Show Inspection Reports
Total health inspections
2
Iowa average 4.9
Last Health inspection on Aug 2023
Mostly short-term rehab stays
Most residents typically stay for a few weeks or months before returning home or moving on.
Heritage House
Assisted Living Home
Heritage House
Assisted Living Home
Heritage House is an assisted living facility located in Goleta, California. It provides a higher level of service for the elderly, including assistance with daily living activities, medication management, and specialized Alzheimer’s care. The facility features 56 studio and one-bedroom apartments in a home-like environment.
Quality ratings
Official CMS rating based on health inspections, staffing and quality measures.
Official CMS rating based on deficiencies found during state health inspections.
Official CMS rating based on nurse staffing hours per resident per day.
Official CMS rating based on clinical outcomes for residents.
Nursing care per resident
Average daily nursing hours per resident (adjusted for acuity). Higher values indicate more nursing time per resident.
Capacity and availability
Medium-capacity home
Offers a balance of services and community atmosphere.
Total beds
108
This home usually has limited availability
Occupancy is moderate, suggesting balanced demand.
Occupancy rate
87.8%
Residents per day (avg)
54
Occupancy rate
87.8%
Residents per day (avg)
54
Who this home usually serves
Show admissions and discharges
TYPE OF STAY
Might be optimal for
Short stays
Recovery
Medicare-covered care
Breakdown by payment type
Medicare
57% of new residents, usually for short-term rehab.
Typical stay
29 days
Private pay
41% of new residents, often for short stays.
Typical stay
9 - 10 months
Medicaid
2% of new residents, often for long-term daily care.
Typical stay
12 years
Finances and operations
Voluntary non-profit home
Other
Home revenue
$11.6M
Operating deficit
-$371.9K
Voluntary non-profit home
Other
Home revenue
$11,600,703.00
Operating deficit
$-371,899.00
Payroll costs
The portion of the home's budget spent on staff, including nurses, caregivers, and other employees who support care and operations.
$5.4M
The portion of the home's budget spent on staff, including nurses, caregivers, and other employees who support care and operations.
Other operating costs
All remaining costs needed to run the home, such as food, utilities, building maintenance, supplies and administrative expenses.
$6.6M
All remaining costs needed to run the home, such as food, utilities, building maintenance, supplies and administrative expenses.
Total costs
$12.0M
108-bed community
A larger shared setting that may offer more common spaces and organized community services.
26 years in operation
A longer operating history, which may indicate experience navigating regulations and delivering ongoing care.
About this community
Occupancy Rate
57%
Occupied Beds
62 of 108
Percentage of available beds currently in use by residents.
License Status
ActiveFacility Type
Assisted Living Programs
License Date
July 15, 1999
Additional licensing details
License number:
S0055
CMS Certification Number:
165561
County:
Cass
Ownership & operating entity
Heritage House is administrated by Sarah Lindeman.
Owner name:
No Related Entities Found
Care Services
Respite Care
Memory Care
Licensed Nurses/CNAs
Contact Information
Email:
[email protected]
Fax:
7122433418
Dining & Nutrition
Food Description
The assisted living program includes customized meals and planned transportation.
Inspection History
In Iowa, the Department of Inspections, Appeals, and Licensing conducts unannounced health and safety surveys to monitor compliance and protect residents in long-term care settings.
13 visits/inspections
Latest inspection
Date:October 7, 2025
2 deficiencies
Deficiencies indicate regulatory issues. A higher number implies the facility had several areas requiring improvement.
Compare Assisted Living around Atlantic
The information below is reported by the Iowa Department of Inspections, Appeals, and Licensing.
Hansen House Harlan
AL
Assisted Living For seniors needing help with daily tasks but not full-time nursing.
IL
Independent Living For self-sufficient seniors seeking community and minimal assistance.
MC
Memory Care Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.
SNF
Nursing Homes 24/7 care needed
Harlan
118
No
-
32
-
-
-
-
-
-
-
-
-
Eiler Senior Living
AL
Assisted Living For seniors needing help with daily tasks but not full-time nursing.
