2025-10-01T16:39:18-05:00 2024-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-01-01 990256226 ARCADIA RETIREMENT RESIDENCE ARCA 8089410941 1434 PUNAHOU STREET HONOLULU HI 96822 VIVIAN LAI CHIEF FINANCIAL OFFICER 8089410941 2025-10-01 1 1 RODNEY M HARANO P00389596 8085311040 2025-09-30 2024 2025-03-06 01:10:19Z VIVIAN LAI 1434 PUNAHOU STREET HONOLULU HI 96822 52344642 0 X ARCADIA.ORG X 1987 HI ARCADIA'S MISSION IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA BY PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY. AS A LIFE PLAN COMMUNITY, ARCADIA OFFERS A SUPERIOR CONTINUUM OF LIFETIME CARE DESIGNED TO SUPPORT THE SPIRITUAL, PHYSICAL, AND SOCIAL WELL-BEING OF EVERY RESIDENT. 12 10 718 11 0 0 129864 140557 38322586 40658423 -348415 570190 10000 5400 38114035 41374570 3823 0 0 0 17243836 18819571 0 0 0 18444739 19932485 35692398 38752056 2421637 2622514 84912394 94056665 50073640 54594258 34838754 39462407 X ARCADIA'S MISSION IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA BY PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY. AS A LIFE PLAN COMMUNITY, ARCADIA OFFERS A SUPERIOR CONTINUUM OF LIFETIME CARE DESIGNED TO SUPPORT THE SPIRITUAL, PHYSICAL, AND SOCIAL WELL-BEING OF EVERY RESIDENT. 0 0 16173418 23579085 MONTHLY SERVICE CHARGE - ARCADIA PROVIDES ROOM, BOARD AND OTHER SERVICES FOR 260 RESIDENTS. THE AVERAGE MONTHLY FEE CHARGED TO EACH RESIDENT IS $4,800 IN 2024. 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. 14555609 15319204 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 2024 WITH A PER DIEM RATE OF $472 FOR SEMI-PRIVATE ROOMS AND $628 FOR PRIVATE ROOMS FOR LONG-TERM RESIDENTS IN 2024. 4210157 1765534 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. 73 RESIDENTS WERE ENROLLED IN THE PROGRAM AS OF DECEMBER 31, 2024. 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 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), 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 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 2024. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,878,000.1. 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 2024, THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $593,987 AT ARCADIA AND $871,083 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 $10,678 FOR ARCADIA.2. HOSPICE CAREDURING 2024, 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 $64,806 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 $40,000 IN 2024 TO COMMUNITY NOT FOR PROFIT ORGANIZATIONS THAT ADMINISTER AND/OR SUPPORT PROGRAMS AND SERVICES FOR SENIORS AND OTHERS IN NEED THROUGHOUT THE HONOLULU COMMUNITY. SOME OF THESE PROGRAMS AND SERVICES INCLUDE THE ALZHEIMER'S ASSOCIATION, AMERICAN HEART ASSOCIATION, CAREGIVER FOUNDATION, AND THE YMCA OF HONOLULU.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 2024, TAF CONTRIBUTED $250,000 TO THE SPECIAL FUND. TO-DATE, $1,010,800 HAS BEEN DONATED TO THE FUND. 6. USE OF FACILITIESARCADIA AND 15 CRAIGSIDE ARE PROUD TO SUPPORT THE BROADER COMMUNITY BY OFFERING THE USE OF OUR FACILITIES TO NONPROFIT AND COMMUNITY ORGANIZATIONS AT NO CHARGE. IN 2024, ARCADIA AND 15 CRAIGSIDE CONTRIBUTED OVER $18,000 IN FOOD, SUPPLIES, AND RESOURCES TO SUPPORT THESE EVENTS AND GATHERINGS.MEETING AND EVENT SPACE FOR COMMUNITY ORGANIZATIONS:VARIOUS NONPROFIT AND OTHER GROUPS UTILIZED MEETING SPACES - INCLUDING THE CONFERENCE ROOM, CHAPEL, AND SOLARIUM - AT BOTH CAMPUSES. THESE GROUPS INCLUDED THE HAWAII ASSOCIATION OF DIRECTORS OF NURSING ADMINISTRATION, POSITIVE APPROACH TO CARE HUI, KOKUA COUNCIL, AND THE HAWAII FAMILY CAREGIVER COALITION, WHO HELD MEETINGS, TRAININGS, AND CONFERENCES AT NO COST.CAREGIVER OF THE YEAR AWARD GALAS - GIMME A BREAK:15 CRAIGSIDE HOSTED THE JANUARY 2024 GALA AND ARCADIA HOSTED THE NOVEMBER 2024 GALA FOR GIMME A BREAK, A NONPROFIT DEDICATED TO SUPPORTING CAREGIVERS. EACH EVENT WELCOMED APPROXIMATELY 80 GUESTS AND INCLUDED BUFFET DINNERS PROVIDED BY THE HOST COMMUNITY.OLDER AMERICANS MONTH AWARDS CEREMONY AND LUNCHEON:IN JUNE 2024, 15 CRAIGSIDE HOSTED THE ANNUAL CELEBRATION FOR THE EXECUTIVE OFFICE ON AGING AND THE POLICY ADVISORY BOARD FOR ELDER AFFAIRS. HELD IN THE SOLARIUM, THE EVENT HONORED EXCEPTIONAL KUPUNA VOLUNTEERS FROM ACROSS THE STATE. 15 CRAIGSIDE PROVIDED LUNCH AND REFRESHMENTS TO OVER 50 ATTENDEES.CAREGIVER COALITION LUNCHEON:IN NOVEMBER 2024, 15 CRAIGSIDE HOSTED A LUNCHEON FOR THE CAREGIVER COALITION, PROVIDING A BUFFET LUNCH AND AUDIOVISUAL EQUIPMENT FOR 36 GUESTS.IN ADDITION, 15 CRAIGSIDE MAINTAINS A DOG PARK THAT IS OPEN TO BOTH RESIDENTS AND THE GENERAL PUBLIC. THE PARK CONTINUES TO SERVE AS A VALUABLE COMMUNITY AMENITY, WITH OVER 75% OF USERS COMING FROM SURROUNDING NEIGHBORHOODS. IN 2024, A NEW FENCE WAS INSTALLED AT A COST OF $14,350 TO ENHANCE SAFETY AND IMPROVE THE OVERALL USER EXPERIENCE.7. COMMUNITY-RELATED VOLUNTEER SERVICE OF EMPLOYEES AND RESIDENTS OF THE ARCADIA FAMILY OF COMPANIESTHE KUPUNA OF ARCADIA, 15 CRAIGSIDE, HOKA AND AAH VOLUNTEERED FOR NON-PROFIT ORGANIZATIONS. SOME EXAMPLES INCLUDE ASSEMBLING PAPER BEAR KITS FOR DONATION TO SHRINERS CHILDREN'S HOSPITAL IN CELEBRATION OF NATIONAL TEDDY BEAR DAY; CREATING AND MAILING HANDMADE CARDS TO INDIVIDUALS IN NEED FOR NATIONAL RANDOM ACT OF KINDNESS DAY; SUPPORTING ENVIRONMENTAL RESTORATION BY PARTICIPATING IN THE GENKI ALA WAI PROJECT TO HELP REVITALIZE THE ALA WAI CANAL ECOSYSTEM.THE CHIEF EXECUTIVE OFFICER VOLUNTEERED OVER 180 HOURS OF PERSONAL TIME SERVING IN LEADERSHIP ROLES ACROSS SEVERAL NONPROFIT ORGANIZATIONS:OAHU WORKFORCE DEVELOPMENT BOARD: CHAIR OF THE PERFORMANCE MEASURES & ACCOUNTABILITY COMMITTEE, HELPING TO OVERSEE FEDERAL WORKFORCE PROGRAMS.POLICY ADVISORY BOARD FOR ELDER AFFAIRS (PABEA): MEMBER OF THE BOARD AND ITS LEGISLATIVE COMMITTEE, ADVISING THE EXECUTIVE OFFICE ON AGING.KOKUA MAU: BOARD MEMBER SUPPORTING PALLIATIVE CARE, HOSPICE, AND ADVANCE CARE PLANNING EFFORTS STATEWIDE.YMCA OF HONOLULU: BOARD MEMBER SINCE MAY 2024, CONTRIBUTING TO PROGRAMS THAT PROMOTE YOUTH DEVELOPMENT AND HEALTHY LIVING.AMERICAN HEART ASSOCIATION HEART WALK & ALZHEIMER'S ASSOCIATION WALK TO END ALZHEIMER'S: EXECUTIVE LEADERSHIP TEAM MEMBER FOR BOTH EVENTS, SUPPORTING FUNDRAISING AND AWARENESS EFFORTS.THESE EFFORTS REFLECT THE AFC'S DEEP COMMITMENT TO COMMUNITY ENGAGEMENT AND SERVICE. 8. COMMUNITY SUPPORT AND PRESENTATIONSARCADIA MAINTAINS A LONGSTANDING PARTNERSHIP WITH WINNERS AT WORK, A NON-PROFIT ORGANIZATION WITH A MISSION OF HELPING DISABLED INDIVIDUALS SEE MEANINGFUL INCLUSION IN THE COMMUNITY. THROUGH THIS PARTNERSHIP, AFC EMPLOYS AN INDIVIDUAL IN A CUSTOMIZED ROLE TAILORED TO HER STRENGTHS AND ABILITIES. SHE HAS BEEN A VALUED TEAM MEMBER SINCE 1997, EXEMPLIFYING THE SUCCESS OF INCLUSIVE EMPLOYMENT.TO SUPPORT THE CULTIVATION OF THE HEALTHCARE WORKFORCE, 15 CRAIGSIDE SERVED AS A TRAINING SITE FOR NURSING STUDENTS FROM KAPIOLANI COMMUNITY COLLEGE. UNDER THE SUPERVISION OF EXPERIENCED STAFF AT THE HEALTH CARE CENTER, STUDENTS GAINED HANDS-ON EXPERIENCE TO COMPLEMENT THEIR CLASSROOM LEARNING. DURING 2024, SEVERAL COHORTS EACH CONSISTING 5 TO 9 STUDENTS, COMPLETED 6-DAY CLINICAL ROTATIONS AT THE FACILITY.TO RAISE AWARENESS ABOUT CAREERS IN SENIOR LIVING AND HEALTHCARE, AFC PROFESSIONALS CONDUCTED PRESENTATIONS AT HIGH SCHOOL AND THROUGHOUT THE YEAR. THESE OUTREACH EFFORTS INCLUDED PROGRAMS AT 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. IN ADDITION TO THESE PRESENTATIONS, AFC HOSTED STUDENT VOLUNTEERS FROM THE KALANI HEALTH ACADEMY AT ARCADIA, 15 CRAIGSIDE, AND THE ARCADIA ADULT DAY CARE CENTER. ONE STUDENT VOLUNTEER WAS MENTORED THROUGHOUT THE ENTIRE ACADEMIC YEAR, PROVIDING A MEANINGFUL INTRODUCTION TO AGING SERVICES AND INTERGENERATIONAL CARE.9. 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 140 CLIENTS AS OF DECEMBER 31, 2024.10. 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, 2024, THERE WERE 59 MEMBERS IN THE PROGRAM. 34939184 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 1 718 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X VIVIAN LAI 8089410941 1434 PUNAHOU STREET HONOLULU HI 96822 MARTIN ZORN CHAIR 2.00 8.00 X X 0 0 0 LUCAS SAYIN VICE CHAIR 0.50 4.00 X X 0 0 0 CORLIS CHANG SECRETARY 0.50 4.00 X X 0 0 0 KOREN DREHER TREASURER 0.50 4.00 X X 0 0 0 ANDREW BUNN BOARD MEMBER 0.50 4.00 X 0 0 0 REV DR DAVID POPHAM BOARD MEMBER 0.50 4.00 X 0 0 0 LAURA REICHARDT BOARD MEMBER 0.50 4.00 X 0 0 0 KENT REINKER BOARD MEMBER 0.50 4.00 X 0 0 0 REV RUSHAN SINNADURAY BOARD MEMBER 0.50 4.00 X 0 0 0 ARKIE KOEHL BOARD MEMBER 0.50 4.00 X 0 0 0 KATHY AOKI FORMER VICE CHAIR 1.00 3.50 X X 0 0 0 SUZIE SCHULBERG PRESIDENT & CEO 10.00 40.00 X X 0 415277 35893 VIVIAN LAI CFO 10.00 40.00 X X 0 270297 19317 SHANNON MIYAZAKI ADMINISTRATOR IN TRAINING 50.00 X 135085 0 19700 DELIA GONZALES REGISTERED NURSE 55.00 X 148106 0 19712 IRENE BAKER-AUSBY CLINIC MANAGER 50.00 X 135470 0 18024 GARY KAUILA NOAH-CASISON DIRECTOR OF NURSING 50.00 X 166264 0 4545 LEONELA GRACIA TOMAS REGISTERED NURSE 50.00 X 126922 0 25916 711847 685574 143107 5 0 1 0 CONSTRUCTORS HAWAII INC 1728 KAHAI ST HONOLULU HI 96819 CONTRACTOR 3664063 LM SQUARED LLC 1001 WILDER AVE 705 HONOLULU HI 96822 ADVERTISING SERVICES 1359170 ALAKAI MECHANICAL CORPORATION 2655 WAIWAI LOOP HONOLULU HI 96819 MECHANICAL CONTRACTOR 930313 RELIANT PRO REHAB 5800 GRANITE PARKWAY PLANO TX 75024 REHABILITATION 566059 RKL LLP 1800 FRUITVILLE PIKE LANCASTER PA 17601 HEALTHCARE CONSULTANT 463747 15 140557 140557 HEALTH CARE SERVICES 623000 15319204 15319204 MONTHY SERVICE CHARGE 623000 15158585 15158585 AMORTIZATION OF ENTRANCE 623000 8174607 8174607 ASSISTED LIVING 623000 1765534 