Civic Intelligence

The Arcadia Foundation

990 • Fiscal year 2015 • EIN 99-0335929

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 12, 2016

Organization ProfileWWW.ARCADIA-HI.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

42nd percentile

0.16x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

1.73x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$389,612

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

220%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$17,358,898

Up $1,738,448 (+11%) from 2014

Net Assets

Up

$14,582,689

Up $1,108,531 (+8.2%) from 2014

Liabilities

Up

$2,776,209

Up $629,917 (+29%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin97th percentile

Revenue

Up

$1,603,924

Up $1,103,068 (+220%) from 2014

Expenses

Down

$283,971

Down $368,743 (-56%) from 2014

Net Income

Up

$1,319,953

Up $1,471,811 (+969%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30M$20M$10M$0Assets 2010: $14,460,522Liabilities 2010: $2,436,229Net Assets 2010: $12,024,2932010Assets 2011: $14,451,885Liabilities 2011: $2,337,329Net Assets 2011: $12,114,5562011Assets 2012: $15,268,595Liabilities 2012: $2,366,517Net Assets 2012: $12,902,0782012Assets 2013: $15,933,720Liabilities 2013: $2,188,135Net Assets 2013: $13,745,5852013Assets 2014: $15,620,450Liabilities 2014: $2,146,292Net Assets 2014: $13,474,1582014Assets 2015: $17,358,898Liabilities 2015: $2,776,209Net Assets 2015: $14,582,6892015Assets 2016: $17,653,166Liabilities 2016: $1,981,233Net Assets 2016: $15,671,9332016Assets 2017: $19,070,285Liabilities 2017: $1,983,407Net Assets 2017: $17,086,8782017Assets 2018: $19,097,250Liabilities 2018: $2,248,500Net Assets 2018: $16,848,7502018Assets 2019: $20,730,207Liabilities 2019: $2,315,938Net Assets 2019: $18,414,2692019Assets 2020: $22,876,434Liabilities 2020: $2,294,356Net Assets 2020: $20,582,0782020Assets 2021: $24,846,111Liabilities 2021: $1,793,052Net Assets 2021: $23,053,0592021Assets 2022: $22,312,439Liabilities 2022: $1,592,290Net Assets 2022: $20,720,1492022Assets 2023: $22,588,583Liabilities 2023: $1,001,214Net Assets 2023: $21,587,3692023Assets 2024: $23,183,345Liabilities 2024: $1,107,774Net Assets 2024: $22,075,5712024

Highlighted filing

2015

Assets$17,358,898
Liabilities$2,776,209
Net Assets$14,582,689
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $26,1342010Expenses 2011: $99,2252011Expenses 2012: $27,4272012Revenue 2013: $617,914Expenses 2013: $36,951Net Income 2013: $580,9632013Revenue 2014: $500,856Expenses 2014: $652,714Net Income 2014: -$151,8582014Revenue 2015: $1,603,924Expenses 2015: $283,971Net Income 2015: $1,319,9532015Revenue 2016: $1,419,905Expenses 2016: $268,801Net Income 2016: $1,151,1042016Revenue 2017: $576,862Expenses 2017: $596,627Net Income 2017: -$19,7652017Revenue 2018: $897,906Expenses 2018: $143,510Net Income 2018: $754,3962018Revenue 2019: $770,942Expenses 2019: $217,285Net Income 2019: $553,6572019Revenue 2020: $2,085,513Expenses 2020: $358,931Net Income 2020: $1,726,5822020Revenue 2021: $2,727,541Expenses 2021: $294,993Net Income 2021: $2,432,5482021Revenue 2022: $578,386Expenses 2022: $506,480Net Income 2022: $71,9062022Revenue 2023: $385,784Expenses 2023: $711,331Net Income 2023: -$325,5472023Revenue 2024: $804,332Expenses 2024: $895,562Net Income 2024: -$91,2302024

Highlighted filing

2015

Revenue$1,603,924
Expenses$283,971
Net Income$1,319,953
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2016
Return Version
2015v2.1
Gross Receipts
$1,962,752
Mission and Program Overview

Mission

The arcadia foundation was created as a support organization to arcadia retirement residence and as a community outreach program. It supports the mission of arcadia retirement residence, which is to provide housing, healthcare, and financial security with a continuum of assured lifetime care and to further health and general welfare of the elderly, by providing funds to assist with resident subsidization and other needs of the elderly. The foundation also provides funding to honolulu community programs to assist the elderly.

