Civic Intelligence

Nicsa Inc.

990 • Fiscal year 2016 • EIN 04-3044983

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 10, 2016

Organization Profilewww.nicsa.org

View Organization Page

8400 Westpark Drive No 200McLean, VA 22102

(508) 485-1500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.39x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.27x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

30th percentile

-4.5%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$83,333

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-2.6%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,028,248

Down $130,701 (-11%) from 2015

Net Assets

Down

$628,562

Down $65,979 (-9.5%) from 2015

Liabilities

Down

$399,686

Down $64,722 (-14%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin30th percentile

Revenue

Down

$1,458,790

Down $39,210 (-2.6%) from 2015

Expenses

Down

$1,524,769

Down $119,066 (-7.2%) from 2015

Net Income

Up

-$65,979

Up $79,856 (+55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,287,814Liabilities 2012: $247,075Net Assets 2012: $1,040,7392012Assets 2013: $1,327,176Liabilities 2013: $252,542Net Assets 2013: $1,074,6342013Assets 2014: $1,136,716Liabilities 2014: $296,340Net Assets 2014: $840,3762014Assets 2015: $1,158,949Liabilities 2015: $464,408Net Assets 2015: $694,5412015Assets 2016: $1,028,248Liabilities 2016: $399,686Net Assets 2016: $628,5622016Assets 2017: $971,554Liabilities 2017: $451,254Net Assets 2017: $520,3002017Assets 2018: $1,096,439Liabilities 2018: $521,261Net Assets 2018: $575,1782018Assets 2019: $1,494,081Liabilities 2019: $1,060,765Net Assets 2019: $433,3162019Assets 2020: $990,191Liabilities 2020: $463,649Net Assets 2020: $526,5422020Assets 2021: $1,296,845Liabilities 2021: $590,375Net Assets 2021: $706,4702021Assets 2022: $1,905,996Liabilities 2022: $1,120,079Net Assets 2022: $785,9172022Assets 2023: $1,428,233Liabilities 2023: $792,148Net Assets 2023: $636,0852023Assets 2024: $1,440,460Liabilities 2024: $833,823Net Assets 2024: $606,6372024Assets 2025: $1,551,759Liabilities 2025: $1,028,546Net Assets 2025: $523,2132025

Highlighted filing

2016

Assets$1,028,248
Liabilities$399,686
Net Assets$628,562
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,604,213Expenses 2012: $1,556,213Net Income 2012: $48,0002012Revenue 2013: $1,575,499Expenses 2013: $1,541,604Net Income 2013: $33,8952013Revenue 2014: $1,516,103Expenses 2014: $1,750,361Net Income 2014: -$234,2582014Revenue 2015: $1,498,000Expenses 2015: $1,643,835Net Income 2015: -$145,8352015Revenue 2016: $1,458,790Expenses 2016: $1,524,769Net Income 2016: -$65,9792016Revenue 2017: $1,477,166Expenses 2017: $1,585,428Net Income 2017: -$108,2622017Revenue 2018: $1,574,893Expenses 2018: $1,520,015Net Income 2018: $54,8782018Revenue 2019: $1,211,655Expenses 2019: $1,347,675Net Income 2019: -$136,0202019Revenue 2020: $2,801,802Expenses 2020: $2,708,576Net Income 2020: $93,2262020Revenue 2021: $1,786,292Expenses 2021: $1,606,364Net Income 2021: $179,9282021Revenue 2022: $2,079,510Expenses 2022: $2,000,063Net Income 2022: $79,4472022Revenue 2023: $2,221,537Expenses 2023: $2,371,369Net Income 2023: -$149,8322023Revenue 2024: $2,205,079Expenses 2024: $2,234,527Net Income 2024: -$29,4482024Revenue 2025: $2,233,106Expenses 2025: $2,316,530Net Income 2025: -$83,4242025

Highlighted filing

2016

Revenue$1,458,790
Expenses$1,524,769
Net Income-$65,979
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$1,458,790
Mission and Program Overview

