Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2019 • EIN 27-1573481

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization ProfileWWW.DCIIA.ORG
2001 K Street NW No 300Washington, DC 20006

(202) 367-1124

Siviq Scores

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

Liabilities / Assets

81st percentile

0.45x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.45x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-5.9%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

17th percentile

-5.2%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

17%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,969,543

Down $107,977 (-5.2%) from 2018

Net Assets

Down

$1,088,818

Down $115,188 (-9.6%) from 2018

Liabilities

Up

$880,725

Up $7,211 (+0.8%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin16th percentile

Revenue

Up

$1,936,764

Up $277,795 (+17%) from 2018

Expenses

Up

$2,051,952

Up $241,131 (+13%) from 2018

Net Income

Up

-$115,188

Up $36,664 (+24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$1,969,543
Liabilities$880,725
Net Assets$1,088,818
Open 2019 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

2019

Revenue$1,936,764
Expenses$2,051,952
Net Income-$115,188
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$1,936,764
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$1,388,089$864,712▼ $523,377
Prepaid Expenses and Deferred Charges$86,583$108,955▲ $22,372
Accounts Receivable$189,600$5,328▼ $184,272
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,077,520$1,969,543▼ $107,977
Other Assets Total$413,248$990,548▲ $577,300
Liabilities
Deferred Revenue$783,952$748,910▼ $35,042
Accounts Payable and Accrued Expenses$89,562$131,815▲ $42,253
Total Liabilities$873,514$880,725▲ $7,211
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,204,006$1,088,818▼ $115,188
Total Net Assets Fund Balance$1,204,006$1,088,818▼ $115,188
Total Liabilities and Net Assets / Fund Balance$2,077,520$1,969,543▼ $107,977

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$990,548--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lew MinskyExecutive DirectorFT$488,150$28,400$516,550
Margaret Peg KnoxChief Operating OfficerFT$283,333$27,750$311,083
Warren Cormier ExecutiveDirector of Dciia Rrc-$225,000$6,210$231,210
Marianne SullivanVP of Committees & ProjectsFT$110,400$2,981$113,381
Karen WithamVP of Communications & MarketingFT$103,200$3,003$106,203

Board Members and Trustees

NameTitle
David MustoChair
Mary Beth GlotzbachVice Chair
Anne AckerleyDirector
Bill RyanDirector
Carol WaddellDirector
Catherine CollinsonDirector
Chris KaramDirector
David BlanchettDirector
David LevineDirector
Derek DornDirector
Eileen KweiDirector
Elizabeth HeffernanDirector
Erin DonnelllyDirector
James MartielliDirector
Jessica SclafaniDirector
John PayneDirector
Josh CohenDirector
Josh DietchDirector
Kevin KnowlesDirector
Kristen ColvinDirector
Lee FreitagDirector
MIKAYLEE O'CONNORDirector
Marla KreindlerDirector
Melissa KahnDirector
Mike RasoDirector
Neil LloydDirector
Rob AustinDirector
Allegra HeyligersSecretary
Chris LyonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Events Consulting GroupMeeting Planning215 E RIDGEWOOD AVE SUITE 201, Ridgewood, NJ 07450$125,151
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,929,548
Investment Income
$0
Other Revenue
$7,216
Change in Net Assets
$-115,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,084,476
Other Expenses$967,476
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---$827,633
Conferences and Meetings---$447,863
Other Salaries and Wages---$197,538
Fees for Services Other---$121,584
Travel---$65,496
Information Technology---$63,179
Payroll Taxes---$40,895
Office Expenses---$39,868
Fees for Services Legal---$36,235
Fees for Services Management---$21,000
Pension Plan Contributions---$18,410
Fees for Services Accounting---$9,275
Insurance---$9,135
Other Expenses---$75
Total Functional Expenses$0$0$0$2,051,952
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 35% controlled entity
No
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
Yes
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 is a tiered membership level based on the size, organization type and/or number of seats available at events across all industry types.”

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 2019.”

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
2001 K STREET NW NO 300, WASHINGTON, DC 20006

Signing Officer

Name
Lew Minsky
Title
Executive Director
Phone
2023671124
Signed
2020-10-28
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
8
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 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 665 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/Form990PartVIISectionAGrp/PersonNm7LEE FREITAG
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IRS990/Form990PartVIISectionAGrp/PersonNm25BILL RYAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt30CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR OF DCIIA RRC
IRS990/Form990PartVIISectionAGrp/TitleTxt32VP OF COMMITTEES & PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt33VP OF COMMUNICATIONS & MARKETING
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,969,543
Liabilities
$880,725
Net assets
$1,088,818
Revenue
$1,936,764
Expenses
$2,051,952
Net income
-$115,188
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