Civic Intelligence

The Arcadia Foundation

990 • Fiscal year 2019 • EIN 99-0335929

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

39th percentile

0.11x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

3.00x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$326,701

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

65th percentile

8.6%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$20,730,207

Up $1,632,957 (+8.6%) from 2018

Net Assets

Up

$18,414,269

Up $1,565,519 (+9.3%) from 2018

Liabilities

Up

$2,315,938

Up $67,438 (+3.0%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin95th percentile

Revenue

Down

$770,942

Down $126,964 (-14%) from 2018

Expenses

Up

$217,285

Up $73,775 (+51%) from 2018

Net Income

Down

$553,657

Down $200,739 (-27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$20,730,207
Liabilities$2,315,938
Net Assets$18,414,269
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$770,942
Expenses$217,285
Net Income$553,657
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,577,225
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$8,676,514$10,235,290▲ $1,558,776
Cash and Non-Interest-Bearing Accounts$312,021$244,963▼ $67,058
Pledges and Grants Receivable$27,768$34,795▲ $7,027
Accounts Receivable$1,026$0▼ $1,026
Total Assets$19,097,250$20,730,207▲ $1,632,957
Other Assets Total$10,079,921$10,215,159▲ $135,238
Liabilities
Other Liabilities$2,248,500$2,315,855▲ $67,355
Accounts Payable and Accrued Expenses-$83-
Total Liabilities$2,248,500$2,315,938▲ $67,438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,865,046$17,240,821▲ $1,375,775
Net Assets With Donor Restrictions$983,704$1,173,448▲ $189,744
Total Net Assets Fund Balance$16,848,750$18,414,269▲ $1,565,519
Total Liabilities and Net Assets / Fund Balance$19,097,250$20,730,207▲ $1,632,957

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,215,159--
Other Securities$1,337,221--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Martin ZornChairman
Suzie SchulbergPresident & CEO
Kathy YokouchiVice Chair
Corlis ChangBoard Member
Kent ReinkerBoard Member
Laura ReichardtBoard Member
Rev David RiversBoard Member
Vivian LaiCFO
Marvin HallSecretary
Koren DreherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,100
Program Service Revenue
$2,854
Investment Income
$607,727
Other Revenue
$54,261
All Other Contributions
$106,100
Change in Net Assets
$553,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$142,543
Other Expenses$74,742
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$102,243--$102,243
Fees for Services Other$56,940--$56,940
Grants to Domestic Orgs$40,300--$40,300
Fees for Services Accounting-$6,700-$6,700
Advertising-$6,283-$6,283
Information Technology-$3,778-$3,778
Other Expenses-$4-$4
Total Functional Expenses$199,483$17,802$0$217,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hospice HawaiiHonolulu, HI501(c)(3)Sponsorship for Hot Pursuit Race$10,000
Uh Manoa Nursing Alumni AssociationHonolulu, HI501(c)(3)Sponsorship for Annual Fundraiser Event$7,600
Central Union ChurchHonolulu, HI501(c)(3)GENERAL DONATION TO SUPPORT THE CHURCH'S MISSION$5,000
Sacred Hearts AcademyHonolulu, HI501(c)(3)Scholarship for a Student$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,282
Fundraising Direct Expenses$6,208
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jewelry Sale$38,282$38,282$6,208$32,074
Total Events$38,282$38,282$6,208$32,074
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$1,635,629
Intercompany Payable$680,226
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

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

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

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

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

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

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

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

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
Vivian Lai
Title
Chief Financial Officer
Phone
8089410941
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Lai
Formed
1998
Legal Domicile
Hi
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Companion walkers : program service expenses 39,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,000. Manicures & massages : program service expenses 9,912. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,912. Excursions : program service expenses 8,028. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,028.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest -174,968.”

