Overview

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Latest Fiscal Year

Not available

Organization Type

Grantseeker

990s

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2024
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2023
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2022
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AI Summary

CFA HAWAII is a business promotion nonprofit focused on educating the public about investing, with a filing year of 2024 and an operating budget of $58.5K against total revenue of $174.2K. Its top listed funders include CFA Institute at $363.2K (2025) and CHAMBERLIN FAMILY FOUNDATION C/O STEPHEN W & SUSAN C CHAMBERLIN at $100K (2024), though the provided figures do not support calculating whether any single funder supplied 50% or more of revenue.

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Mission Statement

TO EDUCATE THE PUBLIC ABOUT INVESTING.

Cause Areas

1
Business promotion
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Financials

2024
Revenues
$174.2K
Expenses
$131.1K
Net Income:
+$43.1K
Assets
$393.9K
Liabilities
$0
Net Assets:
+$393.9K

Financial Trends

2024
Operating Budget
$58.5K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Top Funders

Funder
Total Funding
Funding Share
CFA INSTITUTE
Charlottesville, VA, US
$350.6K
< 1%
CHAMBERLIN FAMILY FOUNDATION C/O STEPHEN W & SUSAN C CHAMBERLIN
Richmond, CA, US
$100K
17%

Grants Received

2024
Total No. of Grants
2
Median grant size
$60.6K
Largest grant received
$100K

Board & Team

T
Tray Spilker
Board Member
R
Roger Khlopin
Board Member
K
Kuan Yuan
Board Member
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  • 2 funders
  • 27 board & team members
  • 10 historic 990s & financials
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Frequently Asked Questions

What is CFA HAWAII’s budget?
In 2024, CFA HAWAII reported an annual operating budget of around $59 thousand. More detailed financial information is available to registered users.
What causes does CFA HAWAII support?
CFA HAWAII supports work in Business promotion.
Where does CFA HAWAII operate?
CFA HAWAII is headquartered in Honolulu, HI.
Who funded CFA HAWAII recently?
In 2024, CFA HAWAII received grants from CHAMBERLIN FAMILY FOUNDATION C/O STEPHEN W & SUSAN C CHAMBERLIN, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA HAWAII received in 2024?
The largest grant to CFA HAWAII in 2024 exceeds $100 thousand.