The Ivy at Wellington

The Ivy at Wellington is an Independent Living Home in California

The Ivy at Wellington is an Independent Living Home in California

The Ivy at Wellington

24903 Moulton Pkwy, Aliso Viejo, CA 92653 View Map

The Ivy at Wellington is an Independent Living Home in California

The Ivy at Wellington is an Independent Living Home in California

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Overview of The Ivy at Wellington

Nestled on an expansive 8-acre estate, The Ivy at Wellington offers a serene and flexible senior living experience with an array of services catering to each stage of retirement. Whether it’s through a diverse range of activities and tranquil outdoor spaces or comprehensive assisted living services for those in need, The Ivy team is steadfast in its mission to support residents in living their best lives.
At Ivy Living, the primary aim is to tailor services to the unique needs and interests of every resident, providing personalized care options for those who require it. The dedicated team collaborates closely with each resident to empower them to achieve maximum independence and fulfillment in areas that matter most to them. This often entails fostering meaningful connections among residents, assisting with life organization or simplification, and more.

Home Information The Ivy at Wellington
Bed community size
305-bed community
A large-scale community that may provide a wide range of amenities, services, and structured programs.
Years in operation
2 years in operation
A newer community that may feature more recent facilities and programs.
Walk Score
Walk Score: 29 / 100
Somewhat walkable. A few nearby services may be reachable on foot, but most trips require transportation.

About this community

Occupancy Rate
41%
Occupied Beds
124 of 305
Percentage of available beds currently in use by residents.

California average: 71%

License Status
LICENSED
Facility Type
RESIDENTIAL CARE ELDERLY
License Date
June 7, 2023

Additional licensing details

County: ORANGE

Ownership & operating entity

The Ivy at Wellington is legally operated by WELL OAK TENANT LLC;OAKMONT MANAGEMENT GROUP LLC.

Nonprofit ownership: No

Types of Care at The Ivy at Wellington

Assisted Living Memory Care
Contact The Ivy at Wellington

Inspection History

In California, the Department of Social Services (for ALFs) and the Department of Public Health (for nursing homes) conduct inspections to ensure resident safety and regulatory compliance.

15 visits/inspections

10 visits/inspections triggered by complaints

2 routine inspections

5 other visits

California average: 14 visits/inspections

4 citations

Citations indicate regulatory violations. A higher number implies the facility had several areas requiring improvement.

California average: 9 citations

Inspection Report Summary for The Ivy at Wellington

The California Department of Social Services reviewed IVY AT WELLINGTON, a 740‑type residential care facility in Aliso Viego, on multiple occasions between February 2023 and June 2024. An initial COMP II interview conducted on 02 Feb 2023 confirmed that administrator Ahmed Safoora and the facility team had understood licensing statutes and had obtained required signatures. A subsequent pre‑licensing inspection on 24 May 2023 verified that the facility’s assisted‑living and independent‑living apartments, common areas, and safety systems—fire extinguishers, call systems, and smoke detectors—met all applicable regulations, allowing the licensing program analyst to waive Component III and move the facility toward formal licensure.

The July 2023 visit highlighted a significant incident involving a medication error with Resident #1, who received double the prescribed dose of oxycodone on 17 July. Although no adverse reactions were recorded and the resident was closely monitored for 72 hours, the incident prompted the licensing program analyst to cite deficiencies under Title 22 Division 6. The medication technician involved was removed from dispensing duties and retrained, but resigned shortly thereafter. A plan of correction with a due date of 9 Aug 2023 was issued, underscoring the agency’s focus on medication safety and staff training.

The most recent unannounced inspection on 20 June 2024 reaffirmed the facility’s overall compliance. The evaluator noted well‑maintained bistro and dining areas, adequate food and medication storage, thorough resident file documentation, and effective call‑button response times. Physical plant observations—including safe swimming pool fencing, shaded courtyards, and a self‑latching gate—indicated ongoing adherence to health and safety standards. Across the four visits, IVY AT WELLINGTON demonstrated a consistent record of regulatory compliance, while the July medication‑error incident remains the primary area requiring corrective action and ongoing monitoring.

Places of interest near The Ivy at Wellington

Address 8 miles from city center

Address 24903 Moulton Pkwy, Aliso Viejo, CA 92653

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Comparison Chart

Compare Independent Living around California
The Ivy at Wellington
AL

For seniors needing help with daily tasks but not full-time nursing.

