Heritage of Portage

Independent Living in Madison

Heritage of Portage

Independent Living in Madison

Overview of Heritage of Portage

Heritage of Portage provides special care for assisted living and memory care services with the opportunity to live with independence. The senior living home is described as a flexible community that will adjust to the needs and wants of residents. Management gets to also fill up residents’ social calendars to gather everyone to take part in the outings and events offered. The goal of Heritage of Portage is to provide a welcoming environment where residents can feel safe and secure. Families can rest easy knowing that their loved ones are well taken care of in a community that prioritizes each of them.

It’s also a community that has amenities conveniently located for seniors– such as each apartment having kitchenettes, private baths with walk-in showers, and closets; a rehabilitation gym, private dining rooms, spa, salon and barbershop, library, and activity rooms to name a few of the amenities provided by the community.

Capacity and availability

Smaller home

May offer a more intimate, personalized care environment.

Total beds 66
Bed community size
66-bed community
A moderately sized community that may balance personal attention with shared amenities and social activities.
Years in operation
23 years in operation
A longer operating history, which may indicate experience navigating regulations and delivering ongoing care.
Walk Score
Walk Score: 47 / 100
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

Client group served

Hcbs Compliant

About this community

Occupancy

Occupancy rate
98%
In line with Wisconsin average
Occupied beds
65 / 66
Average residents 54 per day

License Details

Facility TypeCertified
IssuanceApril 7, 2015
CountyColumbia

Ownership & Operating Entity

Heritage of Portage is legally operated by Tom Ostrom, and administrated by Sha Msl Portage Opco Llc.

Staffing

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

Leadership

ContactLacy Dixon

Additional Policies & Features

Gender ServedBoth

Amenities & Lifestyle

0 amenities
Specific ProgramsLifestyle, News & Events, Resources, Work With Us!

Rate Information (WI)

Monthly Rate Range $500 - $6,000

Types of Care at Heritage of Portage

Assisted Living Independent Living

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.

7 visits/inspections Info Inspections are mandatory, regular evaluations conducted by state health departments or regulatory agencies. They ensure the community provides safe, compliant care, covering areas like resident health, staff and management.

Latest inspection

Date October 31, 2025
Follow Up

5 deficiencies

Deficiencies indicate regulatory issues. A higher number implies the facility had several areas requiring improvement.

Wisconsin average: 12 deficiencies

Inspection Report Summary for Heritage of Portage

The most recent inspection on October 31, 2025, found no deficiencies and verified correction of prior issues. Earlier inspections showed a pattern of deficiencies related mainly to tenant rights in medication administration, maintaining a safe environment, and completing staff background checks. A substantiated complaint investigation in January 2024 identified issues with nursing services and oxygen management, resulting in a $200 fine. Most other complaint investigations were unsubstantiated, and enforcement actions beyond the fine were not listed in the available reports. The facility appears to have addressed previous deficiencies effectively, showing improvement over time.

Compare Independent Living around Fitchburg The information below is reported by the Wisconsin Department of Health Services, Division of Quality Assurance.

Filter by care type
Heritage of Portage
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

Portage66No 47 -23 98.5% A+Sha Msl Portage Opco LlcTom Ostrom735
Attic Angel Community
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

MC

Memory Care Secured, specialized care for people living with Alzheimer's or dementia. Staff trained in cognitive impairment, with higher staff-to-resident ratios and an environment designed to reduce confusion and wandering risk.

Middleton66No 63 -28 77.3% A+Attic Angel PlaceKimberly Blum312
Quarry Ridge Retirement Community
IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

Fitchburg-Yes 43 Studio / 1 Bed / 2 Bed-----000
Middleton Crossing – Sky Active Living
IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

Middleton-No 2 ------000
Parkside
AL

Assisted Living A licensed, long-term care setting for seniors or individuals with disabilities who need help with daily activities — like bathing, dressing, and medication management — but not 24-hour skilled nursing. Offers housing, meals, and around-the-clock support while aiming to maximize resident independence.

IL

Independent Living Lifestyle-focused communities for older adults offering dining, activities, and transportation with minimal personal care. Best for active, independent seniors who want community without medical support.

Madison (Leopold)-No 49 1 Bed / 2 Bed-----000

Financial Assistance for
Independent Living in Wisconsin

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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

Senior Community Service Employment Program (SCSEP)

Wisconsin SCSEP

Age 55+
General unemployed, low-income, WI resident.
Income Limits (2025) ~$1,983/month 125% FPL
Asset Limits Not specified.
WI

Priority for veterans, rural residents; Goodwill/AARP partnership.

Benefits
Paid training (~20 hours/week at ~$7.25/hour) Job placement

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

Places of interest near Heritage of Portage

Address 39.9 miles from city center Info Estimated distance in miles from Portage's city center to Heritage of Portage's address, calculated via Google Maps. — 0.57 miles to nearest hospital (Aspirus Divine Savior Hospital - Urgent Care)

Calculate Travel Distance to Heritage of Portage

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Guides for Better Senior Living

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