CHARTERED MARKET TECHNICIANS ASSOCIATED INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CHARTERED MARKET TECHNICIANS ASSOCIATED INC (EIN 13-2907878)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-17
IRS object ID: 202131379349300753
Schema version: 2019v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule F
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-17T00:35:12-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133628255	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CONDON O'MEARA MCGINTY & DONNELLY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE BATTERY PARK PLAZA	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	132907878	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARTERED MARKET TECHNICIANS	BusinessNameLine1Txt
Business Name Line2	ASSOCIATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	6466523300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	115 BROADWAY FL 7	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT RICHTER	PersonNm
Person Title	EXECUTIVE DIRECTOR AND CEO	PersonTitleTxt
Phone	6466523300	PhoneNum
Signature	2021-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES J REILLY	PreparerPersonNm
PTIN	P00183769	PTIN
Phone	2126617777	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	CMT ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	ALVIN P KRESSLER III	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	115 BROADWAY FL 7	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10006	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,715,767	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.CMTASSOCIATION.ORG	WebsiteAddressTxt
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	1973	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	ATTRACT & RETAIN A MEMBERSHIP OF PROFESSIONALS DEVOTED TO THE FIELD OF TECHNICAL ANALYSIS.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	250	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$2,564,325	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,700,222	CYProgramServiceRevenueAmt
PY Investment Income	$14,975	PYInvestmentIncomeAmt
CY Investment Income	$6,985	CYInvestmentIncomeAmt
PY Other Revenue	$51,362	PYOtherRevenueAmt
CY Other Revenue	$8,560	CYOtherRevenueAmt
PY Total Revenue	$2,630,662	PYTotalRevenueAmt
CY Total Revenue	$1,715,767	CYTotalRevenueAmt
PY Grants And Similar Paid	$106,565	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$59,921	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,030,525	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,079,753	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,651,589	PYOtherExpensesAmt
CY Other Expenses	$1,092,853	CYOtherExpensesAmt
PY Total Expenses	$2,788,679	PYTotalExpensesAmt
CY Total Expenses	$2,232,527	CYTotalExpensesAmt
PY Revenues Less Expenses	-$158,017	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$516,760	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,039,864	TotalAssetsBOYAmt
Total Assets EOY	$933,039	TotalAssetsEOYAmt
Total Liabilities BOY	$1,093,061	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,502,996	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$53,197	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$569,957	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TAX EXEMPT ASSOCIATION ACTIVITIES.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	19	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	7	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	IN	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ALVIN KRESSLER THE ASSOC	PersonNm
Phone	6466523300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	115 BROADWAY FL 7	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10006	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
ALVIN KRESSLER
EXECUTIVE DIRECTOR AND CEO	40.00	Yes (X)	Yes (X)	$241,343	$0	$4,172
STANLEY DASH
DIRECTOR CMT PROGRAM	40.00			$167,183	$0	$5,950	Yes (X)
SCOTT RICHTER CMT
PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
BRETT VILLAUME CMT CAIA
VICE PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
GLEN MARTIN CMT
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
ROBERT PALLADINO CMT
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
SALMA ABDULLA CFA CMT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
JAMES BRODIE CMT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
JAMIE COUTTS CMT CFTE
DIRECTOR	3.00	Yes (X)		$0	$0	$0
AKSHAY CHINCHALKAR CMT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
STELLA OSOBA
DIRECTOR	3.00	Yes (X)		$0	$0	$0
WILLIAM KELLEHER CMT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
DAVID LUNDGREN CMT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
SAIED MOKHTARI
DIRECTOR	3.00	Yes (X)		$0	$0	$0
JOHN KOLOVOS CMT CFA
DIRECTOR	3.00	Yes (X)		$0	$0	$0
CRAIG W JOHNSON CMT CFA
PAST PRESIDENT	3.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$408,526	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$10,122	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PROMETRIC
2975 WESTCHESTER AVE SUITE 112	PURCHASE	NY	10577	TEST ADMINISTRATION	$341,195
TYLER WOOD
115 BROADWAY FL 7	NEW YORK	NY	10006	BUSINESS DEVELOPMENT WORK	$117,200

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$904,906	$904,906
ACCREDITATION FEES	900099	$749,351	$749,351
REGIONAL SEMINAR FEES	900099	$45,965	$45,965

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,700,222	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,985	TotalRevenueColumnAmt
