ARCADIA FOUNDATION

Financials

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

Address and contacts

Address (IRS master file)

1434 PUNAHOU ST, HONOLULU, HI 96822-4701

In care of

% EMMET WHITE

Principal officer (990 for 2024)

VIVIAN LAI, 1434 PUNAHOU STREET, HONOLULU, HI 96822

Signed the 990

VIVIAN LAI, CHIEF FINANCIAL OFFICER

Phone

(808) 941-0941

Website

ARCADIA.ORG

Return prepared by

CW ASSOCIATES CPAS

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.

Program accomplishments

• THE ARCADIA FOUNDATION IS THE SUPPORTING ORGANIZATION FOR ARCADIA COMMUNITY SERVICES (ACS), SUPPORTING THE NEEDS OF THE RESIDENTS AND MEMBERS OF LIFE PLAN COMMUNITIES ASSOCIATED WITH ACS WHO HAVE EXHAUSTED THEIR RESOURCES, AND AS IT DETERMINES IN ITS SOLE DISCRETION, TO PROVIDE BENEFITS TO AND SERVE THE NEEDS OF THE ELDERLY OF THE GREATER HAWAII COMMUNITY.
  Expenses $758,645 · grants $758,645 · revenue $193
• BEGINNING IN 2018, THE ORGANIZATION CONTINUED THE OPERATIONS OF ARCADIA MEMORIAL IRREVOCABLE TRUST (A RELATED ORGANIZATION), WHICH PROVIDES ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED FOR THE BENEFIT OF THE RESIDENTS OF ARCADIA RESIDING IN THE ARCADIA HEALTH CARE CENTER. THE SERVICES INCLUDE ENTERTAINMENT, EXCURSIONS, TRANSPORTATION, A WALK-COMPANION PROGRAM AS WELL AS OTHER PERSONAL SERVICE SUCH AS MASSAGES, MANICURES AND PEDICURES.
  Expenses $64,806 · revenue $21,688
• THE ORGANIZATION IS A MEMBER OF THE ARCADIA FAMILY OF COMPANIES. THE ARCADIA FAMILY OF COMPANIES ACT AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH AN EMPHASIS TOWARDS HELPING SENIORS IN THE COMMUNITY. SEE SCHEDULE O FOR THE STATEMENT OF COMMUNITY BENEFIT FOR THE YEAR ENDED DECEMBER 31, 2024.
• STATEMENT OF COMMUNITY BENEFITIN 2010, ARCADIA COMMUNITY SERVICES, A NONPROFIT CORPORATION, WAS ORGANIZED TO SUPPORT THE MISSION, PROGRAMS, AND SERVICES OF ARCADIA RETIREMENT RESIDENCE (ARCADIA) AND CRAIGSIDE RETIREMENT RESIDENCE (15 CRAIGSIDE) AND COORDINATE THE EFFORTS OF OUR FAMILY OF COMPANIES, INCLUDING OUR HOME AND COMMUNITY BASED PROGRAMS. IN 2011, 15 CRAIGSIDE COMPLETED BUILDING ITS NEW LIFE PLAN COMMUNITY (LPC) AND BEGAN OPERATIONS. TOGETHER WITH THE OTHER RELATED ARCADIA SUPPORT ORGANIZATIONS, THE ARCADIA FOUNDATION (TAF), ARCADIA HOME HEALTH SERVICES (AHHS), ARCADIA ELDER SERVICES (AES), ARCADIA AT HOME (AAH), ARCADIA ADULT DAY CARE AND DAY HEALTH CENTER (AADCDH), AND HALE OLA KINO BY ARCADIA (HOKA),THE ARCADIA FAMILY OF COMPANIES (AFC) ACTS AS A UNIFIED ORGANIZATION IN PROVIDING BENEFIT TO THE RESIDENTS, CLIENTS AND MEMBERS THEY SERVE, AS WELL AS TO THE HONOLULU COMMUNITY AT LARGE, WITH THE CORE PURPOSE OF SERVING AND PROTECTING THE LIVES OF HAWAII'S KUPUNA (HAWAIIAN: ELDERS).ARCADIA IS HAWAII'S OLDEST PRE-EMINENT LPC AND IS THE FIRST LPC IN HAWAII ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES AND THE CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC). ARCADIA OFFERS LIFETIME RESIDENCY WITH A CONTINUUM OF CARE THAT BEGINS WITH INDEPENDENT LIVING IN ONE'S APARTMENT WITH ACCESS TO AN ARRAY OF ACTIVITIES, WELLNESS PROGRAMS, HEALTH CARE SERVICES, FOOD, PERSONAL ASSISTANCE, IF REQUESTED, SECURITY, MAINTENANCE, HOUSEKEEPING