CHARTERED MARKET TECHNICIANS ASSOCIATION INC (EIN 132907878) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

ERIC J CAISSE

Phone

6466523300

Tax Period

2024-07-01 to 2025-06-30

CHARTERED MARKET TECHNICIANS ASSOCIATION INC, founded in 1973, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $787K, a strong 22% operating margin.

Mission

ATTRACT & RETAIN A MEMBERSHIP OF PROFESSIONALS DEVOTED TO THE FIELD OF TECHNICAL ANALYSIS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,940,612

Investment Income $1,196

Other Revenue $683,052

TOTAL REVENUE $3,624,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,294,275

Fundraising Expenses $0

Other Expenses $1,543,274

TOTAL EXPENSES $2,837,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,624,860	$2,555,130	+0.4%
Expenses	$2,837,549	$3,066,023	-0.1%
Net Income	$787,311	$-510,893	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$360,831

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KOLOVOS	CMT, CFA PRESIDENT	3.00	Officer Director	$0	$0	$0
KELLY CORBIERE	CMT, CFA, CFP, VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIC J CAISSE	ABFP, CFA, CMT, CFP TREASURER	2.00	Officer Director	$0	$0	$0
GINA MARTIN ADAMS	CMT, CFA, SECRETARY	2.00	Officer Director	$0	$0	$0
ANANDA BHAUMIK	CTP,CMT,CFTE, DIRECTOR	2.00	Director	$0	$0	$0
AKIRA HOMMA	CFA, CMT, CFTE, MSTA, FRM, CIIA, CMA, DIRECTOR	2.00	Director	$0	$0	$0
DAMANICK DANTES	CMT, DIRECTOR	2.00	Director	$0	$0	$0
DAN SHKOLNIK	CMT, DIRECTOR	3.00	Director	$0	$0	$0
JAY WOODS	CMT, DIRECTOR	2.00	Director	$0	$0	$0
JANINE GUENTHER	CMT, CFA, CFP, DIRECTOR	2.00	Director	$0	$0	$0
MOHIT HANDA	CMT, DIRECTOR	2.00	Director	$0	$0	$0
CEDRIC THOMPSON	CMT, CFA DIRECTOR	2.00	Director	$0	$0	$0
ARI WALD	CFA, CMT, DIRECTOR	2.00	Director	$0	$0	$0
ALVIN P KRESSLER	EXECUTIVE DIRECTOR AND CEO THRU 5/2024	40.00	Officer	$116,527	$54,855	$171,382
JONATHAN T WOOD	EXECUTIVE DIRECTOR AND CEO	40.00	Officer	$180,060	$9,389	$189,449
STANLEY A DASH	DIRECTOR CMT PROGRAM	40.00	Highest	$154,891	$42,800	$197,691

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,624,860	$2,837,549	$1,201,887	$787,311
2024	$2,555,130	$3,066,023	$544,064	$-510,893
2023	$2,982,712	$3,079,894	$1,003,079	$-97,182
2022	$2,828,887	$2,606,014	$915,343	$222,873
2021	$2,640,988	$2,260,573	$963,597	$380,415
2020	$1,715,767	$2,232,527	$933,039	$-516,760
2019	$2,630,662	$2,788,679	$1,039,864	$-158,017

CHARTERED MARKET TECHNICIANS ASSOCIATION INC