Balance Assisted Living and Memory Care
A residential care facility for the elderly in Lodi, California 95240
1321 S. Fairmont Avenue, Lodi, California 95240. (209) 334-3436.
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The short answer
Record last released by California Department of Social Services on Nov 1, 2026.
- 44 citations in the state’s file, about five years Middle in San Joaquin County: 8.5
- 28 Type A citations, the most serious kind (needs attention)
- 13of 37 complaint allegations substantiated
- 136 residents, its licensed capacity
Each figure’s source sits beside it, in its section below.
What these words mean6
- Inspection (survey)
- A visit by state inspectors, often unannounced, who check a place against the rules it must meet. For nursing homes and other places Medicare pays, CMS calls these visits surveys: a standard survey of a nursing home comes at least every 15 months, and a complaint survey whenever a complaint calls for one. Source: CMS; 42 CFR 488.308.
- Deficiency, citation, violation
- What inspectors write up when a place didn’t meet a rule: the rule, what they saw, and when. CMS calls it a deficiency; states may say citation or violation. It is the inspectors’ finding, not a court’s, and the place is usually asked for a plan to correct it. Source: CMS, statement of deficiencies (Form CMS-2567); each state’s licensing agency.
- Type A and Type B citations
- California grades each citation by risk. Type A, the most serious, is a violation that poses an immediate risk to residents’ health, safety or personal rights. Type B is one that could become that risk if it isn’t corrected. Source: California Department of Social Services, Community Care Licensing Division.
- Substantiated complaint
- A complaint allegation the state investigated and found true: the evidence showed it more likely than not happened. Inconclusive means the evidence couldn’t show it either way. Neither inconclusive nor unsubstantiated proves it didn’t happen. Source: California Department of Social Services, complaint findings; each state’s licensing agency.
- Licence status
- Whether the state’s licence lets the place operate now, in the state’s own words: licensed, on probation (allowed to keep operating on conditions, after problems), provisional, pending or expired. Source: Each state’s licensing agency.
- Capacity
- The most people the licence or certification lets the place care for at once: residents, children, beds or apartments, as the state counts them. It isn’t how many are there now. Source: Each state’s licensing agency.
What did inspectors find?
44 citations in the state’s file, about five years
The middle of the 40 facilities of this kind in San Joaquin County had 8.5.
43 visits on record since Jun 21, 2024: 1 inspection, 22 complaint visits and 20 other visits; the latest on Sep 24, 2026.
28 Type A citations, the most serious kind
CDSS issues Type A citations for the most serious violations: an immediate risk to the health, safety or personal rights of those in care.
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
When those citations happened
44 citations in 11 months of the last 36. Last cited Oct 2026. The last 3 years, to Nov 5, 2026.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | Dec | |||||||||||
| 2024 | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2025 | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov |
Hover or focus a month to read it.
Hearth Record drew this from the dates and levels in the source’s own records.
44 citations on record
The state’s file lists each rule cited by number, with the date its correction was due, but not what inspectors found.
