Heritage of Portage

Q: Who is the owner of Heritage of Portage?

The legal owner and operator of Heritage of Portage is Tom Ostrom.

Q: Is Heritage of Portage in a walkable area?

Heritage of Portage has a walk score of 47. Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.

Q: What is the occupancy rate at Heritage of Portage?

Heritage of Portage's occupancy is 98%.

Q: Who is the administrator of Heritage of Portage?

Sha Msl Portage Opco Llc is the administrator of Heritage of Portage.

Q: How many beds does Heritage of Portage have?

Heritage of Portage has 66 beds.

Q: Are there photos of Heritage of Portage?

Yes — there are 11 photos of Heritage of Portage in the photo gallery on this page.

Q: What is the phone number of Heritage of Portage?

(608) 745-3312 will put you in contact with the team at Heritage of Portage.

Heritage of Portage

Independent Living & Assisted Living · Madison, WI

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.

(608) 745-3312 DSMHeritageHouse@Encorecares.com

Types of Care at Heritage of Portage

Assisted Living Independent Living

66-bed community

A moderately sized community that may balance personal attention with shared amenities and social activities.

23 years in operation

A longer operating history, which may indicate experience navigating regulations and delivering ongoing care.

Walk Score: 47 / 100

Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.

BBB Rating: A+ (Not Accredited)

An independent rating from the Better Business Bureau based on factors such as complaint history, transparency, and business practices.
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About this community

Occupancy

Occupancy rate

98%

Higher than the Wisconsin average: 70%

Occupied beds

65 / 66

Average occupied beds in Wisconsin homes 54 beds

Facility TypeCertified

IssuanceApril 7, 2015

CountyColumbia

Client group served

Hcbs Compliant

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.

ContactLacy Dixon

Gender ServedBoth

Monthly Rate Range $500 - $6,000

Get floorplan photos & videos Schedule a home tour Get detailed pricing Check availability Get brochure

Since 2023 · 3 years of data 5 deficiencies

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

Since 2023 vs. Wisconsin state average

Overall vs. WI average

Latest Inspection October 31, 2025 Follow Up

Deficiencies Deficiencies are formal regulatory issues recorded during state inspections.	This Facility	WI Average	vs. WI Avg
Total deficiencies Formal regulatory issues recorded by inspectors across all inspection types.	5	12	This facility has 58% fewer total deficiencies than a typical Wisconsin assisted living residence (5 vs. WI avg 12).↓ 58% better
Deficiencies per year Average deficiencies per year since 2023.	1.7	4	This facility has 58% fewer deficiencies per year than a typical Wisconsin assisted living residence (1.7 vs. WI avg 4).↓ 58% better

Inspection Reports Summary An editor-reviewed summary of the themes and findings across this facility's recent inspection reports.

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.

Show Inspection Reports

39.9 miles from city center 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)

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Financial Assistance for
Independent Living in Wisconsin

Heritage of Portage is located in Portage, Wisconsin.
Here are the financial assistance programs available to residents in Wisconsin.

Get Financial aid guidance

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).

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.

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).

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.

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).

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.

Covers gas, electric, wood; crisis aid available.

Benefits

Heating/electric aid ($300-$1,000/season) Crisis aid ($500 max) Weatherization

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

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.

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.

Vouchers (~$45/season); serves ~15,000 annually.

Benefits

Vouchers (~$45/season) for produce at farmers’ markets

Compare Independent Living around Fitchburg

Filter by care type


Heritage of Portage	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. 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.	Portage	66	No	47	-	23 Facility 23 WI AVG 12 Rank #48 / 331	98.5% Facility 98.5% WI AVG 73.9% Rank #30 / 378	A+	Sha Msl Portage Opco LLC	Tom Ostrom	7	3 Facility 3 WI AVG 3.6 Rank #132 / 282	5 Facility 5 WI AVG 10.9 Rank #153 / 282	0.7 Facility 0.7 WI AVG 1.6 Rank #104 / 282
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	-	-	-	-	-	-	-	-	-

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Who is the owner of Heritage of Portage?

The legal owner and operator of Heritage of Portage is Tom Ostrom.

Is Heritage of Portage in a walkable area?

Heritage of Portage has a walk score of 47. Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.

What is the occupancy rate at Heritage of Portage?

Heritage of Portage's occupancy is 98%.

Who is the administrator of Heritage of Portage?

Sha Msl Portage Opco Llc is the administrator of Heritage of Portage.

How many beds does Heritage of Portage have?

Heritage of Portage has 66 beds.

Are there photos of Heritage of Portage?

Yes — there are 11 photos of Heritage of Portage in the photo gallery on this page.

What is the phone number of Heritage of Portage?

(608) 745-3312 will put you in contact with the team at Heritage of Portage.

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