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.
Public Charity
Fund and Subscription Finance Association
Fund and Subscription Finance Association is a Public Charity headquartered in Charlotte, NC. Financial data from the 2024 filing: $7.0M revenue, $5.6M expenses, $9.4M total assets.
EIN: 472428911
Charlotte, NC
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2024
Total Revenue$7.0M
Total Expenses$5.6M
Total Assets$9.4M
Grant Records0
Filing Years2019–2024
Officers & Directors
Vice Chair
Danielle Roman
Vice Chair
Emma Russell
Chair
Jeffrey Johnston
Vice Chair
Jill Wilson
Vice Chair
Joe Rocco
COO & CHRO
Katharine Saxon
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7.0M | $5.6M | $9.4M |
| 2023 | $5.2M | $3.9M | $6.6M |
| 2022 | $3.5M | $3.1M | $5.1M |
| 2020 | $2.1M | $1.8M | $2.3M |
| 2019 | $2.2M | $1.8M | $2.1M |
Between 2019 and 2024, reported annual revenue grew from $2.2M to $7.0M (+215%), with total assets most recently reported at $9.4M.
Interactive year-over-year charts and full filing details available with membership.