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Department of
SOCIAL SERVICES

Community Care Licensing


COMPLAINT INVESTIGATION REPORT

Facility Number: 300613273
Report Date: 08/07/2026
Date Signed: 08/07/2026 04:41:36 PM

Unsubstantiated


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868
This is an official report of an unannounced visit/investigation of a complaint received in our office on
11/25/2025 and conducted by Evaluator Edward Kim
COMPLAINT CONTROL NUMBER: 22-AS-20251125150222
FACILITY NAME:MORNINGSIDE OF FULLERTONFACILITY NUMBER:
300613273
ADMINISTRATOR:RICHARD ALLEN NORDSIEKFACILITY TYPE:
741
ADDRESS:800 MORNINGSIDE DR.TELEPHONE:
(714) 256-8000
CITY:FULLERTONSTATE: CAZIP CODE:
92835
CAPACITY:712CENSUS: 393DATE:
08/07/2026
UNANNOUNCEDTIME BEGAN:
10:15 AM
MET WITH:Administrator- Christopher OakesonTIME COMPLETED:
12:30 PM
ALLEGATION(S):
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9
Failure to provide resident records
INVESTIGATION FINDINGS:
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12
13
On August 7, 2026, Licensing Program Analyst (LPA) Edward Kim conducted a subsequent complaint visit to deliver complaint investigation findings. LPA met with Administrator Christopher Oakeson and explained the purpose of the visit.

The investigation consisted of the following. LPA Kim toured the facility. LPA requested and obtained copies of the resident and staff rosters. LPA requested copies of two residents service records which include Physician’s Report, Appraisal/Needs and Services Plan, admission agreements, facesheets, and other document records.

The investigation revealed the following:

Continued on LIC9099C
Unsubstantiated
Estimated Days of Completion:
SUPERVISORS NAME: Lourdes Montoya
LICENSING EVALUATOR NAME: Edward Kim
LICENSING EVALUATOR SIGNATURE:

DATE: 08/07/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/07/2026
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
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868
This is an official report of an unannounced visit/investigation of a complaint received in our office on
11/25/2025 and conducted by Evaluator Edward Kim
COMPLAINT CONTROL NUMBER: 22-AS-20251125150222

FACILITY NAME:MORNINGSIDE OF FULLERTONFACILITY NUMBER:
300613273
ADMINISTRATOR:RICHARD ALLEN NORDSIEKFACILITY TYPE:
741
ADDRESS:800 MORNINGSIDE DR.TELEPHONE:
(714) 256-8000
CITY:FULLERTONSTATE:CAZIP CODE:
92835
CAPACITY:712CENSUS: 393DATE:
08/07/2026
UNANNOUNCEDTIME BEGAN:
10:15 AM
MET WITH:Administrator- Christopher OakesonTIME COMPLETED:
12:30 PM
ALLEGATION(S):
1
2
3
4
5
6
7
8
9
Failure to follow residents approved contract
INVESTIGATION FINDINGS:
1
2
3
4
5
6
7
8
9
10
11
12
13
On August 7, 2026, Licensing Program Analyst (LPA) Edward Kim conducted a subsequent complaint visit to deliver complaint investigation findings. LPA met with Administrator Christopher Oakeson and explained the purpose of the visit.

The investigation consisted of the following. LPA Kim toured the facility. LPA requested and obtained copies of the resident and staff rosters. LPA requested copies of two residents service records which include Physician’s Report, Appraisal/Needs and Services Plan, admission agreements, facesheets, and other document records.

