Civic Intelligence

Defined Contribution Institutional Investment Association

990 • Fiscal year 2024 • EIN 27-1573481

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 17, 2025

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

82nd percentile

0.47x

Higher debt load relative to assets than 82% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.46x

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

2.3%

Higher net margin than 42% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$694,187

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

4.4%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,722,590

Up $114,641 (+4.4%) from 2023

Net Assets

Up

$1,453,999

Up $64,018 (+4.6%) from 2023

Liabilities

Up

$1,268,591

Up $50,623 (+4.2%) from 2023

Revenue

Up

$2,742,774

Up $491,488 (+22%) from 2023

Expenses

Up

$2,678,756

Up $257,183 (+11%) from 2023

Net Income

Up

$64,018

Up $234,305 (+138%) from 2023

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

2024

Assets$2,722,590
Liabilities$1,268,591
Net Assets$1,453,999

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

2024

Revenue$2,742,774
Expenses$2,678,756
Net Income$64,018
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,742,774
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$865,719$1,047,024▲ $181,305
Cash and Non-Interest-Bearing Accounts$273,717$239,099▼ $34,618
Prepaid Expenses and Deferred Charges$124,678$182,898▲ $58,220
Accounts Receivable$4,500--
Total Assets$2,607,949$2,722,590▲ $114,641
Other Assets Total$1,339,335$1,253,569▼ $85,766
Liabilities
Deferred Revenue$1,090,925$1,167,595▲ $76,670
Accounts Payable and Accrued Expenses$127,043$100,996▼ $26,047
Total Liabilities$1,217,968$1,268,591▲ $50,623
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,389,981$1,453,999▲ $64,018
Total Net Assets Fund Balance$1,389,981$1,453,999▲ $64,018
Total Liabilities and Net Assets / Fund Balance$2,607,949$2,722,590▲ $114,641

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,253,569--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lew MinskyPresident & CEOFT$514,274$179,913$694,187
Pam HessExecutive Director of Dciia Rrc-$203,333$6,400$209,733
Amanda MccormickVP of OperationsFT$144,579$14,865$159,444
Karen Witham Vp ofCommunications & MarketingFT$128,100$4,560$132,660

Board Members and Trustees

NameTitle
Chris LyonChair
Mary Beth GlotzbachImmediate Past Chair Until January
Mike RasoVice Chair
Beth PattilloDirector
Bill RyanDirector
Catherine CollinsonDirector
Chris AnastDirector
Chris WeirathDirector
Christopher NikolichDirector
Hannah SchrinerDirector
Jamie McallisterDirector
Jane GreenfieldDirector
Jeff CiminiDirector
Johanna VogelDirector
KRISTIN O'DONNELLDirector
Kai WalkerDirector
Katie HockenmaierDirector
Kristen ColvinDirector
Matthew RauseoDirector
Megan YostDirector
Michael AndeberhanDirector
Michael DavisDirector
Michael KrepsDirector
Michelle RappaDirector
Simon FranklinDirector
Vidya RajappaDirector
Vikrant AryaDirector
Ashwini JambekarDirector as of April
Aaron BordersDirector Until April
MIKAYLEE O'CONNORDirector Until April
Steve FerberDirector Until February
Allegra HeyligersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Avivant Partners LLCMeeting Planning215 E RIDGEWOOD AVE SUITE 201, Ridgewood, NJ 07450$240,000
Knox ConsultingConsulting775 FAIR OAKS DRIVE, Alamo, CA 94507$153,750
Revenue and Support

Revenue Composition

Contributions and Grants
$724,550
Program Service Revenue
$1,955,166
Investment Income
$53,961
Other Revenue
$9,097
All Other Contributions
$724,550
Change in Net Assets
$64,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,388,082
Salaries, Compensation, and Employee Benefits$1,290,674
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$697,961
Current Officers, Directors, Trustees, and Key Employees---$661,468
Other Salaries and Wages---$549,139
Fees for Services Other---$287,944
Other Expenses---$76,500
Office Expenses---$68,409
Payroll Taxes---$65,292
Travel---$55,423
Information Technology---$42,483
Fees for Services Legal---$36,000
Fees for Services Accounting---$20,529
Pension Plan Contributions---$13,102
Insurance---$10,376
Fees for Services Management---$3,146
Other Employee Benefits---$1,673
Total Functional Expenses$0$0$0$2,678,756
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
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 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 ceo 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 15A

The executive compensation committee determines compensation for the ceo by comparing the compensation of other ceo's in the area. The last time this review using compensation comparable data was done for the ceo was in september 2024. The ceo reviews and determines the compensation for the other officers.

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
President & CEO
Phone
2026561868
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Minsky
Formed
2010
Legal Domicile
De
Voting Board Members
28
Independent Board Members
28
Employees
10
Volunteers
32

Preparer

Firm
Jm&m
Address
1730 RHODE ISLAND AVE NW SUITE 800, WASHINGTON, DC 20036
Phone
2022963306
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll services provider 1,996. Consulting 285,768. Professional development 180.

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:

The organization 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 consolidated financial statements or that would have an effect on its tax-exempt status. There were no unrecognized tax benefits or liabilities that needed to be recorded.

Raw XML AppendixShowing 400 of 669 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 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.DIVERSITY, EQUITY, & INCLUSION (DEI) AWARDS DINNER - DCIIA PROVIDES AN ANNUAL EVENING EVENT OPEN TO ALL OF ITS MEMBERS WITH PROGRAMMING FOCUSING ON DEI. THE AWARDS RECOGNIZE INDIVIDUALS WHO ARE ADVOCATING FOR OR OTHERWISE CONTRIBUTING TO MEMBER ORGANIZATIONS' DIVERSITY, EQUITY, AND INCLUSIVENESS IN TWO CATEGORIES: LEADERS, AND RISING STARS.THE ADVISOR INSTITUTE FORUM - DCIIA BRINGS TOGETHER SENIOR EXECUTIVES TO SHARE IDEAS FREELY IN A COLLABORATIVE, INTIMATE ATMOSPHERE HELD OVER TWO DAYS. EXECUTIVES EXPLORE THE FUTURE OF THE INDUSTRY, ENGAGE IN THOUGHT-PROVOKING DISCUSSIONS, AND ENJOY NETWORKING OPPORTUNITIES WITH A CROSS-SECTION OF INDUSTRY LEADERS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR UNTIL JANUARY
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 AS OF APRIL
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR UNTIL FEBRUARY
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR UNTIL APRIL
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR UNTIL APRIL
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt33EXECUTIVE DIRECTOR OF DCIIA RRC
IRS990/Form990PartVIISectionAGrp/TitleTxt34VP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt35COMMUNICATIONS & MARKETING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
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IRS990/IndoorTanningServicesInd00
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IRS990/OperateHospitalInd00
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