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Son Heaven Assisted Living II
Assisted Living · Helena, MT
Exterior view of Son Heaven Assisted Living II facility Cozy seating area with decorative cushions and flowers Residents enjoying lunch in a dining room Residents participating in a musical activity in a common area

Son Heaven Assisted Living II

Assisted Living · Helena, MT
2510 Ferndale Ln, Helena, MT 59601 View map
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Overview of Son Heaven Assisted Living II

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Located on Ferndale Lane in Helena, Montana, Son Heaven Assisted Living II is an assisted living community that recently opened. The one-story home provides a home-like environment for seniors who need assistance with daily activities but want to live as independently as possible. With 15 beds, the smaller size may appeal to families seeking a more personal setting and one-on-one attention.

This property is in a neighborhood with a Walk Score of 30. Families would need to rely on transportation for most errands and appointments. The location may work well for residents with family members who can provide regular rides or for those who do not rely on walking to nearby services.

Over the past nine years, state inspections have reviewed the home’s operations and identified opportunities to improve service plan documentation and updates. Families interested in Son Heaven Assisted Living II should take a tour and ask how these care planning practices are managed daily.

Facility Direct Line (406) 495-0436
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By The Numbers

Community insights.

Bed count Info A smaller, more intimate setting that may offer a quieter environment and closer staff-resident interactions. 15 Rank #57 / 66Bed count — State benchmarked This assisted living community is ranked 57th out of 66 assisted living communities we track in Montana for bed count. Shows this facility's certified or reported bed count compared to other Montana facilities. Larger communities may offer more amenities, programs, and on-site services for residents and families. Communities with the same value for a metric share the same rank. Rankings compare like with like: every assisted living community we track in Montana that reports data for that category. Assisted living communities without available data are excluded, so the pool size varies from metric to metric.

Smaller home · May offer a more intimate, personalized care environment.

Years of operating Info A newer community that may feature more recent facilities and programs. This is the number of years in operation under current management. Rank #41 / 64Years in operation — State benchmarked This assisted living community is ranked 41st out of 64 assisted living communities we track in Montana for years in operation. Shows how long this facility has been in operation compared to other Montana facilities. Longer operating histories may benefit residents, families, and staff. Communities with the same value for a metric share the same rank. Rankings compare like with like: every assisted living community we track in Montana that reports data for that category. Assisted living communities without available data are excluded, so the pool size varies from metric to metric.
1 year
Walk Score Info Car-dependent. A few nearby services may be reachable on foot, but most trips require transportation. Rank #49 / 85Walk Score — State benchmarked This assisted living community is ranked 49th out of 85 assisted living communities we track in Montana for walk score. Shows how walkable this facility's neighborhood is compared to the average walk score across Montana facilities. Higher scores benefit residents, families, and staff. Communities with the same value for a metric share the same rank. Rankings compare like with like: every assisted living community we track in Montana that reports data for that category. Assisted living communities without available data are excluded, so the pool size varies from metric to metric.
30 / 100

About This Community

License Details

Facility TypeAssisted Living Facility
StatusCurrent
IssuanceFebruary 2, 2025
ExpirationJanuary 2, 2028
License Number31491

Ownership & Operating Entity

Son Heaven Assisted Living II is administered by Shelley Walden.

Type Of Units

Secured Beds
14 units
Total beds
15 units

Staffing & Medical

1 service
Medication ManagementSupport with organizing, administering, and monitoring medicines can help prevent missed or incorrect doses.

Additional Services

5 services
Appointment and Daily Reminders
Laundry & Linen
Emergency Call System
Housekeeping
Transportation

Additional Policies & Features

Pets Allowed

Amenities & Lifestyle

Cable Tv

Room Accommodations

Building TypeSingle-storey

Contact Son Heaven Assisted Living II

Inspection History

In Montana, the Department of Public Health and Human Services, Quality Assurance Division is the state body responsible for inspecting and licensing all senior residential care facilities.

Since 2017 · 9 years of data These figures come from state-published data and the state inspection reports we hold on file. The period covered can vary depending on document availability.
Includes all inspection records for this property, which could include management/ownership changes. 3 deficiencies 2 inspections

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

Since 2017 vs. Montana state average
Overall vs. MT average 0 Worse No metrics in this bucket. 2 Better Metrics better than Montana average:
• Total deficiencies (81% below)
• Deficiencies per inspection (50% below)

Deficiencies Info Deficiencies are formal regulatory issues recorded during state inspections.

