Civic Intelligence

Arcadia at Home

990 • Fiscal year 2021 • EIN 46-3228530

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileARCADIA.ORG
1434 Punahou StreetHonolulu, HI 96822

(808) 941-0941

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.75x

Higher debt load relative to assets than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

5.79x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

28th percentile

1.1%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$363,224

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 90.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

3.8%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$1,328,659

Up $198,681 (+18%) from 2020

Net Assets

Up

-$993,453

Up $4,231 (+0.4%) from 2020

Liabilities

Up

$2,322,112

Up $194,450 (+9.1%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin28th percentile

Revenue

Up

$401,364

Up $14,616 (+3.8%) from 2020

Expenses

Up

$397,133

Up $23,064 (+6.2%) from 2020

Net Income

Down

$4,231

Down $8,448 (-67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$2.0M$0-$2.0MAssets 2013: $1Liabilities 2013: $30,8312013Assets 2014: $21,527Liabilities 2014: $163,392Net Assets 2014: -$141,8652014Assets 2015: $202,558Liabilities 2015: $582,548Net Assets 2015: -$379,9902015Assets 2016: $83,293Liabilities 2016: $698,938Net Assets 2016: -$615,6452016Assets 2017: $489,882Liabilities 2017: $1,383,178Net Assets 2017: -$893,2962017Assets 2018: $576,804Liabilities 2018: $1,442,234Net Assets 2018: -$865,4302018Assets 2019: $1,038,272Liabilities 2019: $2,048,635Net Assets 2019: -$1,010,3632019Assets 2020: $1,129,978Liabilities 2020: $2,127,662Net Assets 2020: -$997,6842020Assets 2021: $1,328,659Liabilities 2021: $2,322,112Net Assets 2021: -$993,4532021Assets 2022: $1,821,571Liabilities 2022: $2,814,819Net Assets 2022: -$993,2482022Assets 2023: $2,244,353Liabilities 2023: $3,035,644Net Assets 2023: -$791,2912023Assets 2024: $2,512,329Liabilities 2024: $3,017,759Net Assets 2024: -$505,4302024

Highlighted filing

2021

Assets$1,328,659
Liabilities$2,322,112
Net Assets-$993,453
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $0Expenses 2013: $30,831Net Income 2013: -$30,8312013Revenue 2014: $0Expenses 2014: $111,034Net Income 2014: -$111,0342014Revenue 2015: $36,488Expenses 2015: $274,613Net Income 2015: -$238,1252015Revenue 2016: $173,469Expenses 2016: $409,124Net Income 2016: -$235,6552016Revenue 2017: $235,777Expenses 2017: $513,428Net Income 2017: -$277,6512017Revenue 2018: $415,181Expenses 2018: $387,315Net Income 2018: $27,8662018Revenue 2019: $267,635Expenses 2019: $412,568Net Income 2019: -$144,9332019Revenue 2020: $386,748Expenses 2020: $374,069Net Income 2020: $12,6792020Revenue 2021: $401,364Expenses 2021: $397,133Net Income 2021: $4,2312021Revenue 2022: $591,943Expenses 2022: $585,743Net Income 2022: $6,2002022Revenue 2023: $622,582Expenses 2023: $516,187Net Income 2023: $106,3952023Revenue 2024: $837,513Expenses 2024: $678,637Net Income 2024: $158,8762024

Highlighted filing

2021

Revenue$401,364
Expenses$397,133
Net Income$4,231
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$401,364
Mission and Program Overview

Mission

To establish, support, own, maintain and operate a residential retirement membership program for elderly individuals, which provides benefits and at-home and facility-based services for those seniors who choose to reside in their own homes as they grow older.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,081,148$897,451▼ $183,697
Accounts Receivable$30,656$29,591▼ $1,065
Land, Buildings, and Equipment, Net$18,174$14,539▼ $3,635
Prepaid Expenses and Deferred Charges$0$428▲ $428
Total Assets$1,129,978$1,328,659▲ $198,681
Other Assets Total$0$386,650▲ $386,650
Liabilities
Deferred Revenue$2,024,549$2,313,283▲ $288,734
Other Liabilities$98,363$5,810▼ $92,553
Accounts Payable and Accrued Expenses$4,750$3,019▼ $1,731
Total Liabilities$2,127,662$2,322,112▲ $194,450
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-997,684$-993,453▲ $4,231
Total Net Assets Fund Balance$-997,684$-993,453▲ $4,231
Total Liabilities and Net Assets / Fund Balance$1,129,978$1,328,659▲ $198,681

