State assisted-living licensing record · California CDSS · record as pulled September 18, 2026· Not the federal nursing home survey
Balance Assisted Living and Memory Care
1321 S. Fairmont Avenue, Lodi, CA 95240 · SAN JOAQUIN County · 136 licensed beds
CDSS facility number 392701388 · licensed · first licensed January 2025
The licence
Licensed by CDSS · Residential Care Facility for the Elderly · managed by Iris Vnd Partners LLC/Premier Sr Living Mgmt LLC
Licence details, as listed by CDSS
- CDSS regional office
- 27
33
Citations on file
Since September 2021
36
CDSS visits
1 routine inspection
20
Type A
The serious level
10
Building-related
Physical plant · emergency
Position within California
33 citations — more than 99% of the 8,587 licensed assisted living facilities in California. Compared only within California: a citation from CDSS means what it means in California, and there is no national assisted living record to compare to. Counted over 5 years, which holds two or three routine inspections. How this is calculated
Not in this record
Fire and life safety. A Residential Care Facility for the Elderly needs a fire clearance from the local fire authority, and that inspection is not part of the CDSS record. What CDSS does cite about the building is here: maintenance and operation of the premises, the emergency and disaster plan, and the physical environment sections of Title 22.
Get an email about Balance Assisted Living and Memory Care
One email when it happens, from the CDSS record as it is pulled each month. No account; stop it any time with one click.
Building-related citations
The citations about the building itself — physical plant and emergency management. Usually the maintenance side’s to fix.
- CCR-87303 Maintenance and OperationMarch 27, 2026 · Type A · POC due March 27, 2026
- CCR-87307 Personal Accommodations and ServicesMarch 27, 2026 · Type A · POC due March 31, 2026
- CCR-87309 Storage SpaceMarch 27, 2026 · Type A · POC due March 31, 2026
- CCR-87309 Storage SpaceMarch 27, 2026 · Type A · POC due March 31, 2026
- CCR-87303 Maintenance and OperationMarch 27, 2026 · Type B · POC due April 3, 2026
- CCR-80087 Buildings and GroundsDecember 26, 2025 · Type B · POC due January 2, 2026
- CCR-87303 Maintenance and OperationAugust 28, 2025 · Type B · POC due August 29, 2025
- CCR-87303 Maintenance and OperationAugust 28, 2025 · Type B · POC due September 11, 2025
- CCR-87307 Personal Accommodations and ServicesAugust 28, 2025 · Type B · POC due August 29, 2025
- CCR-87309 Storage SpaceAugust 28, 2025 · Type A · POC due August 28, 2025
How that compares
Compared with the median licensed assisted living facility in California. Within-state only.
| Measure | Citations |
|---|---|
| This facility | 33 |
| Median facility in California | 0 |
Visit history
| Visit | Type | Citations |
|---|---|---|
| June 21, 2024 | other visit | 0 |
| August 20, 2024 | other visit | 0 |
| December 19, 2024 | other visit | 0 |
| December 20, 2024 | other visit | 0 |
| April 8, 2025 | other visit | 0 |
| April 8, 2025 | other visit | 0 |
| April 8, 2025 | complaint investigation | 0 |
| May 6, 2025 | other visit | 0 |
| July 7, 2025 | other visit | 1 |
| August 19, 2025 | other visit | 0 |
| August 28, 2025 | complaint investigation | 1 |
| August 28, 2025 | other visit | 10 |
| August 28, 2025 | complaint investigation | 4 |
| September 24, 2025 | other visit | 0 |
| September 24, 2025 | complaint investigation | 0 |
| October 7, 2025 | complaint investigation | 1 |
| October 10, 2025 | complaint investigation | 0 |
| October 10, 2025 | complaint investigation | 0 |
| October 29, 2025 | other visit | 0 |
| November 17, 2025 | complaint investigation | 0 |
| December 12, 2025 | other visit | 0 |
| December 26, 2025 | complaint investigation | 1 |
| January 15, 2026 | licensing inspection | 0 |
| March 2, 2026 | other visit | 0 |
| March 27, 2026 | other visit | 9 |
| March 27, 2026 | complaint investigation | 1 |
| March 27, 2026 | complaint investigation | 0 |
| March 27, 2026 | complaint investigation | 1 |
| March 27, 2026 | complaint investigation | 0 |
| April 23, 2026 | other visit | 0 |
| May 11, 2026 | other visit | 0 |
| May 13, 2026 | complaint investigation | 3 |
| May 13, 2026 | complaint investigation | 0 |
| July 16, 2026 | complaint investigation | 1 |
| August 24, 2026 | other visit | 0 |
| August 24, 2026 | complaint investigation | 0 |
What the citations cover
- Resident care 13
- Physical plant 10
- Records and administration 6
- Medication 2
- Other 2
| Category | Citations |
|---|---|
| Resident care | 13 |
| Physical plant | 10 |
| Records and administration | 6 |
| Medication | 2 |
| Staffing and training | 1 |
| Food service | 1 |
Every visit on file since September 2021
As published by CDSS, newest first, including visits that cited nothing. The wording and the classes are CDSS’s own.
