Civic Intelligence

Cfa Hawaii

990EZ • Fiscal year 2022 • EIN 87-0753677

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 10, 2023

PO Box 580Honolulu, HI 96809

(808) 389-3191

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-7.3%

Faster asset growth than 34% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$321,716

Down $25,349 (-7.3%) from 2021

Net Assets

Down

$321,012

Down $26,053 (-7.5%) from 2021

Liabilities

Up

$704

Up $704 from 2021

Revenue

Down

$40,252

Down $11,505 (-22%) from 2021

Expenses

Up

$66,305

Up $26,034 (+65%) from 2021

Net Income

Down

-$26,053

Down $37,539 (-327%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$321,716
Liabilities$704
Net Assets$321,012

Operations Trend

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

2022

Revenue$40,252
Expenses$66,305
Net Income-$26,053
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 10, 2023
Return Version
2021v4.2
Gross Receipts
$40,252
Mission and Program Overview

Mission

To educate the public about investing.

Program Services

DescriptionGrantsExpenses
MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS$0$5,714
UNIVERSITY RELATIONS:PROGRAM AIMED AT CREATING MEANINGFUL PARTNERSHIPS WITH LOCAL UNIVERSITIES, COLLEGES, AND THEIR PROGRAMS THROUGH ITS OUTREACH AND SPONSORSHIP PROGRAMS$0$803
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$334
DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS$0$305
FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS$0$88
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN MILLERPresident/Director-$0--
ROGER KHLOPINVice President/Director-$0--
DAVID OKAMOTOSecretary/Director-$0--
AARON NGHIEMTreasurer/Director-$0--
CHRISTINE MEDEIROSDirector-$0--
DAWN HARFLINGERDirector-$0--
JIM MILLERDirector-$0--
VERONICA WONGDirector-$0--
PAUL YAMASHITADirector-$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
2023-08-10
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: 48.

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

Description: executive director. Amount: 42,000. Description: travel- western regional confernce total expenses. Amount: 11,706. Description: board meetings. Amount: 41. Description: entertainment meal. Amount: 1,611. Description: supplies. Amount: 36. Description: dues & subscription. Amount: 1,337. Total to form 990-ez, line 16: 56,731.

Form 990-ez, Part II, Line 24 - Other Assets

Description: executive director fees advance. Beg. Of year amount: 3,000. End of year amount: 0. Description: catering deposit. Beg. Of year amount: 650. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: misc payable. Beg. Of year amount: 0. End of year amount: 704.

Raw XML Appendix168 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER KHLOPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID OKAMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON NGHIEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE MEDEIROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAWN HARFLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VERONICA WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL YAMASHITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056731
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE THE PUBLIC ABOUT INVESTING.
IRS990EZ/PrintingPublicationsPostageAmt0502
IRS990EZ/ProgramServiceRevenueAmt01381
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/DescriptionProgramSrvcAccomTxt2MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CFA 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/DescriptionProgramSrvcAccomTxt4UNIVERSITY 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/ProgramServiceExpensesAmt4803
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt07244
IRS990EZ/TotalRevenueAmt040252
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFAHAWAII.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 42,000. DESCRIPTION: TRAVEL- WESTERN REGIONAL CONFERNCE TOTAL EXPENSES. AMOUNT: 11,706. DESCRIPTION: BOARD MEETINGS. AMOUNT: 41. DESCRIPTION: ENTERTAINMENT MEAL. AMOUNT: 1,611. DESCRIPTION: SUPPLIES. AMOUNT: 36. DESCRIPTION: DUES & SUBSCRIPTION. AMOUNT: 1,337. TOTAL TO FORM 990-EZ, LINE 16: 56,731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EXECUTIVE DIRECTOR FEES ADVANCE. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 0. DESCRIPTION: CATERING DEPOSIT. BEG. OF YEAR AMOUNT: 650. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISC PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 704.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0AARON NGHIEM
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ReturnHeader/BusinessOfficerGrp/PhoneNum08083893191
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-10
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ReturnHeader/Filer/EIN0870753677
ReturnHeader/Filer/PhoneNum08083893191
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 580
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096809
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/PreparationDt02023-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN SH CHOY
ReturnHeader/ReturnTs02023-08-10T16:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NGHIEM
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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