Civic Intelligence

Arcadia Elder Services

990 • Fiscal year 2021 • EIN 99-0354438

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

92nd percentile

0.85x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

27th percentile

0.6%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$363,224

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.8%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$4,815,377

Up $468,338 (+11%) from 2020

Net Assets

Up

$744,449

Up $18,603 (+2.6%) from 2020

Liabilities

Up

$4,070,928

Up $449,735 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin27th percentile

Revenue

Down

$3,134,655

Down $89,945 (-2.8%) from 2020

Expenses

Up

$3,116,052

Up $100,685 (+3.3%) from 2020

Net Income

Down

$18,603

Down $190,630 (-91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$4,815,377
Liabilities$4,070,928
Net Assets$744,449
Open 2021 Filing

Operations Trend

Revenue Growth28th 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

2021

Revenue$3,134,655
Expenses$3,116,052
Net Income$18,603
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$3,134,655
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$31,329$12,468▼ $18,861
Prepaid Expenses and Deferred Charges$2,142$2,142→ $0
Total Assets$4,347,039$4,815,377▲ $468,338
Other Assets Total$4,313,568$4,800,767▲ $487,199
Liabilities
Other Liabilities$3,270,901$3,822,569▲ $551,668
Accounts Payable and Accrued Expenses$350,292$248,359▼ $101,933
Total Liabilities$3,621,193$4,070,928▲ $449,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$725,846$744,449▲ $18,603
Total Net Assets Fund Balance$725,846$744,449▲ $18,603
Total Liabilities and Net Assets / Fund Balance$4,347,039$4,815,377▲ $468,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,800,767--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzie SchulbergPresident & CEOPT$283,048$80,176$363,224
Vivian LaiCFOPT$201,928$73,359$275,287
Michael ChongCIOPT$157,931$41,253$199,184
Bree KomgomeCOO, 15 CraigsidePT$149,448$39,137$188,585
Heidi PliszkaCOO, ArcadiaPT$142,841$41,978$184,819
Michelle AndrianDirector of Compliance, COM, BenefitsPT$144,944$34,462$179,406
Lisa HanedaDirector of MarketingPT$134,197$9,849$144,046

Board Members and Trustees

NameTitle
Martin ZornChairman
Kathy AokiVice Chair
Kent ReinkerBoard Member
Laura ReichardtBoard Member
Lucas SayinBoard Member
Corlis ChangSecretary
Koren DreherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,051,436
Investment Income
$83,219
Other Revenue
$0
Change in Net Assets
$18,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,282,965
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-1,173,913

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,827,261--$2,827,261
Current Officers, Directors, Trustees, and Key Employees-$638,511-$638,511
Other Employee Benefits$368,792--$368,792
Payroll Taxes$241,179--$241,179
Pension Plan Contributions$207,222--$207,222
Fees for Services Accounting-$206,455-$206,455
Office Expenses$75,640--$75,640
Insurance$51,453--$51,453
Information Technology$49,412--$49,412
Fees for Services Legal-$47,535-$47,535
Fees for Services Other$45,459--$45,459
Conferences and Meetings$43,406--$43,406
Advertising$35,310--$35,310
Occupancy$25,704--$25,704
Grants to Domestic Orgs$7,000--$7,000
Other Expenses$1,235--$1,235
All Other Expenses$-1,797,682--$-1,797,682
Total Functional Expenses$2,223,551$892,501$0$3,116,052
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii Pacific Gerontological SocietyHonolulu, HI501(c)(3)Scholarship Fund to Students in the Field of Gerontology$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$3,822,569
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
Yes
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 B, Line 15A

“The salary and compensation of the ceo is recommended by the executive 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 local and national compensation studies for continuing care retirement communities, general healthcare, hospitality, and other industries. The compensation analysis and supporting data are prepared at least 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 compensation analysis is also updated during the year as updated compensation surveys and industry data is obtained. The analyses are presented to the compensation committee which is made up of some of the executive leadership team members.”

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
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vivian Lai
Formed
2001
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
7

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 V, LINE 2A:

“The organization does not issue form w-2. Form w-2 for the organization's employees are issued by a related organization.”