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$701,082$701,161▲ $79
Cash and Non-Interest-Bearing Accounts$410,051$269,902▼ $140,149
Accounts Receivable$23,124$33,532▲ $10,408
Prepaid Expenses and Deferred Charges$3,858$14,080▲ $10,222
Land, Buildings, and Equipment, Net$20,834$9,573▼ $11,261
Total Assets$1,158,949$1,028,248▼ $130,701
Liabilities
Deferred Revenue$303,722$356,237▲ $52,515
Accounts Payable and Accrued Expenses$160,686$43,449▼ $117,237
Total Liabilities$464,408$399,686▼ $64,722
Net Assets / Fund Balance
Unrestricted Net Assets$689,351$628,562▼ $60,789
Temporarily Rstr Net Assets$5,190$0▼ $5,190
Total Net Assets Fund Balance$694,541$628,562▼ $65,979
Total Liabilities and Net Assets / Fund Balance$1,158,949$1,028,248▼ $130,701

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,573$24,211$33,784
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A FitzpatrickPresident beginning Sept 2015FT$83,333-$83,333
Theresa HamacherPresident through June 2015FT$72,631$5,095$77,726
Liz JacksonInterim PresidentFT$44,211-$44,211

Board Members and Trustees

NameTitle
George BatejanChair
Dan HoulihanVice-Chair
Anmarie CiccoloDirector
Anne Hebard-DuduchDirector
Brian JonesDirector
Chris TredeDirector
David ParksDirector
Doug MorganDirector
Eileen Storz-SalinoDirector
Elisa ColkittDirector
Erika IvanyiDirector
Fred NaddaffDirector
Ian McCoyDirector
James KeenanDirector
Karen WalshDirector
Lawrence FaheyDirector
Lisa HillDirector
Lisa KlassenDirector
Margarrheeta WiseDirector
Michael CollinsDirector
Michael DeNofrioDirector
Philip KolbDirector
Robert GrothDirector
Robert WallaceDirector
Scott CheltonDirector
Stacy RoodeDirector
Steve AveraDirector
Barry BenjaminTreasurer
Peter PoulinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AMG IncAssociation Management Services8400 Westpark Drive 2nd Floor, McLean, VA 22102$568,839
Diplomat Resort & Spa- CURIO CEvent host hotel3555 South Ocean Drive, Hollywood, FL 33019$138,095
Leading Authorities IncSpeaker Bureau1990 M St NW 800, Washington, DC 20036$112,625
Wilbanks Partners LLCExecutive Search263 Tresser Blvd, Stamford, CT 06901$110,758
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,458,710
Investment Income
$80
Other Revenue
$0
Change in Net Assets
$-65,979

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,458,790
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,458,790
Total Revenue per Form 990
$1,458,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,249,383
Salaries, Compensation, and Employee Benefits$275,386
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$379,312$134,902-$514,214
Conferences and Meetings$477,295$1,111-$478,406
Current Officers, Directors, Trustees, and Key Employees$144,927$107,531-$252,458
Travel$24,012$13,296-$37,308
Fees for Services Other$1,732$23,827-$25,559
Office Expenses$5,502$18,805-$24,307
Payroll Taxes-$15,428-$15,428
Information Technology-$14,060-$14,060
Fees for Services Accounting-$12,716-$12,716
Depreciation Depletion-$11,261-$11,261
Other Salaries and Wages-$7,500-$7,500
Advertising-$7,317-$7,317
Insurance-$5,723-$5,723
Occupancy-$1,667-$1,667
Fees for Services Legal-$600-$600
Other Expenses-$550-$550
Total Functional Expenses$1,032,780$491,989$0$1,524,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,524,769
Total Expenses per Audited Statements$1,524,769
Total Expenses per Form 990$1,524,769
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Association utilizes the services of a management firm, Association Management Group, to provide management, back-office services, and use of office space and equipment. Management fees totaled $514,214 for the year ended March 31, 2016.”

Form 990, Part VI, Section A, line 6

“The organization has members.”

Form 990, Part VI, Section A, line 7A

“Each member organization shall designate one nominee as its representative and may designate one or more alternate nominees. Such nominees shall be employees of the member organization.”

Form 990, Part VI, Section B, line 11

“A draft of the Federal Form 990 is circulated to the Board of Directors for review prior to filing with the IRS. Any questions are collected and resolved. The Audit Committee approves the final Federal Form 990 to be filed.”

