Assisted Living
Balance Assisted Living and Memory Care
1321 S. Fairmont Avenue, Lodi, CA 95240 · Map
Licensed for 145 residents · IRIS VND PARTNERS LLC/PREMIER SR LIVING MGMT LLC
Balance Assisted Living and Memory Care is a state-licensed assisted living community in Lodi, California. It is licensed for 145 residents. Lilisity publishes no score or ranking for this community; the details below come from the state licensing record.
Prices
This community does not publish its prices.
Area costs
Lilisity’s independent report
What the public record shows
Gathered by Lilisity from state and federal sources. Communities can’t edit this part of the page.
License
Active, 145 residents
RESIDENTIAL CARE ELDERLY 392701388, 392700527, licensed since Jan 2, 2025. Licensee IRIS VND PARTNERS LLC/PREMIER SR LIVING MGMT LLC.
Nearest emergency room
6.9 miles
Adventist Health Lodi Memorial, rated 3 of 5 stars by CMS.
Side by side with nearby communities
The 4 nearest communities that offer assisted living, by straight-line distance. Prices are starting prices each community publishes; we never show estimates.
| Community | Distance | Licensed capacity | Published starting price | License | Inspection citations |
|---|---|---|---|---|---|
| Balance Assisted Living and Memory Care this community | 145 | Not published | Active | 28 Type A, 16 Type B | |
| Better Health Care Home | 0.6 mi | 6 | Not published | Active | 0 Type A, 0 Type B |
| Brookdale Kettleman Lane | 0.8 mi | 56 | $6,385/mo | Active | 9 Type A, 7 Type B |
| Brookdale Lodi | 0.8 mi | 82 | $4,660/mo | Active | 2 Type A, 0 Type B |
| Home Sweet Home | 1.1 mi | 11 | Not published | Active | 0 Type A, 1 Type B |
State inspection record28 Type A, 16 Type B
- Last state visit
- September 24, 2026
- State visits since June 21, 2024
- 25 (including 1 inspection, 13 complaints investigated)
- Type A citations
- 28 immediate risk
- Type B citations
- 16 potential risk if not corrected
- Complaint allegations investigated
- 37: 13 substantiated, 24 not substantiated
- License active since 2025
Citations (44), newest first
- 87309(c) (plan of correction due October 2, 2026): Storage Space and Access. Rules for safely storing cleaning products, poisons, sharp objects, alcohol and other items that could harm residents.
- 87506(a) (plan of correction due October 2, 2026): Resident Records. The community must keep a separate, complete and current record for each resident.
- 87411(a) (plan of correction due October 2, 2026): Personnel Requirements - General. The community must have enough competent staff at all times to meet residents' needs.
- 87211(a) (plan of correction due October 2, 2026): Reporting Requirements. The community must send the state the reports it requires, including written reports within seven days of events such as a resident's death or serious injury.
- 87405 (plan of correction due October 2, 2026): Administrator - Qualifications and Duties. Qualifications and duties of the administrator, who must be certified and be on site enough to manage the community, with a qualified substitute when away.
Show all 8
- 87465(a)(4) (plan of correction due September 25, 2026): Incidental Medical and Dental Care Services. The community must have a plan for residents' medical and dental care and help residents arrange and get to that care.
- 87465(g) (plan of correction due September 25, 2026): Incidental Medical and Dental Care Services. The community must call 911 right away when an injury or other emergency threatens a resident's health.
- 87203 (plan of correction due September 25, 2026): Fire Safety. The community must meet the State Fire Marshal's fire safety rules.
Show all citations (36 more)
- 1569.655 (plan of correction due July 19, 2026): Rate Increases. The community must give 90 days' written notice of rate increases and may not charge lump-sum assessments.
- 87213 (plan of correction due May 25, 2026): Finances. The community must have a financial plan with enough money to cover operating costs, keep financial records, and give financial reports when the state asks.
- 87405 (plan of correction due May 25, 2026): Administrator - Qualifications and Duties. Qualifications and duties of the administrator, who must be certified and be on site enough to manage the community, with a qualified substitute when away.
- 87205 (plan of correction due May 25, 2026): Accountability of Licensee Governing Body. The licensee, including any corporate board, must actively oversee the community's operation.
- 87224(d) (plan of correction due April 3, 2026): Eviction Procedures. Rules for evicting a resident: the allowed reasons, written notice, and reporting the eviction to the state.