The arcadia foundation was created as a support organization to arcadia retirement residence and as a community out reach program. It supports the mission of arcadia retirement residence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,870,918$5,781,039▼ $89,879
Accounts Receivable-$1,339,750-
Cash and Non-Interest-Bearing Accounts$140,136$235,714▲ $95,578
Pledges and Grants Receivable$45,730$37,095▼ $8,635
Total Assets$15,620,450$17,358,898▲ $1,738,448
Other Assets Total$9,563,666$9,965,300▲ $401,634
Liabilities
Other Liabilities$2,146,292$2,776,209▲ $629,917
Total Liabilities$2,146,292$2,776,209▲ $629,917
Net Assets / Fund Balance
Unrestricted Net Assets$13,428,428$14,545,594▲ $1,117,166
Temporarily Rstr Net Assets$45,730$37,095▼ $8,635
Total Net Assets Fund Balance$13,474,158$14,582,689▲ $1,108,531
Total Liabilities and Net Assets / Fund Balance$15,620,450$17,358,898▲ $1,738,448

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$9,965,300--
Other Securities$586,653--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Reverend Dr Ted RobinsonBoard Member/consultant$18,000$18,000

Board Members and Trustees

NameTitle
Marvin HallChair
Emmet WhitePresident/CEO
Koren DreherBoard Member
Norman ChongCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,107,237
Program Service Revenue
$1,705
Investment Income
$494,982
Other Revenue
$0
All Other Contributions
$1,107,237
Change in Net Assets
$1,319,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$279,600
Other Expenses$4,371
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$279,600--$279,600
Fees for Services Accounting-$3,182-$3,182
Information Technology-$849-$849
Other Expenses-$338-$338
Fees for Services Other-$2-$2
Total Functional Expenses$279,600$4,371$0$283,971
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Retirement ResidenceHonolulu, HI501(c)(3)General Support$264,000
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
Liability Under Trust$1,539,692
Intercompany Payable$1,236,517
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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 11

“A complete form 990 is provided to each member of the board of directors and is reviewed at a board meeting 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.”

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
The Arcadia Foundation
EIN
99-0335929
Phone
8089410941
Address
1434 PUNAHOU STREET, HONOLULU, HI 96822

Signing Officer

Name
Norman Chong
Title
Chief Financial Officer
Phone
8089410941
Signed
2016-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norman Chong
Formed
1998
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest -93,210.”

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 judgement, 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 2012 through 2015 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, 2015 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2015 and 2014. It is arcadia's policy to recognize interest accrued related to underpayment of income taxes in interest expense and penalties in administrative expenses.”