This FacilityMT Averagevs. MT Avg
Total deficiencies Info Formal regulatory issues recorded by inspectors across all inspection types. 316.0 This facility has 81% fewer total deficiencies than a typical Montana assisted living residence (3 vs. MT avg 16).↓ 81% better
Deficiencies per inspection Info Average deficiencies per inspection. 1.53.0 This facility has 50% fewer deficiencies per inspection than a typical Montana assisted living residence (1.5 vs. MT avg 3).↓ 50% better

Inspections Info State inspections evaluate whether the facility meets health and safety standards.

This FacilityMT Averagevs. MT Avg
Total inspections Info Combined count of all inspections conducted at this facility. 24.0 This facility has had 50% fewer total inspections than the Montana average (2 vs. MT avg 4). More inspections can mean more regulatory scrutiny rather than worse care.↓ 50% fewer
Show Inspection Reports

Places of interest near Son Heaven Assisted Living II

Address 2.8 miles from city center Info Estimated distance in miles from Helena's city center to Son Heaven Assisted Living II's address, calculated via Google Maps.

Calculate Travel Distance to Son Heaven Assisted Living II

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Address

Compare Assisted Living around Helena

Info below is compiled from the MT Dept. of Public Health & Human Services (DPHHS), senior community websites & trusted data sources such as Walk Score & BBB.

Communities are listed from highest-ranked to lowest-ranked based on our methodology.

Care Types in This Table AL (Assisted Living): Housing with help for daily activities like bathing, dressing, and medication, without 24-hour skilled nursing. MC (Memory Care): Secured, specialized care for people living with Alzheimer's or dementia. RC (Respite Care): Short-term temporary care that gives family caregivers a break. IL (Independent Living): Community living with dining, activities, and transportation for active seniors who need little personal care. ADC (Adult Day Care): Daytime supervision, health monitoring, and social activities for seniors who live at home.
City and state of the facility. Used for mapping and state-average comparisons.
Licensed bed capacity (maximum allowed). Not the same as how many beds are currently filled.
Indicates whether residents are allowed to have pets in the facility.
Third-party neighborhood walkability score (0–100). Convenience/context metric, not a healthcare quality measure.
Description of bed or unit types offered (e.g. assisted living, memory care), as reported in state or facility disclosures.
Number of years the company has been in operation.
A named contact for the facility. Hover the name to see their role — Administrator (state administrator of record or facility-provided administrator), Nursing Director, Medical Director, or Staff. The most authoritative available is shown.
Count of regulatory inspections in the reporting window. Higher volume can reflect more oversight visits, complaint-driven surveys, or routine licensure cycles.
Formal complaint investigations counted in the state record—distinct from every routine licensure inspection.
How many inspections had one or more deficiencies recorded. Compare to total inspections to see how often problems were found on visit.
Total count of deficiencies (cited regulatory issues) recorded in the selected reporting period. Read alongside inspection counts for context.
The average number of deficiencies this facility receives each time it's inspected, calculated as total deficiencies ÷ total inspections. A lower number suggests more consistent compliance with safety and care standards.
Touchmark on Saddle Drive – Helena
AL
IL
MC
Helena
82
Facility 82
MT AVG 61
Rank #19 / 66
Yes
8
Facility 8
MT AVG 40
Rank #74 / 85
Studio / 1 Bed / 2 Bed
3
Facility 3
MT AVG 6
Rank #19 / 64
Christina Milar1
1
Facility 1
MT AVG 3
Rank #29 / 60
1
Facility 1
MT AVG 3.4
Rank #13 / 60
1
Facility 1
MT AVG 16
Rank #1 / 48
1.0
Facility 1.0
MT AVG 4.0
Rank #1 / 48
Quality Senior Care LLC dba Bee Hive Homes of Helena (North)
AL
IL
MC
RC
Helena
40
Facility 40
MT AVG 61
Rank #37 / 66
No
94
Facility 94
MT AVG 40
Rank #1 / 85
-
2
Facility 2
MT AVG 6
Rank #26 / 64
Jamie Hopkins1
1
Facility 1
MT AVG 3
Rank #29 / 60
1
Facility 1
MT AVG 3.4
Rank #13 / 60
2
Facility 2
MT AVG 16
Rank #7 / 48
2.0
Facility 2.0
MT AVG 4.0
Rank #13 / 48
Son Heaven Assisted Living II
AL
Helena
15
Facility 15
MT AVG 61
Rank #57 / 66
Yes
30
Facility 30
MT AVG 40
Rank #49 / 85
Secured Beds (14)
1
Facility 1
MT AVG 6
Rank #41 / 64
Shelley Walden2
1
Facility 1
MT AVG 3
Rank #29 / 60
2
Facility 2
MT AVG 3.4
Rank #28 / 60
3
Facility 3
MT AVG 16
Rank #12 / 48
1.5
Facility 1.5
MT AVG 4.0
Rank #9 / 48
Edgewood Helena
AL
ADC
MC
Helena
80
Facility 80
MT AVG 61
Rank #20 / 66
No
10
Facility 10
MT AVG 40
Rank #71 / 85
Studio / 1 Bed / 2 Bed
1
Facility 1
MT AVG 6
Rank #41 / 64
Julia Morrow6
8
Facility 8
MT AVG 3
Rank #55 / 60
6
Facility 6
MT AVG 3.4
Rank #49 / 60
21
Facility 21
MT AVG 16
Rank #38 / 48
3.5
Facility 3.5
MT AVG 4.0
Rank #35 / 48
Masonic Home of Montana
AL
Helena (Helena Valley Northeast)
40
Facility 40
MT AVG 61
Rank #37 / 66
Yes--
1
Facility 1
MT AVG 6
Rank #41 / 64
Connie Klotz1
3
Facility 3
MT AVG 3
Rank #41 / 60
1
Facility 1
MT AVG 3.4
Rank #13 / 60
2
Facility 2
MT AVG 16
Rank #7 / 48
2.0
Facility 2.0
MT AVG 4.0
Rank #13 / 48