Show all 36
- 87303 (plan of correction due April 3, 2026): Maintenance and Operation. Rules for keeping the building clean, safe and in good repair, including room temperature, lighting, water, waste, laundry, emergency lighting and call signal systems.
- 87309(a) (plan of correction due March 31, 2026): Storage Space and Access. Cleaning products, poisons, knives, matches, tools and other dangerous items must be kept in locked storage and not left unattended.
- 87309(b) (plan of correction due March 31, 2026): Storage Space and Access. Rules for safely storing cleaning products, poisons, sharp objects, alcohol and other items that could harm residents.
- 87463(g) (plan of correction due March 31, 2026): Reappraisals. Rules for updating each resident's needs appraisal at least once a year or when their condition changes, and acting on those changes.
- 87465(a)(4) (plan of correction due March 31, 2026): Incidental Medical and Dental Care Services. The community must have a plan for residents' medical and dental care and help residents arrange and get to that care.
- 87468.1 (plan of correction due March 31, 2026): Personal Rights of Residents in All Facilities. Personal rights every resident has, such as dignity, safe accommodations and freedom from abuse, plus protection from discrimination based on sexual orientation, gender identity or HIV status.
- 87307(a)(3)(D) (plan of correction due March 31, 2026): Personal Accommodations and Services. The community must be large enough to give residents comfortable living space and privacy, with common rooms and bedrooms that meet set standards.
- 87608(5)(B) (plan of correction due March 31, 2026): Postural Supports. Rules for when and how postural supports, such as braces or soft ties used for positioning, may be used.
- 87303 (plan of correction due March 27, 2026): Maintenance and Operation. Rules for keeping the building clean, safe and in good repair, including room temperature, lighting, water, waste, laundry, emergency lighting and call signal systems.
- 87618(b) (plan of correction due March 27, 2026): Oxygen Administration - Gas and Liquid. For residents using oxygen, the community must monitor their use of the equipment, ensure skilled help when needed, and follow oxygen safety rules.
- 873099(a) (plan of correction due January 20, 2026): Plain meaning not available; see the state’s report.
- 87303 (plan of correction due January 20, 2026): Maintenance and Operation. Rules for keeping the building clean, safe and in good repair, including room temperature, lighting, water, waste, laundry, emergency lighting and call signal systems.
- 87303(e)(2) (plan of correction due January 16, 2026): Maintenance and Operation. Water and plumbing must be kept safe, including safe hot water temperatures, grab bars, slip-resistant tub and shower floors, and working toilets and sinks.
- 80087 (plan of correction due January 2, 2026): Buildings and Grounds. The building and grounds must be clean, safe, sanitary and in good repair, with walkways kept clear and hazards guarded.
- 87628(a) (plan of correction due October 8, 2025): Diabetes. A resident with diabetes may stay if they can do their own glucose testing and medicine, or a skilled professional does it.
- 87463(3) (plan of correction due September 26, 2025): Reappraisals. Rules for updating each resident's needs appraisal at least once a year or when their condition changes, and acting on those changes.
- 87303(a) (plan of correction due September 11, 2025): Maintenance and Operation. The building must be kept clean, safe, sanitary and in good repair.
- 87468.1(a)(1) (plan of correction due September 11, 2025): Personal Rights of Residents in All Facilities. Lists the basic rights of every resident, including dignity, safe and comfortable accommodations, and freedom from punishment, humiliation and abuse.
- 87555 (plan of correction due September 11, 2025): General Food Service Requirements. Rules for food service, including nutrition, number of meals, snacks, menus and safe food handling.
- 87468.1(a)(2) (plan of correction due September 4, 2025): Personal Rights of Residents in All Facilities. Lists the basic rights of every resident, including dignity, safe and comfortable accommodations, and freedom from punishment, humiliation and abuse.
- 87609(b)(2) (plan of correction due September 3, 2025): Allowable Health Conditions and the Use of Home Health Agencies. Rules for residents who receive incidental medical care from a licensed home health agency.
- 87465(a)(4) (plan of correction due September 3, 2025): Incidental Medical and Dental Care Services. The community must have a plan for residents' medical and dental care and help residents arrange and get to that care.
- 87463(c)1-3 (plan of correction due September 3, 2025): Reappraisals. If a resident's behavior has caused or may cause harm, the community must describe it and its likely triggers in the resident's reappraisal.