IL
Independent Living For self-sufficient seniors seeking community and minimal assistance.
MC
Memory Care Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.
SNF
Nursing Homes 24/7 care needed
Clarinda
108
Yes
A+
9
-
-
-
-
-
-
-
-
-
Allen Place Senior Living
AL
Assisted Living For seniors needing help with daily tasks but not full-time nursing.
RC
Respite Care
Atlantic
78
No
A-
11
-
-
-
-
-
-
-
-
-
Amelia Senior Living
AL
Assisted Living For seniors needing help with daily tasks but not full-time nursing.
IL
Independent Living For self-sufficient seniors seeking community and minimal assistance.
MC
Memory Care Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.
SNF
Nursing Homes 24/7 care needed
Council Bluffs
62
Yes
A+
2
-
-
-
-
-
-
-
-
-
Heritage House
-25%
+19%
+16%
AL
Assisted Living For seniors needing help with daily tasks but not full-time nursing.
IL
Independent Living For self-sufficient seniors seeking community and minimal assistance.
MC
Memory Care Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.
SNF
Nursing Homes 24/7 care needed
IA 500222304
61
No
-
-
87.8%
$7,367,059.00
$5,392,081.00
73.2%
53.50
5.1022
10
-25%+19%+16%
Heritage House
Type of care:
AL
IL
MC
SNF
Community:
IA 500222304
Bed Count:
61
Pets Allowed:
No
CCN:
165561
Occupancy:
87.8%
Home Revenue:
$7,367,059.00
Payroll Costs:
$5,392,081.00
Payroll %:
73.2%
Avg Residents/Day:
53.50
Overall Rating:
Adj Nurse Hours:
5.1022
Health Insp Rating:
Staffing Rating:
QM Rating:
Citations:
10
RN share vs State Avg:
-25%
-25%
Staffing vs State Avg:
+19%
+19%
Occupancy vs State Avg:
+16%
+16%Places of interest near Heritage House
0.0 miles from city center
Atlantic, IA 500222304
Calculate Travel Distance to Heritage House
Add your location
Staffing Data
Source: CMS Payroll-Based Journal (Q2 2025)
115
Total Staff
100
Employees
15
Contractors
24,292
Total Hours (Quarter)
39
Avg Staff/Day
6.8
Avg Shift (hrs)
Nursing Staff Breakdown
| Role ⓘ | Count ⓘ | Avg Shift (hrs) ⓘ | Uses Contractors? ⓘ |
|---|---|---|---|
| Registered Nurse | 10 | 7 | No |
| Licensed Practical Nurse | 11 | 7.9 | No |
| Certified Nursing Assistant | 49 | 6.8 | No |
Staff by Category
Administration ⓘ
2 staff
7.7hs shift avg
Nursing Staff ⓘ
92 staff
7.1hs shift avg
Physicians & Practitioners ⓘ
3 staff
7.9hs shift avg
Therapy Services ⓘ
12 staff
3.4hs shift avg
Activities & Recreation ⓘ
0 staff
0hs shift avg
Social Services ⓘ
2 staff
2.4hs shift avg
Dietary Services ⓘ
3 staff
7.5hs shift avg
Other Services ⓘ
1 staff
7.9hs shift avg
Contractor Analysis
4.8%
of total hours from contractors
1,176 contractor hours this quarter
Occupational Therapy Aide: 1
Physical Therapy Aide: 1
Respiratory Therapy Technician: 4
Speech Language Pathologist: 3
Qualified Social Worker: 2
Physical Therapy Assistant: 1
Occupational Therapy Assistant: 2
Medical Director: 1
| Role ⓘ | Employees ⓘ | Contractors ⓘ | Total Staff ⓘ | Total Hours ⓘ | Days Worked ⓘ | % of Days ⓘ | Avg Shift (hrs) ⓘ |
|---|---|---|---|---|---|---|---|
| Certified Nursing Assistant | 49 | 0 | 49 | 9,882 | 91 | 100% | 6.8 |
| Licensed Practical Nurse | 11 | 0 | 11 | 3,619 | 91 | 100% | 7.9 |
| Medication Aide/Technician | 15 | 0 | 15 | 3,130 | 91 | 100% | 7.2 |
| Registered Nurse | 10 | 0 | 10 | 2,210 | 91 | 100% | 7 |
