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
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+7.7% YoY
Revenue
$2.2M
+1.3% YoY
Net Investment Income
$47K
+36.6% YoY
Expenses
$2.3M
+3.7% 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 2025. As of 2025, the organization holds $1.6M in total assets. Net investment income was $47K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,551,759 | $1,440,460 | $1,428,233 |
| Revenue | $2,233,106 | $2,205,079 | $2,221,537 |
| Expenses | $2,316,530 | $2,234,527 | $2,371,369 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $46,515 | $34,043 | $11,233 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
2 grants across all recorded years
Open Grants
1 open opportunity from NICSA Inc
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Clint Harris | Chairman | 1 | — |
| Scott Brady | Chairman through 10/1/2024 | 1 | — |
| Stacy Bernstein | Vice Chairwoman | 1 | — |
| David Rosen | Vice President | 1 | — |
| Kevin Mahn | Vice President | 1 | — |
| Janet Bienkowski | Vice President | 1 | — |
| Ryan Burns | Vice President | 1 | — |
| Kirsten Pickens | Vice President | 1 | — |
| John Stadtler | Vice President | 1 | — |
| Mark Lavan | Director | 1 | — |
| Dan Moorman | Director | 1 | — |
| Frieda Lewis | Director | 1 | — |
| Chris Keller | Director | 1 | — |
| Mike Melles | Director | 1 | — |
| Jennifer McGovern | Director | 1 | — |
| Ken Cawley | Director | 1 | — |
| Steve Rueschhoff | Director | 1 | — |
| Cindy Schreiner | Director | 1 | — |
| Kelli O'Brien | Director | 1 | — |
| Mike Mastroianni | Director | 1 | — |
| John Gray | Director | 1 | — |
| Andrew Strnad | Director | 1 | — |
| Dan Houlihan | Director | 1 | — |
| Brooke Marajo | Director | 1 | — |
| Stephen Patrickakos | Director | 1 | — |
| Christine Waldon | Director | 1 | — |
| Stacy Veleker | Director | 1 | — |
| Brian Shlissel | Director | 1 | — |
| Chris Goff | Director | 1 | — |
| Jocelyn McBride | Director | 1 | — |
| Stella Mink | Director | 1 | — |
| Tiffani Potesta | Director | 1 | — |
| Angela Morales | Director through June 2024 | 1 | — |
| Christine Selmi | Director through June 2024 | 1 | — |
| Jim Fitzpatrick | President & CEO | 40 | $470,000 |
| Allison Lovett | Vice President | 40 | $111,875 |
| Justine Phoenix | Vice President | 40 | $142,300 |
| Kelly Sherrard | Vice President | 40 | $147,375 |
| Allison Walsh | Vice President | 40 | $133,905 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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