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 2016 through 2019 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, 2019 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2019 and 2018. 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 649 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/EOYAmt083
IRS990/AccountsReceivableGrp/BOYAmt01026
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/AdvertisingGrp/ManagementAndGeneralAmt06283
IRS990/AdvertisingGrp/TotalAmt06283
IRS990/AllOtherContributionsAmt0106100
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VIVIAN LAI
IRS990/BooksInCareOfDetail/PhoneNum08089410941
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01434 PUNAHOU STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096822
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0312021
IRS990/CashNonInterestBearingGrp/EOYAmt0244963
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CostOfGoodsSoldAmt010160
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0106100
IRS990/CYGrantsAndSimilarPaidAmt0142543
IRS990/CYInvestmentIncomeAmt0607727
IRS990/CYOtherExpensesAmt074742
IRS990/CYOtherRevenueAmt054261
IRS990/CYProgramServiceRevenueAmt02854
IRS990/CYRevenuesLessExpensesAmt0553657
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0217285
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0770942
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/DonorRestrictionNetAssetsGrp/BOYAmt0983704
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01173448
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0142543
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06700
IRS990/FeesForServicesAccountingGrp/TotalAmt06700
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt056940
IRS990/FeesForServicesOtherGrp/TotalAmt056940
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt09.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt855.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt955.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt828158
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt916235
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTIN ZORN
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY YOKOUCHI
IRS990/Form990PartVIISectionAGrp/PersonNm2MARVIN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm3KOREN DREHER
IRS990/Form990PartVIISectionAGrp/PersonNm4CORLIS CHANG
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA REICHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT REINKER
IRS990/Form990PartVIISectionAGrp/PersonNm7REV DAVID RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm8SUZIE SCHULBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9VIVIAN LAI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8298543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9211120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt06208
IRS990/FundraisingGrossIncomeAmt038282
IRS990/GainOrLossGrp/SecuritiesAmt0-22935
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0142543
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0102243
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0102243
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt040300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt040300
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0766980
IRS990/GrossReceiptsAmt01577225
IRS990/GrossSalesOfInventoryAmt032347
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03778
IRS990/InformationTechnologyGrp/TotalAmt03778
IRS990/InvestmentIncomeGrp/ExclusionAmt0630662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0630662
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08676514
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010235290
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0789915
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/NetAssetsOrFundBalancesBOYAmt016848750
IRS990/NetAssetsOrFundBalancesEOYAmt018414269
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-22935
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-22935
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032074
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032074
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt022187
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt022187
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01186830
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015865046
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017240821
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010079921
IRS990/OtherAssetsTotalGrp/EOYAmt010215159
IRS990/OtherChangesInNetAssetsAmt0-174968
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01037
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14
IRS990/OtherExpensesGrp/TotalAmt01037
IRS990/OtherExpensesGrp/TotalAmt14
IRS990/OtherLiabilitiesGrp/BOYAmt02248500
IRS990/OtherLiabilitiesGrp/EOYAmt02315855
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027768
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt034795
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VIVIAN LAI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ALTERATIONS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02814
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140
IRS990/ProgSrvcAccomActy2Grp/Desc0BEGINNING IN 2018, THE ORGANIZATION CONTINUED THE OPERATIONS OF ARCADIA MEMORIAL IRREVOCABLE TRUST (A RELATED ORGANIZATION), WHICH PROVIDES ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED FOR THE BENEFIT OF THE RESIDENTS OF ARCADIA RESIDING IN THE ARCADIA HEALTH CARE CENTER. THE SERVICES INCLUDE ENTERTAINMENT, EXCURSIONS, TRANSPORTATION, A WALK-COMPANION PROGRAM AS WELL AS OTHER PERSONAL SERVICE SUCH AS MASSAGES, MANICURES AND PEDICURES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056940