- 1569.2 (plan of correction due September 3, 2025): Definitions. Definitions of terms used in the state law for assisted living, such as administrator and care and supervision.
- 87463(b) (plan of correction due August 29, 2025): Reappraisals. Rules for updating each resident's needs appraisal at least once a year or when their condition changes, and acting on those changes.
- 87613(b)(3)(E) (plan of correction due August 29, 2025): General Requirements for Restricted Health Conditions. General rules for caring for residents with restricted health conditions.
- 87303(a) (plan of correction due August 29, 2025): Maintenance and Operation. The building must be kept clean, safe, sanitary and in good repair.
- 87307(a)(3) (plan of correction due August 29, 2025): Personal Accommodations and Services. The community must be large enough to give residents comfortable living space and privacy, with common rooms and bedrooms that meet set standards.
- 87705(f)(5) (plan of correction due August 29, 2025): Care of Persons with Dementia. Communities that lock exterior doors or perimeter gates must get fire clearance approval, make sure staff can unlock them, keep consent documents and give residents space to walk safely.
- 87309 (plan of correction due August 28, 2025): Storage Space and Access. Rules for safely storing cleaning products, poisons, sharp objects, alcohol and other items that could harm residents.
- 87207 (plan of correction due July 8, 2025): False Claims. The community and its staff may not make false or misleading statements about the community or its services.
Plain meanings are our short reading of the rule cited, from the state’s regulation text. The state’s report says what happened.
Complaints with substantiated allegations (date the finding was approved)
- July 20, 2026: 1 substantiated, 4 unsubstantiated, 1 Type B citation
- June 15, 2026: 1 substantiated, 3 Type A citations
- April 23, 2026: 1 substantiated, 1 Type B citation
- April 23, 2026: 1 substantiated, 2 unsubstantiated, 1 Type B citation
- January 26, 2026: 1 substantiated, 1 Type B citation
- November 24, 2025: 4 substantiated, 1 unsubstantiated, 2 unfounded, 1 Type A citation, 1 Type B citation
- October 28, 2025: 4 substantiated, 2 unsubstantiated, 4 Type B citations
Complaints with no substantiated allegation (6)
- August 28, 2026: 1 unfounded
- June 15, 2026: 2 unsubstantiated
- April 23, 2026: 4 unsubstantiated
- April 23, 2026: 2 unsubstantiated
- October 28, 2025: 1 unsubstantiated
- April 15, 2025: 3 unsubstantiated
Every state visit (43)
- September 24, 2026: Other visit (2)
- August 24, 2026: Other visit
- August 24, 2026: Complaint visit
- July 16, 2026: Complaint visit (2)
- May 13, 2026: Complaint visit (2)
Show all 30
- May 11, 2026: Other visit
- April 23, 2026: Other visit
- March 27, 2026: Other visit
- March 27, 2026: Complaint visit (5)
- March 2, 2026: Other visit
- January 15, 2026: Inspection
- December 26, 2025: Complaint visit
- December 12, 2025: Other visit
- November 17, 2025: Complaint visit (2)
- October 29, 2025: Other visit
- October 10, 2025: Complaint visit (2)
- October 7, 2025: Complaint visit
- September 24, 2025: Other visit
- September 24, 2025: Complaint visit
- August 28, 2025: Other visit
- August 28, 2025: Complaint visit (4)
- August 19, 2025: Other visit
- July 7, 2025: Other visit
- May 6, 2025: Other visit
- April 8, 2025: Other visit (2)
- April 8, 2025: Complaint visit
- December 20, 2024: Other visit
- December 19, 2024: Other visit
- August 20, 2024: Other visit
- June 21, 2024: Other visit
Read every report on the state’s site →
Earlier license at this community
- License 392700527, closed January 2, 2025: the state’s records
A new license is issued when a community changes owners or operators. Records under an earlier license may describe a different operator.
What these terms mean
Type A citations are for “the most serious type of violations in which there is an immediate risk to the health, safety or personal rights of those in care,” and are issued “even if the violation is corrected on the spot.”
Type B citations are for “a violation that, if not corrected, may [pose] an immediate risk to the health, safety or personal rights of clients,” such as faulty medical record keeping or staff training.
CCLD: “There is no difference between an inconclusive and an unsubstantiated complaint allegation. Both terms mean that there was no preponderance of evidence to prove that an alleged violation occurred.” Allegations CCLD finds unfounded are also not substantiated.
