ARCADIA RETIREMENT RESIDENCE

EIN: 990256226 501(c)(3) Human Services

HONOLULU, HI

Total Revenue
$41,374,570
Total Expenses
$38,752,056
Total Assets
$94,056,665
Net Assets
$39,462,407
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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
HI
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.

Program Service Accomplishments

Program 1
Expenses: $16,173,418 Revenue: $23,579,085

MONTHLY SERVICE CHARGE - ARCADIA PROVIDES ROOM, BOARD AND OTHER SERVICES FOR 260 RESIDENTS. THE AVERAGE MONTHLY FEE CHARGED TO EACH RESIDENT IS $4,800 IN 2024. ARCADIA PAYS FOR ALL EXPENSES.ENTRANCE...

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MONTHLY SERVICE CHARGE - ARCADIA PROVIDES ROOM, BOARD AND OTHER SERVICES FOR 260 RESIDENTS. THE AVERAGE MONTHLY FEE CHARGED TO EACH RESIDENT IS $4,800 IN 2024. ARCADIA PAYS FOR ALL EXPENSES.ENTRANCE FEE AMORTIZATION - NEW RESIDENTS PAY FOR A LIFETIME INTEREST IN THEIR APARTMENT. REVENUE FOR AMORTIZATION OF ENTRANCE FEE IS RECOGNIZED OVER THE EXPECTED LIFE OF THE RESIDENT.

Program 2
Expenses: $14,555,609 Revenue: $15,319,204

HEALTH CARE CENTER - ARCADIA HAS A LICENSED SKILLED NURSING, INTERMEDIATE CARE AND SPECIAL CARE FACILITY WITH 91 NURSING FACILITY BEDS AVAILABLE FOR USE BY RESIDENTS. ALL BEDS ARE MEDICARE CERTIFIED...

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HEALTH CARE CENTER - ARCADIA HAS A LICENSED SKILLED NURSING, INTERMEDIATE CARE AND SPECIAL CARE FACILITY WITH 91 NURSING FACILITY BEDS AVAILABLE FOR USE BY RESIDENTS. ALL BEDS ARE MEDICARE CERTIFIED. THE AVERAGE CENSUS WAS 77 IN 2024 WITH A PER DIEM RATE OF $472 FOR SEMI-PRIVATE ROOMS AND $628 FOR PRIVATE ROOMS FOR LONG-TERM RESIDENTS IN 2024.

Program 3
Expenses: $4,210,157 Revenue: $1,765,534

ASSISTED LIVING SERVICES - PROGRAM TO PROVIDE HELP TO RESIDENTS WHO ARE NOT CLINICALLY RESTRICTED TO BEDS AND ARE NOT PHYSICALLY OR MENTALLY ABLE TO LIVE INDEPENDENTLY. RESIDENTS ENROLLED CAN HAVE AN...

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ASSISTED LIVING SERVICES - PROGRAM TO PROVIDE HELP TO RESIDENTS WHO ARE NOT CLINICALLY RESTRICTED TO BEDS AND ARE NOT PHYSICALLY OR MENTALLY ABLE TO LIVE INDEPENDENTLY. RESIDENTS ENROLLED CAN HAVE AN INDEPENDENT LIFESTYLE WITH HELP PROVIDED BY ARCADIA. THIS CAN INCLUDE SERVICES FROM MEDICATION MANAGEMENT TO ASSISTANCE WITH MANY OF THE ACTIVITIES OF DAILY LIVING. 73 RESIDENTS WERE ENROLLED IN THE PROGRAM AS OF DECEMBER 31, 2024.

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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%)

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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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Governance

Voting Members
12
Independent Members
10
Employees
718
Volunteers
11

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
7
$740,784
Total Directors
13
$740,784
Key Employees
0
$0
Highest Compensated
5
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
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