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025001
IRS990/ProgSrvcAccomActy3Grp/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, 2019.
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 (ARCADIA) AND CRAIGSIDE RETIREMENT RESIDENCE (15 CRAIGSIDE) AND COORDINATE THE EFFORTS OF OUR FAMILY OF COMPANIES, INCLUDING OUR HOME AND COMMUNITY BASED PROGRAMS. IN 2011, 15 CRAIGSIDE COMPLETED BUILDING ITS NEW LIFE PLAN COMMUNITY (LPC) AND BEGAN OPERATIONS. TOGETHER WITH THE OTHER RELATED ARCADIA SUPPORT ORGANIZATIONS, THE ARCADIA FOUNDATION (TAF), ARCADIA HOME HEALTH SERVICES (AHHS), ARCADIA ELDER SERVICES (AES), AND ARCADIA AT HOME (AAH), THE ARCADIA FAMILY OF COMPANIES (AFC) 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 THE CORE PURPOSE OF IMPROVING THE LIVES OF HAWAII'S KUPUNA.ARCADIA IS HAWAII'S OLDEST PRE-EMINENT LPC AND IT IS THE FIRST LPC IN HAWAII ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES AND THE CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC). ARCADIA OFFERS LIFETIME RESIDENCY WITH A CONTINUUM OF CARE THAT BEGINS WITH INDEPENDENT LIVING IN ONE'S APARTMENT WITH ACCESS TO AN ARRAY OF ACTIVITIES, WELLNESS PROGRAMS, HEALTH CARE SERVICES, FOOD, PERSONAL ASSISTANCE, IF REQUESTED, SECURITY, MAINTENANCE, HOUSEKEEPING AND LINEN SERVICE, AND ALONG THE CONTINUUM, IF NEEDED, ASSISTED LIVING, SKILLED AND INTERMEDIATE LONG TERM CARE, SPECIAL CARE FOR THOSE WHO DEVELOP ALZHEIMER'S DISEASE AND DEMENTIA, AND END OF LIFE CARE. 15 CRAIGSIDE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND, TODAY, AAH 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 53-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 AFC HAVE SERVED THE HONOLULU COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH AFC AND THEIR PERSONNEL HAVE SERVED THE COMMUNITY IN 2019. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS APPROXIMATELY $2,815,000.1. UNCOMPENSATED (CHARITY CARE)ARCADIA AND 15 CRAIGSIDE CONTINUE TO PROVIDE SERVICES TO RESIDENTS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2019 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $1,280,509 AT ARCADIA AND $242,088 AT 15 CRAIGSIDE. ARCADIA, 15 CRAIGSIDE AND AAH ALSO PROVIDE HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRE ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $51,182 FOR ARCADIA, $51,465 FOR 15 CRAIGSIDE, AND $72,890 FOR AAH IN 2019.2. HOSPICE CAREDURING 2019, 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 OR 15 CRAIGSIDE. 3. SUPPORT FOR HEALTH CARE CENTERTHE AMIT FUND UNDER TAF PROVIDED $56,940 IN ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED FOR THE BENEFIT OF THE RESIDENTS OF THE ARCADIA HEALTH CARE CENTER. THE SERVICES INCLUDED ENTERTAINMENT, EXCURSIONS, TRANSPORTATION, A WALKING-COMPANION PROGRAM AS WELL AS OTHER PERSONAL SERVICES SUCH AS MASSAGES, MANICURES AND PEDICURES.4. CO
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 $10,000 IN FOOD AND SUPPLIES FOR THESE EVENTS.THE NON-PROFIT AND OTHER ORGANIZATIONS HAD MEETINGS AND CONFERENCES AT ARCADIA USING OUR CONFERENCE ROOM, CHAPEL OR SOLARIUM INCLUDED: ENGLE AND VOLKERS, HAWAII PACIFIC GERONTOLOGICAL SOCIETY, KOKUA COUNCIL, KOKUA MAU, AND THE OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII. IN 2019, ARCADIA HOSTED AN ALL-DAY WORKSHOP AND PROVIDED BREAKFAST, LUNCH AND A RECEPTION AT NO CHARGE FOR BKD CPAS AND ADVISORS AS WELL AS AEGIS THERAPIES. ABOUT 80 ATTENDEES FROM VARIOUS LONG-TERM CARE FACILITIES LEARNED ABOUT THE CENTER FOR MEDICARE AND MEDICAID'S PATIENT-DRIVEN PAYMENT MODEL WHICH WAS THE LARGEST CHANGE TO SKILLED NURSING FACILITY REIMBURSEMENT IN 20 YEARS. 15 CRAIGSIDE ALSO MADE ITS FACILITIES AVAILABLE TO ORGANIZATIONS FOR SENIORS AND ORGANIZATIONS RELATED TO ITS RESIDENTS. 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 PAC (POSITIVE APPROACH TO CARE) HUI HELD MONTHLY CLASSES IN THE THEATER TO PROVIDE ATTENDEES WITH KNOWLEDGE AND SKILLS IN CARING FOR PEOPLE LIVING WITH DEMENTIA. IN 2019, CRAIGSIDE HOSTED THE ANNUAL OLDER AMERICANS MONTH AWARDS CEREMONY AND LUNCHEON FOR THE EXECUTIVE OFFICE OF AGING AND THE POLICY ADVISORY BOARD FOR ELDER AFFAIRS AT THE SOLARIUM AND PROVIDED LUNCHES AND REFRESHMENTS TO ABOUT 100 ATTENDEES FOR THE EVENT. 8. COMMUNITY-RELATED VOLUNTEER SERVICE OF EMPLOYEES AND RESIDENTS OF THE ARCADIA FAMILY OF COMPANIESIN 2019, EMPLOYEES PARTICIPATED IN THE HOSPICE HAWAII HOT PURSUIT FUNDRAISING EVENT. EMPLOYEES ALSO PACKED BOXES FOR THE HAWAII FOODBANK FOR SENIORS. DURING THE HOLIDAY SEASON, ARCADIA SPONSORED A SPECIAL SALVATION ARMY ANGEL TREE FOR SENIORS IN NEED. ARCADIA AND 15 CRAIGSIDE RESIDENTS VOLUNTEERED FOR NON-PROFIT ORGANIZATIONS. SOME EXAMPLES INCLUDE PREPARING MAILERS AND PACKETS FOR MOTHERS AGAINST DRUNK DRIVING, JEWISH COMMUNITY SERVICES OF HAWAII, AND KUKUI CENTER. RESIDENTS ALSO CREATED SPECIAL CHRISTMAS CARDS AND DONATED TO MEALS ON WHEELS CLIENTS. 