Civic Intelligence

Defined Contribution Alternatives Association

EIN 36-4813561 • 501(c)6 • Washington, DC

Profile

To enhance and secure participant outcomes through education, research and advocacy on the benefits of including different types of alternative investments within a defined contribution plan framework.

1701 Pennsylvania Ave NWWashington, DC 20006-5811

www.dcalta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

50th percentile

0.8%

Higher net margin than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

-1.3%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$90,685

Up $5,693 (+6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$90,685

Up $5,693 (+6.7%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin50th percentile

Revenue

Up

$380,133

Up $34,158 (+9.9%) from 2023

Expenses

Up

$370,374

Up $20,760 (+5.9%) from 2023

Net Income

Up

$9,759

Up $13,398 (+368%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $39,922Net Assets 2020: $39,9222020Assets 2021: $86,583Liabilities 2021: $0Net Assets 2021: $86,5832021Assets 2022: $88,631Liabilities 2022: $0Net Assets 2022: $88,6312022Assets 2023: $84,992Liabilities 2023: $0Net Assets 2023: $84,9922023Assets 2024: $90,685Liabilities 2024: $0Net Assets 2024: $90,6852024

Highlighted filing

2024

Assets$90,685
Liabilities$0
Net Assets$90,685
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $161,524Expenses 2020: $171,012Net Income 2020: -$9,4882020Revenue 2021: $269,047Expenses 2021: $222,386Net Income 2021: $46,6612021Revenue 2022: $265,603Expenses 2022: $263,555Net Income 2022: $2,0482022Revenue 2023: $345,975Expenses 2023: $349,614Net Income 2023: -$3,6392023Revenue 2024: $380,133Expenses 2024: $370,374Net Income 2024: $9,7592024

Highlighted filing

2024

Revenue$380,133
Expenses$370,374
Net Income$9,759
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,685
Liabilities
$0
Net assets
$90,685
Revenue
$380,133
Expenses
$370,374
Net income
$9,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$3.80$3.70$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$3.46$3.50$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$2.66$2.64$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.69$2.22$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.62$1.71$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 4, 2025
Return Version
2024v5.1
Gross Receipts
$380,133
Mission and Program Overview

Mission

Enhance defined contribution participant retirement outcomes.

To enhance and secure participant outcomes through education, research and advocacy on the benefits of including different types of alternative investments within a defined contribution plan framework.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,992$90,685▲ $5,693
Cap Stk Tr Prin Current Funds$84,992$90,685▲ $5,693
Total Assets$84,992$90,685▲ $5,693
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$84,992$90,685▲ $5,693
Total Liabilities and Net Assets / Fund Balance$84,992$90,685▲ $5,693
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan EpsteinPresidentFT$239,600-$239,600
Jonathan Epstein--$205,000$34,600$239,600
Serge BoccassiniChairmanPT$28,195-$28,195

Board Members and Trustees

NameTitle
Alain MichnickVice Chairman
Avi TuretskyDirector
Chris YaoDirector
Drew CarringtonDirector
Hayden GalaryDirector
James HanniganDirector
Kirk PenlandDirector
Matt GarzoneDirector
Michelle RappaSecretary
Kathy WarnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$380,133
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$9,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$253,758
Other Expenses$116,616
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$0$0$0$239,600
Fees for Services Legal$0$0$0$39,384
Fees for Services Accounting$0$0$0$28,201
Travel$0$0$0$17,597
Payroll Taxes$0$0$0$14,158
Advertising$0$0$0$13,823
Office Expenses$0$0$0$6,987
Other Expenses$0$0$0$4,899
Total Functional Expenses$0$0$0$370,374
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Defined Contribution Alternatives Association
EIN
36-4813561
Phone
8883225828
Address
1701 Pennsylvania Ave NW, Washington, DC 20006-5811

Signing Officer

Name
Serge Boccassini
Title
Board chair
Phone
8883225828
Signed
2025-04-04
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
De
Voting Board Members
11
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
David B McRee
Address
3980 Ironwood Circle Apt 406, Bradenton, FL 34209
Preparer
David B McRee CPA
Phone
7273147263
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Two internal organizational personnel review the 990 which is prepared by a Certified Public Accountant. The Board is provided with a copy of the 990, as electronically filed, during Quarter 2 board meetings. We make the form available to all members upon request.”

Pt VI, Line 15A

“Compensation is reviewed annually and comparisons used with similar sized organizations within the industry.”

Pt VI, Line 19

“We provide our documents upon request by the public or any member.”

Other

“Part VII, Section A, Line 1. Serge Boccassinis compensation is related to his professional independent contractor services as controller for DCALTA. He is not compensated for his role as officer and director.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two internal organizational personnel review the 990 which is prepared by a Certified Public Accountant. The Board is provided with a copy of the 990, as electronically filed, during Quarter 2 board meetings. We make the form available to all members upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Compensation is reviewed annually and comparisons used with similar sized organizations within the industry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We provide our documents upon request by the public or any member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part VII, Section A, Line 1. Serge Boccassinis compensation is related to his professional independent contractor services as controller for DCALTA. He is not compensated for his role as officer and director.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt084992
IRS990/TotalAssetsEOYAmt090685
IRS990/TotalAssetsGrp/BOYAmt084992
IRS990/TotalAssetsGrp/EOYAmt090685
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0370374
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt084992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt090685
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0380133
IRS990/TotalReportableCompFromOrgAmt0267795
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0380133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380133
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt084992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt090685
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt017597
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0725 Dunlawton Ave 290371
IRS990/USAddress/CityNm0Port Orange
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032127
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.dcalta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Serge Boccassini
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08883225828
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Defined Contribution Alternatives Association
ReturnHeader/Filer/BusinessNameControlTxt0DEFI
ReturnHeader/Filer/EIN0364813561
ReturnHeader/Filer/PhoneNum08883225828
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 Pennsylvania Ave NW
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200065811
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811221297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David B McRee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03980 Ironwood Circle Apt 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bradenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034209
ReturnHeader/PreparerPersonGrp/PhoneNum07273147263
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B McRee CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-07T08:25:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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