Fund and Subscription Finance Association
Revenue
$7m
year to 31 December 2024
Expenses
$5.6m
year to 31 December 2024
Total assets
$9.4m
$4.7m liabilities
Net assets
$4.6m
assets less liabilities
Directors and trustees
10
2.4 years on average
Staff
6
140 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
14
named in Part VII
Fund and Subscription Finance Association's network
10 peoplei10 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jeffrey Johnston Chair (also filed as Jeff Johnston) | Chair | 2024 | 2 yrs |
| Danielle Roman | Vice Chair | 2024 | 2 yrs |
| Emma Russell | Vice Chair | 2024 | 2 yrs |
| Jill Wilson | Vice Chair | 2024 | 2 yrs |
| Joseph Rocco (also filed as Joe Rocco) | Vice Chair | 2024 | 2 yrs |
| Mary Touchstone | Vice Chair | 2024 | 2 yrs |
| Michael Mascia (also filed as Mike Mascia) | Company secretary | 2024 | 2 yrs |
| Sammy Asoli | Vice Chair | 2024 | 2 yrs |
| Terry Hatton | Treasurer | 2024 | 2 yrs |
| Tina Meigh | First Vice Chai | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Danielle Roman | Vice Chairman | since 2022 |
| Emma Russell | Vice Chairman | since 2022 |
| Jeff Maier | Vice Chairman | since 2019 |
| Jeffrey Johnston | Chairman | since 2019 |
| Jill Wilson | Vice Chairman | 2023 |
| Joseph Rocco | Vice Chairman | 2023 |
| Katharine Saxon | COO & Chro | 2024 |
| Mary Touchstone | Vice Chairman | since 2019 |
| Michael Mascia | Company secretary | since 2019 |
| Nick Mitra | Frist Vice Chairman | since 2019 |
| Sammy Asoli | Vice Chairman | 2023 |
| Terry Hatton | Treasurer | since 2019 |
| Tina Meigh | Vice Chairman | since 2019 |
| Tina Wind | Vice Chairman | 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Katharine Saxon | COO & Chro | 45 | $152k | $3k | |
| Jeffrey Johnston | Chair | 10 | $0 | ||
| Danielle Roman | Vice Chair | 4 | $0 | ||
| Emma Russell | Vice Chair | 4 | $0 | ||
| Jill Wilson | Vice Chair | 4 | $0 | ||
| Joe Rocco | Vice Chair | 2 | $0 | ||
| Mike Mascia | Secretary | 6 | $0 | ||
| Mary Touchstone | Vice Chair | 4 | $0 | ||
| Sammy Asoli | Vice Chair | 4 | $0 | ||
| Terry Hatton | Treasurer | 5 | $0 | ||
| Tina Meigh | First Vice Chai | 5 | $0 |
About
- Legal name
- Fund and Subscription Finance Association
- EIN
- 472428911
- Address
- 6801 Carnegie Blvd Ste 102, Charlotte, NC, 28211-3665
- State
- North Carolina
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 7 (IRS master file code)
- Formed
- 2014
- Principal officer
- Jeffrey Johnston (as named on the Form 990)
- IRS ruling date
- 1 May 2017
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2024
Most connected
Longest observed on the filings
≥2years on the filingsJeffrey Johnston
≥2years on the filingsDanielle Roman
≥2years on the filingsEmma Russell
≥2years on the filingsJill Wilson
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $9.4m
- Total liabilities
- $4.7m
- Net assets or fund balances
- $4.6m
- Contributions and grants received
- $0
- Program service revenue
- $6.9m
- Employees
- 6
- Volunteers
- 140
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $7m | $5.6m | $1.3m |
As filed on the IRS Form 990. US dollars.