DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (EIN 271573481) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

LEW MINSKY

Phone

2026561868

Tax Period

2024-01-01 to 2024-12-31

DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO FOSTER A DIALOGUE AMONG THE LEADERS OF THE DEFINED CONTRIBUTION COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $724,550

Program Service Revenue $1,955,166

Investment Income $53,961

Other Revenue $9,097

TOTAL REVENUE $2,742,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,290,674

Fundraising Expenses $0

Other Expenses $1,388,082

TOTAL EXPENSES $2,678,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,742,774	$2,251,286	+0.2%
Expenses	$2,678,756	$2,421,573	+0.1%
Net Income	$64,018	$-170,287	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$903,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS LYON	CHAIR	2.00	Officer Director	$0	$0	$0
MIKE RASO	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY BETH GLOTZBACH	IMMEDIATE PAST CHAIR UNTIL JANUARY	2.00	Officer Director	$0	$0	$0
ALLEGRA HEYLIGERS	TREASURER	2.00	Officer Director	$0	$0	$0
KAI WALKER	DIRECTOR	1.50	Director	$0	$0	$0
JEFF CIMINI	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ANDEBERHAN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN O'DONNELL	DIRECTOR	2.00	Director	$0	$0	$0
VIKRANT ARYA	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE COLLINSON	DIRECTOR	1.50	Director	$0	$0	$0
MICHELLE RAPPA	DIRECTOR	2.00	Director	$0	$0	$0
VIDYA RAJAPPA	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN COLVIN	DIRECTOR	2.00	Director	$0	$0	$0
BILL RYAN	DIRECTOR	1.50	Director	$0	$0	$0
JANE GREENFIELD	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS ANAST	DIRECTOR	1.50	Director	$0	$0	$0
MICHAEL DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KREPS	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE MCALLISTER	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER NIKOLICH	DIRECTOR	2.00	Director	$0	$0	$0
JOHANNA VOGEL	DIRECTOR	2.00	Director	$0	$0	$0
KATIE HOCKENMAIER	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW RAUSEO	DIRECTOR	2.00	Director	$0	$0	$0
HANNAH SCHRINER	DIRECTOR	2.00	Director	$0	$0	$0
MEGAN YOST	DIRECTOR	2.00	Director	$0	$0	$0
BETH PATTILLO	DIRECTOR	2.00	Director	$0	$0	$0
SIMON FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS WEIRATH	DIRECTOR	2.00	Director	$0	$0	$0
ASHWINI JAMBEKAR	DIRECTOR AS OF APRIL	2.00	Director	$0	$0	$0
STEVE FERBER	DIRECTOR UNTIL FEBRUARY	2.00	Director	$0	$0	$0
MIKAYLEE O'CONNOR	DIRECTOR UNTIL APRIL	2.00	Director	$0	$0	$0
AARON BORDERS	DIRECTOR UNTIL APRIL	1.50	Director	$0	$0	$0
LEW MINSKY	PRESIDENT & CEO	40.00	Officer	$663,387	$30,800	$694,187
PAM HESS	EXECUTIVE DIRECTOR OF DCIIA RRC	1.00	Officer	$203,333	$6,400	$209,733
AMANDA MCCORMICK	VP OF OPERATIONS	40.00	Highest	$154,579	$4,865	$159,444
KAREN WITHAM VP OF	COMMUNICATIONS & MARKETING	40.00	Highest	$128,100	$4,560	$132,660

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,742,774	$2,678,756	$2,722,590	$64,018
2023	$2,251,286	$2,421,573	$2,607,949	$-170,287
2022	$2,217,317	$2,276,772	$2,445,374	$-59,455
2021	$2,058,236	$1,590,788	$2,625,191	$467,448
2020	$1,909,487	$1,846,030	$2,268,073	$63,457
2019	$1,936,764	$2,051,952	$1,969,543	$-115,188
2018	$1,658,969	$1,810,821	$2,077,520	$-151,852

DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION