Civic Intelligence

The Arcadia Foundation

990 • Fiscal year 2022 • EIN 99-0335929

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

2.75x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

86th percentile

$375,924

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 65.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$22,312,439

Down $2,533,672 (-10%) from 2021

Net Assets

Down

$20,720,149

Down $2,332,910 (-10%) from 2021

Liabilities

Down

$1,592,290

Down $200,762 (-11%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin61st percentile

Revenue

Down

$578,386

Down $2,149,155 (-79%) from 2021

Expenses

Up

$506,480

Up $211,487 (+72%) from 2021

Net Income

Down

$71,906

Down $2,360,642 (-97%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2022

Assets$22,312,439
Liabilities$1,592,290
Net Assets$20,720,149
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$578,386
Expenses$506,480
Net Income$71,906
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$1,072,367
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 is a supporting organization for arcadia community services, including supporting the needs of the residents of retirement facilities associated with arcadia community services who have exhausted their resources, and to provide benefits to and service the needs of the elderly of the great hawaii community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$12,689,746$10,734,794▼ $1,954,952
Cash and Non-Interest-Bearing Accounts$1,438,216$721,786▼ $716,430
Pledges and Grants Receivable$36,614$20,572▼ $16,042
Total Assets$24,846,111$22,312,439▼ $2,533,672
Other Assets Total$10,681,535$10,835,287▲ $153,752
Liabilities
Other Liabilities$1,793,052$1,588,626▼ $204,426
Accounts Payable and Accrued Expenses-$3,664-
Total Liabilities$1,793,052$1,592,290▼ $200,762
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,642,979$19,613,246▼ $2,029,733
Net Assets With Donor Restrictions$1,410,080$1,106,903▼ $303,177
Total Net Assets Fund Balance$23,053,059$20,720,149▼ $2,332,910
Total Liabilities and Net Assets / Fund Balance$24,846,111$22,312,439▼ $2,533,672

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,835,287--
Other Securities$27,797--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$289,883
Program Service Revenue
$3,603
Investment Income
$266,384
Other Revenue
$18,516
All Other Contributions
$289,883
Change in Net Assets
$71,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$412,141
Other Expenses$94,339
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$369,966--$369,966
Fees for Service Investment Mgmnt Fees-$42,280-$42,280
Grants to Domestic Individuals$42,175--$42,175
Fees for Services Other$35,495$4,711-$40,206
Fees for Services Accounting-$4,586-$4,586
Information Technology-$3,431-$3,431
Advertising-$1,000-$1,000
Office Expenses-$115-$115
Other Expenses-$3-$3
Total Functional Expenses$447,636$58,844$0$506,480
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Pension Boards - United Church of ChristNew York, NY501(c)(3)TO SUPPORT THE ORGANIZATION'S GENERATIONS OF SERVICE CAMPAIGN FOR MINISTERIAL ASSISTANCE$250,000
Hale Ola Kino by ArcadiaHonolulu, HI501(c)(3)Contribution of Capital to Fund the Purchase of Hale Ola Kino$103,491
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$161
Fundraising Direct Expenses$0
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$1,074,426
Intercompany Payable$514,200
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

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

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

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

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

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

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

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
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
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Lai
Formed
1998
Legal Domicile
Hi
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Rodney M Harano
Phone
8085311040
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest 124,899.”