| Dietitian | 3 | 0 | 3 | 1,174 | 66 | 73% | 7.5 |
| Clinical Nurse Specialist | 2 | 0 | 2 | 971 | 64 | 70% | 7.8 |
| Mental Health Service Worker | 1 | 0 | 1 | 473 | 60 | 66% | 7.9 |
| Nurse Practitioner | 1 | 0 | 1 | 464 | 58 | 64% | 8 |
| Nurse Aide in Training | 6 | 0 | 6 | 434 | 54 | 59% | 6.2 |
| Administrator | 1 | 0 | 1 | 412 | 52 | 57% | 7.9 |
| Speech Language Pathologist | 0 | 3 | 3 | 360 | 63 | 69% | 4.5 |
| RN Director of Nursing | 1 | 0 | 1 | 348 | 44 | 48% | 7.9 |
| Physical Therapy Aide | 0 | 1 | 1 | 233 | 62 | 68% | 3.8 |
| Respiratory Therapy Technician | 0 | 4 | 4 | 228 | 65 | 71% | 2.6 |
| Qualified Social Worker | 0 | 2 | 2 | 143 | 60 | 66% | 2.4 |
| Occupational Therapy Aide | 0 | 1 | 1 | 111 | 26 | 29% | 4.3 |
| Physical Therapy Assistant | 0 | 1 | 1 | 66 | 38 | 42% | 1.7 |
| Occupational Therapy Assistant | 0 | 2 | 2 | 34 | 9 | 10% | 3.8 |
| Medical Director | 0 | 1 | 1 | 2 | 2 | 2% | 1.2 |
Health Inspection History
Inspections
Total health citations
10
Citations per inspection
5
Health citations are formal notices following inspections when they fail to comply with safety and care standards.
9 of 10 citations resulted from standard inspections; and 1 of 10 came from combined inspections (standard and complaint).
Breakdown of citation severity (last 3 years)
Critical Health citations
0
0
100% better than Iowa averageIowa average: 0.6
Serious Health citations
0
0
100% better than Iowa averageIowa average: 0.9
0 critical citations
0 serious citations
10 moderate citations
0 minor citations
Citations history (last 3 years)
Nutrition moderate citation
Aug 10, 2023
Corrected
Nutrition moderate citation
Aug 10, 2023
Corrected
Nutrition moderate citation
Aug 10, 2023
Corrected
Care Planning moderate citation
Aug 10, 2023
Corrected
Data sourced from CMS Health Deficiencies reports. Citation severity codes range from A (least serious) to L (most serious). Immediate Jeopardy (J-L) citations indicate situations where the facility's noncompliance has placed residents at risk of death or serious harm.
Facility Characteristics
Source: CMS Long-Term Care Facility Characteristics (Data as of Jan 2026)
Ownership: Non-Profit Corporation
Part of: Wesley Life
Resident Census by Payment Source
56
Total Residents
Medicare
7
(12.5%)
ⓘ
Medicaid
25
(44.6%)
ⓘ
Private Pay/Other
24
(42.9%)
ⓘ
Specialized Care Beds
24
Total Specialty Beds
39.3%
of Bed Capacity
24
Alzheimer's / Dementia Beds ⓘ
39.3%
Programs & Services
Residents' Group
ⓘ
CCRC
ⓘ
Family Engagement
Active councils help families stay involved in care decisions and facility operations.
Active
Resident Council
ⓘ
Quality of care over time
These measures show how residents usually do over time at this home, based on health outcomes and preventive care.
High-risk clinical events score
A composite score based on pressure ulcers, falls with injury, weight loss, walking ability decline, and activities of daily living decline.
9.4
A composite score based on pressure ulcers, falls with injury, weight loss, walking ability decline, and activities of daily living decline.
9.4
8% better than Iowa averageIowa average: 10.2
Functional decline score
A composite score based on activities of daily living decline, walking ability decline, and incontinence.
