Morningside of Fullerton

Type of visit: Case Management - Incident

On September 25, 2026, Licensing Program Analyst (LPA) Brandon Lopez made an unannounced visit to the facility to conduct a Case Management - Incident inspection. LPA was greeted and granted entry into the facility by staff after explaining the purpose for the visit. Executive Director Christopher Oakeson and Director of Resident Wellness Services Jennifer Gray were present and assisted on today's visit. LPA is conducting the visit to follow up a Death Report that was submitted to the Orange County Regional Office on September 14, 2026. The Death Report described the passing of Resident #1 (R1) while at the hospital. During today's visit, LPA reviewed and obtained pertinent documents for R1 including their Identification sheet, Physician's Report, Appraisals, and relevant Incident Reports. LPA also conducted interviews with two staff during the visit. Based on the observations made, and information gathered during the visit, no deficiencies are being cited per Title 22 of the California Code of Regulations. An exit interview was conducted with Executive Director Christopher Oakeson and Director of Resident Wellness Services Jennifer Gray. A copy of the report was provided at time of visit.the state’s words, verbatim · CDSS document, Sep 25, 2026

Allegation investigated: Licensee does not ensure facility is kept clean, safe, sanitary and in good repair at all times.

On August 7, 2026, Licensing Program Analyst (LPA) Edward Kim conducted a subsequent complaint visit to deliver complaint investigation findings. LPA met with Administrator Christopher Oakeson and explained the purpose of the visit. The investigation consisted of the following. LPA Kim toured the facility. LPA requested and obtained copies of the resident, staff rosters, mold inspection records, and facility maintenance records. LPA requested copies of three residents service records which include Physician’s Report, Appraisal/Needs and Services Plan, admission agreements, facesheets, and other document records. The investigation revealed the following: Continued on LIC9099C Unsubstantiated Allegation: Licensee does not ensure facility is kept clean, safe, sanitary and in good repair at all times. It is alleged that mold was discovered in a resident #1’s (R1) bathroom, mold grown behind R2’s dishwasher, R3’s carpet, and the dining hall after a flood. Based on interviews conducted four out of five residents denied the allegation and three out of three staff denied the allegation. One out of five residents confirmed the allegation. Four residents stated that the facility did a good job maintain the facility is kept clean, safe, sanitary, and good repair. R2 and R3 denied that there was any mold found in any of their rooms or found in the dining room. Four residents and all staff stated that there was no smell or structural issues when the flood in dining area during the time and after the flooding for two to three weeks. R1 stated that there was mold in their bathroom air vent and they have proof that it was never taken care of. S1 stated after the initial mold was found in February 10, 2026, they have had at least four mold inspections that have shown that the bathroom air vent does not have any mold. S1 also stated they had decided when R1 went on vacation to renovate the bathroom, bedroom, and kitchen to ensure that it was mold free and in excellent condition to reside in. R1 and S1 stated after the initial mold findings were reported on February 10, 2026, that R1 was sent to a hotel as they were cleaning and ensuring the mold was removed from the bathroom air vent. S3 stated that the facility does annual checks in each unit HVAC ducts, dryer ducts, and resident restroom ducts to be clear of dust and be in good condition for the good maintenance on equipment and for resident health and safety. Based on observations on April 28, 2026, and August 7, 2026, LPA did not observe any mold in R1’s bathroom, R2’s dishwasher behind, in front, or on the sides, R3’s closet around the floor and carpet, and in the facility dining area. Based on record review, Mold Inspection Services dated on February 10, 2026, stated that mold was found in the Return Air Vent of R1's bathroom. RegasGroup dated February 23, 2026, stated that mold was not above normal background levels and do not present a problem or concern. Mold Inspection Services dated February 27, 2026, stated that the affected bathroom area passes clearance criteria. Charles Taylor Environmental Technical Services stated on May 11, 2026, May 22, 2026, and June 1, 2026, that the bathroom was in acceptable range. Facility maintenance does two checks each year in vents for dryer air Continued on LIC9099C ducts, HVAC ducts, and in the bathroom ducts to maintain working order and for the health and safety for residents. Facility Maintenance dated December 4, 2025, to December 8, 2025, does not note of any mold discovered during the air duct checks. Based on the information gathered, there is no sufficient evidence gathered to corroborate the above allegation. It is determined that there was no mold in R2’s dishwasher area, R3’s closet floor and carpet area, and in the dining hall carpet area. Although mold was found on February 10, 2026, facility provided a safe environment for R1 to stay at a hotel and removed the mold by February 23, 2026, and it was verified by another company on February 27, 2026. The facility responded in a quick manner to handle the issue. They also did additional testing in May 11, 2026, May 22, 2026, and June 1, 2026 to verify there was no mold and renovated the unit. Based on observations, interviews, and records review, LPA did not find sufficient evidence to support the above allegation Licensee does not ensure facility is kept clean, safe, sanitary and in good repair at all times. Although the allegation may have happened or are valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegation is Unsubstantiated. Exit interview was conducted and a copy of the report was provided to Administrator Christopher Oakeson.the state’s words, verbatim · CDSS document, Aug 7, 2026 · control 22-AS-20260421090530

