Inspection Reports for Stonebridge Suites of Milford

1401 H Avenue, Milford, IA, 51351

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Inspection Report Summary

The most recent inspection on September 9, 2025, found no deficiencies during the recertification visit for the Assisted Living Program. Earlier inspections generally showed compliance with certification rules, though some prior reports noted isolated issues such as a failure to provide annual food protection training for food service staff and a late report of suspected dependent adult abuse, which resulted in a civil penalty. Complaint investigations were mostly unsubstantiated, with one substantiated case involving a delayed abuse report but no enforcement actions beyond the penalty. No fines, license suspensions, or immediate jeopardy findings were listed in the available reports. The facility’s record shows improvement over time, with recent inspections consistently free of deficiencies.

Deficiencies (last 9 years)

Deficiencies (over 9 years) 0.2 deficiencies/year

Deficiencies are regulatory violations found during state inspections.

95% better than Iowa average
Iowa average: 4.4 deficiencies/year

Deficiencies per year

4 3 2 1 0
2010
2011
2013
2015
2016
2017
2020
2023
2025

Census

Latest occupancy rate 25 residents

Based on a September 2025 inspection.

This facility has shown a steady increase in demand based on occupancy rates.

Census over time

6 12 18 24 30 Oct 2010 Aug 2011 Jul 2013 Jun 2016 Feb 2020 Sep 2025

Inspection Report

Renewal
Census: 25 Deficiencies: 0 Date: Sep 9, 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: 24 Number of tenants with cognitive impairment: 1 Total census: 25

Inspection Report

Renewal
Census: 21 Deficiencies: 0 Date: Oct 9, 2023

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.

Inspection Report

Renewal
Census: 22 Deficiencies: 0 Date: Feb 11, 2020

Visit Reason
Recertification visit conducted to determine compliance with certification for an Assisted Living Program.

Findings
No regulatory insufficiencies were cited during the recertification visit for the Assisted Living Program.

Inspection Report

Renewal
Census: 23 Deficiencies: 0 Date: Dec 12, 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: 23 Deficiencies: 0 Date: Jun 20, 2016

Visit Reason
The inspection was conducted as a complaint/incident investigation following a self-report of financial exploitation involving a tenant at Hawkeye Assisted Living.

Complaint Details
A self-report of financial exploitation was received. The tenant involved did not meet the legal standard of a dependent adult. No regulatory insufficiencies were cited during the investigation of Incident #60302-I.
Findings
No regulatory insufficiencies were identified during the investigation. The tenant involved did not meet the legal standard of a dependent adult, and the matter was reported to law enforcement.

Report Facts
Number of tenants without cognitive disorder: 22 Number of tenants with cognitive disorder: 1 Total Population of Program at time of on-site: 23 TOTAL census of Assisted Living Program: 23

Inspection Report

Monitoring
Census: 23 Deficiencies: 1 Date: Dec 29, 2015

Visit Reason
The visit was conducted as a Final Recertification Monitoring Evaluation to determine compliance with certification for an Assisted Living Program, specifically addressing regulatory insufficiencies in Food Service.

Findings
The program failed to ensure employees responsible for food preparation or service had annual training on food protection. Observations, interviews, and record reviews confirmed that training was not offered or completed annually by staff.

Deficiencies (1)
Personnel responsible for food preparation or service did not have annual training on food protection as required.
Report Facts
Total census: 23 Number of tenants without cognitive disorder: 22 Number of tenants with cognitive disorder: 1

Inspection Report

Monitoring
Census: 20 Deficiencies: 0 Date: Jul 16, 2013

Visit Reason
The visit was a Final Recertification Monitoring Evaluation conducted to review recertification documents and perform an onsite monitoring evaluation of Stonebridge Suites Assisted Living in Milford, IA.

Findings
No regulatory insufficiencies were found during the evaluation or the onsite monitoring visit. The program was accepted and the Assisted Living Program Certificate was issued with effective dates from October 9, 2013 through October 8, 2015.

Report Facts
Number of tenants without cognitive disorder: 20 Number of tenants with cognitive disorder: 0 Total census of Assisted Living Program: 20 Tenants attending community meeting: 19

Employees mentioned
NameTitleContext
Hal L. ChaseRN BSN MPHMonitor conducting the Final Recertification Monitoring Evaluation
Jim BerkleyProgram CoordinatorAuthor of the cover letter for the Final Recertification Monitoring Evaluation Report

Inspection Report

Complaint Investigation
Census: 22 Deficiencies: 0 Date: Sep 21, 2011

Visit Reason
The inspection was conducted as a final incident investigation following a report of a tenant who went missing during a morning walk and was later found and admitted to a nursing facility.

Complaint Details
The complaint involved Tenant #1 who went out for a morning walk on 9-4-11 and did not return as expected. Staff found the tenant missing after 45 minutes, and the tenant was later found by local police and admitted to a nursing facility. No regulatory insufficiencies were substantiated.
Findings
The investigation found no regulatory insufficiencies. The tenant was monitored, and staff reported no increased confusion or incidents of wandering prior to the incident. The tenant was discharged to a nursing facility after the incident.

Report Facts
Number of tenants without cognitive disorder: 22 Number of tenants with cognitive disorder: 0 Total census: 22

Employees mentioned
NameTitleContext
Hal L. ChaseRN BSN MPHMonitor of the incident investigation

Inspection Report

Monitoring
Census: 22 Deficiencies: 0 Date: Aug 24, 2011

Visit Reason
An on-site monitoring evaluation was conducted at Stonebridge Suites Assisted Living on August 24, 2011, as part of the final recertification monitoring evaluation process.

Findings
No regulatory insufficiencies were found during this evaluation. The program met all requirements, and tenants reported satisfaction with services and living conditions.

Report Facts
Current number of tenants without cognitive disorder: 22 Current number of tenants with cognitive disorder: 0 Total Population: 22 Tenant meeting attendance: 12

Employees mentioned
NameTitleContext
Hal L. ChaseRN BSN MPHMonitor conducting the evaluation

Inspection Report

Complaint Investigation
Census: 24 Deficiencies: 1 Date: Jun 20, 2011

Visit Reason
The inspection was conducted in response to a complaint/incident investigation regarding suspected dependent adult abuse and failure to report it within the required timeframe.

Complaint Details
The complaint involved a tenant missing money and the perpetrator being identified and terminated. The program failed to notify the Department within the required 24-hour timeframe for potential abuse reporting, constituting regulatory insufficiency.
Findings
The investigation found a regulatory insufficiency for failure to report suspected dependent adult abuse within the time period prescribed by Iowa Code. The program was assessed a civil penalty and submitted a plan of correction.

Deficiencies (1)
Failure to report suspected dependent adult abuse to the Department within the required timeframe.
Report Facts
Civil penalty amount: 1000 Civil penalty amount: 500 Census: 24 Days for appeal: 30

Employees mentioned
NameTitleContext
Joyce KixRNMonitor for the complaint/incident investigation.
Jim BerkleyProgram CoordinatorContact person for appeal and questions regarding the investigation.
Patty YoullDirectorDirector of Stonebridge of Milford, named in the report and correspondence.

Inspection Report

Monitoring
Census: 13 Deficiencies: 0 Date: Oct 5, 2010

Visit Reason
The visit was a Final Initial Certification Monitoring Evaluation conducted by the Iowa Department of Inspections and Appeals to evaluate regulatory compliance of Stonebridge of Milford Assisted Living.

Findings
No regulatory insufficiencies were found during this evaluation. The program demonstrated compliance and will continue certification for two years. Tenant satisfaction was positive with services, housekeeping, nursing, and activities.

Report Facts
Current number of tenants without cognitive disorder: 13 Current number of tenants with cognitive disorder: 0 Total Population: 13

Employees mentioned
NameTitleContext
Hal L. ChaseRN BSN MPHMonitor conducting the evaluation
Tamara HalvorsonASB Lead Certification CoordinatorAuthor of the certification letter

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