Form 990, Part VI, Section B, line 12C

“The organization requires an annual written disclosure that all directors must sign confirming that they are in compliance with the Conflict of Interest Policy and must be updated throughout the year as necessary.”

Form 990, Part VI, Section B, line 15

“The compensation of the President and top management positions are determined by the Executive Committee consisting of members of the Board of Directors. The Committee considers performance as well as comparability data when determining compensation.”

Form 990, Part VI, Section C, line 19

“The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
NICSA Inc
EIN
04-3044983
Phone
5084851500
Address
8400 Westpark Drive No 200, McLean, VA 22102

Signing Officer

Name
James A Fitzpatrick
Title
President
Phone
5084851500
Signed
2016-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James A Fitzpatrick
Formed
1987
Legal Domicile
Ma
Voting Board Members
25
Independent Board Members
25
Employees
2
Volunteers
250

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1: Mission Continuation

“NICSA forums enable associates of asset managers, distributors, and service providers to: Collaborate to establish standards for operational best practices to assist compliance with regulations and continuously improve operating performance. Stay up-to-date on the latest developments through education and Information sharing. Learn about trends in all types of investment vehicles, including mutual funds, hedge funds, unit investment trusts, UCITS and ETFS. Connect members with peers to network and learn from each other, and foster skills that can help advance careers.”

Form 990, Part XII, Line 2C:

“The organization's Audit Committee is responsible for the oversight of the audit and the selection of the independent accountant. This process has not changed from prior years.”

Financial Statement Notes

Part X, Line 2:

