Civic Intelligence

Cfa Hawaii

990EZ • Fiscal year 2013 • EIN 87-0753677

Oct 01, 2012 to Sep 30, 2013 • Filed on Aug 14, 2014

Organization ProfileWWW.CFAHAWAII.ORG
PO Box 58096809
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

97th percentile

49%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

65th percentile

8.7%

Faster revenue growth than 65% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$194,808

Up $49,900 (+34%) from 2012

Net Assets

Up

$194,808

Up $49,900 (+34%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin97th percentile

Revenue

Up

$102,548

Up $8,220 (+8.7%) from 2012

Expenses

Up

$52,648

Up $3,392 (+6.9%) from 2012

Net Income

Up

$49,900

Up $4,828 (+11%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$194,808
Liabilities$0
Net Assets$194,808
Open 2013 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$102,548
Expenses$52,648
Net Income$49,900
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Aug 14, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

To educate the public about investing.

Filing and Contact Details

Filer

EIN
87-0753677
Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
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IRS990EZ/CashSavingsAndInvestments/BOY0144769
IRS990EZ/CashSavingsAndInvestments/EOY0194725
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear049900
IRS990EZ/FeesAndOthPymtToIndContractors0560
IRS990EZ/ForeignFinancialAccount00
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IRS990EZ/GrossReceipts0102548
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IRS990EZ/NetAssetsOrFundBalancesEOY0194808
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEPHEN RODGERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PAUL YAMASHITA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2STEPHANIE NOMURA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3NELSON DANG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JENNIFER CARIAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KELLY FONG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MICHAEL HIRAI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7NEIL ROSE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8DAVID TODANI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
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IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0139
IRS990EZ/OtherAssetsTotal/EOY083
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal04629
IRS990EZ/PrimaryExemptPurpose0TO EDUCATE THE PUBLIC ABOUT INVESTING.
IRS990EZ/PrintingPublicationsPostage014
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1GLOBAL 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/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3INSTITUTIONAL WEALTH CONFERENCE: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses211650
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses35183
IRS990EZ/ProgramServiceRevenue093947
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
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IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 580
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0HONOLULU
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0HI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode096809
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE ORGANIZATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08086944517
IRS990EZ/TotalAssets/BOY0144908
IRS990EZ/TotalAssets/EOY0194808
IRS990EZ/TotalExpenses052648
IRS990EZ/TotalProgramServiceExpenses047388
IRS990EZ/TotalRevenue0102548
IRS990EZ/WebSite0WWW.CFAHAWAII.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0BANK INTEREST 331..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DEPRECIATION. AMOUNT: 56.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DUES & SUBCRIPTIONS. AMOUNT: 140. DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 471. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,818. DESCRIPTION: PROMOTIONAL. AMOUNT: 59. DESCRIPTION: TRAVEL. AMOUNT: 2,141. TOTAL TO FORM 990-EZ, LINE 16: 4,629.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 139. END OF YEAR AMOUNT: 83.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0870753677
ReturnHeader/Filer/Name/BusinessNameLine10CFA HAWAII
ReturnHeader/Filer/NameControl0CFAH
ReturnHeader/Filer/Phone08086944517
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 580
ReturnHeader/Filer/USAddress/City0HONOLULU
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096809
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-08-14
ReturnHeader/Officer/Name0NELSON DANG
ReturnHeader/Officer/Phone08086944517
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-08-12
ReturnHeader/PreparerFirm/EIN0943257246
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHOY & WONG CPAS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101001 BISHOP STREET SUITE 2680
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HONOLULU
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0HI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode096813
ReturnHeader/Preparer/Name0JAN SH CHOY
ReturnHeader/Preparer/Phone08085232811
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-08-14T13:57:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$194,808
Liabilities
$0
Net assets
$194,808
Revenue
$102,548
Expenses
$52,648
Net income
$49,900
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