ARCADIA RETIREMENT RESIDENCE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARCADIA RETIREMENT RESIDENCE (EIN 99-0256226)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349311652
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T18:26:28-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990256226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCADIA RETIREMENT RESIDENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 8089410941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1434 PUNAHOU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIVIAN LAI | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8089410941 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RODNEY M HARANO | PreparerPersonNm |
| PTIN | P00389596 | PTIN |
| Phone | 8085311040 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VIVIAN LAI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1434 PUNAHOU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,126,705 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ARCADIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | ARCADIA PROVIDES SENIOR LIVING EXCELLENCE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT. THE PRIMARY PURPOSE IS TO FURTHER THE HEALTH AND GENERAL WELFARE OF THE ELDERLY BY PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 706 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $583,229 | PYContributionsGrantsAmt |
| CY Contributions Grants | $129,864 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,191,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,322,586 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$148,465 | PYInvestmentIncomeAmt |
| CY Investment Income | -$348,415 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,600 | PYOtherRevenueAmt |
| CY Other Revenue | $10,000 | CYOtherRevenueAmt |
| PY Total Revenue | $35,633,204 | PYTotalRevenueAmt |
| CY Total Revenue | $38,114,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $328 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,823 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,831,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,243,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,215,231 | PYOtherExpensesAmt |
| CY Other Expenses | $18,444,739 | CYOtherExpensesAmt |
| PY Total Expenses | $34,047,173 | PYTotalExpensesAmt |
| CY Total Expenses | $35,692,398 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,586,031 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,421,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,229,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,912,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,867,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,073,640 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,362,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,838,754 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ARCADIA PROVIDES SENIOR LIVING EXCELLENCE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT. THE PRIMARY PURPOSE IS TO FURTHER THE HEALTH AND GENERAL WELFARE OF THE ELDERLY BY PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,787,622 | ExpenseAmt |
| Grant | $3,823 | GrantAmt |
| Revenue | $22,101,940 | RevenueAmt |
| Desc | MONTHLY SERVICE CHARGE - ARCADIA PROVIDES ROOM, BOARD AND OTHER SERVICES FOR 250 RESIDENTS. THE AVERAGE MONTHLY FEE CHARGED TO EACH RESIDENT IS $4,600 IN 2023. ARCADIA PAYS FOR ALL EXPENSES.ENTRANCE FEE AMORTIZATION - NEW RESIDENTS PAY FOR A LIFETIME INTEREST IN THEIR APARTMENT. REVENUE FOR AMORTIZATION OF ENTRANCE FEE IS RECOGNIZED OVER THE EXPECTED LIFE OF THE RESIDENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,960,901 | ExpenseAmt |
| Revenue | $14,589,757 | RevenueAmt |
| Desc | HEALTH CARE CENTER - ARCADIA HAS A LICENSED SKILLED NURSING, INTERMEDIATE CARE AND SPECIAL CARE FACILITY WITH 91 NURSING FACILITY BEDS AVAILABLE FOR USE BY RESIDENTS. ALL BEDS ARE MEDICARE CERTIFIED. THE AVERAGE CENSUS WAS 77 IN 2023 WITH A PER DIEM RATE OF $446 FOR SEMI-PRIVATE ROOMS AND $593 FOR PRIVATE ROOMS FOR LONG-TERM RESIDENTS IN 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,735,602 | ExpenseAmt |
| Revenue | $1,640,889 | RevenueAmt |
