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Department of
SOCIAL SERVICES

Community Care Licensing


COMPLAINT INVESTIGATION REPORT

Facility Number: 336400075
Report Date: 08/02/2025
Date Signed: 08/02/2025 04:50:56 PM

Unsubstantiated


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
RIVERSIDE ASC, 1650 SPRUCE ST STE 200 MS29-27
RIVERSIDE, CA 92507
This is an official report of an unannounced visit/investigation of a complaint received in our office on
02/03/2025 and conducted by Evaluator Alfonso Iniguez
PUBLIC
COMPLAINT CONTROL NUMBER: 18-AS-20250203163137
FACILITY NAME:ATRIA HACIENDAFACILITY NUMBER:
336400075
ADMINISTRATOR:ROBERT STANSBURYFACILITY TYPE:
740
ADDRESS:44600 MONTEREY AVETELEPHONE:
(760) 341-0890
CITY:PALM DESERTSTATE: CAZIP CODE:
92260
CAPACITY:266CENSUS: 90DATE:
08/02/2025
UNANNOUNCEDTIME BEGAN:
08:16 AM
MET WITH:Claudia Herrera/Administrative AssistantTIME COMPLETED:
04:45 PM
ALLEGATION(S):
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Staff are financially abusing resident.
Staff do not safeguard resident's personal belongings.
INVESTIGATION FINDINGS:
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On 8/2/2025 at approximately 8:30 AM, LPA Alfonso Iniguez conducted a subsequent unannounced complaint visit. LPA Iniguez met with Claudia Herrera/Administrative Assistant. LPA Iniguez explained the purpose of this visit.

Investigation Consisted of: LPA conducted the following interviews: Assistant Executive Director Interview (A#1), Witness Interview (W#1), Residents Interviews (R#1-R#9) and Staff Interview (S#1-S#5). LPA obtained and reviewed the following documents: Resident Roster dated: 8/2/25, Staff Roster dated: 8/2/25, copy of (R#1)’s Physicians Report for Residential Care Facilities for the Elderly (RCFE) or LIC 602 dated: 9/1/24, copy of (R#1)’s Durable Power of Attorney for Management of Property and Personal Affairs dated: 11/5/21, and copy of (R#1)’s Residency Agreement dated: 9/1/2024.

Evaluation Report continues LIC 9099-C
Unsubstantiated
Estimated Days of Completion:
SUPERVISORS NAME: Eva M Alvarez
LICENSING EVALUATOR NAME: Alfonso Iniguez
LICENSING EVALUATOR SIGNATURE:

DATE: 08/02/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/02/2025
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 18-AS-20250203163137
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
RIVERSIDE ASC, 1650 SPRUCE ST STE 200 MS29-27
RIVERSIDE, CA 92507
FACILITY NAME: ATRIA HACIENDA
FACILITY NUMBER: 336400075
VISIT DATE: 08/02/2025
NARRATIVE
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Investigation Revealed the Following:

Allegation: Staff are financially abusing resident.

The details of the complaint alleged that facility staff is taking (R#1)’s money.



On August 2, 2025, at approximately 9:00 a.m., during the records review, LPA Iniguez observed (R#1)’s Physicians Report for Residential Care Facilities for the Elderly (RCFE) or LIC 602 dated: 9/1/24, it is mark that (R#1) has a cognitive impairment that may affect their decision making and judgment. In addition, LPA Iniguez reviewed (R#1)’s Durable Power of Attorney for Management of Property and Personal Affairs dated: 11/5/21. LPA Iniguez observed that (W#1) is the appointed agent for all (R#1)’s personal properties and financial decisions. Moreover, LPA Iniguez reviewed (R#1)’s (R#1)’s Residency Agreement dated: 9/1/2024, LPA Iniguez observed that the agreement has a Theft and Loss policy in place that follows the Health and Safety Code sec. 1569.13, this clause was reviewed and signed by (W#1) decision agent for (R#1).

On August 2, 2025, at approximately 10:00 AM, during an Interview with the Administrative Assistant (A#1), she stated that the facility has a Theft and Loss policy in place and is also found on the residents’ agreements. In addition, (A#1) stated that she does not think the facility staff was financially abusing (R#1) or any other resident in care.



On August 2, 2025, at approximately 8:30 AM, during a telephone conversation with (W#1), LPA Iniguez asked them if they have ever witnessed or known that facility staff are financially abusing (R#1) or taking their personal belongings, (W#1) responded, "No, I have never observed any staff doing that to (R#1). I visit them every other day unannounced, so I would notice right away if something like that was happening."

