Heritage Haven Inc..
A medium home, reviewed on public record.
Compared to 187 Minnesota facilities with a similar number of beds.
ALF memory care · 36-month window. Higher percentile = better performance on inspection record. Source: Minnesota Dept. of Health · Health Regulation Division.
among peers to rank.
Rankings based on 36-month MDH inspection data. Severity and frequency: fewer citations = higher percentile. Repeat rate: lower repeat citation share = higher percentile.
Citation history, plotted month by month.
1 deficiency on record. Each bar is a month with a citation.
Finding distribution
1 total · 36 monthsScope × Severity (CMS A–L)
Questions to ask before you visit.
A short pre-tour checklist tailored to Heritage Haven Inc.'s record and state requirements.
MDH records show 2 complaints filed against Heritage Haven — can you share what those complaints were about, whether they were substantiated, and what corrective action plans the facility implemented in response?
Ask the operator on tour. Take notes and compare answers across facilities you visit.
The most recent inspection on September 1, 2023 resulted in zero deficiencies — can you walk us through how the facility prepares for state surveys and what internal quality assurance processes are in place to maintain compliance with Minnesota Stat. ch. 144G dementia care requirements?
Ask the operator on tour. Take notes and compare answers across facilities you visit.
Heritage Haven holds an Assisted Living Facility with Dementia Care license under ch. 144G — can you provide a copy of the facility's written dementia care program and explain how staff competency in dementia care is documented and assessed?
Ask the operator on tour. Take notes and compare answers across facilities you visit.
Every inspection visit, verbatim.
3 inspections in the public record, most recent first. Plain-language summaries open first — click into any row for the full citation text.
2026-04-22Annual Compliance VisitNo findings
2024-10-30Complaint InvestigationSubstantiated Finding · 1 finding
Plain-language summary
A staff member at this facility was found to have financially exploited a resident by making unauthorized charges totaling $8,401.97 from the resident's bank account to purchase cosmetics for personal use and resale on social media. The investigation was substantiated based on bank records, law enforcement findings, and interviews; the staff member denied the charges but evidence showed orders were shipped to her home address using her contact information. The facility issued a correction order, the staff member was terminated, and the facility offered to secure the resident's banking materials going forward.
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“MDH substantiated maltreatment or licensing violation finding”
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Finding: Substantiated, individual responsibility Nature of Investigation: The Minnesota Department of Health investigated an allegation of maltreatment, in accordance with the Minnesota Reporting of Maltreatment of Vulnerable Adults Act, Minn. Stat. 626.557, and to evaluate compliance with applicable licensing standards for the provider type. Initial Investigation Allegation(s): The alleged perpetrator (AP), a staff member, financially exploited the resident when the AP made unauthorized and fraudulent charges from the resident’s bank account. Investigative Findings and Conclusion: The Minnesota Department of Health determined financial exploitation was substantiated. The AP was responsible for the maltreatment. The AP made unauthorized charges from the resident’s bank account for a total of $8,401.97 to an on-line cosmetic company for the AP’s personal use. The investigator conducted interviews with facility staff members, including administrative staff and the AP. The investigation included review of the resident records, facility internal investigation, personnel file, law enforcement report, and related facility policy and procedures. Also, the investigator toured the facility. The resident resided in an assisted living facility. The resident’s diagnoses included diabetes. The resident’s service plan included assistance with medication management, transfers using a mechanical lift, dressing, grooming, and repositioning. The resident was alert, oriented, and managed her own finances independently. The internal investigation indicated the resident reported to the facility she had fraud charges occurring on her bank account. Unauthorized purchases were made to an on-line cosmetic company that she had not ordered. The investigation established the AP was selling the same cosmetic from the same company identified on the resident’s