Allegation investigated: Failure to provide resident records

On August 7, 2026, Licensing Program Analyst (LPA) Edward Kim conducted a subsequent complaint visit to deliver complaint investigation findings. LPA met with Administrator Christopher Oakeson and explained the purpose of the visit. The investigation consisted of the following. LPA Kim toured the facility. LPA requested and obtained copies of the resident and staff rosters. LPA requested copies of two residents service records which include Physician’s Report, Appraisal/Needs and Services Plan, admission agreements, facesheets, and other document records. The investigation revealed the following: Continued on LIC9099C Unsubstantiated Allegation: Failure to follow residents approved contract On November 25, 2025, the Department received a complaint alleging, “failure to follow residents approved contract.” The complaint alleges that when the residents (R1 and R2) moved into the community, R1 was placed on a Type A contract, while R2 was denied a Type A contract and instead offered a Type C, fee-for-service contract, with a monthly discount to help offset the required long-term care insurance policy. The complaint alleges that R2 was improperly placed on a Type C contract and that the discount to offset the insurance policy has not been adjusted to keep up with costs. Throughout the course of the investigation the Department conducted interviews and reviewed documentation relevant to the allegation. While reviewing the Residence and Care Agreement (RCA) and residency offer letter for R1 and R2 dated October 20, 2020, it was found that there was an Amendment to the residence and care agreement regarding use of health care center due to pre-existing condition(s) or health history “Type C -Fee for Service Contract” which stated: We recognize that Residents are currently capable of residential living upon initial occupancy. However, Residents and we recognize that R2's health history and/or condition disqualify [them] from participation in the long- term care coverage. WHEREAS, R2 has a disqualifying pre-existing health condition(s) or history; see Physician’s Report for Residential Care Facilities for The Elderly (602A). R1 and R2 signed the amended contract on 10/30/2020 certifying that they were aware of any pre-existing health conditions and agreed to the fee-for-service contract. The residency offer letter reviewed included that there would be a $400 reduction in the monthly fee for R2 but did not indicate that the monthly fee would be readjusted. Based on the documents reviewed and information provided, the Department has determined that the allegation, “Failure to follow residents approved contract,” is unfounded due to the lack of evidence to support the allegation. An exit interview was conducted and a copy of this report was provided to Administrator Christopher Oakeson. Allegation: Failure to provide resident records It Is alleged that the facility did not provide all documentation of the review criteria and process that led to the denial to their contract. It is also alleged the facility claims that no such documentation exists. Based on interviews, one resident confirmed the allegation. One staff denied the allegation. Staff #1 (S1) stated that Resident #1 (R1) requested documentation to understand why the facility would not let R2 have a Type A contract and was placed in Type C Contract. S1 stated that they had provide all necessary requests from R1 and has email correspondence to between themselves (S1) and R1 showing this. S1 also stated that they had met with R1 in person on several occasions during the same time the email correspondence from August 2025 to October 2025. Based on record reviews, email correspondence between R1 and S1 dated, August 5, 2025, to October 7, 2025, about the process and review for R2. R1 made a request for medical documents on September 21, 2025. S1 responded on September 25, 2025, that all documents were provided and shared with R1. R1 responded on September 29, 2025, that the facility did not share all documents. S1 responded in on October 7, 2025, that the facility provided all of R2’s documentation for assessment and review to R1. S1 stated that they could go over the process and remaining questions or concerns. Based on interviews, and records review, LPA did not find sufficient evidence to support the above allegation failure to provide resident records. Although the allegation may have happened or are valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegation is Unsubstantiated. Exit interview was conducted and a copy of the report was provided to Administrator Christopher Oakeson.the state’s words, verbatim · CDSS document, Aug 7, 2026 · control 22-AS-20251125150222

