Civic Intelligence

Cfa Hawaii

EIN 87-0753677 • 501(c)6 • Honolulu, HI

Profile

To educate the public about investing.

PO Box 580Honolulu, HI 96809

www.cfahawaii.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

25%

Higher net margin than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$393,935

Up $43,128 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$393,935

Up $43,128 (+12%) from 2023

Revenue

Up

$174,214

Up $28,432 (+20%) from 2023

Expenses

Up

$131,086

Up $15,100 (+13%) from 2023

Net Income

Up

$43,128

Up $13,332 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $99,836Liabilities 2011: $0Net Assets 2011: $99,8362011Assets 2012: $144,908Liabilities 2012: $0Net Assets 2012: $144,9082012Assets 2013: $194,808Liabilities 2013: $0Net Assets 2013: $194,8082013Assets 2014: $229,762Liabilities 2014: $0Net Assets 2014: $229,7622014Assets 2015: $233,788Liabilities 2015: $0Net Assets 2015: $233,7882015Assets 2016: $256,544Liabilities 2016: $0Net Assets 2016: $256,5442016Assets 2017: $268,103Liabilities 2017: $0Net Assets 2017: $268,1032017Assets 2018: $309,652Liabilities 2018: $02018Assets 2019: $298,460Liabilities 2019: $0Net Assets 2019: $298,4602019Assets 2020: $335,579Liabilities 2020: $0Net Assets 2020: $335,5792020Assets 2021: $347,065Liabilities 2021: $0Net Assets 2021: $347,0652021Assets 2022: $321,716Liabilities 2022: $704Net Assets 2022: $321,0122022Assets 2023: $350,807Liabilities 2023: $0Net Assets 2023: $350,8072023Assets 2024: $393,935Liabilities 2024: $0Net Assets 2024: $393,9352024

Highlighted filing

2024

Assets$393,935
Liabilities$0
Net Assets$393,935

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $70,618Expenses 2011: $46,385Net Income 2011: $24,2332011Revenue 2012: $94,328Expenses 2012: $49,256Net Income 2012: $45,0722012Revenue 2013: $102,548Expenses 2013: $52,648Net Income 2013: $49,9002013Revenue 2014: $97,403Expenses 2014: $62,449Net Income 2014: $34,9542014Revenue 2015: $92,903Expenses 2015: $88,877Net Income 2015: $4,0262015Revenue 2016: $116,352Expenses 2016: $93,596Net Income 2016: $22,7562016Revenue 2017: $122,953Expenses 2017: $111,394Net Income 2017: $11,5592017Revenue 2018: $132,953Expenses 2018: $91,404Net Income 2018: $41,5492018Revenue 2019: $150,845Expenses 2019: $162,037Net Income 2019: -$11,1922019Revenue 2020: $158,556Expenses 2020: $121,437Net Income 2020: $37,1192020Revenue 2021: $51,757Expenses 2021: $40,271Net Income 2021: $11,4862021Revenue 2022: $40,252Expenses 2022: $66,305Net Income 2022: -$26,0532022Revenue 2023: $145,782Expenses 2023: $115,986Net Income 2023: $29,7962023Revenue 2024: $174,214Expenses 2024: $131,086Net Income 2024: $43,1282024

Highlighted filing

2024

Revenue$174,214
Expenses$131,086
Net Income$43,128

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$1.74$1.31$0.43
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$1.46$1.16$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.21$0.40$0.66$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.52$0.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.59$1.21$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$1.51$1.62$0.11
2018Summary only. Only limited summary data is available for this year.$3.10$0.00$1.33$0.91$0.42
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$1.23$1.11$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.16$0.94$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.93$0.89$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.97$0.62$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$1.03$0.53$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.94$0.49$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.71$0.46$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$174,214
Mission and Program Overview

Mission

To educate the public about investing.