Aliso Viejo
305
No
29
WELL OAK TENANT LLC;OAKMONT MANAGEMENT GROUP LLC
40.7%
-
Atria Newport Plaza
AL

For seniors needing help with daily tasks but not full-time nursing.

IL

For self-sufficient seniors seeking community and minimal assistance.

MC

Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.

Newport Beach
160
Yes
85
VSL GP II LLC, GP OF VAOC NEWPORT PLAZA LP; ATRIA
71.9%
Studio / Suite / 1 Bed / 2 Bed
Atria Encino Terrace
AL

For seniors needing help with daily tasks but not full-time nursing.

IL

For self-sufficient seniors seeking community and minimal assistance.

MC

Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.

SNF

24/7 care needed

Encino
85
Yes
81
ASLO GP, ENCINO HILLS OPCO. LP;ENCINO TERRACE, LLC
49.4%
-
Palm Court by Cogir
AL

For seniors needing help with daily tasks but not full-time nursing.

IL

For self-sufficient seniors seeking community and minimal assistance.

MC

Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.

SNF

24/7 care needed

Culver City
-
Yes
93
-
-
Studio / 1 Bed / 2 Bed
Merrill Gardens at Monterey
AL

For seniors needing help with daily tasks but not full-time nursing.

IL

For self-sufficient seniors seeking community and minimal assistance.

MC

Specialized care for those with Memory Loss, Alzheimer's, or dementia, ensuring safety and support.

Monterey
150
Yes
53
MERRILL GARDENS AT MONTEREY; MERRILL GARDENS LLC
100.0%
-
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Guides for Better Senior Living

From costs to care, explore the most important topics to make informed decisions about your future.

Claim What’s Yours: Financial Aid for California Seniors

Program
State Program Name
Eligibility
Benefits
Multipurpose Senior Services Program
MSSP (Medi-Cal Waiver)
  • General: Age 65+, California resident, Medi-Cal eligible, nursing home risk.
  • Income Limits (2025): ~$2,829/month (300% FBR, individual).
  • Asset Limits: $2,000 (individual), $3,000 (couple).
  • CA Specifics: County-managed; waitlists possible.
  • Services: In-home support (4-6 hours/day), respite care (14 days/year), meals (~$6/meal), transportation (8 trips/month), care management.
In-Home Supportive Services (IHSS)
  • General: Age 65+, California resident, Medicaid-eligible or low-income.
  • Income Limits: ~$1,732/month (individual, Medi-Cal threshold).
  • Asset Limits: $2,000 (individual).
  • CA Specifics: Can hire family as caregivers.
  • Services: Personal care (up to 283 hours/month), homemaker services, respite (varies).
Multipurpose Senior Services Program (MSSP)
  • General: Age 65+, California resident, Medi-Cal-eligible, nursing home-eligible but community-capable.
  • Income Limits: ~$2,829/month (300% FBR, individual).
  • Asset Limits: $2,000 (individual).
  • CA Specifics: Available in 38 counties; waitlists common.
  • Services: Case management, respite care (up to 10 days/year), minor home mods (avg. $500), adult day care (~$50/day).
Property Tax Postponement Program (PTP)
  • General: Age 62+, California resident, own and live in home, 40% equity.
  • Income Limits (2025): ~$51,500/year (household, adjusted annually).
  • Asset Limits: Equity-based; no strict asset cap.
  • CA Specifics: Deferred taxes accrue interest (5% as of 2024); repaid upon sale/death.
  • Services: Property tax deferral (avg. $1,000-$3,000/year, varies by county).
Assisted Living Waiver (ALW)
CA ALW
  • General: Age 65+ or disabled, California resident, Medi-Cal-eligible, nursing home-eligible.
  • Income Limits: ~$2,829/month (300% FBR, individual).
  • Asset Limits: $2,000 (individual).
  • CA Specifics: Available in 15 counties (e.g., LA, Sacramento); waitlists common.
  • Services: Personal care in ALFs (5-7 hours/day), medication management, social services.
California CARES Program
CA CARES
  • General: Caregivers of California residents 60+ needing help with 3+ daily activities; no caregiver age limit.
  • Income Limits: No strict limit; cost-sharing above ~$2,500/month threshold.
  • Asset Limits: Not applicable; need-based.
  • CA Specifics: High demand in urban areas; complements IHSS respite.
  • Services: Respite care (up to 10 days/year), counseling (4-6 sessions/year), training (2-3 workshops/year), supplies (~$200/year).
Low-Income Home Energy Assistance Program (LIHEAP)
  • General: Age 60+ priority, California resident, low-income, utility/heating need.
  • Income Limits (2025): ~$2,510/month (200% of poverty level, individual).
  • Asset Limits: Not applicable; income-focused.
  • CA Specifics: High demand in inland/coastal extremes; weatherization capped at $5,000/home.
  • Services: Utility payments (avg. $500-$1,000/year), weatherization (e.g., insulation, avg. $1,000-$3,000 savings).

