Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2017 • EIN 27-1573481

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

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

77th percentile

0.42x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.55x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

20th percentile

-3.9%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$2,341,356

Down $95,497 (-3.9%) from 2016

Net Assets

Up

$1,355,858

Up $60,027 (+4.6%) from 2016

Liabilities

Down

$985,498

Down $155,524 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin49th percentile

Revenue

Up

$1,797,600

Up $69,469 (+4.0%) from 2016

Expenses

Up

$1,737,573

Up $238,920 (+16%) from 2016

Net Income

Down

$60,027

Down $169,451 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2017

Assets$2,341,356
Liabilities$985,498
Net Assets$1,355,858
Open 2017 Filing

Operations Trend

Revenue Growth51st 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

2017

Revenue$1,797,600
Expenses$1,737,573
Net Income$60,027
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$1,797,600
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$2,404,573$2,201,153▼ $203,420
Prepaid Expenses and Deferred Charges$20,220$112,744▲ $92,524
Accounts Receivable$12,060$27,459▲ $15,399
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,436,853$2,341,356▼ $95,497
Liabilities
Deferred Revenue$1,019,355$932,389▼ $86,966
Accounts Payable and Accrued Expenses$121,667$53,109▼ $68,558
Total Liabilities$1,141,022$985,498▼ $155,524
Net Assets / Fund Balance
Unrestricted Net Assets$1,295,831$1,355,858▲ $60,027
Total Net Assets Fund Balance$1,295,831$1,355,858▲ $60,027
Total Liabilities and Net Assets / Fund Balance$2,436,853$2,341,356▼ $95,497

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$390,100$105,330$495,430
Maribel GerstnerChief Operating OfficerFT$200,000$31,030$231,030
Josh DietchDirector-$16,000-$16,000

Board Members and Trustees

NameTitle
Lori LucasChair
Jim SiaImmediate Past Chair
David MustoVice Chair
Allegra HeyligersDirector
Catherine CollinsonDirector
Cynthia MalletDirector
David BlanchettDirector
David LevineDirector
Donald StoneDirector
Eileen KweiDirector
Jed PettyDirector
Jim SmithDirector
Joan McdonaghDirector
Jody StrakoschDirector
John PayneDirector
Josh CohenDirector
Kate JonasDirector
Layne FinnertyDirector
Lee FreitagDirector
Mark FortierDirector
Marla KreindlerDirector
Melissa KahnDirector
Michael RiakDirector
Mike RasoDirector
Paul GambleDirector
Rob AustinDirector
Suzanne Van StaverenDirector
Mary Beth GlotzbachSecretary
Chris LyonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Events Consulting GroupMeeting Planning215 E RIDGEWOOD AVE SUITE 201, Ridgewood, NJ 07450$101,050
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,797,600
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$60,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,797,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,797,600
Total Revenue per Form 990
$1,797,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$938,127
Other Expenses$799,446
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---$732,360
Fees for Services Other---$296,526
Conferences and Meetings---$281,597
Other Salaries and Wages---$152,742
Travel---$49,639
Information Technology---$47,054
Payroll Taxes---$46,474
Fees for Services Legal---$37,010
Office Expenses---$30,398
Fees for Services Management---$16,500
Fees for Services Accounting---$6,238
Other Employee Benefits---$4,102
Pension Plan Contributions---$2,449
Other Expenses---$834
Total Functional Expenses$0$0$0$1,737,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,737,573
Total Expenses per Audited Statements$1,737,573
Total Expenses per Form 990$1,737,573
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 march of 2018.”

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
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Minsky
Formed
2010
Legal Domicile
De
Voting Board Members
30
Independent Board Members
29
Employees
8
Volunteers
29

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 294,378. Payroll services provider 2,148.”

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.”

Raw XML AppendixShowing 400 of 633 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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IRS990/Desc0ANNUAL FORUMS AND SUMMIT: PUBLIC POLICY FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY PUBLIC POLICY FORUM MEETING OPEN TO ALL OF ITS MEMBERS. THE PUBLIC POLICY FORUM PROVIDES AN OPPORTUNITY TO PROMOTE COLLABORATIVE RELATIONSHIPS BETWEEN INDUSTRY LEADERS AND THE KEY PLAYERS IN THE POLICY COMMUNITY SUCH AS MEMBERS OF CONGRESS, SENIOR HILL STAFF, DEPARTMENT OF LABOR, SECURITIES AND EXCHANGE COMMISSION, AND THE U.S. TREASURY. THE PUBLIC POLICY FORUM ALSO PROVIDES MEMBERS WITH UPDATES FROM EACH OF THE ASSOCIATION'S COMMITTEES.ACADEMIC FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY MEETING OPEN TO ALL OF ITS MEMBERS. THE ACADEMIC FORUM BRINGS TOGETHER OVER 300 INDUSTRY LEADERS WITH THOUGHT LEADERS IN THE ACADEMIC AND PLAN SPONSOR COMMUNITIES. TOPICS AT THE ACADEMIC FORUM INCLUDE DISCUSSIONS ON BEHAVIORAL FINANCE, RETIREMENT INCOME, AND ADVANCED INVESTMENT DESIGN.INNOVATION FORUM - DCIIA PROVIDES AN ANNUAL ONE DAY MEETING OPEN TO ALL OF ITS MEMBERS. THE INNOVATION FORUM BRINGS TOGETHER MEMBER FIRMS AND OTHER DC INDUSTRY THOUGHT LEADERS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE DIRECTOR
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,341,356
Liabilities
$985,498
Net assets
$1,355,858
Revenue
$1,797,600
Expenses
$1,737,573
Net income
$60,027
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • $1M-$5M nonprofits