Civic Intelligence

Arcadia Elder Services

990 • Fiscal year 2019 • EIN 99-0354438

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

Organization ProfileN/A
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

90th percentile

0.88x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.93x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

95th percentile

$326,701

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.8%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$4,146,062

Up $274,773 (+7.1%) from 2018

Net Assets

Up

$516,613

Up $797,665 (+284%) from 2018

Liabilities

Down

$3,629,449

Down $522,892 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin77th percentile

Revenue

Up

$3,919,905

Up $317,900 (+8.8%) from 2018

Expenses

Down

$3,122,240

Down $503,117 (-14%) from 2018

Net Income

Up

$797,665

Up $821,017 (+3516%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $283,832Liabilities 2010: $39,686Net Assets 2010: $244,1462010Assets 2011: $2,910,886Liabilities 2011: $33,090Net Assets 2011: $2,877,7962011Assets 2012: $2,958,019Liabilities 2012: $0Net Assets 2012: $2,958,0192012Assets 2013: $3,032,817Liabilities 2013: $561,557Net Assets 2013: $2,471,2602013Assets 2014: $3,690,893Liabilities 2014: $1,883,312Net Assets 2014: $1,807,5812014Assets 2015: $4,043,918Liabilities 2015: $2,843,641Net Assets 2015: $1,200,2772015Assets 2016: $7,522,113Liabilities 2016: $6,644,898Net Assets 2016: $877,2152016Assets 2017: $4,405,994Liabilities 2017: $4,663,694Net Assets 2017: -$257,7002017Assets 2018: $3,871,289Liabilities 2018: $4,152,341Net Assets 2018: -$281,0522018Assets 2019: $4,146,062Liabilities 2019: $3,629,449Net Assets 2019: $516,6132019Assets 2020: $4,347,039Liabilities 2020: $3,621,193Net Assets 2020: $725,8462020Assets 2021: $4,815,377Liabilities 2021: $4,070,928Net Assets 2021: $744,4492021Assets 2022: $5,155,263Liabilities 2022: $4,024,453Net Assets 2022: $1,130,8102022Assets 2023: $4,018,633Liabilities 2023: $3,295,532Net Assets 2023: $723,1012023Assets 2024: $4,422,224Liabilities 2024: $3,362,025Net Assets 2024: $1,060,1992024

Highlighted filing

2019

Assets$4,146,062
Liabilities$3,629,449
Net Assets$516,613
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $97,516Expenses 2010: $72,724Net Income 2010: $24,7922010Expenses 2011: $188,7872011Expenses 2012: $455,4722012Revenue 2013: $722,293Expenses 2013: $1,209,052Net Income 2013: -$486,7592013Revenue 2014: $4,268,595Expenses 2014: $4,932,274Net Income 2014: -$663,6792014Revenue 2015: $4,241,124Expenses 2015: $4,848,429Net Income 2015: -$607,3052015Revenue 2016: $4,333,629Expenses 2016: $4,656,691Net Income 2016: -$323,0622016Revenue 2017: $2,992,277Expenses 2017: $4,127,192Net Income 2017: -$1,134,9152017Revenue 2018: $3,602,005Expenses 2018: $3,625,357Net Income 2018: -$23,3522018Revenue 2019: $3,919,905Expenses 2019: $3,122,240Net Income 2019: $797,6652019Revenue 2020: $3,224,600Expenses 2020: $3,015,367Net Income 2020: $209,2332020Revenue 2021: $3,134,655Expenses 2021: $3,116,052Net Income 2021: $18,6032021Revenue 2022: $3,375,802Expenses 2022: $2,989,441Net Income 2022: $386,3612022Revenue 2023: $3,632,267Expenses 2023: $4,039,976Net Income 2023: -$407,7092023Revenue 2024: $3,779,506Expenses 2024: $3,442,408Net Income 2024: $337,0982024

Highlighted filing

2019

Revenue$3,919,905
Expenses$3,122,240
Net Income$797,665
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
$3,919,905
Mission and Program Overview

Mission

Provide benefits & services to the elderly to further the health & general welfare of the elderly & to provide advice, consultation & management services to organizations serving the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,794$47,097▼ $142,697
Accounts Receivable$20,802$26,604▲ $5,802
Prepaid Expenses and Deferred Charges-$2,142-
Total Assets$3,871,289$4,146,062▲ $274,773
Other Assets Total$3,660,693$4,070,219▲ $409,526
Liabilities
Other Liabilities$3,887,280$3,411,389▼ $475,891
Accounts Payable and Accrued Expenses$265,061$218,060▼ $47,001
Total Liabilities$4,152,341$3,629,449▼ $522,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-281,052$516,613▲ $797,665
Total Net Assets Fund Balance$-281,052$516,613▲ $797,665
Total Liabilities and Net Assets / Fund Balance$3,871,289$4,146,062▲ $274,773

