Nonprofit · EIN 27-1573481
DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION
Tax-exempt · JUPITER, FL 33477
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,742,774 | $2,678,756 | $64,018 | $2,722,590 | $1,268,591 | $1,453,999 |
| December 31, 2023 | 990 | $2,251,286 | $2,421,573 | -$170,287 | $2,607,949 | $1,217,968 | $1,389,981 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $724,550
- Program service revenue
- $1,955,166
- Investment income
- $53,961
- Other revenue
- $9,097
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $661,468
- Other salaries and wages
- $549,139
- Salaries, compensation and benefits (total)
- $1,290,674
- Professional fundraising fees
- $0
- Legal fees
- $36,000
- Accounting fees
- $20,529
- Travel
- $55,423
Balance sheet and other
- Total assets, start of year
- $2,607,949
- Total assets, end of year
- $2,722,590
- Total liabilities, end of year
- $1,268,591
- Net assets, end of year
- $1,453,999
- Publicly traded securities
- $1,047,024
- Net assets without donor restrictions
- $1,453,999
- Gross receipts
- $2,742,774
- Employees
- 10
- Volunteers
- 32
- Year formed
- 2010
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEW MINSKY | PRESIDENT & CEO Officer | 40 | $663,387 | $30,800 |
| PAM HESS | EXECUTIVE DIRECTOR OF DCIIA RRC Officer | 1 | $203,333 | $6,400 |
| AMANDA MCCORMICK | VP OF OPERATIONS Highest-paid employee | 40 | $154,579 | $4,865 |
| KAREN WITHAM VP OF | COMMUNICATIONS & MARKETING Highest-paid employee | 40 | $128,100 | $4,560 |
| CHRIS LYON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MIKE RASO | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARY BETH GLOTZBACH | IMMEDIATE PAST CHAIR UNTIL JANUARY Trustee or director, Officer | 2 | $0 | $0 |
| ALLEGRA HEYLIGERS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KAI WALKER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF CIMINI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL ANDEBERHAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRISTIN O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VIKRANT ARYA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CATHERINE COLLINSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MICHELLE RAPPA | DIRECTOR Trustee or director | 2 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIDYA RAJAPPA | DIRECTOR Trustee or director | 2 | $0 |
| KRISTEN COLVIN | DIRECTOR Trustee or director | 2 | $0 |
| BILL RYAN | DIRECTOR Trustee or director | 1.5 | $0 |
| JANE GREENFIELD | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS ANAST | DIRECTOR Trustee or director | 1.5 | $0 |
| MICHAEL DAVIS | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL KREPS | DIRECTOR Trustee or director | 2 | $0 |
| JAMIE MCALLISTER | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTOPHER NIKOLICH | DIRECTOR Trustee or director | 2 | $0 |
| JOHANNA VOGEL | DIRECTOR Trustee or director | 2 | $0 |
| KATIE HOCKENMAIER | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW RAUSEO | DIRECTOR Trustee or director | 2 | $0 |
| HANNAH SCHRINER | DIRECTOR Trustee or director | 2 | $0 |
| MEGAN YOST | DIRECTOR Trustee or director | 2 | $0 |
| BETH PATTILLO | DIRECTOR Trustee or director | 2 | $0 |
| SIMON FRANKLIN | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS WEIRATH | DIRECTOR Trustee or director | 2 | $0 |
| ASHWINI JAMBEKAR | DIRECTOR AS OF APRIL Trustee or director | 2 | $0 |
| STEVE FERBER | DIRECTOR UNTIL FEBRUARY Trustee or director | 2 | $0 |
| MIKAYLEE O'CONNOR | DIRECTOR UNTIL APRIL Trustee or director | 2 | $0 |
| AARON BORDERS | DIRECTOR UNTIL APRIL Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2023: 48 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEW MINSKY | PRESIDENT & CEO Officer | 40 | $626,844 | $30,800 |
| LISA MASSENA | CHIEF OPERATING OFFICER Officer | 40 | $193,750 | $14,782 |
| PAM HESS | EXECUTIVE DIRECTOR OF DCIIA RRC Officer | 1 | $183,333 | $6,400 |
| AMANDA MCCORMICK | VP OF OPERATIONS Highest-paid employee | 40 | $132,167 | $4,865 |
| KAREN WITHAM VP OF | COMMUNICATIONS & MARKETING Highest-paid employee | 40 | $122,000 | $4,560 |
| CHRIS LYON CO-CHAIR UNTIL | 03/2023, THEN CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MIKE RASO TREASURER UNTIL | 03/2023, THEN VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID MUSTO | IMMEDIATE PAST CHAIR UNTIL 03/2023 Trustee or director, Officer | 2 | $0 | $0 |
| MARY BETH GLOTZBACH CO-CHAIR | UNTIL 03/2023, THEN IMMED.PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALLEGRA HEYLIGERS DIRECTOR | UNTIL 03/2023, THEN TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KAI WALKER | DIRECTOR AS OF 03/2023 Trustee or director | 1.5 | $0 | $0 |
| JEFF CIMINI | DIRECTOR AS OF 11/2023 Trustee or director | 2 | $0 | $0 |
