Civic Intelligence

The Arcadia Foundation

990 • Fiscal year 2017 • EIN 99-0335929

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 03, 2018

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

36th percentile

0.10x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

3.44x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

24th percentile

-3.4%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$415,892

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 72.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.0%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-59%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$19,070,285

Up $1,417,119 (+8.0%) from 2016

Net Assets

Up

$17,086,878

Up $1,414,945 (+9.0%) from 2016

Liabilities

Up

$1,983,407

Up $2,174 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin24th percentile

Revenue

Down

$576,862

Down $843,043 (-59%) from 2016

Expenses

Up

$596,627

Up $327,826 (+122%) from 2016

Net Income

Down

-$19,765

Down $1,170,869 (-102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$19,070,285
Liabilities$1,983,407
Net Assets$17,086,878
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$576,862
Expenses$596,627
Net Income-$19,765
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 3, 2018
Return Version
2017v2.3
Gross Receipts
$2,787,489
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$6,054,525$7,629,119▲ $1,574,594
Cash and Non-Interest-Bearing Accounts$1,197,198$633,785▼ $563,413
Pledges and Grants Receivable$34,508$38,812▲ $4,304
Total Assets$17,653,166$19,070,285▲ $1,417,119
Other Assets Total$10,366,935$10,768,569▲ $401,634
Liabilities
Other Liabilities$1,980,233$1,975,971▼ $4,262
Accounts Payable and Accrued Expenses$1,000$7,436▲ $6,436
Total Liabilities$1,981,233$1,983,407▲ $2,174
Net Assets / Fund Balance
Unrestricted Net Assets$15,637,425$16,007,523▲ $370,098
Temporarily Rstr Net Assets$34,508$1,079,355▲ $1,044,847
Total Net Assets Fund Balance$15,671,933$17,086,878▲ $1,414,945
Total Liabilities and Net Assets / Fund Balance$17,653,166$19,070,285▲ $1,417,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,768,569--
Other Securities$1,005,983--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Reverend Dr Ted RobinsonBoard Member/consultant$18,900$18,900

Board Members and Trustees

NameTitle
Marvin HallChair
Emmet WhitePresident/CEO/secretary
Sarah NordwallVice Chair
Corlis ChangBoard Member
Jim RichardsBoard Member
Kathy YokouchiBoard Member
Martin ZornBoard Member
Reverend David RiversBoard Member
Norman ChongCFO
Koren DreherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,228
Program Service Revenue
$284
Investment Income
$552,350
Other Revenue
$0
All Other Contributions
$24,228
Change in Net Assets
$-19,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$571,972
Other Expenses$24,655
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$571,972--$571,972
Office Expenses-$7,421-$7,421
Advertising-$6,098-$6,098
Fees for Services Accounting-$3,245-$3,245
Information Technology-$2,559-$2,559
Other Expenses-$165-$165
Total Functional Expenses$571,972$24,655$0$596,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Home Health ServicesHonolulu, HI501(c)(3)General Support$372,269
Arcadia Retirement ResidenceHonolulu, HI501(c)(3)Contribution$79,483
Craigside Retirement ResidenceHonolulu, HI501(c)(3)Event Sponsor and Donation$46,720
Central Union ChurchHonolulu, HI501(c)(3)Event Sponsor and Donation$35,000
Sacred Hearts AcademyHonolulu, HI501(c)(3)Conference Sponsor$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 Gift Annuities$1,578,631
Intercompany Payable$397,340
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
2018-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norman Chong
Formed
1998
Legal Domicile
Hi
Voting Board Members
11
Independent Board Members
8
Employees
0
Volunteers
9

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 -80,826. Reclassification of former trust assets 1,010,325.”

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 2014 through 2017 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, 2017 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2017 and 2016. 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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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.
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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 MEMBERS 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, 2017.
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 MEMBERS 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 51-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 2017. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED BY THE ARCADIA FAMILY OF COMPANIES WAS APPROXIMATELY $1,600,000.1. 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 2017 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY ARCADIA, AMOUNTED TO $483,934. ARCADIA, 15 CRAIGSIDE AND ARCADIA AT HOME ALSO PROVIDE HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRE ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $86,595 FOR ARCADIA, $46,720 FOR 15 CRAIGSIDE, AND $15,767 FOR ARCADIA AT HOME IN 2017.2. 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 2017, 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
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 $18,000 IN FOOD AND SUPPLIES FOR THESE EVENTS.NON-PROFIT ORGANIZATIONS HAVE 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, 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. THE EXECUTIVE OFFICE OF AGING (EOA) OF THE HAWAII DEPARTMENT OF HEALTH USED THE SOLARIUM TO HOLD A SERIES OF WORKSHOPS ON DEMENTIA. IN 2017, CRAIGSIDE HOSTED THE ANNUAL OLDER AMERICANS MONTH AWARDS CEREMONY AND LUNCHEON FOR THE EOA AND THE POLICY ADVISORY BOARD FOR ELDER AFFAIRS AT THE SOLARIUM AND PROVIDED LUNCHES AND REFRESHMENTS TO ABOUT 100 ATTENDEES FOR THE EVENT. 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 2017, EMPLOYEES 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 2017 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 TOURS 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 HEALTH SERVICES' MEAL DELIVERY SERVICE PROGRAM PROVIDED SENIORS IN HONOLULU WITH APPROXIMATELY 8,000 HOT, NUTRITIOUS LUNCH AND DINNER MEALS AT PRICES WHICH WERE LESS THAN THE COST TO PRODUCE AND DELIVER THE MEALS. IN ADDITI
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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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1CETERA FINANCIAL SERVICES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ANNUITY
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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 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 2014 THROUGH 2017 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, 2017 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2017 AND 2016. 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/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/BusinessNameLine1Txt0ARCADIA HOME HEALTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ARCADIA RETIREMENT RESIDENCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CENTRAL UNION CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CRAIGSIDE RETIREMENT RESIDENCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SACRED HEARTS ACADEMY
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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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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,070,285
Liabilities
$1,983,407
Net assets
$17,086,878
Revenue
$576,862
Expenses
$596,627
Net income
-$19,765
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
2017Detailed filing. Detailed filing data is available for this year.$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