Defined Contribution Institutional Investment Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 741,750 | 580,204 | 161,546 | 6.8 | 60% |
| 2012 | 817,334 | 689,523 | 127,811 | 7.9 | 53% |
| 2013 | 1,115,070 | 910,404 | 204,666 | 8.7 | 40% |
| 2014 | 1,297,365 | 1,029,073 | 268,292 | 10.8 | 38% |
| 2015 | 1,491,091 | 1,353,808 | 137,283 | 9.5 | 32% |
| 2016 | 1,728,131 | 1,498,653 | 229,478 | 10.4 | 55% |
| 2017 | 1,797,600 | 1,737,573 | 60,027 | 9.4 | 51% |
| 2018 | 1,658,969 | 1,810,821 | −151,852 | 8.0 | 49% |
| 2019 | 1,936,764 | 2,051,952 | −115,188 | 6.4 | 50% |
| 2020 | 1,909,487 | 1,846,030 | 63,457 | 7.5 | 64% |
| 2021 | 2,058,236 | 1,590,788 | 467,448 | 12.2 | 68% |
| 2022 | 2,217,317 | 2,276,772 | −59,455 | 8.2 | 56% |
| 2023 | 2,251,286 | 2,421,573 | −170,287 | 6.9 | 49% |
In its most recent public year (2023), this organization spent $170,287 more than it brought in. Its reserves stood at about 6.9 months of spending. Staff pay was 49% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Defined Contribution Institutional Investment Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works