| Desc | ASSISTED LIVING SERVICES - PROGRAM TO PROVIDE HELP TO RESIDENTS WHO ARE NOT CLINICALLY RESTRICTED TO BEDS AND ARE NOT PHYSICALLY OR MENTALLY ABLE TO LIVE INDEPENDENTLY. RESIDENTS ENROLLED CAN HAVE AN INDEPENDENT LIFESTYLE WITH HELP PROVIDED BY ARCADIA. THIS CAN INCLUDE SERVICES FROM MEDICATION MANAGEMENT TO ASSISTANCE WITH MANY OF THE ACTIVITIES OF DAILY LIVING. 72 RESIDENTS WERE ENROLLED IN THE PROGRAM AS OF DECEMBER 31, 2023. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| STATEMENT 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 2010, 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), ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER (AADCDH), AND HALE OLA KINO BY ARCADIA (HOKA),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 (HAWAIIAN: ELDERS).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 AND CARE 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 2023. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,704,000.1. 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 2023, THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $634,227 AT ARCADIA AND $489,768 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 $27,375 FOR ARCADIA.2. HOSPICE CAREDURING 2023, 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 $39,051 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 PEDICURES.4. CORPORATE DONATIONSTHE AFC MADE COLLECTIVE DONATIONS OVER $15,500 IN 2023 TO COMMUNITY NOT FOR PROFIT ORGANIZATIONS THAT ADMINISTER AND/OR SUPPORT PROGRAMS AND SERVICES FOR SENIORS AND OTHERS IN NEED THROUGHOUT THE COMMUNITY. SOME OF THESE PROGRAMS AND SERVICES INCLUDE THE ALZHEIMER'S ASSOCIATION, FUNDER HUI HEALTHCARE ASSOCIATION OF HAWAII, ST. FRANCIS FOUNDATION, AND THE CAREGIVER FOUNDATION.ON AUGUST 8, 2023, DEVASTATING WILDFIRES SWEPT THROUGH PARTS OF MAUI. THE FIRES CAUSED WIDESPREAD DESTRUCTION OF LAHAINA, A TOWN KNOWN FOR ITS RICH HISTORY AND CULTURAL SIGNIFICANCE. THE DEATH TOLL REACHED AT LEAST 115 PEOPLE, WITH MANY MORE REPORTED MISSING IN THE WEEKS AFTER THE FIRES. IN JUST 3 DAYS FROM AUGUST 16TH TO AUGUST 18TH, RESIDENTS, CLIENTS, MEMBERS, EMPLOYEES AND FAMILIES RAISED $84,223.25 TOWARD FIRE DISASTER RELIEF FOR OUR NEIGHBORS ON MAUI. ALONG WITH THE TAF'S DONATION OF $51,000 AND DOLLAR-FOR-DOLLAR MATCHING UP TO $25,000, THE TOTAL AFC DONATION AMOUNTED TO $160,223 WHICH WERE DISTRIBUTED AMONG 3 NON-PROFIT ORGANIZATIONS THE MAUI FOOD BANK, MAUI HUMANE SOCIETY, AND THE SALVATION ARMY HAWAIIAN AND PACIFIC ISLANDS DIVISION. ADDITIONALLY, RESIDENTS, CLIENTS, MEMBERS, EMPLOYEES AND FAMILIES GRACIOUSLY DONATED TOILETRIES, CLOTHING, BEDDING, HOUSEHOLD GOODS, AND NON-PERISHABLE FOOD ITEMS THAT WERE TRANSPORTED TO MAUI.5. PHILANTHROPIC SUPPORT OF RETIRED UCC MINISTERS AND WORKERSIN AUGUST 2018, TAF HAD THE BOARD'S PERMISSION TO EARMARK UP TO $2,000,000 OVER A 10-YEAR-PERIOD AS A SPECIAL FUND IN SUPPORT OF UCC'S GENERATIONS OF SERVICE CAMPAIGN. THE GOAL OF THE CAMPAIGN WAS TO RAISE $6,000,000 TO SUPPORT RETIRED HAWAII UCC MINISTERS AND RETIRED UCC CHURCH WORKERS. IN 2023, TAF CONTRIBUTED $250,000 TO THE SPECIAL FUND. TO-DATE, $760,800 HAS BEEN DONATED TO THE FUND. 6. USE OF FACILITIESTHE FOLLOWING ARE EXAMPLES OF THE USE OF AFC FACILITIES BY COMMUNITY GROUPS WITHOUT CHARGE. ARCADIA AND 15 CRAIGSIDE SUPPLIED OVER $12,000 IN FOOD, SUPPLIES AND RESOURCES FOR THESE EVENTS.THE NON-PROFIT AND OTHER ORGANIZATIONS HAD MEETINGS AND CONFERENCES AT ARCADIA USING ITS CONFERENCE ROOM, CHAPEL OR SOLARIUM INCLUDED: HAWAII ASSOCIATION OF DIRECTORS OF NURSING ADMINISTRATION, POSITIVE APPROACH TO CARE HUI, KOKUA COUNCIL AND THE HAWAII FAMILY CAREGIVER COALITION. IN JUNE 2023, 15 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 IN THE SOLARIUM. THE EVENT HONORED OUTSTANDING KUPUNA VOLUNTEERS FROM EACH COUNTY ACROSS THE STATE. 15 CRAIGSIDE PROVIDED LUNCHES AND REFRESHMENTS TO OVER 60 ATTENDEES FOR THE EVENT. |
| 7. COMMUNITY-RELATED VOLUNTEER SERVICE OF EMPLOYEES AND RESIDENTS OF THE ARCADIA FAMILY OF COMPANIESARCADIA AND 15 CRAIGSIDE RESIDENTS VOLUNTEERED FOR NON-PROFIT ORGANIZATIONS. SOME EXAMPLES INCLUDE PREPARING MAILERS AND PACKETS FOR JEWISH COMMUNITY SERVICES OF HAWAII AND KUKUI CENTER; MAKING AND DONATING DOG TREATS TO THE HAWAIIAN HUMANE SOCIETY AND PAWS OF HAWAII; ASSISTING IN INSPECTING AND SORTING PRODUCE DONATIONS AT THE HAWAII FOODBANK; HARVESTING PRODUCE AT WAIALUA HIDDEN FARMS WHICH IS A PARTNERING FARM OF ALOHA HARVEST, AND MAKING BANNERS AND SIGNS AS WELL AS SHOWING SUPPORT FOR THE SIERRA CLUB OF HAWAII'S WALK FOR WATER TO SHUT DOWN RED HILL. ARCADIA AT HOME MEMBERS ALSO VOLUNTEERED AT THE RIVER OF LIFE MISSION TO PROVIDE MEAL SERVICE TO THOSE IN NEED.THE CHIEF EXECUTIVE OFFICER VOLUNTEERED PERSONAL TIME, ESTIMATED IN EXCESS OF 100 HOURS, TALENTS AND SERVICES TO NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR. SHE SERVED ON THE OAHU WORKFORCE DEVELOPMENT BOARD (OWDB) IN 2023 AND HELD THE POSITION OF THE CHAIR OF THE PERFORMANCE MEASURES & ACCOUNTABILITY COMMITTEE. OWDB IS ONE OF FOUR LOCAL WORKFORCE DEVELOPMENT BOARDS IN HAWAII ESTABLISHED BY THE FEDERAL WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) OF 2014. THE BOARD IS ADMINISTRATIVELY ATTACHED TO THE DEPARTMENT OF BUDGET AND FISCAL SERVICES AND IS FEDERALLY MANDATED TO OVERSEE WIOA TITLE I PROGRAMS AT THE AMERICAN JOB CENTER HAWAII. ADDITIONALLY, SHE ALSO SERVED ON THE POLICY ADVISORY BOARD FOR ELDERLY AFFAIRS (PABEA), AS WELL AS THE BOARD'S LEGISLATIVE COMMITTEE IN 2023. THIS IS A BOARD THAT PROVIDES COMMUNITY INPUT TO THE EXECUTIVE OFFICE ON AGING (EOA). THE PABEA MEMBERSHIP CONSISTS OF OLDER ADULT CONSUMERS, SERVICE PROVIDERS, AND OTHERS IN THE FIELD OF AGING. PABEA ADVISES THE EOA DIRECTOR IN THE FOLLOWING AREAS: IDENTIFICATION OF ISSUES AND ALTERNATIVE APPROACHES TO SOLUTIONS; THE DEVELOPMENT OF POSITION STATEMENTS AND PAPERS; ADVOCACY AND LEGISLATIVE ACTIONS; AND PROGRAM DEVELOPMENT AND OPERATIONS. 8. 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 2023, 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 2023 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 225 CLIENTS AS OF DECEMBER 31, 2023.11. 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, 2023, THERE WERE 60 MEMBERS IN THE PROGRAM. 12. HALE OLA KINO BY ARCADIATHE AFC ACQUIRED OWNERSHIP AND OPERATIONS OF HALE OLA KINO, A 32-BED SKILLED NURSING HOME IN ONE KALAKAUA SENIOR LIVING ASSOCIATION, RUN BY NATIONAL SENIOR LIVING COMMUNITY OPERATOR LIFE CARE SERVICES, LLC FOR THE PAST 25 YEARS. OPERATIONS UNDER THE AFC STARTED IN NOVEMBER 2022 UNDER A NEWLY INCORPORATED NON-PROFIT, HALE OLA KINO BY ARCADIA (HOKA) WHICH WELCOMED LIFE CARE SERVICES TEAM MEMBERS AND ALLOWED MINIMAL DISRUPTION TO CARE AND SERVICES TO THE RESIDENTS. HAWAII CONTINUES TO SEE SIGNIFICANT GROWTH IN ITS 65-AND-OLDER POPULATION WITH AN AVERAGE GROWTH RATE OF APPROXIMATELY 3.5% ANNUALLY. THERE CONTINUES TO BE A SHORTAGE OF NURSING HOMES IN HAWAII, WITH WAHIAWA GENERAL'S LONG-TERM CARE FACILITY BEING THE LATEST TO SHUT ITS DOORS IN JULY 2022. AFC FELT THAT THIS ACQUISITION WAS THE RIGHT THING TO DO, TO FURTHER ITS MISSION OF SERVING HAWAII'S KUPUNA BY EXPANDING ITS NETWORK OF SERVICES, WHILE INCREASING SUPPORT FOR ITS EXISTING PROGRAMS. TAF CONTRIBUTED $103,500 IN 2022 AND $150,000 IN 2023 FOR THE ACQUISITION AND CONTINUED SUPPORT OF HALE OLA KINO. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,484,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 706 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVIAN LAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8089410941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1434 PUNAHOU STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUZIE SCHULBERG | ||||||||
| PRESIDENT & CEO | 10.00 | 40.00 | Yes (X) | Yes (X) | $0 | $364,773 | $34,049 | |
| VIVIAN LAI | ||||||||
| CFO | 10.00 | 40.00 | Yes (X) | Yes (X) | $0 | $259,477 | $19,351 | |
| MARTIN ZORN | ||||||||
| CHAIRMAN | 2.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY AOKI | ||||||||
| VICE CHAIR | 1.00 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CORLIS CHANG | ||||||||
| SECRETARY | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KOREN DREHER | ||||||||
| TREASURER | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW BUNN | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR DAVID POPHAM | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA REICHARDT | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT REINKER | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCAS SAYIN | ||||||||
| BOARD MEMBER | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LUZVIMINDA LAZO | ||||||||
| REGISTERED NURSE | 52.00 | $155,572 | $0 | $35,544 | Yes (X) | |||
| SHANNON MIYAZAKI | ||||||||
| ADMINISTRATOR | 50.00 | $127,217 | $0 | $15,977 | Yes (X) | |||
