Civic Intelligence

Defined Contribution Real Estate Council Inc

990 • Fiscal year 2021 • EIN 46-0721413

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

34th percentile

4.4%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

28th percentile

2.5%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$623,156

Up $15,250 (+2.5%) from 2020

Net Assets

Up

$620,967

Up $13,821 (+2.3%) from 2020

Liabilities

Up

$2,189

Up $1,429 (+188%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin34th percentile

Revenue

Up

$315,251

Up $21,860 (+7.5%) from 2020

Expenses

Up

$301,430

Up $49,241 (+20%) from 2020

Net Income

Down

$13,821

Down $27,381 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$623,156
Liabilities$2,189
Net Assets$620,967
Open 2021 Filing

Operations Trend

Revenue Growth51st 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

2021

Revenue$315,251
Expenses$301,430
Net Income$13,821
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$315,251
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$607,906$623,156▲ $15,250
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$607,906$623,156▲ $15,250
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$760$2,188▲ $1,428
Other Liabilities-$1-
Total Liabilities$760$2,189▲ $1,429
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$607,146$620,967▲ $13,821
Total Net Assets Fund Balance$607,146$620,967▲ $13,821
Total Liabilities and Net Assets / Fund Balance$607,906$623,156▲ $15,250
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
MICHAEL O'CONNORCo-president
Sara SheanCo-president
Adam RuggieroDirector
Allan SwaringenDirector
Ben KanneDirector
Bill FosterDirector
Brad ScafeDirector
Brian LambertDirector
David MakowiczDirector
Diane SmolaDirector
Jani VenterDirector
Jessica HobbsDirector
Joseph HealyDirector
Justin ParkDirector
Kevin Ryandirector
Kurt WaltenDirector
Leon VolchyokDirector
Luke RottmannDirector
Mark EarlyDirector
Paul AndrewsDirector
Peter PalandjianDirector
Rob PalmeriDirector
Robert CollinsDirector
Shawn LeseDirector
Tim BollaDirector
Tracey LukeDirector
Tripp BraillardDirector
Ian MatthewCo- Secretary
Jodi FiserCo- Treasurer
Lennine OcchinoCo-secretary
Anne-marie VandenbergCo-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,000
Program Service Revenue
$0
Investment Income
$251
Other Revenue
$0
Change in Net Assets
$13,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,430
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---$219,067
Office Expenses---$35,474
Advertising---$28,200
Fees for Services Other---$7,877
Fees for Services Accounting---$6,368
Insurance---$2,898
Travel---$1,026
Other Expenses---$200
Total Functional Expenses$0$0$0$301,430
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
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 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
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Shean
Formed
2012
Legal Domicile
Ny
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
35

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/TitleTxt14Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,156
Liabilities
$2,189
Net assets
$620,967
Revenue
$315,251
Expenses
$301,430
Net income
$13,821
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