bank statement, on the AP’s social medica (Facebook) marketplace page. The law enforcement report indicated there was a total of $8,401.97 worth of cosmetic purchases made using the resident’s card. All orders were shipped to the AP’s home address, in the AP’s name using her cell phone number, the AP’s email address, and the AP also had been selling some of the items on the AP’s social media marketplace page. During an interview, the resident stated there were purchases made for cosmetics on her bank account. The resident stated she did not make the purchases. During an interview, the AP denied making charges and ordering the cosmetics using the resident’s account. The AP stated her family member ordered her a trial pack of the cosmetics that she did not use so she put that gift up for sale on social media. During an interview, leadership stated the resident said she did not make any purchases to the on-line cosmetic company. Leadership stated the AP sold the cosmetics on the AP’s social media marketplace page, from the same company identified in the resident’s bank statements. Leadership stated the AP had received training on resident rights and property. In conclusion, the Minnesota Department of Health determined financial exploitation was substantiated. Substantiated: Minnesota Statutes, section 626.5572, Subdivision 19. “Substantiated” means a preponderance of evidence shows that an act that meets the definition of maltreatment occurred. Financial exploitation: Minnesota Statutes, section 626.5572, subdivision 9 "Financial exploitation" means: (b) In the absence of legal authority, a person: (1) willfully uses, withholds, or disposes of funds or property of a vulnerable adult; (2) obtains for the actor or another the performance of services by a third person for the wrongful profit or advantage of the actor or another to the detriment of the vulnerable adult; (3) acquires possession or control of, or an interest in, funds or property of a vulnerable adult through the use of undue influence, harassment, duress, deception, or fraud; or (4) forces, compels, coerces, or entices a vulnerable adult against the vulnerable adult's will to perform services for the profit or advantage of another Vulnerable Adult interviewed: Yes. Family/Responsible Party interviewed: No, responsible for self. Alleged Perpetrator interviewed: Yes. the Action taken by facility: The facility conducted an internal investigation and contacted law enforcement. The facility offered to store the resident’s banking cards and materials in a safe. The AP is no longer employed by the facility. Action taken by the Minnesota Department of Health: The facility was issued a correction order regarding the vulnerable adult’s right to be free from maltreatment. You may also call 651-201-4200 to receive a copy via mail or email. The responsible party will be notified of their right to appeal the maltreatment finding. If the maltreatment is substantiated against an identified employee, this report will be submitted to the nurse aide registry for possible inclusion of the finding on the abuse registry and/or to the Minnesota Department of Human Services for possible disqualification in accordance with the provisions of the background study requirements under Minnesota 245C. cc: The Office of Ombudsman for Long Term Care The Office of Ombudsman for Mental Health and Developmental Disabilities Saint Louis County Attorney Duluth City Attorney Duluth Police Department PRINTED: 10/30/2024 FORM APPROVED STATEMENT OF DEFICIENCIES (X1) PROVIDER/SUPPLIER/CLIA (X2) MULTIPLE CONSTRUCTION (X3) DATE SURVEY AND PLAN OF CORRECTION IDENTIFICATION NUMBER: COMPLETED A. BUILDING: ______________________ C B. WING _____________________________ 25455 09/24/2024 NAME OF PROVIDER OR SUPPLIER STREET ADDRESS, CITY, STATE, ZIP CODE 3042 MORRIS THOMAS ROAD HERITAGE HAVEN INC DULUTH, MN 55811 SUMMARY STATEMENT OF DEFICIENCIES PROVIDER'S PLAN OF CORRECTION (X4) ID ID (X5) PREFIX (EACH DEFICIENCY MUST BE PRECEDED BY FULL PREFIX (EACH CORRECTIVE ACTION SHOULD BE COMPLETE REGULATORY OR LSC IDENTIFYING INFORMATION) CROSS-REFERENCED TO THE APPROPRIATE DATE TAG TAG DEFICIENCY) 0 000 Initial Comments 0 000 ******ATTENTION****** ASSISTED LIVING PROVIDER CORRECTION ORDER In accordance with Minnesota Statutes, section 144G.08 to 144G.95, these correction orders are issued pursuant to a complaint investigation. Determination of whether a violation is corrected requires compliance with all requirements provided at the statute number indicated below. When a Minnesota Statute contains several items, failure to comply with any of the items will be considered lack of compliance. INITIAL COMMENTS: #HL254555466C/#HL254554442M On September 24, 2024, the Minnesota Department of Health conducted a complaint investigation at the above provider, and the following correction orders are issued. At the time of the complaint investigation, there were 29 residents receiving services under the provider's Assisted Living with Dementia Care license. The following correction order is issued for #HL254555466C/#HL254554442M, tag identification 2360. 