Inspection Reports for Heritage House
1200 Brookridge Cir, Atlantic, IA, 500222304
Back to Facility ProfileInspection Report Summary
The most recent inspection on October 7, 2025, found no deficiencies during a complaint investigation. Earlier inspections also generally found no regulatory insufficiencies, with a consistent record of compliance across renewal and complaint investigations. The main issue noted in the past involved a regulatory insufficiency related to admitting a tenant dangerous to self in 2011, but this was an isolated finding and not repeated in later reports. Complaint investigations were mostly unsubstantiated, and no fines, enforcement actions, or license suspensions were listed in the available reports. The inspection history suggests stable compliance with no recent deficiencies and improvement since the isolated issue in 2011.
Deficiencies (last 10 years)
Deficiencies (over 10 years)
0.2 deficiencies/year
Deficiencies are regulatory violations found during state inspections.
95% better than Iowa average
Iowa average: 4.4 deficiencies/yearDeficiencies per year
4
3
2
1
0
Census
Latest occupancy rate
62 residents
Based on a October 2025 inspection.
Census over time
Inspection Report
Complaint Investigation
Census: 62
Deficiencies: 0
Date: Oct 7, 2025
Visit Reason
Investigation of Complaint #130403-C at Heritage House assisted living facility.
Complaint Details
Complaint #130403-C was investigated and found to have no regulatory insufficiencies.
Findings
No regulatory insufficiencies were cited during the complaint investigation.
Report Facts
Tenants without cognitive impairment: 55
Tenants with cognitive impairment: 7
Total census: 62
Inspection Report
Renewal
Census: 64
Deficiencies: 0
Date: Jul 30, 2025
Visit Reason
Recertification visit conducted to determine compliance with certification rules for an Assisted Living Program.
Findings
No regulatory insufficiencies were cited during the recertification visit for the Assisted Living Program.
Report Facts
Number of tenants without cognitive impairment: 55
Number of tenants with cognitive impairment: 9
Total census: 64
Inspection Report
Renewal
Census: 66
Deficiencies: 0
Date: Jun 14, 2023
Visit Reason
The inspection was conducted as a recertification to determine compliance with certification for an Assisted Living Program and included an investigation of a complaint (#108574-C).
Complaint Details
Investigation of Complaint #108574-C found no deficiencies.
Findings
No regulatory insufficiencies or deficiencies were cited during the recertification or the complaint investigation.
Report Facts
Number of tenants without cognitive disorder: 64
Number of tenants with cognitive disorder: 2
Total census: 66
Inspection Report
Complaint Investigation
Census: 52
Deficiencies: 0
Date: Jul 14, 2021
Visit Reason
The inspection was conducted as an investigation of Complaint #92416-C and included an onsite infection control survey.
Complaint Details
Investigation of Complaint #92416-C found no regulatory insufficiencies.
Findings
No regulatory insufficiencies were cited during the complaint investigation or the onsite infection control survey.
Report Facts
Number of tenants without cognitive disorder: 52
Number of tenants with cognitive disorder: 0
Total Population of Program: 52
TOTAL census of Assisted Living Program: 52
Inspection Report
Renewal
Census: 56
Deficiencies: 0
Date: Nov 12, 2019
Visit Reason
Recertification conducted to determine compliance with certification for an Assisted Living Program.
Findings
No regulatory insufficiencies were cited during the recertification inspection.
Inspection Report
Complaint Investigation
Census: 60
Deficiencies: 0
Date: Jul 12, 2018
Visit Reason
Investigation of Complaint #76366-C at Heritage House assisted living program.
Complaint Details
Complaint #76366-C was investigated and found to have no regulatory insufficiencies.
Findings
No regulatory insufficiencies were cited during the complaint investigation.
Report Facts
Number of tenants without cognitive disorder: 59
Number of tenants with cognitive disorder: 1
Total census: 60
Inspection Report
Renewal
Census: 60
Deficiencies: 0
Date: Oct 18, 2017
Visit Reason
Recertification visit conducted to determine compliance with certification of an Assisted Living Program.
Findings
No regulatory insufficiencies were cited during the recertification visit.
Inspection Report
Complaint Investigation
Census: 60
Deficiencies: 0
Date: Feb 7, 2017
Visit Reason
The inspection was conducted as an investigation of complaint number 64447-C at the Heritage House assisted living program.
Complaint Details
Investigation of complaint 64447-C; no regulatory insufficiencies found.
Findings
No regulatory insufficiencies were cited during the investigation.
