NonprofitsDefined Contribution Alternatives Association

Community Improvement & Capacity Building

Defined Contribution Alternatives Association

PORT ORANGE, FL

Total revenue

$380K

Total expenses

$370K

Net assets

$91K

Grants received

EIN

364813561

Tax year

2024

Mission

To enhance and secure participant outcomes through education, research and advocacy on the benefits of including different types of alternative investments within a defined contribution plan framework.

Programs

2 programs

Research - Completed our Modernization of Retirement Savings-Technology Impacts on DC Plans paper conveying the importance of technological advances driving investment access, administration, and the streamlining of efficient processes for different tyhpes of alternative investments in DC plans. Our Alts Implementation and Ops Committee also initiated our Principles initiative and began formulating the investment merits for a white paper on Private Credit in DC Plans.

Advocacy - Provided updates on DCALTAs effort with legislative and regulatory efforts to our membership at the general session meetings and via our quarterly Public Policy Committee meetings.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$380K
Investment income
Other revenue
Total revenue$380K

Expenses

Grants paid
Salaries & benefits$254K
Fundraising
Other expenses$117K
Total expenses$370K
Total assets$91K
Net assets$91K

People

12 listed

NameRoleCompensation

Jonathan Epstein

President

Board

$240K

60 hrs/wk

Serge Boccassini

Chairman

Board

$28K

5 hrs/wk

Alain Michnick

Vice Chairman

Board

3 hrs/wk

Kathy Warner

Treasurer

Board

3 hrs/wk

Michelle Rappa

Secretary

Board

3 hrs/wk

Chris Yao

Director

Board

3 hrs/wk

Matt Garzone

Director

Board

3 hrs/wk

Hayden Galary

Director

Board

3 hrs/wk

Kirk Penland

Director

Board

3 hrs/wk

James Hannigan

Director

Board

3 hrs/wk

Drew Carrington

Director

Board

3 hrs/wk

Avi Turetsky

Director

Board

3 hrs/wk

Details

EIN364813561
NTEE codeS41
Subsection06
Ruling date2018-01
Formed2015
Employees1
Volunteers10
DEFINED CONTRIBUTION ALTERNATIVES ASSOCIATION — Mission, Financials & Grants Received | Grantivo