ARCADIA RETIREMENT RESIDENCE (EIN 990256226) - 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

1987

Legal Domicile

Principal Officer

VIVIAN LAI

Phone

8089410941

Tax Period

2024-01-01 to 2024-12-31

ARCADIA RETIREMENT RESIDENCE, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $41.4M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $38.8M left a modest 6% surplus.

Mission

ARCADIA'S MISSION IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA BY PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY. AS A LIFE PLAN COMMUNITY, ARCADIA OFFERS A SUPERIOR CONTINUUM OF LIFETIME CARE DESIGNED TO SUPPORT THE SPIRITUAL, PHYSICAL, AND SOCIAL WELL-BEING OF EVERY RESIDENT.

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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 $140,557

Program Service Revenue $40,658,423

Investment Income $570,190

Other Revenue $5,400

TOTAL REVENUE $41,374,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,819,571

Fundraising Expenses $0

Program Expenses $34,939,184

Other Expenses $19,932,485

TOTAL EXPENSES $38,752,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,374,570	$38,114,035	+0.1%
Expenses	$38,752,056	$35,692,398	+0.1%
Net Income	$2,622,514	$2,421,637	+0.1%

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

718

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	2.00	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	1.00	Officer Director	$0	$0	$0
SUZIE SCHULBERG	PRESIDENT & CEO	10.00	Officer Director	$0	$35,893	$451,170
VIVIAN LAI	CFO	10.00	Officer Director	$0	$19,317	$289,614
SHANNON MIYAZAKI	ADMINISTRATOR IN TRAINING	50.00	Highest	$135,085	$19,700	$154,785
DELIA GONZALES	REGISTERED NURSE	55.00	Highest	$148,106	$19,712	$167,818
IRENE BAKER-AUSBY	CLINIC MANAGER	50.00	Highest	$135,470	$18,024	$153,494
GARY KAUILA NOAH-CASISON	DIRECTOR OF NURSING	50.00	Highest	$166,264	$4,545	$170,809
LEONELA GRACIA TOMAS	REGISTERED NURSE	50.00	Highest	$126,922	$25,916	$152,838

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	$41,374,570	$38,752,056	$94,056,665	$2,622,514
2023	$38,114,035	$35,692,398	$84,912,394	$2,421,637
2022	$35,633,204	$34,047,173	$74,229,926	$1,586,031
2021	$39,256,869	$31,988,421	$73,016,620	$7,268,448
2020	$35,209,807	$32,759,940	$70,994,910	$2,449,867
2019	$32,872,644	$31,626,609	$68,722,426	$1,246,035
2018	$31,522,894	$30,956,954	$64,033,080	$565,940

ARCADIA RETIREMENT RESIDENCE