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,539$13,934$28,473
Other Assets Org$386,650--
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Martin ZornChairman
Suzie SchulbergPresident & CEO
Kathy AokiVice Chair
Kent ReinkerBoard Member
Laura ReichardtBoard Member
Lucas SayinBoard Member
Vivian LaiCFO
Corlis ChangSecretary
Koren DreherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$398,893
Investment Income
$0
Other Revenue
$2,471
Change in Net Assets
$4,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,117
Salaries, Compensation, and Employee Benefits$165,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,636--$129,636
Fees for Services Management-$47,525-$47,525
Information Technology$18,765--$18,765
Other Employee Benefits$17,387--$17,387
Office Expenses$10,212--$10,212
Pension Plan Contributions$9,135--$9,135
Payroll Taxes$8,858--$8,858
Occupancy$7,510--$7,510
Advertising$5,478--$5,478
Fees for Services Other$4,366--$4,366
Depreciation Depletion$3,635--$3,635
Other Expenses$693--$693
Conferences and Meetings$534--$534
Total Functional Expenses$349,608$47,525$0$397,133
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Entrance Fee Deposits$5,810
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Arcadia community services is the sole member of the organization.”

Form 990, Part VI, Section A, Line 7A

“Board of directors are elected by arcadia community services.”

Form 990, Part VI, Section B, Line 11B

“A complete form 990 is provided to each member of the finance committee of the board of directors for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization has conflict of interest policies which cover officers, directors, and key employees of all entities under the arcadia family of companies. An interested person must disclose the existence of any actual or possible conflict of interest and all material facts to the governing board. The remaining board members shall discuss and determine if a conflict of interest exists. If a conflict exists, the disinterested board members must exercise due diligence and determine by a majority vote whether the transaction or arrangement is in the organization's best interest, and determine whether to enter into the transaction or arrangement. The interested person is prohibited from participating in the board's deliberations and decisions in the transaction. In addition, the conflict disclosure request to board members is conducted annually. For employees, potential and actual conflicts of interest must immediately be disclosed to employee's immediate supervisor or department director/manager.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Arcadia at Home
EIN
46-3228530
Phone
8089410941
Address
1434 PUNAHOU STREET, HONOLULU, HI 96822

Signing Officer

Name
Vivian Lai
Title
Chief Financial Officer
Phone
8089410941
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Lai
Formed
2013
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Melanie a King
Phone
8085311040
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

“The organization does not issue form w-2. Form w-2 for the organization's employees are issued by a related organization.”

Financial Statement Notes

PART X, LINE 2:

