Deficiencies (last 6 years)
Deficiencies (over 6 years)
0.3 deficiencies/year
Deficiencies are regulatory violations found during state inspections.
93% better than Nebraska average
Nebraska average: 4.2 deficiencies/yearDeficiencies per year
4
3
2
1
0
Inspection Report
Renewal
Capacity: 135
Deficiencies: 0
Date: Mar 12, 2025
Visit Reason
The document is related to the renewal of the assisted-living facility license for The Heritage at Legacy, including submission of renewal application and certification of compliance with licensing requirements.
Findings
The document certifies that The Heritage at Legacy meets statutory requirements as an assisted-living facility with Alzheimer's Memory Care Endorsement. It includes licensing renewal application details, ownership information, and fire marshal certificate of occupancy confirming maximum occupancy of 135 beds.
Report Facts
Total licensed beds: 135
Alzheimer's Memory Care beds: 26
Maximum occupancy: 135
Renewal application date: Mar 4, 2025
Alzheimer's endorsement application date: Mar 13, 2025
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Jane Wessel-Streit | Administrator | Named as facility administrator on renewal application and Alzheimer's endorsement application |
| Farhan Kahn | Authorized Representative | Signed renewal application as authorized representative |
| Nate Underwood | Authorized Representative | Signed renewal application as authorized representative |
| John Yao | Inspected facility for Nebraska State Fire Marshal Certificate of Occupancy |
Inspection Report
Renewal
Capacity: 135
Deficiencies: 0
Date: Mar 26, 2024
Visit Reason
The document is a renewal application and certification for the assisted-living facility license of The Heritage at Legacy, verifying the facility's licensure through the renewal date.
Findings
The facility is licensed as an assisted-living facility with a memory care endorsement and Alzheimer's special care unit. The renewal application includes detailed information about ownership, capacity, and care services provided, with no deficiencies or violations noted.
Report Facts
Total licensed beds: 135
Alzheimer's special care unit beds: 26
Renewal license expiration date: 2025
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Jessica Cook | Administrator | Named as administrator and contact person on renewal application and Alzheimer's special care unit endorsement application |
Notice
Capacity: 115
Deficiencies: 0
Date: Apr 11, 2019
Visit Reason
The document serves as a licensure renewal application and certification for the assisted-living facility Heritage Ridge Retirement Community, including Alzheimer's Memory Care endorsement.
Findings
The documents confirm the facility's licensure renewal status, maximum licensed capacity of 115 beds, and provide detailed information about the Alzheimer's Memory Care program, staffing, training, physical environment, resident activities, family support, and fees.
Report Facts
Total licensed beds: 115
Alzheimer's Memory Care beds: 20
Staffing ratio day/evening: 5
Staffing ratio overnight: 8
Fees - Shared Companion Suite Level 1: 4395
Fees - Shared Companion Suite Level 2: 5195
Fees - Private Suite Level 1: 5625
Fees - Private Suite Level 2: 6195
Fees - Private Deluxe Level 1: 5925
Fees - Private Deluxe Level 2: 6595
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Kimberlie Cundall | Administrator | Named as facility administrator and contact for Alzheimer's Memory Care endorsement application. |
| Farhan Khan | General Partner | Named as 50% owner of Heritage Partners LLC, general partner of Heritage Ridge LLC. |
| Nate Underwood | General Partner | Named as 50% owner of Heritage Partners LLC, general partner of Heritage Ridge LLC. |
Inspection Report
Complaint Investigation
Census: 78
Deficiencies: 2
Date: Jun 25, 2018
Visit Reason
An unannounced visit was conducted to investigate a complaint regarding failure to provide care and services per the resident service agreement, failure to provide care and assistance per the resident service agreement, and failure to include the resident's POA in decisions regarding care and/or services.
Complaint Details
The complaint alleged failure to provide care and services per the resident service agreement, failure to provide care and assistance per the resident service agreement, and failure to include the resident's POA in decisions regarding care and/or services. The facility was found non-compliant with the first two allegations and compliant with the third.
Findings
The facility failed to provide night checks in accordance with the resident service agreement for one resident and failed to have a physician order for use of triple antibiotic ointment. The facility was found to be in compliance regarding inclusion of the resident's POA in care decisions.
Deficiencies (2)
Failure to provide night checks in accordance with resident service agreement for one resident.
Failure to have a physician order for use of triple antibiotic ointment for one resident.
Report Facts
Census: 78
Deficiency count: 2
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Dan Taylor | RN, Training Coordinator | Signed the complaint investigation report |
| Christine Shupe | Administrator | Facility administrator addressed in the report |
Inspection Report
Complaint Investigation
Deficiencies: 0
Date: Nov 9, 2016
Visit Reason
An unannounced visit was conducted to investigate a complaint at The Heritage At Legacy on November 9, 2016, by representatives of the Department of Health and Human Services Division of Public Health.
