ARCADIA AT HOME (EIN 463228530) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

VIVIAN LAI

Phone

8089410941

Tax Period

2024-01-01 to 2024-12-31

ARCADIA AT HOME, founded in 2013, is a small nonprofit in the Housing & Shelter sector that reported $838K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 19% operating margin.

Mission

THE MISSION OF ARCADIA AT HOME IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA BY OPERATING A RESIDENTIAL RETIREMENT PROGRAM, WHICH PROVIDES BENEFITS AND AT-HOME AND FACILITY-BASED SERVICES FOR THOSE OLDER ADULTS WHO CHOOSE TO RESIDE IN THEIR OWN HOMES AS THEY GROW OLDER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $798,391

Investment Income $35,276

Other Revenue $3,846

TOTAL REVENUE $837,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,279

Fundraising Expenses $0

Program Expenses $612,377

Other Expenses $506,358

TOTAL EXPENSES $678,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$837,513	$622,582	+0.3%
Expenses	$678,637	$516,187	+0.3%
Net Income	$158,876	$106,395	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$740,783

Total Directors

$740,783

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN ZORN	CHAIR	1.00	Officer Director	$0	$0	$0
LUCAS SAYIN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CORLIS CHANG	SECRETARY	0.50	Officer Director	$0	$0	$0
KOREN DREHER	TREASURER	0.50	Officer Director	$0	$0	$0
ANDREW BUNN	BOARD MEMBER	0.50	Director	$0	$0	$0
REV DR DAVID POPHAM	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA REICHARDT	BOARD MEMBER	0.50	Director	$0	$0	$0
KENT REINKER	BOARD MEMBER	0.50	Director	$0	$0	$0
REV RUSHAN SINNADURAY	BOARD MEMBER	0.50	Director	$0	$0	$0
ARKIE KOEHL	BOARD MEMBER	0.50	Director	$0	$0	$0
VIVIAN LAI	CFO	5.00	Officer Director	$0	$19,317	$289,613
SUZIE SCHULBERG	PRESIDENT & CEO	5.00	Officer Director	$0	$35,893	$451,170
KATHY AOKI	FORMER VICE CHAIR	0.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$837,513	$678,637	$2,512,329	$158,876
2023	$622,582	$516,187	$2,244,353	$106,395
2022	$591,943	$585,743	$1,821,571	$6,200
2021	$401,364	$397,133	$1,328,659	$4,231
2020	$386,748	$374,069	$1,129,978	$12,679
2019	$267,635	$412,568	$1,038,272	$-144,933
2018	$415,181	$387,315	$576,804	$27,866

ARCADIA AT HOME