Raw XML AppendixShowing 400 of 541 raw XML fields

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/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION IS A MEMBER OF THE ARCADIA FAMILY OF COMPANIES. THE ARCADIA FAMILY OF COMPANIES ACT AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND PARTICIPANTS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH AN EMPHASIS TOWARDS HELPING SENIORS IN THE COMMUNITY. SEE SCHEDULE O FOR THE STATEMENT OF COMMUNITY BENEFIT FOR THE YEAR ENDED DECEMBER 31, 2015.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STATEMENT OF BENEFITSIN 2010, ARCADIA COMMUNITY SERVICES, A NONPROFIT CORPORATION, WAS ORGANIZED TO SUPPORT THE MISSION, PROGRAMS, AND SERVICES OF ARCADIA RETIREMENT RESIDENCE AND CRAIGSIDE RETIREMENT RESIDENCE (15 CRAIGSIDE). IN 2011, CRAIGSIDE RETIREMENT RESIDENCE COMPLETED BUILDING ITS NEW CONTINUING CARE RETIREMENT FACILITY AND BEGAN OPERATIONS. TOGETHER WITH THE OTHER RELATED ARCADIA SUPPORT ORGANIZATIONS, THE ARCADIA FOUNDATION, ARCADIA HOME HEALTH SERVICES, ARCADIA ELDER SERVICES, AND ARCADIA AT HOME, THE ARCADIA FAMILY OF COMPANIES ACT AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND PARTICIPANTS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH AN EMPHASIS TOWARDS HELPING SENIORS IN THE COMMUNITY.ARCADIA RETIREMENT RESIDENCE IS HAWAII'S OLDEST PRE-EMINENT CONTINUING CARE RETIREMENT COMMUNITY (CCRC) AND IT IS THE FIRST CCRC 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. CRAIGSIDE RETIREMENT RESIDENCE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND, TODAY, ARCADIA AT HOME OFFERS A SIMILAR LIFE-CARE GUARANTY AND PROGRAM WHILE A MEMBER RESIDES IN HIS/HER 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, AND TO PROVIDE BENEFITS AND SERVICE TO SENIORS IN THE GREATER COMMUNITY. THROUGHOUT ARCADIA'S 48-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 WITHOUT REGARD TO RACE, GENDER, CREED, AND NATIONAL ORIGIN. IN 2005 ARCADIA BEGAN TO DOCUMENT THE WAYS THAT ARCADIA AND THE FAMILY OF COMPANIES HAVE SERVED THE HONOLULU COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH ARCADIA AND THE FAMILY OF COMPANIES AND THEIR PERSONNEL HAVE SERVED THE COMMUNITY IN 2015.1. UNCOMPENSATED (CHARITY CARE)ARCADIA CONTINUES TO PROVIDE SERVICES TO RESIDENTS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2015 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY ARCADIA, AMOUNTED TO $492,524. 15 CRAIGSIDE ALSO PROVIDES HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS WHO REQUIRE ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $92,865 IN 2015.2. MEDICARE DURING THE YEAR, SERVICES WERE PROVIDED TO PATIENTS COVERED UNDER THE FEDERAL MEDICARE PROGRAM. THE PAYMENT RATE FOR INPATIENT SERVICES, BASED ON THE RESOURCE UTILIZATION GROUPS INTO WHICH A PATIENT IS CATEGORIZED, WERE LESS THAN THE ESTABLISHED ARCADIA AND CRAIGSIDE RATES.3. HOSPICE CAREDURING 2015, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING HOSPICE CARE TO SHORT-TERM RESIDENTS WHO HAVE BEEN ADMITTED DIRECTLY INTO ARCADIA'S AND 15 CRAIGSIDE'S RESPECTIVE HEALTH CARE CENTERS WITHOUT PREVIOUSLY BEING INDEPENDENT RESIDENTS OF ARCADIA RETIREMENT RESIDENCE OR 15 CRAIGSIDE. 4. CORPORATE DONATIONSTHE ARCADIA FAMILY OF COMPANIES ANNUALLY MAKES COLLECTIVE DONATIONS TO COMMUNITY NOT FOR PROFIT ORGANIZATIONS THAT ADMINISTER AND/OR SUPPORT PROGRAMS AND SERVICES FOR SENIOR CITIZENS THROUGHOUT THE COMMUNITY. THESE PROGRAMS AND SERVICES INCLUDE THE ALOHA UNITED WAY, AMERICAN RED CROSS, CENTRAL UNION CHURCH, HAWAII CONFERENCE FOUNDATION FOR THE UNITED CHURCH OF CHRIST, HAWA
IRS990/ProgSrvcAccomActyOtherGrp/Desc16. USE OF FACILITIESTHE FOLLOWING ARE EXAMPLES OF THE USE OF OUR FACILITIES BY COMMUNITY GROUPS WITHOUT CHARGE.THE COUNCIL FOR HEALTH AND HUMAN SERVICES MINISTRIES OF THE HAWAII CONFERENCE OF THE UNITED CHURCH OF CHRIST HOLDS ITS MONTHLY LUNCHEON MEETING IN THE BOARD ROOM. OTHER NON-PROFIT ORGANIZATIONS ALSO HAVING MONTHLY MEETINGS AT ARCADIA USING OUR BOARD ROOM, CHAPEL OR SOLARIUM, WITH REFRESHMENTS PROVIDED AT NO CHARGE INCLUDE: THE HEALTHCARE ASSOCIATION OF HAWAII, THE HAWAII ASSOCIATION OF CASE MANAGERS, AND THE HAWAII ASSOCIATION OF DIRECTORS OF NURSING ADMINISTRATION.15 CRAIGSIDE ALSO MAKES ITS FACILITIES AVAILABLE TO ORGANIZATIONS FOR SENIORS AND ORGANIZATIONS RELATED TO ITS RESIDENTS, INCLUDING CENTRAL UNION CHURCH, ASSOCIATION OF APARTMENT OWNERS OF THE CRAIGSIDE CONDOMINIUM, KOKUA MAU, LONG TERM CARE SOCIAL WORKERS GROUP, NEONATAL NURSES AND OTHER ORGANIZATIONS SIMILAR TO THE ABOVE NOTED ORGANIZATIONS THE HONOLULU SUB-AREA COUNCIL FOR THE STATE HEALTH PLANNING AND DEVELOPMENT AGENCY AND HAWAII PACIFIC GERONTOLOGICAL SOCIETY HELD MONTHLY MEETINGS IN THE SOLARIUM OR CONFERENCE ROOM. IN 2015, THE EXECUTIVE OFFICE OF AGING (EOA) OF THE HAWAII DEPARTMENT OF HEALTH USED THE SOLARIUM TO HOLD A SERIES OF WORKSHOPS ON DEMENTIA. CRAIGSIDE PROVIDED LUNCHES AND REFRESHMENTS TO ABOUT 100 ATTENDEES FOR EACH OF THE WORKSHOPS. MARYKNOLL HIGH SCHOOL, THE HIGH SCHOOL WHICH IS LOCATED ADJACENT TO ARCADIA USES ARCADIA'S MULTIPURPOSE (CHAPEL) MEETING ROOM WHICH HOLDS IN EXCESS OF 125 PERSONS ON A PERIODIC BASIS THROUGHOUT THE SCHOOL YEAR FOR SCHOOL MEETING ACTIVITIES.SACRED HEARTS ACADEMY HELD ITS SCIENCE SYMPOSIUM FOR 45 GUEST AT CRAIGSIDE IN 2015. IN ADDITION, THE UNIVERSITY OF HAWAII HELD A SERIES OF 6 TRAINING SESSIONS IN THE CRAIGSIDE THEATER FOR 30 STUDENTS.7. HEALTH-RELATED AND COMMUNITY-RELATED VOLUNTEER SERVICE OF ARCADIA EMPLOYEES AND ARCADIA RESIDENTSWITH THE ENCOURAGEMENT OF THE ARCADIA COMPANIES, ITS EMPLOYEES VOLUNTEERED SUBSTANTIAL PERSONAL TIME, TALENTS AND SERVICES TO HEALTH-RELATED NON-PROFIT ORGANIZATIONS AND OTHER NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR. SOME OF THE ORGANIZATIONS THAT EMPLOYEES SERVE AS BOARD OR COMMITTEE MEMBERS INCLUDE: CENTRAL UNION CHURCH, THE COUNCIL FOR HEALTH AND HUMAN SERVICES MINISTRIES IN HAWAII, THE HAWAII LONG TERM CARE ASSOCIATION, THE STATEWIDE HEALTH COORDINATING COUNCIL FOR THE STATE HEALTH PLANNING AND DEVELOPMENT AGENCY, THE QUEEN'S MEDICAL CENTER, THE QUEEN'S HEALTH SYSTEM, THE HAWAII ASSOCIATION OF DIRECTORS OF NURSING ADMINISTRATION, RESOURCES FOR LIFE, (A NON-PROFIT ADOPTION AGENCY), HAWAII PACIFIC GERONTOLOGICAL SOCIETY, THE EMPLOYER SUPPORT OF THE GUARD AND RESERVE, AND THE OAHU WORKFORCE INVESTMENT BOARD.IN 2015, ARCADIA EMPLOYEES PARTICIPATED IN THE MAKING STRIDES AGAINST BREAST CANCER WALK. FUNDS WERE RAISED FOR THE AMERICAN CANCER SOCIETY THROUGH THIS COMPANY SPONSORED EVENT. EMPLOYEES ALSO PARTICIPATED IN THE ANNUAL HAWAII FOODBANK FOOD DRIVE.LED BY A TALENTED RESIDENT AT ARCADIA, WITH THE ENCOURAGEMENT OF MANAGEMENT, DOZENS OF ARCADIA RESIDENTS HAVE PROVIDED ENTERTAINMENT FOR MANY YEARS TO THE COMMUNITY AT LARGE, SHOWCASING, THROUGH THE ARCADIA FOLLIES, THE QUALITY OF LIFE, TALENT AND CARING WHICH THE ARCADIA FAMILY OF COMPANIES PROVIDES.ARCADIA AND CRAIGSIDE RESIDENTS VOLUNTEER IN EXCESS OF 300 HOURS FOR NON-PROFIT ORGANIZATIONS. SOME EXAMPLES INCLUDE PREPARING MAILERS FOR THE YOUNG MEN'S CHRISTIAN ASSOCIATION AND THE KUKUI CHILDREN'S FOUNDATION, AS WELL AS ASSEMBLING PACKETS FOR THE HAWAII STATE LIBRARY SUMMER READING PROGRAM.8. COMMUNITY PRESENTATIONSDURING 2015 REPRESENTATIVES OF THE ARCADIA ENTITIES MADE NUMEROUS PRESENTATIONS ON AGING, SENIOR LIVING PROGRAMS AND CONTINUING CARE RETIREMENT COMMUNITIES THROUGHOUT THE COMMUNITY EXPLAINING THE AGING PROCESS AND THE AVAILABILITY OF PROGRAMS AND SERVICES.DURING THE YEAR, ARCADIA HOSTED A TOUR FOR THE HAWAII JOB CORPS CENTER. STUDENTS AND INSTRUCTORS FROM THE HEALTH OCCUPATIONS/CERTIFIED NURSING ASSISTANT PROGRAM LEA
