Balance Assisted Living And Memory Care is a residential care home for the elderly (RCFE) in Lodi, San Joaquin County, California — state license #392701388, licensed for 136 residents, listed as licensed in the CDSS record we retrieved August 2, 2026. It does not appear on the DHCS Assisted Living Waiver participant list checked August 9, 2026 — that list covers the state waiver only, not a home's own payment arrangements. California has 29 dated inspection and complaint documents on file for this home going back to 2024, the most recent dated May 13, 2026 — published below in full, verbatim and unscored.
No photo of this home is on file — we show real, attributed images only, never a stock photo of someone else’s building.
Since 2024, the state has visited this home 37 times and filed 29 documents. The most recent is a complaint investigation report, dated May 13, 2026.
The state's published file for this home includes 9 documents with transcribed findings, dated April 8, 2025 to December 26, 2025. 9 of the 9 carry the state's recorded outcome word: “Substantiated” (5), “Unfounded” (1), “Unsubstantiated” (3). 9 include the transcribed allegation the state investigated, word for word.
Summary composed by computer from the 9 documents below — every count derives from them, and the documents themselves are the state's records, verbatim. We never grade, score, or color a record.
What the state’s words mean
May 13, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
May 13, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
May 11, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Apr 23, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 27, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 27, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 27, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 27, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 27, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Mar 2, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Jan 15, 2026Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Dec 26, 2025Substantiated
Allegation investigated: Staff do not ensure that the facility is free of pests.
**This report was ammended to mark the finding as public instead of confidential** Licensing Program Analyst, LPA, Noel Wolf Petersen arrived unannounced to the facility to conduct a investigation in to the above allegation. LPA met with Mery-lyn Otero to explain the purpose of the visit. LPA observed bugs in the facility, a spider in the lobby and a small flightless bug caught by a resident. The immedate surrounding area where the insect was caught has some areas where bugs could reproduce and feed, cat food dishes, water bowls, bags of alluminium cans, ciggarete waste receptical. The kitchen and garbage cans appeared not to be a source of the insects. LPA conducted interviews of the 2 facility staff and 3 residents, LPA collected the health evaluations for one resident. In interviews mixed representation of the insects exists, in two cases the residents took pictures and made observations of actual insects, amongs many pictures and observations of dust, lint, carpet balls, and paintthe state’s words, verbatim · CDSS document, Dec 26, 2025 · control 27-AS-20251224083630
Dec 12, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Nov 17, 2025Unfounded
Allegation investigated: Facility failed to supervise resdients resulting in sexual assault. Facility failed to meet residents needs resulting in multiple falls and broken shoulder.
On11-17-2025, Licensing Program Analyst (LPA) Kesha Lewis arrived unannounced to deliver findings for the complaint allegations noted above. LPA met with Administrator Rachelle Reyes and explained the purpose of the visit. Allegation 1 Facility failed to supervise residents resulting in sexual assault The department investigated the above allegation and determined the allegation to be UNFOUNDED based on interview with the R1 who denies the allegation occurred. Also, multiple staff interviews who did not report concerning behaviors between R1 and R2. Also, R2 had no recollection of who R1 was. Allegation 2 Facility failed to meet residents’ needs resulting in multiple falls and broken shoulder. The department investigated the above allegation and determined the allegation to be UNFOUNDED. According to the allegation received, R# sustained multiple falls resulting in a broken shoulder however, during the course of the investigation it was determined resident R3 sustained a fracture whichthe state’s words, verbatim · CDSS document, Nov 17, 2025 · control 27-AS-20250604161942
Oct 29, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Oct 10, 2025Unsubstantiated
Allegation investigated: Facility staff are mismanaging resident’s medications
On 10-10-2025 at 10:25am, Licensing Program Analyst (LPA) Michael Bilger arrived unannounced to deliver findings for the allegation noted above. LPA met with Administrator Rachelle Reyes and explained the purpose of the visit. During this investigation, LPA conducted interviews with five staff members and reviewed medication log sheets for resident1 (R1), as well as additional photographic evidence submitted. Additionally, LPA conducted a facility observation. Allegation: Facility staff are mismanaging resident’s medication. Complainant alleges facility staff are mismanaging medication for R1. Based on interview and record reviews as noted above, it was indicated that R1 has been receiving prescribed medication based on physician orders consistently with exception of R1’s refusal of medication and R1’s exercising of resident’s right of refusal. Facility observation did not reveal instances of medication mismanagement, and interviews did not result in corroborated statements of medicatithe state’s words, verbatim · CDSS document, Oct 10, 2025 · control 27-AS-20250729152109
Oct 10, 2025Unsubstantiated
Allegation investigated: Resident sustained unexplained injury while in care
On 10-10-2025 at 12:30pm, Licensing Program Analyst (LPA) Michael Bilger arrived unannounced to continue investigation and deliver findings for the above allegation. LPA met with Administrator Rachelle Reyes and explained the purpose of the visit. During this investigation, LPA conducted interviews with five staff members, and reviewed facility file documentation including employee schedules, actual hours worked, incident reports, facility care notes, hospital discharge paperwork, and reporting protocols. Allegation: Resident sustained unexplained injury while in care. LPA conducted interviews and record reviews as noted above. Based on interviews and record reviews, it was revealed that on or about 7-26-2025, resident1 (R1) sustained a fall outside his room at approximately 1:55pm. As a result of this fall, R1 sustained a possible sacral fracture. A review of caregiver schedule and actual hours worked on this day and time revealed all scheduled staff members were on duty. Care notes rthe state’s words, verbatim · CDSS document, Oct 10, 2025 · control 27-AS-20250814084722
Oct 7, 2025Substantiated
Allegation investigated: Facility failed to administer medications.
