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
Public Charity
NICSA Inc
NICSA Inc is a Public Charity headquartered in Boston, MA. Financial data from the 2026 filing: $2.5M revenue, $2.3M expenses, $1.8M total assets. 3 publicly reported grants to this organization, totaling roughly $120K, appear in IRS filings.
EIN: 043044983
Boston, MA
Graduate & Professional Schools
NTEE: B50
Latest filing: 2026
Total Revenue$2.5M
Total Expenses$2.3M
Total Assets$1.8M
Grant Records3
Funding Total$120K
Filing Years2022–2026
Where $100 goes at NICSA Inc
How NICSA Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$86
Programs
the work itself
$14
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $86 for programs
$26
Annual Conference
$19
Asset & Wealth Management Summit
$14
Symposium
Plus 4 more programs. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$10,000
For grant recipient's exempt purposes
$10,000
For grant recipient's exempt purposes
$100,000
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
Vice President
Allison Lovett
Executive Director Membership/Sales
Allison Walsh
Director
Andrew Strnad
Director
Brooke Marajo
Director
Chris Goff
Director
Chris Keller
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $2.5M | $2.3M | $1.8M |
| 2025 | $2.2M | $2.3M | $1.6M |
| 2024 | $2.2M | $2.2M | $1.4M |
| 2023 | $2.2M | $2.4M | $1.4M |
| 2022 | $2.1M | $2.0M | $1.9M |
Between 2022 and 2026, reported annual revenue grew from $2.1M to $2.5M (+20%), with total assets most recently reported at $1.8M.
Interactive year-over-year charts and full filing details available with membership.