Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2016 • EIN 27-1573481

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileWWW.DCIIA.ORG
2025 M Street NW No 800Washington, DC 20036

(202) 367-1124

Siviq Scores

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

Liabilities / Assets

80th percentile

0.47x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.66x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

13%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

16%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,436,853

Up $562,968 (+30%) from 2015

Net Assets

Up

$1,295,831

Up $229,478 (+22%) from 2015

Liabilities

Up

$1,141,022

Up $333,490 (+41%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin80th percentile

Revenue

Up

$1,728,131

Up $237,040 (+16%) from 2015

Expenses

Up

$1,498,653

Up $144,845 (+11%) from 2015

Net Income

Up

$229,478

Up $92,195 (+67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,030,834Liabilities 2012: $574,722Net Assets 2012: $456,1122012Assets 2013: $1,449,548Liabilities 2013: $788,770Net Assets 2013: $660,7782013Assets 2014: $1,511,443Liabilities 2014: $582,373Net Assets 2014: $929,0702014Assets 2015: $1,873,885Liabilities 2015: $807,532Net Assets 2015: $1,066,3532015Assets 2016: $2,436,853Liabilities 2016: $1,141,022Net Assets 2016: $1,295,8312016Assets 2017: $2,341,356Liabilities 2017: $985,498Net Assets 2017: $1,355,8582017Assets 2018: $2,077,520Liabilities 2018: $873,514Net Assets 2018: $1,204,0062018Assets 2019: $1,969,543Liabilities 2019: $880,725Net Assets 2019: $1,088,8182019Assets 2020: $2,268,073Liabilities 2020: $1,115,798Net Assets 2020: $1,152,2752020Assets 2021: $2,625,191Liabilities 2021: $1,005,468Net Assets 2021: $1,619,7232021Assets 2022: $2,445,374Liabilities 2022: $885,106Net Assets 2022: $1,560,2682022Assets 2023: $2,607,949Liabilities 2023: $1,217,968Net Assets 2023: $1,389,9812023Assets 2024: $2,722,590Liabilities 2024: $1,268,591Net Assets 2024: $1,453,9992024

Highlighted filing

2016

Assets$2,436,853
Liabilities$1,141,022
Net Assets$1,295,831
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $689,5232012Revenue 2013: $1,115,070Expenses 2013: $910,404Net Income 2013: $204,6662013Revenue 2014: $1,297,365Expenses 2014: $1,029,073Net Income 2014: $268,2922014Revenue 2015: $1,491,091Expenses 2015: $1,353,808Net Income 2015: $137,2832015Revenue 2016: $1,728,131Expenses 2016: $1,498,653Net Income 2016: $229,4782016Revenue 2017: $1,797,600Expenses 2017: $1,737,573Net Income 2017: $60,0272017Revenue 2018: $1,658,969Expenses 2018: $1,810,821Net Income 2018: -$151,8522018Revenue 2019: $1,936,764Expenses 2019: $2,051,952Net Income 2019: -$115,1882019Revenue 2020: $1,909,487Expenses 2020: $1,846,030Net Income 2020: $63,4572020Revenue 2021: $2,058,236Expenses 2021: $1,590,788Net Income 2021: $467,4482021Revenue 2022: $2,217,317Expenses 2022: $2,276,772Net Income 2022: -$59,4552022Revenue 2023: $2,251,286Expenses 2023: $2,421,573Net Income 2023: -$170,2872023Revenue 2024: $2,742,774Expenses 2024: $2,678,756Net Income 2024: $64,0182024

Highlighted filing

2016

Revenue$1,728,131
Expenses$1,498,653
Net Income$229,478
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,728,131
Mission and Program Overview

Mission

To foster a dialogue among the leaders of the defined contribution community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$287,537$2,404,573▲ $2,117,036
Savings and Temporary Cash Investments$1,576,000--
Prepaid Expenses and Deferred Charges-$20,220-
Accounts Receivable$10,348$12,060▲ $1,712
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,873,885$2,436,853▲ $562,968
Liabilities
Deferred Revenue$637,000$1,019,355▲ $382,355
Accounts Payable and Accrued Expenses$170,532$121,667▼ $48,865
Total Liabilities$807,532$1,141,022▲ $333,490
Net Assets / Fund Balance
Unrestricted Net Assets$1,066,353$1,295,831▲ $229,478
Total Net Assets Fund Balance$1,066,353$1,295,831▲ $229,478
Total Liabilities and Net Assets / Fund Balance$1,873,885$2,436,853▲ $562,968

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,164$1,164
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lew MinskyExecutive DirectorFT$360,000$88,764$448,764
Rachel C SykesProject ManagerFT$120,000$3,210$123,210
Megan ScipioneProject ManagerFT$108,000$2,850$110,850

Board Members and Trustees

NameTitle
Lori LucasChair
Jim SiaImmediate Past Chair
David MustoVice Chair
Allegra HeyligersDirector
Cynthia MalletDirector
David LevineDirector
Donald StoneDirector
Jeanne LaportaDirector
Jed PettyDirector
Jim SmithDirector
Joan McdonaghDirector
John PayneDirector
Josh CohenDirector
Josh DietchDirector
Kate JonasDirector
Layne FinnertyDirector
Lee FreitagDirector
Mark FortierDirector
Marla KreindlerDirector
Marty CampbellDirector
Michael RiakDirector
Mike RasoDirector
Paul GambleDirector
Phil EdwardsDirector
Rob AustinDirector
Scott CooleyDirector
Steve UlianDirector
Suzanne Van StaverenDirector
Chris LyonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,727,890
Investment Income
$241
Other Revenue
$0
Change in Net Assets
$229,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,728,131
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,728,131
Total Revenue per Form 990
$1,728,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$877,117
Other Expenses$621,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$448,764
Other Salaries and Wages---$378,000
Conferences and Meetings---$275,584
Fees for Services Other---$171,394
Travel---$49,687
Payroll Taxes---$43,959
Office Expenses---$42,312
Fees for Services Legal---$36,407
Fees for Services Management---$15,500
Fees for Services Accounting---$5,606
Pension Plan Contributions---$4,281
Advertising---$2,500
Other Employee Benefits---$2,113
Other Expenses---$1,329
Total Functional Expenses$0$0$0$1,498,653

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,498,653
Total Expenses per Audited Statements$1,498,653
Total Expenses per Form 990$1,498,653
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“In addition to any other directors appointed to the executive committee, the chair, vice-chair, second vice-chair, and the chairs of each committee of the board and of the corporation shall be ex-officio voting members of the executive committee. No more than 50% of the executive committee members shall be from firms representing the same constituency group within the corporation. The corporation's executive committee may exercise during the interval between meetings of the board, all of the powers of the board in the management and control of the activities, property, business and affairs of the corporation.”

Form 990, Part VI, Section A, Line 6

“Entities and individuals may be eligible for membership. There are two levels of membership: (1) investment management and insurance company members ("imic") (2) consultant and industry expert members.”

Form 990, Part VI, Section A, Line 7A

“Each imic member and each expert member may appoint one person to serve on the membership board. The membership board shall appoint the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The executive director and the accountant review the form 990, which is then distributed to the board, and it is then discussed with the chairperson and treasurer before it is signed by the executive director and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Monitored at board meetings and reviewed by management on policies developed.”

Form 990, Part VI, Section B, Line 15

“The executive compensation committee determines compensation for the executive director and any paid employees. The executive compensation was last reviewed in 2017.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Defined Contribution Institutional
EIN
27-1573481
Phone
2023671124
Address
2025 M STREET NW NO 800, WASHINGTON, DC 20036

Signing Officer

Name
Lew Minsky
Title
Executive Director
Phone
2023671124
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Minsky
Formed
2010
Legal Domicile
De
Voting Board Members
29
Independent Board Members
29
Employees
6
Volunteers
31

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
1730 RHODE ISLAND AVE NW SUITE 800, WASHINGTON, DC 20036
Preparer
David Jones
Phone
2022963306
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative staff support 168,723. Payroll services provider 2,671.”

FORM 990, PART XII, LINE 2C:

“The organization has not changed its selection or oversight process for the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Dciia believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements or that would have an effect on its tax-exempt status. There are no unrecognized tax benefits or liabilities that need to be recorded.”

