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Department of
SOCIAL SERVICES

Community Care Licensing


COMPLAINT INVESTIGATION REPORT

Facility Number: 392701388
Report Date: 05/13/2026
Date Signed: 05/13/2026 10:23:45 AM

Substantiated


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SACRAMENTO SOUTH ASC, 9835 GOETHE ROAD, SUITE 100
SACRAMENTO, CA 95827
This is an official report of an unannounced visit/investigation of a complaint received in our office on
10/16/2025 and conducted by Evaluator Kesha Lewis
COMPLAINT CONTROL NUMBER: 27-AS-20251016123647
FACILITY NAME:BALANCE ASSISTED LIVING AND MEMORY CAREFACILITY NUMBER:
392701388
ADMINISTRATOR:RACHELLE REYESFACILITY TYPE:
740
ADDRESS:1321 S. FAIRMONT AVENUETELEPHONE:
(209) 334-3436
CITY:LODISTATE: CAZIP CODE:
95240
CAPACITY:136CENSUS: 71DATE:
05/13/2026
UNANNOUNCEDTIME BEGAN:
09:00 AM
MET WITH:Monique Prarthana Chib. TIME COMPLETED:
10:30 AM
ALLEGATION(S):
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Facility is not financially solvent
INVESTIGATION FINDINGS:
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LPA Lewis arrived at facility unannounced to deliver findings on the above allegations. LPA explained the reason for the visit to the executive director Monique Prarthana Chib.

The department conducted a solvency audit. Overall, based on the records provided and reviewed, it appears the licensee does not have an adequate financial plan that complies with Section 87213 Finances. Based on the information gathered. As a result of this investigation, the department found the allegations to be SUBSTANTIATED - A finding that the complaint was Substantiated meant that the allegation was valid because the preponderance of the evidence standard had been met.


Substantiated
Estimated Days of Completion:
SUPERVISORS NAME: Liza King
LICENSING EVALUATOR NAME: Kesha Lewis
LICENSING EVALUATOR SIGNATURE:

DATE: 05/13/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/13/2026
This report must be available at Child Care and Group Home facilities for public review for 3 years.
LIC9099 (FAS) - (06/04)
Page: 1 of 4
Control Number 27-AS-20251016123647
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SACRAMENTO SOUTH ASC, 9835 GOETHE ROAD, SUITE 100
SACRAMENTO, CA 95827
FACILITY NAME: BALANCE ASSISTED LIVING AND MEMORY CARE
FACILITY NUMBER: 392701388
VISIT DATE: 05/13/2026
NARRATIVE
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The following deficiencies were cited on the following LIC 9099-D pursuant to Title 22 Rules and Regulations, Division 6 and Health and Safety Codes.

An exit interview was conducted and a copy of this report and appeals rights was provided to the facility at the end of this visit.

POC Licensee agrees to quarterly Financial Monitoring for a period of six months or until it is evident that the licensee has an adequate financial plan in place. The first due date being 05/25/2026 (January 2026, February 2026, and March 2026) documents are to include bank statements, profit & loss statements, balance sheets, utility bills, gas bills, worker’s compensation insurance.
SUPERVISORS NAME: Liza King
LICENSING EVALUATOR NAME: Kesha Lewis
LICENSING EVALUATOR SIGNATURE:

DATE: 05/11/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/11/2026
LIC9099 (FAS) - (06/04)
Page: 2 of 4
Control Number 27-AS-20251016123647
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SACRAMENTO SOUTH ASC, 9835 GOETHE ROAD, SUITE 100
SACRAMENTO, CA 95827

FACILITY NAME: BALANCE ASSISTED LIVING AND MEMORY CARE
FACILITY NUMBER: 392701388
DEFICIENCY INFORMATION FOR THIS PAGE:
VISIT DATE: 05/13/2026
Deficiency Type
POC Due Date /
Section Number
DEFICIENCIES
PLAN OF CORRECTIONS(POCs)
Type A
05/25/2026
Section Cited
CCR
87405
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Administrator Qualifications and Duties.
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Licensee agrees to quarterly Financial Monitoring for a period of six months or until it is evident that the licensee has an adequate financial plan in place. The first due date being 05/25/2026 (January 2026, February 2026, and March 2026) documents are to include bank statements, profit & loss statements, balance sheets, utility bills, gas bills, worker’s compensation insurance.

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The department conducted a solvency audit. The October 2025 sample month Profit & Loss statement provided shows that the facility did not generate enough revenues to cover expenses and had a net loss of $104,693.85. This poses a health and safety risk to residents in care.
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Type A
05/25/2026
Section Cited
CCR
87205
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Accountability of Licensee
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Licensee agrees to quarterly Financial Monitoring for a period of six months or until it is evident that the licensee has an adequate financial plan in place. The first due date being 05/25/2026 (January 2026, February 2026, and March 2026) documents are to include bank statements, profit & loss statements, balance sheets, utility bills, gas bills, worker’s compensation insurance.

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The department conducted a solvency audit. The October 2025 sample month Profit & Loss statement provided shows that the facility did not generate enough revenues to cover expenses and had a net loss of $104,693.85. This poses a health and safety risk to residents in care.
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Failure to correct the cited deficiency(ies), on or before the Plan of Correction (POC) due date, may result in a civil penalty assessment.
SUPERVISORS NAME: Liza King
LICENSING EVALUATOR NAME: Kesha Lewis
LICENSING EVALUATOR SIGNATURE:

DATE: 05/11/2026
I acknowledge receipt of this form and understand my appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/11/2026
LIC9099 (FAS) - (06/04)
Page: 3 of 4
Control Number 27-AS-20251016123647
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SACRAMENTO SOUTH ASC, 9835 GOETHE ROAD, SUITE 100
SACRAMENTO, CA 95827

FACILITY NAME: BALANCE ASSISTED LIVING AND MEMORY CARE
FACILITY NUMBER: 392701388
DEFICIENCY INFORMATION FOR THIS PAGE:
VISIT DATE: 05/13/2026
Deficiency Type
POC Due Date /
Section Number
DEFICIENCIES
PLAN OF CORRECTIONS(POCs)
Type A
05/25/2026
Section Cited
CCR
87213
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Finance; Records
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Licensee agrees to quarterly Financial Monitoring for a period of six months or until it is evident that the licensee has an adequate financial plan in place. The first due date being 05/25/2026 (January 2026, February 2026, and March 2026) documents are to include bank statements, profit & loss statements, balance sheets, utility bills, gas bills, worker’s compensation insurance.

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The department conducted a solvency audit. The October 2025 sample month Profit & Loss statement provided shows that the facility did not generate enough revenues to cover expenses and had a net loss of $104,693.85. This poses a health and safety risk to residents in care.
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Failure to correct the cited deficiency(ies), on or before the Plan of Correction (POC) due date, may result in a civil penalty assessment.
SUPERVISORS NAME: Liza King
LICENSING EVALUATOR NAME: Kesha Lewis
LICENSING EVALUATOR SIGNATURE:

DATE: 05/11/2026
I acknowledge receipt of this form and understand my appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/11/2026
LIC9099 (FAS) - (06/04)
Page: 4 of 4