Chartered Market Technicians Association INC

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501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 13 volunteers and 13 employees.
Status: IRS Pub. 78 · People: Part I, lines 5–6

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FY2026 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 7
filings with a surplus
Average surplus $116K a year · 4% of revenue · last 7 filings
Worth a look: a surplus in 4 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Pay to officers and key staff
$479K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 9.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$674K
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
-44% vs prior year
Spent
$1.5M
Net assets
$760K
By yearFY2020–FY2026
Revenue
$2.0M
FY2026▼ -44%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$2.6M
FY2022$2.8M
FY2023$3.0M
FY2024$2.6M
FY2025$3.6M
FY2026$2.0M
Expenses
$1.5M
FY2026▼ -47%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$2.3M
FY2022$2.6M
FY2023$3.1M
FY2024$3.1M
FY2025$2.8M
FY2026$1.5M
Net assets
$760K
FY2026▲ +257%
Tap a bar for its year
Net assets by fiscal year
FY2020−$570K
FY2021−$190K
FY2022$33K
FY2023−$64K
FY2024−$575K
FY2025$213K
FY2026$760K

From the FY2026 Form 990 (year ending June 2026) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Feb 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

15 people listed on the 990; $479K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
CEO & Executive Director
$318,750Pt VII · Sec A
Chief of Staff
$160,064Pt VII · Sec A
Abfp, Cfa, Cmt, Cfp Treasurer
$0Pt VII · Sec A
Cmt, Cfa, Secretary
$0Pt VII · Sec A
Ctp,cmt,cfte, Director
$0Pt VII · Sec A
Cfa, Cmt, Cfte, Msta, Frm,
$0Pt VII · Sec A
Cmt, Director
$0Pt VII · Sec A
Cmt, Cfa President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Jonathan T Wood$318,750$180,060$97,917$139,500——
Alvin P Kressler—$116,527$141,500$223,985$252,123$207,660
Alvin Kressler——————
Stanley a Dash—$154,891$107,800$168,700$175,923$152,325
Stanley Dash——————
Heather Higgins$160,064—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

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1 program · in their own filed words · FY2025
01

Tax exempt association activities.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2026 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$1K
Money outPt IX
$1.5M
Ln 25
Owns and owesPt X
$760K
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.4M
LiabilitiesLn 26$674K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$1K
Gains on assetsLn 7$1
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.2M
Land, buildings, equipmentLn 10c$29K
Total assetsLn 16$1.4M
LiabilitiesLn 26$674K
Net assetsLn 32$760K
OperationsPt I, VI
EmployeesI 513
VolunteersI 613
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY26End FY26
Cash and savingsLn 1–2$905K$1.2M
Land, buildings, equipmentLn 10c$15K$29K
Total assetsLn 16$1.2M$1.4M
LiabilitiesLn 26$989K$674K
Net assetsLn 32$213K$760K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$183K
Other salaries and wagesLn 7$245K
Pension plan contributionsLn 8$28K
Other employee benefitsLn 9$87K
Legal feesLn 11b$13K
Accounting feesLn 11c$51K
Other fees for servicesLn 11g$18K
Advertising and promotionLn 12$97K
Office expensesLn 13$10K
Information technologyLn 14$40K
OccupancyLn 16$182K
TravelLn 17$29K
Conferences, conventions and meetingsLn 19$107K
InsuranceLn 23$12K
Other expenses (24a–d)Ln 24$384K
All other expensesLn 24e$5K
Total functional expensesLn 25$1.5M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest Viewing $2.0M$1.5M$546K$760K 990 PDF
FY2025 $3.6M$2.8M$787K$213K 990 PDF
FY2024 $2.6M$3.1M−$511K−$575K 990 PDF
FY2023 $3.0M$3.1M−$97K−$64K 990 PDF
FY2022 $2.8M$2.6M$223K$33K 990 PDF
FY2021 $2.6M$2.3M$380K−$190K 990 PDF
FY2020 $1.7M$2.2M−$517K−$570K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2026 990 (6 parts)
Part I · Summary $2,036,678 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $2,940,612$2,041,337
I-10 Investment incomePrior year $1,196$1,276
I-11 Other revenuePrior year $683,052−$5,935
I-12 Total revenuePrior year $3,624,860$2,036,678
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,294,275$542,518
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,543,274$947,846
I-18 Total expensesPrior year $2,837,549$1,490,364
I-19 Revenue less expensesPrior year $787,311$546,314
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,036,678 across 5 lines filed
Lines not itemized here account for $59 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,041,278$2,041,278
VIII-3 Investment incomeExcluded from tax $1,275$1,275
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1$1
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$5,935−$5,935
VIII-12 Total revenueRelated to mission $2,041,337 · Unrelated business $0 · Excluded from tax −$4,659$2,036,678
Part IX · Statement of functional expenses $1,490,364 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$182,508
IX-7 Other salaries and wages$244,620
IX-8 Pension plan contributions$28,020
IX-9 Other employee benefits$87,370
IX-11b Legal fees$12,910
IX-11c Accounting fees$50,610
IX-11g Other fees for services$18,258
IX-12 Advertising and promotion$97,022
IX-13 Office expenses$9,806
IX-14 Information technology$40,312
IX-16 Occupancy$182,387
IX-17 Travel$28,559
IX-19 Conferences, conventions and meetings$107,445
IX-23 Insurance$12,204
IX-24 Other expenses (24a–d)$383,811
IX-24e All other expenses$4,522
IX-25 Total functional expenses$1,490,364
Part X · Balance sheet $1,433,811 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $905,499$1,227,673
X-4 Accounts receivableStart of year $116,845$82,668
X-9 Prepaid expenses and deferred chargesStart of year $164,625$94,458
X-10c Land, buildings and equipment, netStart of year $14,918$29,012
X-16 Total assetsStart of year $1,201,887$1,433,811
X-17 Accounts payable and accrued expensesStart of year $313,885$54,567
X-19 Deferred revenueStart of year $675,435$590,866
X-25 Other liabilitiesStart of year $0$28,553
X-26 Total liabilitiesStart of year $989,320$673,986
X-27 Net assets without donor restrictionsStart of year $212,567$759,825
X-32 Total net assets or fund balancesStart of year $212,567$759,825
X-33 Total liabilities and net assetsStart of year $1,201,887$1,433,811
Part XI · Reconciliation of net assets $759,825 net assets at year end
XI-1 Total revenue$2,036,678
XI-2 Total expenses$1,490,364
XI-3 Revenue less expenses$546,314
XI-4 Net assets at start of year$212,567
XI-8 Prior period adjustments$944
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$759,825

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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