NonprofitsFund And Subscription Finance Association

Community Improvement & Capacity Building

Fund And Subscription Finance Association

CHARLOTTE, NC

Total revenue

$7.0M

Total expenses

$5.6M

Net assets

$4.6M

Grants received

EIN

472428911

Tax year

2024

Mission

The primary goals are: educating members, legislators, regulators, and other constituencies about the fund finance market and related capital markets, through holding events and conferences.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$6.9M
Investment income$75K
Other revenue$33K
Total revenue$7.0M

Expenses

Grants paid
Salaries & benefits$718K
Fundraising
Other expenses$4.9M
Total expenses$5.6M
Total assets$9.4M
Net assets$4.6M

People

11 listed

NameRoleCompensation

Katharine Saxon

COO & CHRO

Board

$152K

45 hrs/wk

Jeffrey Johnston

Chair

Board

10 hrs/wk

Danielle Roman

Vice Chair

Board

4 hrs/wk

Emma Russell

Vice Chair

Board

4 hrs/wk

Jill Wilson

Vice Chair

Board

4 hrs/wk

Joe Rocco

Vice Chair

Board

2 hrs/wk

Mike Mascia

Secretary

Board

6 hrs/wk

Mary Touchstone

Vice Chair

Board

4 hrs/wk

Sammy Asoli

Vice Chair

Board

4 hrs/wk

Terry Hatton

Treasurer

Board

5 hrs/wk

Tina Meigh

First Vice Chai

Board

5 hrs/wk

Independent contractors

Sequence Events LLC

Event Planning

$1.2M

Marketing Balance

Marketing Consultancy Exp

$235K

Details

EIN472428911
NTEE codeS41
Subsection06
Ruling date2017-05
Formed2014
Employees6
Volunteers140
FUND AND SUBSCRIPTION FINANCE ASSOCIATION — Mission, Financials & Grants Received | Grantivo