1765534 MISCELLANEOUS 623000 240493 240493 40658423 654270 654270 10885992 10881576 88496 4416 -88496 -84080 -84080 REGISTRATION FEE 900099 5400 5400 5400 41374570 40663823 0 570190 14593149 14262262 330887 962586 945679 16907 2129887 2085943 43944 1133949 1108330 25619 2135419 1519551 615868 16381 15461 920 42817 42817 133986 133986 2652783 2642045 10738 400314 400314 1480551 1330215 150336 362900 153327 209573 1618256 1541756 76500 76318 68923 7395 2603766 2603766 448710 100863 347847 FOOD 3169187 3169187 REPAIRS AND MAINTENANCE 1816687 1816687 ALLOCATED EXPENSES 1067406 -436131 1503537 RESIDENT SUBSIDIES 580987 580987 1326017 1030019 295998 38752056 34939184 3812872 0 4546892 4444821 546649 316812 1720876 2058666 240748 186387 277740 285497 73341102 40275317 30814781 33065785 21100724 27826683 25663984 25872014 84912394 94056665 2893627 2604055 46583538 51486950 596475 503253 50073640 54594258 X 34838754 39462407 34838754 39462407 84912394 94056665 2622514 2001139 0 X 0 1 X 1 0 X 1415421 247359 583229 129864 140557 2516430 33382178 34234076 35191840 38322566 40658424 181789084 34797599 34481435 35775069 38452430 40798981 184305514 0 0 0 184305514 498943 401817 429800 456803 654270 2441633 498943 401817 429800 456803 654270 2441633 4600 5800 6600 10000 5400 32400 35301142 34889052 36211469 38919233 41458651 186779547 0.98680 0.98630 0.01310 0.01350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,600. 2021 AMOUNT: $ 5,800. 2022 AMOUNT: $ 6,600. 2023 AMOUNT: $ 10,000. 2024 AMOUNT: $ 5,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12500000 12500000 54056217 34958873 19097344 4726810 4147414 579396 2058075 1169030 889045 33065785 INVESTMENT - BERNSTEIN 5663925 F INVESTMENT - COVINGTON CHARLES SCHWAB 22162758 F 27826683 INTERCOMPANY RECEIVABLES 24577318 SECURITY DEPOSITS 25 ACCRUED INTEREST AND OTHER RECEIVABLES 1294671 25872014 APARTMENT APPLICATION DEPOSITS 503253 503253 X 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 2021 THROUGH 2024 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, 2024 DUE TO THE STATUTES OF LIMITATIONS. ARCADIA DID NOT RECOGNIZE ANY TAX LIABILITIES FOR INCOME TAX ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024 AND 2023. IT IS ARCADIA'S POLICY TO RECOGNIZE INTEREST ACCRUED RELATED TO UNDERPAYMENT OF INCOME TAXES IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSES. 0 0 0 0 0 0 0 0 0 SUZIE SCHULBERG PRESIDENT & CEO 0 359097 0 50000 0 6180 0 28678 0 7215 0 451170 0 0 VIVIAN LAI CFO 0 226263 0 35150 0 8884 0 19317 0 0 0 289614 0 0 GARY KAUILA NOAH-CASISON DIRECTOR OF NURSING 158463 0 7500 0 301 0 0 0 4545 0 170809 0 0 0 DELIA GONZALES REGISTERED NURSE 144477 0 1200 0 2429 0 12557 0 7155 0 167818 0 0 0 SHANNON MIYAZAKI ADMINISTRATOR IN TRAINING 125994 0 9000 0 91 0 10895 0 8805 0 154785 0 0 0 IRENE BAKER-AUSBY CLINIC MANAGER 127338 0 7530 0 602 0 10869 0 7155 0 153494 0 0 0 LEONELA GRACIA TOMAS REGISTERED NURSE 125386 0 1450 0 86 0 11485 0 14431 0 152838 0 0 0 PART I, LINE 3 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. 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. 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 N/A 0 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0