Chartered Market Technicians Associated Inc

Chartered Market Technicians Associated Inc frequently operates at a deficit, with liabilities now exceeding assets.

EIN: 132907878 · New York, NY · Updated: 2026-03-28

$2.6MRevenue
$544KAssets
55/100Mission Score (Fair)
Chartered Market Technicians Associated Inc Financial Summary
MetricValue
Total Revenue$2.6M
Total Expenses$3.1M
Program Spending70%
CEO/Top Officer Pay$2
Net Assets$-63,851
Transparency Score55/100

Is Chartered Market Technicians Associated Inc Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
ModerateTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Chartered Market Technicians Associated Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Chartered Market Technicians Associated Inc

Chartered Market Technicians Associated Inc (EIN: 132907878) is a nonprofit organization based in New York, NY. The organization reported total revenue of $2.6M and total assets of $544K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Chartered Market Technicians Associated Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

47Years Operating
Mid-SizeSize Classification
12Years of Filings
MixedRevenue Trajectory

Chartered Market Technicians Associated Inc is a mid-size nonprofit that has been operating for 47 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$3.0M
Total Expenses$3.1M
Surplus / Deficit$-97,182
Total Assets$1.0M
Total Liabilities$1.1M
Net Assets$-63,851
Operating Margin-3.3%
Debt-to-Asset Ratio106.4%
Months of Reserves3.9 months

Financial Health Grade: C

In 2023, Chartered Market Technicians Associated Inc reported a deficit of $97K with expenses exceeding revenue, holds 3.9 months of operating reserves (adequate), has a debt-to-asset ratio of 106.4% (high leverage).

Financial Trends

Over 12 years of filings (2011–2023), Chartered Market Technicians Associated Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023+5.4%+18.2%+9.6%
2022+7.1%+15.3%-5.0%
2021+53.9%+1.3%+3.3%
2020-34.8%-19.9%-10.3%
2019+16.7%+15.2%-7.4%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1979

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Chartered Market Technicians Associated Inc (CMTA) demonstrates a fluctuating financial performance over the past decade. In the most recent filing (202306), the organization reported expenses exceeding revenue by approximately $97,000 ($3,079,894 in expenses vs. $2,982,712 in revenue), continuing a trend seen in several prior years (e.g., 202006, 201906, 201806). This indicates a pattern of operating at a deficit, which could impact long-term sustainability if not addressed. The organization's assets have also shown variability, peaking around $1.7 million in 201506 and currently standing at $1,003,079 in 202306, while liabilities have increased significantly from zero in earlier years to $1,066,930 in 202306, exceeding current assets. This suggests a reliance on debt or deferred revenue. Regarding spending efficiency, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to provide a precise assessment. However, the consistent reporting of 0% officer compensation across all available filings suggests a potential for high efficiency in executive overhead, or that executive compensation is reported under other expense categories. The organization's financial health appears somewhat precarious due to the recurring deficits and increasing liabilities. Transparency is generally good given the availability of multiple years of 990 filings, but a more granular breakdown of expenses would enhance understanding of their operational efficiency. Overall, CMTA exhibits a pattern of spending slightly more than it earns in many periods, leading to a build-up of liabilities. While the lack of reported officer compensation is notable, a deeper dive into their functional expense allocation is needed to fully assess spending efficiency. The organization's financial stability warrants close monitoring given the recent trends in revenue, expenses, and liabilities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Chartered Market Technicians Associated Inc with a Mission Score of 55 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Chartered Market Technicians Associated Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$3.0MTotal Revenue
$3.1MTotal Expenses
$1.0MTotal Assets
$1.1MTotal Liabilities
$-63,851Net Assets
  • The organization reported a deficit of $97K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 106.4%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, which is highly unusual for an organization of its size with revenues exceeding $2 million. This suggests either a volunteer-led executive team or that executive compensation is categorized under other expense lines, which could obscure true administrative costs.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Chartered Market Technicians Associated Inc's IRS 990 filings:

  • Recurring operating deficits (e.g., $97,182 in 202306, $516,760 in 202006).
  • Liabilities ($1,066,930 in 202306) exceeding assets ($1,003,079) in the most recent filing.
  • Significant increase in liabilities from $0 in 201706 to over $1 million in 202306.
  • Unusual consistent reporting of 0% officer compensation for an organization of this size.

Strengths

The following positive indicators were identified for Chartered Market Technicians Associated Inc:

  • Consistent revenue generation above $2 million in most years.
  • Long history of IRS 990 filings (12 filings), indicating transparency in reporting.
  • No reported officer compensation, potentially indicating a highly efficient executive structure or volunteer leadership.

Frequently Asked Questions about Chartered Market Technicians Associated Inc

Is Chartered Market Technicians Associated Inc a legitimate charity?

Chartered Market Technicians Associated Inc (EIN: 132907878) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 55/100. It has 12 years of IRS 990 filings on record. Total revenue: $2.6M. 4 red flags identified. 3 strengths noted. Financial health grade: C.