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 2019 through 2022 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, 2022 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2022 and 2021. 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 IS A SUPPORTING ORGANIZATION FOR ARCADIA COMMUNITY SERVICES, INCLUDING SUPPORTING THE NEEDS OF THE RESIDENTS OF RETIREMENT FACILITIES ASSOCIATED WITH ARCADIA COMMUNITY SERVICES WHO HAVE EXHAUSTED THEIR RESOURCES, AND TO PROVIDE BENEFITS TO AND SERVICE THE NEEDS OF THE ELDERLY OF THE GREAT HAWAII COMMUNITY.
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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.
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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, 2022.
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), ARCADIA AT HOME (AAH), AND THE ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER (AADCDH), HALE OLA KINO BY ARCADIA (HOKA), AND THE ARCADIA FAMILY OF COMPANIES (AFC) ACTS AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH THE CORE PURPOSE OF SERVING AND PROTECTING THE LIVES OF HAWAII'S KUPUNA.ARCADIA IS HAWAII'S OLDEST PRE-EMINENT LPC AND IS THE FIRST LPC IN HAWAII ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES AND THE CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC). ARCADIA OFFERS LIFETIME RESIDENCY WITH A CONTINUUM OF CARE THAT BEGINS WITH INDEPENDENT LIVING IN ONE'S APARTMENT WITH ACCESS TO AN ARRAY OF ACTIVITIES, WELLNESS PROGRAMS, HEALTH CARE SERVICES, FOOD, PERSONAL ASSISTANCE, IF REQUESTED, SECURITY, MAINTENANCE, HOUSEKEEPING AND LINEN SERVICE, AND ALONG THE CONTINUUM, IF NEEDED, ASSISTED LIVING, SKILLED AND INTERMEDIATE LONG TERM CARE, SPECIAL CARE FOR THOSE WHO DEVELOP ALZHEIMER'S DISEASE AND DEMENTIA, AND END OF LIFE CARE. 15 CRAIGSIDE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND AAH OFFERS A SIMILAR LIFE-CARE GUARANTEE AND PROGRAM WHILE A MEMBER RESIDES IN HIS/HER/THEIR HOME.ARCADIA, AND ITS FAMILY OF COMPANIES, ARE GUIDED BY A VISION THAT CALLS EVERY COMPANY TO PROVIDE OPTIMUM EFFORT IN SUPPORT OF ITS RESIDENTS, CLIENTS AND MEMBERS, AND TO PROVIDE BENEFITS AND SERVICES TO SENIORS IN THE GREATER COMMUNITY. THROUGHOUT ARCADIA'S 56-YEAR HISTORY, IT HAS CONSISTENTLY DEMONSTRATED A CLEAR AND CONSISTENT CHARITABLE PURPOSE: PROVIDING SENIOR LIVING EXCELLENCE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. IN 2005, ARCADIA BEGAN TO DOCUMENT THE WAYS AFC HAS SERVED THE HAWAII COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH AFC AND ITS PERSONNEL HAVE SERVED THE COMMUNITY IN 2022. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,300,000.1. UNCOMPENSATED (CHARITY CARE)ARCADIA AND 15 CRAIGSIDE CONTINUED TO PROVIDE SERVICES TO RESIDENTS AND MEMBERS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2022, THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $652,596 AT ARCADIA AND $372,194 AT 15 CRAIGSIDE. ARCADIA, 15 CRAIGSIDE AND AAH ALSO PROVIDED HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRED ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $68,472 FOR ARCADIA AND $27,330 FOR AAH IN 2022.2. HOSPICE CAREDURING 2022, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING END OF LIFE CARE AND SUPPORTIVE CARE, IN CONNECTION WITH LOCAL MEDICARE CERTIFIED HOSPICE ORGANIZATIONS, TO SHORT-TERM RESIDENTS WHO HAVE BEEN ADMITTED DIRECTLY INTO ARCADIA'S AND 15 CRAIGSIDE'S RESPECTIVE HEALTH CARE CENTERS WITHOUT PREVIOUSLY BEING RESIDENTS OF ARCADIA OR 15 CRAIGSIDE. 