INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS INC (EIN 133322948) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

LINDA BERNETICH

Phone

2404046508

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS INC, founded in 1986, is a small nonprofit that reported $221K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Expenses of $189K left a modest 14% surplus.

Mission

OFFERS CERTIFICATION TO TECHNICAL ANALYSTS AROUND THE WORLD.

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $200,758

Investment Income $20,272

Other Revenue $0

TOTAL REVENUE $221,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $189,341

TOTAL EXPENSES $189,341

Year-over-Year Comparison

	2025	2024	Change
Revenue	$221,030	$264,317	-0.2%
Expenses	$189,341	$175,764	+0.1%
Net Income	$31,689	$88,553	-0.6%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WIELAND ARLT	PRESIDENT	2.00	Officer Director	$0	$0	$0
OLIVER REISS	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
ZOE BOLLINGER	VP AMERICAS	2.00	Director	$0	$0	$0
DAVID WATTS	VP EUROPE	2.00	Director	$0	$0	$0
AKIHIRO NIIMI	VP ASIA-PACIFIC	2.00	Director	$0	$0	$0
RON WILLIAM	VP MIDDLE EAST AND AFRICA	2.00	Director	$0	$0	$0
GREGOR BAUER	EXAMINATION DIRECTOR	2.00	Director	$0	$0	$0
SALEH NASSER	EDUCATION DIRECTOR	2.00	Director	$0	$0	$0
ANISAH OZLEEN OTHMAN	DIGITAL MEDIA DIRECTOR	2.00	Director	$0	$0	$0
EDDIE TOFPIK	MARKETING DIRECTOR	2.00	Director	$0	$0	$0
GIOVANNI TROMBETTA	QUANT DIRECTOR	2.00	Director	$0	$0	$0
BRUCE FRASIER	WEBSITE DIRECTOR	2.00	Director	$0	$0	$0
INDARWIJAYA RANGKUTI	MEMBERSHIP DIRECTOR	2.00	Director	$0	$0	$0
SHINJI OKADA	NONINSTITUTIONAL DIRECTOR	2.00	Director	$0	$0	$0
LINDA BERNETICH	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0

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	$221,030	$189,341	$592,527	$31,689
2024	$264,317	$175,764	$543,072	$88,553
2023	$227,418	$169,576	$456,139	$57,842
2022	$227,775	$174,533	$399,151	$53,242
2021	$209,370	$139,804	$358,935	$69,566
2020	$199,182	$148,351	$303,259	$50,831
2019	$214,917	$133,559	$241,334	$81,358
2018	$219,314	$189,974	$137,608	$29,340

INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS INC