Civic Intelligence

Defined Contribution Real Estate Council Inc

990 • Fiscal year 2018 • EIN 46-0721413

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.DCREC.ORG
80 State StreetAlbany, NY 12207

(201) 445-7007

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

30%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$502,955

Up $80,944 (+19%) from 2017

Net Assets

Up

$498,772

Up $80,619 (+19%) from 2017

Liabilities

Up

$4,183

Up $325 (+8.4%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

Up

$265,388

Up $29,884 (+13%) from 2017

Expenses

Down

$184,769

Down $3,374 (-1.8%) from 2017

Net Income

Up

$80,619

Up $33,258 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2013: $185,605Liabilities 2013: $4,190Net Assets 2013: $181,4152013Assets 2014: $266,056Liabilities 2014: $18,552Net Assets 2014: $247,5042014Assets 2015: $348,655Liabilities 2015: $1,258Net Assets 2015: $347,3972015Assets 2016: $370,792Liabilities 2016: $1,037Net Assets 2016: $369,7552016Assets 2017: $422,011Liabilities 2017: $3,858Net Assets 2017: $418,1532017Assets 2018: $502,955Liabilities 2018: $4,183Net Assets 2018: $498,7722018Assets 2019: $571,888Liabilities 2019: $5,944Net Assets 2019: $565,9442019Assets 2020: $607,906Liabilities 2020: $760Net Assets 2020: $607,1462020Assets 2021: $623,156Liabilities 2021: $2,189Net Assets 2021: $620,9672021Assets 2022: $560,391Liabilities 2022: $7,809Net Assets 2022: $552,5822022Assets 2023: $490,111Liabilities 2023: $6,970Net Assets 2023: $483,1412023Assets 2024: $423,331Liabilities 2024: $5,783Net Assets 2024: $417,5482024Assets 2025: $335,193Liabilities 2025: $1,596Net Assets 2025: $333,5972025

Highlighted filing

2018

Assets$502,955
Liabilities$4,183
Net Assets$498,772
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $205,350Expenses 2013: $91,643Net Income 2013: $113,7072013Revenue 2014: $255,000Expenses 2014: $188,911Net Income 2014: $66,0892014Revenue 2015: $225,000Expenses 2015: $125,107Net Income 2015: $99,8932015Revenue 2016: $255,000Expenses 2016: $232,642Net Income 2016: $22,3582016Revenue 2017: $235,504Expenses 2017: $188,143Net Income 2017: $47,3612017Revenue 2018: $265,388Expenses 2018: $184,769Net Income 2018: $80,6192018Revenue 2019: $335,950Expenses 2019: $268,778Net Income 2019: $67,1722019Revenue 2020: $293,391Expenses 2020: $252,189Net Income 2020: $41,2022020Revenue 2021: $315,251Expenses 2021: $301,430Net Income 2021: $13,8212021Revenue 2022: $333,235Expenses 2022: $401,620Net Income 2022: -$68,3852022Revenue 2023: $294,448Expenses 2023: $363,889Net Income 2023: -$69,4412023Revenue 2024: $271,863Expenses 2024: $336,324Net Income 2024: -$64,4612024Revenue 2025: $244,147Expenses 2025: $328,098Net Income 2025: -$83,9512025

Highlighted filing

2018

Revenue$265,388
Expenses$184,769
Net Income$80,619
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$265,388
Mission and Program Overview

Mission

The organization has been formed to promote the inclusion of investment in direct commercial real estate and real estate securities within defined contribution plans by furthering education about, advocacy for, and best practices of, such investments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$422,011$502,955▲ $80,944
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$422,011$502,955▲ $80,944
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,858$4,183▲ $325
Total Liabilities$3,858$4,183▲ $325
Net Assets / Fund Balance
Unrestricted Net Assets$418,153$498,772▲ $80,619
Total Net Assets Fund Balance$418,153$498,772▲ $80,619
Total Liabilities and Net Assets / Fund Balance$422,011$502,955▲ $80,944
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Allan SwaringenCo-president
Jennifer Perkinsco-president
Anne-marie VandenbergDirector
Aron YoungerwoodDirector
Bradley ScafeDirector
Brian LambertDirector
David SkinnerDirector
Jerry ClaeysDirector
Kevin Ryandirector
Kurt WaltenDirector
Larry BraithwaiteDirector
Laurie TillinghastDirector
Luke RottmannDirector
Mark EarleyDirector
Michael KeatingDirector
Peter PalandjianDirector
Robert CollinsDirector
Scott StuckmanDirector
Stephen DunnDirector
Steven HarperDirector
Kurt EdwardsCo-secretary
MICHAEL O'CONNORCo-secretary
Sara SheanCo-treasurer
Tracey LukeCo-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$265,388
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$388
Change in Net Assets
$80,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$139,545
Travel---$27,754
Advertising---$6,479
Fees for Services Accounting---$6,050
Insurance---$2,519
Other Expenses---$1,217
Office Expenses---$1,205
Total Functional Expenses$0$0$0$184,769
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
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-FamilyConsultingNo$139,545

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Ben adams, consultant to defined contribution real estate council, inc. Is the brother of mary adams petrusa, who is the president of the organization's association management firm, event consulting group.”

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Event consulting group handles all management duties”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The organization removed lobbying from its mission fulfillness”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Event consulting group reviews the 990 followed by the co-treasurers and co-president”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization reviews the conflict of interest policy at the annual meeting with all members and makes any adjustments if necessary”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Defined Contribution
EIN
46-0721413
Phone
2014457007
Address
80 STATE STREET, ALBANY, NY 12207

Signing Officer

Name
Allan Swaringen
Title
Co-President
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allan Swaringen
Formed
2012
Legal Domicile
Ny
Voting Board Members
24
Independent Board Members
24
Employees
0

Preparer

Firm
Cullari Carrico LLC
Address
55 Lane Road Ste 300, Fairfield, NJ 07004
Preparer
Catherine Ross-powers
Phone
9734063955
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Co-secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co-treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Co-president
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17Co-secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19co-president
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CO-TREASURER
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt02519
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0265000
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IRS990/MinutesOfCommitteesInd0true
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IRS990/PrincipalOfficerNm0ALLAN SWARINGEN
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IRS990/ProhibitedTaxShelterTransInd0false
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,955
Liabilities
$4,183
Net assets
$498,772
Revenue
$265,388
Expenses
$184,769
Net income
$80,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$0.02$3.34$2.44$3.28$0.84
2024Detailed filing. Detailed filing data is available for this year.$4.23$0.06$4.18$2.72$3.36$0.64
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.07$4.83$2.94$3.64$0.69
2022Detailed filing. Detailed filing data is available for this year.$5.60$0.08$5.53$3.33$4.02$0.68
2021Detailed filing. Detailed filing data is available for this year.$6.23$0.02$6.21$3.15$3.01$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.08$0.01$6.07$2.93$2.52$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.06$5.66$3.36$2.69$0.67
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.04$4.99$2.65$1.85$0.81
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.04$4.18$2.36$1.88$0.47
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.70$2.55$2.33$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.47$2.25$1.25$1.00
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.19$2.48$2.55$1.89$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.04$1.81$2.05$0.92$1.14