3. SUPPORT FOR ARCADIA'S HEALTH CARE CENTERTHE ARCADIA MEMORIAL IRREVOCABLE TRUST FUND UNDER TAF PROVIDED $35,495 IN ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED, FOR THE BENEFIT OF THE RESIDENTS RESIDING IN ARCADIA'S HEALTH CARE CENTER. SERVICES INCLUDED ENTERTAINMENT, A WALKING-COMPANION PROGRAM, AS WELL AS OTHER PERSONAL SERVICES SUCH AS
IRS990/ProgSrvcAccomActyOtherGrp/Desc18. 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.TO SUPPORT THE CULTIVATION OF THE HEALTHCARE WORKFORCE, ARCADIA AND 15 CRAIGSIDE SERVED AS A TRAINING SITE FOR NURSING STUDENTS FROM KAPIOLANI COMMUNITY COLLEGE. STUDENTS RECEIVED HANDS-ON EXPERIENCE TO PRACTICE WHAT THEY LEARNED IN THE CLASSROOM AT BOTH ARCADIA'S AND 15 CRAIGSIDE'S HEALTH CARE CENTERS. DURING 2022, SEVERAL GROUPS OF 5 TO 8 STUDENTS EACH RECEIVED CLINICAL TRAINING OVER AN EIGHT-DAY PERIOD.IN ORDER TO PROVIDE INFORMATION AND BUILD AWARENESS TO HIGH SCHOOL AND COLLEGE STUDENTS REGARDING SENIOR LIVING, HEALTHCARE PROFESSIONALS OF THE AFC PRESENTED CAREERS AND HEALTH CARE OVERVIEW TO PROGRAMS AT VARIOUS SCHOOLS THROUGHOUT THE YEAR, INCLUDING THE FARRINGTON HEALTH ACADEMY, PEARL CITY HEALTH ACADEMY, KALANI HEALTH ACADEMY, KAPIOLANI COMMUNITY COLLEGE NURSE AIDE PROGRAM, AND THE JOHN A. BURNS SCHOOL OF MEDICINE'S GERIATRIC MEDICINE FELLOWSHIP PROGRAM. ADDITIONALLY, THE AFC HOSTED STUDENT VOLUNTEERS FROM THE KALANI HEALTH ACADEMY AT ARCADIA, 15 CRAIGSIDE, AND THE ARCADIA ADULT DAY CARE CENTER. WE ALSO MENTORED A STUDENT VOLUNTEER AT THE CENTER FOR A SCHOOL YEAR.9. MEAL SERVICE AND DELIVERY TO SENIORS IN HONOLULUDURING THE YEAR, AHHS'S MEAL DELIVERY SERVICE PROGRAM PROVIDED SENIORS IN HONOLULU WITH HOT, NUTRITIOUS MEALS AT REASONABLE PRICES. IN ADDITION, THE MEAL PREPARATION SERVICE WAS ABLE TO ACCOMMODATE CLIENTS NEEDING PARTICULAR DIETS BECAUSE OF HEALTH REASONS, A SERVICE THAT MOST MOBILE MEAL SERVICES ARE UNABLE TO RENDER. OVER 4,500 DELIVERIES WERE MADE IN 2022 WHICH WAS A VITAL SERVICE TO HELP SENIORS TO SAFELY STAY HOME DURING THE PANDEMIC AND LIMIT EXPOSURE.10. HOME CARE IN SUPPORT OF SENIORSAHHS WAS FORMED IN MARCH, 2003 TO PROVIDE QUALITY CARE TO SENIORS IN HONOLULU IN THE COMFORT OF THEIR OWN HOMES. ARCADIA, IN FORMING THIS SUPPORT ORGANIZATION, RECOGNIZED THAT MANY SENIORS WHO COULD USE HELP PREFERRED TO CONTINUE TO LIVE IN THEIR CURRENT RESIDENCES.THE PROGRAM CONTINUES TO PROVIDE REASONABLY PRICED SERVICES BASED ON ARCADIA'S MISSION OF PROVIDING EXCELLENCE IN CARE WITH COMPASSION. THE SERVICES AVAILABLE INCLUDE PERSONAL CARE SERVICES AND COMPANION SERVICES, LIMITED HEALTH CARE SERVICES, HOUSEKEEPING, AND TRANSPORTATION SERVICES. THE PROGRAM SERVED OVER 250 CLIENTS AS OF DECEMBER 31, 2022.PROTECTING THE HEALTH AND WELL-BEING OF ITS RESIDENTS, CLIENTS, MEMBERS AND EMPLOYEES IS A TOP PRIORITY FOR AFC. THROUGHOUT 2020 AND 2022, AFC ENHANCED A COMPREHENSIVE PANDEMIC RESPONSE PLAN FOR ITS LIFE PLAN COMMUNITIES AND HOME AND COMMUNITY BASED SERVICES TO MINIMIZE THE IMPACT OF COVID-19 ON THE WORKPLACE. THIS ALLOWED AFC EMPLOYEES TO CONTINUE TO CARE FOR CLIENTS AT HOME SAFELY DURING THE PANDEMIC.11. DEVELOPING A SENIOR COMMUNITY WITHOUT WALLSTHE AFC HAS DEVELOPED AN "LPC WITHOUT WALLS" PROGRAM IN