The investigation revealed the following:

Continued on LIC9099C
Unfounded
Estimated Days of Completion:
SUPERVISORS NAME: Lourdes Montoya
LICENSING EVALUATOR NAME: Edward Kim
LICENSING EVALUATOR SIGNATURE:

DATE: 08/07/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/07/2026
This report must be available at Child Care and Group Home facilities for public review for 3 years.
LIC9099 (FAS) - (06/04)
Page: 2 of 4
Control Number 22-AS-20251125150222
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868
FACILITY NAME: MORNINGSIDE OF FULLERTON
FACILITY NUMBER: 300613273
VISIT DATE: 08/07/2026
NARRATIVE
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Allegation: Failure to follow residents approved contract

On November 25, 2025, the Department received a complaint alleging, “failure to follow residents approved contract.” The complaint alleges that when the residents (R1 and R2) moved into the community, R1 was placed on a Type A contract, while R2 was denied a Type A contract and instead offered a Type C, fee-for-service contract, with a monthly discount to help offset the required long-term care insurance policy. The complaint alleges that R2 was improperly placed on a Type C contract and that the discount to offset the insurance policy has not been adjusted to keep up with costs.

Throughout the course of the investigation the Department conducted interviews and reviewed documentation relevant to the allegation. While reviewing the Residence and Care Agreement (RCA) and residency offer letter for R1 and R2 dated October 20, 2020, it was found that there was an Amendment to the residence and care agreement regarding use of health care center due to pre-existing condition(s) or health history “Type C -Fee for Service Contract” which stated:

We recognize that Residents are currently capable of residential living upon initial occupancy. However, Residents and we recognize that R2's health history and/or condition disqualify [them] from participation in the long- term care coverage.

WHEREAS, R2 has a disqualifying pre-existing health condition(s) or history; see Physician’s Report for Residential Care Facilities for The Elderly (602A).

R1 and R2 signed the amended contract on 10/30/2020 certifying that they were aware of any pre-existing health conditions and agreed to the fee-for-service contract. The residency offer letter reviewed included that there would be a $400 reduction in the monthly fee for R2 but did not indicate that the monthly fee would be readjusted.

Based on the documents reviewed and information provided, the Department has determined that the allegation, “Failure to follow residents approved contract,” is unfounded due to the lack of evidence to support the allegation.

An exit interview was conducted and a copy of this report was provided to Administrator Christopher Oakeson.
SUPERVISORS NAME: Lourdes Montoya
LICENSING EVALUATOR NAME: Edward Kim
LICENSING EVALUATOR SIGNATURE:

DATE: 08/07/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/07/2026
LIC9099 (FAS) - (06/04)
Page: 3 of 4
Control Number 22-AS-20251125150222
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868
FACILITY NAME: MORNINGSIDE OF FULLERTON
FACILITY NUMBER: 300613273
VISIT DATE: 08/07/2026
NARRATIVE
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Allegation: Failure to provide resident records

It Is alleged that the facility did not provide all documentation of the review criteria and process that led to the denial to their contract. It is also alleged the facility claims that no such documentation exists.

Based on interviews, one resident confirmed the allegation. One staff denied the allegation. Staff #1 (S1) stated that Resident #1 (R1) requested documentation to understand why the facility would not let R2 have a Type A contract and was placed in Type C Contract. S1 stated that they had provide all necessary requests from R1 and has email correspondence to between themselves (S1) and R1 showing this. S1 also stated that they had met with R1 in person on several occasions during the same time the email correspondence from August 2025 to October 2025. Based on record reviews, email correspondence between R1 and S1 dated, August 5, 2025, to October 7, 2025, about the process and review for R2. R1 made a request for medical documents on September 21, 2025. S1 responded on September 25, 2025, that all documents were provided and shared with R1. R1 responded on September 29, 2025, that the facility did not share all documents. S1 responded in on October 7, 2025, that the facility provided all of R2’s documentation for assessment and review to R1. S1 stated that they could go over the process and remaining questions or concerns.

Based on interviews, and records review, LPA did not find sufficient evidence to support the above allegation failure to provide resident records. Although the allegation may have happened or are valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegation is Unsubstantiated.

Exit interview was conducted and a copy of the report was provided to Administrator Christopher Oakeson.
SUPERVISORS NAME: Lourdes Montoya
LICENSING EVALUATOR NAME: Edward Kim
LICENSING EVALUATOR SIGNATURE:

DATE: 08/07/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/07/2026
LIC9099 (FAS) - (06/04)
Page: 4 of 4