Inspection Reports for Heritage on the Marina, a CCRC

CA, 94123

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Inspection Report Summary

Most inspections found no deficiencies, with the facility generally well maintained and compliant with safety, medication, and resident care requirements. The most recent report from May 2, 2025, had no deficiencies, only an advisory note for a minor technical violation. One complaint investigation in December 2024 substantiated a failure to report an incident involving a resident stuck in a malfunctioning lift, but other serious allegations were unsubstantiated. Several other complaint investigations were also unsubstantiated, and past minor issues included unsecured medications that were promptly corrected. The facility’s record shows mostly clean inspections with isolated, minor deficiencies and some improvement over time.

Deficiencies per Year

4 3 2 1 0
2021
2022
2023
2024
2025
Severe High Moderate Low Unclassified

Census Over Time

40 60 80 100 120 May '21 Jun '22 Jun '23 Oct '23 Jul '24 May '25
Census Capacity
Inspection Report Annual Inspection Census: 75 Capacity: 109 Deficiencies: 0 May 2, 2025
Visit Reason
The visit was an unannounced annual 1-year required inspection conducted to evaluate compliance with licensing requirements.
Findings
The facility was found to be well maintained with no deficiencies cited during the visit. All safety equipment, medication storage, and resident accommodations were compliant. An advisory note was issued for a technical violation.
Employees Mentioned
NameTitleContext
Mary LindeChief Executive OfficerMet with Licensing Program Analyst during inspection and discussed the purpose of the visit.
Yi Sam JianLicensing Program AnalystConducted the unannounced annual inspection.
April CowanLicensing Program ManagerNamed as Licensing Program Manager on the report.
Inspection Report Complaint Investigation Census: 81 Capacity: 109 Deficiencies: 1 Dec 6, 2024
Visit Reason
The inspection was an unannounced complaint investigation visit triggered by allegations including failure to report an incident to licensing, elevator/LULA lift disrepair, lack of designated administrator coverage, and financial malfeasance.
Findings
The investigation substantiated the allegation that the facility failed to report an incident involving a resident stuck in a malfunctioning LULA lift in December 2023. The allegations regarding the elevator disrepair, lack of designated administrator coverage, and financial malfeasance were unsubstantiated based on interviews, document reviews, and evidence provided.
Complaint Details
The complaint investigation was substantiated for failure to report an incident to licensing. The other allegations of elevator disrepair, lack of designated administrator coverage, and financial malfeasance were unsubstantiated.
Severity Breakdown
Type B: 1
Deficiencies (1)
DescriptionSeverity
Failure to report an incident involving the LULA lift malfunction and resident being stuck to Community Care Licensing as required by CCR 87211(a)(1)(D).Type B
Report Facts
Capacity: 109 Census: 81 Plan of Correction Due Date: Dec 17, 2024 Elevator Out of Service Duration: 14
Employees Mentioned
NameTitleContext
Mary LindeAdministratorMet with Licensing Program Analyst during investigation and named in findings
Dominic TobolaLicensing Program AnalystConducted the complaint investigation
Andrea MedlinLicensing Program ManagerNamed as Licensing Program Manager overseeing the investigation
Inspection Report Annual Inspection Census: 82 Capacity: 109 Deficiencies: 0 Jul 3, 2024
Visit Reason
The inspection was conducted to complete the Annual 1-year required inspection as part of the facility's licensing and regulatory compliance.
Findings
The Licensing Program Analyst reviewed staff files and centrally stored medication records, interviewed residents and staff, and found no deficiencies during the visit.
Employees Mentioned
NameTitleContext
John CalandraLicensing Program AnalystConducted the annual inspection and reviewed staff files and medication records.
Mary LindeChief Executive OfficerGreeted the Licensing Program Analyst and participated in the exit interview.
Martha NkhomaExecutive Director of Resident HealthGreeted the Licensing Program Analyst and participated in the exit interview.
Inspection Report Annual Inspection Census: 83 Capacity: 109 Deficiencies: 0 Jun 20, 2024
Visit Reason
The visit was an unannounced Annual 1-year required inspection conducted to evaluate the facility's compliance with licensing requirements.
Findings
The facility was found to be well-maintained with all required safety equipment in working order, appropriate food supplies, and complete resident records. No deficiencies were cited during the visit.
Report Facts
Resident records reviewed: 6 Bedrooms: 84 Fire extinguisher last checked: Nov 11, 2023 Hot water temperature range: Measured between 105-120 degrees Fahrenheit Non-perishable food supply: 7 Perishable food supply: 2
Employees Mentioned
NameTitleContext
John CalandraLicensing Program AnalystConducted the inspection and toured the facility
Mary LindeChief Executive OfficerFacility CEO present during the inspection and exit interview
Martha NkhomaExecutive Director of Resident HealthMet with Licensing Program Analyst and participated in the inspection
Inspection Report Census: 74 Capacity: 109 Deficiencies: 0 Oct 2, 2023
Visit Reason
The visit was a case management incident visit conducted in response to an incident report received regarding a resident with suicidal ideation and subsequent events.
Findings
The resident was under close monitoring with a private aide. An incident occurred where medication was given to the resident by a family member without facility knowledge, leading to the resident being found unresponsive and later dying at the hospital. No deficiencies were cited during the visit.
Report Facts
Capacity: 109 Census: 74
Employees Mentioned
NameTitleContext
