Form 990 for tax year 2022
Filed by INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS.
Totals
- Total revenue
- $227,775
- Total expenses
- $174,533
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $223,832
- Investment income
- $2,176
- Other revenue
- $1,767
- Total assets, end of year
- $399,151
- Total liabilities, end of year
- $9,509
- Net assets or fund balances, end of year
- $389,642
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: DUES
total $111,830 · related or exempt $111,830
-
2b · Program service revenue: CERTIFICATION
total $108,775 · related or exempt $108,775
-
2c · Program service revenue: ANNUAL CONFERENCE
total $3,227 · related or exempt $3,227
-
3 · Investment income
total $2,176 · excluded $2,176
-
5 · Royalties
total $1,767 · excluded $1,767
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $17,915
-
11c · Fees: accounting
total $2,600
-
12 · Advertising and promotion
total $3,911
-
13 · Office expenses
total $9,440
-
14 · Information technology
total $30,291
-
19 · Conferences, conventions and meetings
total $1,214
-
23 · Insurance
total $1,321
-
24a · Other expenses: CERTIFICATIONS
total $54,529
-
24b · Other expenses: JOURNAL
total $16,293
-
24c · Other expenses: BOARD OF DIRECTORS
total $13,510
-
24d · Other expenses: IFTA UPDATE
total $9,041
-
24e · All other expenses
total $14,468
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $82,532 · end of year $119,781
-
2 · Savings and temporary cash investments
beginning of year $274,385 · end of year $276,560
-
4 · Accounts receivable
beginning of year $800 · end of year $1,000
-
9 · Prepaid expenses and deferred charges
beginning of year $1,218 · end of year $1,810
-
17 · Accounts payable and accrued expenses
beginning of year $4,663 · end of year $8,669
-
19 · Deferred revenue
beginning of year $149 · end of year $840
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
IFTA IS A NON-PROFIT FEDERATION OF 24 SOCIETIES WHO INDIVIDUALLY AND JOINTLY DEDICATE THEMSELVES TO:RESEARCH, EDUCATION, CAMARADERIE AND DISSEMINATION OF TECHNICAL ANALYSIS OF WORLD MARKETS. PROMOTION OF THE HIGHEST STANDARDS OF PROFESSIONAL CONDUCT, INTERNATIONAL COOPERATION AND SCHOLARSHIP BETWEEN ALL ITS MEMBER AND DEVELOPING SOCIETIES WITHIN ALL ARENAS OF TECHNICAL ANALYSIS.PROVIDING CENTRALIZED INTERNATIONAL EXCHANGE FOR INFORMATION AND DATA OF VARIOUS FINANCIAL CENTERS WHILE RESPECTING INDIVIDUAL COUNTRY AND SOCIETY BUSINESS PRACTICES, LEGAL STRUCTURES AND CUSTOMS.ENCOURAGING THE STANDARDIZATION OF EDUCATION AND TESTING OF ITS CONSTITUENT MEMBERS IN TECHNICAL ANALYSIS, MAKING SURE THAT EACH INDIVIDUAL COUNTRY'S SECURITY ANALYST LICENSING, LEGAL AND LANGUAGE/COMMUNICATION PRIORITIES CONTINUE TO BE INDIVIDUALLY ACCEPTED.FOSTERING THE ESTABLISHMENT OF INDIVIDUAL SOCIETIES OF TECHNICAL ANALYSTS WITHOUT BIAS IN REGARD TO RACE, CREED, OR RELIGION.
Activities or mission (Part I)
GLOBAL ORGANIZATION OF MARKET ANALYSIS SOCIETIES IN 22 COUNTRIES. OFFERS CERTIFICATION TO TECHNICAL ANALYSTS AROUND THE WORLD.
-
IFTA SPONSORS 3 LEVELS OF CERTIFICATIONS: CERTIFIED FINANCIAL TECHNICIAN LEVELS I AND II AND THE MASTER OF FINANCIAL TECHNICAL ANALYSTS. OVER 200 PEOPLE TAKE THE EXAMINATIONS ANNUALLY.
-
PRODUCES THE IFTA JOURNAL ANNUALLY. PROVIDES A WEALTH OF RESOURCE MATERIAL ON A DIVERSE RANGE OF TOPICS RELATES TO TECHNICAL ANALYSIS IN MANY ARENAS.
-
PRODUCE NEWSLETTERS, CONDUCT WEBINARS, AND PARTICIPATE IN THE ANNUAL CONFERENCE THAT ASSISTS IN DISSEMINATING PERTINENT INFORMATION CONCERNING TECHNICAL ANALYSIS PROFESSIONS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Wieland ArltWIELAND ARLT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 12
-
Karin RollerKARIN ROLLER
TREASURER
- Total calculated
- $0
- Hours/week
- 12
-
Warren MurnaneWARREN MURNANE
SECRETARY, MEMBERSHIP DIRE
- Total calculated
- $0
- Hours/week
- 12
-
Bruce FraserBRUCE FRASER
VP AMERICAS
- Total calculated
- $0
- Hours/week
- 12
-
Clive LambertCLIVE LAMBERT
VP EUROPE
- Total calculated
- $0
- Hours/week
- 12
-
Hiwon YoonHIWON YOON
VP ASIA-PACIFIC
- Total calculated
- $0
- Hours/week
- 12
-
Ayman WakedAYMAN WAKED
VP MIDDLE EAST AND AFRICA
- Total calculated
- $0
- Hours/week
- 12
-
Gregor BauerGREGOR BAUER
EXAMINATION DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Saleh NasserSALEH NASSER
EDUCATION DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Tamer Gamal Eldin HassanTAMER GAMAL ELDIN HASSAN
WEBSITE DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Eddie TofpikEDDIE TOFPIK
MARKETING DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Giovanni TrombettaGIOVANNI TROMBETTA
QUANT DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Alessandro GreppiALESSANDRO GREPPI
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Indarwijaya RangkutiINDARWIJAYA RANGKUTI
DEVELOPMENT DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Yukitoshi HigashinoYUKITOSHI HIGASHINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 12
-
Linda BernetichLINDA BERNETICH
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 20
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- FORM 990, PART VII, LINE 5
- LINDA BERNETICH IS THE EXECUTIVE DIRECTOR FOR IFTA AND RECEIVES COMPENSATION FROM MANAGEMENT SOLUTIONS PLUS, AN UNRELATED MANAGEMENT COMPANY PAID BY THE ORGANIZATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 March 2023
- IRS schema version
- 2022v4.1
- Source object
- 202310669349300516
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