9. COMMUNITY SUPPORT AND PRESENTATIONSARCADIA HAS A PARTNERSHIP WITH WINNERS AT WORK, A NON-PROFIT ORGANIZATION WITH A MISSION OF HELPING DISABLED INDIVIDUALS SEE MEANINGFUL INCLUSION IN THE COMMUNITY. THE AFC HAS AN EMPLOYEE THROUGH THIS PARTNERSHIP IN A POSITION BUILT SPECIFIC TO HER ABILITIES. SHE HAS BEEN A VALUABLE ADDITION TO THE COMPANY SINCE 1997.DURING 2019 REPRESENTATIVES OF AFC 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, THE AFC HOSTED TOURS FOR THE HAWAII JOB CORPS CENTER, FARRINGTON HIGH SCHOOL, AND SACRED HEARTS ACADEMY. STUDENTS AND INSTRUCTORS 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. IN ADDITIONAL, ARCADIA AND 15 CRAIGSIDE ALSO PARTNERED WITH STUDENTS FROM THE IOLANI SCHOOL AND SERVCO TO CONDUCT A PILOT PROGRAM THAT EXPLORED A RIDESHARE PROGRAM CALLED HUI. THE RESIDENTIAL COMMUNITIES WORKED WITH THE RESIDENTS, STUDENTS, AND SERVO OVER A THREE-MONTH PERIOD ON PLANNING, INFORMATIONAL SESSIONS, MONITORING USAGE, COLLECTING DATA, AND EVALUATING THE PILOT PROGRAM.10. MEAL SERVICE AND DELIVERY TO SENIORS IN HONOLULUDURING THE YEAR, AHHS'S MEAL DELIVERY SERVICE PROGRAM PROVIDED SENIORS IN HONOLULU WITH OVER 7,500 HOT, NUTRITIOUS LUNCH AND DINNER MEALS AT PRICES WHICH WERE LESS THAN THE COST TO PRODUCE AND DELIVER THE MEALS. IN ADDITION, THE MEAL PREPARATION SERVICE WAS ABLE TO ACCOMMODATE CLIENTS NEEDING PARTICULAR DIETS BECAUSE OF HEALTH REASONS, A SERVICE THAT MOST MOBILE MEAL SERVICES ARE UNAB
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0221310
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt068084
IRS990/PYInvestmentIncomeAmt0655140
IRS990/PYOtherExpensesAmt075426
IRS990/PYOtherRevenueAmt017755
IRS990/PYProgramServiceRevenueAmt03701
IRS990/PYRevenuesLessExpensesAmt0754396
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0143510
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0897906
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0553657
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt040
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/ExplanationTxt0ADDITIONAL SERVICES PROVIDED TO RESIDENTS IN THE ARCADIA HEALTH CARE CENTER.
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/ExplanationTxt2THE 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/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 12G, COLUMN (VI):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION B, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION B, LINE 2:
IRS990ScheduleA/OtherSupportSumAmt056940
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990256226
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt056940
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0102242
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ARCADIA RETIREMENT RESIDENCE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0102242
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/BookValueAmt010215159
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01635629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1680226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05220542
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13322231
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2326984
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328312
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41337221
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BERNSTEIN & CO INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CETERA FINANCIAL SERVICES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ANNUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GRIFFIN CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ASB CETERA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
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 2016 THROUGH 2019 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, 2019 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2019 AND 2018. 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/TotalBookValueOtherAssetsAmt010215159
IRS990ScheduleD/TotalBookValueSecuritiesAmt010235290
IRS990ScheduleD/TotalLiabilityAmt02315855
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06208
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JEWELRY SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032074
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06208
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0102243
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HEALTH CARE SERVICES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt27600
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPONSORSHIP FOR HOT PURSUIT RACE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FOR A STUDENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SPONSORSHIP FOR ANNUAL FUNDRAISER EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL DONATION TO SUPPORT THE CHURCH'S MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOSPICE HAWAII
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SACRED HEARTS ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UH MANOA NURSING ALUMNI ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CENTRAL UNION CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0990203930
IRS990ScheduleI/RecipientTable/RecipientEIN1990093012
IRS990ScheduleI/RecipientTable/RecipientEIN2990085260
IRS990ScheduleI/RecipientTable/RecipientEIN3990076013
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0860 IWILEI RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13253 WAIALAE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22528 MCCARTHY HALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31660 S BERETANIA ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,730,207
Liabilities
$2,315,938
Net assets
$18,414,269
Revenue
$770,942
Expenses
$217,285
Net income
$553,657
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
2019Detailed filing. Detailed filing data is available for this year.$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