Chartered Market Technicians Association Inc
Nonprofit profile at a glance
- EIN
- 132907878
- IRS 990 coverage
- 2009–2025
- Forms available
- Form 990 2025
- Location
- New York, NY, USA
- Phone
- 6466523300
- Rating confidence
- Limited
Reported finances
- Revenue
- $2,036,678
- Expenses
- $1,490,364
- Assets
- $1,433,811
- Liabilities
- $673,986
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- JOHN KOLOVOS (CMT, CFA PRESIDENT)
- KELLY CORBIERE (CMT, CFA, CFP, VICE PRESIDENT)
- JONATHAN T WOOD (CEO & EXECUTIVE DIRECTOR)
Highest reported compensation
- JONATHAN T WOOD (CEO & EXECUTIVE DIRECTOR): $342,310 total reported compensation
- HEATHER HIGGINS (CHIEF OF STAFF): $207,715 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o.
What it reported doing in 2025
Tax exempt association activities.
Operating model
- Revenue model
- Other-operating. 100% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 43
- Accountability: 86
- Sustainability: 49
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: Scored; rating input score 0
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 26.8%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 0.96; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0.47; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 36.9%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.8% per year; rating input score 100; 15th percentile among comparable filings
- Asset growth: -2.9% per year; rating input score 0; 5th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 13 of 13 board members independent · 6 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $342K · 15 people listed · 1 of 6 pay-setting controls reported
- Consistency: 11 of 11 current checks pass
- Schedules: 6 filed schedules · includes foreign activity and executive pay
- Filing history: 11 filing years from 2009 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Foreign activity oversight scored 0/100.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
- High — Sustainability: Officer compensation ratio scored 4/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.