Civic Intelligence

Cfa Hawaii

990EZ • Fiscal year 2023 • EIN 87-0753677

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 27, 2024

Organization ProfileWWW.CFAHAWAII.ORG
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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

20%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

9.0%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

262%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$350,807

Up $29,091 (+9.0%) from 2022

Net Assets

Up

$350,807

Up $29,795 (+9.3%) from 2022

Liabilities

Down

$0

Down $704 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin82nd percentile

Revenue

Up

$145,782

Up $105,530 (+262%) from 2022

Expenses

Up

$115,986

Up $49,681 (+75%) from 2022

Net Income

Up

$29,796

Up $55,849 (+214%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$350,807
Liabilities$0
Net Assets$350,807
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$145,782
Expenses$115,986
Net Income$29,796
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 27, 2024
Return Version
2022v5.0
Gross Receipts
$145,782
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$45,557
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$5,166
MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS$0$4,423
ETHICS TRAINING:EXPLORING REAL-LIFE CASE STUDY SITUATIONS COMMON IN INVESTMENT MANAGEMENT$0$3,870
DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS$0$3,400
UNIVERSITY RELATIONS:PROGRAM AIMED AT CREATING MEANINGFUL PARTNERSHIPS WITH LOCAL UNIVERSITIES, COLLEGES, AND THEIR PROGRAMS THROUGH ITS OUTREACH AND SPONSORSHIP PROGRAMS$0$65
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER KHLOPINPresident/Director-$0--
VERONICA WONGVice President/Director-$0--
DAVID OKAMOTOSecretary/Director-$0--
AARON NGHIEMTreasurer/Director-$0--
CHRISTINE MEDEIROSDirector-$0--
KEN MILLERDirector-$0--
TRAY SPILKERDirector-$0--
PAUL YAMASHITADirector-$0--
KUAN YUANDirector-$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
2024-06-27
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: 30. Description: dividend income. Amount: 7,176. Total included on form 990-ez, line 4: 7,206.”

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

“Description: executive director. Amount: 33,000. Description: dues & subscriptions. Amount: 2,159. Description: travel- western regional confernce total expenses. Amount: 12,583. Description: board meetings. Amount: 1,962. Description: bank charges. Amount: 33. Description: promotional. Amount: 1,154. Description: entertainment meal. Amount: 2,163. Description: parking. Amount: 19. Total to form 990-ez, line 16: 53,073.”

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

“Description: misc payable. Beg. Of year amount: 705. End of year amount: 0.”

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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER KHLOPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID OKAMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON NGHIEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE MEDEIROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRAY SPILKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL YAMASHITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KUAN YUAN
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
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053073
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE THE PUBLIC ABOUT INVESTING.
IRS990EZ/PrintingPublicationsPostageAmt0432
IRS990EZ/ProgramServiceRevenueAmt0110570
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/DescriptionProgramSrvcAccomTxt4ETHICS TRAINING:EXPLORING REAL-LIFE CASE STUDY SITUATIONS COMMON IN INVESTMENT MANAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5UNIVERSITY 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/ProgramServiceExpensesAmt13400
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt43870
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0115986
IRS990EZ/TotalProgramServiceExpensesAmt062481
IRS990EZ/TotalRevenueAmt0145782
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFAHAWAII.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 30. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 7,176. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 33,000. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 2,159. DESCRIPTION: TRAVEL- WESTERN REGIONAL CONFERNCE TOTAL EXPENSES. AMOUNT: 12,583. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,962. DESCRIPTION: BANK CHARGES. AMOUNT: 33. DESCRIPTION: PROMOTIONAL. AMOUNT: 1,154. DESCRIPTION: ENTERTAINMENT MEAL. AMOUNT: 2,163. DESCRIPTION: PARKING. AMOUNT: 19. TOTAL TO FORM 990-EZ, LINE 16: 53,073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MISC PAYABLE. BEG. OF YEAR AMOUNT: 705. END OF YEAR AMOUNT: 0.
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 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.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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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/SignatureDt02024-06-27
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ReturnHeader/Filer/EIN0870753677
ReturnHeader/Filer/PhoneNum08083893191
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ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
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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/PreparationDt02024-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN SH CHOY
ReturnHeader/ReturnTs02024-06-27T21:36:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NGHIEM
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,807
Liabilities
$0
Net assets
$350,807
Revenue
$145,782
Expenses
$115,986
Net income
$29,796
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