Washington, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
Education - Held four board meetings and an annual strategy session to focus on general session content, principles for the industry and white paper topics for educational purposes. Held 3 in-person...
Education - Held four board meetings and an annual strategy session to focus on general session content, principles for the industry and white paper topics for educational purposes. Held 3 in-person general sessions for membership to cover industry trends for alts in DC plans, operational/technological advancements, the merits of different types of non-traditional investments and how they may benefit DC retirement plan savers and we initiated our industry-changing Principles Initiative. Conducted a UK/US Webinar to compare and contrast policy perspectives and the pace of Alts in DC plans.
Research - Released 3 key papers through our Alts Implememtation & Operation Committee to educate the industry and stakeholders representing different roles and responsibilities in the retirement...
Research - Released 3 key papers through our Alts Implememtation & Operation Committee to educate the industry and stakeholders representing different roles and responsibilities in the retirement ecosystem: Unlocking the Potential of Private Investments in Defined Contribution Plans, Principles for DC Stakeholders on the Consideration and Use of Private Market Investments, and Private Credit in CC Plans - Enhancing Retirement Outcomes Through Diversification and Yield.
Advocacy & Lobbying - Regularly communicated updates on our legislative and regulatory efforts to membership during general session meetings and quarterly Public Policy Committee meetings...
Advocacy & Lobbying - Regularly communicated updates on our legislative and regulatory efforts to membership during general session meetings and quarterly Public Policy Committee meetings. Established a separate and formal lobbying initiative on July 2, 2025. The initiative is funded separately by those members interested in pursuing legislative advocacy efforts related to facilitating the inclusion of alternative asset classes into multi-asset class options (i.e., target-date funds and managed accounts) as designated investment alternatives for 401(k) plans.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare Defined Contribution Alternatives Association with other nonprofits in District of Columbia and across the country.