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← ARCADIA FOUNDATION

Form 990 for tax year 2022

Filed by ARCADIA FOUNDATION.

Totals

Total revenue
$578,386
Total expenses
$506,480
Contributions and grants received
$289,883
Grants paid
$412,141
Program service revenue
$3,603
Investment income
$266,384
Other revenue
$18,516
Total assets, end of year
$22,312,439
Total liabilities, end of year
$1,592,290
Net assets or fund balances, end of year
$20,720,149
Program services expenses (Part IX)
$447,636
Management and general expenses
$58,844
Fundraising expenses
$0
Program service expenses (Part III)
$447,636

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $289,883

  • 2a · Program service revenue: ALTERATIONS

    total $3,571 · related or exempt $3,571

  • 2b · Program service revenue: MISCELLANEOUS REVENUE

    total $32 · related or exempt $32

  • 3 · Investment income

    total $231,729 · excluded $231,729

  • 7a · Gross sales of assets other than inventory

    securities $518,423

  • 7b · Less cost or other basis and sales expenses

    securities $483,768

  • 7c · Gain or loss

    securities $34,655

  • 7d · Net gain or loss

    total $34,655 · excluded $34,655

  • 8a · Fundraising events: gross income

    $161

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $161 · excluded $161

  • 10a · Gross sales of inventory

    $28,568

  • 10b · Cost of goods sold

    $10,213

  • 10c · Net income from sales of inventory

    total $18,355 · related or exempt $18,355

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $369,966 · program services $369,966

  • 2 · Grants to domestic individuals

    total $42,175 · program services $42,175

  • 11c · Fees: accounting

    total $4,586 · management and general $4,586

  • 11f · Fees: investment management

    total $42,280 · management and general $42,280

  • 11g · Fees: other

    total $40,206 · program services $35,495 · management and general $4,711

  • 12 · Advertising and promotion

    total $1,000 · management and general $1,000

  • 13 · Office expenses

    total $115 · management and general $115

  • 14 · Information technology

    total $3,431 · management and general $3,431

  • 24a · Other expenses: MISCELLANEOUS

    total $2,706 · management and general $2,706

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $12 · management and general $12

  • 24c · Other expenses: LICENSE AND PERMITS

    total $3 · management and general $3

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,438,216 · end of year $721,786

  • 3 · Pledges and grants receivable

    beginning of year $36,614 · end of year $20,572

  • 12 · Investments: other securities

    beginning of year $12,689,746 · end of year $10,734,794

  • 15 · Other assets

    beginning of year $10,681,535 · end of year $10,835,287

  • 17 · Accounts payable and accrued expenses

    end of year $3,664

  • 25 · Other liabilities

    beginning of year $1,793,052 · end of year $1,588,626

  • 27 · Net assets without donor restrictions

    beginning of year $21,642,979 · end of year $19,613,246

  • 28 · Net assets with donor restrictions

    beginning of year $1,410,080 · end of year $1,106,903

Mission and programs · 2022

Mission

THE ARCADIA FOUNDATION IS A SUPPORTING ORGANIZATION FOR ARCADIA COMMUNITY SERVICES, INCLUDING SUPPORTING THE NEEDS OF THE RESIDENTS OF RETIREMENT FACILITIES ASSOCIATED WITH ARCADIA COMMUNITY SERVICES WHO HAVE EXHAUSTED THEIR RESOURCES, AND TO PROVIDE BENEFITS TO AND SERVICE THE NEEDS OF THE ELDERLY OF THE GREAT HAWAII COMMUNITY.

  • THE ARCADIA FOUNDATION IS THE SUPPORTING ORGANIZATION FOR ARCADIA COMMUNITY SERVICES (ACS), SUPPORTING THE NEEDS OF THE RESIDENTS OF RETIREMENT FACILITIES ASSOCIATED WITH ACS WHO HAVE EXHAUSTED THEIR RESOURCES, AND AS IT DETERMINES IN ITS SOLE DISCRETION, TO PROVIDE BENEFITS TO AND SERVE THE NEEDS OF THE ELDERLY OF THE GREATER HAWAII COMMUNITY.

    Expenses $412,141 · Grants $412,141 · Revenue $33

  • BEGINNING IN 2018, THE ORGANIZATION CONTINUED THE OPERATIONS OF ARCADIA MEMORIAL IRREVOCABLE TRUST (A RELATED ORGANIZATION), WHICH PROVIDES ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED FOR THE BENEFIT OF THE RESIDENTS OF ARCADIA RESIDING IN THE ARCADIA HEALTH CARE CENTER. THE SERVICES INCLUDE ENTERTAINMENT, EXCURSIONS, TRANSPORTATION, A WALK-COMPANION PROGRAM AS WELL AS OTHER PERSONAL SERVICE SUCH AS MASSAGES, MANICURES AND PEDICURES.

