2024-06-27T21:36:57-05:00 2023-09-30 943257246 CHOY & WONG CPAS INC 1001 BISHOP STREET SUITE 2680 HONOLULU HI 96813 990EZ 2022-10-01 870753677 CFA HAWAII CFAH 8083893191 PO BOX 580 HONOLULU HI 96809 AARON NGHIEM TREASURER 8083893191 2024-06-27 1 AARON NGHIEM 1 JAN SH CHOY P00088863 8085232811 2024-06-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X WWW.CFAHAWAII.ORG X X 145782 X 15100 110570 12906 7206 145782 62481 432 53073 115986 29796 321011 0 350807 X 321716 350807 0 321716 350807 705 0 321011 350807 X TO EDUCATE THE PUBLIC ABOUT INVESTING. FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS 0 45557 DIVERSITY & INCLUSION EVENTS: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON THE IMPORTANCE OF DIVERSITY AND INCLUSION IN REACHING STRATEGIC ORGANIZATIONAL GOALS 0 3400 MEMBER MEETINGS & EDUCATION SESSIONS: CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS 0 4423 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 5166 ETHICS TRAINING:EXPLORING REAL-LIFE CASE STUDY SITUATIONS COMMON IN INVESTMENT MANAGEMENT 0 3870 UNIVERSITY RELATIONS:PROGRAM AIMED AT CREATING MEANINGFUL PARTNERSHIPS WITH LOCAL UNIVERSITIES, COLLEGES, AND THEIR PROGRAMS THROUGH ITS OUTREACH AND SPONSORSHIP PROGRAMS 0 65 62481 ROGER KHLOPIN PRESIDENT/DIRECTOR 0.50 0 0 0 VERONICA WONG VICE PRESIDENT/DIRECTOR 0.25 0 0 0 DAVID OKAMOTO SECRETARY/DIRECTOR 0.25 0 0 0 AARON NGHIEM TREASURER/DIRECTOR 0.50 0 0 0 CHRISTINE MEDEIROS DIRECTOR 0.16 0 0 0 KEN MILLER DIRECTOR 0.16 0 0 0 TRAY SPILKER DIRECTOR 0.16 0 0 0 PAUL YAMASHITA DIRECTOR 0.16 0 0 0 KUAN YUAN DIRECTOR 0.16 0 0 0 X 0 0 0 0 0 0 0 0 THE ORGANIZATION PO BOX 580 HONOLULU HI 96809 8083893191 0 0 0 0 0 0 0 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. 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.