HONOLULU. THIS CONCEPT PROVIDES SERVICES SIMILAR TO THOSE PROVIDED BY ARCADIA AND 15 CRAIGSIDE, INCLUDING A LIFE CARE AGREEMENT, EXCEPT THAT THE SERVICES ARE PROVIDED IN A MEMBER'S HOME FOR THOSE SENIORS WHO PREFER "AGING IN PLACE" AT HOME. DURING 2014, THE HONOLULU COMMUNITY WAS INTRODUCED TO THIS NEW CONCEPT. MEMBER SERVICES COMMENCED IN APRIL 2015. AS OF DECEMBER 31, 2022, THERE WERE 54 MEMBERS IN THE PROGRAM. DURING 2021 AND AT THE BEGINNING OF 2022, MEMBERS' ACCESS TO ARCADIA AND 15 CRAIGSIDE WERE LIMITED TO PART OF THE YEAR DUE TO COVID-19 RESTRICTIONS AT THE COMMUNITIES. ARCADIA AT HOME REIMAGINED WAYS AND ACTIVITIES TO ENGAGE WITH MEMBERS WHILE KEEPING THEM SAFE.12. HALE OLA KINO BY ARCADIATHE AFC ASSUMED OWNERSHIP AND OPERATIONS OF HALE OLA KINO, A 32-BED SKILLED NURSING HOME IN ONE KALAKAUA SENIOR LIVING ASSOCIATION, RAN BY NATIONAL SENIOR LIVING COMMUNITY OPERATO
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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:
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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 2019 THROUGH 2022 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, 2022 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 AND 2021. 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:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ORGANIZATION'S GENERATIONS OF SERVICE CAMPAIGN FOR MINISTERIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTRIBUTION OF CAPITAL TO FUND THE PURCHASE OF HALE OLA KINO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE PENSION BOARDS - UNITED CHURCH OF CHRIST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HALE OLA KINO BY ARCADIA
IRS990ScheduleI/RecipientTable/RecipientEIN0135562403
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0475 RIVERSIDE DRIVE ROOM 1020
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11434 PUNAHOU STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196822
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND DONATIONS ARE EVALUATED ON A CASE BY CASE BASIS BY THE CEO AND CFO. INDIVIDUAL CONTRIBUTIONS OF OVER $10,000 ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,312,439
Liabilities
$1,592,290
Net assets
$20,720,149
Revenue
$578,386
Expenses
$506,480
Net income
$71,906
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
2022Detailed filing. Detailed filing data is available for this year.$22.3$1.59$20.7$0.58$0.51$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$1.79$23.1$2.73$0.29$2.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$2.29$20.6$2.09$0.36$1.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$2.32$18.4$0.77$0.22$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$2.25$16.8$0.90$0.14$0.75
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$1.98$17.1$0.58$0.60$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$1.98$15.7$1.42$0.27$1.15
2015Detailed filing. Detailed filing data is available for this year.$17.4$2.78$14.6$1.60$0.28$1.32
2014Detailed filing. Detailed filing data is available for this year.$15.6$2.15$13.5$0.50$0.65$0.15
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$2.19$13.7$0.62$0.04$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$2.37$12.9$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$2.34$12.1$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$2.44$12.0$0.03