complaint·April 16, 2025

The investigation revealed that Resident 1 (R1) entered into an agreement for residency at the community in June of 2016 and occupied a residential living unit for independent living until July of 2017 when he required a higher level of care. In July of 2017, R1 entered a skilled nursing facility affiliated with the community and remained there through the end of life until, March of 2019. To enter the community and receive the benefits of a continuum of care, R1 paid an entrance fee that is refundable based on a 36 month amortization. The beneficiaries to R1’s estate claim that the entrance fee should have been amortized based on the time frame beginning from entering into the agreement through entering into the skilled nursing facility, however the amortization was based on the date of death. The Residence and Care Agreement, document number 1243823.17, was approved by the Department for use. It states under Section VI – Termination, subsection E Refund to Resident it states that “Any refund paid under this Section VI.E.1 shall be made within fourteen (14) days after all of the following events occur: (1) you or your estate makes your Apartment available to Acacia in its original clean condition ( excluding normal wear and tear); (2) if applicable, you vacate any facility operated by Acacia Creek Union City (ACUC) or Masonic Homes of California (MHC) pursuant to this Agreement; and (3) you or your estate executes a document releasing Acacia from any and all duties and obligations under this Agreement.” In this case, R1, the subject of the complaint entered into a skilled nursing facility operated by MHC and therefore would not be entitled to refund. The allegation of “Staff did not refund the entrance fee as required by the continuing care contract” is UNFOUNDED. A finding of unfounded means that the allegation is false, could not have happened, and/or is without a reasonable basis. An exit interview was conducted, and a copy of this report was given to Executive Director.