“In evaluating a tax position for recognition, arcadia evaluates whether it is more-likely-than-not that a tax position will be sustained upon examination, including resolution of related appeals or litigation processes, based on the technical merits of the position. If the tax position meets the more-likely-than-not recognition threshold, the tax position is measured and recognized on the entities' financial statements as the largest amount of tax benefit that, in management's judgment, is greater than 50% likely of being realized upon ultimate settlement. Arcadia files information returns in the united states (u.s.) federal jurisdiction. Arcadia's evaluation of tax positions was performed for the 2018 through 2021 tax years for the u.s. Federal jurisdiction, the tax years which remain subject to examination by the internal revenue service as of december 31, 2021 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2021 and 2020. It is arcadia's policy to recognize interest accrued related to underpayment of income taxes in interest expense and penalties in administrative expenses.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08858
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IRS990/PensionPlanContributionsGrp/TotalAmt09135
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES REVE
IRS990/ProgramServiceRevenueGrp/Desc1AMORTIZATION OF ENTRAN
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1191229
IRS990/ProgSrvcAccomActy2Grp/Desc0MONTHLY SERVICE CHARGE. THE MONTHLY SERVICE CHARGE WILL PROVIDE MEMBERS WITH A COMPREHENSIVE ARRAY OF HEALTH AND HOME ASSESSMENTS, 4 HOURS OF SERVICE PER MONTH, COORDINATION OF SERVICES BY MEMBER SERVICES MANAGER, ACCESS TO PROGRAMS, ACTIVITIES AND HEALTH CARE SERVICES AT ARCADIA RETIREMENT RESIDENCE AND 15 CRAIGSIDE, AS WELL AS PERSONAL EMERGENCY RESPONSE SYSTEM. AT DECEMBER 31, 2021 THERE WERE 52 MEMBERS IN THE PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0338525
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0210135
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O FOR THE STATEMENT OF COMMUNITY BENEFIT FOR THE YEAR ENDED DECEMBER 31, 2021.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STATEMENT OF COMMUNITY BENEFITSIN 2010, ARCADIA COMMUNITY SERVICES, A NONPROFIT CORPORATION, WAS ORGANIZED TO SUPPORT THE MISSION, PROGRAMS, AND SERVICES OF ARCADIA RETIREMENT RESIDENCE (ARCADIA) AND CRAIGSIDE RETIREMENT RESIDENCE (15 CRAIGSIDE) AND COORDINATE THE EFFORTS OF OUR FAMILY OF COMPANIES, INCLUDING OUR HOME AND COMMUNITY BASED PROGRAMS. IN 2011, 15 CRAIGSIDE COMPLETED BUILDING ITS NEW LIFE PLAN COMMUNITY (LPC) AND BEGAN OPERATIONS. TOGETHER WITH THE OTHER RELATED ARCADIA SUPPORT ORGANIZATIONS, THE ARCADIA FOUNDATION (TAF), ARCADIA HOME HEALTH SERVICES (AHHS), ARCADIA ELDER SERVICES (AES), ARCADIA AT HOME (AAH), AND THE ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER (AADCDH), THE ARCADIA FAMILY OF COMPANIES (AFC) ACTS AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH THE CORE PURPOSE OF SERVING AND PROTECTING THE LIVES OF HAWAII'S KUPUNA.ARCADIA IS HAWAII'S OLDEST PRE-EMINENT LPC AND IS THE FIRST LPC IN HAWAII ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES AND THE CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC). ARCADIA OFFERS LIFETIME RESIDENCY WITH A CONTINUUM OF CARE THAT BEGINS WITH INDEPENDENT LIVING IN ONE'S APARTMENT WITH ACCESS TO AN ARRAY OF ACTIVITIES, WELLNESS PROGRAMS, HEALTH CARE SERVICES, FOOD, PERSONAL ASSISTANCE, IF REQUESTED, SECURITY, MAINTENANCE, HOUSEKEEPING AND LINEN SERVICE, AND ALONG THE CONTINUUM, IF NEEDED, ASSISTED LIVING, SKILLED AND INTERMEDIATE LONG TERM CARE, SPECIAL CARE FOR THOSE WHO DEVELOP ALZHEIMER'S DISEASE AND DEMENTIA, AND END OF LIFE CARE. 15 CRAIGSIDE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND AAH OFFERS A SIMILAR LIFE-CARE GUARANTEE AND PROGRAM WHILE A MEMBER RESIDES IN HIS/HER/THEIR HOME.ARCADIA, AND ITS FAMILY OF COMPANIES, ARE GUIDED BY A VISION THAT CALLS EVERY COMPANY TO PROVIDE OPTIMUM EFFORT IN SUPPORT OF ITS RESIDENTS, CLIENTS AND MEMBERS, AND TO PROVIDE BENEFITS AND SERVICES TO SENIORS IN THE GREATER COMMUNITY. THROUGHOUT ARCADIA'S 55-YEAR HISTORY, IT HAS CONSISTENTLY DEMONSTRATED A CLEAR AND CONSISTENT CHARITABLE PURPOSE: PROVIDING SENIOR LIVING EXCELLENCE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. IN 2005 ARCADIA BEGAN TO DOCUMENT THE WAYS AFC HAS SERVED THE HAWAII COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH AFC AND ITS PERSONNEL HAVE SERVED THE COMMUNITY IN 2021. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,400,000 IN 2021.1. UNCOMPENSATED (CHARITY CARE)ARCADIA AND 15 CRAIGSIDE CONTINUED TO PROVIDE SERVICES TO RESIDENTS AND MEMBERS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2021 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $383,852 AT ARCADIA AND $669,611 AT 15 CRAIGSIDE. ARCADIA, 15 CRAIGSIDE AND AAH ALSO PROVIDED HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRED ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $24,455 FOR ARCADIA AND $53,450 FOR AAH IN 2021.2. HOSPICE CAREDURING 2021, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING END OF LIFE CARE AND SUPPORTIVE CARE, IN CONNECTION WITH LOCAL MEDICARE CERTIFIED HOSPICE ORGANIZATIONS, TO SHORT-TERM RESIDENTS WHO HAVE BEEN ADMITTED DIRECTLY INTO ARCADIA'S AND 15 CRAIGSIDE'S RESPECTIVE HEALTH CARE CENTERS WITHOUT PREVIOUSLY BEING RESIDENTS OF ARCADIA OR 15 CRAIGSIDE. 3. SUPPORT FOR ARCADIA'S HEALTH CARE CENTERTHE ARCADIA MEMORIAL IRREVOCABLE TRUST FUND UNDER TAF PROVIDED $36,000 IN ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT, NOT OTHERWISE PROVIDED, FOR THE BENEFIT OF THE RESIDENTS RESIDING IN ARCADIA'S HEALTH CARE CENTER. SERVICES INCLUDED ENTERTAINMENT, A WALKING-COMPANION PROGRAM, AS WELL AS OTHER PERSONAL SERVICES SUCH AS MASSAGES, MANICURES AND PEDIC
IRS990/ProgSrvcAccomActyOtherGrp/Desc18. COMMUNITY SUPPORT DURING THE COVID-19 PANDEMICAFC WAS BLESSED TO RECEIVE A TREMENDOUS AMOUNT OF COMMUNITY SUPPORT AND DONATIONS DURING THE PANDEMIC. IN RETURN, THE AFC SOUGHT NEW WAYS TO GIVE BACK TO THE COMMUNITY AND SHOW APPRECIATION FOR OTHERS. IN 2021, AFC DONATED PERSONAL PROTECTIVE EQUIPMENT (PPE) TOTALING OVER $202,000 TO OTHER HEALTH CARE FACILITIES AS WELL AS SCHOOLS AT A TIME WHEN DEMAND FOR PPE WAS STILL HIGH AND PRICES WERE ELEVATED.IN JANUARY 2021, THE HAWAII STATE DEPARTMENT OF HEALTH FILMED A PUBLIC SERVICE ANNOUNCEMENT TO ENCOURAGE THE PEOPLE OF HAWAII TO TAKE THE COVID-19 VACCINE. THEY FILMED ONSITE AT 15 CRAIGSIDE AND HAD GREAT PARTICIPATION FROM RESIDENTS AND STAFF, INCLUDING AFC'S PRESIDENT AND CEO, SUZIE SCHULBERG. ADDITIONALLY, IN OCTOBER 2021, MS. SCHULBERG PARTICIPATED IN THE PACIFIC BUSINESS NEWS ROUNDTABLE FOCUSING ON HEALTHCARE. THE ROUNDTABLE GATHERED FOUR HEALTH CARE LEADERS WHO DEALT WITH OVERFLOWING INTENSIVE CARE UNITS AMID VARIANT SURGES, INCREASED CORONAVIRUS TESTING AND TREATMENT, AND PPE AND WORKFORCES SHORTAGES THROUGHOUT THE PANDEMIC. MS. SCHULBERG WAS ALSO SELECTED AS AN HONOREE AT PACIFIC BUSINESS NEWS' ANNUAL WOMEN WHO MEAN BUSINESS AWARDS RECOGNIZING THE OUTSTANDING WOMEN BUSINESS LEADERS IN HAWAII WHO MAKE A DIFFERENCE. AS PRESIDENT AND CEO OF HAWAII'S LARGEST SENIOR CARE PROVIDER, MS. SCHULBERG'S DAILY CONTRIBUTIONS ON THE JOB ARE CLOSELY INTERTWINED WITH THE POSITIVE IMPACTS SHE HAS ON THE HAWAII COMMUNITY.9. MEAL SERVICE AND DELIVERY TO SENIORS IN HONOLULUDURING THE YEAR, AHHS'S MEAL DELIVERY SERVICE PROGRAM PROVIDED SENIORS IN HONOLULU WITH HOT, NUTRITIOUS MEALS AT REASONABLE PRICES. IN ADDITION, THE MEAL PREPARATION SERVICE WAS ABLE TO ACCOMMODATE CLIENTS NEEDING PARTICULAR DIETS BECAUSE OF HEALTH REASONS, A SERVICE THAT MOST MOBILE MEAL SERVICES ARE UNABLE TO RENDER. OVER 4,800 DELIVERIES WERE MADE IN 2021 WHICH WAS A VITAL SERVICE TO HELP SENIORS TO SAFELY STAY HOME DURING THE PANDEMIC AND LIMIT EXPOSURE.10. HOME CARE IN SUPPORT OF SENIORSAHHS WAS FORMED IN MARCH, 2003 TO PROVIDE QUALITY CARE TO SENIORS IN HONOLULU IN THE COMFORT OF THEIR OWN HOMES. ARCADIA, IN FORMING THIS SUPPORT ORGANIZATION, RECOGNIZED THAT MANY SENIORS WHO COULD USE HELP PREFERRED TO CONTINUE TO LIVE IN THEIR CURRENT RESIDENCES.THE PROGRAM CONTINUES TO PROVIDE REASONABLY PRICED SERVICES BASED ON ARCADIA'S MISSION OF PROVIDING EXCELLENCE IN CARE WITH COMPASSION. THE SERVICES AVAILABLE INCLUDE PERSONAL CARE SERVICES AND COMPANION SERVICES, LIMITED HEALTH CARE SERVICES, HOUSEKEEPING, AND TRANSPORTATION SERVICES. THE PROGRAM SERVED ABOUT 200 CLIENTS AS OF DECEMBER 31, 2021.PROTECTING THE HEALTH AND WELL-BEING OF OUR RESIDENTS, CLIENTS, MEMBERS AND EMPLOYEES IS A TOP PRIORITY FOR AFC. THROUGHOUT 2020 AND 2021, AFC ENHANCED OUR