NICSA INC
225 Franklin Street 26th Floor, Boston, MA 021102804 www.nicsa.org

Total Revenue
$2,801,802
Total Expenses
$2,708,576
Net Assets
$526,542

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

Annual Conference: NICSA Annual Conference and expo provides educational and networking opportunities for its membership.

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.

General Membership Meetings: NICSA facilitated a National Meeting that provided education and networking opportunities for its membership.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
James A FitzpatrickPresident40$359,375
Justine PhoenixVP Distribution & Broker Dealer Engagement40$125,000
Clint HarrisDirector1$0
Mark LavanDirector1$0
Stacy BernsteinDirector1$0
Chris KellerDirector1$0
Bethaney HendricksDirector1$0
Brandon AndersonDirector1$0
David RosenDirector1$0
Cliff PoirierDirector1$0
Eileen NortonDirector1$0
Dan MoormanDirector1$0
Frieda LewisDirector1$0
Katarina TsouganatousDirector1$0
Pat CurtinDirector1$0
Veronica LeeDirector1$0
Jay MartinDirector1$0
Kevin O'ConnellDirector1$0
Michael O'ReillyDirector1$0
Joshua LovellDirector1$0
Joseph QuirkDirector1$0
Larry FaheyDirector1$0
Michael DenofrioDirector1$0
Philip KolbDirector1$0
Margarheeta Rheeta WiseDirector1$0
Lisa HillDirector1$0
Scott CheltonDirector1$0
Ian MccoyDirector1$0
David WhitakerDirector1$0
Matt ThomasDirector1$0
Rich PriorDirector1$0
Mark TrenchardDirector1$0
Keith SlatteryDirector1$0
Scott BradyDirector1$0
Lisa HalbachDirector1$0
Timothy JohnsonDirector1$0
Peter PoulinTreasurer1$0
Dan HoulihanChair1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202032269349301403_public.xml