Complaint Details
The complaint allegations included failure to have an ongoing activity program, failure to ensure foods meet nutritional needs, failure to ensure menus meet residents' food preferences, failure to ensure residents have access to communication, and failure to ensure windows remain operable. All allegations were found to be unsubstantiated with no violations.
Findings
The investigation found no violations related to the allegations. The facility was found to provide an ongoing activity program, meet residents' nutritional needs and food preferences, ensure residents have access to communication, and maintain operable and secured windows.
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Eve Lewis | Program Manager - Office of LTC Facilities - Licensure Unit - Division of Public Health - DHHS | Signed the report and is the contact person for questions. |
Inspection Report
Routine
Deficiencies: 0
Date: Jan 13, 2016
Visit Reason
The inspection was a Compliance Inspection conducted to assess the facility's adherence to the Regulations Governing Licensure of Assisted-Living Facilities.
Findings
The facility was found in compliance with the applicable regulations, and the results of the inspection were commendable.
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Kelly Darling | Registered Nurse | Conducted the Compliance Inspection |
| Carol Neneman | Social Worker | Conducted the Compliance Inspection |
Inspection Report
Original Licensing
Capacity: 135
Deficiencies: 0
Date: Dec 22, 2015
Visit Reason
The document is related to the original licensing and certification of The Heritage at Legacy as an assisted-living facility, including issuance of the facility license and certificate of occupancy.
Findings
The Heritage at Legacy met the requirements for licensing as an assisted-living facility with a capacity of 135 beds. The certificate of occupancy was issued with approval for 135 beds. The facility is designed to provide care for individuals with memory loss, dementia, Alzheimer's, and related disorders in a safe and secure environment.
Report Facts
Total licensed capacity: 135
Certificate of Occupancy date: Dec 22, 2015
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Christine Shupe | Administrator | Named as facility administrator in licensing documents |
| Courtney N. Phillips | Chief Executive Officer | Signed licensing documents for Department of Health and Human Services |
| Eve Lewis | Program Manager | Contact person for licensing questions |
| Farhan Khan | Authorized representative and owner of the facility | |
| Nate Underwood | Owner of the facility | |
| Robert Underwood | Owner of the facility | |
| David Underwood | Owner of the facility | |
| Jim Wilson | Owner of the facility | |
| Paula Wilson | Owner of the facility | |
| September Stone | Director of Health Services | Named in letter regarding ownership |
| Kurt J. Urkoski | Firefighter | Inspected facility for certificate of occupancy |
Notice
Capacity: 135
Deficiencies: 0
Date: APP2017
Visit Reason
This document serves as a licensure renewal application and certification for The Heritage At Legacy Assisted Living Facility, including Alzheimer's Memory Care Endorsement renewal and occupancy certification.
Findings
The documents verify that The Heritage At Legacy is licensed as an Assisted Living Facility with a total licensed capacity of 135 beds, including a special care unit for Alzheimer's or related dementia disorders with an endorsed capacity of 22 beds. The facility meets statutory requirements and has a certificate of occupancy issued by the Nebraska State Fire Marshal.
Report Facts
Total licensed capacity: 135
Alzheimer's Memory Care Endorsement capacity: 22
Renewal expiration date: Apr 30, 2018
Staffing ratio day & evening shifts: 5
Staffing ratio overnight shift: 8
Cost per month - Private Level I: 5450
Cost per month - Private Level II: 5950
Cost per month - Private Deluxe Level I: 6450
Cost per month - Private Deluxe Level II: 6950
Cost per month - Shared Companion Level I: 4295
Cost per month - Shared Companion Level II: 4995
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Christine Shupe | Administrator | Named as facility administrator and contact for the licensure renewal application. |
| Kurt Urkoski | Inspector | Inspected the facility for the Nebraska State Fire Marshal Certificate of Occupancy. |
| Chris Shupe | Contact for Applicant | Listed as contact for the legal owning entity and applicant information. |
Notice
Capacity: 135
Deficiencies: 0
Date: APP2018
Visit Reason
This document serves as a licensure renewal application and verification for The Heritage At Legacy Assisted Living Facility, including Alzheimer's Memory Care Endorsement renewal.
Findings
The document confirms the facility's licensure renewal status, ownership information, facility capacity, and includes detailed disclosure information about the Alzheimer's Memory Care Endorsement program, staffing, physical environment, and resident care philosophy.
Report Facts
Total licensed beds: 135
Alzheimer's Memory Care Endorsed Capacity: 22
Renewal expiration date: Licensure renewal expiration date April 30, 2019.
Staffing ratios: Day and evening shift staffing ratio is 1 caregiver to 5 residents; overnight shift is 1 caregiver to 8 residents.