| MICHAEL ANDEBERHAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRISTIN O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VIKRANT ARYA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CATHERINE COLLINSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEVE FERBER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE RAPPA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VIDYA RAJAPPA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRISTEN COLVIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL RYAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MIKAYLEE O'CONNOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANE GREENFIELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS ANAST | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MICHAEL DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL KREPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMIE MCALLISTER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER NIKOLICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHANNA VOGEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE HOCKENMAIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW RAUSEO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HANNAH SCHRINER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN YOST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH PATTILLO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SIMON FRANKLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS WEIRATH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROB AUSTIN | DIRECTOR UNTIL 03/2023 Trustee or director | 1.5 | $0 | $0 |
| MELISSA KAHN | DIRECTOR UNTIL 03/2023 Trustee or director | 2 | $0 | $0 |
| AARON BORDERS | DIRECTOR UNTIL 05/2023 Trustee or director | 1.5 | $0 | $0 |
| ERIN DONNELLY | DIRECTOR UNTIL 03/2023 Trustee or director | 2 | $0 | $0 |
| TONY TOMICH | DIRECTOR UNTIL 03/2023 Trustee or director | 2 | $0 | $0 |
| ELIZABETH HEFFERNAN | DIRECTOR UNTIL 03/2023 Trustee or director | 1.5 | $0 | $0 |
| KEVIN KNOWLES | DIRECTOR UNTIL 03/2023 Trustee or director | 2 | $0 | $0 |
| EILEEN KWEI | DIRECTOR UNTIL 03/2023 Trustee or director | 2 | $0 | $0 |
| JESSICA SCLAFANI | DIRECTOR UNTIL 03/2023 Trustee or director | 1.5 | $0 | $0 |
| KEVIN MORRIS | DIRECTOR UNTIL 05/2023 Trustee or director | 2 | $0 | $0 |
| CATHERINE REILLY | DIRECTOR UNTIL 02/2023 Trustee or director | 2 | $0 | $0 |
| CHRISTINA ELLIOTT DIRECTOR | AS OF 02/2023, THEN UNTIL 07/2023 Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 N US HIGHWAY 1 SUITE D10, JUPITER, FL 33477-5135
- In care of
- % SMITH BUCKLIN
- Principal officer (990 for 2024)
- LEW MINSKY, 201 N US HIGHWAY 1 D10 1088, JUPITER, FL 33477
- Signed the 990
- LEW MINSKY, PRESIDENT & CEO
- Phone
- (202) 656-1868
- Website
- WWW.DCIIA.ORG
- Return prepared by
- JM&M
Mission
TO FOSTER A DIALOGUE AMONG THE LEADERS OF THE DEFINED CONTRIBUTION COMMUNITY.
Program accomplishments
- ANNUAL FORUMS AND SUMMIT: PUBLIC POLICY FORUM - DCIIA PARTNERS WITH INDUSTRY ORGANIZATION (SPARK INSTITUTE) TO PROVIDE AN ANNUAL PUBLIC POLICY FORUM OPEN TO ALL OF ITS MEMBERS. THE PUBLIC POLICY FORUM PROVIDES AN OPPORTUNITY TO PROMOTE COLLABORATIVE RELATIONSHIPS BETWEEN INDUSTRY LEADERS AND THE KEY PLAYERS IN THE POLICY COMMUNITY SUCH AS MEMBERS OF CONGRESS, SENIOR CAPITOL HILL STAFF, DEPARTMENT OF LABOR, SECURITIES AND EXCHANGE COMMISSION, AND THE U.S. TREASURY AS WELL AS SIMILAR INTERNATIONAL ENTITIES. THE PUBLIC POLICY FORUM ALSO PROVIDES MEMBERS WITH UPDATES FROM EACH OF DCIIA'S COMMITTEES.ACADEMIC FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY MEETING OPEN TO ALL OF ITS MEMBERS. THE ACADEMIC FORUM BRINGS TOGETHER OVER 300 INDUSTRY LEADERS WITH THOUGHT LEADERS IN THE ACADEMIC AND PLAN SPONSOR COMMUNITIES. TOPICS AT THE ACADEMIC FORUM INCLUDE DISCUSSIONS ON BEHAVIORAL FINANCE, RETIREMENT INCOME, AND ADVANCED INVESTMENT DESIGN.INNOVATION FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY INNOVATION FORUM OPEN TO ALL OF ITS MEMBERS. THE INNOVATION FORUM FOCUSES ON TOPICS DRIVING THE FUTURE OF THE DEFINED CONTRIBUTION INDUSTRY AND FEATURES EXPERT SPEAKERS FROM ITS MEMBER FIRMS.DIVERSITY, EQUITY, & INCLUSION (DEI) AWARDS DINNER - DCIIA PROVIDES AN ANNUAL EVENING EVENT OPEN TO ALL OF ITS MEMBERS WITH PROGRAMMING FOCUSING ON DEI. THE AWARDS RECOGNIZE INDIVIDUALS WHO ARE ADVOCATING FOR OR OTHERWISE CONTRIBUTING TO MEMBER ORGANIZATIONS' DIVERSITY, EQUITY, AND INCLUSIVENESS IN TWO CATEGORIES: LEADERS, AND RISING STARS.THE ADVISOR INSTITUTE FORUM - DCIIA BRINGS TOGETHER SENIOR EXECUTIVES TO SHARE IDEAS FREELY IN A COLLABORATIVE, INTIMATE ATMOSPHERE HELD OVER TWO DAYS. EXECUTIVES EXPLORE THE FUTURE OF THE INDUSTRY, ENGAGE IN THOUGHT-PROVOKING DISCUSSIONS, AND ENJOY NETWORKING OPPORTUNITIES WITH A CROSS-SECTION OF INDUSTRY LEADERS.