AND LINEN SERVICE, AND ALONG THE CONTINUUM, IF NEEDED, ASSISTED LIVING, SKILLED AND INTERMEDIATE LONG TERM CARE, SPECIAL CARE FOR THOSE WHO DEVELOP ALZHEIMER'S DISEASE AND DEMENTIA, AND END OF LIFE CARE. 15 CRAIGSIDE OFFERS PROGRAMS AND SERVICES SIMILAR TO ARCADIA, AND AAH OFFERS A SIMILAR LIFE-CARE GUARANTEE AND PROGRAM WHILE A MEMBER RESIDES IN THEIR HOME.ARCADIA, AND ITS FAMILY OF COMPANIES, ARE GUIDED BY A VISION THAT CALLS EVERY COMPANY TO PROVIDE OPTIMUM EFFORT IN SUPPORT OF ITS RESIDENTS, CLIENTS AND MEMBERS, AND TO PROVIDE BENEFITS AND SERVICES TO SENIORS IN THE GREATER COMMUNITY. THROUGHOUT ARCADIA'S 56-YEAR HISTORY, IT HAS CONSISTENTLY DEMONSTRATED A CLEAR AND CONSISTENT CHARITABLE PURPOSE: PROVIDING SENIOR LIVING AND CARE IN A GRACIOUS, COMPASSIONATE AND DYNAMIC ENVIRONMENT WITH A SUPERIOR CONTINUUM OF ASSURED LIFETIME CARE TO MEET THE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS OF EVERY RESIDENT. IN 2005, ARCADIA BEGAN TO DOCUMENT THE WAYS AFC HAS SERVED THE HAWAII COMMUNITY. THE FOLLOWING ARE EXAMPLES OF THE MANY WAYS IN WHICH AFC AND ITS PERSONNEL HAVE SERVED THE COMMUNITY IN 2024. THE ESTIMATED TOTAL VALUE OF THE COMMUNITY BENEFITS PROVIDED WAS OVER $1,878,000.1. UNCOMPENSATED (CHARITY CARE)ARCADIA AND 15 CRAIGSIDE CONTINUED TO PROVIDE SERVICES TO RESIDENTS AND MEMBERS WHO HAVE EXHAUSTED THEIR FUNDS, AS LONG AS THEY HAVE NOT WILLFULLY DEPLETED THEIR ASSETS. DURING 2024, THESE SERVICES, IF VALUED AT THE USUAL AND CUSTOMARY AMOUNTS CHARGED BY THE COMMUNITIES, AMOUNTED TO $593,987 AT ARCADIA AND $871,083 AT 15 CRAIGSIDE. ARCADIA, 15 CRAIGSIDE AND AAH ALSO PROVIDED HEALTH CARE SERVICES AT REDUCED RATES TO RESIDENTS AND MEMBERS WHO REQUIRED ASSISTANCE. DIFFERENCE IN RATES AMOUNTED TO $10,678 FOR ARCADIA.2. HOSPICE CAREDURING 2024, ARCADIA AND 15 CRAIGSIDE CONTINUED WITH A PROGRAM OF PROVIDING END OF LIFE CARE AND SUPPORTIVE CARE, IN CONNECTION WITH LOCAL MEDICARE CERTIFIED HOSPICE ORGANIZATIONS, TO SHORT-TERM RESIDENTS WHO HAVE BEEN ADMITTED DIRECTLY INTO ARCADIA'S AND 15 CRAIGSIDE'S RESPECTIVE HEALTH CARE CENTERS WITHOUT PREVIOUSLY BEING RESIDENTS OF ARCADIA OR 15 CRAIGSIDE. 3. SUPPORT FOR ARCADIA'S HEALTH CARE CENTERTHE ARCADIA MEMORIAL IRREVOCABLE TRUST FUND UNDER TAF PROVIDED $64,806 IN ADDITIONAL SERVICES AND ITEMS OF CARE AND COMFORT NOT OTHERWISE PROVIDED, FOR THE BENEFIT OF THE RESIDENTS RESIDING IN ARCADIA'S HEALTH CARE CENTER. SERVICES INCLUDED ENTERTAINMENT, A WALKING-COMPANION PROGRAM, AS WELL AS OTHER PERSONAL SERVICES SUCH AS MASSAGES, MANICURES AND PEDICURES.4. CORPORATE DONATIONSTHE AFC MADE COLLECTIVE DONATIONS OVER $40,000 IN 2024 TO COMMUNITY NOT FOR PROFIT ORGANIZATIONS THAT ADMINISTER AND/OR SUPPORT PROGRAMS AND SERVICES FOR SENIORS AND OTHERS IN NEED THROUGHOUT THE HONOLULU COMMUNITY. SOME OF THESE PROGRAMS AND SERVICES INCLUDE THE ALZHEIMER'S ASSOCIATION, AMERICAN HEART ASSOCIATION, CAREGIVER FOUNDATION, AND THE YMCA OF HONOLULU.5. PHILANTHROPIC SUPPORT OF RETIRED UCC MINISTERS AND WORKERSIN AUGUST 2018, TAF HAD THE BOARD'S PERMISSION TO EARMARK UP TO $2,000,000 OVER A 10-YEAR-PERIOD AS A SPECIAL FUND IN SUPPORT OF UCC'S GENERATIONS OF SERVICE CAMPAIGN. THE GOAL OF