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
| Rule cited | Correction due |
|---|---|
87309(c) | Oct 2, 2026 |
87506(a) | Oct 2, 2026 |
87411(a) | Oct 2, 2026 |
87211(a) | Oct 2, 2026 |
87405 | Oct 2, 2026 |
87465(a)(4) | Sep 25, 2026 |
87465(g) | Sep 25, 2026 |
87203 | Sep 25, 2026 |
1569.655 | Jul 19, 2026 |
87213 | May 25, 2026 |
87405 | May 25, 2026 |
87205 | May 25, 2026 |
87224(d) | Apr 3, 2026 |
87303 | Apr 3, 2026 |
87309(a) | Mar 31, 2026 |
87309(b) | Mar 31, 2026 |
87463(g) | Mar 31, 2026 |
87465(a)(4) | Mar 31, 2026 |
87468.1 | Mar 31, 2026 |
87307(a)(3)(D) | Mar 31, 2026 |
87608(5)(B) | Mar 31, 2026 |
87303 | Mar 27, 2026 |
87618(b) | Mar 27, 2026 |
873099(a) | Jan 20, 2026 |
87303 | Jan 20, 2026 |
87303(e)(2) | Jan 16, 2026 |
80087 | Jan 2, 2026 |
87628(a) | Oct 8, 2025 |
87463(3) | Sep 26, 2025 |
87303(a) | Sep 11, 2025 |
87468.1(a)(1) | Sep 11, 2025 |
87555 | Sep 11, 2025 |
87468.1(a)(2) | Sep 4, 2025 |
87609(b)(2) | Sep 3, 2025 |
87465(a)(4) | Sep 3, 2025 |
87463(c)1-3 | Sep 3, 2025 |
1569.2 | Sep 3, 2025 |
87463(b) | Aug 29, 2025 |
87613(b)(3)(E) | Aug 29, 2025 |
87303(a) | Aug 29, 2025 |
87307(a)(3) | Aug 29, 2025 |
87705(f)(5) | Aug 29, 2025 |
87309 | Aug 28, 2025 |
87207 | Jul 8, 2025 |
All 43 visits on record
| Date | Visit | What the record says |
|---|---|---|
| Sep 24, 2026 | Other visit | Result not in CDSS’s file |
| Sep 24, 2026 | Other visit | Result not in CDSS’s file |
| Aug 24, 2026 | Other visit | Result not in CDSS’s file |
| Aug 24, 2026 | Complaint visit | Result not in CDSS’s file |
| Jul 16, 2026 | Complaint visit | Result not in CDSS’s file |
| Jul 16, 2026 | Complaint visit | Result not in CDSS’s file |
| May 13, 2026 | Complaint visit | Result not in CDSS’s file |
| May 13, 2026 | Complaint visit | Result not in CDSS’s file |
| May 11, 2026 | Other visit | Result not in CDSS’s file |
| Apr 23, 2026 | Other visit | Result not in CDSS’s file |
| Mar 27, 2026 | Other visit | Result not in CDSS’s file |
| Mar 27, 2026 | Complaint visit | Result not in CDSS’s file |
| Mar 27, 2026 | Complaint visit | Result not in CDSS’s file |
| Mar 27, 2026 | Complaint visit | Result not in CDSS’s file |
| Mar 27, 2026 | Complaint visit | Result not in CDSS’s file |
| Mar 27, 2026 | Complaint visit | Result not in CDSS’s file |
| Mar 2, 2026 | Other visit | Result not in CDSS’s file |
| Jan 15, 2026 | Inspection | Result not in CDSS’s file |
| Dec 26, 2025 | Complaint visit | Result not in CDSS’s file |
| Dec 12, 2025 | Other visit | Result not in CDSS’s file |
| Nov 17, 2025 | Complaint visit | Result not in CDSS’s file |
| Nov 17, 2025 | Complaint visit | Result not in CDSS’s file |
| Oct 29, 2025 | Other visit | Result not in CDSS’s file |
| Oct 10, 2025 | Complaint visit | Result not in CDSS’s file |
| Oct 10, 2025 | Complaint visit | Result not in CDSS’s file |
| Oct 7, 2025 | Complaint visit | Result not in CDSS’s file |
| Sep 24, 2025 | Other visit | Result not in CDSS’s file |
| Sep 24, 2025 | Complaint visit | Result not in CDSS’s file |
| Aug 28, 2025 | Other visit | Result not in CDSS’s file |
| Aug 28, 2025 | Complaint visit | Result not in CDSS’s file |
| Aug 28, 2025 | Complaint visit | Result not in CDSS’s file |
| Aug 28, 2025 | Complaint visit | Result not in CDSS’s file |
| Aug 28, 2025 | Complaint visit | Result not in CDSS’s file |
| Aug 19, 2025 | Other visit | Result not in CDSS’s file |
| Jul 7, 2025 | Other visit | Result not in CDSS’s file |
| May 6, 2025 | Other visit | Result not in CDSS’s file |
| Apr 8, 2025 | Other visit | Result not in CDSS’s file |
| Apr 8, 2025 | Other visit | Result not in CDSS’s file |
| Apr 8, 2025 | Complaint visit | Result not in CDSS’s file |
| Dec 20, 2024 | Other visit | Result not in CDSS’s file |
| Dec 19, 2024 | Other visit | Result not in CDSS’s file |
| Aug 20, 2024 | Other visit | Result not in CDSS’s file |
| Jun 21, 2024 | Other visit | Result not in CDSS’s file |
Is it licensed?