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOLE MEMBER OF THE ARCADIA FOUNDATION ("TAF") IS ARCADIA COMMUNITY SERVICES ("ACS"). ACS WAS CREATED TO PROVIDE CENTRALIZED MANAGEMENT IN AREAS SUCH AS FINANCE, MARKETING, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND ENVIRONMENTAL SERVICES IN ORDER TO MINIMIZE OPERATING COSTS OF MULTI-SITE ACTIVITIES AND TO MONITOR AND PROVIDE CONSISTENCY OF OPERATIONS OF THE ARCADIA RETIREMENT RESIDENCE ("ARR") AND OTHER SUPPORTING ORGANIZATIONS. FUNDS TO CARRYOUT ACS' ACTIVITIES ARE FROM DONATIONS TO ACS FROM THE SUPPORTED ORGANIZATIONS AND OTHER SUPPORT ORGANIZATIONS TO ARR, INCLUDING TAF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SOLE MEMBER OF THE ARCADIA FOUNDATION ("TAF") IS ARCADIA COMMUNITY SERVICES ("ACS"). ACS WAS CREATED TO PROVIDE CENTRALIZED MANAGEMENT IN AREAS SUCH AS FINANCE, MARKETING, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND ENVIRONMENTAL SERVICES IN ORDER TO MINIMIZE OPERATING COSTS OF MULTI-SITE ACTIVITIES AND TO MONITOR AND PROVIDE CONSISTENCY OF OPERATIONS OF THE ARCADIA RETIREMENT RESIDENCE ("ARR") AND OTHER SUPPORTING ORGANIZATIONS. FUNDS TO CARRYOUT ACS' ACTIVITIES ARE FROM DONATIONS TO ACS FROM THE SUPPORTED ORGANIZATIONS AND OTHER SUPPORT ORGANIZATIONS TO ARR, INCLUDING TAF.
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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 JUDGEMENT, 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 2012 THROUGH 2015 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, 2015 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2015 AND 2014. 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND DONATIONS ARE EVALUATED ON A CASE BY CASE BASIS BY THE CEO AND CFO.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARCADIA COMMUNITY SERVICES IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE ELECTED BY ARCADIA COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND IS REVIEWED AT A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN VALUE OF SPLIT INTEREST -93,210.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ARCADIA RETIREMENT RESIDENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ARCADIA MEMORIAL IRREVOCABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ARCADIA HOME HEALTH SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ARCADIA ELDER SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CRAIGSIDE RETIREMENT RESIDENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ARCADIA RETIREMENT RESIDENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5ARCADIA COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6ARCADIA AT HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0996035847
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1200411818
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2990354438
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3352272376
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4990256226
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5272053477
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6453228530
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1HI

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,358,898
Liabilities
$2,776,209
Net assets
$14,582,689
Revenue
$1,603,924
Expenses
$283,971
Net income
$1,319,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$1.11$22.1$0.80$0.90$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$1.00$21.6$0.39$0.71$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$1.59$20.7$0.58$0.51$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$1.79$23.1$2.73$0.29$2.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$2.29$20.6$2.09$0.36$1.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$2.32$18.4$0.77$0.22$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$2.25$16.8$0.90$0.14$0.75
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$1.98$17.1$0.58$0.60$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$1.98$15.7$1.42$0.27$1.15
2015Detailed filing. Detailed filing data is available for this year.$17.4$2.78$14.6$1.60$0.28$1.32
2014Detailed filing. Detailed filing data is available for this year.$15.6$2.15$13.5$0.50$0.65$0.15
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$2.19$13.7$0.62$0.04$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$2.37$12.9$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$2.34$12.1$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$2.44$12.0$0.03