufficiencies or deficiencies were found during the evaluation. The recertification documents were accepted, and the Assisted Living Program Certificate was issued.
Report Facts
Number of tenants without cognitive disorder: 53
Number of tenants with cognitive disorder: 0
Total census of Assisted Living Program: 53
Inspection Report
Monitoring
Census: 51
Deficiencies: 0
Date: Nov 8, 2012
Visit Reason
The visit was conducted as a Final Recertification Monitoring Evaluation of Apple Valley Assisted Living to assess compliance with Iowa Code and Administrative Code requirements and to evaluate the program's recertification status.
Findings
No regulatory insufficiencies were found during the evaluation. The program was accepted for recertification, and the State Fire Marshal's inspection and Facility Engineer's approval of evacuation plans were also received.
Report Facts
Tenant meeting attendance: 35
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Lori Miner | RN BSN | Monitor conducting the evaluation |
Inspection Report
Complaint Investigation
Census: 55
Deficiencies: 0
Date: Mar 27, 2012
Visit Reason
The inspection was conducted as a complaint/incident investigation following a report that a tenant fell and did not initially go to the hospital emergency room as advised by a nurse. The investigation aimed to review the circumstances and care related to the incident.
Complaint Details
Complaint/Incident Allegation: A tenant fell and did not go to the hospital emergency room because the nurse told the tenant he/she was okay. The tenant was later transported to a local hospital emergency room for evaluation and treated for broken ribs, a punctured lung and now resides in a nursing facility. No regulatory insufficiencies were identified.
Findings
The investigation found no regulatory insufficiencies. The tenant had fallen, sustained broken ribs and a punctured lung, and was later hospitalized and transferred to a nursing facility. Staff interviews and resident service notes indicated appropriate monitoring and care following the incident.
Report Facts
Total census of Assisted Living Program: 55
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Hal L. Chase | RN BSN MPH | Monitor of the complaint/incident investigation |
| Lori Miner | RN BSN | Monitor of the complaint/incident investigation |
| Rose Boccella | Program Coordinator | Author of the cover letter transmitting the report |
Inspection Report
Monitoring
Census: 45
Deficiencies: 0
Date: Mar 3, 2011
Visit Reason
The visit was a Final Recertification Monitoring Evaluation conducted by the Iowa Department of Inspections and Appeals to review recertification documents and evaluate compliance with Iowa Code and Administrative Code for Apple Valley Assisted Living.
Findings
No regulatory insufficiencies were found during this evaluation. The program did not receive any regulatory insufficiencies during the certification period, and the on-site monitoring evaluation found no deficiencies.
Report Facts
Current number of tenants without cognitive disorder: 45
Current number of tenants with cognitive disorder: 0
Total Population: 45
Tenant meeting attendance: 29
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Terri Cosselman | Administrator | Administrator of Apple Valley Assisted Living |
| Lori Miner | RN BSN | Monitor conducting the evaluation |
| Rose Boccella | Program Coordinator | Signed the cover letter for the report |
Inspection Report
Monitoring
Census: 11
Deficiencies: 1
Date: Sep 24, 2004
Visit Reason
An on-site monitoring evaluation was conducted at Apple Valley Assisted Living to assess compliance with assisted living program regulations during the re-certification period.
Complaint Details
During this certification period there were substantiated complaints in the areas of Staffing and Life Safety.
Findings
The program generally complied with medication policies, allowing tenant self-administration with nurse delegation; however, a regulatory insufficiency was found related to incomplete medication recording and unsecured medication storage when the RN communicated with the physician about tenant blood sugar levels and medication doses.
Deficiencies (1)
The program did not record all medications taken by the tenant nor were medications stored in a locked place or container that was not accessible to persons other than employees responsible for administration or storage when the RN was communicating with the physician about the tenant’s blood sugar levels and medication doses.
Report Facts
Current number of tenants without cognitive disorder: 9
Current number of tenants with cognitive disorder: 2
Total General Population: 11
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Mary Oliver | LISW | Monitor |
| Hal Chase | RN | Monitor and nurse involved in medication oversight |
| David Brinkmeyer | Administrator | Facility administrator |
Inspection Report
Complaint Investigation
Census: 10
Deficiencies: 3
Date: Sep 13, 2004
Visit Reason
A complaint investigation on-site visit was conducted at Apple Valley Assisted Living to investigate allegations including a possible elopement, inappropriate and insufficient food service, and inadequate staffing.
Complaint Details
The complaint investigation was triggered by allegations of a possible elopement, inappropriate food service, and inadequate staffing including a 17-year-old working alone on a shift and tenant call lights not always being answered. The complaint was substantiated in the areas of Life Safety and Staffing.
Findings
The investigation found no elopement occurred, but identified regulatory insufficiencies including failure to ensure 100% of recommended dietary allowances were served, staff preparing food were not trained in sanitation and safe food handling, and inadequate staffing to meet tenant needs.
Deficiencies (3)
The program did not ensure that 100% of recommended dietary allowances per day was being served, as required by rule.
Staff members preparing and serving food were not oriented and trained in sanitation and safe food handling as required by rule.
The program did not provide adequate staff to meet the needs of all tenants in the program.
Report Facts
Current number of tenants without cognitive disorder: 9
Current number of tenants with cognitive disorder: 1
Total General Population: 10
Certification period substantiated complaints: 2
Duration CNA was out of building: 15
Employees mentioned
| Name | Title | Context |
|---|---|---|
| David Brinkmeyer | Administrator | Administrator of Apple Valley Assisted Living named in report header |
| Mary Oliver | LISW | Monitor conducting the complaint investigation |
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