DCIIA RETIREMENT RESEARCH CENTER I… - Form 990 Financial Data

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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

2016

Legal Domicile

Principal Officer

LEW MINSKY

Phone

2026561868

Tax Period

2024-01-01 to 2024-12-31

DCIIA RETIREMENT RESEARCH CENTER INC, founded in 2016, is a small nonprofit in the Science & Technology sector that reported $659K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $566K left a modest 14% surplus.

Mission

TO DEVELOP ORIGINAL RESEARCH THAT IS GROUNDED IN A PRACTICAL APPROACH FOCUSED ON ACTIONABLE INSIGHTS AND IS ROOTED IN A DEEP UNDERSTANDING OF THE DEFINED CONTRIBUTION SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $565,433 Revenue: $659,350

THE ORGANIZATION DEVELOPS ORIGINAL RESEARCH FOCUSED ON BUILDING RETIREMENT SECURITY, BEST PRACTICES FOR ACHIEVING RETIREMENT SECURITY, AND PROTECTING RETIREMENT SECURITY.

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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 $0

Program Service Revenue $659,350

Investment Income $0

Other Revenue $0

TOTAL REVENUE $659,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $381,523

Fundraising Expenses $0

Program Expenses $565,433

Other Expenses $184,161

TOTAL EXPENSES $565,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$659,350	$817,300	-0.2%
Expenses	$565,684	$868,184	-0.3%
Net Income	$93,666	$-50,884	-2.8%

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

N/A

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
ROB AUSTIN	CHAIR	2.00	Officer Director	$0	$0	$0
HEATHER BALLEY	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
PAUL VISCONTI	DIRECTOR	2.00	Director	$0	$0	$0
JIM O'SHAUGHNESSY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE RUBINO	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH HEFFERNAN	DIRECTOR	2.00	Director	$0	$0	$0
BILL RYAN	DIRECTOR	1.50	Director	$0	$0	$0
ALEJANDRO ROMAN	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA DIETCH	DIRECTOR	2.00	Director	$0	$0	$0
JERI SAVAGE	DIRECTOR	2.00	Director	$0	$0	$0
GLENN DIAL	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE COLLINSON	DIRECTOR	1.50	Director	$0	$0	$0
SURYA KOLLURI	DIRECTOR	2.00	Director	$0	$0	$0
KERRY SETTE	DIRECTOR	2.00	Director	$0	$0	$0
KAI WALKER	DIRECTOR	1.50	Director	$0	$0	$0
DREW CARRINGTON	DIRECTOR	2.00	Director	$0	$0	$0
NATHANIEL MILES	DIRECTOR	2.00	Director	$0	$0	$0
QI SUN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BLANCHETT	DIRECTOR	2.00	Director	$0	$0	$0
ROB PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
CARA REISMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN O'BRIEN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS CEDER	DIRECTOR	2.00	Director	$0	$0	$0
JACK VANDERHEI	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA SCLAFANI	DIRECTOR	2.00	Director	$0	$0	$0
GREG JENKINS	DIRECTOR AS OF APRIL	2.00	Director	$0	$0	$0
JEN HARMER	DIRECTOR AS OF AUGUST	2.00	Director	$0	$0	$0
KIM GINSBURG	DIRECTOR AS OF AUGUST	2.00	Director	$0	$0	$0
LAVINA MEHTA	DIRECTOR AS OF DECEMBER	2.00	Director	$0	$0	$0
JAMES VENERUSO	DIRECTOR AS OF DECEMBER	2.00	Director	$0	$0	$0
JOANNE MOORE	DIRECTOR AS OF DECEMBER	2.00	Director	$0	$0	$0
MICHAEL DE FEO	DIRECTOR AS OF DECEMBER	2.00	Director	$0	$0	$0
PAM SANDELIN	DIRECTOR AS OF JULY	2.00	Director	$0	$0	$0
MEGHAN FARRELL	DIRECTOR AS OF JULY	2.00	Director	$0	$0	$0
TAMARA BARBER	DIRECTOR AS OF MAY	2.00	Director	$0	$0	$0
JOHN DOYLE	DIRECTOR AS OF SEPTEMBER	2.00	Director	$0	$0	$0
RICK SCHULITZ	DIRECTOR AS OF SEPTEMBER	2.00	Director	$0	$0	$0
PHILIP ENOCHS	DIRECTOR UNTIL AUGUST	2.00	Director	$0	$0	$0
JON GRAFF	DIRECTOR UNTIL AUGUST	2.00	Director	$0	$0	$0
BARBARA RAYLL	DIRECTOR UNTIL DECEMBER	2.00	Director	$0	$0	$0
JOSH GRASS	DIRECTOR UNTIL JULY	2.00	Director	$0	$0	$0
KERI DOGAN	DIRECTOR UNTIL MAY	2.00	Director	$0	$0	$0
CHRISTOPHER ANAST	DIRECTOR UNTIL SEPTEMBER	1.50	Director	$0	$0	$0
LUIS FLEITES	DIRECTOR UNTIL SEPTEMBER	2.00	Director	$0	$0	$0
LEW MINSKY	PRESIDENT & CEO	1.00	Officer	$0	$30,800	$694,187
PAM HESS	EXECUTIVE DIRECTOR	40.00	Officer	$0	$6,400	$209,733

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	$659,350	$565,684	$28,000	$93,666
2023	$817,300	$868,184	$1,000	$-50,884
2022	$472,500	$628,778	No data	$-156,278
2021	$592,000	$698,638	No data	$-106,638
2020	$394,000	$608,987	No data	$-214,987

DCIIA RETIREMENT RESEARCH CENTER INC