Report Facts
Number of tenants without cognitive disorder: 60
Number of tenants with cognitive disorder: 0
Total Population of Program: 60
TOTAL census of Assisted Living Program: 60
Inspection Report
Monitoring
Census: 59
Deficiencies: 0
Date: Oct 27, 2015
Visit Reason
The visit was conducted as a Final Recertification Monitoring Evaluation to determine compliance with certification of an Assisted Living Program.
Findings
No regulatory insufficiencies were found during this evaluation. The review of recertification documents and the State Fire Marshal's inspection report were accepted.
Report Facts
Number of tenants without cognitive disorder: 59
Number of tenants with cognitive disorder: 0
Total census of Assisted Living Program: 59
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Rose Boccella | Program Coordinator | Signed letter regarding the Final Recertification Monitoring Evaluation Report |
Inspection Report
Monitoring
Census: 61
Deficiencies: 1
Date: Jun 25, 2013
Visit Reason
The visit was a Final Recertification Monitoring Evaluation conducted to review the Plan of Correction submitted in response to a Preliminary Recertification Monitoring Evaluation Report for Heritage House Assisted Living.
Findings
The program did not receive any regulatory insufficiencies during this certification period. A regulatory insufficiency was noted related to transportation licensing, but a Plan of Correction was accepted and the facility was recertified. Tenant satisfaction was generally positive with some minor food quality concerns.
Deficiencies (1)
Staff #2 was transporting tenants without the appropriate Class D Chauffeur's license or commercial driver's license as required by law.
Report Facts
Number of tenants without cognitive disorder: 61
Number of tenants with cognitive disorder: 0
Total census of Assisted Living Program: 61
Number of tenants attending satisfaction meeting: 29
Number of staff with Chauffeur or CDL license: 7
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Karen Bentsen | Executive Director | Named as Executive Director of Heritage House Assisted Living |
| Lori Miner | RN BSN | Monitor conducting the evaluation |
| Jim Berkley | Program Coordinator | Signed letter regarding certification and Plan of Correction |
Inspection Report
Monitoring
Census: 66
Deficiencies: 0
Date: Jun 14, 2011
Visit Reason
The visit was a final recertification monitoring evaluation conducted to review recertification documents and ensure compliance with Iowa Administrative Code chapters governing assisted living programs.
Findings
No regulatory insufficiencies were found during the evaluation. The program did not receive any regulatory insufficiencies during this certification period, and the on-site monitoring evaluation found no regulatory insufficiencies.
Report Facts
Current number of tenants without cognitive disorder: 66
Current number of tenants with cognitive disorder: 0
Total Population: 66
Tenant meeting attendance: 32
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Hal L. Chase | MPH BSN | Monitor conducting the evaluation |
| Jim Berkley | Program Coordinator, Adult Services Bureau | Author of the cover letter |
Inspection Report
Complaint Investigation
Census: 65
Deficiencies: 1
Date: Mar 15, 2011
Visit Reason
The inspection was conducted as a complaint investigation following an incident involving a tenant who attempted self-harm. The report addresses regulatory insufficiency related to the criteria for exclusion of a tenant.
Complaint Details
The complaint involved Tenant #1 who called staff via personal emergency response system after attempting to harm himself by cutting his wrist. The tenant had a history of suicidal attempts and was admitted to hospital multiple times. The program failed to exclude a tenant dangerous to self, constituting regulatory insufficiency.
Findings
The investigation found that the tenant had a history of suicidal thoughts and attempts, with inconsistent sleep patterns and use of a personal emergency response system. The program was found to have regulatory insufficiency for admitting or retaining a tenant who is dangerous to self.
Deficiencies (1)
Regulatory Insufficiency: A program shall not knowingly admit or retain a tenant who is dangerous to self.
Report Facts
Civil penalty amount: 500
Reduced civil penalty amount: 325
Current number of tenants without cognitive disorder: 65
Current number of tenants with cognitive disorder: 0
Total population: 65
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Hal L. Chase | RN BSN MPH | Monitor of the incident investigation |
| Jim Berkley | Program Coordinator mentioned in relation to civil penalty and contact for questions |
Inspection Report
Monitoring
Census: 60
Deficiencies: 0
Date: Jul 29, 2010
Visit Reason
The visit was an on-site monitoring visit conducted to investigate an incident involving a tenant found sitting on the floor and concerns about possible self-harm or suicidal ideation.
Findings
No regulatory insufficiencies were identified during the investigation. The tenant was evaluated and monitored, with interventions and a managed risk agreement implemented to address self-harm and suicidal ideation risks.
Report Facts
Current number of tenants without cognitive disorder: 60
Current number of tenants with cognitive disorder: 0
Total Population: 60
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Hal L. Chase | RN BSN MPH | Monitor for the incident investigation |
| Sally Duhoux | Manager RN | Named as recipient of the report and facility manager |
Viewing
Loading inspection reports...
