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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 87-0753677

CFA HAWAII

Tax-exempt · HONOLULU, HI 96809

Financials

$146K$116K2022$174K$131K2023$165K$137K2024
Revenue Expenses · by fiscal year end
Financials of CFA HAWAII by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-EZ$164,647$137,072$27,575$421,510$0$421,510
September 30, 2024990-EZ$174,214$131,086$43,128$393,935$0$393,935
September 30, 2023990-EZ$145,782$115,986$29,796$350,807$0$350,807
Financial details: 990-EZ for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$12,000
Membership dues
$14,254
Program service revenue
$121,804
Investment income
$16,589

Expenses

Benefits paid to members
$75,228
Compensation of officers, directors and key employees
$0
Printing, publications and postage
$474
Other expenses
$61,370
Program services (functional)
$72,738

Balance sheet and other

Total assets, start of year
$393,935
Total assets, end of year
$421,510
Total liabilities, end of year
$0
Net assets, end of year
$421,510
Cash, savings and investments
$421,510
Gross receipts
$164,647

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROGER KHLOPINDIRECTOR0.16$0
CHRISTINE MEDEIROSDIRECTOR0.16$0
BRENT CURLOWDIRECTOR0.16$0
DAWN HARFLINGERDIRECTOR0.16$0
STEVE RODGERSDIRECTOR0.16$0
VERONICA WONGPRESIDENT/DIRECTOR0.5$0
TRAY SPILKERSECRETARY/DIRECTOR0.25$0
AARON NGHIEMTREASURER/DIRECTOR0.5$0
DAVID OKAMOTOVICE PRESIDENT/DIRECTOR0.25$0
990-EZ for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensation
ROGER KHLOPINPRESIDENT/DIRECTOR0.5$0
VERONICA WONGVICE PRESIDENT/DIRECTOR0.25$0
DAVID OKAMOTOSECRETARY/DIRECTOR0.25$0
AARON NGHIEMTREASURER/DIRECTOR0.5$0
CHRISTINE MEDEIROSDIRECTOR0.16$0
BRENT CURLOWDIRECTOR0.16$0
DAWN HARFLINGERDIRECTOR0.16$0
KUAN YUANDIRECTOR0.16$0
STEVE RODGERSDIRECTOR0.16$0
TRAY SPILKERDIRECTOR0.16$0
990-EZ for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensation
ROGER KHLOPINPRESIDENT/DIRECTOR0.5$0
VERONICA WONGVICE PRESIDENT/DIRECTOR0.25$0
DAVID OKAMOTOSECRETARY/DIRECTOR0.25$0
AARON NGHIEMTREASURER/DIRECTOR0.5$0
CHRISTINE MEDEIROSDIRECTOR0.16$0
KEN MILLERDIRECTOR0.16$0
TRAY SPILKERDIRECTOR0.16$0
PAUL YAMASHITADIRECTOR0.16$0
KUAN YUANDIRECTOR0.16$0

Address and contacts

Address (IRS master file)
PO BOX 580, HONOLULU, HI 96809-0580
In care of
% DIANA WEHRLY
Signed the 990-EZ
AARON NGHIEM, TREASURER
Phone
(808) 389-3191
Return prepared by
CHOY & WONG CPAS INC

Mission

TO EDUCATE THE PUBLIC ABOUT INVESTING.

990-EZ for the year ended September 30, 2025

Program accomplishments

  • FORECAST DINNER: PRESENTATION BY EXPERTS IN THE FIELD PROVIDING CONTINUING EDUCATION TO MEMBERS AND NETWORKING OPPORTUNITIES AMONG MEMBERS AND EXPERTS
    Expenses $55,907
  • 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
    Expenses $10,819
  • FIRESIDE CHAT: PRESENTATIONS BY EXPERTS IN THE FIELD TO EDUCATE ON VARIOUS TOPICS
    Expenses $6,012

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-EZ on file
2023September 30, 2024February 18, 2025990-EZ on file

File the 2025 990-EZ for CFA HAWAII

Due February 16, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
87-0753677
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2006
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$421,510
Income (IRS master file)
$164,647

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZSeptember 2025$164,647$137,072$421,510XML
990-EZSeptember 2024$174,214$131,086$393,935XML
990-EZSeptember 2023$145,782$115,986$350,807XML
990-EZSeptember 2022–––IRS
990-EZSeptember 2021–––IRS
990-EZSeptember 2020–––IRS
990-EZSeptember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0753677).

Questions about CFA HAWAII

What is the EIN of CFA HAWAII?
The employer identification number (EIN) of CFA HAWAII is 87-0753677.
Is CFA HAWAII tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2006.
Are donations to CFA HAWAII tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA HAWAII file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CFA HAWAII due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CFA HAWAII last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
Who are the officers and directors of CFA HAWAII?
The 990-EZ for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does CFA HAWAII have?
On its 990-EZ for the year ended September 30, 2025 it reported revenue of $164,647, expenses of $137,072 and total assets of $421,510 at year end.

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