COMPREHENSIVE PANDEMIC RESPONSE PLAN FOR OUR LIFE PLAN COMMUNITIES AND HOME AND COMMUNITY BASED SERVICES TO MINIMIZE THE IMPACT OF COVID-19 ON OUR WORKPLACE. THIS ALLOWED OUR EMPLOYEES TO CONTINUE TO CARE FOR CLIENTS AT HOME SAFELY DURING THE PANDEMIC.11. DEVELOPING A SENIOR COMMUNITY WITHOUT WALLSTHE AFC HAS DEVELOPED A "LPC WITHOUT WALLS" PROGRAM IN HONOLULU. THIS CONCEPT PROVIDES SERVICES SIMILAR TO THOSE PROVIDED BY ARCADIA AND 15 CRAIGSIDE, INCLUDING A LIFE CARE AGREEMENT, EXCEPT THAT THE SERVICES ARE PROVIDED IN A MEMBER'S HOME FOR THOSE SENIORS WHO PREFER "AGING IN PLACE" AT HOME. DURING 2014, THE HONOLULU COMMUNITY WAS INTRODUCED TO THIS NEW CONCEPT. MEMBER SERVICES COMMENCED IN APRIL 2015. AS OF DECEMBER 31, 2021, THERE WERE 52 MEMBERS IN THE PROGRAM. DURING 2021, MEMBERS' ACCESS TO ARCADIA AND 15 CRAIGSIDE WERE LIMITED TO PART OF THE YEAR DUE TO COVID-19 RESTRICTIONS AT THE COMMUNITIES. AAH REIMAGINED WAYS AND ACTIVITIES TO ENGAGE WITH MEMBERS WHILE KEEPING THEM SAFE.
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0231943
IRS990/PYOtherRevenueAmt01214
IRS990/PYProgramServiceRevenueAmt0384155
IRS990/PYRevenuesLessExpensesAmt012679
IRS990/PYSalariesCompEmpBnftPaidAmt0142126
IRS990/PYTotalExpensesAmt0374069
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0386748
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04231
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0191229
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGISTRATION FEES - 2017 AMOUNT: $ 838. 2018 AMOUNT: $ 1,517. 2019 AMOUNT: $ 3,045. 2020 AMOUNT: $ 1,214. 2021 AMOUNT: $ 2,471.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01379
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0398893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0384155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0264590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0413664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0234189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01695491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01379
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02471
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01214
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03045
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01517
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0838
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09085
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99390
IRS990ScheduleA/PublicSupportPY509Pct00.99460
IRS990ScheduleA/PublicSupportTotal509Amt01696241
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0398893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0384155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0264590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0413664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0234939
IRS990ScheduleA/Total509Grp/TotalAmt01696241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0401364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0386748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0267635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0415181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01706705
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt014539
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013934
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt028473
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0386650
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ENTRANCE FEE DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN EVALUATING A TAX POSITION FOR RECOGNITION, ARCADIA EVALUATES WHETHER IT IS MORE-LIKELY-THAN-NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IF THE TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE TAX POSITION IS MEASURED AND RECOGNIZED ON THE ENTITIES' FINANCIAL STATEMENTS AS THE LARGEST AMOUNT OF TAX BENEFIT THAT, IN MANAGEMENT'S JUDGMENT, IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ARCADIA FILES INFORMATION RETURNS IN THE UNITED STATES (U.S.) FEDERAL JURISDICTION. ARCADIA'S EVALUATION OF TAX POSITIONS WAS PERFORMED FOR THE 2018 THROUGH 2021 TAX YEARS FOR THE U.S. FEDERAL JURISDICTION, THE TAX YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AS OF DECEMBER 31, 2021 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2021 AND 2020. IT IS ARCADIA'S POLICY TO RECOGNIZE INTEREST ACCRUED RELATED TO UNDERPAYMENT OF INCOME TAXES IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014539