Mary LindeAdministratorMet with Licensing Program Analyst during the visit
Grace DonatoLicensing Program AnalystConducted the case management visit
Jackie JinLicensing Program ManagerNamed in the report
Inspection Report Census: 74 Capacity: 109 Deficiencies: 0 Oct 2, 2023
Visit Reason
An unannounced case management visit was conducted regarding an exception submitted for one resident who depends on others for all activities of daily living.
Findings
The resident was assessed in his/her room to determine ability to perform activities with or without assistance. No deficiencies were cited during the visit.
Employees Mentioned
NameTitleContext
Mary LindeAdministratorMet with Licensing Program Analyst during the visit.
Grace DonatoLicensing Program AnalystConducted the unannounced case management visit.
Jackie JinLicensing Program ManagerNamed in the report header.
Inspection Report Census: 80 Capacity: 109 Deficiencies: 0 Jun 22, 2023
Visit Reason
An unannounced case management visit was conducted regarding an exception submitted for 2 residents who depend on others for all activities of daily living.
Findings
The Licensing Program Analyst and Manager assessed the 2 residents during activities and lunch to determine their ability to perform activities with assistance or independently. No citations were issued during this visit.
Employees Mentioned
NameTitleContext
Mary LindeAdministratorMet with Licensing Program Analyst and Manager during the case management visit.
Jackie JinLicensing Program ManagerConducted the unannounced case management visit.
Grace DonatoLicensing Program AnalystConducted the unannounced case management visit.
Inspection Report Annual Inspection Census: 80 Capacity: 109 Deficiencies: 0 Jun 12, 2023
Visit Reason
An unannounced annual visit was conducted as a required 1-year inspection to evaluate the facility's compliance with licensing regulations.
Findings
The facility was found to be generally in good condition with adequate resident care, proper safety measures, and complete records. A technical violation was noted for prescribed medication and vitamin supplements found unsecured in a resident's apartment, which was immediately corrected.
Report Facts
Days of food supply: 2 Days of food supply: 7 Resident records reviewed: 4 Staff records reviewed: 5 Staff training hours: 20
Employees Mentioned
NameTitleContext
Mary LindeAdministratorAdministrator present during the visit
Karina TapiaDirector of Resident LifeMet with licensing staff during the visit
Michael RusselResident Health Services DirectorMet with licensing staff and removed unsecured medication
Inspection Report Complaint Investigation Census: 59 Capacity: 109 Deficiencies: 0 Jun 13, 2022
Visit Reason
The inspection visit was an unannounced complaint investigation triggered by an allegation that the facility mishandled resident and staff confidential information.
Findings
The investigation found that although some files were initially discovered unlocked after the departure of the former HR Coordinator, the facility secured all files promptly and improved its system to ensure all file cabinets were locked. The allegation was determined to be unsubstantiated due to lack of evidence.
Complaint Details
The complaint alleged mishandling of resident and staff confidential information. The allegation was denied by the HR Director and CEO. After investigation, including a tour of the HR Coordinator's office, the allegation was found unsubstantiated.
Report Facts
Capacity: 109 Census: 59
Employees Mentioned
NameTitleContext
Murial HanLicensing Program AnalystConducted the complaint investigation
Kevin VarillaLicensing Program AnalystAssisted in conducting the complaint investigation
Karina TapiaDirector of Social ServicesMet with LPAs during the investigation
Preveen RattanHuman Resource DirectorMet with LPAs and denied the allegation
Mary LindeChief Executive OfficerMet with LPAs and denied the allegation
Inspection Report Complaint Investigation Census: 72 Capacity: 109 Deficiencies: 0 Aug 20, 2021
Visit Reason
An unannounced complaint investigation visit was conducted following a complaint received on 08/05/2021 regarding allegations of residents not being assisted with their medication in a timely manner and the complaint poster not being posted in the main entryway.
Findings
The investigation found no preponderance of evidence to substantiate the allegations. The medication assistance allegation was unsubstantiated after review of medication files and interviews, and the complaint poster was found posted throughout the facility as required.
Complaint Details
The complaint investigation was unsubstantiated. Allegations included residents not assisted with medication timely and complaint poster not posted in main entryway. Both allegations were found unsubstantiated after review and facility tour.
Report Facts
Complaint control number: 14 Capacity: 109 Census: 72
Employees Mentioned
NameTitleContext
Mohamed FilouaneLicensing Program AnalystConducted the complaint investigation and reviewed findings
Hanh TaOperations DirectorMet with during the investigation and involved in review of allegations
Melvin MatsumotoAdministratorFacility administrator named in the report
Inspection Report Annual Inspection Census: 73 Capacity: 109 Deficiencies: 0 May 26, 2021
Visit Reason
An unannounced 1-year required inspection was conducted to evaluate the facility's compliance with health and safety regulations.
Findings
The facility was found to be in compliance with all applicable regulations, with no deficiencies cited. The physical plant, emergency supplies, sanitation, and infection control measures were all satisfactory.
Employees Mentioned
NameTitleContext
Mohamed FilouaneLicensing Program AnalystConducted the inspection and authored the report.
Hanh TaAdministratorMet with the Licensing Program Analyst during the inspection.
Sandra PeretInfection PreventionistMet with the Licensing Program Analyst during the inspection.

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