02360 144G.91 Subd. 8 Freedom from maltreatment 02360 Residents have the right to be free from physical, sexual, and emotional abuse; neglect; financial exploitation; and all forms of maltreatment covered under the Vulnerable Adults Act. LABORATORY DIRECTOR'S OR PROVIDER/SUPPLIER REPRESENTATIVE'S SIGNATURE TITLE (X6) DATE STATE FORM 6899 X58X11 If continuation sheet 1 of 2 PRINTED: 10/30/2024 FORM APPROVED STATEMENT OF DEFICIENCIES (X1) PROVIDER/SUPPLIER/CLIA (X2) MULTIPLE CONSTRUCTION (X3) DATE SURVEY AND PLAN OF CORRECTION IDENTIFICATION NUMBER: COMPLETED A. BUILDING: ______________________ C B. WING _____________________________ 25455 09/24/2024 NAME OF PROVIDER OR SUPPLIER STREET ADDRESS, CITY, STATE, ZIP CODE 3042 MORRIS THOMAS ROAD HERITAGE HAVEN INC DULUTH, MN 55811 SUMMARY STATEMENT OF DEFICIENCIES PROVIDER'S PLAN OF CORRECTION (X4) ID ID (X5) PREFIX (EACH DEFICIENCY MUST BE PRECEDED BY FULL PREFIX (EACH CORRECTIVE ACTION SHOULD BE COMPLETE REGULATORY OR LSC IDENTIFYING INFORMATION) CROSS-REFERENCED TO THE APPROPRIATE DATE TAG TAG DEFICIENCY) 02360 Continued From page 1 02360 This MN Requirement is not met as evidenced by: The facility failed to ensure one of one resident reviewed (R1) was free from maltreatment. Findings include: The Minnesota Department of Health (MDH) issued a determination maltreatment occurred, and an individual person was responsible for the maltreatment, in connection with incidents which occurred at the facility. Please refer to the public maltreatment report for details. STATE FORM 6899 X58X11 If continuation sheet 2 of 2
2024-01-04Complaint InvestigationNo findings
Plain-language summary
A complaint alleged the facility neglected a resident by failing to assess her for injuries after a fall, but the Minnesota Department of Health determined the allegation was not substantiated after investigating medical records, staff interviews, and family statements that showed the resident was assessed by a nurse immediately after the fall with no apparent injuries found. The resident was hospitalized four days later with back pain and other conditions, was admitted to hospice for end-stage kidney disease, and died eight days after the fall from natural causes related to her kidney disease. No violations were cited and no further action was taken.
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Finding: Not Substantiated Nature of Investigation: The Minnesota Department of Health investigated an allegation of maltreatment, in accordance with the Minnesota Reporting of Maltreatment of Vulnerable Adults Act, Minn. Stat. 626.557, and to evaluate compliance with applicable licensing standards for the provider type. Initial Investigation Allegation(s): The resident was neglected when the facility failed to assess the resident for injuries after a fall when the resident complained of pain. The resident died eight days later. Investigative Findings and Conclusion: The Minnesota Department of Health determined neglect was not substantiated. The residents plan of care was being followed at the time of the fall and the resident was assessed and had no apparent injuries when the nurse assessed the resident following the fall. Four days later, the resident was admitted to the hospital with back pain, elevated blood pressure, and increased confusion. The resident was discharged back to the facility the following day on end-of-life cares. The resident died 8 days later due to kidney disease. The investigator conducted interviews with facility staff members, including administrative staff, nursing staff, and unlicensed staff. The investigator contacted the resident’s family. The investigation included review of resident records including assessments, care plan, service plan, An equal opportunity employer. service delivery of care record, fall incident reports/post fall assessment, hospital after visit summaries (AVS), progress notes, staff communication, medication administration records, provider communication/orders, and facility policies and procedures. Also, the investigator observed resident’s and staff interactions at the facility. The resident resided in an assisted living dementia care facility with diagnoses including end stage renal disease, type II Diabetes Meletus, dementia, and hypertension. The resident’s assessment and care