23.5
A composite score based on activities of daily living decline, walking ability decline, and incontinence.
23.5
9% worse than Iowa averageIowa average: 21.6
Long-stay resident measures
Need for Help with Daily Activities Increased
Percent of long-stay residents whose need for help with daily activities has increased
16.8%
Percent of long-stay residents whose need for help with daily activities has increased
16.8%
11% better than Iowa averageIowa average: 18.8%
Walking Ability Worsened
Percent of long-stay residents whose ability to move independently worsened
18.8%
Percent of long-stay residents whose ability to move independently worsened
18.8%
5% better than Iowa averageIowa average: 19.7%
Low Risk Residents with Bowel/Bladder Incontinence
Percent of low risk long-stay residents who lose control of their bowels or bladder
35.1%
Percent of low risk long-stay residents who lose control of their bowels or bladder
35.1%
34% worse than Iowa averageIowa average: 26.2%
Falls with Major Injury
Percent of long-stay residents experiencing one or more falls with major injury
4.2%
Percent of long-stay residents experiencing one or more falls with major injury
4.2%
16% worse than Iowa averageIowa average: 3.6%
High Risk Residents with Pressure Ulcers
Percent of long-stay high risk residents with pressure ulcers
4.3%
Percent of long-stay high risk residents with pressure ulcers
4.3%
In line with Iowa averageIowa average: 4.4%
Urinary Tract Infection
Percent of long-stay residents with a urinary tract infection
3.2%
Percent of long-stay residents with a urinary tract infection
3.2%
30% worse than Iowa averageIowa average: 2.5%
Lost Too Much Weight
Percent of long-stay residents who lose too much weight
3.2%
Percent of long-stay residents who lose too much weight
3.2%
37% better than Iowa averageIowa average: 5.0%
Depressive Symptoms
Percent of long-stay residents who have depressive symptoms
3.5%
Percent of long-stay residents who have depressive symptoms
3.5%
11% better than Iowa averageIowa average: 3.9%
Antipsychotic Use
Percent of long-stay residents who received an antipsychotic medication
19.4%
Percent of long-stay residents who received an antipsychotic medication
19.4%
In line with Iowa averageIowa average: 19.0%
Pneumococcal Vaccine
Percent of long-stay residents assessed and appropriately given the pneumococcal vaccine
93.7%
Percent of long-stay residents assessed and appropriately given the pneumococcal vaccine
93.7%
In line with Iowa averageIowa average: 94.4%
Influenza Vaccine
Percent of long-stay residents assessed and appropriately given the seasonal influenza vaccine
100.0%
Percent of long-stay residents assessed and appropriately given the seasonal influenza vaccine
100.0%
5% better than Iowa averageIowa average: 95.3%
Short-stay resident measures
Pneumococcal Vaccine
Percent of short-stay residents assessed and appropriately given the pneumococcal vaccine
81.3%
Percent of short-stay residents assessed and appropriately given the pneumococcal vaccine
81.3%
In line with Iowa averageIowa average: 85.1%
Antipsychotic medication increase
Percent of short-stay residents who newly received an antipsychotic medication
1.5%
Percent of short-stay residents who newly received an antipsychotic medication
1.5%
19% better than Iowa averageIowa average: 1.8%
Influenza Vaccine
Percent of short-stay residents assessed and appropriately given the seasonal influenza vaccine
57.1%
Percent of short-stay residents assessed and appropriately given the seasonal influenza vaccine
57.1%
22% worse than Iowa averageIowa average: 73.3%
Quality measures are calculated from Minimum Data Set (MDS) assessments. For most measures, lower percentages indicate better care quality.
Financial Trends
Historical financial and operational data for Heritage House based on CMS SNF Cost Reports.
Occupancy Rate
87.8%
↓ 4.1pp vs 2022
Net Income
-$371,899
↓ ~$136K vs 2022
Total Payroll
$6,684,716
↑ ~$351K vs 2022
Profit Margin
-5.1%
↓ 1.4pp vs 2022
Loading trend charts...
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