    Expenses $35,495 · Revenue $21,925

  • THE ORGANIZATION IS A MEMBER OF THE ARCADIA FAMILY OF COMPANIES. THE ARCADIA FAMILY OF COMPANIES ACT AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH AN EMPHASIS TOWARDS HELPING SENIORS IN THE COMMUNITY. SEE SCHEDULE O FOR THE STATEMENT OF COMMUNITY BENEFIT FOR THE YEAR ENDED DECEMBER 31, 2022.

  • 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), AND THE ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER (AADCDH), HALE OLA KINO BY ARCADIA (HOKA), AND THE ARCADIA FAMILY OF COMPANIES (AFC) ACTS AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH THE CORE PURPOSE OF SERVING AND PROTECTING THE LIVES OF HAWAII'S KUPUNA.ARCADIA IS HAWAII'S OLDEST PRE-EMINENT LPC AND IS THE FIRST LPC IN HAWAII ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES AND THE CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC). ARCADIA OFFERS LIFETIME RESIDENCY WITH A CONTINUUM OF CARE THAT BEGINS WITH INDEPENDENT LIVING IN ONE'S APARTMENT WITH ACCESS TO AN ARRAY OF ACTIVITIES, WELLNESS PROGRAMS, HEALTH CARE SERVICES, FOOD, PERSONAL ASSISTANCE, IF REQUESTED, SECURITY, MAINTENANCE, HOUSEKEEPING AND LINEN SERVICE, AND ALONG THE CONTINUUM, IF NEEDED, ASSISTED LIVING, SKILLED AND INTERMEDIATE LONG TERM CARE, SPECIAL CARE FOR THOSE WHO DEVELOP ALZHEIMER'S DISEASE AND DEMENTIA, AND END OF LIFE CARE. 15 CRAIGSIDE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND AAH OFFERS A SIMILAR LIFE-CARE GUARANTEE AND PROGRAM WHILE A MEMBER RESIDES IN HIS/HER/THEIR HOME.ARCADIA, AND ITS FAMILY OF COMPANIES, ARE GUIDED BY A VISION THAT CALLS EVERY COMPANY TO PROVIDE OPTIMUM EFFORT IN SUPPORT OF ITS RESIDENTS, CLIENTS AND MEMBERS, AND TO PROVIDE BENEFITS AND SERVICES TO SENIORS IN THE GREATER COMMUNITY. THROUGHOUT ARCADIA'S 56-YEAR HISTORY, IT HAS CONSISTENTLY DEMONSTRATED A CLEAR AND CONSISTENT CHARITABLE PURPOSE: PROVIDING SENIOR LIVING EXCELLENCE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. IN 2005, ARCADIA BEGAN TO DOCUMENT THE WAYS AFC HAS SERVED THE HAWAII COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH AFC AND ITS PERSONNEL HAVE SERVED THE COMMUNITY IN 2022. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,300,000.1. UNCOMPENSATED (CHARITY CARE)ARCADIA AND 15 CRAIGSIDE CONTINUED TO PROVIDE SERVICES TO RESIDENTS AND MEMBERS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2022, THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $652,596 AT ARCADIA AND $372,194 AT 15 CRAIGSIDE. ARCADIA, 15 CRAIGSIDE AND AAH ALSO PROVIDED HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRED ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $68,472 FOR ARCADIA AND $27,330 FOR AAH IN 2022.2. HOSPICE CAREDURING 2022, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING END OF LIFE CARE AND SUPPORTIVE CARE, IN CONNECTION WITH LOCAL MEDICARE CERTIFIED HOSPICE ORGANIZATIONS, TO SHORT-TERM RESIDENTS WHO HAVE BEEN ADMITTED DIRECTLY INTO ARCADIA'S AND 15 CRAIGSIDE'S RESPECTIVE HEALTH CARE CENTERS WITHOUT PREVIOUSLY BEING RESIDENTS OF ARCADIA OR 15 CRAIGSIDE. 