Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2022 • EIN 27-1573481

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

201 N US Highway 1 D10 1088Jupiter, FL 33477

(202) 656-1868

Siviq Scores

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

Liabilities / Assets

75th percentile

0.36x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.40x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

26th percentile

-2.7%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$640,879

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.8%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

7.7%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,445,374

Down $179,817 (-6.8%) from 2021

Net Assets

Down

$1,560,268

Down $59,455 (-3.7%) from 2021

Liabilities

Down

$885,106

Down $120,362 (-12%) from 2021

Revenue

Up

$2,217,317

Up $159,081 (+7.7%) from 2021

Expenses

Up

$2,276,772

Up $685,984 (+43%) from 2021

Net Income

Down

-$59,455

Down $526,903 (-113%) from 2021

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

2022

Assets$2,445,374
Liabilities$885,106
Net Assets$1,560,268

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

2022

Revenue$2,217,317
Expenses$2,276,772
Net Income-$59,455
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$2,217,317
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$1,305,994$1,103,146▼ $202,848
Prepaid Expenses and Deferred Charges$64,157$28,777▼ $35,380
Accounts Receivable$62,867$25,000▼ $37,867
Total Assets$2,625,191$2,445,374▼ $179,817
Other Assets Total$1,192,173$1,288,451▲ $96,278
Liabilities
Deferred Revenue$938,135$792,475▼ $145,660
Accounts Payable and Accrued Expenses$67,333$92,631▲ $25,298
Total Liabilities$1,005,468$885,106▼ $120,362
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,619,723$1,560,268▼ $59,455
Total Net Assets Fund Balance$1,619,723$1,560,268▼ $59,455
Total Liabilities and Net Assets / Fund Balance$2,625,191$2,445,374▼ $179,817

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,288,451--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lew MinskyPresident & CEOFT$462,129$178,750$640,879
Margaret Peg KnoxChief Operating OfficerFT$222,500$18,138$240,638
Warren Cormier ExecutiveDirector of Dciia Rrc-$225,000$7,650$232,650
Pam HessVice President of Research Dciia Rrc-$162,500$2,400$164,900
Amanda MccormickVP of OperationsFT$125,000$4,338$129,338
Karen Witham Vp ofCommunications & MarketingFT$115,000$4,148$119,148

Board Members and Trustees

NameTitle
Chris LyonCo-chair
Mary Beth GlotzbachCo-chair
David MustoImmediate Past Chair
Allegra HeyligersDirector
Bill RyanDirector
Catherine CollinsonDirector
Chris AnastDirector
Chris NikolichDirector
Eileen KweiDirector
Elizabeth HeffernanDirector
Erin DonnellyDirector
Jamie McallisterDirector
Jessica SclafaniDirector
Johanna VogelDirector
KRISTIN O'DONNELLDirector
Katie HockenmaierDirector
Kevin KnowlesDirector
Kristen ColvinDirector
MIKAYLEE O'CONNORDirector
Matthew RauseoDirector
Melissa KahnDirector
Michael AndeberhanDirector
Michael DavisDirector
Michael KrepsDirector
Michelle RappaDirector
Rob AustinDirector
Steve FerberDirector
Tony TomichDirector
Vidya RajappaDirector
Chris WeirathDirector as of August 2022
Aaron BordersDirector as of February 2022
Beth PattilloDirector as of February 2022
Catherine ReillyDirector as of February 2022
Hannah SchrinerDirector as of February 2022
Kevin MorrisDirector as of February 2022
Megan YostDirector as of February 2022
Simon FranklinDirector as of February 2022
Vikrant AryaDirector as of February 2022
Jane GreenfieldDirector as of March 2022
Carol WaddellDirector Until February 2022
Lavina MehtaDirector Until January 2022
Dan BrunsDirector Until July 2022
James MartielliDirector Until March 2022
Mike RasoTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Event Consulting GroupMeeting Planning215 E RIDGEWOOD AVE SUITE 201, Ridgewood, NJ 07450$170,000
Revenue and Support

Revenue Composition

Contributions and Grants
$392,680
Program Service Revenue
$1,820,972
Investment Income
$0
Other Revenue
$3,665
All Other Contributions
$392,680
Change in Net Assets
$-59,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,375,875
Other Expenses$900,897
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---$769,798
Other Salaries and Wages---$498,025
Conferences and Meetings---$493,640
Fees for Services Other---$200,645
Payroll Taxes---$87,928
Office Expenses---$48,533
Travel---$46,126
Fees for Services Legal---$39,000
Information Technology---$33,867
Fees for Services Accounting---$17,083
Pension Plan Contributions---$14,941
Fees for Services Management---$13,057
Other Employee Benefits---$5,183
Insurance---$4,668
Other Expenses---$303
Total Functional Expenses$0$0$0$2,276,772
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 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 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
2026561868
Address
201 N US HIGHWAY 1 D10 1088, JUPITER, FL 33477

Signing Officer

Name
Lew Minsky
Title
Executive Director
Phone
2026561868
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Minsky
Formed
2010
Legal Domicile
De
Voting Board Members
40
Independent Board Members
40
Employees
13
Volunteers
44

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 815 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/Desc0PUBLIC POLICY FORUM - DCIIA PARTNERS WITH INDUSTRY ORGANIZATION (SPARK INSTITUTE) TO PROVIDE AN ANNUAL PUBLIC POLICY FORUM 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 CAPITOL HILL STAFF, DEPARTMENT OF LABOR, SECURITIES AND EXCHANGE COMMISSION, AND THE U.S. TREASURY AS WELL AS SIMILAR INTERNATIONAL ENTITIES. THE PUBLIC POLICY FORUM ALSO PROVIDES 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 - 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 ITS MEMBER FIRMS.
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