Exclusion	$6,985	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,560	TotalRevenueColumnAmt
Exclusion	$8,560	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,715,767	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,700,222	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$15,545	ExclusionAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$59,921	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$424,498	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$433,535	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,205	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$162,492	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$49,023	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$41,154	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$57,360	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$38,462	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$99,671	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$156,039	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$146,446	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$109,749	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$69,728	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$90,270	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,314	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$24,128	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
ACCREDITATION FEES	$202,834
OTHER	$29,196
PROFESSIONAL MEMBERSHIP	$12,703
DONATIONS	$7,799

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,232,527	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$945,535	BOYAmt
EOY	$846,329	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$20,605	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$56,160	BOYAmt
EOY	$75,610	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$53,494	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$42,394	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$17,564	BOYAmt
EOY	$11,100	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,039,864	BOYAmt
EOY	$933,039	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$312,367	BOYAmt
EOY	$203,581	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$594,545	BOYAmt
EOY	$1,121,841	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$186,149	BOYAmt
EOY	$177,574	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,093,061	BOYAmt
EOY	$1,502,996	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$53,197	BOYAmt
EOY	-$569,957	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$53,197	BOYAmt
EOY	-$569,957	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,039,864	BOYAmt
EOY	$933,039	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$516,760	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	Yes (1)	SubstantiallyAllDuesNondedInd
Only In House Lobbying	0	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$53,494	OtherCostOrOtherBasisAmt
Depreciation	$42,394	DepreciationAmt
Book Value	$11,100	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$11,100	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LINE OF CREDIT	Desc
Amt	$177,574	Amt

Field	Value	IRS element (for citing)
Total Liability	$177,574	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$1,715,767	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$1,715,767	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,715,767	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,232,527	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,232,527	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,232,527	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III, LINE 4:	FormAndLineReferenceDesc
Explanation	THE COLLECTION IS HOUSED IN A SPECIAL COLLECTION AT THE NEWMAN LIBRARY AT BARUCH COLLEGE IN NEW YORK CITY. THROUGH THE PARTNERSHIP WITH BARUCH COLLEGE, THE TAEF IS ABLE TO MAKE THIS COLLECTION AVAILABLE TO A DIVERSE SET OF USERS. THE LOCATION MAKES THE COLLECTION EASILY ACCESSIBLE TO STUDENTS AND FACULTY AT BARUCH COLLEGE, WHICH GRADUATES MORE FINANCE MAJORS THAN ANY OTHER U.S. COLLEGE OR UNIVERSITY. RESEARCHERS, BOTH FACULTY AND STUDENTS, AT OTHER UNIVERSITIES CAN ACCESS THE MATERIALS THROUGH THEIR UNIVERSITY'S INTERLIBRARY LOAN PROGRAM. MEMBERS OF THE CMT ASSOCIATION MAY ARRANGE A VISIT TO THE LIBRARY OR CHECK OUT CIRCULATING ITEMS USING THEIR WEBSITE.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	INDIA	RegionTxt
Offices	1	OfficesCnt
Employee	1	EmployeeCnt
Type Of Activities Conducted	PROGRAM EXPENSES	TypeOfActivitiesConductedTxt
Specific Services Provided	MEMBER ENGAGEMENT AND BUSINESS DEVELOPMENT WITHIN INDIA, NO SALES	SpecificServicesProvidedTxt
Region Total Expenditures	$59,921	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$59,921	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$59,921	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALVIN KRESSLER
EXECUTIVE DIRECTOR AND CEO	$202,093	$0	$39,250	$0	$0	$0	$4,172	$0	$0	$0	$245,515	$0	$0	$0
STANLEY DASH
DIRECTOR CMT PROGRAM	$142,183	$0	$25,000	$0	$0	$0	$5,950	$0	$0	$0	$173,133	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III - LINE 1	THE ASSOCIATION'S MISSION IS TO: - ATTRACT AND RETAIN A MEMBERSHIP OF PROFESSIONALS DEVOTING THEIR EFFORTS TO USING AND EXPANDING THE FIELD OF TECHNICAL ANALYSIS AND SHARING THEIR BODY OF KNOWLEDGE WITH THEIR FELLOW MEMBERS. - ESTABLISH, MAINTAIN, AND ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL COMPETENCE AND ETHICS AMONG TECHNICAL ANALYSTS. - EDUCATE THE PUBLIC AND INVESTMENT COMMUNITY OF THE VALUE AND UNIVERSALITY OF TECHNICAL ANALYSIS.
