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Hawaii · Nonprofit

CFA HAWAII

CFA HAWAII (Hawaii) receives grants from 1 organization whose IRS filings report $299,114 to it, the largest being CFA INSTITUTE ($299,114). 1 of them have funded it in more than one year.

Revenue FY2025
$165k
Funders on record
1
Grants received
$299k
Net assets
$422k
1/1 repeat funderspeak grant-dependency 77%
01What it does

What Cfa Hawaii does

Mission

To educate the public about investing.

As stated on its FY2025 Form 990-EZ.

Programs

  1. Forecast dinner: presentation by experts in the field providing continuing education to members and networking opportunities among members and experts

    $55,907 spent
    77% of program spending
  2. 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

    $10,819 spent
    15% of program spending
  3. Fireside chat: presentations by experts in the field to educate on various topics

    $6,012 spent
    8% of program spending

The 3 programs described on its FY2024 Form 990-EZ. Program spending in total: $72,738.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($123k) Expenses 100 ($111k) Net assets 100 ($268k)2019 Revenue 123 ($151k) Expenses 145 ($162k) Net assets 111 ($298k)2020 Revenue 129 ($159k) Expenses 109 ($121k) Net assets 125 ($336k)2021 Revenue 42 ($52k) Expenses 36 ($40k) Net assets 129 ($347k)2022 Revenue 33 ($40k) Expenses 60 ($66k) Net assets 120 ($321k)2023 Revenue 119 ($146k) Expenses 104 ($116k) Net assets 131 ($351k)2024 Revenue 142 ($174k) Expenses 118 ($131k) Net assets 147 ($394k)2025 Revenue 134 ($165k) Expenses 123 ($137k) Net assets 157 ($422k)
'17'19'20'21'22'23'24'25
Revenue (134)Expenses (123)Net assets (157)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $351k to $394k (+12%).

$268k
$298k
$336k
$347k
$322k
$351k
$394k
$422k
'17'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

8% of CFA HAWAII’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).

This organization
Typical peer · 12,439 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$12k
’17
−$11k
’19
$37k
’20
$11k
’21
−$26k
’22
$30k
’23
$43k
’24
$28k
’25
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 1 funder, grant income fell $47k → $16k.

Funder
'17
'18
'19
'20
'21
'22
'23
'24*
total
Cfa Instituteunclassified
$299k
funders
1
1
1
1
1
1
1
1

From the IRS filings of CFA HAWAII’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

CFA HAWAII draws 100% of its grant income from funders outside Hawaii, across 1 state in all.

VA

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Hawaii out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

CFA HAWAII runs a healthier operating margin than half of the 7,175 community improvement nonprofits its size.

Operating margin17% · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 7,175 community improvement nonprofits $100k–$1M, FY2025

Organizations like CFA HAWAII

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Hawaii

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for CFA HAWAII: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CFA HAWAII?
CFA HAWAII (Hawaii) receives grants from 1 organization whose IRS filings report $299,114 to it, the largest being CFA INSTITUTE ($299,114). 1 of them have funded it in more than one year.
How many funders does CFA HAWAII have?
IRS filings report 1 organization giving $299,114 in grants to CFA HAWAII, 1 of which have funded it in more than one year.
Who is the largest funder of CFA HAWAII?
CFA INSTITUTE is the largest funder on record, with $299,114 in grants. The full list of funders is on this page.
How can an organization like CFA HAWAII find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Hawaii. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Cfa Hawaii →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing