Civic Intelligence

The Arcadia Foundation

990 • Fiscal year 2016 • EIN 99-0335929

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 26, 2017

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

36th percentile

0.11x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

1.40x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$406,866

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$17,653,166

Up $294,268 (+1.7%) from 2015

Net Assets

Up

$15,671,933

Up $1,089,244 (+7.5%) from 2015

Liabilities

Down

$1,981,233

Down $794,976 (-29%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin97th percentile

Revenue

Down

$1,419,905

Down $184,019 (-11%) from 2015

Expenses

Down

$268,801

Down $15,170 (-5.3%) from 2015

Net Income

Down

$1,151,104

Down $168,849 (-13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2016

Assets$17,653,166
Liabilities$1,981,233
Net Assets$15,671,933
Open 2016 Filing

Operations Trend

Revenue Growth20th 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

2016

Revenue$1,419,905
Expenses$268,801
Net Income$1,151,104
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$1,762,513
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$5,781,039$6,054,525▲ $273,486
Accounts Receivable$1,339,750$0▼ $1,339,750
Cash and Non-Interest-Bearing Accounts$235,714$1,197,198▲ $961,484
Pledges and Grants Receivable$37,095$34,508▼ $2,587
Total Assets$17,358,898$17,653,166▲ $294,268
Other Assets Total$9,965,300$10,366,935▲ $401,635
Liabilities
Other Liabilities$2,776,209$1,980,233▼ $795,976
Accounts Payable and Accrued Expenses-$1,000-
Total Liabilities$2,776,209$1,981,233▼ $794,976
Net Assets / Fund Balance
Unrestricted Net Assets$14,545,594$15,637,425▲ $1,091,831
Temporarily Rstr Net Assets$37,095$34,508▼ $2,587
Total Net Assets Fund Balance$14,582,689$15,671,933▲ $1,089,244
Total Liabilities and Net Assets / Fund Balance$17,358,898$17,653,166▲ $294,268

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,366,935--
Other Securities$521,736--
Compensation and Service Providers
Top Officer Pay87th 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
$935,442
Program Service Revenue
$1,473
Investment Income
$482,990
Other Revenue
$0
All Other Contributions
$935,442
Change in Net Assets
$1,151,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$256,000
Other Expenses$12,801
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$256,000--$256,000
Fees for Services Accounting-$3,140-$3,140
Office Expenses-$3,116-$3,116
Information Technology-$1,344-$1,344
Other Expenses-$12-$12
Total Functional Expenses$256,000$12,801$0$268,801
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Craigside Retirement ResidenceHonolulu, HI501(c)(3)General Support$216,000
Central Union ChurchHonolulu, HI501(c)(3)Contribution$10,000
Uh FoundationHonolulu, HI501(c)(3)Event Sponsor and Donation$7,250
Hawaii Pacific Gerontological SocietyHonolulu, HI501(c)(3)Conference Sponsor$6,000
Pacific Health MinistryHonolulu, HI501(c)(3)Event Sponsor and Donation$6,000
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$1,760,636
Intercompany Payable$219,597
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
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 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
2017-10-26
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 -128,188.”

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 2013 through 2016 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, 2016 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2016 and 2015. 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 590 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01000
IRS990/AccountsReceivableGrp/BOYAmt01339750
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0935442
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORMAN CHONG
IRS990/BooksInCareOfDetail/PhoneNum08089410941
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01434 PUNAHOU STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096822
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0235714
IRS990/CashNonInterestBearingGrp/EOYAmt01197198
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0935442
IRS990/CYGrantsAndSimilarPaidAmt0256000
IRS990/CYInvestmentIncomeAmt0482990
IRS990/CYOtherExpensesAmt012801
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01473
IRS990/CYRevenuesLessExpensesAmt01151104
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0268801
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01419905
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES FOR FUNDING FOR HOUSING, HEALTHCARE, RESIDENTS' SUBSIDIZATION, AND FOR OTHER NEEDS OF THE ELDERLY. FUNDING IS ALSO PROVIDED TO THE OTHER 501(C)(3) ORGANIZATIONS FOR PROGRAMS AND SERVICES TO THE ELDERLY IN HONOLULU.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0256000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03140
IRS990/FeesForServicesAccountingGrp/TotalAmt03140
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt355.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt455.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt36592
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt414574
IRS990/Form990PartVIISectionAGrp/PersonNm0MARVIN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm1REVEREND DR TED ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2KOREN DREHER
IRS990/Form990PartVIISectionAGrp/PersonNm3EMMET WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm4NORMAN CHONG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt118000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3400274
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4269031
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER/CONSULTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010368
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0256000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0256000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0256000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0352976
IRS990/GrossReceiptsAmt01762513
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01344
IRS990/InformationTechnologyGrp/TotalAmt01344
IRS990/InvestmentIncomeGrp/ExclusionAmt0472622
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0472622
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05781039
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06054525
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0342608
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014582689
IRS990/NetAssetsOrFundBalancesEOYAmt015671933
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010368
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010368
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt066328
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03116
IRS990/OfficeExpensesGrp/TotalAmt03116
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09965300
IRS990/OtherAssetsTotalGrp/EOYAmt010366935
IRS990/OtherChangesInNetAssetsAmt0-128188
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04508
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1681
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212
IRS990/OtherExpensesGrp/TotalAmt04508
IRS990/OtherExpensesGrp/TotalAmt1681
IRS990/OtherExpensesGrp/TotalAmt212
IRS990/OtherLiabilitiesGrp/BOYAmt02776209
IRS990/OtherLiabilitiesGrp/EOYAmt01980233
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt037095
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt034508
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NORMAN CHONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MISCELLANEOUS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01473
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, 2016.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STATEMENT OF COMMUNITY BENEFITIN 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) AND COORDINATE THE EFFORTS OF OUR FAMILY OF COMPANIES, INCLUDING OUR HOME AND COMMUNITY BASED PROGRAMS. 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 50-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 2016. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED BY THE ARCADIA FAMILY OF COMPANIES WAS APPROXIMATELY $1,000,000.1. 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 2016 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY ARCADIA, AMOUNTED TO $645,569. ARCADIA AND 15 CRAIGSIDE ALSO PROVIDE HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS WHO REQUIRE ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $77,992 AND $54,266 FOR ARCADIA AND 15 CRAIGSIDE, RESPECTIVELY IN 2016.2. 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 2016, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING END OF LIFE CARE AND SUPPORTIVE CARE IN CONNECTION WITH LOCALLY 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 INDEPENDENT RESIDENTS OF ARCADIA RETIREMENT RESIDENCE OR 15 CRAIGSIDE. 4
