ARCADIA ELDER SERVICES (EIN 990354438) - 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

2001

Legal Domicile

Principal Officer

VIVIAN LAI

Phone

8089410941

Tax Period

2024-01-01 to 2024-12-31

ARCADIA ELDER SERVICES, founded in 2001, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.4M left a modest 9% surplus.

Mission

THE MISSION OF ARCADIA ELDER SERVICES IS TO ENRICH THE LIVES OF HAWAII'S KUPUNA AND TO PROVIDE ADVICE, CONSULTATION, AND MANAGEMENT SERVICES TO ORGANIZATIONS SERVING THE ELDERLY.

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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 $3,779,506

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,779,506

Expense Breakdown

Grants Paid $11,500

Salaries & Benefits $4,728,531

Fundraising Expenses $0

Program Expenses $2,501,055

Other Expenses $-1,297,623

TOTAL EXPENSES $3,442,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,779,506	$3,632,267	+0.0%
Expenses	$3,442,408	$4,039,976	-0.1%
Net Income	$337,098	$-407,709	-1.8%

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	$415,277	$35,893	$451,170
VIVIAN LAI	CFO	5.00	Officer Director	$270,297	$19,317	$289,614
MICHAEL CHONG	CIO	10.00	Highest	$192,882	$22,582	$215,464
BREE KOMAGOME	COO, 15 CRAIGSIDE	10.00	Highest	$196,485	$37,996	$234,481
HEIDI PLISZKA	COO, ARCADIA	10.00	Highest	$179,979	$29,072	$209,051
MIMI ANDRIAN	DIR OF COMPLIANCE, COMP, BENEFITS	10.00	Highest	$181,777	$14,369	$196,146
ADELA CAGGIANO	CHIEF HUMAN RESOURCES OFFICER	10.00	Highest	$197,186	$13,695	$210,881

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	$3,779,506	$3,442,408	$4,422,224	$337,098
2023	$3,632,267	$4,039,976	$4,018,633	$-407,709
2022	$3,375,802	$2,989,441	$5,155,263	$386,361
2021	$3,134,655	$3,116,052	$4,815,377	$18,603
2020	$3,224,600	$3,015,367	$4,347,039	$209,233
2019	$3,919,905	$3,122,240	$4,146,062	$797,665
2018	$3,602,005	$3,625,357	$3,871,289	$-23,352

ARCADIA ELDER SERVICES