plan identified she was at a high risk for falls related to a history of falls, below the knee amputation, visual impairment, poor decision-making ability, and history of self-transferring. The assessment and care plan included various interventions to reduce the occurrence of falls. An incident report indicated one day the resident had an unwitnessed fall. The resident stated she was looking at things on her bookshelf and fell out of her chair. The staff immediately reported the incident to the nurse. The nurse assessed the resident had no change in range of motion or mobility after the fall. The incident report indicated the resident had a bruise on her left eyebrow, and neurologic assessments were completed, with no concerns identified. The resident’s progress notes indicated after the fall the resident had full range of motion but reported pain when moving her left leg. A follow up progress note indicated when the nurse assessed the resident for injuries, the resident had full range of motion and slight tenderness in the opposite leg. When the nurse assessed the resident after the incident there was no indication the resident had pain in her left leg. A faxed communication to the resident’s provider the following day indicated the facility reported the resident had hip and back pain, with orders for a transdermal lidocaine patch received. Three days later a hospital note indicated the resident was admitted to the hospital with back pain, hypertension, and increased confusion. The resident record indicated while hospitalized, the resident was admitted to hospice for end-of-life care related to end stage renal disease, and hemodialysis was discontinued. The resident was readmitted to the facility the following day. The resident died at the facility 8 days later. The resident’s record of death indicated the resident died of natural causes related to end stage renal disease. When interviewed facility staff stated the resident was assessed for injuries after the fall occurred and no injuries were noted. When interviewed the resident’s family member stated she had no concerns with actions taken by the facility to help prevent the resident’s falls, or the care and services provided. The family member stated the resident was assessed for injuries after the fall occurred, and the resident’s hospice admission and subsequent death were not related to the fall that occurred at the facility. In conclusion, the Minnesota Department of Health determined neglect was not substantiated. “Not Substantiated” means: An investigatory conclusion indicating the preponderance of evidence shows that an act meeting the definition of maltreatment did not occur. Neglect: Minnesota Statutes, section 626.5572, subdivision 17 Neglect means neglect by a caregiver or self-neglect. (a) "Caregiver neglect" means the failure or omission by a caregiver to supply a vulnerable adult with care or services, including but not limited to, food, clothing, shelter, health care, or supervision which is: (1) reasonable and necessary to obtain or maintain the vulnerable adult's physical or mental health or safety, considering the physical and mental capacity or dysfunction of the vulnerable adult; and (2) which is not the result of an accident or therapeutic conduct. Vulnerable Adult interviewed: No, deceased. Family/Responsible Party interviewed: Yes Alleged Perpetrator interviewed: N/A. the Action taken by facility: No action taken. Action taken by the Minnesota Department of Health: No further action taken at this time. cc: The Office of Ombudsman for Long Term Care The Office of Ombudsman for Mental Health and Developmental Disabilities. PRINTED: 01/09/2024 FORM APPROVED STATEMENT OF DEFICIENCIES (X1) PROVIDER/SUPPLIER/CLIA (X2) MULTIPLE CONSTRUCTION (X3) DATE SURVEY AND PLAN OF CORRECTION IDENTIFICATION NUMBER: COMPLETED A. BUILDING: ______________________ C B. WING _____________________________ 25455 12/13/2023 NAME OF PROVIDER OR SUPPLIER STREET ADDRESS, CITY, STATE, ZIP CODE 3042 MORRIS THOMAS ROAD HERITAGE HAVEN INC DULUTH, MN 55811 SUMMARY STATEMENT OF DEFICIENCIES PROVIDER'S PLAN OF CORRECTION (X4) ID ID (X5) PREFIX (EACH DEFICIENCY MUST BE PRECEDED BY FULL PREFIX (EACH CORRECTIVE ACTION SHOULD BE COMPLETE REGULATORY OR LSC IDENTIFYING INFORMATION) CROSS-REFERENCED TO THE APPROPRIATE DATE TAG TAG DEFICIENCY) 0 000 Initial Comments 0 000 On December 13, 2023, the Minnesota Department of Health initiated an investigation of complaint #HL254558286M/#HL254555465C. No correction orders are issued. LABORATORY DIRECTOR'S OR PROVIDER/SUPPLIER REPRESENTATIVE'S SIGNATURE TITLE (X6) DATE STATE FORM 6899 E63M11 If continuation sheet 1 of 1
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