Type of visit: Case Management - Annual Continuation

On November 17, 2025, at 8:00 AM, Licensing Program Analyst (LPA) Edward Kim conducted a continuation visit for a required 1-year annual visit that was started on November 12, 2025. LPA Kim met with Executive Director (ED) Christopher Oakeson and explained the purpose of the visit. LPA Kim conducted an audit of resident files (R1-R30), staff files (S1-S14), and medication and medication administration record. LPA observed nineteen (R1-R19) out of thirty residents did not have an updated reappraisal for 2025. LPA Kim conducted interviews for ten residents and ten staff. A deficiency was cited during this inspection visit according to the California Code of Regulations (Title 22, Division 6, Chapter 8). LPA Kim observed nineteen residents (R1-R19) without an updated reappraisal for 2025. An exit interview was conducted, and a copy of this report, appeal rights, LIC811, LiC811C, LIC811C, and LIC809D were provided to Executive Director Christopher Oakeson.the state’s words, verbatim · CDSS document, Nov 17, 2025

Type of visit: Required - 1 Year

On November 12, 2025, at 8:00 AM, Licensing Program Analyst (LPA) Edward Kim arrived at the facility unannounced for the purpose of conducting the required 1-Year annual evaluation using the CARE Inspection Tool. LPA met with Executive Director (ED) Christopher Oakeson and explained the purpose for the visit. The Residential Care for the Elderly Continuing Care Retirement Community has a building named Mountainside with three stories, Gardenside with four stories, Canyonside with five stories, and fifty-six Villas. There are a total of 326 residential units. Facility is operating within the conditions and limitations specified on the license. LPA conducted a tour of the property with ED Oakeson and observed the facility to be clean and sanitary. LPA observed all common areas. LPA inspected thirty-three resident bedrooms and thirty-three resident bathrooms. The residents' bedrooms were appropriately furnished. Beds and bedding supplies/linens were in good condition and adequate lighting was provided. Residents had sufficient storage space for their personal belongings. Bathrooms were found to be in compliance, clean, and operational. Toxins, disinfectants, and sharps were secured and inaccessible. The swimming pool, the lake, and the front entrance fountain was also secured. LPA observed sufficient two-day supply of perishables and seven-day supply of non-perishable food available in the kitchen. LPA toured the exterior portion of the facility. LPA observed the outdoor area free of obstruction. LPA observed sufficient seating and shading. Facility maintains fire extinguishers which were mounted, charged, and serviced on February 20, 2025. Evaluation Report Continues on LIC 809-C Due to time constraints a continuation inspection will be conducted on a later date: 1) An audit of staff files, 2) An audit of medication and medication administration record, 3) an audit of resident files, and 4) conducting interviews for staff and residents. Based on the observations made during today's visit, no deficiencies are being cited. An exit interview was conducted and a copy of this report was provided to Executive Director Christopher Oakeson.the state’s words, verbatim · CDSS document, Nov 12, 2025