How does Chartered Market Technicians Associated Inc spend its money?

Chartered Market Technicians Associated Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Chartered Market Technicians Associated Inc tax-deductible?

Chartered Market Technicians Associated Inc is registered as a tax-exempt nonprofit (EIN: 132907878). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Chartered Market Technicians Associated Inc CEO make?

Chartered Market Technicians Associated Inc's highest-compensated officer earns $2 annually. The organization reported $2.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Chartered Market Technicians Associated Inc's spending goes to programs?

Chartered Market Technicians Associated Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

Where is Chartered Market Technicians Associated Inc located?

Chartered Market Technicians Associated Inc is headquartered in New York, New York and files with the IRS under EIN 132907878.

How many years of IRS 990 filings does Chartered Market Technicians Associated Inc have?

Chartered Market Technicians Associated Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.6M in total revenue.

Why does the organization consistently report 0% officer compensation?

The consistent reporting of 0% officer compensation across all 12 filings is highly unusual for an organization with revenues consistently above $2 million. This could indicate a volunteer-led executive team, or that executive compensation is reported under other expense categories, which would impact the transparency of administrative costs.

What is the detailed breakdown of program, administrative, and fundraising expenses?

The provided data does not offer a detailed functional expense breakdown. Without this, it is difficult to accurately assess the organization's spending efficiency and how much of its budget directly supports its mission versus overhead.

Why have liabilities increased significantly and now exceed assets?

Liabilities have grown from $0 in 201706 to $1,066,930 in 202306, while assets are $1,003,079. This trend, coupled with recurring operating deficits (e.g., $97,182 deficit in 202306), suggests the organization may be relying on debt or deferred revenue to cover operational costs, which could pose a financial risk.

What is the plan to address the recurring operating deficits?

The organization has operated at a deficit in multiple recent periods (e.g., 202306, 202006, 201906, 201806). A clear strategy for achieving financial sustainability and ensuring revenues consistently cover expenses would be beneficial.

Filing History

IRS 990 filing history for Chartered Market Technicians Associated Inc showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2023), Chartered Market Technicians Associated Inc's revenue has grown by 32.1%, moving from $2.3M to $3.0M. Total assets decreased by 35.4% over the same period, from $1.6M to $1.0M. Total functional expenses rose by 35%, from $2.3M to $3.1M. In its most recent filing year (2023), Chartered Market Technicians Associated Inc reported a deficit of $97K, with expenses exceeding revenue. The organization holds $1.1M in liabilities against $1.0M in assets (debt-to-asset ratio: 106.4%), resulting in net assets of $-63,851.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $3.0M $3.1M $1.0M $1.1M View 990
2022 $2.8M $2.6M $915K $882K View 990
2021 $2.6M $2.3M $964K $1.2M
2020 $1.7M $2.2M $933K $1.5M
2019 $2.6M $2.8M $1.0M $1.1M View 990
2018 $2.3M $2.4M $1.1M $1.0M View 990
2017 $2.3M $2.4M $1.3M $0 View 990
2016 $2.1M $2.4M $1.4M $0 View 990
2015 $2.0M $2.2M $1.7M $0 View 990
2013 $2.1M $2.2M $1.1M $0 View 990
2012 $2.2M $2.3M $1.4M $0 View 990
2011 $2.3M $2.3M $1.6M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $3.0M, expenses of $3.1M, and assets of $1.0M (revenue +5.4% year-over-year).
  • 2022: Revenue of $2.8M, expenses of $2.6M, and assets of $915K (revenue +7.1% year-over-year).
  • 2021: Revenue of $2.6M, expenses of $2.3M, and assets of $964K (revenue +53.9% year-over-year).
  • 2020: Revenue of $1.7M, expenses of $2.2M, and assets of $933K (revenue -34.8% year-over-year).
  • 2019: Revenue of $2.6M, expenses of $2.8M, and assets of $1.0M (revenue +16.7% year-over-year).
  • 2018: Revenue of $2.3M, expenses of $2.4M, and assets of $1.1M (revenue -0.8% year-over-year).
  • 2017: Revenue of $2.3M, expenses of $2.4M, and assets of $1.3M (revenue +7.9% year-over-year).
  • 2016: Revenue of $2.1M, expenses of $2.4M, and assets of $1.4M (revenue +7.3% year-over-year).
  • 2015: Revenue of $2.0M, expenses of $2.2M, and assets of $1.7M (revenue -7.8% year-over-year).
  • 2013: Revenue of $2.1M, expenses of $2.2M, and assets of $1.1M (revenue -1.3% year-over-year).
  • 2012: Revenue of $2.2M, expenses of $2.3M, and assets of $1.4M (revenue -4.5% year-over-year).
  • 2011: Revenue of $2.3M, expenses of $2.3M, and assets of $1.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Chartered Market Technicians Associated Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Chartered Market Technicians Associated Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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