On 10/07/2025, Licensing Program Analyst (LPA) Kesha Lewis arirved unannounced to continue the complaint investagation. R1 moved out of the facility on 6/18/2025, and was amitted on 4/30/2025. R1 required inslin and was unable to administer the medication on their own. LPA reviewed R1's 602, needs and service plan and the medication adminstration recordss from addmission to move out. Based on records reviewed and interview with staff the allegation Facility failed to administer medications is SUBSTANTIATED. R1 was givin an inslin injection by staff. There are also days the facility did not have medication for R1. A finding that the complaint is substantiated means that the allegation is valid because the preponderance of the evidence standard has been met. see 9099D page... Exit interveiw and copy of report and appeal rights given. Substantiatedthe state’s words, verbatim · CDSS document, Oct 7, 2025 · control 27-AS-20250604161942
Sep 24, 2025Substantiated
Allegation investigated: Facility failed to meet incontinence needs.
On 09/24/2025, Licensing Program Analyst (LPA) Kesha Lewis arirved unannounced to continue the complaint investagation. Based on observation by LPM during another visit to the facility on 08/28/2025 the allegation the Facility failed to meet incontinence needs is SUBSTANTIATED. The hall in the memory care section of the facility is malodorous. This was cited in the case managment on 08/28/2025. As a result, this allegation is SUBSTANTIATED. A finding that the complaint is substantiated means that the allegation is valid because the preponderance of the evidence standard has been met. Exit inter and copy of the report given to RACHELLE REYES. Substantiatedthe state’s words, verbatim · CDSS document, Sep 24, 2025 · control 27-AS-20250604161942
Aug 28, 2025Substantiated
Allegation investigated: Facility staff do not ensure resident room is clean Facility staff do not ensure resident hygiene needs are met Facility staff do not ensure that the resident bed is working Facility staff denied residents going on outings
On 8-28-25 at 10:00am, Licensing Program Analyst (LPA) Michael Bilger and Licensing Program Manager (LPM) Liza King arrived unannounced to deliver findings for the allegations noted above. LPA met with licensee designee Merylyn Oltero and explained the purpose of the visit. During this investigation, LPA conducted interview with five staff members. Additionally, LPA conducted facility observations on 8-6-25 and 8-28-25. LPA also reviewed additional written evidence as part of this investigation. Allegation: Facility staff does not ensure resident room is clean. LPA conducted interviews and observations as noted above. Based on observation on 8-28-25, it was revealed that room #14 contained feces on bed and floor. Additionally, based on interviews conducted, it was revealed that staff required to maintain cleanliness of rooms were not performing adequate diligence in regards to maintaining clean room within facility. As a result, the preponderance of evidence standard is met, and this athe state’s words, verbatim · CDSS document, Aug 28, 2025 · control 27-AS-20250729152109
Aug 28, 2025Substantiated
Allegation investigated: Facility failed to provide comfortable temperature Facility failed to provide Windows and sliders that are operable
Licensing Program Analyst (LPA) Michael Bilger and Licensing Program Manager (LPM) Liza King arrived unannounced to conduct facility observations and interviews regarding the above allegations. We were met by licensee designee Merilyn Otero and explained the purpose of our visit. During a facility visit conducted by LPA Renee Campbell on 06/05/25 and todays subsequent visit, it has beeeen confirmed by interview withh the Administrator and documentation receieved includeing repair invoices that the AC stopped working for room #’s, 1, 3, 4, 5 and 7. No IR was submitted at the time. (Administrator wrote an IR upon LPA Campbell's request during this visit.) Residents went without AC between May 21, 2025 and June 03, 2025 when portable AC’s arrived. During the period they didn’t have AC, staff checked on residents every two hours and inquired if they felt comfortable. It residents expressed feeling hot, fans were provided. Cont. Substantiatedthe state’s words, verbatim · CDSS document, Aug 28, 2025 · control 27-AS-20250604161942
Aug 19, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Jul 7, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
May 6, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Apr 8, 2025Unsubstantiated
Allegation investigated: Facility not following covid protocols No hot water in mens bathroom in hallway Inadequate emergency food supply
On 4/8/2025 at 10:01am, Licensing Program Analysts (LPAs) Michael Bilger and Noel Wolf Petersen arrived unannounced to deliver findings for the allegations noted above. LPA met with Administrator Rachelle Reyes and explained the purpose of the visit. During this investigation, LPA conducted interviews with nine staff members, three residents in care, and conducted observations on 1-17-2025 and 4-8-2025 within the memory care unit of facility, assisted living, and kitchen area. Additionally, LPA reviewed facility documentation including facility menus and facility’s infection control policy and procedures. Allegation: Facility not following covid protocols. LPA conducted interviews, record reviews, and observations as noted above. Based on interviews and observation it was revealed that facility had previously experienced a covid outbreak in the memory care unit and assisted living section which was reported to licensing department. It was further revealed that facility engaged in covidthe state’s words, verbatim · CDSS document, Apr 8, 2025 · control 27-AS-20250113134019
Apr 8, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Apr 8, 2025Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Dec 20, 2024Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Dec 19, 2024Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Aug 20, 2024Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Jun 21, 2024Report on file
Report on file with the state — no findings text was published for this visit. The complete document is on the state’s site.
