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Nonprofiteer
← INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS

Form 990 for tax year 2023

Filed by INTERNATIONAL FEDERATION OF TECHNICAL ANALYSTS.

Totals

Total revenue
$227,418
Total expenses
$169,576
Contributions and grants received
$1,000
Grants paid
$0
Program service revenue
$216,762
Investment income
$8,101
Other revenue
$1,555
Total assets, end of year
$456,139
Total liabilities, end of year
$8,655
Net assets or fund balances, end of year
$447,484
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.

  • 1f · All other contributions, gifts and grants

    $1,000

  • 2a · Program service revenue: DUES

    total $110,382 · related or exempt $110,382

  • 2b · Program service revenue: CERTIFICATION

    total $106,380 · related or exempt $106,380

  • 3 · Investment income

    total $8,101 · excluded $8,101

  • 5 · Royalties

    total $1,555 · excluded $1,555

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $18,709

  • 11b · Fees: legal

    total $1,813

  • 11c · Fees: accounting

    total $2,800

  • 12 · Advertising and promotion

    total $3,340

  • 13 · Office expenses

    total $9,295

  • 14 · Information technology

    total $12,982

  • 19 · Conferences, conventions and meetings

    total $20,340

  • 23 · Insurance

    total $1,354

  • 24a · Other expenses: CERTIFICATIONS

    total $55,571

  • 24b · Other expenses: JOURNAL

    total $13,038

  • 24c · Other expenses: BOARD OF DIRECTORS

    total $11,418

  • 24d · Other expenses: IFTA UPDATE

    total $9,434

  • 24e · All other expenses

    total $9,482

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $119,781 · end of year $117,151

  • 2 · Savings and temporary cash investments

    beginning of year $276,560 · end of year $334,662

  • 4 · Accounts receivable

    beginning of year $1,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,810 · end of year $4,326

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,669 · end of year $2,580

  • 19 · Deferred revenue

    beginning of year $840 · end of year $6,075

  • 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 · 2023

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)

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 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Wieland Arlt

    PRESIDENT

    Total calculated
    $0
    Hours/week
    12

  • Karin Roller

    TREASURER

    Total calculated
    $0
    Hours/week
    12

  • Warren Murnane

    SECRETARY

    Total calculated
    $0
    Hours/week
    12

  • Bruce Fraser

    VP AMERICAS

    Total calculated
    $0
    Hours/week
    12

  • David Watts

    VP EUROPE

    Total calculated
    $0
    Hours/week
    12

  • Hiwon Yoon

    VP ASIA-PACIFIC

    Total calculated
    $0
    Hours/week
    12

  • Tamer Gamal Eldin Hassan

    VP MIDDLE EAST AND AFRICA

    Total calculated
    $0
    Hours/week
    12

  • Gregor Bauer

    EXAMINATION DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Saleh Nasser

    EDUCATION DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Ron Williams

    DIGITAL MEDIA DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Eddie Tofpik

    MARKETING DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Giovanni Trombetta

    QUANT DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Alessandro Greppi

    INSTITUTIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Indarwijaya Rangkuti

    DEVELOPMENT DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Shinji Okada

    NONINSTITUTIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Linda 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
THE BOARD IS A VOLUNTEER BOARD AND IS NOT COMPENSATED. THE FEDERATION HAS NO EMPLOYEES AND CONTRACTS WITH A THIRD PARTY MANAGEMENT COMPANY TO PERFORM THE ADMINISTRTIVE AND MANAGERIAL FUNCTIONS TRADITIONALLY PERFORMED BY EMPLOYEES. THE EXECUTIVE DIRECTOR IS AN EMPLYEE OF THE MANAGEMENT COMPANY AND IS ONLY COMPENSATED BY THE MANAGEMENT COMPANY AT ITS FULL DISCRETION. THE FEDERATION HAS NO CONTROL OVER THAT COMPENSATION. THE BOARD EVALUATES THE WORK OF THE MANAGEMENT COMPANY AND REVIEWD THE CONTRACT FEE PAID AT LEAST ANNUALLY.

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
2023
Filed
4 April 2024
IRS schema version
2023v5.0
Source object
202430959349300543

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