Nonprofit · EIN 04-3044983
NICSA INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $2,497,146 | $2,271,369 | $225,777 | $1,815,802 | $1,066,812 | $748,990 |
| March 31, 2025 | 990 | $2,233,106 | $2,316,530 | -$83,424 | $1,551,759 | $1,028,546 | $523,213 |
| March 31, 2024 | 990 | $2,205,079 | $2,234,527 | -$29,448 | $1,440,460 | $833,823 | $606,637 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $34,375
- Program service revenue
- $2,430,310
- Investment income
- $37,485
- Net income from fundraising events
- -$5,842
- Other revenue
- -$5,024
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $512,000
- Other salaries and wages
- $754,448
- Salaries, compensation and benefits (total)
- $1,395,291
- Professional fundraising fees
- $0
- Accounting fees
- $51,968
- Travel
- $59,318
- Program services (functional)
- $2,039,636
- Management and general (functional)
- $231,733
Balance sheet and other
- Total assets, start of year
- $1,551,759
- Total assets, end of year
- $1,815,802
- Total liabilities, end of year
- $1,066,812
- Net assets, end of year
- $748,990
- Net assets without donor restrictions
- $748,990
- Gross receipts
- $2,529,948
- Employees
- 9
- Volunteers
- 700
- Year formed
- 1987
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jim Fitzpatrick | President & CEO Officer | 40 | $470,000 | $6,205 |
| Kelly Sherrard | Executive Director Operations/Events Key employee | 40 | $154,125 | $26,229 |
| Allison Walsh | Executive Director Membership/Sales Highest-paid employee | 40 | $146,163 | $13,940 |
| Allison Lovett | Vice President Highest-paid employee | 40 | $112,500 | $1,327 |
| Clint Harris | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Stacy Bernstein | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| David Rosen | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Kevin Mahn | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Janet Bienkowski | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Ryan Burns | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Kirsten Pickens | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| John Stadtler | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Mark Lavan | Director Trustee or director | 1 | $0 | $0 |
| Dan Moorman | Director Trustee or director | 1 | $0 | $0 |
| Frieda Lewis | Director Trustee or director | 1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Keller | Director Trustee or director | 1 | $0 |
| Mike Melles | Director Trustee or director | 1 | $0 |
| Jennifer McGovern | Director Trustee or director | 1 | $0 |
| Ken Cawley | Director Trustee or director | 1 | $0 |
| Steve Rueschhoff | Director Trustee or director | 1 | $0 |
| Cindy Schreiner | Director Trustee or director | 1 | $0 |
| Kelli O'Brien | Director Trustee or director | 1 | $0 |
| Mike Mastroianni | Director Trustee or director | 1 | $0 |
| John Gray | Director Trustee or director | 1 | $0 |
| Andrew Strnad | Director Trustee or director | 1 | $0 |
| Brooke Marajo | Director Trustee or director | 1 | $0 |
| Stephen Patrickakos | Director Trustee or director | 1 | $0 |
| Christine Waldon | Director Trustee or director | 1 | $0 |
| Stacy Veleker | Director Trustee or director | 1 | $0 |
| Chris Goff | Director Trustee or director | 1 | $0 |
| Jocelyn McBride | Director Trustee or director | 1 | $0 |
| Stella Mink | Director Trustee or director | 1 | $0 |
| Tiffani Potesta | Director Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jim Fitzpatrick | President & CEO Officer | 40 | $470,000 | $36,255 |
| Kelly Sherrard | Vice President Highest-paid employee | 40 | $147,375 | $18,979 |
| Allison Walsh | Vice President Highest-paid employee | 40 | $133,905 | $12,296 |
| Justine Phoenix | Vice President Highest-paid employee | 40 | $142,300 | $0 |
| Allison Lovett | Vice President Highest-paid employee | 40 | $111,875 | $0 |
| Clint Harris | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Scott Brady | Chairman through 10/1/2024 Trustee or director, Officer | 1 | $0 | $0 |
| Stacy Bernstein | Vice Chairwoman Trustee or director, Officer | 1 | $0 | $0 |