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,070,219--
Compensation and Service Providers
Top Officer Pay95th 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
$0
Program Service Revenue
$3,794,905
Investment Income
$125,000
Other Revenue
$0
Change in Net Assets
$797,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,969,890
Grants and Similar Amounts Paid$465
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-848,115

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,217,521--$3,217,521
Other Employee Benefits$302,178--$302,178
Payroll Taxes$230,095--$230,095
Pension Plan Contributions$220,096--$220,096
Fees for Services Other$183,415--$183,415
Advertising$148,795--$148,795
Conferences and Meetings$91,243--$91,243
Insurance$52,328--$52,328
Office Expenses$34,230--$34,230
Information Technology$13,331--$13,331
Fees for Services Accounting-$3,724-$3,724
Fees for Services Legal-$1,317-$1,317
Grants to Domestic Orgs$465--$465
Other Expenses$196--$196
All Other Expenses$-1,392,961--$-1,392,961
Total Functional Expenses$3,117,199$5,041$0$3,122,240
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
Intercompany Payable$3,411,389
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
Arcadia Elder Services
EIN
99-0354438
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
2001
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

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 566 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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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, 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
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ARCADIA COMMUNITY SERVICES (ACS) IS THE DIRECT CONTROLLING ENTITY OF ARCADIA RETIREMENT RESIDENCE, THE SUPPORTED ORGANIZATION AND IS ALSO THE SOLE MEMBER OF ARCADIA ELDER SERVICES. ACS HAS THE POWER TO APPOINT THE MAJORITY OF THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION B, LINE 1
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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 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:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VIVIAN LAI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO AND CFO ARE COMPENSATED BY A RELATED ORGANIZATION. THE SALARY AND COMPENSATION OF THE CEO IS RECOMMENDED BY A COMPENSATION COMMITTEE OF THE BOARD AND THEN REVIEWED AND VOTED UPON BY THE FULL BOARD. THE SALARY AND COMPENSATION OF OTHER MANAGEMENT EMPLOYEES ARE SET BY MANAGEMENT UNDER THE DIRECTION OF THE CEO, WHICH IS NOT SPECIFICALLY REVIEWED BY THE BOARD. IN DETERMINING COMPENSATION, MANAGEMENT, IN PART, RELIES ON THE FINDINGS OF THE HUMAN RESOURCES DEPARTMENT IN REVIEWING COMPENSATION OF LOCAL BUSINESSES (AS PROVIDED BY THE HAWAII EMPLOYER'S COUNCIL) AND NATIONAL COMPENSATION STUDIES FOR CONTINUING CARE RETIREMENT COMMUNITIES. THE COMPENSATION ANALYSIS AND SUPPORTING DATA ARE PREPARED ANNUALLY AND MAINTAINED BY HUMAN RESOURCES. COMPENSATION FOR ALL EMPLOYEES IN THE FAMILY OF COMPANIES IS PART OF THE ANNUAL BUDGETS PREPARED FOR THE COMPANIES AND APPROVED BY THE BOARDS. THE REVIEW PROCESS WAS LAST UNDERTAKEN IN 2019.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARCADIA COMMUNITY SERVICES IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE ELECTED BY ARCADIA COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETE FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS CONFLICT OF INTEREST POLICIES WHICH COVER OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ALL ENTITIES UNDER THE ARCADIA FAMILY OF COMPANIES. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE GOVERNING BOARD. THE REMAINING BOARD MEMBERS SHALL DISCUSS AND DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE DISINTERESTED BOARD MEMBERS MUST EXERCISE DUE DILIGENCE AND DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, AND DETERMINE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. IN ADDITION, THE CONFLICT DISCLOSURE REQUEST TO BOARD MEMBERS IS CONDUCTED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20

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
$4,146,062
Liabilities
$3,629,449
Net assets
$516,613
Revenue
$3,919,905
Expenses
$3,122,240
Net income
$797,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$3.36$1.06$3.78$3.44$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$3.30$0.72$3.63$4.04$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$4.02$1.13$3.38$2.99$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$4.07$0.74$3.13$3.12$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$3.62$0.73$3.22$3.02$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.15$3.63$0.52$3.92$3.12$0.80
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$4.15$0.28$3.60$3.63$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$4.66$0.26$2.99$4.13$1.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.52$6.64$0.88$4.33$4.66$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.04$2.84$1.20$4.24$4.85$0.61
2014Detailed filing. Detailed filing data is available for this year.$3.69$1.88$1.81$4.27$4.93$0.66
2013Detailed filing. Detailed filing data is available for this year.$3.03$0.56$2.47$0.72$1.21$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.03$2.88$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.04$0.24$0.10$0.07$0.02