- Residential care facility for the elderly (assisted living), licensed by California’s Department of Social Services since Jan 2, 2025 for 136 residents.
- Not Whether the state’s licence lets the place operate now, in the state’s own words: licensed, on probation (allowed to keep operating on conditions, after problems), provisional, pending or expired. Source: Each state’s licensing agency..
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
Were complaints proven?
- 13 of 37 complaint allegations CDSS investigated were substantiated (substantiated means CDSS found a preponderance of evidence that the violation occurred); 21 were unsubstantiated and 3 unfounded.
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
| Date | What | Detail |
|---|---|---|
| Jul 20, 2026 | Substantiated complaint | 1 of 5 allegations substantiated; 1 Type B citation. |
| Jun 15, 2026 | Substantiated complaint | 1 of 1 allegation substantiated; 3 Type A citations. |
| Apr 23, 2026 | Substantiated complaint | 1 of 1 allegation substantiated; 1 Type B citation. |
| Apr 23, 2026 | Substantiated complaint | 1 of 3 allegations substantiated; 1 Type B citation. |
| Jan 26, 2026 | Substantiated complaint | 1 of 1 allegation substantiated; 1 Type B citation. |
| Nov 24, 2025 | Substantiated complaint | 4 of 7 allegations substantiated; 1 Type A and 1 Type B citations. |
| Oct 28, 2025 | Substantiated complaint | 4 of 6 allegations substantiated; 4 Type B citations. |
Who does the caring?
- California doesn’t publish staffing levels for these facilities.
Who holds the licence?
- Iris VND Partners LLC/Premier Sr Living Mgmt LLC holds the licence.
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
How is it rated?
- California doesn’t publish quality ratings for these facilities.
How does it compare nearby?
- Among 40 facilities of this kind in San Joaquin County, the middle value for citations in CDSS’s file (about five years) was 8.5; this one had 44.
California Department of Social Services, state data file for elderly residential care. Released Nov 1, 2026. Updated weekly.
| Place | Citations, about 5 years |
|---|---|
| Optimum Senior Care Home | 2 |
| Oakmont of Lodi | 25 |
| Balance Assisted Living and Memory Care This assisted living facility | 44 |
| Arbor Place | 0 |
| River Fountains of Lodi | 4 |
| Golden Pine Guest Home | 4 |
| Golden Haven | 1 |
| Beth Haven | 6 |
| O’connor Woods Assisted Living | 1 |
| Golden Acres Home and Care | 15 |
| Delta at the Sherwoods | 8 |
| The Commons at Union Ranch | 23 |
What the record doesn’t say
- CDSS’s file lists the rules cited by number, without the inspectors’ findings or the visit each came from; the date shown with a citation is the date its correction was due. CDSS’s own record has the reports.
- CDSS’s file covers about the last five years of visits.
- California doesn’t publish staffing levels or quality ratings for these facilities.
Sources
-
California Department of Social Services, Community Care Licensing Division, State data file for elderly residential care (CDSS state data file, dated Nov 1, 2026).
Released Nov 1, 2026 and checked Nov 5, 2026. Updated weekly. Public domain (CDSS Conditions of Use).
If you believe something here is wrong, a correction starts with the agency whose record this copies: California Department of Social Services. California’s own record is on its care facility search. If Hearth Record copied something wrongly, it will fix it and log the correction publicly, with its date: how corrections work.
This copy of the record was made on Nov 5, 2026.
From the facility
The public record above comes first. Anything the facility adds will appear here, below it, and say who wrote it.
Replies
None. Replies aren’t open yet. When they open, the facility will be able to answer any finding for free, and the reply will show beside that finding, unedited and dated.
Paid listing
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