Cost of care - Private Level 1: 5595
Cost of care - Private Level II: 6095
Cost of care - Private Deluxe Level 1: 6595
Cost of care - Private Deluxe Level II: 7095
Cost of care - Shared Companion Level 1: 4495
Cost of care - Shared Companion Level II: 5195
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Christine Shupe | Administrator | Named as facility administrator and contact for the licensure renewal application. |
| Farhan Khan | Authorized Representative | Signed the renewal application and ownership representative. |
| Nate Underwood | Authorized Representative | Signed the renewal application and ownership representative. |
Notice
Capacity: 135
Deficiencies: 0
Date: APP2020
Visit Reason
This document serves to verify that The Heritage at Legacy assisted-living facility is licensed through the date indicated on the renewal card and includes renewal application information.
Findings
The document confirms the facility meets statutory requirements as an assisted-living facility with Alzheimer's Memory Care Endorsement and provides detailed ownership, capacity, and staffing information.
Report Facts
Total licensed beds: 135
Alzheimer's unit beds: 22
Staffing ratio day shift: 5
Staffing ratio overnight shift: 8
Staff training hours: 4
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Danielle Swanda | Administrator | Named as facility administrator and contact person for licensing. |
| Farhan Khan | Authorized Representative | Signed renewal application as authorized representative. |
| Nathan Underwood | Authorized Representative | Signed renewal application as authorized representative. |
| Shawn Lahr | Authorized Representative | Signed applicant signature on renewal form. |
| Gary J. Anthone, MD | Chief Medical Officer, Director, Division of Public Health | Name on license certification seal. |
| Kurt Urkoski | Fire Marshal Inspector | Inspected facility for fire marshal certificate of occupancy. |
Notice
Capacity: 135
Deficiencies: 0
Date: APP2021
Visit Reason
The document serves as a renewal application for the assisted-living facility license and includes certification of licensure, ownership information, and Alzheimer's special care unit endorsement.
Findings
The document confirms that The Heritage at Legacy meets statutory requirements for licensure as an assisted-living facility with a licensed capacity of 135 beds and includes details about ownership, facility services, and care criteria.
Report Facts
Total licensed beds: 135
Alzheimer's unit beds: 22
License expiration date: Apr 30, 2022
Date signed: Apr 15, 2021
Maximum occupancy: 135
Shared companion suite fees Level 1: 5175
Shared companion suite fees Level 2: 5845
Private suite fees Level 1: 6360
Private suite fees Level 2: 6925
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Danielle Swanda | Administrator and Executive Director | Named as administrator on renewal application and signed as Executive Director on Alzheimer's endorsement (pages 2, 8, and 12). |
| Farhan Khan | Authorized Representative | Signed renewal application as authorized representative and listed as 50% owner of Heritage Partners LLC (pages 2 and 3). |
| Nathan Underwood | Authorized Representative | Signed renewal application as authorized representative and listed as 50% owner of Heritage Partners LLC (pages 2 and 3). |
Notice
Capacity: 135
Deficiencies: 0
Date: APP2022
Visit Reason
The document serves as a renewal application and certification for the assisted-living facility license, verifying that the facility is licensed through the indicated expiration date and providing related ownership and facility information.
Findings
The documents confirm the facility's licensure status, ownership structure, maximum licensed capacity, and endorsement for Alzheimer's memory care. No inspection findings or deficiencies are reported.
Report Facts
Total licensed beds: 135
Alzheimer's care beds: 26
License expiration date: Apr 30, 2022
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Justin Lamberson | Administrator | Named as facility administrator on renewal application and Alzheimer's endorsement application (pages 2 and 8). |
| Farhan Khan | Authorized Representative | Signed renewal application as authorized representative (page 2) and listed as 50% owner in ownership information (page 3). |
| Nathan Underwood | Authorized Representative | Signed renewal application as authorized representative (page 2) and listed as 50% owner in ownership information (page 3). |
Document
Capacity: 135
Deficiencies: 0
Date: APP2023
Visit Reason
The documents serve to verify and renew the assisted-living facility license for The Heritage at Legacy, including endorsement for Alzheimer's memory care services.
Findings
The materials confirm the facility meets statutory requirements for licensure as an assisted-living facility with Alzheimer's memory care endorsement, provide ownership and contact information, and include a certificate of occupancy with a maximum capacity of 135 beds.
Report Facts
Total licensed beds: 135
Maximum capacity for Alzheimer's beds: 24
Renewal license expiration date: Expires 4/30/2024 as shown on renewal card (page 1).
Inspection date: No inspection or visit date is provided in the documents.
Employees mentioned
| Name | Title | Context |
|---|---|---|
| Mark D. Osweiler | Administrator | Named as facility administrator on renewal application and Alzheimer's endorsement application (pages 2 and 8). |
| Farhan Khan | Listed as owner with 25% ownership on ownership list (page 3). | |
| Nate Underwood | Listed as owner with 25% ownership on ownership list (page 3). |
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