Civic Intelligence

Defined Contribution Alternatives Association

990 • Fiscal year 2022 • EIN 36-4813561

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

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

45th percentile

0.00x

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

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

Liabilities / Revenue

45th percentile

0.00x

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

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

Net Margin

46th percentile

0.8%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

99th percentile

$189,324

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 71.3% of source-year revenue.

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

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

34th percentile

-1.3%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$88,631

Up $2,048 (+2.4%) from 2021

Net Assets

Up

$88,631

Up $2,048 (+2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin46th percentile

Revenue

Down

$265,603

Down $3,444 (-1.3%) from 2021

Expenses

Up

$263,555

Up $41,169 (+19%) from 2021

Net Income

Down

$2,048

Down $44,613 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2022

Assets$88,631
Liabilities$0
Net Assets$88,631
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

2022

Revenue$265,603
Expenses$263,555
Net Income$2,048
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Gross Receipts
$265,603
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$86,583$88,631▲ $2,048
Cap Stk Tr Prin Current Funds$86,583$88,631▲ $2,048
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$86,583$88,631▲ $2,048
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,583$88,631▲ $2,048
Total Liabilities and Net Assets / Fund Balance$86,583$88,631▲ $2,048
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan EpsteinPresidentFT$189,324$189,324

Board Members and Trustees

NameTitle
Serge BoccassiniBoard Chair
Alain MichnickVice chair
Bob LongDirector
Charlie NelsonDirector
Chris YauDirector
Gary FencikDirector
Hayden GallaryDirector
Jeffrey HallDirector
Matthew GarzoneDirector
Michelle RappaCorp Secretary
Kathy WannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$265,603
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$2,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,324
Other Expenses$74,231
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$189,324
Fees for Services Legal$0$0$0$23,782
Advertising$0$0$0$14,106
Conferences and Meetings$0$0$0$9,243
Travel$0$0$0$9,243
Fees for Services Accounting$0$0$0$6,050
Information Technology$0$0$0$4,749
Office Expenses$0$0$0$2,785
Total Functional Expenses$0$0$0$263,555
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Governance Explanations

Part VI, Line 11A

“Two internal organizational personnel input and review the 990. We provide the submitted 990 to the board during our Q2 board meeting.”

Part VI, Line 11B

“We provide the submitted 990 to the board during our Q2 board meeting. We make the form available to all members upon request.”

Part VI, Line 15

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

Part VI, Line 19

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

Part VIII, Line 2A

“| Explanation:| The nature of revenue is membership dues.”

Filing and Contact Details

Filer

Filer Name
Defined Contribution Alternatives Association
EIN
36-4813561
In Care Of
% Jonathan Epstein
Phone
8883225828
Address
1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC 20006-5811

Signing Officer

Name
Jonathan Epstein
Title
President
Signed
2023-04-25
Discuss with paid preparer
No

Organization Details

Formed
2015
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NetAssetsOrFundBalancesEOYAmt088631
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IRS990/OtherExpensesGrp/Desc0phone service expenses
IRS990/OtherExpensesGrp/Desc1subscriptions
IRS990/OtherExpensesGrp/Desc2Educational Videos
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
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IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt02650
IRS990/OtherExpensesGrp/TotalAmt1123
IRS990/OtherExpensesGrp/TotalAmt21500
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,631
Liabilities
$0
Net assets
$88,631
Revenue
$265,603
Expenses
$263,555
Net income
$2,048
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