Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: bank interest. Amount: 242.”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$346,415
Up $10,836 (+3.2%) from 2020
Net Assets
Up$346,415
Up $10,836 (+3.2%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Down$51,757
Down $106,799 (-67%) from 2020
Expenses
Down$40,921
Down $80,516 (-66%) from 2020
Net Income
Down$10,836
Down $26,283 (-71%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2020 to Sep 30, 2021
- Signed
- Mar 18, 2022
- Return Version
- 2020v4.2
- Gross Receipts
- $51,757
Mission and Program Overview
Mission
To educate the public about investing.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS | $0 | $4,947 |
| 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 | $1,077 |
| DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS | $0 | $790 |
| ETHICS TRAINING:EXPLORING REAL-LIFE CASE STUDY SITUATIONS COMMON IN INVESTMENT MANAGEMENT | $0 | $725 |
| FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS | $0 | $650 |
| UNIVERSITY RELATIONS:PROGRAM AIMED AT CREATING MEANINGFUL PARTNERSHIPS WITH LOCAL UNIVERSITIES, COLLEGES, AND THEIR PROGRAMS THROUGH ITS OUTREACH AND SPONSORSHIP PROGRAMS | $0 | $374 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAWN HARFLINGER | President/Director | - | $0 | - | - |
| KEN MILLER | Vice President/Director | - | $0 | - | - |
| DAVID OKAMOTO | Secretary/Director | - | $0 | - | - |
| AARON NGHIEM | Treasurer/Director | - | $0 | - | - |
| JENNIFER CARIAS | Director | - | $0 | - | - |
| MIKE HIRAI | Director | - | $0 | - | - |
| HOWARD HODEL | Director | - | $0 | - | - |
| ROGER KHLOPIN | Director | - | $0 | - | - |
| CHRISTINE MEDEIROS | Director | - | $0 | - | - |
| VERONICA WONG | Director | - | $0 | - | - |
| PAUL YAMASHITA | Director | - | $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
- 2022-03-18
- 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 14
“Description: depreciation. Amount: 43.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: executive director. Amount: 30,000. Description: dues & subscriptions. Amount: 598. Description: travel- western regional confernce total expenses. Amount: 150. Description: quickbooks subscription. Amount: 674. Description: administrative services. Amount: 4. Description: gifts & leis. Amount: 161. Description: board meetings. Amount: 300. Total to form 990-ez, line 16: 31,887.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: executibe director fees advance. Beg. Of year amount: 6,000. End of year amount: 3,000. Description: other depreciable assets. Beg. Of year amount: 43. End of year amount: 0.”
Raw XML Appendix183 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MIKE HIRAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | HOWARD HODEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROGER KHLOPIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CHRISTINE MEDEIROS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | VERONICA WONG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | PAUL YAMASHITA |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT/DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER/DIRECTOR |
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| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO EDUCATE THE PUBLIC ABOUT INVESTING. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | 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 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 4 | ETHICS TRAINING:EXPLORING REAL-LIFE CASE STUDY SITUATIONS COMMON IN INVESTMENT MANAGEMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 5 | UNIVERSITY RELATIONS:PROGRAM AIMED AT CREATING MEANINGFUL PARTNERSHIPS WITH LOCAL UNIVERSITIES, COLLEGES, AND THEIR PROGRAMS THROUGH ITS OUTREACH AND SPONSORSHIP PROGRAMS |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 1077 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 4 | 725 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 5 | 374 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
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| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFAHAWAII.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: BANK INTEREST. AMOUNT: 242. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: DEPRECIATION. AMOUNT: 43. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 30,000. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 598. DESCRIPTION: TRAVEL- WESTERN REGIONAL CONFERNCE TOTAL EXPENSES. AMOUNT: 150. DESCRIPTION: QUICKBOOKS SUBSCRIPTION. AMOUNT: 674. DESCRIPTION: ADMINISTRATIVE SERVICES. AMOUNT: 4. DESCRIPTION: GIFTS & LEIS. AMOUNT: 161. DESCRIPTION: BOARD MEETINGS. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 31,887. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: EXECUTIBE DIRECTOR FEES ADVANCE. BEG. OF YEAR AMOUNT: 6,000. END OF YEAR AMOUNT: 3,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 43. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | AARON NGHIEM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8083893191 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-03-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA HAWAII |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAH |
| ReturnHeader/Filer/EIN | 0 | 870753677 |
| ReturnHeader/Filer/PhoneNum | 0 | 8083893191 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 580 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HONOLULU |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | HI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 96809 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 943257246 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CHOY & WONG CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1001 BISHOP STREET SUITE 2680 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HONOLULU |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | HI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 96813 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8085232811 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-03-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAN SH CHOY |
| ReturnHeader/ReturnTs | 0 | 2022-03-18T23:06:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | AARON |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | NGHIEM |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-09-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $346,415
- Liabilities
- $0
- Net assets
- $346,415
- Revenue
- $51,757
- Expenses
- $40,921
- Net income
- $10,836