Civic Intelligence

Defined Contribution Alternatives Association

990 • Fiscal year 2023 • EIN 36-4813561

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

-1.1%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

100th percentile

$218,500

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 63.2% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$84,992

Down $3,639 (-4.1%) from 2022

Net Assets

Down

$84,992

Down $3,639 (-4.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin44th percentile

Revenue

Up

$345,975

Up $80,372 (+30%) from 2022

Expenses

Up

$349,614

Up $86,059 (+33%) from 2022

Net Income

Down

-$3,639

Down $5,687 (-278%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$84,992
Liabilities$0
Net Assets$84,992
Open 2023 Filing

Operations Trend

Revenue Growth78th 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

2023

Revenue$345,975
Expenses$349,614
Net Income-$3,639
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Gross Receipts
$345,975
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$88,631$84,992▼ $3,639
Cap Stk Tr Prin Current Funds$88,631$84,992▼ $3,639
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$88,631$84,992▼ $3,639
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$88,631$84,992▼ $3,639
Total Liabilities and Net Assets / Fund Balance$88,631$84,992▼ $3,639
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan EpsteinPresidentFT$218,500$218,500

Board Members and Trustees

NameTitle
Serge BoccassiniBoard Chair
Alain MichnickVice chair
Avi TuretskyDirector
Chris YauDirector
Drew CarringtonDirector
Hayden GallaryDirector
James HanniganDirector
Kirk PenlandDirector
Matthew GarzoneDirector
Michelle RappaCorp Secretary
Kathy WannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$345,975
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-3,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$232,000
Other Expenses$117,614
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$218,500
Fees for Services Legal$0$0$0$35,363
Fees for Services Accounting$0$0$0$31,221
Advertising$0$0$0$19,623
Payroll Taxes$0$0$0$13,500
Conferences and Meetings$0$0$0$8,561
Travel$0$0$0$8,561
Office Expenses$0$0$0$7,864
Information Technology$0$0$0$3,456
Total Functional Expenses$0$0$0$349,614
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 the Q2 board meeting.”

Part VI, Line 11B

“We provide the submitted 990 to the board during QUarter 2 board meetings. 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 VIII Line 2

“| Explanation:| Insurance and Employee Benefit Funds”

Part VIII Line 2

“| 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
2024-05-03

Organization Details

Formed
2015
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
0
Supplemental Narrative

Additional Explanations

Part IV Line 19

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

Part I Line 1

“| Explanation:| 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.”

Part III Line 1

“| Explanation:| 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.”

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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/InformationTechnologyGrp/TotalAmt03456
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
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IRS990/InterestGrp/ProgramServicesAmt00
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt088631
IRS990/NetAssetsOrFundBalancesEOYAmt084992
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt07864
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0phone
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt02965
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,992
Liabilities
$0
Net assets
$84,992
Revenue
$345,975
Expenses
$349,614
Net income
-$3,639
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