Civic Intelligence

The New York Hedge Fund Roundtable C/O Mark Murynec

990EZ • Fiscal year 2017 • EIN 39-2064926

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 14, 2018

Organization ProfileWWW.NYHEDGEFUNDROUNDTABLE.COM
1460 Broadway 9th floorNew York, NY 10036

(212) 210-9494

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-87%

Higher net margin than 5% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-32%

Faster asset growth than 12% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$137,125

Down $63,614 (-32%) from 2016

Net Assets

Down

$137,125

Down $63,614 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin5th percentile

Revenue

Down

$73,039

Down $80,967 (-53%) from 2016

Expenses

Down

$136,653

Down $28,819 (-17%) from 2016

Net Income

Down

-$63,614

Down $52,148 (-455%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$137,125
Liabilities$0
Net Assets$137,125
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$73,039
Expenses$136,653
Net Income-$63,614
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 14, 2018
Return Version
2016v3.0
Gross Receipts
$73,039
Mission and Program Overview

Mission

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.

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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM WEINSTEINPresident-$0--
CAROL VAN ATTENVice-President-$0--
Kunjan mehtaTreasurer-$0--
STANLEY C GOLDSTEINChairman Emeritus-$0--
TIMOTHY G SLEDGEDirector-$0--
TIMOTHY P SELBYChairman-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
The New York Hedge Fund Roundtable
EIN
39-2064926
Phone
2122109494
Address
1460 Broadway 9th floor, NEW YORK, NY 10036

Signing Officer

Name
adam weinstein
Title
president
Phone
2122109494
Signed
2018-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
4 BECKER FARM ROAD, ROSELAND, NJ 07068
Preparer
Thomas Lanning
Phone
9732283500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 14

“Description: Depreciation. Amount: 7,200.”

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

“Description: BANK CHARGES. Amount: 377. Description: INSURANCE. Amount: 2,009. Description: MANAGEMENT FEE. Amount: 50,164. Description: MEMBERSHIP EVENT. Amount: 66,035. Description: WEBSITE. Amount: 9,413. Total to Form 990-EZ, line 16: 127,998.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: PREPAID EXPENSES. Beg. of Year Amount: 5,000. End of Year Amount: 5,000. Description: Other Depreciable Assets. Beg. of Year Amount: 28,800. End of Year Amount: 21,600.”

Raw XML Appendix138 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02122109494
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0new york
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IRS990EZ/MembershipDuesAmt025539
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0200739
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137125
IRS990EZ/OccupancyRentUtltsAndMaintAmt07200
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM WEINSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL VAN ATTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kunjan mehta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STANLEY C GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIMOTHY G SLEDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIMOTHY P SELBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3chairman emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5chairman
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt026600
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0127998
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt047500
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0136653
IRS990EZ/TotalRevenueAmt073039
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NYHEDGEFUNDROUNDTABLE.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 7,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: BANK CHARGES. Amount: 377. Description: INSURANCE. Amount: 2,009. Description: MANAGEMENT FEE. Amount: 50,164. Description: MEMBERSHIP EVENT. Amount: 66,035. Description: WEBSITE. Amount: 9,413. Total to Form 990-EZ, line 16: 127,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: PREPAID EXPENSES. Beg. of Year Amount: 5,000. End of Year Amount: 5,000. Description: Other Depreciable Assets. Beg. of Year Amount: 28,800. End of Year Amount: 21,600.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0adam weinstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum02122109494
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NEW YORK HEDGE FUND ROUNDTABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Powered by Professionals
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0392064926
ReturnHeader/Filer/PhoneNum02122109494
ReturnHeader/Filer/USAddress/AddressLine1Txt01460 Broadway 9th floor
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:46:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 BECKER FARM ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007068
ReturnHeader/PreparerPersonGrp/PhoneNum09732283500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS LANNING
ReturnHeader/ReturnTs02018-08-14T17:19:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,125
Liabilities
$0
Net assets
$137,125
Revenue
$73,039
Expenses
$136,653
Net income
-$63,614
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