Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2021 • EIN 27-1573481

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

2001 K Street NW 300Washington, DC 20006

(202) 367-1124

Siviq Scores

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

Liabilities / Assets

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.49x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$573,015

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

16%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

7.8%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,625,191

Up $357,118 (+16%) from 2020

Net Assets

Up

$1,619,723

Up $467,448 (+41%) from 2020

Liabilities

Down

$1,005,468

Down $110,330 (-9.9%) from 2020

Revenue

Up

$2,058,236

Up $148,749 (+7.8%) from 2020

Expenses

Down

$1,590,788

Down $255,242 (-14%) from 2020

Net Income

Up

$467,448

Up $403,991 (+637%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$2,625,191
Liabilities$1,005,468
Net Assets$1,619,723

Operations Trend

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

2021

Revenue$2,058,236
Expenses$1,590,788
Net Income$467,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$2,058,236
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$1,160,539$1,305,994▲ $145,455
Prepaid Expenses and Deferred Charges$19,041$64,157▲ $45,116
Accounts Receivable$2,958$62,867▲ $59,909
Total Assets$2,268,073$2,625,191▲ $357,118
Other Assets Total$1,085,535$1,192,173▲ $106,638
Liabilities
Deferred Revenue$889,420$938,135▲ $48,715
Unsecured Notes Loans Payable$147,202--
Accounts Payable and Accrued Expenses$79,176$67,333▼ $11,843
Total Liabilities$1,115,798$1,005,468▼ $110,330
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,152,275$1,619,723▲ $467,448
Total Net Assets Fund Balance$1,152,275$1,619,723▲ $467,448
Total Liabilities and Net Assets / Fund Balance$2,268,073$2,625,191▲ $357,118

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,192,173--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lew MinskyPresident & CEOFT$435,750$137,265$573,015
Margaret Peg KnoxChief Operating OfficerFT$256,250$58,588$314,838
Warren Cormier ExecutiveDirector of Dciia Rrc-$225,000$7,650$232,650
Amanda Mccormick DirectorOf Digital Projects & ReseFT$114,600$4,338$118,938
Marianne SullivanVP of Committees & ProjectFT$109,325$4,180$113,505
Karen Witham Vp ofCommunications & MarketingFT$108,250$4,148$112,398

Board Members and Trustees

NameTitle
Chris LyonCo-chair
Mary Beth GlotzbachCo-chair
David MustoImmediate Past Chair
Allegra HeyligersDirector
Bill RyanDirector
Carol WaddellDirector
Catherine CollinsonDirector
Chris AnastDirector
Chris NikolichDirector
Eileen KweiDirector
Elizabeth HeffernanDirector
Erin DonnellyDirector
James MartielliDirector
Jamie McallisterDirector
Jessica SclafaniDirector
Johanna VogelDirector
KRISTIN O'DONNELLDirector
Kevin KnowlesDirector
Kristen ColvinDirector
Lavina MehtaDirector
MIKAYLEE O'CONNORDirector
Melissa KahnDirector
Michael AndeberhanDirector
Michael DavisDirector
Michael KrepsDirector
Michelle RappaDirector
Rob AustinDirector
Steve FerberDirector
Tony TomichDirector
Vidya RajappaDirector
Dan BrunsDirector as of July 2021
Matthew RauseoDirector as of July 2021
Katie HockenmaierDirector as of November 2021
Anne AckerleyDirector Until June 2021
David BlanchettDirector Until June 2021
Neil LloydDirector Until September 2021
Mike RasoTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Events Consulting GroupMeeting Planning215 E RIDGEWOOD AVE SUITE 201, Ridgewood, NJ 07450$126,396
Revenue and Support

Revenue Composition

Contributions and Grants
$321,577
Program Service Revenue
$1,729,447
Investment Income
$0
Other Revenue
$7,212
All Other Contributions
$50,000
Change in Net Assets
$467,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,215,720
Other Expenses$375,068
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---$887,853
Other Salaries and Wages---$193,980
Conferences and Meetings---$115,309
Payroll Taxes---$71,838
Information Technology---$69,383
Fees for Services Other---$59,944
Other Employee Benefits---$38,200
Fees for Services Legal---$33,283
Pension Plan Contributions---$23,849
Fees for Services Management---$21,600
Office Expenses---$17,487
Fees for Services Accounting---$12,908
Insurance---$10,636
Travel---$4,375
Other Expenses---$383
Total Functional Expenses$0$0$0$1,590,788
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
Yes
Other officer compensation reviewed
Yes
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 1A

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 12

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 other paid officers and employees by comparing the compensation of other ceo's and officers of other similar industry organizations. The last time this review using compensation comparable data was done for the executive director and other officers was in september 2021.