- COMMITTEES AND MEETINGS:DCIIA'S MEMBERS MAY PARTICIPATE IN THE FOLLOWING COMMITTEES: COMMUNICATIONS; DIVERSITY, EQUITY, AND INCLUSION; GLOBAL; INVESTMENT POLICY AND DESIGN; ESG (SUBCOMMITTEE); PLAN DESIGN AND ADMIN; PUBLIC POLICY; AND RETIREMENT INCOME.THESE COMMITTEES BRING TOGETHER A DIVERSE GROUP OF DC PROFESSIONALS, INCLUDING: INVESTMENT MANAGERS, INSURANCE COMPANIES, CONSULTANTS, RECORDKEEPING AND TRUST COMPANIES, PLAN SPONSORS, LAW FIRMS, ACADEMIA, AND OTHER STAKEHOLDERS FOCUSED ON IMPROVING FINANCIAL OUTCOMES FOR AMERICA'S WORKERS. THESE COMMITTEES FURTHER THE MISSION OF DCIIA THROUGH THE FOLLOWING STRATEGIES:-PROVIDES AN INDEPENDENT FORUM FOR THOUGHT LEADERSHIP ON ADVANCING DEFINED CONTRIBUTION AND RETIREMENT INCOME DESIGN, INCLUDING INSTITUTIONAL DEFAULT INVESTMENT STRATEGIES AND RETIREMENT INCOME SOLUTIONS;-CONDUCTS RESEARCH, PUBLISHES ANALYSIS AND INSIGHTS, AND HOSTS EVENTS THAT SUPPORT THE ADVANCEMENT OF INSTITUTIONAL APPROACHES AND BETTER DEFINED CONTRIBUTION DESIGN;-IDENTIFIES AND REMOVES BARRIERS FOR PLAN SPONSORS SO THAT THEY MAY PURSUE IMPROVED DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT STRUCTURES;-ENCOURAGES IMPROVED FIDUCIARY PRACTICES AND TOOLS TO SUPPORT INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN; AND-EDUCATES LEGISLATORS AND REGULATORS ABOUT ISSUES AND CHALLENGES IN INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN AND BETTER APPROACHES TO RETIREMENT SECURITY.DCIIA HOLDS REGIONAL EVENTS IN VARIOUS CITIES THROUGHOUT THE YEAR. THESE EVENTS OFFER EDUCATIONAL OR NETWORKING OPPORTUNITIES FOR DCIIA'S MEMBERS.DCIIA HOLDS AN ANNUAL PLANNING MEETING WITH ITS BOARD TO DISCUSS VARIOUS STRATEGIC AND ORGANIZATIONAL MATTERS THAT MAY INFLUENCE DCIIA'S JOURNEY TOWARDS ITS MISSION.
- MEMBERSHIP AND PUBLIC RELATIONS: DCIIA'S SENIOR LEADERSHIP REPRESENTS THE ORGANIZATION TO THE PRESS AND TO EXTERNAL STAKEHOLDERS, AND PARTICIPATES IN INDUSTRY EVENTS ON BEHALF OF DCIIA.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1573481
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $2,722,590
- Income (IRS master file)
- $2,742,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,742,774 | $2,678,756 | $2,722,590 | XML |
| 990 | December 2023 | $2,251,286 | $2,421,573 | $2,607,949 | XML |
| 990 | December 2022 | $2,217,317 | $2,276,772 | $2,445,374 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1573481).
Questions about DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION
- What is the EIN of DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION?
- The employer identification number (EIN) of DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION is 27-1573481.
- Is DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
- Are donations to DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION?
- The 990 for the year ended December 31, 2024 names LEW MINSKY.
- Who are the officers and directors of DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 36 people; 4 received compensation from the organization, the highest $663,387 (LEW MINSKY, PRESIDENT & CEO).
- How much revenue does DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,742,774, expenses of $2,678,756 and total assets of $2,722,590 at year end.
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