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NICSA Inc

Foundation · Grantmaker Boston, MA EIN: 04-3044983 Website

NICSA provides the Global Investment Management Industry with discussion and education forums to better serve its customers by developing operational best practices. See Schedule O for Continuation

Key facts about NICSA Inc

EIN
04-3044983
Latest 990 filing
Form 990, 2026
Total assets
$1,815,802

Data from IRS Form 990, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990 · View filing

Total Assets

$1.8M

+17.0% YoY

Revenue

$2.5M

+11.8% YoY

Net Investment Income

$37K

-19.4% YoY

Expenses

$2.3M

-1.9% YoY

About NICSA Inc

Based on IRS filings

NICSA Inc is a nonprofit organization 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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Cities

Boston

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grants20200 grants20211 grants20220 grants20231 grants20240 grants20250 grants2026

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2026

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2026.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020202120222023202420252026
Metric202620252024
Total Assets$1,815,802$1,551,759$1,440,460
Revenue$2,497,146$2,233,106$2,205,079
Expenses$2,271,369$2,316,530$2,234,527
Qualifying Distributions———
Net Investment Income$37,485$46,515$34,043
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2026 (received by the IRS July 16, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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

Jim Fitzpatrick — President & CEO: $470KJim FitzpatrickPresident & CEO$470KKelly Sherrard — Executive Director Operations/Events: $154KKelly SherrardExecutive Director…$154KAllison Walsh — Executive Director Membership/Sales: $146KAllison WalshExecutive Director…$146KAllison Lovett — Vice President: $113KAllison LovettVice President$113K

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 nonprofit organization 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.

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