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 300, WASHINGTON, DC 20006

Signing Officer

Name
Lew Minsky
Title
Executive Director
Phone
2023671124
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Minsky
Formed
2010
Legal Domicile
De
Voting Board Members
34
Independent Board Members
34
Employees
12
Volunteers
37

Preparer

Firm
Jm&m
Address
1730 RHODE ISLAND AVE NW SUITE 800, WASHINGTON, DC 20036
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 742 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 PARTNERS WITH INDUSTRY ORGANIZATION SPARK INSTITUTE TO PROVIDE TWO ANNUAL PUBLIC POLICY FORUMS - ONE WITH A DOMESTIC FOCUS AND ONE WITH A GLOBAL FOCUS - OPEN TO ALL OF ITS MEMBERS. THE PUBLIC POLICY FORUMS PROVIDE 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 AS WELL AS SIMILAR INTERNATIONAL ENTITIES. THE PUBLIC POLICY FORUMS ALSO PROVIDE MEMBERS WITH UPDATES FROM EACH OF DCIIA'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 AND MEMBERSHIP MEETING - DCIIA PROVIDES AN ANNUAL ONE-DAY INNOVATION FORUM OPEN TO ALL OF ITS MEMBERS. THE INNOVATION FORUM FOCUSES ON TOPICS DRIVING THE FUTURE OF THE DEFINED CONTRIBUTION INDUSTRY AND FEATURES EXPERT SPEAKERS FROM OUR MEMBER FIRMS. THE MEMBERSHIP MEETING, OUR ANNUAL MEMBER BUSINESS MEETING, COINCIDES WITH THE INNOVATION FORUM.
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARY BETH GLOTZBACH
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS LYON
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE RASO
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL ANDEBERHAN
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTIN O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID BLANCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHERINE COLLINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE FERBER
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHELLE RAPPA
IRS990/Form990PartVIISectionAGrp/PersonNm10VIDYA RAJAPPA
IRS990/Form990PartVIISectionAGrp/PersonNm11ROB AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm12MELISSA KAHN
IRS990/Form990PartVIISectionAGrp/PersonNm13LAVINA MEHTA
IRS990/Form990PartVIISectionAGrp/PersonNm14KRISTEN COLVIN
IRS990/Form990PartVIISectionAGrp/PersonNm15ANNE ACKERLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIN DONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm17TONY TOMICH
IRS990/Form990PartVIISectionAGrp/PersonNm18ELIZABETH HEFFERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES MARTIELLI
IRS990/Form990PartVIISectionAGrp/PersonNm20KEVIN KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm21EILEEN KWEI
IRS990/Form990PartVIISectionAGrp/PersonNm22BILL RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm23CAROL WADDELL
IRS990/Form990PartVIISectionAGrp/PersonNm24MIKAYLEE O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm25NEIL LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm26JESSICA SCLAFANI
IRS990/Form990PartVIISectionAGrp/PersonNm27CHRIS ANAST
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHAEL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm29ALLEGRA HEYLIGERS
IRS990/Form990PartVIISectionAGrp/PersonNm30MICHAEL KREPS
IRS990/Form990PartVIISectionAGrp/PersonNm31JAMIE MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm32CHRIS NIKOLICH
IRS990/Form990PartVIISectionAGrp/PersonNm33JOHANNA VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm34DAN BRUNS
IRS990/Form990PartVIISectionAGrp/PersonNm35KATIE HOCKENMAIER
IRS990/Form990PartVIISectionAGrp/PersonNm36MATTHEW RAUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm37LEW MINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm38WARREN CORMIER EXECUTIVE
IRS990/Form990PartVIISectionAGrp/PersonNm39MARGARET PEG KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm40KAREN WITHAM VP OF
IRS990/Form990PartVIISectionAGrp/PersonNm41MARIANNE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm42AMANDA MCCORMICK DIRECTOR
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR UNTIL JUNE 2021
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 UNTIL JUNE 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR

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