3. SUPPORT FOR ARCADIA'S HEALTH CARE CENTERTHE ARCADIA MEMORIAL IRREVOCABLE TRUST FUND UNDER TAF PROVIDED $35,495 IN ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED, FOR THE BENEFIT OF THE RESIDENTS RESIDING IN ARCADIA'S HEALTH CARE CENTER. SERVICES INCLUDED ENTERTAINMENT, A WALKING-COMPANION PROGRAM, AS WELL AS OTHER PERSONAL SERVICES SUCH AS MASSAGES, MANICURES AND PEDICURES.4. CORPORATE DONATIONSTHE AFC MADE COLLECTIVE DONATIONS OVER $17,000 IN 2022 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.5. PARTNERSHIP WITH THE UNITED CHURCH OF CHRISTIN MARCH 2017, TAF ESTABLISHED A SPECIAL FUND FOR THE BENEFIT OF THE UNITED CHURCH OF CHRIST'S (UCC) VETERANS OF THE CROSS FUND. TAF AND THE HAWAII CONFERENCE FOUNDATION (HCF) WOULD EACH CONTRIBUTE $12,000 ANNUALLY AND ADDITIONAL AMOUNTS AS NEEDED TO THE SPECIAL FUND TO ASSIST IN THE CARE OF RETIRED UCC MINISTERS. IN 2022, HCF CONTRIBUTED $7,450 AND TAF CONTRIBUTED $8,350 TO THE FUND. DURING THE YEAR, $14,530 FROM THIS FUND WAS USED TO SUPPORT THE CARE OF A VETERAN OF THE CROSS AT ARCADIA. THE SPECIAL FUND CLOSED IN JULY UPON THE PASSING OF THE LAST SUPPORTED VETERAN. FROM 2017 TO 2022, THE FUND CONTRIBUTED OVER $147,000 IN SUPPORT OF TWO VETERANS. ADDITIONALLY, THE AFC ALSO PROVIDED SERVICES AT DISCOUNTED RATES IN EXCESS OF $310,000 OVER THE FIVE YEARS (SEE #1 ABOVE). IN AUGUST 2018, TAF HAD THE BOARD PERMISSION TO EAR-MARK 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 2022, TAF CONTRIBUTED $250,000 TO THE SPECIAL FUND. TO-DATE, $510,800 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 $5,000 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: KOKUA COUNCIL AND THE HAWAII FAMILY CAREGIVER COALITION. 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; AND ASSISTING IN INSPECTING AND SORTING PRODUCE DONATIONS AT THE HAWAII FOODBANK. IN ADDITION, ARCADIA AND 15 CRAIGSIDE HOSTED FOOD BANK DRIVES OPEN TO RESIDENTS AND STAFF AND COLLECTED FOOD DONATIONS FOR THOSE IN THE HAWAII COMMUNITY WHO STRUGGLE WITH FOOD INSECURITY.DURING THE HOLIDAY SEASON, THE HOME AND COMMUNITY-BASED SERVICES TEAM GENEROUSLY DONATED GIFTS TO KUPUNA IN THE COMMUNITY THROUGH THE SALVATION ARMY'S ANGEL TREE.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 2022 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 2022. 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 2022, SEVERAL GROUPS OF 5 TO 8 STUDENTS EACH RECEIVED CLINICAL TRAINING OVER AN EIGHT-DAY PERIOD.IN ORDER TO PROVIDE INFORMATION AND BUILD AWARENESS TO HIGH SCHOOL AND COLLEGE STUDENTS REGARDING SENIOR LIVING, HEALTHCARE PROFESSIONALS OF THE AFC PRESENTED CAREERS AND HEALTH CARE OVERVIEW TO PROGRAMS AT VARIOUS SCHOOLS THROUGHOUT THE YEAR, INCLUDING THE FARRINGTON HEALTH ACADEMY, PEARL CITY HEALTH ACADEMY, KALANI HEALTH ACADEMY, KAPIOLANI COMMUNITY COLLEGE NURSE AIDE PROGRAM, AND THE JOHN A. BURNS SCHOOL OF MEDICINE'S GERIATRIC MEDICINE FELLOWSHIP PROGRAM. ADDITIONALLY, THE AFC HOSTED STUDENT VOLUNTEERS FROM THE KALANI HEALTH ACADEMY AT ARCADIA, 15 CRAIGSIDE, AND THE ARCADIA ADULT DAY CARE CENTER. WE ALSO MENTORED A STUDENT VOLUNTEER AT THE CENTER FOR A SCHOOL YEAR.9. MEAL SERVICE AND DELIVERY TO SENIORS IN HONOLULUDURING THE YEAR, AHHS'S MEAL DELIVERY SERVICE PROGRAM PROVIDED SENIORS IN HONOLULU WITH HOT, NUTRITIOUS MEALS AT REASONABLE PRICES. IN ADDITION, THE MEAL PREPARATION SERVICE WAS ABLE TO ACCOMMODATE CLIENTS NEEDING PARTICULAR DIETS BECAUSE OF HEALTH REASONS, A SERVICE THAT MOST MOBILE MEAL SERVICES ARE UNABLE TO RENDER. OVER 4,500 DELIVERIES WERE MADE IN 2022 WHICH WAS A VITAL SERVICE TO HELP SENIORS TO SAFELY STAY HOME DURING THE PANDEMIC AND LIMIT EXPOSURE.10. HOME CARE IN SUPPORT OF SENIORSAHHS WAS FORMED IN MARCH, 2003 TO PROVIDE QUALITY CARE TO SENIORS IN HONOLULU IN THE COMFORT OF THEIR OWN HOMES. ARCADIA, IN FORMING THIS SUPPORT ORGANIZATION, RECOGNIZED THAT MANY SENIORS WHO