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Defined Contribution Alternatives Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 364813561 ✦ Washington, DC ✦ Designated as a 501(c)(6)

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Overview

What is Defined Contribution Alternatives Association?

The Defined Contribution Alternatives Association is a nonprofit organization situated in Washington D.C. Their primary mission is to improve and safeguard the outcomes for plan participants by advocating for the inclusion of various alternative investments within a defined contribution plan framework. They achieve this through educational initiatives, research, and advocacy. The association has held numerous board meetings to establish a monitoring process for their key initiatives and has organized three in-person general sessions for its members to educate them on operational issues, investment allocation, and utilization.


Official website here: www.dcalta.org

Is Defined Contribution Alternatives Association legitimate?

Defined Contribution Alternatives Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Defined Contribution Alternatives Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $189,324
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.dcalta.org

What is the mission statement of Defined Contribution Alternatives Association?

The Defined Contribution Alternatives Association's mission is centered around improving and ensuring favorable outcomes for plan participants. They achieve this objective through advocacy, education, and research on the merits of incorporating various alternative investments within defined contribution plans. The association actively engages in workshops and meetings to educate its members on operational matters, investment allocation, and utilization, aiming to enhance the overall effectiveness of such plans.


Official website here: www.dcalta.org

Who is the CEO of Defined Contribution Alternatives Association?

Jonathan Epstein is the President of Defined Contribution Alternatives Association.


Official website here: www.dcalta.org

What is the revenue of Defined Contribution Alternatives Association?

Defined Contribution Alternatives Association's revenue in 2022 was $265,603.


Official website here: www.dcalta.org

Who are the executives of Defined Contribution Alternatives Association and what are their salaries?


Here are 12 key members and their salaries:


Jonathan Epstein (President)
  • Compensation: $189,324
  • Related: $0
  • Other: $0
Kathy Wanner (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Serge Boccassini (Board Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Rappa (Corp Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alain Michnick (Vice Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bob Long (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Yau (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hayden Gallary (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charlie Nelson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gary Fencik (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeffrey Hall (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Garzone (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.dcalta.org

Where can I find the form 990 for Defined Contribution Alternatives Association?

Defined Contribution Alternatives Association's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.dcalta.org

Learn more at the official website: www.dcalta.org

Mission Statement of Defined Contribution Alternatives Association

The Defined Contribution Alternatives Association, in its mission, aims to improve and safeguard the outcomes for plan participants by advocating and conducting research on the merits of integrating various types of alternative investments within a defined contribution plan structure. This organization's mission is geared towards enhancing the financial well-being of plan participants through education and advocacy, emphasizing the potential benefits of incorporating alternative investment options within defined contribution plans. To achieve this goal, the Association engages in activities such as developing a monitoring process for its key initiatives, conducting educational sessions for its members on operational issues, investment allocation, and utilization, and holding board meetings to review and create strategies for these initiatives.

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Impact




October, 2024

The Defined Contribution Alternatives Association significantly enhances and secures participant outcomes by educating stakeholders on the strategic inclusion of alternative investments in defined contribution plans. Through its activities, the association conducts comprehensive research and advocacy efforts that promote the benefits of diversifying investment options for plan participants.

With a focus on operational excellence, the association held four board meetings to develop, review, and implement a robust monitoring process for its five key initiatives. Additionally, it organized three in-person general sessions, providing valuable insights and education to its membership on crucial topics such as operational issues, investment allocation, and the utilization of alternative investments. By facilitating these discussions, the association fosters a deeper understanding of how diverse investment strategies can positively impact participant retirement savings and overall financial well-being.




This information is meant to be a general summary of Defined Contribution Alternatives Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$265,603 (2022)
Expenses
$263,555 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $265,603
  • Gross Receipts: $265,603

Assets and Liabilities:

  • Total Assets: $88,631
  • Total Liabilities: $0
  • Net Assets: $88,631

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

Insurance and employee benefit funds

Revenue

$265,603

Organization Details

Founding Year

2015

Principal Officer

Jonathan Epstein

Main Address

1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC, 200065811

NTEE Category

Code: S41 - Community improvement

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