Facility Evaluation Report

Community Care Licensing (CCL) staff met with CFO Jon Castro and Office Manager Lora Aquino to discuss the findings of a solvency audit report dated 09/07/2023 and 8/27/2021. The meeting was held with Regional Manager Reyna Lacey, Regional Manager Marina Stanic, Licensing Program Manager (LPM) Alisa Ortiz, Licensing Program Analyst (LPA) Jenifer Tirre, General Auditors Jessica Chen & Xiao Ni and Licensee Representative Jon Castro and Office Manager Lora Aquino.

The solvency audit was a result of the Department being notified of a consent judgment against the licensee. The audit findings report was reviewed with the Licensee, as well as the facility's finances and operational expenses. The audit found the licensee is generating sufficient income to meet the operating costs. It was further determined that the licensee's finances would not be affected by the Department of Labor judgement. However, there is not a sufficient fund reserve in the business checking account to cover any unforeseen expenses.

The Licensee Representative was notified the facility would be placed on quarterly financial monitoring for a period of one year. Financial records for the months of August through October 2023 are due by 11/01/2023. The documents to include in the financial records are bank statements, utility bills, mortgage payment and food receipts.Licensee Representative to provide Department with monthly detailed plan of Quality Assurance Review beginning 11/01/2023.

This report was discussed and a copy provided to Facility Representative Jon Castro.