Rank badges are statewide and care-type specific: each assisted living community is ranked against every other MT assisted living community we track that reports that metric, not just the 5 on this page. See how we rank facilities

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Financial assistance

Programs that may help with care and living costs in Montana

Son Heaven Assisted Living II is in Helena, Montana. These programs may support different care settings or living expenses. A listing does not confirm this community participates; our concierge team can help confirm.

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Cash support · veterans

VA Aid and Attendance (A&A) and Housebound Benefits

VA Aid and Attendance (A&A) and Housebound Benefits

Who it is for
Veterans or survivors with VA pension eligibility and an Aid and Attendance or Housebound medical need
Income limit
2026 · Countable income is compared with the applicable maximum annual pension rate (MAPR), which varies by dependents and benefit category. For a veteran with one dependent and Aid and Attendance, MAPR is $34,488/year.
Asset limit
VA pension net-worth ceiling is $163,699 from December 1, 2025 through November 30, 2026. Net worth includes countable assets plus income for VA purposes; exclusions and transfer rules apply.

Eligibility

General
Aid and Attendance or Housebound is an increased VA pension rate for eligible veterans or surviving spouses who meet pension and additional care/disability requirements; it is not a stand-alone state benefit.
MT specifics
Federal VA pension rules apply nationwide.

What it provides

  • Monthly pension is based on the applicable MAPR less countable annual income; divided by 12. Maximum annual veteran Aid and Attendance rates are $29,093 without dependents and $34,488 with one dependent; actual payments may be lower.
In-home & community support

Big Sky Waiver

Big Sky Waiver

Who it is for
Montanans eligible for Medicaid who need nursing-facility level of care but can live at home or in the community

Eligibility

General
Must be financially eligible for Medicaid and meet the minimum level-of-care requirements for nursing-facility placement; Big Sky Waiver provides a community alternative to institutional care.
MT specifics
Big Sky Waiver is administered by DPHHS Senior and Long-Term Care; the linked waiver took effect July 1, 2024. Individual services and enrollment require program assessment.

What it provides

  • Assessed home and community-based support may include personal assistance; homemaker services; respite; adult day health; environmental adaptations and case management.
In-home support

Montana Community First Choice Services

Montana Community First Choice Services

Who it is for
Montana Medicaid members whose health condition limits daily activities

Eligibility

General
Medicaid-eligible people whose health condition limits daily activities and who meet the required screening. Community First Choice Services also requires nursing-facility level of care.
MT specifics
Services follow an assessed person-centered plan and may be agency-based or self-directed.

