NonprofitsNicsa Inc

Education

Nicsa Inc

BOSTON, MA

Total revenue

$2.2M

Total expenses

$2.3M

Net assets

$523K

Grants received

$100K

1 grants

EIN

043044983

Tax year

2024

Mission

NICSA is the leading provider of independent education and networking forums to professionals in the global investment management community.

Programs

6 programs

Asset & Wealth Management Summit: NICSA facilitated a National Meeting that provided education and networking opportunities for its membership.

Expenses: $473K

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: $382K

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: $302K

Membership Services: NICSA offers members opportunities to develop leading practices through participation on committees, access to compliance guides and other services.

Expenses: $211K

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: $82K

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.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$2.2M
Investment income$47K
Other revenue$3K
Total revenue$2.2M

Expenses

Grants paid
Salaries & benefits$1.4M
Fundraising
Other expenses$901K
Total expenses$2.3M
Total assets$1.6M
Net assets$523K

People

39 listed

NameRoleCompensation

Jim Fitzpatrick

President & CEO

Board

$470K

40 hrs/wk

Janet Bienkowski

Vice President

Board

1 hrs/wk

Ryan Burns

Vice President

Board

1 hrs/wk

Kirsten Pickens

Vice President

Board

1 hrs/wk

John Stadtler

Vice President

Board

1 hrs/wk

Mark Lavan

Director

Board

1 hrs/wk

Dan Moorman

Director

Board

1 hrs/wk

Frieda Lewis

Director

Board

1 hrs/wk

Chris Keller

Director

Board

1 hrs/wk

Mike Melles

Director

Board

1 hrs/wk

Jennifer McGovern

Director

Board

1 hrs/wk

Ken Cawley

Director

Board

1 hrs/wk

Steve Rueschhoff

Director

Board

1 hrs/wk

Cindy Schreiner

Director

Board

1 hrs/wk

Kelli O'Brien

Director

Board

1 hrs/wk

Clint Harris

Chairman

Board

1 hrs/wk

John Gray

Director

Board

1 hrs/wk

Andrew Strnad

Director

Board

1 hrs/wk

Dan Houlihan

Director

Board

1 hrs/wk

Brooke Marajo

Director

Board

1 hrs/wk

Stephen Patrickakos

Director

Board

1 hrs/wk

Christine Waldon

Director

Board

1 hrs/wk

Stacy Veleker

Director

Board

1 hrs/wk

Brian Shlissel

Director

Board

1 hrs/wk

Chris Goff

Director

Board

1 hrs/wk

Jocelyn McBride

Director

Board

1 hrs/wk

Stella Mink

Director

Board

1 hrs/wk

Tiffani Potesta

Director

Board

1 hrs/wk

Angela Morales

Director through June 2024

Board

1 hrs/wk

Christine Selmi

Director through June 2024

Board

1 hrs/wk

Mike Mastroianni

Director

Board

1 hrs/wk

Scott Brady

Chairman through 10/1/2024

Board

1 hrs/wk

Stacy Bernstein

Vice Chairwoman

Board

1 hrs/wk

David Rosen

Vice President

Board

1 hrs/wk

Kevin Mahn

Vice President

Board

1 hrs/wk

Kelly Sherrard

Vice President

Staff

$147K

40 hrs/wk

Justine Phoenix

Vice President

Staff

$142K

40 hrs/wk

Allison Walsh

Vice President

Staff

$134K

40 hrs/wk

Allison Lovett

Vice President

Staff

$112K

40 hrs/wk

Grants received

Showing 1 of 1

FromAmountPurposeYear
$100K
For grant recipient's exempt purposes
2018

Funded by

$100K from 1 funder · 1 grant · 2018

Details

EIN043044983
NTEE codeB50
Subsection03
Ruling date2000-09
Formed1987
Employees14
Volunteers700
NICSA INC — Mission, Financials & Grants Received | Grantivo