Civic Intelligence

The New York Hedge Fund Roundtable C/O Mark Murynec

EIN 39-2064926 • 501(c)6 • New York, NY

Profile

The new york hedge fund roundtable creates a forum for the exchange of information and ideas that will enlighten participants about topical issues. The initiatives provide members with stimulating and innovative ideas (including best practices) and uselful information, contact with colleagues and development of higher ethical standards.

322 West 52nd Street 1689New York, NY 10101

www.ny-air.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S40 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S40 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

NTEE S40 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-49%

Faster asset growth than 11% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

59%

Faster revenue growth than 86% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$31,670

Down $30,891 (-49%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$31,670

Down $30,891 (-49%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin16th percentile

Revenue

Up

$124,803

Up $46,208 (+59%) from 2023

Expenses

Up

$150,694

Up $39,663 (+36%) from 2023

Net Income

Up

-$25,891

Up $6,545 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$300K$200K$100K$0Assets 2010: $96,873Liabilities 2010: $0Net Assets 2010: $96,8732010Assets 2011: $194,772Liabilities 2011: $0Net Assets 2011: $194,7722011Assets 2012: $235,532Liabilities 2012: $0Net Assets 2012: $235,5322012Assets 2013: $278,869Liabilities 2013: $0Net Assets 2013: $278,8692013Assets 2014: $270,525Liabilities 2014: $0Net Assets 2014: $270,5252014Assets 2015: $212,205Liabilities 2015: $0Net Assets 2015: $212,2052015Assets 2016: $200,739Liabilities 2016: $0Net Assets 2016: $200,7392016Assets 2017: $137,125Liabilities 2017: $0Net Assets 2017: $137,1252017Assets 2018: $148,798Liabilities 2018: $0Net Assets 2018: $148,7982018Assets 2019: $123,769Liabilities 2019: $02019Assets 2020: $94,762Liabilities 2020: $0Net Assets 2020: $94,7622020Assets 2021: $106,400Liabilities 2021: $0Net Assets 2021: $106,4002021Assets 2022: $94,997Liabilities 2022: $0Net Assets 2022: $94,9972022Assets 2023: $62,561Liabilities 2023: $0Net Assets 2023: $62,5612023Assets 2024: $31,670Liabilities 2024: $0Net Assets 2024: $31,6702024

Highlighted filing

2024

Assets$31,670
Liabilities$0
Net Assets$31,670
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $70,750Expenses 2010: $33,597Net Income 2010: $37,1532010Revenue 2011: $175,911Expenses 2011: $78,012Net Income 2011: $97,8992011Revenue 2012: $155,839Expenses 2012: $115,079Net Income 2012: $40,7602012Revenue 2013: $215,614Expenses 2013: $172,277Net Income 2013: $43,3372013Revenue 2014: $123,717Expenses 2014: $130,459Net Income 2014: -$6,7422014Revenue 2015: $100,412Expenses 2015: $158,732Net Income 2015: -$58,3202015Revenue 2016: $154,006Expenses 2016: $165,472Net Income 2016: -$11,4662016Revenue 2017: $73,039Expenses 2017: $136,653Net Income 2017: -$63,6142017Revenue 2018: $115,558Expenses 2018: $103,885Net Income 2018: $11,6732018Revenue 2019: $66,371Expenses 2019: $121,299Net Income 2019: -$54,9282019Revenue 2020: $48,303Expenses 2020: $77,310Net Income 2020: -$29,0072020Revenue 2021: $65,988Expenses 2021: $54,350Net Income 2021: $11,6382021Revenue 2022: $58,237Expenses 2022: $69,640Net Income 2022: -$11,4032022Revenue 2023: $78,595Expenses 2023: $111,031Net Income 2023: -$32,4362023Revenue 2024: $124,803Expenses 2024: $150,694Net Income 2024: -$25,8912024

Highlighted filing

2024

Revenue$124,803
Expenses$150,694
Net Income-$25,891
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,670
Liabilities
$0
Net assets
$31,670
Revenue
$124,803
Expenses
$150,694
Net income
-$25,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.25$1.51$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.79$1.11$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.58$0.70$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.66$0.54$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.48$0.77$0.29
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$0.66$1.21$0.55
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.16$1.04$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.73$1.37$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.54$1.65$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.00$1.59$0.58
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.24$1.30$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$2.16$1.72$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$1.56$1.15$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$1.76$0.78$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.71$0.34$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Gross Receipts
$124,803
Mission and Program Overview

Mission

The new york alternative investment roundtable creates a forum for the exchange of information and ideas that will enlighten participants about topical issues. The initiatives provide members with stimulating and innovative ideas (including best practices) and uselful information, contact with colleagues and development of higher ethical standards.

