HALE OLA KINO BY ARCADIA (EIN 883591628) - 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

2022

Legal Domicile

Principal Officer

VIVIAN LAI

Phone

8089410941

Tax Period

2024-01-01 to 2024-12-31

HALE OLA KINO BY ARCADIA, founded in 2022, is a community nonprofit in the Health Care sector that reported $7.2M in total revenue in fiscal year 2024.

Mission

HALE OLA KINO BY ARCADIA'S MISSION IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA BY OPERATING A SKILLED NURSING CENTER UNDER A LEASE AGREEMENT WITHIN A SENIOR LIVING FACILITY. THE CENTER FEATURES PROGRESSIVE REHABILITATIVE AND LONG-TERM CARE PROGRAMS, AS WELL AS RESPITE SERVICES SERVING BOTH RESIDENTS OF THE FACILITY AND THE GREATER COMMUNITY.

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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 $820

Program Service Revenue $7,192,830

Investment Income $5,945

Other Revenue $0

TOTAL REVENUE $7,199,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,852,917

Fundraising Expenses $0

Program Expenses $6,906,923

Other Expenses $3,343,665

TOTAL EXPENSES $7,196,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,199,595	$6,986,999	+0.0%
Expenses	$7,196,582	$6,364,032	+0.1%
Net Income	$3,013	$622,967	-1.0%

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

$740,784

Total Directors

$740,784

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
KATHY AOKI	FORMER VICE CHAIR	0.50	Officer Director	$0	$0	$0
SUZIE SCHULBERG	PRESIDENT & CEO	5.00	Officer Director	$0	$35,893	$451,170
VIVIAN LAI	CFO	5.00	Officer Director	$0	$19,317	$289,614
JUDITH ALCOS	REGISTERED NURSE	55.00	Highest	$141,892	$20,421	$162,313
MARIA ROSELLE SALON	ADMINISTRATOR IN TRAINING	50.00	Highest	$132,759	$33,423	$166,182
ROLAND SALON	RESIDENT CARE MANAGER	50.00	Highest	$128,444	$10,475	$138,919
SHEILA ASERET	MDS COORINDATOR	45.00	Highest	$107,802	$27,479	$135,281
KAYLEN ISHIDA	REGISTERED NURSE	45.00	Highest	$114,873	$17,059	$131,932

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	$7,199,595	$7,196,582	$4,404,258	$3,013
2023	$6,986,999	$6,364,032	$4,027,193	$622,967
2022	$1,201,079	$1,005,123	$4,034,920	$195,956

HALE OLA KINO BY ARCADIA