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
Ready to take the next step with NICSA Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 2026
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Added Form 990 for fiscal year 2026 (received by the IRS July 16, 2026)
- 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
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.
Here's the math on researching NICSA Inc by hand.
Explore Open Grants
Browse active grant opportunities in NICSA Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Cigna Group Foundation
Philadelphia, PA
The Cigna Group Foundation funds nonprofits advancing health and vitality, with priorities including youth and veteran mental health, health equity, and disaster relief. Current program awards range from $100,000–$150,000 for veteran mental health to up to $250,000 for health equity; its work includes selected U.S. cities such as Hartford, St. Louis, and Houston, as well as local, national, and international efforts. The information provided does not state whether it accepts unsolicited requests.
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
American Tower Corporation Foundation
Boston, MA
The American Tower Corporation Foundation primarily supports education and technology initiatives that empower students, teachers, and communities in need, as well as disaster relief, in markets where American Tower operates. In 2024, grants ranged from $5 to $340,000, with a median of $200. It does not accept unsolicited requests; applications are submitted by American Tower employees.
Assets
$15.4M
Grants
632
Total Given
$1.7M
Karp Family Foundation Stephen R and
Boston, MA
The Karp Family Foundation Stephen R. and supports charitable organizations in areas including education and human services, with most 2025 funding going to Massachusetts and New York. Its 2025 grants ranged from $100 to $500,000, with a median of $20,000; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$918K
Grants
31
Total Given
$2.0M
Ud Dorothy J Chadwick 061157
Dallas, TX
The Dallas-based foundation has no stated mission and supports a varied mix of community foundations, education, conservation, outdoor youth programs, and other nonprofits, primarily in Massachusetts and Wyoming. Its 2026 grants ranged from $5,000 to $550,000, with a median of $15,000; its 2025 filing says it does not limit giving to preselected organizations and lists a letter and purpose as application materials.
Assets
$11.2M
Grants
19
Total Given
$1.0M
Simmons Alcid-Tr-a & M Perpetual Tr
Pittsburgh, PA
Assets
$561K
Grants
1
Total Given
$19K
Wollowick Family Foundation
Sunrise, FL
The Wollowick Family Foundation funds health, education, food assistance, housing repair, and community services, with most 2025 grant dollars going to Florida and additional funding in several other states. Grants ranged from $500 to $15,000, with a median of $5,000. It does not restrict giving to preselected organizations; applicants should submit a letter by September 30.
Assets
$4.1M
Grants
37
Total Given
$250K
Fidelity Foundation
Boston, MA
The Fidelity Foundation funds capacity-building and strategic projects in arts and culture, conservation, education, health, and social and economic mobility, including capital investments and planning. Its 2024 grants had a median of $400, though awards ranged widely; it focuses on communities near Fidelity Investments sites and also considers nationally important organizations and high-impact projects. Organizations may submit an unsolicited Letter of Inquiry; full proposals are by invitation.
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
Boston, MA
The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation funds systemic efforts to advance economic inclusion and mobility, including small-business equity, early childhood development, affordable housing, and workforce development. Its programs range from $1,000–$10,000 for Community Donations, up to $15,000 for CITC Grants, and $50,000–$150,000 for Impact Grants; it supports organizations primarily in Massachusetts, New Hampshire, and Rhode Island. The foundation accepts online applications, with no specific submission deadlines stated.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
Analog Devices Foundation
Boston, MA
The Analog Devices Foundation funds environmental protection, education access—especially STEM and opportunities for underserved communities—and community well-being, supporting organizations in places where Analog Devices employees live and work worldwide. In 2025, grants ranged from $6 to $375,103, with a median of $371; it reports that no application form or materials are required, but does not explicitly state whether it accepts unsolicited requests.
Assets
$39.2M
Grants
1,177
Total Given
$1.9M
The Pfizer Foundation Inc
New York, NY
The Pfizer Foundation funds locally led health programs that improve access to care and strengthen health systems, as well as health-crisis and disaster responses, worldwide. In 2024, grants ranged from $2 to $4 million, with a median of $200. It supports only preselected organizations and does not accept unsolicited requests.
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Jpmorgan Chase Foundation
New York, NY
JPMorgan Chase Foundation funds economic mobility and career pathways, underserved small-business expansion, neighborhood revitalization, and financial health, with grants reported across the U.S., especially in California, New York, and Washington, D.C. In 2025, grants ranged from $2 to $2,197,332, with a median of $600. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$1.1B
Grants
11,076
Total Given
$193.0M
More Funders in Massachusetts
NICSA Inc down — hundreds of funders to go?