This community is licensed for 145 residents; larger communities are visited and complained about more often, so read counts with size in mind. Source: California Department of Social Services, Community Care Licensing, data as of September 28, 2026, covering the five years of records the state publishes. The state’s advice: “Never rely on this information alone to make a decision about a facility. Always visit facilities in person.”
License and ownershipActive license, licensee IRIS VND PARTNERS LLC/PREMIER SR LIVING MGMT LLC
- License type
- RESIDENTIAL CARE ELDERLY
- License number
- 392701388, 392700527
- License status
- Active
- Licensed since
- 2025-01-02
- Licensed capacity
- 145
- Licensee
- IRIS VND PARTNERS LLC/PREMIER SR LIVING MGMT LLC
- County
- San Joaquin County
- Administrator
- Monique Chib
Source: California state licensing records (agency listing), retrieved 2026-09-09. Licensing status is a matter of public record; it is not a quality rating.
Administrator name from the California licensing record, as of Sep 9, 2026.
Paying with Medicaid and other programsOn the California list of Medicaid providers (2026)
On the California list of Medicaid providers. Listed as BALANCE ASSISTED LIVING AND MEMORY CARE under Assisted Living Waiver (ALW). (state list, as of Mar 3, 2026)
Being on the list means the community has taken part in the program. Ask whether it has a Medicaid opening now, and how many residents it serves on Medicaid.
How Medicaid pays for care in California
- Assisted Living Waiver (ALW). Medi-Cal can pay for assisted living care services through the Assisted Living Waiver, but only in 15 counties, only for people who need nursing home level care, and there is a waitlist. The resident still pays room and board. (state page)
- Waitlist. The Assisted Living Waiver has a waitlist. DHCS reported 18,365 people on it in December 2025. (source)
Staff pay and workplace safety1 OSHA inspection, 1 violation cited
Federal records about how the employer here treats its staff.
OSHA workplace safety inspections
OSHA inspects workplaces for staff safety, such as lifting, needles, chemicals and workplace violence. It does not inspect resident care.
- Jan 20, 2017: complaint inspection, partial (safety). Case closed May 3, 2017. 1 violation cited (1 other). Penalties: $135 proposed, $135 now. OSHA record. OSHA recorded the employer as The Ashley Place. Matched by street address; the name OSHA recorded differs from the community's.
Details
- Other than serious: Cited rule 3362(G). Penalty $135 proposed, $135 now. To be fixed by Mar 29, 2017.
Source: U.S. Department of Labor OSHA enforcement data, as of Oct 15, 2026, inspections since 2016. Penalties can change while a case is open or contested.
Location and nearby careNearest hospital 6.9 mi, nursing home 0.2 mi, pharmacy 6.8 mi
- Nearest hospital with an emergency room
- Adventist Health Lodi Memorial, Lodi. 6.9 miles away, straight line. CMS overall hospital rating: 3 of 5 stars. Location approximate.
- Nearest Medicare nursing home
- Lodi Nursing & Rehabilitation, Lodi. 0.2 miles away, straight line.
- Nearest home health agency office
- Elixir Home Health Care, Lodi. 0.2 miles away, straight line. Agencies travel to clients, so ask which ones serve this address.
- Nearest pharmacy
- Walgreens. 6.8 miles away, straight line. From OpenStreetMap, which does not list every pharmacy, so one may be closer.
- Area
- USDA classes ZIP code 95240 as metropolitan (metropolitan core).
- Dialysis within 15 miles
- Davita Lodi Dialysis Center, Lodi, 0.4 miles away, straight line (CMS rating 2 of 5 stars)
Davita Tokay Home Dialysis Center Pd, Lodi, 0.7 miles away, straight line (CMS rating 4 of 5 stars)
Davita Tokay Dialysis Center, Lodi, 1.0 mile away, straight line (CMS rating 3 of 5 stars) - Hospice
- 32 Medicare hospices tell CMS they serve ZIP code 95240.
Prohealth Home Care, Inc, office in Stockton, 9.1 miles away, straight line
Hospice Of San Joaquin, office in Stockton, 9.2 miles away, straight line (CMS family survey rating 5 of 5 stars)
Bristol Hospice- Stockton, office in Stockton, 9.6 miles away, straight line (CMS family survey rating 3 of 5 stars) - Nearest geriatric medicine practice
- All Inclusive Medical Services Urgent Care, Inc, Elk Grove. 22.3 miles away, straight line. 1 geriatric medicine doctor listed there.