Program Services

DescriptionGrantsExpenses
SEMINARS AND PANEL DISCUSSIONS FOCUSING ON EDUCATING THE HEDGE FUND AND ALTERNATIVE INVESTMENT COMMUNITY ON BEST PRACTICES WITHIN THE INDUSTRY$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM WEINSTEINDirector-$0--
LISA ROITMANDirector-$0--
STANLEY GOLDSTEINChairman Emeritus-$0--
TIMOTHY G SLEDGEDirector-$0--
ALESSANDRA TOCCODirector-$0--
KUNJAN MEHTAPresident-$0--
TIMOTHY P SELBYChairman-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
The New York Alternative Investment
EIN
39-2064926
Phone
2013893948
Address
322 WEST 52ND STREET 1689, NEW YORK, NY 10101

Signing Officer

Name
Kunjan Mehta
Title
President
Phone
2013893948
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Advisory LLC
Address
1301 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
Preparer
Lori Rothe Yokobosky
Phone
2122970400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: management fee. Amount: 61,800. Description: monthly event fees. Amount: 73,902. Description: website. Amount: 5,606. Description: promotional. Amount: 2,976. Description: technology. Amount: 868. Description: insurance. Amount: 1,812. Description: dues & subscription. Amount: 1,101. Description: office supplies. Amount: 259. Description: bank charges. Amount: 60. Total to form 990-ez, line 16: 148,384.”

Raw XML Appendix131 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARC SCHNEIDER
IRS990EZ/BooksInCareOfDetail/PhoneNum02013893948
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0322 WEST 52ND STREET 1689
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-25891
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02310
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031670
IRS990EZ/GrossReceiptsAmt0124803
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt052303
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM WEINSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA ROITMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STANLEY GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIMOTHY G SLEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALESSANDRA TOCCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KUNJAN MEHTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIMOTHY P SELBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0148384
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE NEW YORK ALTERNATIVE INVESTMENT ROUNDTABLE CREATES A FORUM FOR THE EXCHANGE OF INFORMATION AND IDEAS THAT WILL ENLIGHTEN PARTICIPANTS ABOUT TOPICAL ISSUES. THE INITIATIVES PROVIDE MEMBERS WITH STIMULATING AND INNOVATIVE IDEAS (INCLUDING BEST PRACTICES) AND USELFUL INFORMATION, CONTACT WITH COLLEAGUES AND DEVELOPMENT OF HIGHER ETHICAL STANDARDS.
IRS990EZ/ProgramServiceRevenueAmt072500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEMINARS AND PANEL DISCUSSIONS FOCUSING ON EDUCATING THE HEDGE FUND AND ALTERNATIVE INVESTMENT COMMUNITY ON BEST PRACTICES WITHIN THE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0150694
IRS990EZ/TotalRevenueAmt0124803
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NY-AIR.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MANAGEMENT FEE. AMOUNT: 61,800. DESCRIPTION: MONTHLY EVENT FEES. AMOUNT: 73,902. DESCRIPTION: WEBSITE. AMOUNT: 5,606. DESCRIPTION: PROMOTIONAL. AMOUNT: 2,976. DESCRIPTION: TECHNOLOGY. AMOUNT: 868. DESCRIPTION: INSURANCE. AMOUNT: 1,812. DESCRIPTION: DUES & SUBSCRIPTION. AMOUNT: 1,101. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 259. DESCRIPTION: BANK CHARGES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 148,384.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KUNJAN MEHTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02013893948
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NEW YORK ALTERNATIVE INVESTMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROUNDTABLE
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0392064926
ReturnHeader/Filer/PhoneNum02013893948
ReturnHeader/Filer/USAddress/AddressLine1Txt0322 WEST 52ND STREET 1689
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY
ReturnHeader/ReturnTs02025-08-05T07:57:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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