Type of visit: Case Management - Incident

On May 19, 2025, at 8:00 AM, Licensing Program Analyst (LPA) Edward Kim conducted an unannounced Case Management Visit to follow-up on a death report received from the facility. LPA Kim was greeted by Executive Director (ED) Chris Oakeson and LPA Kim explained the purpose of the visit. During today’s visit, LPA conducted a health and safety check, and there were no imminent health/safety concerns observed. Facility maintained at a comfortable temperature for the residents in care. LPA obtained LIC 500, Resident Roster, and R1’s records which includes the Physician’s Report, Emergency Information, Appraisal and Needs/Service Plan, and other pertinent documents. LPA interviewed ED Chris Oakeson, two staff members, and two witnesses. No deficiencies were observed during this visit. An exit interview was conducted, and a copy of this report was provided to the Executive Director Chris Oakeson.the state’s words, verbatim · CDSS document, May 19, 2025

Type of visit: Case Management - Annual Continuation

On November 27, 2024, at 8:00 am, Licensing Program Analysts (LPA) Edward Kim and Eboni Bentley conducted a continuation visit for a required 1-year annual visit that was started on November 19, 2024. LPAs Kim and Bentley were greeted and gained entry to the facility by staff. Executive Director (ED) Christopher Oakeson arrived 8:45 am at the facility. LPAs Kim and Bentley conducted an audit of staff files (S1-S13) and medication and medication administration record that were all in order and complete. LPA Kim conducted staff interviews (S1-S12). LPAs Kim and Bentley observed emergency water in each building, and emergency food and supplies in storage unit 61. LPAs Kim and Bentley observed Emergency Drills are conducted monthly. The First Aid Kit contained all the necessary elements. An exit interview was conducted, and a copy of this report was provided to Christopher Oakeson.the state’s words, verbatim · CDSS document, Nov 27, 2024

The state marks this report as 2 pages; the online copy we transcribed has 1. You can request the full file from the county licensing office.

Type of visit: Required - 1 Year

On November 19, 2024, at 8:10am, Licensing Program Analysts (LPAs) Edward Kim and Eboni Bentley arrived at the facility unannounced for the purpose of conducting the Required 1-Year annual evaluation using the CARE Inspection Tool. LPAs met with Executive Director Christopher Oakeson and explained the reason for the visit. The Residential Care for the Elderly Continuing Care Retirement Community has a building named Mountainside with three stories, Gardenside with four stories, Canyonside with five stories, and fifty-six Villas. Facility is operating within the conditions and limitations specified on the license. LPA conducted a tour of the property with Executive Director Oakeson and observed the facility to be clean and sanitary. LPA observed all common areas. LPA inspected twenty-five resident bedrooms and twenty-five resident bathrooms. The residents' bedrooms were appropriately furnished. Beds and bedding supplies/linens were in good condition and adequate lighting was provided. Residents had sufficient storage space for their personal belongings. Bathrooms were found to be in compliance, clean, and operational. Toxins, disinfectants, and sharps were secured and inaccessible. The swimming pool, the lake, and the front entrance fountain was also secured. LPA observed sufficient two-day supply of perishables and seven-day supply of non-perishable food available in the kitchen. LPA toured the exterior portion of the facility. LPA observed the outdoor area free of obstruction. LPA observed sufficient seating and shading. Facility maintains fire extinguishers which were mounted, charged, and serviced on February 15, 2024. The facility passed the quarterly fire inspection conducted on August 20, 2024. Due to time constraints a continuation inspection will be conducted on a later date: 1) emergency drill log, 2) emergency food, emergency water, and emergency supplies, 3) An audit of staff files, 4) An audit of medication and medication administration record, 5) staff interviews, and 6) an audit of first aid kit. Based on the observations made during today's visit, no deficiencies are being cited. An exit interview was conducted and a copy of this report was provided to Executive Director Christopher Oakeson.the state’s words, verbatim · CDSS document, Nov 19, 2024

The state marks this report as 2 pages; the online copy we transcribed has 1. You can request the full file from the county licensing office.