Defined Contribution Alternatives Association (EIN 364813561) - 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

2015

Legal Domicile

Phone

8883225828

Tax Period

2025-01-01 to 2025-12-31

Defined Contribution Alternatives Association, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $748K in total revenue in fiscal year 2025. Revenue surged 97% from the prior year, signaling strong growth momentum. Expenses of $663K left a modest 11% surplus.

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.

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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 (2025)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $648,481

Investment Income $0

Other Revenue $0

TOTAL REVENUE $748,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,176

Fundraising Expenses $0

Other Expenses $299,706

TOTAL EXPENSES $662,882

Year-over-Year Comparison

	2025	2024	Change
Revenue	$748,481	$380,133	+1.0%
Expenses	$662,882	$370,374	+0.8%
Net Income	$85,599	$9,759	+7.8%

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

$396,868

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Epstein	President	60.00	Officer	$336,350	$13,800	$350,150
Michelle Rappa	Chair	5.00	Officer Director	$0	$0	$0
Alain Michnick	Vice Chairman	3.00	Officer Director	$0	$0	$0
Chris Yao	Treasurer	3.00	Officer Director	$0	$0	$0
Hayden Galary	Secretary	3.00	Officer Director	$0	$0	$0
Jani Venter	Director	3.00	Director	$0	$0	$0
Matt Garzone	Director	3.00	Director	$0	$0	$0
Diane Smole	Director	3.00	Director	$0	$0	$0
Adam Farrell	Director	3.00	Director	$0	$0	$0
James Hannigan	Director	3.00	Director	$0	$0	$0
Jennifer Delong	Director	3.00	Director	$0	$0	$0
Avi Turetsky	Director	3.00	Director	$0	$0	$0
Serge A Boccassini	Controller	20.00	Officer	$46,718	$0	$46,718

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
2025	$748,481	$662,882	$176,473	$85,599
2024	$380,133	$370,374	$90,685	$9,759
2023	$345,975	$349,614	$84,992	$-3,639
2022	$265,603	$263,555	$88,631	$2,048
2021	$269,047	$222,386	$86,583	$46,661

Defined Contribution Alternatives Association