NICSA Inc
NICSA provides the Global Investment Management Industry with discussion and education forums to better serve its customers by developing operational best practices. for Continuation
NICSA Inc at a glance
- Total assets
- $1,815,802
- +17.0% vs 2025
- Revenue (2026)
- $2,497,146
- +11.8% vs 2025
- Net investment income (2026)
- $37,485
- -19.4% vs 2025
- Expenses (2026)
- $2,271,369
- -1.9% vs 2025
- Latest 990 filing
- Form 990, 2026 View filing
Data from IRS Form 990, 2026; updated September 2026.
Who NICSA Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2022) to $60K (2020). In 2024 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Expect Miracles Foundation Boston, MA | 2024 NICSA Gives Back Charity recipient | $10,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2026 | $1,815,802 | $2,497,146 | $2,271,369 | — | — | $37,485 |
| 2025 | $1,551,759 | $2,233,106 | $2,316,530 | — | — | $46,515 |
| 2024 | $1,440,460 | $2,205,079 | $2,234,527 | $10,600 | 1 | $34,043 |
| 2023 | $1,428,233 | $2,221,537 | $2,371,369 | — | — | $11,233 |
| 2022 | $1,905,996 | $2,079,510 | $2,000,063 | $9,862 | 1 | $42 |
| 2021 | $1,296,845 | $1,786,292 | $1,606,364 | — | — | $270 |
| 2020 | $990,191 | $2,801,802 | $2,708,576 | $59,696 | 1 | $10,253 |
About NICSA Inc
Based on IRS filings
NICSA Inc is a public charity focused on Education, based in Boston, MA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.8M in total assets. Net investment income was $37K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
NICSA Inc is led by Jim Fitzpatrick, President & CEO on every filing since 2023; 4 of 33 officers listed in 2026 are compensated.
Officers on the 2026 filing
Jim Fitzpatrick
President & CEO
On filings since 2023
40 hrs/week
$440K (2023) → $470K (2026)
Allison Walsh
Executive Director Membership & Sales
Vice President & Marketing → Vice President, 2022
Vice President → Executive Director Membership & Sales, 2026
On filings since 2021
40 hrs/week
$105K (2021) → $146K (2026)
Kelly Sherrard
Executive Director Operations & Events
Executive Director → Vice President, 2023
Vice President → Executive Director Operations & Events, 2026
On filings since 2021
40 hrs/week
$105K (2021) → $154K (2026)
Clint Harris
Chair
Director → Chairman, 2025
Chairman → Chair, 2026
On filings since 2020
2 hrs/week
No compensation reported
Chris Keller
Director
On filings since 2020
1 hr/week
No compensation reported
Dan Moorman
Director
On filings since 2020
1 hr/week
No compensation reported
Frieda Lewis
Director
On filings since 2020
1 hr/week
No compensation reported
Mark Lavan
Director
On filings since 2020
1 hr/week
No compensation reported
Jennifer McGovern
Director
On filings since 2021
1 hr/week
No compensation reported
Cindy Schreiner
Director
On filings since 2022
1 hr/week
No compensation reported
Ken Cawley
Director
On filings since 2022
1 hr/week
No compensation reported
Mike Melles
Director
On filings since 2022
1 hr/week
No compensation reported
Steve Rueschhoff
Director
On filings since 2022
1 hr/week
No compensation reported
John Gray
Director
On filings since 2023
1 hr/week
No compensation reported
Kelli O'Brien
Director
On filings since 2023
1 hr/week
No compensation reported
Mike Mastroianni
Director
On filings since 2023
1 hr/week
No compensation reported
Andrew Strnad
Director
On filings since 2024
1 hr/week
No compensation reported
Brooke Marajo
Director
On filings since 2024
1 hr/week
No compensation reported
Christine Waldon
Director
On filings since 2024
1 hr/week
No compensation reported
Stacy Veleker
Director
On filings since 2024
1 hr/week
No compensation reported
Stephen Patrickakos
Director
On filings since 2024
1 hr/week
No compensation reported
Chris Goff
Director
On filings since 2025
1 hr/week
No compensation reported
Jocelyn McBride
Director
On filings since 2025
1 hr/week
No compensation reported
Stella Mink
Director
On filings since 2025
1 hr/week
No compensation reported
Tiffani Potesta
Director
On filings since 2025
1 hr/week
No compensation reported
Allison Lovett
Vice President
On filings since 2022
40 hrs/week
$101K (2022) → $113K (2026)
David Rosen
Vice President
Director → Vice President, 2025
On filings since 2020
2 hrs/week
No compensation reported
Stacy Bernstein
Vice Chair
Vice Chair → Vice Chairwoman, 2025
Vice Chairwoman → Vice Chair, 2026
On filings since 2020