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 2018 through 2021 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, 2021 due to the statutes of limitations. Arcadia did not recognize any tax liabilities for income tax associated with unrecognized tax benefits at december 31, 2021 and 2020. 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/ActivityOrMissionDesc0PROVIDE 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO, 15 CRAIGSIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR OF COMPLIANCE, COM, BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO, ARCADIA
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF MARKETING
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0PROVIDE 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.
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IRS990/OtherExpensesGrp/Desc0EMPLOYEE TESTS - COVID
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2LICENSES & PERMITS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113578
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, 2021.
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), 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 55-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 2021. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,400,000 IN 2021.1. 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 2021 THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $383,852 AT ARCADIA AND $669,611 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 $24,455 FOR ARCADIA AND $53,450 FOR AAH IN 2021.2. HOSPICE CAREDURING 2021, 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 $36,000 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 MASSAGES, MANICURES AND PEDICU
IRS990/ProgSrvcAccomActyOtherGrp/Desc18. COMMUNITY SUPPORT DURING THE COVID-19 PANDEMICAFC WAS BLESSED TO RECEIVE A TREMENDOUS AMOUNT OF COMMUNITY SUPPORT AND DONATIONS DURING THE PANDEMIC. IN RETURN, THE AFC SOUGHT NEW WAYS TO GIVE BACK TO THE COMMUNITY AND SHOW APPRECIATION FOR OTHERS. IN 2021, AFC DONATED PERSONAL PROTECTIVE EQUIPMENT (PPE) TOTALING OVER $202,000 TO OTHER HEALTH CARE FACILITIES AS WELL AS SCHOOLS AT A TIME WHEN DEMAND FOR PPE WAS STILL HIGH AND PRICES WERE ELEVATED.IN JANUARY 2021, THE HAWAII STATE DEPARTMENT OF HEALTH FILMED A PUBLIC SERVICE ANNOUNCEMENT TO ENCOURAGE THE PEOPLE OF HAWAII TO TAKE THE COVID-19 VACCINE. THEY FILMED ONSITE AT 15 CRAIGSIDE AND HAD GREAT PARTICIPATION FROM RESIDENTS AND STAFF, INCLUDING AFC'S PRESIDENT AND CEO, SUZIE SCHULBERG. ADDITIONALLY, IN OCTOBER 2021, MS. SCHULBERG PARTICIPATED IN THE PACIFIC BUSINESS NEWS ROUNDTABLE FOCUSING ON HEALTHCARE. THE ROUNDTABLE GATHERED FOUR HEALTH CARE LEADERS WHO DEALT WITH OVERFLOWING INTENSIVE CARE UNITS AMID VARIANT SURGES, INCREASED CORONAVIRUS TESTING AND TREATMENT, AND PPE AND WORKFORCES SHORTAGES THROUGHOUT THE PANDEMIC. MS. SCHULBERG WAS ALSO SELECTED AS AN HONOREE AT PACIFIC BUSINESS NEWS' ANNUAL WOMEN WHO MEAN BUSINESS AWARDS RECOGNIZING THE OUTSTANDING WOMEN BUSINESS LEADERS IN HAWAII WHO MAKE A DIFFERENCE. AS PRESIDENT AND CEO OF HAWAII'S LARGEST SENIOR CARE PROVIDER, MS. SCHULBERG'S DAILY CONTRIBUTIONS ON THE JOB ARE CLOSELY INTERTWINED WITH THE POSITIVE IMPACTS SHE HAS ON THE HAWAII COMMUNITY.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 4,800 DELIVERIES WERE MADE IN 2021 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 ABOUT 200 CLIENTS AS OF DECEMBER 31, 2021.PROTECTING THE HEALTH AND WELL-BEING OF OUR RESIDENTS, CLIENTS, MEMBERS AND EMPLOYEES IS A TOP PRIORITY FOR AFC. THROUGHOUT 2020 AND 2021, AFC ENHANCED OUR COMPREHENSIVE PANDEMIC RESPONSE PLAN FOR OUR LIFE PLAN COMMUNITIES AND HOME AND COMMUNITY BASED SERVICES TO MINIMIZE THE IMPACT OF COVID-19 ON OUR WORKPLACE. THIS ALLOWED OUR EMPLOYEES TO CONTINUE TO CARE FOR CLIENTS AT HOME SAFELY DURING THE PANDEMIC.11. DEVELOPING A SENIOR COMMUNITY WITHOUT WALLSTHE AFC HAS DEVELOPED A "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, 2021, THERE WERE 52 MEMBERS IN THE PROGRAM. DURING 2021, MEMBERS' ACCESS TO ARCADIA AND 15 CRAIGSIDE WERE LIMITED TO PART OF THE YEAR DUE TO COVID-19 RESTRICTIONS AT THE COMMUNITIES. AAH REIMAGINED WAYS AND ACTIVITIES TO ENGAGE WITH MEMBERS WHILE KEEPING THEM SAFE.
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
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
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ARCADIA RETIREMENT RESIDENCE
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03822569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
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 2018 THROUGH 2021 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, 2021 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2021 AND 2020. 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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IRS990ScheduleD/TotalBookValueOtherAssetsAmt04800767
IRS990ScheduleD/TotalLiabilityAmt03822569
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP FUND TO STUDENTS IN THE FIELD OF GERONTOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII PACIFIC GERONTOLOGICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0990211232
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3714
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096812
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:
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1201928
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2157931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3149448
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4142841
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5144944
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount037500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount145000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount218000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount318000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount418000

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,815,377
Liabilities
$4,070,928
Net assets
$744,449
Revenue
$3,134,655
Expenses
$3,116,052
Net income
$18,603
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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