IRS990/ProgSrvcAccomActyOtherGrp/Desc17. USE OF FACILITIESTHE FOLLOWING ARE EXAMPLES OF THE USE OF OUR FACILITIES BY COMMUNITY GROUPS WITHOUT CHARGE. ARCADIA AND 15 CRAIGSIDE SUPPLIED OVER $6,000 IN FOOD AND SUPPLIES FOR THESE EVENTS.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 2016, 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. 8. HEALTH-RELATED AND COMMUNITY-RELATED VOLUNTEER SERVICE OF EMPLOYEES AND RESIDENTS OF THE ARCADIA FAMILY OF COMPANIESWITH THE ENCOURAGEMENT OF THE ARCADIA COMPANIES, ITS EMPLOYEES VOLUNTEERED SUBSTANTIAL PERSONAL TIME, ESTIMATED IN EXCESS OF 550 HOURS VALUED AT APPROXIMATELY $55,000, 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, HAWAII PACIFIC GERONTOLOGICAL SOCIETY, PUBLIC POLICY CONGRESS FOR LEADINGAGE, MID-PACIFIC INSTITUTE, OAHU WORKFORCE DEVELOPMENT BOARD, THE POLICY ADVISORY BOARD FOR ELDER AFFAIRS, AND THE STATEWIDE HEALTH COORDINATING COUNCIL FOR THE STATE HEALTH PLANNING AND DEVELOPMENT AGENCY.IN 2016, 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 AND THE HOSPICE HAWAII HOT PURSUIT FUNDRAISING EVENT. DURING THE HOLIDAY SEASON, ARCADIA SPONSORED A SPECIAL SALVATION ARMY ANGEL TREE FOR SENIORS IN NEED. RESIDENTS AND EMPLOYEES FULFILLED 150 ANGEL TREE WISHES.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.9. COMMUNITY PRESENTATIONSDURING 2016 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 LEARNED ABOUT THE ROLES AND RESPONSIBILITIES OF OUR EMPLOYEES IN A VARIETY OF HEALTHCARE SETTINGS THROUGH PRESENTATIONS BY OUR EMPLOYEES AND TOURS OF OUR DAY CARE CENTER AND RETIREMENT RESIDENCES.10. MEAL SERVICE AND DELIVERY TO SENIORS IN HONOLULUDURING THE YEAR, ARCADIA HOME
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01107237
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0279600
IRS990/PYInvestmentIncomeAmt0494982
IRS990/PYOtherExpensesAmt04371
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01705
IRS990/PYRevenuesLessExpensesAmt01319953
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0283971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01603924
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01151104
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01473
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV LINE 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990256226
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ARCADIA RETIREMENT RESIDENCE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010366935
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01760636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1219597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02910959
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11052798
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21071488
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3497489
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt455
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5521736
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BERNSTEIN & CO INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIRST INVESTMENT CENTER - FND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIRST INVESTMENT CENTER
IRS990ScheduleD/OtherSecuritiesGrp/Desc3UVEST FINANCIAL SERVICES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ANNUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
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 2013 THROUGH 2016 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, 2016 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2016 AND 2015. 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010366935
IRS990ScheduleD/TotalBookValueSecuritiesAmt06054525
IRS990ScheduleD/TotalLiabilityAmt01980233
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0216000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt37250
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EVENT SPONSOR AND DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EVENT SPONSOR AND DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CONFERENCE SPONSOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CRAIGSIDE RETIREMENT RESIDENCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CENTRAL UNION CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PACIFIC HEALTH MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HAWAII PACIFIC GERONTOLOGICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0352272376
IRS990ScheduleI/RecipientTable/RecipientEIN1990076013
IRS990ScheduleI/RecipientTable/RecipientEIN2990281185
IRS990ScheduleI/RecipientTable/RecipientEIN3990085260
IRS990ScheduleI/RecipientTable/RecipientEIN4990211232
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01434 PUNAHOU STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11660 S BERETANIA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21245 YOUNG STREET 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32444 DOLE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 3076
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096822
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296814
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd396822
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd496812
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND DONATIONS ARE EVALUATED ON A CASE BY CASE BASIS BY THE CEO AND CFO.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt054280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt138000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0340320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1226531
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt114574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt05674
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EMMET WHITE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NORMAN CHONG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0406866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1283605
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO AND CFO ARE COMPENSATED BY A RELATED ORGANIZATION. THE SALARY AND COMPENSATION OF THE CEO IS RECOMMENDED BY A COMPENSATION 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 NATIONAL COMPENSATION STUDIES FOR CONTINUING CARE RETIREMENT COMMUNITIES. THE COMPENSATION ANALYSIS AND SUPPORTING DATA ARE PREPARED 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 REVIEW PROCESS WAS LAST UNDERTAKEN IN 2016.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 -128,188.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,653,166
Liabilities
$1,981,233
Net assets
$15,671,933
Revenue
$1,419,905
Expenses
$268,801
Net income
$1,151,104
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
2016Detailed filing. Detailed filing data is available for this year.$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