Civic Intelligence

Municipal Forum of New York Inc

EIN 23-7012700 • 501(c)4 • New York, NY

Profile

The purpose of the organization is to present forum meetings and discussions and other events relating to the municipal securities industry and to provide educational opportunities through various programs and to make charitable and educational grants that support the educational purposes of the organization.

447 Broadway 2nd Floor 1231New York, NY 10013

www.themunicipalforumofnewyork.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.01x

Higher debt load relative to assets than 75% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.01x

Higher debt load relative to revenue than 73% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2025

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE Y • <$500k nonprofits • Source year 2025

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$60,049

Down $100,224 (-63%) from 2024

Liabilities

Down

$800

Down $7,224 (-90%) from 2024

Net Assets

Down

$59,249

Down $93,000 (-61%) from 2024

Revenue

Down

$102,544

Down $23,995 (-19%) from 2024

Expenses

Up

$195,544

Up $3,256 (+1.7%) from 2024

Net Income

Down

-$93,000

Down $27,251 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $117,193Liabilities 2012: $0Net Assets 2012: $117,1932012Assets 2013: $151,485Liabilities 2013: $0Net Assets 2013: $151,4852013Assets 2014: $167,795Liabilities 2014: $0Net Assets 2014: $167,7952014Assets 2015: $168,642Liabilities 2015: $0Net Assets 2015: $168,6422015Assets 2016: $182,045Liabilities 2016: $0Net Assets 2016: $182,0452016Assets 2018: $163,168Liabilities 2018: $15,068Net Assets 2018: $148,1002018Assets 2019: $168,974Liabilities 2019: $2,000Net Assets 2019: $166,9742019Assets 2020: $146,067Liabilities 2020: $5,740Net Assets 2020: $140,3272020Assets 2021: $75,827Liabilities 2021: $5,363Net Assets 2021: $70,4642021Assets 2022: $165,117Liabilities 2022: $6,500Net Assets 2022: $158,6172022Assets 2023: $229,560Liabilities 2023: $11,562Net Assets 2023: $217,9982023Assets 2024: $160,273Liabilities 2024: $8,024Net Assets 2024: $152,2492024Assets 2025: $60,049Liabilities 2025: $800Net Assets 2025: $59,2492025

Highlighted filing

2025

Assets$60,049
Liabilities$800
Net Assets$59,249

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2012: $23,8042012Expenses 2013: $21,9582013Revenue 2014: $41,524Expenses 2014: $25,214Net Income 2014: $16,3102014Revenue 2015: $39,333Expenses 2015: $38,486Net Income 2015: $8472015Revenue 2016: $40,729Expenses 2016: $27,326Net Income 2016: $13,4032016Revenue 2018: $127,544Expenses 2018: $110,539Net Income 2018: $17,0052018Revenue 2019: $117,694Expenses 2019: $98,820Net Income 2019: $18,8742019Revenue 2020: $83,714Expenses 2020: $110,361Net Income 2020: -$26,6472020Revenue 2021: $112,768Expenses 2021: $182,631Net Income 2021: -$69,8632021Revenue 2022: $115,627Expenses 2022: $27,474Net Income 2022: $88,1532022Revenue 2023: $110,503Expenses 2023: $51,122Net Income 2023: $59,3812023Revenue 2024: $126,539Expenses 2024: $192,288Net Income 2024: -$65,7492024Revenue 2025: $102,544Expenses 2025: $195,544Net Income 2025: -$93,0002025

Highlighted filing

2025

Revenue$102,544
Expenses$195,544
Net Income-$93,000

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$1.03$1.96$0.93
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.08$1.52$1.27$1.92$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.12$2.18$1.11$0.51$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.07$1.59$1.16$0.27$0.88
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.05$0.70$1.13$1.83$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.06$1.40$0.84$1.10$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.02$1.67$1.18$0.99$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.15$1.48$1.28$1.11$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.41$0.27$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.39$0.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.42$0.25$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.0
Gross Receipts
$102,544
Mission and Program Overview

Mission

The purpose of the organization is to present forum meetings and discussions and other events relating to the municipal securities industry and to provide educational opportunities through various programs and to make charitable and educational grants that support the educational purposes of the organization.