Program Services

DescriptionGrantsExpenses
FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS$0$53,812
CFA INVESTMENT RESEARCH CHALLENGE: GATHERS STUDENTS,INVESTMENT INDUSTRY PROFESSIONALS,PUBLICLY TRADED COMPANIES, AND CORPORATE SPONSORS TOGETHER LOCALLY, REGIONALLY, AND GLOBALLY FOR A REAL WORLD COMPETITION$0$11,849
DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS$0$248
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER KHLOPINPresident/Director-$0--
VERONICA WONGVice President/Director-$0--
DAVID OKAMOTOSecretary/Director-$0--
AARON NGHIEMTreasurer/Director-$0--
CHRISTINE MEDEIROSDirector-$0--
BRENT CURLOWDirector-$0--
DAWN HARFLINGERDirector-$0--
KUAN YUANDirector-$0--
STEVE RODGERSDirector-$0--
TRAY SPILKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Hawaii
EIN
87-0753677
Phone
8083893191
Address
PO BOX 580, HONOLULU, HI 96809

Signing Officer

Name
Aaron Nghiem
Title
Treasurer
Phone
8083893191
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Choy & Wong Cpas Inc
Address
1001 BISHOP STREET SUITE 2680, HONOLULU, HI 96813
Preparer
Jan Sh Choy
Phone
8085232811
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: bank interest. Amount: 1. Description: dividend income. Amount: 17,569. Total included on form 990-ez, line 4: 17,570.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: board meetings. Amount: 2,158. Description: dues & subscriptions. Amount: 667. Description: entertainment meal. Amount: 1,220. Description: executive director. Amount: 36,000. Description: gifts. Amount: 22. Description: legal & professional fees. Amount: 1,118. Description: promotional. Amount: 1,839. Description: quickbooks subscription. Amount: 1,014. Description: travel- western regional confernce total expenses. Amount: 14,017. Total to form 990-ez, line 16: 58,055.

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER KHLOPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA WONG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON NGHIEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE MEDEIROS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE RODGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TRAY SPILKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt058055
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE THE PUBLIC ABOUT INVESTING.
IRS990EZ/PrintingPublicationsPostageAmt0473
IRS990EZ/ProgramServiceRevenueAmt0123033
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CFA INVESTMENT RESEARCH CHALLENGE: GATHERS STUDENTS,INVESTMENT INDUSTRY PROFESSIONALS,PUBLICLY TRADED COMPANIES, AND CORPORATE SPONSORS TOGETHER LOCALLY, REGIONALLY, AND GLOBALLY FOR A REAL WORLD COMPETITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1248
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211849
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0131086
IRS990EZ/TotalProgramServiceExpensesAmt065909
IRS990EZ/TotalRevenueAmt0174214
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFAHAWAII.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 17,569. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 17,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOARD MEETINGS. AMOUNT: 2,158. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 667. DESCRIPTION: ENTERTAINMENT MEAL. AMOUNT: 1,220. DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 36,000. DESCRIPTION: GIFTS. AMOUNT: 22. DESCRIPTION: LEGAL & PROFESSIONAL FEES. AMOUNT: 1,118. DESCRIPTION: PROMOTIONAL. AMOUNT: 1,839. DESCRIPTION: QUICKBOOKS SUBSCRIPTION. AMOUNT: 1,014. DESCRIPTION: TRAVEL- WESTERN REGIONAL CONFERNCE TOTAL EXPENSES. AMOUNT: 14,017. TOTAL TO FORM 990-EZ, LINE 16: 58,055.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON NGHIEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08083893191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA HAWAII
ReturnHeader/Filer/BusinessNameControlTxt0CFAH
ReturnHeader/Filer/EIN0870753677
ReturnHeader/Filer/PhoneNum08083893191
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 580
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096809
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943257246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHOY & WONG CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 BISHOP STREET SUITE 2680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085232811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN SH CHOY
ReturnHeader/ReturnTs02025-08-06T16:34:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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