Distances are straight lines from the community, not driving distance. Hospitals, home health, dialysis, hospice and doctors come from CMS provider data (CMS, hospital list updated Jul 22, 2026). Star ratings are CMS’s own.
Emergency and natural hazard riskFEMA overall risk relatively high; outside FEMA's high-risk flood areas
Public hazard maps for this location. Ask the community about its emergency plan, its generator and where residents would go in an evacuation.
- Flood zone
- Zone X: 0.2% annual chance (500-year) flood area (moderate risk). (FEMA flood map)
- FEMA National Risk Index
- Overall: relatively high. By hazard: inland flooding very high, tornado very low, heat wave relatively moderate, earthquake relatively high. These are FEMA’s ratings for the census tract, compared with tracts nationwide. (FEMA, December 2025)
A flood zone describes the map at this point, not the building's elevation. In an emergency, follow the local emergency management agency.
Questions to ask on a tour10 questions picked for this community from its record
Picked for this community from its record. Ask them in person and write down the answers.
- The state recorded a finding in July 2026. What was it, and how was it fixed?
- The current license dates from 2025. Has the owner or operator changed recently?
- What does the base rate include, and when did rates last go up?
- How many caregivers are on duty during the day and at night?
- What happens if care needs increase? When would someone need to move?
- What fees are charged at move-in?
- How do you tell families about falls, illness or changes?
- How long have the executive director and the head of care been here?
- Who gives medications, and what training do they have?
- For what reasons can a resident be asked to leave?
What we checked12 public sources we searched, with dates
Every public source we searched for this community. “Nothing on record” means we found no record that matched it. A record can be missed when a name or address differs.
| Source | Data as of | What we found |
|---|---|---|
| California Department of Social Services, Community Care Licensing inspection records | Sep 28, 2026 | See above |
| California Medicaid provider list | Mar 3, 2026 | See above |
| U.S. Department of Labor wage and hour cases | Oct 15, 2026 | Nothing on record |
| OSHA workplace safety inspections since 2016 | Oct 15, 2026 | See above |
| FEMA flood map | See above | |
| USDA wildfire risk | Apr 15, 2026 | Not shown: no FEMA wildfire rating of moderate or higher here |
| FEMA National Risk Index | See above | |
| CMS hospitals, home health, dialysis, hospice and doctors; OpenStreetMap pharmacies | See above | |
| HUD Multifamily Properties - Assisted | Jul 6, 2026 | Nothing on record |
| State Veterans Homes (NASVH directory) | Sep 20, 2026 | Nothing on record |
| CMS Hospice - General Information | Aug 19, 2026 | Nothing on record |
| CMS Home Health Care Agencies | May 27, 2026 | Nothing on record |
Common questionsAnswers to 4 questions families ask
What type of care does Balance Assisted Living and Memory Care provide?
Balance Assisted Living and Memory Care is licensed by the state of California for assisted living in Lodi, California. Its licensed capacity is 145 residents.
Does Lilisity rate Balance Assisted Living and Memory Care?
No. We publish state licensing details for Balance Assisted Living and Memory Care but no score, rating, or ranking. Only communities on the Top Communities list or with a Senior Living Alliance Excellence Award, both based on phone-verified resident and family interviews, are ranked.
How much does Balance Assisted Living and Memory Care cost?
Assisted Living in California typically starts at $3,800 to $6,100 a month. Based on 267 communities that publish prices. These are area figures, not this community's price. Balance Assisted Living and Memory Care does not publish its prices.
How do I contact Balance Assisted Living and Memory Care?
Visit Balance Assisted Living and Memory Care at 1321 S. Fairmont Avenue, Lodi, CA 95240.
How Lilisity works. The only scores or rankings Lilisity publishes are the Top Communities list and the Excellence Awards, both built from phone-verified resident and family interviews. Communities can pay Lilisity a flat monthly fee to manage their own listing: photos, prices, contact details, and receiving the inquiries families choose to send them. The fee is the same no matter how many families contact them or move in. Senior Living Alliance, which runs Lilisity, offers the same listing to its member communities as part of their membership; members pay SLA for its resident and family interview program. No community pays Lilisity per inquiry, per referral or per move-in. Payment never changes a testimonial, a rating, or the order of search results. The "Nearby Senior Living Alliance communities" box shows member communities only. How we verify testimonials · How we are paid