Facility Evaluation Report

An informal meeting was conducted today in the Santa Rosa Regional Office. Present at the meeting were Licensing Program Managers Bethany Moellers and Victoria Bertozzi (via Microsoft Teams), Licensing Program Analysts Christi Coppo, Robert Frank, Marisol Cuadra (via Microsoft Teams) and Licensee of the facility, Josephine Credo.

On 9/10/25, The Licensee submitted written communication via email to the Department requesting information regarding change of ownership. Currently, LIC309 Administrative Organization form indicates that these facilities are in a sole proprietorship. According to the Licensee, their accountant has advised them to switch it to a limited liability company (LLC) where Josephine Credo will be the Licensee in LLC of these facilities. The purpose of the office meeting was to address concerns and discuss the change of ownership for Five Palms Care Home #496803300, Valley View Care Home #496803362 and Chanate Care Home #496801588 in which Josephine Credo is the identified Licensee to date a new application has not been submitted to the Department. License acknowledges that they are responsible for the operation until the new application is approved and issued. The Licensee agrees to provide documentation to ensure control of property. The Licensee confirms understanding that the current license is not transferable and an application is required to be submitted to the Department for change of ownership. Also, areas of concern regarding training materials that are not updated and reporting requirements. The current options discussed during today’s office meeting are the following:

-Licensee confirmed that facility is operating under new J&J Assisted Living, LLC. The LLC was filed in 2019. Licensee advised LegalZoom was not able to submit 2020 and 2021 Statement of Facts which is the explanation licensee gave for being suspended with the Franchise Tax Board (FTB). LPM Moellers advised this must be cleared up