| DELIA GONZALES | ||||||||
| REGISTERED NURSE | 55.00 | $145,287 | $0 | $19,008 | Yes (X) | |||
| IRENE BAKER-AUSBY | ||||||||
| CLINIC MANAGER | 50.00 | $130,195 | $0 | $17,054 | Yes (X) | |||
| ANNA GELINO | ||||||||
| INFECTION PREVENTIONIST | 50.00 | $123,725 | $0 | $16,689 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $681,996 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $624,250 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSTRUCTORS HAWAII INC | |||||
| 1728 KAHAI ST | HONOLULU | HI | 96819 | CONTRACTOR | $1,318,709 |
| LM SQUARED LLC | |||||
| 1001 WILDER AVE 705 | HONOLULU | HI | 96822 | ADVERTISING SERVICES | $852,113 |
| RELIANT PRO REHAB | |||||
| 5800 GRANITE PARKWAY | PLANO | TX | 75024 | REHABILITATION | $589,626 |
| ZELINSKY COMPANY | |||||
| 91-310 KOMOHANA ST | KAPOLEI | HI | 96707 | CONTRACTOR | $445,552 |
| EXPRESS SERVICES INC | |||||
| 1130 NIMITZ HWY A135 | HONOLULU | HI | 96817 | TEMPORARY STAFFING AGENCY | $415,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $129,864 | AllOtherContributionsAmt |
| Total Contributions | $129,864 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CARE SERVICES | 623000 | $14,589,757 | $14,589,757 |
| MONTHY SERVICE CHARGE | 623000 | $13,678,510 | $13,678,510 |
| AMORTIZATION OF ENTRANCE | 623000 | $7,962,720 | $7,962,720 |
| ASSISTED LIVING | 623000 | $1,640,889 | $1,640,889 |
| MISCELLANEOUS | 623000 | $450,710 | $450,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,322,586 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,803 | TotalRevenueColumnAmt |
| Exclusion | $456,803 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,205,952 | SecuritiesAmt |
| Other | $1,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,633,962 | SecuritiesAmt |
| Other | $378,708 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$428,010 | SecuritiesAmt |
| Other | -$377,208 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$805,218 | TotalRevenueColumnAmt |
| Exclusion | -$805,218 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,114,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,332,586 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$348,415 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,823 | TotalAmt |
| Program Services | $3,823 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,398,822 | TotalAmt |
| Program Services | $13,131,346 | ProgramServicesAmt |
| Management And General | $267,476 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,985 | TotalAmt |
| Program Services | $902,238 | ProgramServicesAmt |
| Management And General | $15,747 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,279 | TotalAmt |
| Program Services | $1,847,824 | ProgramServicesAmt |
| Management And General | $41,455 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,750 | TotalAmt |
| Program Services | $1,016,582 | ProgramServicesAmt |
| Management And General | $21,168 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120,522 | TotalAmt |
| Program Services | $1,555,704 | ProgramServicesAmt |
| Management And General | $564,818 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,408 | TotalAmt |
| Program Services | $21,434 | ProgramServicesAmt |
| Management And General | $5,974 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,189 | TotalAmt |
| Management And General | $42,189 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,001 | TotalAmt |
| Management And General | $109,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,937 | TotalAmt |
| Program Services | $2,813,911 | ProgramServicesAmt |
| Management And General | $19,026 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,036 | TotalAmt |
| Program Services | $235,036 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,821 | TotalAmt |
| Program Services | $1,167,645 | ProgramServicesAmt |
| Management And General | $162,176 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,436 | TotalAmt |
| Program Services | $164,548 | ProgramServicesAmt |
| Management And General | $227,888 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,511 | TotalAmt |
| Program Services | $1,593,986 | ProgramServicesAmt |
| Management And General | $73,525 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,688 | TotalAmt |
| Program Services | $17,136 | ProgramServicesAmt |