COULD USE HELP PREFERRED TO CONTINUE TO LIVE IN THEIR CURRENT RESIDENCES.THE PROGRAM CONTINUES TO PROVIDE REASONABLY PRICED SERVICES BASED ON ARCADIA'S MISSION OF PROVIDING EXCELLENCE IN CARE WITH COMPASSION. THE SERVICES AVAILABLE INCLUDE PERSONAL CARE SERVICES AND COMPANION SERVICES, LIMITED HEALTH CARE SERVICES, HOUSEKEEPING, AND TRANSPORTATION SERVICES. THE PROGRAM SERVED OVER 250 CLIENTS AS OF DECEMBER 31, 2022.PROTECTING THE HEALTH AND WELL-BEING OF ITS RESIDENTS, CLIENTS, MEMBERS AND EMPLOYEES IS A TOP PRIORITY FOR AFC. THROUGHOUT 2020 AND 2022, AFC ENHANCED A COMPREHENSIVE PANDEMIC RESPONSE PLAN FOR ITS LIFE PLAN COMMUNITIES AND HOME AND COMMUNITY BASED SERVICES TO MINIMIZE THE IMPACT OF COVID-19 ON THE WORKPLACE. THIS ALLOWED AFC EMPLOYEES TO CONTINUE TO CARE FOR CLIENTS AT HOME SAFELY DURING THE PANDEMIC.11. DEVELOPING A SENIOR COMMUNITY WITHOUT WALLSTHE AFC HAS DEVELOPED AN "LPC WITHOUT WALLS" PROGRAM IN HONOLULU. THIS CONCEPT PROVIDES SERVICES SIMILAR TO THOSE PROVIDED BY ARCADIA AND 15 CRAIGSIDE, INCLUDING A LIFE CARE AGREEMENT, EXCEPT THAT THE SERVICES ARE PROVIDED IN A MEMBER'S HOME FOR THOSE SENIORS WHO PREFER "AGING IN PLACE" AT HOME. DURING 2014, THE HONOLULU COMMUNITY WAS INTRODUCED TO THIS NEW CONCEPT. MEMBER SERVICES COMMENCED IN APRIL 2015. AS OF DECEMBER 31, 2022, THERE WERE 54 MEMBERS IN THE PROGRAM. DURING 2021 AND AT THE BEGINNING OF 2022, MEMBERS' ACCESS TO ARCADIA AND 15 CRAIGSIDE WERE LIMITED TO PART OF THE YEAR DUE TO COVID-19 RESTRICTIONS AT THE COMMUNITIES. ARCADIA AT HOME REIMAGINED WAYS AND ACTIVITIES TO ENGAGE WITH MEMBERS WHILE KEEPING THEM SAFE.12. HALE OLA KINO BY ARCADIATHE AFC ASSUMED OWNERSHIP AND OPERATIONS OF HALE OLA KINO, A 32-BED SKILLED NURSING HOME IN ONE KALAKAUA SENIOR LIVING ASSOCIATION, RAN BY NATIONAL SENIOR LIVING COMMUNITY 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 FOR THE ACQUISITION OF HALE OLA KINO.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Martin Zorn

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 9 related
  • Kathy Aoki

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Koren Dreher

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Corlis Chang

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Andrew Bunn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Rev Dr David Popham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Laura Reichardt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Kent Reinker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Lucas Sayin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 4 related
  • Suzie Schulberg

    PRESIDENT & CEO

    Total calculated
    $375,924
    From this org
    $0
    From related orgs
    $343,584
    Other
    $32,340
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,929 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $10,655 related
    Deferred
    $0 + $25,968 related
    Nontaxable benefits
    $0 + $6,372 related
    Filer's total
    $0 + $375,924 related
  • Vivian Lai

    CFO

    Total calculated
    $267,584
    From this org
    $0
    From related orgs
    $248,875
    Other
    $18,709
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,549 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $10,326 related
    Deferred
    $0 + $18,709 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $267,584 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349318779

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