Nursing homes › Minnesota › The Estates at Excelsior LLC
515 Division Street, Excelsior, MN 55331 · 9524745488 · 45 certified beds
Per CMS filings, this facility is affiliated with Monarch Healthcare Management, a group operating 45 facilities in 1 states. Group record: average rating 2.3/5, 5 abuse citation icons, 0 facilities on the Special Focus list, $1,559,048 in federal fines. This facility rates below its group average (2.3/5).
Total nurse staffing: 3.59 (Minnesota median: 4.16). RN hours: 1.41. Weekend total: 3.16. Nursing staff turnover: 40%.
All-time on record: 46 deficiency citations, including 1 at immediate-jeopardy level. Below: citations from 2023 onward (severity letters explained in methodology).
| Survey date | Deficiency | Sev. | Type | Status |
|---|---|---|---|---|
| 2026-04-07 | Ensure each resident’s drug regimen must be free from unnecessary drugs. | E | Health | corrected 2026-05-22 |
| 2026-04-07 | Honor the resident's right to a dignified existence, self-determination, communication, and to exercise his or her rights. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Allow residents to self-administer drugs if determined clinically appropriate. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Honor the resident's right to be treated with respect and dignity and to retain and use personal possessions. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Develop the complete care plan within 7 days of the comprehensive assessment; and prepared, reviewed, and revised by a team of health professionals. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Ensure residents do not lose the ability to perform activities of daily living unless there is a medical reason. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Provide appropriate treatment and care according to orders, resident’s preferences and goals. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Provide appropriate care for a resident to maintain and/or improve range of motion (ROM), limited ROM and/or mobility, unless a decline is for a medical reason. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Develop and implement policies and procedures for flu and pneumonia vaccinations. | D | Health | corrected 2026-05-22 |
| 2026-04-07 | Educate residents and staff on COVID-19 vaccination, offer the COVID-19 vaccine to eligible residents and staff after education, and properly document each resident and staff member's vaccination status. | D | Health | corrected 2026-05-22 |
| 2025-11-26 | Protect each resident from all types of abuse such as physical, mental, sexual abuse, physical punishment, and neglect by anybody. | J | complaint | corrected 2025-11-17 |
| 2025-06-16 | Ensure meals and snacks are served at times in accordance with resident’s needs, preferences, and requests. Suitable and nourishing alternative meals and snacks must be provided for residents who want to eat at non-traditional times or outside of scheduled meal times. | F | Health | corrected 2025-07-30 |
| 2025-06-16 | Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards. | F | Health | corrected 2025-07-30 |
| 2025-06-16 | Have a plan that describes the process for conducting QAPI and QAA activities. | F | Health | corrected 2025-07-30 |
| 2025-06-16 | Set up an ongoing quality assessment and assurance group to review quality deficiencies and develop corrective plans of action. | F | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide and implement an infection prevention and control program. | F | Health | corrected 2025-07-30 |
| 2025-06-16 | Honor the resident's right to organize and participate in resident/family groups in the facility. | E | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide the required documentation or notification related to the resident's needs, appeal rights, or bed-hold policies. | E | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide care and assistance to perform activities of daily living for any resident who is unable. | E | complaint | corrected 2025-07-30 |
| 2025-06-16 | Give residents notice of Medicaid/Medicare coverage and potential liability for services not covered. | D | complaint | corrected 2025-07-30 |
| 2025-06-16 | Honor the resident's right to a safe, clean, comfortable and homelike environment, including but not limited to receiving treatment and supports for daily living safely. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Prevent the use of unnecessary psychotropic medications or use medications that may restrain a resident's ability to function. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Create and put into place a plan for meeting the resident's most immediate needs within 48 hours of being admitted | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Develop and implement a complete care plan that meets all the resident's needs, with timetables and actions that can be measured. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Develop the complete care plan within 7 days of the comprehensive assessment; and prepared, reviewed, and revised by a team of health professionals. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide enough food/fluids to maintain a resident's health. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide safe, appropriate dialysis care/services for a resident who requires such services. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Provide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Ensure each resident receives and the facility provides food that accommodates resident allergies, intolerances, and preferences, as well as appealing options. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Implement a program that monitors antibiotic use. | D | Health | corrected 2025-07-30 |
| 2025-06-16 | Develop and implement policies and procedures for flu and pneumonia vaccinations. | D | Health | corrected 2025-07-30 |
| 2025-01-29 | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | D | complaint | corrected 2025-02-28 |
| 2025-01-29 | Provide and implement an infection prevention and control program. | D | complaint | corrected 2025-02-28 |
| 2024-11-07 | Immediately tell the resident, the resident's doctor, and a family member of situations (injury/decline/room, etc.) that affect the resident. | D | complaint | corrected 2024-11-29 |
| 2024-05-16 | Set up an ongoing quality assessment and assurance group to review quality deficiencies and develop corrective plans of action. | F | Health | corrected 2024-06-18 |
| 2024-05-16 | Ensure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs. | E | Health | corrected 2024-06-18 |
| 2024-05-16 | Provide and implement an infection prevention and control program. | E | Health | corrected 2024-06-18 |
| 2024-05-16 | Notify the resident or the resident’s representative in writing how long the nursing home will hold the resident’s bed in cases of transfer to a hospital or therapeutic leave. | D | Health | corrected 2024-06-18 |
No federal fines or payment denials on record.
| Name | Role | Type | % | Since |
|---|---|---|---|---|
| NIJ LLC | 5% Or Greater Direct Ownership Interest | Organization | 7% | since 03/01/2017 |
| SPARTAN HEALTHCARE LLC | 5% Or Greater Direct Ownership Interest | Organization | 30% | since 03/01/2017 |
| YAZOMA HOLDINGS, LLC | 5% Or Greater Direct Ownership Interest | Organization | 30% | since 03/01/2017 |
| STERN, WILLIAM | 5% Or Greater Direct Ownership Interest | Individual | 20% | since 03/01/2017 |
| HALPERT, MARC | 5% Or Greater Indirect Ownership Interest | Individual | 30% | since 03/01/2017 |
| JAFFA, NOAM | 5% Or Greater Indirect Ownership Interest | Individual | 7% | since 03/01/2017 |
| LEGUM, JOSHUA | 5% Or Greater Indirect Ownership Interest | Individual | 30% | since 03/01/2017 |
| HALPERT, MARC | Corporate Officer | Individual | NOT APPLICABLE | since 03/01/2017 |
| LEGUM, JOSHUA | Corporate Officer | Individual | NOT APPLICABLE | since 03/01/2017 |
| STERN, WILLIAM | Corporate Officer | Individual | NOT APPLICABLE | since 03/01/2017 |
| MONARCH HEALTHCARE OPERATING IV LLC | Operational/Managerial Control | Organization | NOT APPLICABLE | since 03/01/2017 |
| STERN, WILLIAM | Operational/Managerial Control | Individual | NOT APPLICABLE | since 03/01/2017 |
Source: CMS Provider Data Catalog (July 2026 release) — provider file, deficiency file, ownership file, penalty file. CCN 245332. Corrections: data@carerecords.org.