FORM 990, PART VI, SECTION A, LINE 6	THE ASSOCIATION IS DERIVED FROM MEMBERSHIP, THERE ARE NO STOCKHOLDERS; WE HAVE APPROXIMATELY 4,200 MEMBERS AT THE ASSOCIATION WORLDWIDE. THE ASSOCIATION IS GOVERNED BY A 13-MEMBER BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF DIRECTORS ARE MEMBERS, HONORARY MEMBERS, AND/OR EMERITUS MEMBERS OF THE ASSOCIATION IN GOOD STANDING AS DEFINED IN SECTION C4 OF THE CONSTITUTION. A) NOT LESS THAN THIRTY (30) DAYS BEFORE THE ANNUAL MEMBERSHIP MEETING, THE NOMINATING COMMITTEE SHALL ADVISE THE SECRETARY OF THE SLATE OF CANDIDATES. THE NOMINATING COMMITTEE SHALL PRESENT ONE NAME FOR EACH ELECTIVE OFFICE. B) NOMINATIONS MAY ALSO BE MADE BY PETITION SIGNED BY NOT FEWER THAN TEN (10) PERCENT OF THE MEMBERS, HONORARY MEMBERS AND/OR EMERITUS MEMBERS IN GOOD STANDING. AFFILIATES, ACADEMIC AFFILIATES AND STUDENT AFFILIATES ARE NOT ELIGIBLE TO SUBMIT NOMINATIONS. ANY SUCH PETITIONS MUST BE FILED WITH THE SECRETARY NOT LESS THAN THIRTY (30) DAYS BEFORE THE ANNUAL MEMBERSHIP MEETING. C} THE SECRETARY SHALL MAIL OR EMAIL A NOTICE OF ALL NOMINATIONS TO ALL MEMBERS, HONORARY MEMBERS AND EMERITUS MEMBERS IN GOOD STANDING NOT LESS THAN TWENTY-FIVE (25) DAYS BEFORE THE ANNUAL MEMBERSHIP MEETING. THE CANDIDATE FOR EACH OFFICE RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE ELECTED. IN THE EVENT OF A TIE, THE BOARD OF DIRECTORS EXISTING BEFORE THE ELECTION SHALL DECIDE THE VOTE BETWEEN THE CANDIDATES WHO ARE TIED.
FORM 990, PART VI, SECTION A, LINE 7B	AMENDMENTS TO THE CONSTITUTION MAY BE PROPOSED BY THE BOARD OF DIRECTORS OR BY PETITION TO THE BOARD AND SIGNED BY NOT FEWER THAN TEN PERCENT (10%) OF THE MEMBERS, HONORARY MEMBERS AND/OR EMERITUS MEMBERS IN GOOD STANDING OF THE ASSOCIATION. AMENDMENTS MAY ALSO BE INITIATED BY THE RULES COMMITTEE IN CONSULTATION WITH OFFICERS OF THE ASSOCIATION OR WITH THE CHAIRPERSONS OF STANDING COMMITTEES. PROPOSED AMENDMENTS SHALL BE REFERRED TO THE RULES COMMITTEE, WHICH SHALL SUBMIT RECOMMENDATIONS THEREON TO THE BOARD, AFTER CONSULTATION WITH LEGAL COUNSEL, IF DEEMED NECESSARY. IF THE BOARD FINDS THE AMENDMENT(S) IN ACCORD WITH THE OBJECTIVES OF THE ASSOCIATION AND OF THE LAWS UNDER WHICH THE ASSOCIATION IS ORGANIZED, THE AMENDMENT(S) SHALL BE PLACED ON THE AGENDA OF THE NEXT ANNUAL OR SPECIAL MEMBERSHIP MEETING, AND A COPY OF THE PROPOSED AMENDMENT(S) AND A LETTER BALLOT SHALL BE INCLUDED IN THE MEETING NOTICE MAILED TO EACH MEMBER. THE ADOPTION OF AN AMENDMENT SHALL REQUIRE THE AFFIRMATIVE VOTES OF NOT LESS THAN TWO-THIRDS (2/3) OF A MAJORITY OF THE MEMBERS VOTING, AND THE TOTAL VOTE SHALL NOT BE LESS THAN TEN (10) PERCENT OF THE TOTAL VOTING MEMBERS OF THE ASSOCIATION. THE ADOPTION OF AMENDMENTS SHALL BE ANNOUNCED IN A TIMELY MANNER IN AN APPROPRIATE PUBLICATION OF THE ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR IN JUNE, A CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, BOARD MEMBERS, VOLUNTEER COMMITTEE CHAIRS, VOLUNTEER COMMITTEE MEMBERS AND ALL EMPLOYEES FOR ACKNOWLEDGEMENT AND SIGNATURE, POLICIES ARE DISTRIBUTED, TRACKED, AND FILED. ANY EXCEPTIONS ARE THEN SENT TO THE "MTA ETHICS COMMITTEE" COMPRISED OF TWO BOARD MEMBERS, PHILLIP ERLANGER AND CARSON DAHLBERG FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS AFTER A PERSONNEL EVALUATION IS PERFORMED. COMPENSATION IS REVIEWED IN LIGHT OF PERFORMANCE AND COMPARABLE PAY OF SIMILAR NON-PROFIT ASSOCIATION'S EXECUTIVE DIRECTORS. THE EXECUTIVE DIRECTOR REVIEWS AND SETS ALL COMPENSATION OF OTHER EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19	OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE LOCATED ON THE ASSOCIATION'S WEBSITE (WWW.CMTASSOCIATION.ORG) FOR OUR MEMBERS AND THE PUBLIC. AN ANNOUNCEMENT IS PLACED OF THE ORGANIZATION'S FINANCIAL CONDITION ON OUR "TECHNICALLY SPEAKING" NEWSLETTER FOR MEMBERS AND TO THE PUBLIC, ALL QUESTIONS ARE DIRECTED TO THE CONTROLLER.