Arcadia at Home EIN 46-3228530

Arcadia at Home

EIN  46-3228530 Public charity (501(c)(3)) Honolulu, HI
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Size
$100K–1M
What they do
Provides at-home and facility services for seniors choosing to age in place.
Leadership
Martin Zorn · Chair
Money in and out
$838K revenue, $679K expenses
Bottom line
90% program efficiency

Provides at-home and facility services for seniors choosing to age in place. For fiscal year 2024 it reported $838K in revenue, $679K in expenses, and $-505K in net assets.Pt I

Where the money goes · FY2024
Total revenue
$838K
Pt VIII · Ln 12
Total expenses
$679K
Pt IX · Ln 25
Net assets
$-505K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $159K
Where spending went · Part IX cols B–D
Program services $0.90 Management & general $0.10
Program efficiency
90%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
43.5mo
months of highly liquid reserves at operating expense rate▼ -13% vs prior filing year
Surplus margin
+19%
revenue over expenses, this year▲ +11% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$838K
FY2024▲ +35%
Expenses
$679K
FY2024▲ +31%
Total assets
$2.5M
FY2024▲ +12%
Total liabilities
$3.0M
FY2024▼ -1%
Total revenue
$838K
Pt VIII · Ln 12
Total expenses
$679K
Pt IX · Ln 25
Net assets
$-505K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$159K
Total assetsPt X · Ln 16$2.5M
Program-expense ratioPt IX · col B90%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

3 program services account for $612K of program spending, described in the organization's own filed words · FY2024.
01

Monthly service charge. The monthly service charge will provide members with a comprehensive array of health and home assessments, 4 hours of service per month, coordination of services by member services manager, access to programs, activities and health care services at arcadia retirement residence and 15 craigside, as well as personal…

$521Kprogram expense
02

Entrance fee amortization. Members pay an entrance fee which entitles the member to a non-assignable personal right to participate in the corporation's life care program in member's home.

$91Kprogram expense
03

See schedule o for the statement of community benefit for the year ended december 31, 2024.

Pt IX · col B

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CArcadia at Home
EINHdr · item D46-3228530
Principal addressHdr · item CHonolulu, HI
WebsiteHdr · item Jarcadia.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MHI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHousing (L22)
Ruling yearIRS BMFJul 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Program service revenue$798K · 95%
Investment income$35K · 4%
Program service revenue95%$798K
Investment income4%$35K
Other revenue$4K
Total revenueLn 12$838K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.90 Management & general $0.10
Program services90%$612K
Management & general10%$66K
Total functional expensesLn 25$679K

Balance Sheet

Part X · end of year
CashLn 1$851K
Total assetsLn 16$2.5M
Total liabilitiesLn 26$3.0M
Total net assetsLn 32$-505K
Months of cash on handcomputed15.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.5M · Operating expenses/yr $679K
43.5 months
Where the money goes
Program services
Program services $612K · Total expenses $679K
90%
Management & General
Management & general $66K · Total expenses $679K
10%
Fundraising
Fundraising $0 · Total expenses $679K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $838K
0%
Government reliance
Government grants — · Total revenue $838K
Earned-income share
Program service revenue $798K · Total revenue $838K
95%
Investment reliance
Investment income $35K · Total revenue $838K
+4%
Program self-sufficiency
Program service revenue $798K · Total expenses $679K
118%
Growth & trend
Revenue growth (YoY)
This year $838K · Prior year $623K
+35%
Revenue CAGR
FY2020 $387K · FY2024 $838K
+21%
Net-asset trend (YoY)
End of year $-505K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $838K · Expenses $679K
+19%
Liabilities-to-Assets
Total liabilities — · Total assets $2.5M
Net-asset ratio
Net assets $-505K · Total assets $2.5M
-20%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $1.6M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.5M
64%
People & payroll
Highest Reported Total Compensation
Individual Martin Zorn · Reported title CHAIR · Highest reported compensation $0 · Total expenses $679K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $172K · Total expenses $679K
25%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 90%
Overhead ratio 10%
Revenue growth 35%
Investment management fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$3K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$838K revenue · viewing · ⤓ 990 PDF
FY2023$623K revenue · ⤓ 990 PDF
FY2022$592K revenue · ⤓ 990 PDF
FY2021$401K revenue · ⤓ 990 PDF
FY2020$387K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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