Civic Intelligence

Nicsa Inc.

990 • Fiscal year 2018 • EIN 04-3044983

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 16, 2018

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

80th percentile

0.48x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.33x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

6.6%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,096,439

Up $124,885 (+13%) from 2017

Net Assets

Up

$575,178

Up $54,878 (+11%) from 2017

Liabilities

Up

$521,261

Up $70,007 (+16%) from 2017

Revenue

Up

$1,574,893

Up $97,727 (+6.6%) from 2017

Expenses

Down

$1,520,015

Down $65,413 (-4.1%) from 2017

Net Income

Up

$54,878

Up $163,140 (+151%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,096,439
Liabilities$521,261
Net Assets$575,178

Operations Trend

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

2018

Revenue$1,574,893
Expenses$1,520,015
Net Income$54,878
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 16, 2018
Return Version
2017v2.2
Gross Receipts
$1,612,301
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$701,242$703,765▲ $2,523
Cash and Non-Interest-Bearing Accounts$223,905$334,621▲ $110,716
Accounts Receivable$37,570$29,394▼ $8,176
Prepaid Expenses and Deferred Charges$8,837$28,659▲ $19,822
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$971,554$1,096,439▲ $124,885
Liabilities
Deferred Revenue$334,043$277,196▼ $56,847
Accounts Payable and Accrued Expenses$117,211$244,065▲ $126,854
Total Liabilities$451,254$521,261▲ $70,007
Net Assets / Fund Balance
Unrestricted Net Assets$520,300$575,178▲ $54,878
Total Net Assets Fund Balance$520,300$575,178▲ $54,878
Total Liabilities and Net Assets / Fund Balance$971,554$1,096,439▲ $124,885

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$33,784$33,784
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A FitzpatrickPresident/ Clerk Exec. CommitteeFT$250,000$82,000$332,000

Board Members and Trustees

NameTitle
Dan HoulihanChair/Operational Strategy Committee
Brian JonesDirector
Chris TredeDirector
David WhitakerDirector
Ian McCoyDirector
Jay MartinDirector
Joseph QuirkDirector
Joshua LovellDirector
Keith SlatteryDirector
Kevin O'ConnellDirector
Larry FaheyDirector
Lisa HalbachDirector
Lisa HillDirector
Lisa KlassenDirector
Margarheeta Rheeta WiseDirector
Mark TrenchardDirector
Matt ThomasDirector
Michael CollinsDirector
Michael DeNofrioDirector
Michael O'ReillyDirector
Rich PriorDirector
Rick PoluchDirector
Timothy JohnsonDirector
Scott CheltonDirector/ Audit Committee
Stacy RoodeDirector/ Audit Committee
Anne HebardDirector/ Content Committee
Jennifer HanesDirector/ Content Committee
Philip KolbDirector/ Membership Committee
Elisa ColkittDirector/ Nominating Committee
Scott BradyDirector/ Nominating Committee
Steve AveraDirector/ Nominating Committee
Karen WalshDirector/ NOVA Committee
Peter PoulinTreasurer/ Finance Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
Interel US IncAssociation Management Services8400 Westpark Drive 2nd Floor, McLean, VA 22102$434,964
Diplomat HotelEvent host hotel3555 South Ocean Drive, Hollywood, FL 33019$114,450
Revenue and Support

Revenue Composition

Contributions and Grants
$49,625
Program Service Revenue
$1,528,921
Investment Income
$2,523
Other Revenue
$-6,176
Change in Net Assets
$54,878

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,574,893
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$37,408
Total Revenue per Audited Statements
$1,612,301
Total Revenue per Form 990
$1,574,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,064,965
Salaries, Compensation, and Employee Benefits$414,982
Grants and Similar Amounts Paid$40,068
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$474,977$125-$475,102
Fees for Services Management$351,974$86,990-$438,964
Current Officers, Directors, Trustees, and Key Employees$180,000$70,000-$250,000
Other Salaries and Wages$136,323$10,375-$146,698
Grants to Domestic Orgs$40,068--$40,068
Fees for Services Other$16,623$11,835-$28,458
Travel$22,039$5,897-$27,936
Office Expenses$6,595$20,322-$26,917
Information Technology-$26,585-$26,585
Payroll Taxes-$17,689-$17,689
Fees for Services Accounting-$13,966-$13,966
Advertising-$11,437-$11,437
Insurance-$5,440-$5,440
Fees for Services Legal-$2,311-$2,311
Other Employee Benefits-$595-$595
Other Expenses-$500-$500
Occupancy-$7-$7
Total Functional Expenses$1,228,599$291,416$0$1,520,015

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,557,423
Expenses per Audited Statements$1,520,015
Total Expenses per Form 990$1,520,015
Expenses Not Reported on Form 990$37,408
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boston Foundation IncBoston, MA501(c)(3)NICSA/William T. Blackwell Scholarship Fund$40,068
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,408
Fundraising Gross Income$27,851
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$77,476$27,851$5,427$22,424
Total Events$77,476$27,851$37,408$-9,557
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, Interel US, Inc., to provide management, back-office services, and use of office space and equipment. Management fees totaled $438,964 for the year ended March 31, 2018.

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 11B

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. The full Board of Directors approves the President's compensation based upon recommendation from the Executive Committee.

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
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James A Fitzpatrick
Formed
1987
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
24
Employees
3
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.

Part XI, Line 2D - Other Adjustments:

Fundraising event expenses 37,408.

Part XII, Line 2D - Other Adjustments:

Fundraising event expenses 37,408.

Raw XML AppendixShowing 400 of 770 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/BOYAmt0117211
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0244065
IRS990/AccountsReceivableGrp/BOYAmt037570
IRS990/AccountsReceivableGrp/EOYAmt029394
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NICSA is the leading provider of independent education and networking forums to professionals in the global investment management community.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt011437
IRS990/AdvertisingGrp/TotalAmt011437
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Interel US Inc
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/BOYAmt0223905
IRS990/CashNonInterestBearingGrp/EOYAmt0334621
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt070000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0180000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0250000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0125
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0474977
IRS990/ConferencesMeetingsGrp/TotalAmt0475102
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0434964
IRS990/ContractorCompensationGrp/CompensationAmt1114450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08400 Westpark Drive 2nd Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13555 South Ocean Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0McLean
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Hollywood
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd022102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd133019
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Interel US Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Diplomat Hotel
IRS990/ContractorCompensationGrp/ServicesDesc0Association Management Services
IRS990/ContractorCompensationGrp/ServicesDesc1Event host hotel
IRS990/ContriRptFundraisingEventAmt049625
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt049625
IRS990/CYGrantsAndSimilarPaidAmt040068
IRS990/CYInvestmentIncomeAmt02523
IRS990/CYOtherExpensesAmt01064965
IRS990/CYOtherRevenueAmt0-6176
IRS990/CYProgramServiceRevenueAmt01528921
IRS990/CYRevenuesLessExpensesAmt054878
IRS990/CYSalariesCompEmpBnftPaidAmt0414982
IRS990/CYTotalExpensesAmt01520015
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01574893
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0334043
IRS990/DeferredRevenueGrp/EOYAmt0277196
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Annual Conference: NICSA facilitated its 34th Annual Conference and expo that provided educational and networking opportunities for its membership.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0416736
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013966
IRS990/FeesForServicesAccountingGrp/TotalAmt013966
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02311
IRS990/FeesForServicesLegalGrp/TotalAmt02311
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt086990
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0351974
IRS990/FeesForServicesManagementGrp/TotalAmt0438964
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011835
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016623
IRS990/FeesForServicesOtherGrp/TotalAmt028458
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/AverageHoursPerWeekRt291.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt321.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3340.00
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/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
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/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/PersonNm0Dan Houlihan
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Poulin
IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Brady
IRS990/Form990PartVIISectionAGrp/PersonNm3Scott Chelton
IRS990/Form990PartVIISectionAGrp/PersonNm4Philip Kolb
IRS990/Form990PartVIISectionAGrp/PersonNm5Stacy Roode
IRS990/Form990PartVIISectionAGrp/PersonNm6Jennifer Hanes
IRS990/Form990PartVIISectionAGrp/PersonNm7Anne Hebard
IRS990/Form990PartVIISectionAGrp/PersonNm8Elisa Colkitt
IRS990/Form990PartVIISectionAGrp/PersonNm9Steve Avera
IRS990/Form990PartVIISectionAGrp/PersonNm10Karen Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm11Timothy Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm12Lisa Halbach
IRS990/Form990PartVIISectionAGrp/PersonNm13Keith Slattery
IRS990/Form990PartVIISectionAGrp/PersonNm14Mark Trenchard
IRS990/Form990PartVIISectionAGrp/PersonNm15Rich Prior
IRS990/Form990PartVIISectionAGrp/PersonNm16Matt Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm17David Whitaker
IRS990/Form990PartVIISectionAGrp/PersonNm18Ian McCoy
IRS990/Form990PartVIISectionAGrp/PersonNm19Lisa Hill
IRS990/Form990PartVIISectionAGrp/PersonNm20Margarheeta Rheeta Wise
IRS990/Form990PartVIISectionAGrp/PersonNm21Michael DeNofrio
IRS990/Form990PartVIISectionAGrp/PersonNm22Larry Fahey
IRS990/Form990PartVIISectionAGrp/PersonNm23Joseph Quirk
IRS990/Form990PartVIISectionAGrp/PersonNm24Joshua Lovell
IRS990/Form990PartVIISectionAGrp/PersonNm25Michael O'Reilly
IRS990/Form990PartVIISectionAGrp/PersonNm26Kevin O'Connell
IRS990/Form990PartVIISectionAGrp/PersonNm27Jay Martin
IRS990/Form990PartVIISectionAGrp/PersonNm28Rick Poluch
IRS990/Form990PartVIISectionAGrp/PersonNm29Chris Trede
IRS990/Form990PartVIISectionAGrp/PersonNm30Michael Collins
IRS990/Form990PartVIISectionAGrp/PersonNm31Brian Jones
IRS990/Form990PartVIISectionAGrp/PersonNm32Lisa Klassen
IRS990/Form990PartVIISectionAGrp/PersonNm33James A Fitzpatrick
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/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33332000
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/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair/Operational Strategy Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer/ Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director/ Nominating Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director/ Audit Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director/ Membership Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director/ Audit Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director/ Content Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director/ Content Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director/ Nominating Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director/ Nominating Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director/ NOVA Committee
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/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director
IRS990/Form990PartVIISectionAGrp/TitleTxt31Director
IRS990/Form990PartVIISectionAGrp/TitleTxt32Director
IRS990/Form990PartVIISectionAGrp/TitleTxt33President/ Clerk Exec. Committee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt049625
IRS990/FundraisingDirectExpensesAmt037408
IRS990/FundraisingGrossIncomeAmt027851
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt040068
IRS990/GrantsToDomesticOrgsGrp/TotalAmt040068
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01612301
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026585
IRS990/InformationTechnologyGrp/TotalAmt026585
IRS990/InsuranceGrp/ManagementAndGeneralAmt05440
IRS990/InsuranceGrp/TotalAmt05440
IRS990/InvestmentIncomeGrp/ExclusionAmt02523
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02523
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033784
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt0520300

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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