“Management has evaluated NICSA's tax positions and has concluded that NICSA has taken no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 679 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0160686
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043449
IRS990/AccountsReceivableGrp/BOYAmt023124
IRS990/AccountsReceivableGrp/EOYAmt033532
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NICSA is the leading provider of independent education and networking forums to professionals in the global investment management community.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07317
IRS990/AdvertisingGrp/TotalAmt07317
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Association Management Group
IRS990/BooksInCareOfDetail/PhoneNum07036109000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08400 Westpark Drive 2nd Floor
IRS990/BooksInCareOfDetail/USAddress/CityNm0McLean
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022102
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0410051
IRS990/CashNonInterestBearingGrp/EOYAmt0269902
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0107531
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0144927
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0252458
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01111
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0477295
IRS990/ConferencesMeetingsGrp/TotalAmt0478406
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0568839
IRS990/ContractorCompensationGrp/CompensationAmt1138095
IRS990/ContractorCompensationGrp/CompensationAmt2112625
IRS990/ContractorCompensationGrp/CompensationAmt3110758
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08400 Westpark Drive 2nd Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13555 South Ocean Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21990 M St NW 800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3263 Tresser Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0McLean
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Hollywood
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Washington
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Stamford
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd022102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd133019
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220036
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd306901
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AMG Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Diplomat Resort & Spa- CURIO C
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Leading Authorities Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Wilbanks Partners LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Association Management Services
IRS990/ContractorCompensationGrp/ServicesDesc1Event host hotel
IRS990/ContractorCompensationGrp/ServicesDesc2Speaker Bureau
IRS990/ContractorCompensationGrp/ServicesDesc3Executive Search
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt080
IRS990/CYOtherExpensesAmt01249383
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01458710
IRS990/CYRevenuesLessExpensesAmt0-65979
IRS990/CYSalariesCompEmpBnftPaidAmt0275386
IRS990/CYTotalExpensesAmt01524769
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01458790
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0303722
IRS990/DeferredRevenueGrp/EOYAmt0356237
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011261
IRS990/DepreciationDepletionGrp/TotalAmt011261
IRS990/Desc0Annual Conference: NICSA facilitated its 33rd Annual Conference and expo that provided educational and networking opportunities for its membership.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0529701
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012716
IRS990/FeesForServicesAccountingGrp/TotalAmt012716
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesLegalGrp/TotalAmt0600
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0134902
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0379312
IRS990/FeesForServicesManagementGrp/TotalAmt0514214
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023827
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01732
IRS990/FeesForServicesOtherGrp/TotalAmt025559
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt295095
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/PersonNm0George Batejan
IRS990/Form990PartVIISectionAGrp/PersonNm1Dan Houlihan
IRS990/Form990PartVIISectionAGrp/PersonNm2Peter Poulin
IRS990/Form990PartVIISectionAGrp/PersonNm3Steve Avera
IRS990/Form990PartVIISectionAGrp/PersonNm4Scott Chelton
IRS990/Form990PartVIISectionAGrp/PersonNm5Anmarie Ciccolo
IRS990/Form990PartVIISectionAGrp/PersonNm6Elisa Colkitt
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael Collins
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael DeNofrio
IRS990/Form990PartVIISectionAGrp/PersonNm9Lawrence Fahey
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Groth
IRS990/Form990PartVIISectionAGrp/PersonNm11Anne Hebard-Duduch
IRS990/Form990PartVIISectionAGrp/PersonNm12Lisa Hill
IRS990/Form990PartVIISectionAGrp/PersonNm13Brian Jones
IRS990/Form990PartVIISectionAGrp/PersonNm14James Keenan
IRS990/Form990PartVIISectionAGrp/PersonNm15Lisa Klassen
IRS990/Form990PartVIISectionAGrp/PersonNm16Philip Kolb
IRS990/Form990PartVIISectionAGrp/PersonNm17Ian McCoy
IRS990/Form990PartVIISectionAGrp/PersonNm18Doug Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm19Stacy Roode
IRS990/Form990PartVIISectionAGrp/PersonNm20Chris Trede
IRS990/Form990PartVIISectionAGrp/PersonNm21Robert Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm22Karen Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm23Margarrheeta Wise
IRS990/Form990PartVIISectionAGrp/PersonNm24Barry Benjamin
IRS990/Form990PartVIISectionAGrp/PersonNm25Erika Ivanyi
IRS990/Form990PartVIISectionAGrp/PersonNm26Fred Naddaff
IRS990/Form990PartVIISectionAGrp/PersonNm27David Parks
IRS990/Form990PartVIISectionAGrp/PersonNm28Eileen Storz-Salino
IRS990/Form990PartVIISectionAGrp/PersonNm29Theresa Hamacher
IRS990/Form990PartVIISectionAGrp/PersonNm30James A Fitzpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm31Liz Jackson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2972631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3083333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3144211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29President through June 2015
IRS990/Form990PartVIISectionAGrp/TitleTxt30President beginning Sept 2015
IRS990/Form990PartVIISectionAGrp/TitleTxt31Interim President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01458790
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014060
IRS990/InformationTechnologyGrp/TotalAmt014060
IRS990/InsuranceGrp/ManagementAndGeneralAmt05723
IRS990/InsuranceGrp/TotalAmt05723
IRS990/InvestmentIncomeGrp/ExclusionAmt080
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024211
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020834
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09573
IRS990/LandBldgEquipCostOrOtherBssAmt033784
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NICSA 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
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0694541
IRS990/NetAssetsOrFundBalancesEOYAmt0628562
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01667
IRS990/OccupancyGrp/TotalAmt01667
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018805
IRS990/OfficeExpensesGrp/ProgramServicesAmt05502
IRS990/OfficeExpensesGrp/TotalAmt024307
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,028,248
Liabilities
$399,686
Net assets
$628,562
Revenue
$1,458,790
Expenses
$1,524,769
Net income
-$65,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$1.03$0.52$2.23$2.32$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.83$0.61$2.21$2.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.79$0.64$2.22$2.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.12$0.79$2.08$2.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.59$0.71$1.79$1.61$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.46$0.53$2.80$2.71$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.49$1.06$0.43$1.21$1.35$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.52$0.58$1.57$1.52$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.45$0.52$1.48$1.59$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.40$0.63$1.46$1.52$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.46$0.69$1.50$1.64$0.15
2014Summary only. Only limited summary data is available for this year.$1.14$0.30$0.84$1.52$1.75$0.23
2013Summary only. Only limited summary data is available for this year.$1.33$0.25$1.07$1.58$1.54$0.03
2012Summary only. Only limited summary data is available for this year.$1.29$0.25$1.04$1.60$1.56$0.05