Civic Intelligence

Defined Contribution Real Estate Council Inc

990 • Fiscal year 2019 • EIN 46-0721413

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

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

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

85th percentile

20%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

27%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$571,888

Up $68,933 (+14%) from 2018

Net Assets

Up

$565,944

Up $67,172 (+13%) from 2018

Liabilities

Up

$5,944

Up $1,761 (+42%) from 2018

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin85th percentile

Revenue

Up

$335,950

Up $70,562 (+27%) from 2018

Expenses

Up

$268,778

Up $84,009 (+45%) from 2018

Net Income

Down

$67,172

Down $13,447 (-17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$571,888
Liabilities$5,944
Net Assets$565,944
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$335,950
Expenses$268,778
Net Income$67,172
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.0
Gross Receipts
$335,950
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$502,955$571,888▲ $68,933
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$502,955$571,888▲ $68,933
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,183$5,944▲ $1,761
Total Liabilities$4,183$5,944▲ $1,761
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$498,772$565,944▲ $67,172
Total Net Assets Fund Balance$498,772$565,944▲ $67,172
Total Liabilities and Net Assets / Fund Balance$502,955$571,888▲ $68,933
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Allan SwaringenCo-president
MICHAEL O'CONNORCo-president
Ana De CostaDirector
Bill FosterDirector
Bradley ScafeDirector
Brian LambertDirector
Dave MakowiczDirector
Jani VenterDirector
Jennifer PerkinsDirector
John FaustDirector
Justin ParkDirector
Kevin Ryandirector
Kurt WaltenDirector
Larry BraithwaiteDirector
Luke RottmannDirector
Mark EarleyDirector
Michael KeatingDirector
Patrick KassenDirector
Paul AndrewsDirector
Peter PalandjianDirector
Rob PalmeriDirector
Robert CollinsDirector
Ryan KrauchDirector
Shawn LeseDirector
Steve RepertingerDirector
Steven HarperDirector
Tripp BraillardDirector
Brian VelkyCo-secretary
Lennine OcchinoCo-secretary
Anne-marie VandenbergCo-treasurer
Sara SheanCo-treasurer
Tracey LukeCo-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$330,568
Program Service Revenue
$0
Investment Income
$5,382
Other Revenue
$0
All Other Contributions
$568
Change in Net Assets
$67,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,778
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---$163,556
Conferences and Meetings---$40,641
Travel---$33,342
Fees for Services Other---$15,600
Fees for Services Accounting---$6,500
Advertising---$4,084
Insurance---$2,640
Office Expenses---$1,168
Interest---$7
Other Expenses---$-1
Total Functional Expenses$0$0$0$268,778
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

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 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
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 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
Sara Shean
Title
Co-president
Phone
2014457007
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Shean
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/TitleTxt22DIRECTOR
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$571,888
Liabilities
$5,944
Net assets
$565,944
Revenue
$335,950
Expenses
$268,778
Net income
$67,172
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