The municipal forum of new york, inc. (mfny), a new york not-for-profit corporation, serves members of the united states municipal securities industry through association activities such as breakfasts and lunches featuring and recognizing prominent public sector and industry leaders of the public finance community. Through its affiliate, municipal youth education fund, a 501(c)(3) new york not-for-profit corporation, mfny supports educational summer intern programs, financial assistance to summer interns entering college, and an alumni network for summer interns launching their careers. Through its association activities, the forum provides a platform for municipal securities industry participants to meet frequently, share ideas and learn industry trends in congenial settings away from the business of doing deals. Mfny has been home to thousands of municipal securities industry professionals who uphold the highest standards in financing america's infrastructure and embrace passing on t

Program Services

DescriptionGrantsExpenses
FIVE EVENTS WERE EACH ATTENDED BY APPROXIMATELY 125 PEOPLE. AT THE EVENTS, SPEAKERS AND PANELS, AS WELL AS OPPORTUNITIES FOR INTERACTING, SHARING IDEAS, AND LEARNING INDUSTRY TRENDS, WERE ALL RELEVANT TO THE TAX-EXEMPT PURPOSE OF THE ORGANIZATION.$100,000$164,929
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY MARTINPresident-$0--
CHARLES STAVITSKIVice Preside-$0--
LINDA YIPVice Preside-$0--
UYEN POHSecretary-$0--
PRESCOTT ULREYTreasurer-$0--
ARLENE BOHNERTrustee-$0--
GLORIA BOYDTrustee-$0--
LATRICE BAPTISTETrustee-$0--
PAMELA FREDERICKTrustee-$0--
RANDY GERARDESTrustee-$0--
PORTIA LEETrustee-$0--
KEVIN MURPHYTrustee-$0--
ROBERT PATTISONTrustee-$0--
MARK PRICETrustee-$0--
MAULIN SHAHTrustee-$0--
DAVID WOMACKTrustee-$0--
JOHN PUIGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Municipal Forum of New York Inc
EIN
23-7012700
Phone
6462077713
Address
447 BROADWAY 2ND FLOOR 1231, NEW YORK, NY 10013

Signing Officer

Name
Prescott Ulrey
Title
Treasurer
Phone
2125667800
Signed
2025-12-09

Preparer

Firm
Fylstra & Associates LLC
Address
385 FRANKLIN TURNPIKE, ALLENDALE, NJ 07401-2225
Preparer
Ralph a Fylstra
Phone
2018188800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: municipal forum youth education fun address: 447 broadway new york, ny 10013 cash contribution: 100,000

Form 990-ez, Part I, Line 16

Expenses office 1,798 information technology 1,120 conferences/meetings 63,809 insurance 527 annual fees 40 total 67,294

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,934 0 other liabilities 5,090 800

Form 990-ez, Part III

The municipal forum of new york, inc. (mfny), a new york not-for-profit corporation, serves members of the united states municipal securities industry through association activities such as breakfasts and lunches featuring and recognizing prominent public sector and industry leaders of the public finance community. Through its affiliate, municipal youth education fund, a 501(c)(3) new york not-for-profit corporation, mfny supports educational summer intern programs, financial assistance to summer interns entering college, and an alumni network for summer interns launching their careers. Through its association activities, the forum provides a platform for municipal securities industry participants to meet frequently, share ideas and learn industry trends in congenial settings away from the business of doing deals. Mfny has been home to thousands of municipal securities industry professionals who uphold the highest standards in financing america's infrastructure and embrace passing on the best practices and traditions in public finance to succeeding generations of bankers, underwriters, traders, analysts, insurers, public sector finance officers and bond lawyers.

Form 990-ez, Part III, Line 28

Five events were each attended by approximately 125 people. At the events, speakers and panels, as well as opportunities for interacting, sharing ideas, and learning industry trends, were all relevant to the tax-exempt purpose of the organization.