Evaluation Report continues LIC 9099-C

SUPERVISORS NAME: Eva M Alvarez
LICENSING EVALUATOR NAME: Alfonso Iniguez
LICENSING EVALUATOR SIGNATURE:

DATE: 08/02/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/02/2025
LIC9099 (FAS) - (06/04)
Page: 2 of 4
Control Number 18-AS-20250203163137
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
RIVERSIDE ASC, 1650 SPRUCE ST STE 200 MS29-27
RIVERSIDE, CA 92507
FACILITY NAME: ATRIA HACIENDA
FACILITY NUMBER: 336400075
VISIT DATE: 08/02/2025
NARRATIVE
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On August 2, 2025, at approximately 8:30 AM, during a telephone conversation with (W#1), LPA Iniguez asked them if they have ever witnessed or known that facility staff are financially abusing (R#1) or taking their personal belongings, (W#1) responded, "No, I have never observed any staff doing that to (R#1). I visit them every other day unannounced, so I would notice right away if something like that was happening."

On 8/2/25, at approximately 10:00 AM, Licensing Program Analyst-LPA Alfonso Iniguez was not able to spoke with (R#1) since they are no longer living at the facility.

On August 2, 2025, at approximately 11:00 AM, during interviews with residents (R#2-R#9), (9) out of (10) stated that the facility staff had never taken any of their personal belongings.



On August 2, 2025, at approximately 1:00 PM, during interviews with facility staff (S#1-S#5), (5) out of (5) stated that they had never taken (R#1) 's or any other resident in care's personal belongings.


During this investigation, LPA did not find sufficient evident to support the above-mentioned allegation(s).

Based on the evidence gathered, interviews conducted, and records reviewed, the preponderance of evidence standard has been met; therefore, the above-mentioned allegation(s) are found to be UNSUBSTANTIATED.

Although the allegations may have happened or are valid, there is not a preponderance of evidence to prove the alleged violations did or did not occur.




An exit interview was conducted, and a copy of the Complaint Report was given to Claudia Herrera/ Administrative Assistant.
SUPERVISORS NAME: Eva M Alvarez
LICENSING EVALUATOR NAME: Alfonso Iniguez
LICENSING EVALUATOR SIGNATURE:

DATE: 08/02/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/02/2025
LIC9099 (FAS) - (06/04)
Page: 4 of 4
Control Number 18-AS-20250203163137
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
RIVERSIDE ASC, 1650 SPRUCE ST STE 200 MS29-27
RIVERSIDE, CA 92507
FACILITY NAME: ATRIA HACIENDA
FACILITY NUMBER: 336400075
VISIT DATE: 08/02/2025
NARRATIVE
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On 8/2/25, at approximately 10:00 AM, Licensing Program Analyst-LPA Alfonso Iniguez was not able to spoke with (R#1) since they are no longer living at the facility.

On August 2, 2025, at approximately 11:00 AM, during interviews with residents (R#2-R#9), (6) out of (10) stated that their family manages their finances, and (2) out of (10) stated that they manage their finances. Additionally, (9) out of (10) stated that the facility staff have never financially abused them.

On August 2, 2025, at approximately 1:00 PM, during interviews with facility staff (S#1-S#5), (5) out of (5) stated that they treat all the residents with dignity and respect. Also, (5) out of (5) facility staff stated that they have not financially abused (R#1) or any other resident in care.

Allegation: Staff do not safeguard resident's personal belongings.

The details of the complaint alleged that facility staff is taking (R#1)’s personal property.



On August 2, 2025, at approximately 9:00 a.m., during the records review, LPA Iniguez observed (R#1)’s Physicians Report for Residential Care Facilities for the Elderly (RCFE) or LIC 602 dated: 9/1/24, it is mark that (R#1) has a cognitive impairment that may affect their decision making and judgment. In addition, LPA Iniguez reviewed (R#1)’s Durable Power of Attorney for Management of Property and Personal Affairs dated: 11/5/21. LPA Iniguez observed that (W#1) is the appointed agent for all (R#1)’s personal properties and financial decisions. Moreover, LPA Iniguez reviewed (R#1)’s (R#1)’s Residency Agreement dated: 9/1/2024, LPA Iniguez observed that the agreement has a Theft and Loss policy in place that follows the Health and Safety Code sec. 1569.13, this clause was reviewed and signed by (W#1) decision agent for (R#1).

On August 2, 2025, at approximately 10:00 AM, during an Interview with the Administrative Assistant (A#1), she stated that the facility has a Theft and Loss policy in place and is also found on the residents' agreements. In addition, (A#1) stated that she does not think the facility staff was taking (R#1) or any other resident's personal belongings.



Evaluation Report continues LIC 9099-C
SUPERVISORS NAME: Eva M Alvarez
LICENSING EVALUATOR NAME: Alfonso Iniguez
LICENSING EVALUATOR SIGNATURE:

DATE: 08/02/2025
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 08/02/2025
LIC9099 (FAS) - (06/04)
Page: 3 of 4