2 hrs/week
No compensation reported
Janet Bienkowski
Vice President
On filings since 2021
2 hrs/week
No compensation reported
Kevin Mahn
Vice President
Director → Vice President, 2025
On filings since 2021
2 hrs/week
No compensation reported
Kirsten Pickens
Vice President
Director → Vice President, 2025
On filings since 2022
2 hrs/week
No compensation reported
Ryan Burns
Vice President
Director → Vice President, 2023
On filings since 2022
2 hrs/week
No compensation reported
John Stadtler
Vice President
Director → Vice President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Former officers (46)
- Former: Dan Houlihan (2020–2025) — Director
- Former: Justine Phoenix (2020–2025) — Vice President
- Former: Scott Brady (2020–2025) — Chairman
- Former: Angela Morales (2023–2025) — Director
- Former: Christine Selmi (2023–2025) — Director
- Former: Brian Shlissel (2024–2025) — Director
- Former: Katarina Tzouganatos (2021–2024) — Director
- Former: Charlie Rizzo (2023–2024) — Director
- Former: Brandon Anderson (2020–2023) — Director
- Former: Keith Slattery (2020–2023) — Director
- Former: Kevin O'Connell (2020–2023) — Director
- Former: Lisa Halbach (2020–2023) — Vice President
- Former: Mark Trenchard (2020–2023) — Director
- Former: Pat Curtin (2020–2023) — Director
- Former: Rich Prior (2020–2023) — Director
- Former: Irene Speridakos (2021–2023) — Vice President
- Former: Emmy Bernard (2023) — Director
- Former: Josh Lovell (2023) — Vice President & Nominating
- Former: Tosin Salami (2023) — Director
- Former: David Whitaker (2020–2022) — Vice President
- Former: Eileen Norton (2020–2022) — Director
- Former: James A Fitzpatrick (2020–2022) — President & CEO
- Former: Joshua Lovell (2020–2022) — Vice President
- Former: Larry Fahey (2020–2022) — Vice President & Treasurer
- Former: Melanie Pickett (2021–2022) — Director
- Former: Patrick Curtin (2021–2022) — Director
- Former: Cliff Piorier (2022) — Director
- Former: Lisa Goulemas (2022) — Director
- Former: Cliff Poirier (2020–2021) — Director
- Former: Lisa Hill (2020–2021) — Vice Chair
- Former: Margarheeta Rheeta Wise (2020–2021) — Director
- Former: Gem Pushpaharan (2021) — Director
- Former: Michael Melles (2021) — Director
- Former: Bethaney Hendricks (2020) — Director
- Former: Ian McCoy (2020) — Director
- Former: Jay Martin (2020) — Director
- Former: Joseph Quirk (2020) — Director
- Former: Katarina Tsouganatous (2020) — Director
- Former: Matt Thomas (2020) — Director
- Former: Michael DeNofrio (2020) — Director
- Former: Michael O'Reilly (2020) — Director
- Former: Peter Poulin (2020) — Treasurer
- Former: Philip Kolb (2020) — Director
- Former: Scott Chelton (2020) — Director
- Former: Timothy Johnson (2020) — Director
- Former: Veronica Lee (2020) — Director
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $470K, to Jim Fitzpatrick (President & CEO). 4 officers or directors reported compensation on that filing.
Frequently asked questions about NICSA Inc
How large is NICSA Inc?
NICSA Inc reported $1.8M in total assets on its 2026 IRS Form 990. Its revenue that year was $2.5M.
What is NICSA Inc?
NICSA Inc is a public charity focused on Education, based in Boston, MA. It holds $1.8M in total assets as of 2026.
Where does NICSA Inc operate?
NICSA Inc has awarded grants in Massachusetts.
What is NICSA Inc's EIN?
NICSA Inc's EIN (Employer Identification Number) is 04-3044983. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2026 (received by the IRS July 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work NICSA Inc funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in NICSA Inc's focus areas in our free grants database
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Funders with grantees in common
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Egan Family Foundation
Westborough, MA
The Egan Family Foundation’s past grants supported schools and a community foundation in Massachusetts, with 2020 grants averaging $27,500 (10 grants totaling $275,000). It funded only preselected organizations and did not accept unsolicited requests; the foundation wound down and ceased to exist effective December 31, 2022.
Assets
—
Grants
10
Total Given
$275K
More similar funders
More Funders in Massachusetts
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NICSA Inc down — hundreds of funders to go?