Nonprofit · EIN 13-2907878
CHARTERED MARKET TECHNICIANS ASSOCIATED INC
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,036,678 | $1,490,364 | $546,314 | $1,433,811 | $673,986 | $759,825 |
| June 30, 2025 | 990 | $3,624,860 | $2,837,549 | $787,311 | $1,201,887 | $989,320 | $212,567 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,041,337
- Investment income
- $1,276
- Net gain from sales of assets
- $1
- Other revenue
- -$5,935
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $182,508
- Other salaries and wages
- $244,620
- Salaries, compensation and benefits (total)
- $542,518
- Professional fundraising fees
- $0
- Legal fees
- $12,910
- Accounting fees
- $50,610
- Occupancy
- $182,387
- Travel
- $28,559
Balance sheet and other
- Total assets, start of year
- $1,201,887
- Total assets, end of year
- $1,433,811
- Total liabilities, end of year
- $673,986
- Net assets, end of year
- $759,825
- Land, buildings and equipment
- $29,012
- Net assets without donor restrictions
- $759,825
- Gross receipts
- $2,036,678
- Employees
- 13
- Volunteers
- 13
- Year formed
- 1973
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN T WOOD | CEO & EXECUTIVE DIRECTOR Officer | 40 | $318,750 | $23,560 |
| HEATHER HIGGINS | CHIEF OF STAFF Highest-paid employee | 40 | $160,064 | $47,651 |
| JOHN KOLOVOS | CMT, CFA PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KELLY CORBIERE | CMT, CFA, CFP, VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC J CAISSE | ABFP, CFA, CMT, CFP TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GINA MARTIN ADAMS | CMT, CFA, SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANANDA BHAUMIK | CTP,CMT,CFTE, DIRECTOR Trustee or director | 2 | $0 | $0 |
| AKIRA HOMMA | CFA, CMT, CFTE, MSTA, FRM, Trustee or director | 2 | $0 | $0 |
| DAMANICK DANTES | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN SHKOLNIK | CMT, DIRECTOR Trustee or director | 3 | $0 | $0 |
| JAY WOODS | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANINE GUENTHER | CMT, CFA, CFP, DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOHIT HANDA | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| CEDRIC THOMPSON | CMT, CFA DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARI WALD | CFA, CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2025: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STANLEY A DASH | DIRECTOR CMT PROGRAM Highest-paid employee | 40 | $154,891 | $42,800 |
| JONATHAN T WOOD | EXECUTIVE DIRECTOR AND CEO Officer | 40 | $180,060 | $9,389 |
| ALVIN P KRESSLER | EXECUTIVE DIRECTOR AND CEO THRU 5/2024 Officer | 40 | $116,527 | $54,855 |
| JOHN KOLOVOS | CMT, CFA PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KELLY CORBIERE | CMT, CFA, CFP, VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC J CAISSE | ABFP, CFA, CMT, CFP TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GINA MARTIN ADAMS | CMT, CFA, SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANANDA BHAUMIK | CTP,CMT,CFTE, DIRECTOR Trustee or director | 2 | $0 | $0 |
| AKIRA HOMMA | CFA, CMT, CFTE, MSTA, FRM, CIIA, CMA, DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAMANICK DANTES | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN SHKOLNIK | CMT, DIRECTOR Trustee or director | 3 | $0 | $0 |
| JAY WOODS | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANINE GUENTHER | CMT, CFA, CFP, DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOHIT HANDA | CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
| CEDRIC THOMPSON | CMT, CFA DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARI WALD | CFA, CMT, DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 115 BROADWAY FL 7, NEW YORK, NY 10006-1650
- In care of
- % ALVIN KRESSLER THE ASSOC
- Principal officer (990 for 2025)
- ERIC J CAISSE, 115 BROADWAY FL 7, NEW YORK, NY 10006
- Signed the 990
- ERIC J CAISSE, TREASURER
- Phone
- (646) 652-3300
- Return prepared by
- CONDON O'MEARA MCGINTY & DONNELLY LLP
Mission
SEE SCHEDULE O.
Program accomplishments
- TAX EXEMPT ASSOCIATION ACTIVITIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | No data |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 13-2907878
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,201,887
- Income (IRS master file)
- $3,624,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,982,712 | $3,079,894 | $1,003,079 | IRS |
| 990 | June 2022 | $2,828,887 | $2,606,014 | $915,343 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CHARTERED MARKET TECHNICIANS ASSOCIATED INC
- What is the EIN of CHARTERED MARKET TECHNICIANS ASSOCIATED INC?
- The employer identification number (EIN) of CHARTERED MARKET TECHNICIANS ASSOCIATED INC is 13-2907878.
- Is CHARTERED MARKET TECHNICIANS ASSOCIATED INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1979.
- Are donations to CHARTERED MARKET TECHNICIANS ASSOCIATED INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHARTERED MARKET TECHNICIANS ASSOCIATED INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARTERED MARKET TECHNICIANS ASSOCIATED INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTERED MARKET TECHNICIANS ASSOCIATED INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CHARTERED MARKET TECHNICIANS ASSOCIATED INC?
- The 990 for the year ended December 31, 2025 names ERIC J CAISSE.
- Who are the officers and directors of CHARTERED MARKET TECHNICIANS ASSOCIATED INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization, the highest $318,750 (JONATHAN T WOOD, CEO & EXECUTIVE DIRECTOR).
- How much revenue does CHARTERED MARKET TECHNICIANS ASSOCIATED INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,036,678, expenses of $1,490,364 and total assets of $1,433,811 at year end.
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