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0386650
IRS990ScheduleD/TotalLiabilityAmt05810
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt037500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt145000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0283048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1201928
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt118150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06346
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt011680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt110209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUZIE SCHULBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VIVIAN LAI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0363224
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO AND CFO ARE COMPENSATED BY A RELATED ORGANIZATION. THE SALARY AND COMPENSATION OF THE CEO IS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND THEN REVIEWED AND VOTED UPON BY THE FULL BOARD. THE SALARY AND COMPENSATION OF OTHER MANAGEMENT EMPLOYEES ARE SET BY MANAGEMENT UNDER THE DIRECTION OF THE CEO, WHICH IS NOT SPECIFICALLY REVIEWED BY THE BOARD. IN DETERMINING COMPENSATION, MANAGEMENT, IN PART, RELIES ON THE FINDINGS OF THE HUMAN RESOURCES DEPARTMENT IN REVIEWING COMPENSATION OF LOCAL BUSINESSES (AS PROVIDED BY THE HAWAII EMPLOYER'S COUNCIL) AND LOCAL AND NATIONAL COMPENSATION STUDIES FOR CONTINUING CARE RETIREMENT COMMUNITIES, GENERAL HEALTHCARE, HOSPITALITY, AND OTHER INDUSTRIES. THE COMPENSATION ANALYSIS AND SUPPORTING DATA ARE PREPARED AT LEAST ANNUALLY AND MAINTAINED BY HUMAN RESOURCES. COMPENSATION FOR ALL EMPLOYEES IN THE FAMILY OF COMPANIES IS PART OF THE ANNUAL BUDGETS PREPARED FOR THE COMPANIES AND APPROVED BY THE BOARDS. THE COMPENSATION ANALYSIS IS ALSO UPDATED DURING THE YEAR AS UPDATED COMPENSATION SURVEYS AND INDUSTRY DATA IS OBTAINED. THE ANALYSES ARE PRESENTED TO THE COMPENSATION COMMITTEE WHICH IS MADE UP OF SOME OF THE EXECUTIVE LEADERSHIP TEAM MEMBERS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT ISSUE FORM W-2. FORM W-2 FOR THE ORGANIZATION'S EMPLOYEES ARE ISSUED BY A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ARCADIA COMMUNITY SERVICES IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS ARE ELECTED BY ARCADIA COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS CONFLICT OF INTEREST POLICIES WHICH COVER OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ALL ENTITIES UNDER THE ARCADIA FAMILY OF COMPANIES. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE GOVERNING BOARD. THE REMAINING BOARD MEMBERS SHALL DISCUSS AND DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE DISINTERESTED BOARD MEMBERS MUST EXERCISE DUE DILIGENCE AND DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, AND DETERMINE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. IN ADDITION, THE CONFLICT DISCLOSURE REQUEST TO BOARD MEMBERS IS CONDUCTED ANNUALLY. FOR EMPLOYEES, POTENTIAL AND ACTUAL CONFLICTS OF INTEREST MUST IMMEDIATELY BE DISCLOSED TO EMPLOYEE'S IMMEDIATE SUPERVISOR OR DEPARTMENT DIRECTOR/MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,328,659
Liabilities
$2,322,112
Net assets
-$993,453
Revenue
$401,364
Expenses
$397,133
Net income
$4,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$3.02$0.51$0.84$0.68$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.24$3.04$0.79$0.62$0.52$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.82$2.81$0.99$0.59$0.59$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.33$2.32$0.99$0.40$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.13$2.13$1.00$0.39$0.37$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.04$2.05$1.01$0.27$0.41$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.58$1.44$0.87$0.42$0.39$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.49$1.38$0.89$0.24$0.51$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.70$0.62$0.17$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.58$0.38$0.04$0.27$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.16$0.14$0.00$0.11$0.11
2013Summary only. Only limited summary data is available for this year.$0.00$0.03$0.00$0.03$0.03