August 24, 2026 — other visit, nothing cited
August 24, 2026 — complaint investigation, nothing cited
July 16, 2026 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| HSC-1569.655 | Increase in fee rates; 60 days’ written notice | Type B | July 19, 2026 |
May 13, 2026 — complaint investigation, 3 citations
May 13, 2026 — complaint investigation, nothing cited
May 11, 2026 — other visit, nothing cited
April 23, 2026 — other visit, nothing cited
March 27, 2026 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87224 | Eviction Procedures | Type B | April 3, 2026 |
March 27, 2026 — other visit, 9 citations
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87303 | Maintenance and Operation | Type A | March 27, 2026 |
| CCR-87307 | Personal Accommodations and Services | Type A | March 31, 2026 |
| CCR-87309 | Storage Space | Type A | March 31, 2026 |
| CCR-87309 | Storage Space | Type A | March 31, 2026 |
| CCR-87463 | Reappraisals | Type A | March 31, 2026 |
| CCR-87465 | Incidental Medical and Dental Care | Type A | March 31, 2026 |
| CCR-87468.1 | Personal Rights of Residents in All Facilities | Type A | March 31, 2026 |
| CCR-87608 | Postural Supports | Type B | March 31, 2026 |
| CCR-87618 | Oxygen Administration | Type A | March 27, 2026 |
March 27, 2026 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87303 | Maintenance and Operation | Type B | April 3, 2026 |
March 27, 2026 — complaint investigation, nothing cited
March 27, 2026 — complaint investigation, nothing cited
March 2, 2026 — other visit, nothing cited
January 15, 2026 — licensing inspection, nothing cited
December 26, 2025 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-80087 | Buildings and Grounds | Type B | January 2, 2026 |
December 12, 2025 — other visit, nothing cited
November 17, 2025 — complaint investigation, nothing cited
October 29, 2025 — other visit, nothing cited
October 10, 2025 — complaint investigation, nothing cited
October 10, 2025 — complaint investigation, nothing cited
October 7, 2025 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87628 | Diabetes | Type A | October 8, 2025 |
September 24, 2025 — other visit, nothing cited
September 24, 2025 — complaint investigation, nothing cited
August 28, 2025 — complaint investigation, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87303 | Maintenance and Operation | Type B | August 29, 2025 |
August 28, 2025 — complaint investigation, 4 citations
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87303 | Maintenance and Operation | Type B | September 11, 2025 |
| CCR-87307 | Personal Accommodations and Services | Type B | August 29, 2025 |
| CCR-87468.1 | Personal Rights of Residents in All Facilities | Type B | September 4, 2025 |
| CCR-87468.1 | Personal Rights of Residents in All Facilities | Type B | September 11, 2025 |
August 28, 2025 — other visit, 10 citations
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87309 | Storage Space | Type A | August 28, 2025 |
| CCR-87463 | Reappraisals | Type A | August 29, 2025 |
| CCR-87463 | Reappraisals | Type A | September 3, 2025 |
| CCR-87463 | Reappraisals | Type B | September 26, 2025 |
| CCR-87465 | Incidental Medical and Dental Care | Type A | September 3, 2025 |
| CCR-87555 | General Food Service Requirements | Type B | September 11, 2025 |
| CCR-87609 | Postural Supports | Type A | September 3, 2025 |
| CCR-87613 | General Requirements for Restricted Health Conditions | Type A | August 29, 2025 |
| CCR-87705 | Care of Persons with Dementia | Type B | August 29, 2025 |
| HSC-1569.2 | Definitions - | Type A | September 3, 2025 |
August 19, 2025 — other visit, nothing cited
July 7, 2025 — other visit, 1 citation
| Tag | What CDSS checks | Type | POC due |
|---|---|---|---|
| CCR-87207 | False Claims | Type A | July 8, 2025 |
May 6, 2025 — other visit, nothing cited
April 8, 2025 — other visit, nothing cited
April 8, 2025 — other visit, nothing cited
April 8, 2025 — complaint investigation, nothing cited
December 20, 2024 — other visit, nothing cited
December 19, 2024 — other visit, nothing cited
August 20, 2024 — other visit, nothing cited
June 21, 2024 — other visit, nothing cited
Reflects the CDSS record as pulled September 18, 2026. A recent visit may not appear yet. This is the California state licensing record; it is not the federal nursing home survey and the two are never combined.