| David Rosen | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Kevin Mahn | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Janet Bienkowski | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Ryan Burns | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Kirsten Pickens | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| John Stadtler | Vice President Trustee or director | 1 | $0 | $0 |
| Mark Lavan | Director Trustee or director | 1 | $0 | $0 |
| Dan Moorman | Director Trustee or director | 1 | $0 | $0 |
| Frieda Lewis | Director Trustee or director | 1 | $0 | $0 |
| Chris Keller | Director Trustee or director | 1 | $0 | $0 |
| Mike Melles | Director Trustee or director | 1 | $0 | $0 |
| Jennifer McGovern | Director Trustee or director | 1 | $0 | $0 |
| Ken Cawley | Director Trustee or director | 1 | $0 | $0 |
| Steve Rueschhoff | Director Trustee or director | 1 | $0 | $0 |
| Cindy Schreiner | Director Trustee or director | 1 | $0 | $0 |
| Kelli O'Brien | Director Trustee or director | 1 | $0 | $0 |
| Mike Mastroianni | Director Trustee or director | 1 | $0 | $0 |
| John Gray | Director Trustee or director | 1 | $0 | $0 |
| Andrew Strnad | Director Trustee or director | 1 | $0 | $0 |
| Dan Houlihan | Director Trustee or director | 1 | $0 | $0 |
| Brooke Marajo | Director Trustee or director | 1 | $0 | $0 |
| Stephen Patrickakos | Director Trustee or director | 1 | $0 | $0 |
| Christine Waldon | Director Trustee or director | 1 | $0 | $0 |
| Stacy Veleker | Director Trustee or director | 1 | $0 | $0 |
| Brian Shlissel | Director Trustee or director | 1 | $0 | $0 |
| Chris Goff | Director Trustee or director | 1 | $0 | $0 |
| Jocelyn McBride | Director Trustee or director | 1 | $0 | $0 |
| Stella Mink | Director Trustee or director | 1 | $0 | $0 |
| Tiffani Potesta | Director Trustee or director | 1 | $0 | $0 |
| Angela Morales | Director through June 2024 Trustee or director | 1 | $0 | $0 |
| Christine Selmi | Director through June 2024 Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jim Fitzpatrick | President & CEO Officer | 40 | $440,000 | $5,800 |
| Allison Lovett | Vice President Highest-paid employee | 40 | $140,725 | $0 |
| Justine Phoenix | Vice President Highest-paid employee | 40 | $127,819 | $0 |
| Kelly Sherrard | Vice President Highest-paid employee | 40 | $121,594 | $3,573 |
| Allison Walsh | Vice President Highest-paid employee | 40 | $108,365 | $3,875 |
| Scott Brady | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Stacy Bernstein | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Janet Bienkowski | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Ryan Burns | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Mark Lavan | Director Trustee or director | 1 | $0 | $0 |
| Katarina Tzouganatos | Director Trustee or director | 1 | $0 | $0 |
| David Rosen | Director Trustee or director | 1 | $0 | $0 |
| Clint Harris | Director Trustee or director | 1 | $0 | $0 |
| Dan Moorman | Director Trustee or director | 1 | $0 | $0 |
| Frieda Lewis | Director Trustee or director | 1 | $0 | $0 |
| Chris Keller | Director Trustee or director | 1 | $0 | $0 |
| Kevin Mahn | Director Trustee or director | 1 | $0 | $0 |
| Mike Melles | Director Trustee or director | 1 | $0 | $0 |
| Jennifer McGovern | Director Trustee or director | 1 | $0 | $0 |
| Ken Cawley | Director Trustee or director | 1 | $0 | $0 |
| Kirsten Pickens | Director Trustee or director | 1 | $0 | $0 |
| Steve Rueschhoff | Director Trustee or director | 1 | $0 | $0 |
| Cindy Schreiner | Director Trustee or director | 1 | $0 | $0 |
| Charlie Rizzo | Director Trustee or director | 1 | $0 | $0 |
| Kelli O'Brien | Director Trustee or director | 1 | $0 | $0 |
| Mike Mastroianni | Director Trustee or director | 1 | $0 | $0 |
| Angela Morales | Director Trustee or director | 1 | $0 | $0 |
| John Gray | Director Trustee or director | 1 | $0 | $0 |
| Christine Selmi | Director Trustee or director | 1 | $0 | $0 |
| John Stadtler | Director Trustee or director | 1 | $0 | $0 |
| Andrew Strnad | Director Trustee or director | 1 | $0 | $0 |
| Dan Houlihan | Director Trustee or director | 1 | $0 | $0 |
| Brooke Marajo | Director Trustee or director | 1 | $0 | $0 |
| Stephen Patrickakos | Director Trustee or director | 1 | $0 | $0 |