Year-by-year trend
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Is Balance Assisted Living And Memory Care licensed?
Yes — Balance Assisted Living And Memory Care is a licensed residential care home for the elderly (RCFE) in Lodi (San Joaquin County): California license #392701388, shown as licensed in the CDSS state record checked August 2, 2026, licensed for 136 residents. State records list 29 inspection and complaint documents since 2024; the most recent, a complaint investigation report dated May 13, 2026, appears in the inspection record on this page.
Can Balance Assisted Living And Memory Care care for dementia, hospice, bedridden, or non-ambulatory residents?
From the CDSS license record, checked August 2, 2026.
The CDSS license record checked August 2, 2026 lists Balance Assisted Living And Memory Care with clearances for wheelchair / non-ambulatory, dementia / memory care, hospice care, and bedridden. Clearances describe what the license permits, not day-to-day staffing — confirm current scope and availability with the home directly on a tour.
From the California state record. Some approvals are bed- or room-specific — always confirm current scope with the facility.
What the state record says, word for word
Verbatim, from the CDSS license recordAGE RANGE 60 AND OVER. FIRE CLEARANCE APPROVED FOR 136 NON-AMBULATORY WHERE 30 CAN BE BEDRIDDEN IN ANY ROOM. APPROVED FOR (5) DELAYED EGRESS DOORS. WAIVER/GRATNED FOR HOSPICE CARE FOR 30 RESIDENTS. DEMENTIA AND BEDRIDDEN PLAN SUBMITTED.
How much does Balance Assisted Living And Memory Care cost?
California's public licensing record does not include Balance Assisted Living And Memory Care's monthly price, so we never show or estimate one for a specific home. As county-level context only, assisted living in San Joaquin County typically runs $3,500–$5,500/mo and small board-and-care homes $3,000–$5,000/mo (market research compiled June 2026 — ranges, not quotes; California's 2026 SSI/SSP board-and-care payment standard is $1,626.07/month, of which $1,444.07 is the room-and-board portion paid to the home). Ask the home for its own rate sheet and what the base rate includes — or use the cost section at the top of this page.
Does Balance Assisted Living And Memory Care accept Medi-Cal or the Assisted Living Waiver?
Balance Assisted Living And Memory Care is not in the DHCS Assisted Living Waiver participant record we checked August 9, 2026 — that list covers only the state's ALW program, not a home's own payment policies, so ask the home directly about private Medi-Cal arrangements. The waiver pays for assisted-living care services (not room and board) at participating homes; every DHCS-listed home appears on our statewide Medi-Cal page.
Assisted living on Medi-Cal in California →See the DHCS list →
72 of 136 beds occupied (53%) when the state visited on December 26, 2025. Availability changes constantly — confirm a current opening with the home.
What do state inspections show for Balance Assisted Living And Memory Care?
Verbatim from CDSS complaint-investigation reports — the state's own words, never summarized by us. Record checked August 2, 2026.
The CDSS state record checked August 2, 2026 lists 37 state visits and 29 dated documents since 2024 for Balance Assisted Living And Memory Care; 9 complaint-investigation narratives are transcribed verbatim below. The most recent, dated December 26, 2025, records an allegation the state marked “Substantiated”. Open any entry to read the state's full finding, word for word.
Most licensed homes receive some findings over 36 months; what matters is what was found and whether it was corrected. Counts here are shown compared with homes of similar size, and the state's own words appear in full below.
2025
Transcribed from CDSS complaint-investigation reports · record checked August 2, 2026.
What the state has logged
California has logged 37 state visits for this home as of August 2, 2026. These are the home's own counts, straight from that record — shown beside the statewide median for larger communities (16+ beds), computed across all 1,244 licensed homes of that size, because larger and longer-licensed homes naturally accumulate more visits and reports. They are facts, not a grade — a citation may be minor and since corrected, and an “unsubstantiated” complaint is not a finding of wrongdoing.
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