What it provides

  • Assessed help with daily activities and health-maintenance tasks; additional covered supports can include personal emergency response systems and community integration.
Caregiver support

Family Caregiver Support Program

Family Caregiver Support Program

Who it is for
Family or informal caregivers of an adult 60+ or of someone of any age with dementia

Eligibility

General
Family and informal caregivers seeking support through the state aging network; individual services are assessed through local providers.

What it provides

  • Title III-E supports caregiver information and assistance; counseling and training; support groups; respite and supplemental services through the state aging network.
Prescription costs

Big Sky Rx

Big Sky Rx

Who it is for
Montana residents on Medicare who meet the Big Sky Rx income criteria
Income limit
Current official page lists annual income less than $31,920 single or $43,280 married and living together; page does not state an effective date.
Asset limit
Official page says assets such as IRAs, bonds, stocks and savings are not income for Big Sky Rx. Separate Extra Help eligibility may consider assets.

Eligibility

General
Montana must be the primary residence; applicant must receive Medicare and meet Big Sky Rx income criteria.
MT specifics
Applications are accepted throughout the year. Current premium assistance amount should be confirmed against plan enrollment and Big Sky Rx guidance.

What it provides

  • Assistance paying Medicare-approved prescription-drug-plan premiums; the DPHHS prescription-assistance overview lists up to $50.60/month; not a guaranteed annual cash benefit.
Medicare costs

Medicare Savings Program (MSP)

Medicare Savings Program (MSP)

Who it is for
Medicare beneficiaries with limited income who need help with premiums or cost sharing

Eligibility

General
Medicare beneficiary; the state determines the applicable Medicare Savings Program. QMB helps with premiums and Medicare cost sharing; SLMB and QI generally help with Part B premiums.
MT specifics
QI requires annual application and is funded first-come, first-served with priority for prior recipients. QMB, SLMB and QI confer Part D Extra Help.

What it provides

  • QMB pays eligible Part A/Part B premiums and Medicare deductibles and cost sharing; SLMB and QI pay Part B premiums. The exact benefit depends on the approved program.
Home energy assistance

Low Income Home Energy Assistance Program (LIHEAP)

Low Income Home Energy Assistance Program (LIHEAP)

Who it is for
Montana homeowners or renters responsible for home heating costs who meet the income and resource rules
Income limit
For 2026–2027, annual limits are $36,120 for one person and $47,234 for two; other household sizes have different limits.
Asset limit
For 2026–2027, resource limits are $14,717 for one person and $22,515 for two; exclusions and larger-household rules apply.

Eligibility

General
Montana homeowners or renters responsible for home heating costs who meet household income and resource rules. Heating assistance applications are accepted October 1 through April 30.

What it provides

  • Pays part of winter heating costs; assistance with eligible furnace emergencies may also be available.
Home energy improvements

Weatherization Assistance Program

Weatherization Assistance Program

Who it is for
Income- and resource-eligible Montana households, including renters
Income limit
Household-size income and resource rules apply, with possible eligibility through qualifying benefit programs. Use the current 2026–2027 standards when applying.

Eligibility

General
Income- and resource-eligible Montana households, including homeowners and renters. Older adults and people with disabilities receive priority; approval does not guarantee immediate work.

What it provides

  • An energy audit identifies eligible energy-saving improvements and related safety work; subject to program limits.
Know before you visit

Frequently Asked Questions about Son Heaven Assisted Living II

Quick answers from public records and the community's own listing.
01 Is Son Heaven Assisted Living II in a walkable area?
Son Heaven Assisted Living II has a walk score of 30. Car-dependent. A few nearby services may be reachable on foot, but most trips require transportation.
02 What is the license number of Son Heaven Assisted Living II?
According to MT state health department records, Son Heaven Assisted Living II's license number is 31491.
03 When does Son Heaven Assisted Living II's license expire?
According to MT state health department records, Son Heaven Assisted Living II's license expires on January 2, 2028.
04 How long has Son Heaven Assisted Living II been in business?
Son Heaven Assisted Living II has been operating for approximately 1 year, based on available licensing and registration records.
05 Are pets allowed at Son Heaven Assisted Living II?
Yes, Son Heaven Assisted Living II allows residents to bring their pets.
06 What is the best email address for Son Heaven Assisted Living II?
The team at Son Heaven Assisted Living II can be reached at shelley@caslenlc.com.
07 Who is the administrator of Son Heaven Assisted Living II?
Shelley Walden is the administrator of Son Heaven Assisted Living II.
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