| Christine Waldon | Director Trustee or director | 1 | $0 | $0 |
| Stacy Veleker | Director Trustee or director | 1 | $0 | $0 |
| Brian Shlissel | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 FEDERAL STREET, BOSTON, MA 02110-1817
- Principal officer (990 for 2025)
- James A Fitzpatrick, 101 Federal Street Suite 1900, Boston, MA 021101861
- Signed the 990
- James A Fitzpatrick, President
- Phone
- (508) 485-1500
- Website
- http://www.nicsa.org/
- Return prepared by
- Rogers & Company PLLC
Mission
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
Program accomplishments
- Annual Conference: NICSA Strategic Leadership Forum and expo provides educational and networking opportunities for its membership.Expenses $649,924 · revenue $593,632
- Asset & Wealth Management Summit: NICSA facilitated a National Meeting that provided education and networking opportunities for its membership.Expenses $471,952 · revenue $486,518
- Symposium: NICSA's Fearless Leadership Symposium brought together attendees to explore how inclusive leadership can enhance productivity and promote growth through powerful keynotes, interactive panel discussions and actionable takeaways from companies leading the DEI charge in our industry. The Symposium highlighted bold business practices aimed at supporting the long-term sustainability of global asset management.Expenses $332,128 · revenue $151,305
- Diversity Project: The goal of the Diversity Project is to accelerate progress toward a more inclusive culture across all demographics including gender, ethnicity, sexual orientation, age and disability. The Diversity Project will also focus on enhancing the financial services industry brand within higher education and developing and sharing leading practices across member firms.Expenses $291,560 · revenue $340,000
- Membership Services: NICSA offers members opportunities to develop leading practices through participation on committees, access to compliance guides and other services.Expenses $213,474 · revenue $789,677
- Training and Desktop Education: NICSA provides its members with timely, interactive webinars on a variety of topics and provides its members with other educational materials and programs.Expenses $80,598 · revenue $69,178
- Blackwell Scholarship: The NICSA/William T. Blackwell Scholarship Fund was established as a tribute to Bill Blackwell's commitment to education and to recognize outstanding students of the NICSA family with financial and social support for postsecondary education. Blackwell Scholars receive up to four years of scholarship support, a mentor from a NICSA member company, and access to career networking and internship opportunities.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3044983
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B50)
- Assets (IRS master file)
- $1,815,802
- Income (IRS master file)
- $2,529,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $2,497,146 | $2,271,369 | $1,815,802 | XML |
| 990 | March 2025 | $2,233,106 | $2,316,530 | $1,551,759 | XML |
| 990 | March 2024 | $2,205,079 | $2,234,527 | $1,440,460 | XML |
| 990 | March 2023 | $2,221,537 | $2,371,369 | $1,428,233 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3044983).
Questions about NICSA INC
- What is the EIN of NICSA INC?
- The employer identification number (EIN) of NICSA INC is 04-3044983.
- Is NICSA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to NICSA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NICSA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NICSA INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NICSA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of NICSA INC?
- The 990 for the year ended March 31, 2026 names James A Fitzpatrick.
- Who are the officers and directors of NICSA INC?
- The 990 for the year ended March 31, 2026 lists 33 people; 4 received compensation from the organization, the highest $470,000 (Jim Fitzpatrick, President & CEO).
- How much revenue does NICSA INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $2,497,146, expenses of $2,271,369 and total assets of $1,815,802 at year end.
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