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Nonprofiteer
← HALE OLA KINO BY ARCADIA

Form 990 for tax year 2023

Filed by HALE OLA KINO BY ARCADIA.

Totals

Total revenue
$6,986,999
Total expenses
$6,364,032
Contributions and grants received
$150,360
Grants paid
$0
Program service revenue
$6,836,639
Investment income
$0
Other revenue
$0
Total assets, end of year
$4,027,193
Total liabilities, end of year
$3,208,270
Net assets or fund balances, end of year
$818,923
Program services expenses (Part IX)
$6,090,154
Management and general expenses
$273,878
Fundraising expenses
$0
Program service expenses (Part III)
$6,090,154

Program services were 95.7% 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.

  • 1d · Related organizations

    $150,360

  • 2a · Program service revenue: HEALTH CARE SERVICES

    total $6,836,639 · related or exempt $6,836,639

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,813,313 · program services $2,813,313

  • 8 · Pension plan contributions

    total $42,172 · program services $42,172

  • 9 · Other employee benefits

    total $312,609 · program services $312,609

  • 10 · Payroll taxes

    total $191,045 · program services $191,045

  • 11a · Fees: management

    total $273,878 · management and general $273,878

  • 11g · Fees: other

    total $142,880 · program services $142,880

  • 12 · Advertising and promotion

    total $34,222 · program services $34,222

  • 13 · Office expenses

    total $229,249 · program services $229,249

  • 14 · Information technology

    total $87,310 · program services $87,310

  • 16 · Occupancy

    total $348,612 · program services $348,612

  • 19 · Conferences, conventions and meetings

    total $17,532 · program services $17,532

  • 22 · Depreciation, depletion and amortization

    total $85,101 · program services $85,101

  • 23 · Insurance

    total $14,157 · program services $14,157

  • 24a · Other expenses: HEALTH CARE

    total $745,920 · program services $745,920

  • 24b · Other expenses: FOOD

    total $590,062 · program services $590,062

  • 24c · Other expenses: MEDICAL ANCILLARY

    total $122,776 · program services $122,776

  • 24d · Other expenses: ALLOCATED EXPENSES

    total $115,231 · program services $115,231

  • 24e · All other expenses

    total $197,963 · program services $197,963

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $387,175 · end of year $615,632

  • 4 · Accounts receivable

    beginning of year $855,848 · end of year $899,253

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,991 · end of year $4,959

  • 10a · Land, buildings and equipment: cost or other basis

    $267,050

  • 10b · Land, buildings and equipment: accumulated depreciation

    $98,743

  • 10c · Land, buildings and equipment, net

    beginning of year $236,357 · end of year $168,307

  • 15 · Other assets

    beginning of year $2,536,549 · end of year $2,339,042

  • 17 · Accounts payable and accrued expenses

    beginning of year $341,885 · end of year $319,828

  • 25 · Other liabilities

    beginning of year $3,497,079 · end of year $2,888,442

  • 27 · Net assets without donor restrictions

    beginning of year $195,956 · end of year $818,923

Mission and programs · 2023

Mission

HALE OLA KINO BY ARCADIA OPERATES A SKILLED NURSING FACILITY UNDER A LEASE AGREEMENT WITHIN A SENIOR LIVING FACILITY.

  • HALE OLA KINO BY ARCADIA IS A LICENSED SKILLED NURSING, INTERMEDIATE CARE AND SPECIAL CARE FACILITY WITH 32 NURSING FACILITY BEDS. ALL BEDS ARE MEDICARE CERTIFIED. THE AVERAGE CENSUS WAS 29 IN 2023 WITH A PER DIEM RATES RANGING FROM $535 TO $570 FOR SEMI-PRIVATE ROOMS AND $584 FOR PRIVATE ROOMS IN 2023.

    Expenses $6,090,154 · Revenue $6,836,639

  • SEE SCHEDULE O FOR THE STATEMENT OF COMMUNITY BENEFIT FOR THE YEAR ENDED DECEMBER 31, 2023.

  • 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Suzie Schulberg

    PRESIDENT & CEO

    Total calculated
    $398,822
    From this org
    $0
    From related orgs
    $364,773
    Other
    $34,049
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,807 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $11,966 related
    Deferred
    $0 + $27,343 related
    Nontaxable benefits
    $0 + $6,706 related
    Filer's total
    $0 + $398,822 related
  • Vivian Lai

    CFO

    Total calculated
    $278,828
    From this org
    $0
    From related orgs
    $259,477
    Other
    $19,351
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,060 related
    Bonus
    $0 + $33,650 related
    Other
    $0 + $8,767 related
    Deferred
    $0 + $19,351 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $278,828 related
  • Martin Zorn

    CHAIRMAN

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

    VICE CHAIR

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

    SECRETARY

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

    TREASURER

    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
  • Judith Alcos

    REGISTERED NURSE

    Total calculated
    $156,759
    From this org
    $140,377
    From related orgs
    $0
    Other
    $16,382
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $135,351
    Bonus
    $1,200
    Other
    $3,826
    Deferred
    $2,054
    Nontaxable benefits
    $14,328
    Filer's total
    $156,759
  • Maria Roselle Salon

    ADMINISTRATOR IN TRAINING

    Total calculated
    $143,509
    From this org
    $121,552
    From related orgs
    $0
    Other
    $21,957
    Hours/week
    50
  • Roland Salon

    RESIDENT CARE MANAGER

    Total calculated
    $121,009
    From this org
    $119,366
    From related orgs
    $0
    Other
    $1,643
    Hours/week
    50
  • Sheila Aseret

    MDS COORINDATOR

    Total calculated
    $119,007
    From this org
    $107,115
    From related orgs
    $0
    Other
    $11,892
    Hours/week
    45
  • Virginia Sidhu

    REGISTERED NURSE

    Total calculated
    $113,301
    From this org
    $105,117
    From related orgs
    $0
    Other
    $8,184
    Hours/week
    45

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

No itemized grants to organizations 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403179349309715

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