Claim What’s Yours Financial Aid for California Seniors

MSSP (Medi-Cal Waiver)

Multipurpose Senior Services Program

Requirements:
  • General:
    Age 65+, California resident, Medi-Cal eligible, nursing home risk.
  • Income Limits (2025):
    ~$2,829/month (300% FBR, individual).
  • Asset Limits:
    $2,000 (individual), $3,000 (couple).
  • CA Specifics:
    County-managed; waitlists possible.
Benefits without Contact:
  • Services: In-home support (4-6 hours/day), respite care (14 days/year), meals (~$6/meal), transportation (8 trips/month), care management.
California IHSS

In-Home Supportive Services (IHSS)

Requirements:
  • General:
    Age 65+, California resident, Medicaid-eligible or low-income.
  • Income Limits:
    ~$1,732/month (individual, Medi-Cal threshold).
  • Asset Limits:
    $2,000 (individual).
  • CA Specifics:
    Can hire family as caregivers.
Benefits without Contact:
  • Services: Personal care (up to 283 hours/month), homemaker services, respite (varies).
CA MSSP

Multipurpose Senior Services Program (MSSP)

Requirements:
  • General:
    Age 65+, California resident, Medi-Cal-eligible, nursing home-eligible but community-capable.
  • Income Limits:
    ~$2,829/month (300% FBR, individual).
  • Asset Limits:
    $2,000 (individual).
  • CA Specifics:
    Available in 38 counties; waitlists common.
Benefits without Contact:
  • Services: Case management, respite care (up to 10 days/year), minor home mods (avg. $500), adult day care (~$50/day).
CA PTP

Property Tax Postponement Program (PTP)

Requirements:
  • General:
    Age 62+, California resident, own and live in home, 40% equity.
  • Income Limits (2025):
    ~$51,500/year (household, adjusted annually).
  • Asset Limits:
    Equity-based; no strict asset cap.
  • CA Specifics:
    Deferred taxes accrue interest (5% as of 2024); repaid upon sale/death.
Benefits without Contact:
  • Services: Property tax deferral (avg. $1,000-$3,000/year, varies by county).
CA ALW

Assisted Living Waiver (ALW)

Requirements:
  • General:
    Age 65+ or disabled, California resident, Medi-Cal-eligible, nursing home-eligible.
  • Income Limits:
    ~$2,829/month (300% FBR, individual).
  • Asset Limits:
    $2,000 (individual).
  • CA Specifics:
    Available in 15 counties (e.g., LA, Sacramento); waitlists common.
Benefits without Contact:
  • Services: Personal care in ALFs (5-7 hours/day), medication management, social services.
CA CARES

California CARES Program

Requirements:
  • General:
    Caregivers of California residents 60+ needing help with 3+ daily activities; no caregiver age limit.
  • Income Limits:
    No strict limit; cost-sharing above ~$2,500/month threshold.
  • Asset Limits:
    Not applicable; need-based.
  • CA Specifics:
    High demand in urban areas; complements IHSS respite.
Benefits without Contact:
  • Services: Respite care (up to 10 days/year), counseling (4-6 sessions/year), training (2-3 workshops/year), supplies (~$200/year).
CA LIHEAP

Low-Income Home Energy Assistance Program (LIHEAP)

Requirements:
  • General:
    Age 60+ priority, California resident, low-income, utility/heating need.
  • Income Limits (2025):
    ~$2,510/month (200% of poverty level, individual).
  • Asset Limits:
    Not applicable; income-focused.
  • CA Specifics:
    High demand in inland/coastal extremes; weatherization capped at $5,000/home.
Benefits without Contact:
  • Services: Utility payments (avg. $500-$1,000/year), weatherization (e.g., insulation, avg. $1,000-$3,000 savings).

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