THE CAMPAIGN WAS TO RAISE $6,000,000 TO SUPPORT RETIRED HAWAII UCC MINISTERS AND RETIRED UCC CHURCH WORKERS. IN 2024, TAF CONTRIBUTED $250,000 TO THE SPECIAL FUND. TO-DATE, $1,010,800 HAS BEEN DONATED TO THE FUND. 6. USE OF FACILITIESARCADIA AND 15 CRAIGSIDE ARE PROUD TO SUPPORT THE BROADER COMMUNITY BY OFFERING THE USE OF OUR FACILITIES TO NONPROFIT AND COMMUNITY ORGANIZATIONS AT NO CHARGE. IN 2024, ARCADIA AND 15 CRAIGSIDE CONTRIBUTED OVER $18,000 IN FOOD, SUPPLIES, AND RESOURCES TO SUPPORT THESE EVENTS AND GATHERINGS.MEETING AND EVENT SPACE FOR COMMUNITY ORGANIZATIONS:VARIOUS NONPROFIT AND OTHER GROUPS UTILIZED MEETING SPACES - INCLUDING THE CONFERENCE ROOM, CHAPEL, AND SOLARIUM - AT BOTH CAMPUSES. THESE GROUPS INCLUDED THE HAWAII ASSOCIATION OF DIRECTORS OF NURSING ADMINISTRATION, POSITIVE APPROACH TO CARE HUI, KOKUA COUNCIL, AND THE HAWAII FAMILY CAREGIVER COALITION, WHO HELD MEETINGS, TRAININGS, AND CONFERENCES AT NO COST.CAREGIVER OF THE YEAR AWARD GALAS - GIMME A BREAK:15 CRAIGSIDE HOSTED THE JANUARY 2024 GALA AND ARCADIA HOSTED THE NOVEMBER 2024 GALA FOR GIMME A BREAK, A NONPROFIT DEDICATED TO SUPPORTING CAREGIVERS. EACH EVENT WELCOMED APPROXIMATELY 80 GUESTS AND INCLUDED BUFFET DINNERS PROVIDED BY THE HOST COMMUNITY.OLDER AMERICANS MONTH AWARDS CEREMONY AND LUNCHEON:IN JUNE 2024, 15 CRAIGSIDE HOSTED THE ANNUAL CELEBRATION FOR THE EXECUTIVE OFFICE ON AGING AND THE POLICY ADVISORY BOARD FOR ELDER AFFAIRS. HELD IN THE SOLARIUM, THE EVENT HONORED EXCEPTIONAL KUPUNA VOLUNTEERS FROM ACROSS THE STATE. 15 CRAIGSIDE PROVIDED LUNCH AND REFRESHMENTS TO OVER 50 ATTENDEES.CAREGIVER COALITION LUNCHEON:IN NOVEMBER 2024, 15 CRAIGSIDE HOSTED A LUNCHEON FOR THE CAREGIVER COALITION, PROVIDING A BUFFET LUNCH AND AUDIOVISUAL EQUIPMENT FOR 36 GUESTS.IN ADDITION, 15 CRAIGSIDE MAINTAINS A DOG PARK THAT IS OPEN TO BOTH RESIDENTS AND THE GENERAL PUBLIC. THE PARK CONTINUES TO SERVE AS A VALUABLE COMMUNITY AMENITY, WITH OVER 75% OF USERS COMING FROM SURROUNDING NEIGHBORHOODS. IN 2024, A NEW FENCE WAS INSTALLED AT A COST OF $14,350 TO ENHANCE SAFETY AND IMPROVE THE OVERALL USER EXPERIENCE.7. COMMUNITY-RELATED VOLUNTEER SERVICE OF EMPLOYEES AND RESIDENTS OF THE ARCADIA FAMILY OF COMPANIESTHE KUPUNA OF ARCADIA, 15 CRAIGSIDE, HOKA AND AAH VOLUNTEERED FOR NON-PROFIT ORGANIZATIONS. SOME EXAMPLES INCLUDE ASSEMBLING PAPER BEAR KITS FOR DONATION TO SHRINERS CHILDREN'S HOSPITAL IN CELEBRATION OF NATIONAL TEDDY BEAR DAY; CREATING AND MAILING HANDMADE CARDS TO INDIVIDUALS IN NEED FOR NATIONAL RANDOM ACT OF KINDNESS DAY; SUPPORTING ENVIRONMENTAL RESTORATION BY PARTICIPATING IN THE GENKI ALA WAI PROJECT TO HELP REVITALIZE THE ALA WAI CANAL ECOSYSTEM.THE CHIEF EXECUTIVE OFFICER VOLUNTEERED OVER 180 HOURS OF PERSONAL TIME SERVING IN LEADERSHIP ROLES ACROSS SEVERAL NONPROFIT ORGANIZATIONS:OAHU WORKFORCE DEVELOPMENT BOARD: CHAIR OF THE PERFORMANCE MEASURES & ACCOUNTABILITY COMMITTEE, HELPING TO OVERSEE FEDERAL WORKFORCE PROGRAMS.POLICY ADVISORY BOARD FOR ELDER AFFAIRS (PABEA): MEMBER OF THE BOARD AND ITS LEGISLATIVE COMMITTEE, ADVISING THE EXECUTIVE OFFICE ON AGING.KOKUA MAU: BOARD MEMBER SUPPORTING PALLIATIVE CARE, HOSPICE, AND ADVANCE CARE PLANNING EFFORTS STATEWIDE.YMCA OF HONOLULU: BOARD MEMBER SINCE MAY 2024, CONTRIBUTING TO PROGRAMS THAT PROMOTE YOUTH DEVELOPMENT AND HEALTHY LIVING.AMERICAN HEART ASSOCIATION HEART WALK & ALZHEIMER'S ASSOCIATION WALK TO END ALZHEIMER'S: EXECUTIVE LEADERSHIP TEAM MEMBER FOR BOTH EVENTS, SUPPORTING FUNDRAISING AND AWARENESS EFFORTS.THESE EFFORTS REFLECT THE AFC'S DEEP COMMITMENT TO COMMUNITY ENGAGEMENT AND SERVICE.
• 8. COMMUNITY SUPPORT AND PRESENTATIONSARCADIA MAINTAINS A LONGSTANDING PARTNERSHIP WITH WINNERS AT WORK, A NON-PROFIT ORGANIZATION WITH A MISSION OF HELPING DISABLED INDIVIDUALS SEE MEANINGFUL INCLUSION IN THE COMMUNITY. THROUGH THIS PARTNERSHIP, AFC EMPLOYS AN INDIVIDUAL IN A CUSTOMIZED ROLE TAILORED TO HER STRENGTHS AND ABILITIES. SHE HAS BEEN A VALUED TEAM MEMBER SINCE 1997, EXEMPLIFYING THE SUCCESS OF INCLUSIVE EMPLOYMENT.TO SUPPORT THE CULTIVATION OF THE HEALTHCARE WORKFORCE, 15 CRAIGSIDE SERVED AS A TRAINING SITE FOR NURSING STUDENTS FROM KAPIOLANI COMMUNITY COLLEGE. UNDER THE SUPERVISION OF EXPERIENCED STAFF AT THE HEALTH CARE CENTER, STUDENTS GAINED HANDS-ON EXPERIENCE TO COMPLEMENT THEIR CLASSROOM LEARNING. DURING 2024, SEVERAL COHORTS EACH CONSISTING 5 TO 9 STUDENTS, COMPLETED 6-DAY CLINICAL ROTATIONS AT THE FACILITY.TO RAISE AWARENESS ABOUT CAREERS IN SENIOR LIVING AND HEALTHCARE, AFC PROFESSIONALS CONDUCTED PRESENTATIONS AT HIGH SCHOOL AND THROUGHOUT THE YEAR. THESE OUTREACH EFFORTS INCLUDED PROGRAMS AT FARRINGTON HEALTH ACADEMY, PEARL CITY HEALTH ACADEMY, KALANI HEALTH ACADEMY, KAPIOLANI COMMUNITY COLLEGE NURSE AIDE PROGRAM, AND THE JOHN A. BURNS SCHOOL OF MEDICINE'S GERIATRIC MEDICINE FELLOWSHIP PROGRAM. IN ADDITION TO THESE PRESENTATIONS, AFC HOSTED STUDENT VOLUNTEERS FROM THE KALANI HEALTH ACADEMY AT ARCADIA, 15 CRAIGSIDE, AND THE ARCADIA ADULT DAY CARE CENTER. ONE STUDENT VOLUNTEER WAS MENTORED THROUGHOUT THE ENTIRE ACADEMIC YEAR, PROVIDING A MEANINGFUL INTRODUCTION TO AGING SERVICES AND INTERGENERATIONAL CARE.9. HOME CARE IN SUPPORT OF SENIORSAHHS WAS FORMED IN MARCH 2003 TO PROVIDE QUALITY CARE TO SENIORS IN HONOLULU IN THE COMFORT OF THEIR OWN HOMES. ARCADIA, IN FORMING THIS SUPPORT ORGANIZATION, RECOGNIZED THAT MANY SENIORS WHO COULD USE HELP PREFERRED TO CONTINUE TO LIVE IN THEIR CURRENT RESIDENCES.THE PROGRAM CONTINUES TO PROVIDE REASONABLY PRICED SERVICES BASED ON ARCADIA'S MISSION OF PROVIDING EXCELLENCE IN CARE WITH COMPASSION. THE SERVICES AVAILABLE INCLUDE PERSONAL CARE SERVICES AND COMPANION SERVICES, LIMITED HEALTH CARE SERVICES, HOUSEKEEPING, AND TRANSPORTATION SERVICES. THE PROGRAM SERVED OVER 140 CLIENTS AS OF DECEMBER 31, 2024.10. DEVELOPING A SENIOR COMMUNITY WITHOUT WALLSTHE AFC HAS DEVELOPED AN "LPC WITHOUT WALLS" PROGRAM IN HONOLULU. THIS CONCEPT PROVIDES SERVICES SIMILAR TO THOSE PROVIDED BY ARCADIA AND 15 CRAIGSIDE, INCLUDING A LIFE CARE AGREEMENT, EXCEPT THAT THE SERVICES ARE PROVIDED IN A MEMBER'S HOME FOR THOSE SENIORS WHO PREFER "AGING IN PLACE" AT HOME. DURING 2014, THE HONOLULU COMMUNITY WAS INTRODUCED TO THIS NEW CONCEPT. MEMBER SERVICES COMMENCED IN APRIL 2015. AS OF DECEMBER 31, 2024, THERE WERE 59 MEMBERS IN THE PROGRAM.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