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0THE MUNICIPAL FORUM OF NEW YORK, INC. (MFNY), A NEW YORK NOT-FOR-PROFIT CORPORATION, SERVES MEMBERS OF THE UNITED STATES MUNICIPAL SECURITIES INDUSTRY THROUGH ASSOCIATION ACTIVITIES SUCH AS BREAKFASTS AND LUNCHES FEATURING AND RECOGNIZING PROMINENT PUBLIC SECTOR AND INDUSTRY LEADERS OF THE PUBLIC FINANCE COMMUNITY. THROUGH ITS AFFILIATE, MUNICIPAL YOUTH EDUCATION FUND, A 501(C)(3) NEW YORK NOT-FOR-PROFIT CORPORATION, MFNY SUPPORTS EDUCATIONAL SUMMER INTERN PROGRAMS, FINANCIAL ASSISTANCE TO SUMMER INTERNS ENTERING COLLEGE, AND AN ALUMNI NETWORK FOR SUMMER INTERNS LAUNCHING THEIR CAREERS. THROUGH ITS ASSOCIATION ACTIVITIES, THE FORUM PROVIDES A PLATFORM FOR MUNICIPAL SECURITIES INDUSTRY PARTICIPANTS TO MEET FREQUENTLY, SHARE IDEAS AND LEARN INDUSTRY TRENDS IN CONGENIAL SETTINGS AWAY FROM THE BUSINESS OF DOING DEALS. MFNY HAS BEEN HOME TO THOUSANDS OF MUNICIPAL SECURITIES INDUSTRY PROFESSIONALS WHO UPHOLD THE HIGHEST STANDARDS IN FINANCING AMERICA'S INFRASTRUCTURE AND EMBRACE PASSING ON T
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MUNICIPAL FORUM YOUTH EDUCATION FUN ADDRESS: 447 BROADWAY NEW YORK, NY 10013 CASH CONTRIBUTION: 100,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,798 INFORMATION TECHNOLOGY 1,120 CONFERENCES/MEETINGS 63,809 INSURANCE 527 ANNUAL FEES 40 TOTAL 67,294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,934 0 OTHER LIABILITIES 5,090 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MUNICIPAL FORUM OF NEW YORK, INC. (MFNY), A NEW YORK NOT-FOR-PROFIT CORPORATION, SERVES MEMBERS OF THE UNITED STATES MUNICIPAL SECURITIES INDUSTRY THROUGH ASSOCIATION ACTIVITIES SUCH AS BREAKFASTS AND LUNCHES FEATURING AND RECOGNIZING PROMINENT PUBLIC SECTOR AND INDUSTRY LEADERS OF THE PUBLIC FINANCE COMMUNITY. THROUGH ITS AFFILIATE, MUNICIPAL YOUTH EDUCATION FUND, A 501(C)(3) NEW YORK NOT-FOR-PROFIT CORPORATION, MFNY SUPPORTS EDUCATIONAL SUMMER INTERN PROGRAMS, FINANCIAL ASSISTANCE TO SUMMER INTERNS ENTERING COLLEGE, AND AN ALUMNI NETWORK FOR SUMMER INTERNS LAUNCHING THEIR CAREERS. THROUGH ITS ASSOCIATION ACTIVITIES, THE FORUM PROVIDES A PLATFORM FOR MUNICIPAL SECURITIES INDUSTRY PARTICIPANTS TO MEET FREQUENTLY, SHARE IDEAS AND LEARN INDUSTRY TRENDS IN CONGENIAL SETTINGS AWAY FROM THE BUSINESS OF DOING DEALS. MFNY HAS BEEN HOME TO THOUSANDS OF MUNICIPAL SECURITIES INDUSTRY PROFESSIONALS WHO UPHOLD THE HIGHEST STANDARDS IN FINANCING AMERICA'S INFRASTRUCTURE AND EMBRACE PASSING ON THE BEST PRACTICES AND TRADITIONS IN PUBLIC FINANCE TO SUCCEEDING GENERATIONS OF BANKERS, UNDERWRITERS, TRADERS, ANALYSTS, INSURERS, PUBLIC SECTOR FINANCE OFFICERS AND BOND LAWYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIVE EVENTS WERE EACH ATTENDED BY APPROXIMATELY 125 PEOPLE. AT THE EVENTS, SPEAKERS AND PANELS, AS WELL AS OPPORTUNITIES FOR INTERACTING, SHARING IDEAS, AND LEARNING INDUSTRY TRENDS, WERE ALL RELEVANT TO THE TAX-EXEMPT PURPOSE OF THE ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0385 FRANKLIN TURNPIKE
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ReturnHeader/ReturnTs02025-12-22T10:52:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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