Nicsa Inc
- Assets
- $1.4m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 10
- Location
- Boston, MA
- Founding
- 09/2000
- Data as of
- 03/2024
- EIN
- 04-3044983
Organization Overview
Nicsa Inc is located in Boston, MA. The organization was established in 2000. According to its NTEE Classification (B50) the organization is classified as: Graduate & Professional Schools, under the broad grouping of Education and related organizations. As of 03/2024, Nicsa Inc employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Nicsa Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Nicsa Inc generated $2.2m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.7% each year. All expenses for the organization totaled $2.2m during the year ending 03/2024. While expenses have increased by 4.3% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
NICSA IS THE LEADING PROVIDER OF INDEPENDENT EDUCATION AND NETWORKING FORUMS TO PROFESSIONALS IN THE GLOBAL INVESTMENT MANAGEMENT COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL CONFERENCE: NICSA STRATEGIC LEADERSHIP FORUM AND EXPO PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ITS MEMBERSHIP.
GENERAL MEMBERSHIP MEETINGS: NICSA FACILITATED A NATIONAL MEETING THAT PROVIDED EDUCATION AND NETWORKING OPPORTUNITIES FOR ITS MEMBERSHIP.
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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jim Fitzpatrick President & CEO | Officer | 40 | $440,000 |
Allison Lovett Vice President | 40 | $140,725 | |
Justine Phoenix Vice President | 40 | $127,819 | |
Kelly Sherrard Vice President | 40 | $121,594 | |
Allison Walsh Vice President | 40 | $108,365 | |
Scott Brady Chairman | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Interel Us Inc Association Management Services | 3/30/19 | $261,241 |
Trump Miami Resort Mtg Venue/ Hotel | 3/30/19 | $155,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $64,495 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $64,495 |
| Total Program Service Revenue | $2,146,849 |
| Investment income | $34,043 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$49,448 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,205,079 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $10,600 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $476,900 |
| Compensation of current officers, directors, key employees. | $47,690 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $771,007 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $50,497 |
| Payroll taxes | $77,284 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,850 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $57,645 |
| Advertising and promotion | $985 |
| Office expenses | $74,771 |
| Information technology | $90,024 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $68,783 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $506,120 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $9,589 |
| All other expenses | $0 |
| Total functional expenses | $2,234,527 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $280,269 |
| Savings and temporary cash investments | $1,069,409 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $43,959 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $46,823 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,440,460 |
| Accounts payable and accrued expenses | $286,049 |
| Grants payable | $0 |
| Deferred revenue | $547,774 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $833,823 |
| Net assets without donor restrictions | $606,637 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,440,460 |