99-0335929

Tax-exempt status

501(c)(3): Charitable, religious, educational or scientific organization

Foundation status

Supporting organization (509(a)(3))

Donations deductible (Pub 78)

Supporting organization of unknown type

Exempt since

1999

Accounting year ends

December

Files

Form 990 or 990-EZ

Category (NTEE)

Philanthropy, voluntarism and grantmaking foundations (T20)

Assets (IRS master file)

$23,183,345

Income (IRS master file)

$1,092,664

Filing history

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-0335929).

Questions about ARCADIA FOUNDATION

What is the EIN of ARCADIA FOUNDATION?

The employer identification number (EIN) of ARCADIA FOUNDATION is 99-0335929.

Is ARCADIA FOUNDATION tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.

Are donations to ARCADIA FOUNDATION tax-deductible?

Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).

Which annual return does ARCADIA FOUNDATION file?

Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.

When is the next return of ARCADIA FOUNDATION due?

The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did ARCADIA FOUNDATION last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended December 2024.

Who is the principal officer of ARCADIA FOUNDATION?

The 990 for the year ended December 31, 2024 names VIVIAN LAI.

Who are the officers and directors of ARCADIA FOUNDATION?

The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.

How much revenue does ARCADIA FOUNDATION have?

On its 990 for the year ended December 31, 2024 it reported revenue of $804,332, expenses of $895,562 and total assets of $23,183,345 at year end.

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