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IRS990/Form990PartVIISectionAGrp/PersonNm26ROB AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm27SCOTT COOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm28SUZANNE VAN STAVEREN
IRS990/Form990PartVIISectionAGrp/PersonNm29LEW MINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm30MEGAN SCIPIONE
IRS990/Form990PartVIISectionAGrp/PersonNm31RACHEL C SYKES
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29416800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30108000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30PROJECT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt31PROJECT MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01728131
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt029
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0241
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0241
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01164
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01164
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER A DIALOGUE AMONG THE LEADERS OF THE DEFINED CONTRIBUTION COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01066353
IRS990/NetAssetsOrFundBalancesEOYAmt01295831
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt042312
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02113
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc1WEBSITE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/TotalAmt016125
IRS990/OtherExpensesGrp/TotalAmt15092
IRS990/OtherExpensesGrp/TotalAmt21329
IRS990/OtherSalariesAndWagesGrp/TotalAmt0378000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt043959
IRS990/PensionPlanContributionsGrp/TotalAmt04281
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020220
IRS990/PrincipalOfficerNm0LEW MINSKY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEETING REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01698375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129515
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMITTEES AND MEETINGS - DCIIA'S MEMBERS MAY PARTICIPATE IN THE FOLLOWING COMMITTEES: GLOBAL, INVESTMENT POLICY AND DESIGN, PLAN ADMINISTRATION, PUBLIC POLICY, AND RETIREMENT INCOME. THESE COMMITTEES FURTHER THE MISSION OF DCIIA THROUGH THE FOLLOWING STRATEGIES: AIMS TO MAKE IT SIMPLER FOR DEFINED CONTRIBUTION PLAN SPONSORS TO IMPLEMENT APPROPRIATE INSTITUTIONAL INVESTMENT MANAGEMENT APPROACHES IN DEFINED CONTRIBUTION PLANS FOCUSED ON DELIVERING HIGHER RETURNS AND REDUCED RISKS; PROVIDES AN INDEPENDENT FORUM FOR THOUGHT LEADERSHIP ON ADVANCING DEFINED CONTRIBUTION AND RETIREMENT INCOME DESIGN, INCLUDING INSTITUTIONAL DEFAULT INVESTMENT STRATEGIES AND RETIREMENT INCOME SOLUTIONS; CONDUCTS RESEARCH, PUBLISHES ANALYSIS AND INSIGHTS, AND HOSTS EVENTS THAT SUPPORT THE ADVANCEMENT OF INSTITUTIONAL APPROACHES AND BETTER DEFINED CONTRIBUTION DESIGN; IDENTIFIES AND REMOVES BARRIERS FOR PLAN SPONSORS SO THAT THEY MAY PURSUE IMPROVED DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT STRUCTURES; ENCOURAGES IMPROVED FIDUCIARY PRACTICES AND TOOLS TO SUPPORT INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN; AND EDUCATES LEGISLATORS AND REGULATORS ABOUT ISSUES AND CHALLENGES IN INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN AND BETTER APPROACHES TO RETIREMENT SECURITY.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP AND PUBLIC RELATIONS - THE EXECUTIVE DIRECTOR REPRESENTS DCIIA TO THE PRESS AND TO EXTERNAL STAKEHOLDERS AND PARTICIPATES IN INDUSTRY EVENTS ON BEHALF OF DCIIA.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0137
IRS990/PYOtherExpensesAmt0913146
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01490954
IRS990/PYRevenuesLessExpensesAmt0137283
IRS990/PYSalariesCompEmpBnftPaidAmt0440662
IRS990/PYTotalExpensesAmt01353808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01491091
IRS990/ReconcilationRevenueExpnssAmt0229478
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01576000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,436,853
Liabilities
$1,141,022
Net assets
$1,295,831
Revenue
$1,728,131
Expenses
$1,498,653
Net income
$229,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$1.27$1.45$2.74$2.68$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.61$1.22$1.39$2.25$2.42$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.89$1.56$2.22$2.28$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.63$1.01$1.62$2.06$1.59$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.27$1.12$1.15$1.91$1.85$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.88$1.09$1.94$2.05$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.87$1.20$1.66$1.81$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.99$1.36$1.80$1.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.44$1.14$1.30$1.73$1.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.81$1.07$1.49$1.35$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.58$0.93$1.30$1.03$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.79$0.66$1.12$0.91$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.57$0.46$0.69