Civic Intelligence

Defined Contribution Alternatives Association

990EZ • Fiscal year 2020 • EIN 36-4813561

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profilewww.dcalta.org
1701 Pennsylvania Ave NW Ste 1200Washington, DC 20006-5811

(888) 322-5828

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

35th percentile

-5.9%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$113,850

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 70.5% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$39,922

No earlier filing loaded for comparison.

Net Assets

$39,922

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

$161,524

No earlier filing loaded for comparison.

Expenses

$171,012

No earlier filing loaded for comparison.

Net Income

-$9,488

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$39,922
Liabilities-
Net Assets$39,922
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$161,524
Expenses$171,012
Net Income-$9,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Gross Receipts
$161,524
Mission and Program Overview

Mission

Enhance defined contribution participant retirement outcomes.

Program Services

DescriptionGrantsExpenses
Held general sessions and webinars both in person and virtually to educate both the defined contribution and alternative investments industries on the benefits of including alternatives in a multi-asset framework. These meetings provided education on investments, allocation strategies and overcoming operational issues associated with illiquid investments for a daily priced environment.$0$0
Completed and released our white paper on the Daily Valuation of Alternative Assets in DC Plans and created an ongoing project to release five more papers on the topics that align with the fiduciary framework outlined in the Department of Labor`s Information letter, dated June 3rd of 2020.$0$0
Advocated for guidance or a safe harbor when considering different types of alternative investments in a defined contribution plan framework. Fiduciaries should have the same opportunity set of available investments for their defined contribution participants as they do for their defined benefit plan participants.$0$0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan EpsteinPresidentFT$113,850-$113,850
Alain MichnickBoard MemberPT$0--
Serge BoccassiniBoard MemberPT$0--
Gary FencikBoard MemberPT$0--
Bob LongBoard MemberPT$0--
Michelle RappaBoard MemberPT$0--
Matthew GarzoneBoard MemberPT$0--
Chris YauBoard MemberPT$0--
Kathy WannerBoard MemberPT$0--
Hayden GallaryBoard MemberPT$0--
Jeffrey HallBoard MemberPT$0--
Charles NelsonBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Defined Contribution Alternatives Association
EIN
36-4813561
In Care Of
% Jonathan Epstein
Address
1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC 20006-5811

Signing Officer

Name
Jonathan Epstein
Title
President
Signed
2021-05-12
Supplemental Narrative

Additional Explanations

Doing Business As Names

“DCALTA”

Part I, line 16

“| Other Expenses:, Amount:| Technology software Website and Maintenance and Meeting Apps, $5660| Travel related expenses, $3303| Bank related fees tax prep and review, $878| Educational Video Series, $3000| Subscriptions, $738| Communications and Press Releases, $3550| Office supplies and expenses, $2480| Cell phone and non-employee compensation, $12871|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Other assets is dues receivable of $9000, $32255, $9000|”

Raw XML Appendix137 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Charles Nelson
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Technology software Website and Maintenance and Meeting Apps, $5660| Travel related expenses, $3303| Bank related fees tax prep and review, $878| Educational Video Series, $3000| Subscriptions, $738| Communications and Press Releases, $3550| Office supplies and expenses, $2480| Cell phone and non-employee compensation, $12871|
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,922
Liabilities
-
Net assets
$39,922
Revenue
$161,524
Expenses
$171,012
Net income
-$9,488
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