| Management And General | $1,552 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,472,966 | TotalAmt |
| Program Services | $2,472,966 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,045 | TotalAmt |
| Program Services | $109,655 | ProgramServicesAmt |
| Management And General | $267,390 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $3,023,330 | $3,023,330 | |
| REPAIRS AND MAINTENANCE | $1,217,489 | $1,217,489 | |
| ALLOCATED EXPENSES | $651,577 | -$491,825 | $1,143,402 |
| RESIDENT SUBSIDIES | $634,227 | $634,227 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,556 | TotalAmt |
| Program Services | $1,047,070 | ProgramServicesAmt |
| Management And General | $245,486 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,692,398 | TotalAmt |
| Program Services | $32,484,125 | ProgramServicesAmt |
| Management And General | $3,208,273 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,814 | BOYAmt |
| EOY | $4,546,892 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,402 | BOYAmt |
| EOY | $546,649 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,897 | BOYAmt |
| EOY | $1,720,876 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,311 | BOYAmt |
| EOY | $240,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,258 | BOYAmt |
| EOY | $277,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,232,805 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,418,024 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,950,500 | BOYAmt |
| EOY | $30,814,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,672,385 | BOYAmt |
| EOY | $21,100,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,762,359 | BOYAmt |
| EOY | $25,663,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,229,926 | BOYAmt |
| EOY | $84,912,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,255 | BOYAmt |
| EOY | $2,893,627 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,481,088 | BOYAmt |
| EOY | $46,583,538 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,490 | BOYAmt |
| EOY | $596,475 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,867,833 | BOYAmt |
| EOY | $50,073,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,362,093 | BOYAmt |
| EOY | $34,838,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,362,093 | BOYAmt |
| EOY | $34,838,754 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,229,926 | BOYAmt |
| EOY | $84,912,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,421,637 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,055,024 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,415,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $583,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,864 | CurrentTaxYearAmt |
| Total | $2,496,615 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,478,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,382,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,234,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,191,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,322,566 | CurrentTaxYearAmt |
| Total | $173,609,327 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,599,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,797,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,481,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,775,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,452,430 | CurrentTaxYearAmt |
| Total | $176,105,942 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $176,105,942 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $626,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $456,803 | CurrentTaxYearAmt |
| Total | $2,413,527 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $626,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $456,803 | CurrentTaxYearAmt |
| Total | $2,413,527 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $36,600 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,235,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,301,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,889,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,211,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,919,233 | CurrentTaxYearAmt |
| Total | $178,556,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98450 | PublicSupportPY509Pct |
