ARCADIA FOUNDATION

As filed

Subsection

03

NTEE code

T20

Classification

1000

Street

1434 PUNAHOU ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

8 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER

  EIN 85-4255141

• ARCADIA AT HOME

  EIN 46-3228530

• ARCADIA COMMUNITY SERVICES

  EIN 27-2053477

• ARCADIA ELDER SERVICES

  EIN 99-0354438

• ARCADIA HOME HEALTH SERVICES

  EIN 20-0411818

• ARCADIA RETIREMENT RESIDENCE

  EIN 99-0256226

• CRAIGSIDE RETIREMENT RESIDENCE

  EIN 35-2272376

• HALE OLA KINO BY ARCADIA

  EIN 88-3591628

Mission and programs · 2023

• 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 $609,000 · Grants $609,000

• 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 $39,051 · Revenue $24,602

• 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, 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.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $385,784

  Expenses

  $711,331

  Contributions

  $8,150

  Grants paid

  $609,000

• 2022

  Revenue

  $578,386

  Expenses

  $506,480

  Contributions

  $289,883

  Grants paid

  $412,141

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,727,541

  Expenses

  $294,993

  Assets (EOY)

  $24,846,111

• 2020 · 990

  Revenue

  $2,085,513

  Expenses

  $358,931

  Assets (EOY)

  $22,876,434

• 2019 · 990

  Revenue

  $770,942

  Expenses

  $217,285

  Assets (EOY)

  $20,730,207

• 2018 · 990

  Revenue

  $897,906

  Expenses

  $143,510

  Assets (EOY)

  $19,097,250

• 2017 · 990

  Revenue

  $576,862

  Expenses

  $596,627

  Assets (EOY)

  $19,070,285

• 2016 · 990

  Revenue

  $1,419,905

  Expenses

  $268,801

  Assets (EOY)

  $17,653,166

• 2015 · 990

  Revenue

  $1,603,924

  Expenses

  $283,971

  Assets (EOY)

  $17,358,898

• 2014 · 990

  Revenue

  $500,856

  Expenses

  $652,714

  Assets (EOY)

  $15,620,450

• 2013 · 990

  Revenue

  $617,914

  Expenses

  $36,951

  Assets (EOY)

  $15,933,720

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $27,427

  Assets (EOY)

  $15,268,595

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• THE PENSION BOARDS - UNITED CHURCH OF CHRIST

  $250,000

  2023 · TO SUPPORT THE ORGANIZATION'S GENERATIONS OF SERVICE CAMPAIGN FOR MINISTERIAL ASSISTANCE

• THE PENSION BOARDS - UNITED CHURCH OF CHRIST

  $250,000

  2022 · TO SUPPORT THE ORGANIZATION'S GENERATIONS OF SERVICE CAMPAIGN FOR MINISTERIAL ASSISTANCE

• HALE OLA KINO BY ARCADIA

  $150,000

  2023 · CONTRIBUTION OF CAPITAL TO FUND THE PURCHASE OF HALE OLA KINO

• CRAIGSIDE RETIREMENT RESIDENCE

  $120,000

  2023 · RESIDENTS SUBSIDIZATION SUPPORT

• HALE OLA KINO BY ARCADIA

  $103,491

  2022 · CONTRIBUTION OF CAPITAL TO FUND THE PURCHASE OF HALE OLA KINO

• MAUI HUMANE SOCIETY

  $25,334

  2023 · DISASTER RELIEF EFFORTS AFTER THE MAUI WILD FIRES

• MAUI FOOD BANK

  $25,333

  2023 · DISASTER RELIEF EFFORTS AFTER THE MAUI WILD FIRES

• SALVATION ARMY HAWAIIAN & PACIFIC

  $25,333

  2023 · DISASTER RELIEF EFFORTS AFTER THE MAUI WILD FIRES

Where these grants went next →

Grants received

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $25,000

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $10,000

  2022 · FOR RECIPIENT'S EXEMPT PURPOSE

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files