THE ARCADIA FOUNDATION (EIN 990335929) - 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

1998

Legal Domicile

Principal Officer

VIVIAN LAI

Phone

8089410941

Tax Period

2024-01-01 to 2024-12-31

THE ARCADIA FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $804K in total revenue in fiscal year 2024. Revenue surged 108% from the prior year, signaling strong growth momentum. Expenses of $896K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ARCADIA FOUNDATION IS A SUPPORTING ORGANIZATION FOR ARCADIA COMMUNITY SERVICES, INCLUDING SUPPORTING THE NEEDS OF THE RESIDENTS AND MEMBERS OF THE LIFE PLAN COMMUNITIES ASSOCIATED WITH ARCADIA COMMUNITY SERVICES WHO HAVE EXHAUSTED THEIR RESOURCES, AND TO PROVIDE BENEFIT TO AND SERVE THE NEEDS OF THE ELDERLY OF THE GREATER HAWAII 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 $360,727

Program Service Revenue $267

Investment Income $415,417

Other Revenue $27,921

TOTAL REVENUE $804,332

Expense Breakdown

Grants Paid $758,645

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $823,451

Other Expenses $136,917

TOTAL EXPENSES $895,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$804,332	$385,784	+1.1%
Expenses	$895,562	$711,331	+0.3%
Net Income	$-91,230	$-325,547	-0.7%

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	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LUCAS SAYIN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
KOREN DREHER	TREASURER	0.50	Officer Director	$0	$0	$0
CORLIS CHANG	SECRETARY	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	4.00	Officer Director	$0	$35,893	$451,170
VIVIAN LAI	CFO	4.00	Officer Director	$0	$19,317	$289,614

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	$804,332	$895,562	$23,183,345	$-91,230
2023	$385,784	$711,331	$22,588,583	$-325,547
2022	$578,386	$506,480	$22,312,439	$71,906
2021	$2,727,541	$294,993	$24,846,111	$2,432,548
2020	$2,085,513	$358,931	$22,876,434	$1,726,582
2019	$770,942	$217,285	$20,730,207	$553,657
2018	$897,906	$143,510	$19,097,250	$754,396

THE ARCADIA FOUNDATION