| Investment Income CY | 0.01350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 9,600. 2020 AMOUNT: $ 4,600. 2021 AMOUNT: $ 5,800. 2022 AMOUNT: $ 6,600. 2023 AMOUNT: $ 10,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,500,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,500,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,037,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,199,288 | DepreciationAmt |
| Book Value | $16,837,790 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,683,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,035,812 | DepreciationAmt |
| Book Value | $647,851 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,012,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,182,924 | DepreciationAmt |
| Book Value | $829,140 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,814,781 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT - BERNSTEIN | $2,099,438 | F |
| INVESTMENT - COVINGTON CHARLES SCHWAB | $19,001,286 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,100,724 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLES | $24,429,409 |
| SECURITY DEPOSITS | $25 |
| ACCRUED INTEREST AND OTHER RECEIVABLES | $1,234,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,663,984 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APARTMENT APPLICATION DEPOSITS | Desc |
| Amt | $596,475 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $596,475 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 2020 THROUGH 2023 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, 2023 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. IT IS ARCADIA'S POLICY TO RECOGNIZE INTEREST ACCRUED RELATED TO UNDERPAYMENT OF INCOME TAXES IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUZIE SCHULBERG | ||||||||||||||
| PRESIDENT & CEO | $0 | $307,807 | $0 | $45,000 | $0 | $11,966 | $0 | $27,343 | $0 | $6,706 | $0 | $398,822 | $0 | $0 |
| VIVIAN LAI | ||||||||||||||
| CFO | $0 | $217,060 | $0 | $33,650 | $0 | $8,767 | $0 | $19,351 | $0 | $0 | $0 | $278,828 | $0 | $0 |
| LUZVIMINDA LAZO | ||||||||||||||
| REGISTERED NURSE | $150,940 | $0 | $1,200 | $0 | $3,432 | $0 | $15,425 | $0 | $20,119 | $0 | $191,116 | $0 | $0 | $0 |
| DELIA GONZALES | ||||||||||||||
| REGISTERED NURSE | $140,160 | $0 | $1,200 | $0 | $3,927 | $0 | $12,366 | $0 | $6,642 | $0 | $164,295 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO AND CFO ARE COMPENSATED BY A RELATED ORGANIZATION. 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CENTRAL UNION CHURCH IS THE SOLE MEMBER OF ARR. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARCADIA COMMUNITY SERVICES' BOARD OF DIRECTORS APPOINTS THE PRESIDENT/CEO. ARCADIA COMMUNITY SERVICES' BOARD OF DIRECTORS ALSO APPOINTS THE BOARD OF DIRECTORS OF ARCADIA RETIREMENT RESIDENCE. |
| FORM 990, PART VI, SECTION A, LINE 7B | SALE OR MERGER, OR DISSOLUTION OF THE CORPORATION IS SUBJECT TO CENTRAL UNION CHURCH, SOLE MEMBER, APPROVAL. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ARCADIA FOUNDATION | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 990335929 | NFP | HI | 501(C)(3) | TYPE I | ARCADIA COMMUNITY SERVICES | 0 | |
| ARCADIA ELDER SERVICES | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 990354438 | NFP | HI | 501(C)(3) | TYPE I | ARCADIA COMMUNITY SERVICES | 0 | |
| ARCADIA HOME HEALTH SERVICES | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 200411818 | NFP | HI | 501(C)(3) | PUBLIC SUPPORT | ARCADIA COMMUNITY SERVICES | 0 | |
| CRAIGSIDE RETIREMENT RESIDENCE | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 352272376 | NFP | HI | 501(C)(3) | PUBLIC SUPPORT | ARCADIA COMMUNITY SERVICES | 0 | |
| ARCADIA COMMUNITY SERVICES | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 272053477 | NFP | HI | 501(C)(3) | TYPE II | 0 | N/A | |
| ARCADIA AT HOME | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 463228530 | NFP | HI | 501(C)(3) | PUBLIC SUPPORT | ARCADIA COMMUNITY SERVICES | 0 | |
| ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 854255141 | NFP | HI | 501(C)(3) | TYPE II | ARCADIA COMMUNITY SERVICES | 0 | |
| HALE OLA KINO BY ARCADIA | |||||||||||
| 1434 PUNAHOU STREET | HONOLULU | HI | 96822 | 883591628 | NFP | HI | 501(C)(3) | TYPE II | ARCADIA COMMUNITY SERVICES | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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