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NICSA Inc

Boston, MAEIN: 04-3044983Website

Data sourced from IRS 990 public filings

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

Adults (Ages 26-64)
International
Local (City/County Level)
Education & Awareness
Adult & Continuing Education
Convening & Network Building
National
Education

Annual Revenue

$2,233,106

Known Funders

14

Grants Received

28

Financial History

YearRevenueExpensesAssets
2024$2,233,106$2,316,530$1,551,759
2023$2,205,079$2,234,527$1,440,460
2022$2,221,537$2,371,369$1,428,233
2021$2,079,510$2,000,063$1,905,996
2020$1,786,292$1,606,364$1,296,845
2019$2,801,802$2,708,576$990,191
2018$1,211,655$1,347,675$1,494,081
2017$1,574,893$1,520,015$1,096,439

Top Funders

$575,000 (2021)
$124,000 (2023)
$50,000 (2021)
$29,000 (2024)
$10,000 (2024)
$10,000 (2024)
$10,000 (2023)
$10,000 (2021)
$5,000 (2022)
$5,000 (2024)

Showing top 10 of 14 funders.

Key Personnel

From 2024 IRS 990 filing

A

Angela Morales

Director through June 2024

C

Christine Selmi

Director through June 2024

J

Jim Fitzpatrick

President & CEO

Officer
A

Allison Lovett

Vice President

Highest Compensated
J

Justine Phoenix

Vice President

Highest Compensated
K

Kelly Sherrard

Vice President

Highest Compensated
A

Allison Walsh

Vice President

Highest Compensated
C

Clint Harris

Chairman

Officer
S

Scott Brady

Chairman through 10/1/2024

Officer
S

Stacy Bernstein

Vice Chairwoman

Officer

Showing 10 of 39 key personnel.

Frequently Asked Questions

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