2025-12-24T08:34:15-06:00 2025-06-30 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2024-07-01 521281151 WASHINGTON CHAPTER OF THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT WASH 2027380796 PO BOX 16237 ARLINGTON VA 22215 REBECCA EVERTSZ TREASURER 2027380796 2025-12-22 1 1 JILL M BOYLE CPA P01246734 7038361350 2025-12-17 2024 2025-03-06 01:10:19Z X REBECCA EVERTSZ PO BOX 16237 ARLINGTON VA 22215 486198 0 X HTTPS://WASHINGTON-SDFM.DIGITELLINC.COM X 1978 VA SDFM PROMOTES THE EDUCATION AND TRAINING OF ITS MEMBERS. 34 34 0 34 0 0 0 0 371229 423222 90 225 25601 39958 396920 463405 3770 15695 0 0 0 0 0 0 0 426270 402940 430040 418635 -33120 44770 499807 544577 0 0 499807 544577 X THE SDFM WASHINGTON CHAPTER'S MISSION IS TO ADVANCE THE PROFESSION OF DEFENSE FINANCIAL MANAGEMENT THROUGH EDUCATION, TRAINING, AND PROMOTING THOUGHT LEADERSHIP, PROFESSIONAL DEVELOPMENT, AND ETHICAL BEHAVIOR. THE CHAPTER SERVES ITS COMMUNITY BY CONNECTING PEOPLE, IDEAS, AND SOLUTIONS, AND BY FOSTERING PROFESSIONAL GROWTH AND COMMUNITY SERVICE INITIATIVES WITHIN THE DEFENSE FINANCIAL MANAGEMENT FIELD. 0 0 300960 15695 390777 NCR PDI:THE WASHINGTON CHAPTER PDI IS A VIBRANT TRAINING AND NETWORKING EVENT WITH KEY GOVERNMENT AND INDUSTRY THOUGHT LEADERS TO OPTIMIZE FM EDUCATION WHILE HELPING TO RAISE FUNDS FOR CHARITIES AND SCHOLARSHIPS. 56546 32445 WASHINGTON CHAPTER MEMBERSHIPS:MEMBER EVENTS AND CHAPTER REBATES PROVIDED BY SDFM NATIONAL. 24633 GOLF TOURNAMENT:THE GOLF TOURNAMENT WAS HOSTED BY THE CHAPTER IN LATE-SUMMER OF EACH YEAR AS A NETWORKING OPPORTUNITY FOR MEMBERS. 24346 HOLIDAY SOCIAL:THE HOLIDAY SOCIAL WAS HOSTED BY THE CHAPTER IN DECEMBER AS A NETWORKING OPPORTUNITY FOR MEMBERS. 24346 406485 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 X THE ORGANIZATION 2027380796 PO BOX 16237 ARLINGTON VA 22215 X ALALEH JENKINS THRU 063025 PRESIDENT NAVY 1.00 X X 0 0 0 ED GARDINER PRESIDENT ELECT USMC 0.50 X X 0 0 0 PETE BOWMAN THRU 063025 SECRETARY 4.00 X X 0 0 0 JULIAN BOGAN SECRETARY ELECT USMC 0.50 X X 0 0 0 DAI NGUYEN THRU 063025 TREASURER 0.50 X X 0 0 0 JASMINE CARPENTERTHRU 063025 DEPUTY TREASURER 0.50 X X 0 0 0 DAVID ZAVADA AUDIT CHAIR 0.50 X X 0 0 0 JEFF NORRIS AUDIT COMMITTEE MEMBER 0.50 X 0 0 0 ROB SMITH DOD VICE PRESIDENT 0.50 X 0 0 0 COL TORIN HAMILTON ARMY VICE PRESIDENT 0.50 X 0 0 0 LTC DARRYL SNYDER ARMY ASSISTANT SECRETARY 0.50 X 0 0 0 RAQUEL ESCRIBANO NAVY VICE PRESIDENT 0.50 X 0 0 0 OGA WHEELER NAVY ASSISTANT SECRETARY 0.50 X 0 0 0 MITCHELL KENT USMC VICE PRESIDENT 0.50 X 0 0 0 JOHN STONE USMC ASSISTANT SECRETARY 0.50 X 0 0 0 CARLOS CORTEZ AIR FORCE VICE PRESIDENT 0.50 X 0 0 0 LCDR MARK SANCHEZ USCG VICE PRESIDENT 0.50 X 0 0 0 DEBRA DEL MAR CORPORATE/RETIRED VICE PRESIDENT 0.50 X 0 0 0 CHRIS STOCKEL CORPORATE/RETIRED ASSISTANT SEC. 0.50 X 0 0 0 SUE GOODYEAR DOD SPECIAL ASSISTANT 0.50 X 0 0 0 JENNY LU CDFM CHAIR 0.50 X 0 0 0 JOHN WRITER AWARDS/ESSAY CHAIR 0.50 X 0 0 0 MARIO BECKLES SCHOLARSHIP CHAIR 0.50 X 0 0 0 MILFORD E THOMPSON LUNCHEON COMMITTEE CO-CHAIR 0.50 X 0 0 0 JENNIFER MILLER LUNCHEON COMMITTEE CO-CHAIR 0.50 X 0 0 0 TERRY PLACEK TRAINING & EDUCATION 0.50 X 0 0 0 RAQUEL ESCRIBANO COMPETITION CHAIR 0.50 X 0 0 0 JEFF NORRIS COMMUNITY SERVICE CHAIR 0.50 X 0 0 0 DAN OLDEN MEMBERSHIP CHAIR 0.50 X 0 0 0 WAYNE WHITEN WEBMASTER 0.50 X 0 0 0 TYREE EDMOND ALTERNATE WEBMASTER 0.50 X 0 0 0 WHITNEY VERGARA COMMUNICATIONS CHAIR 0.50 X 0 0 0 MATT LEDDER EARLY CAREERIST CHAIR 0.50 X 0 0 0 PATRICK FULTON EARLY CAREERIST VICE CHAIR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 MINI PDI SPONSORSHIP A 900099 390777 390777 CHAPTER REBATES 900099 32445 32445 423222 225 225 62751 22793 39958 39958 463405 423222 0 40183 2000 2000 13695 13695 12150 12150 8607 8607 7500 7500 334483 334483 TRAINING 37200 37200 REFUNDS 3000 3000 418635 406485 12150 0 282014 440427 217793 104150 499807 544577 0 0 X 499807 544577 499807 544577 499807 544577 44770 0 X X 0 1 X 1 0 X 95609 132600 306167 371229 423222 1328827 42536 38658 52773 62751 196718 95609 175136 344825 424002 485973 1525545 0 4000 49170 93295 95400 137700 379565 4000 49170 93295 95400 137700 379565 1145980 150 139 303 90 225 907 150 139 303 90 225 907 7500 28840 270 36610 95759 182775 373968 424362 486198 1563062 0.73320 0.76450 0.00060 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2021 AMOUNT: $ 7,500. 2022 AMOUNT: $ 28,840. 2023 AMOUNT: $ 270. 0 X 486198 22793 22793 463405 0 463405 441428 22793 22793 418635 0 418635 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,793. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,793. GOLF TOURNAMENT 62751 62751 595 22198 62751 62751 595 22198 22793 39958 1 SCHOLARSHIP 4 12000 AWARDS 13 1695 COST PLAQUES PART I, LINE 1: THE CHAPTER HAS A COMMITTEE THAT REVIEWS APPLICANTS' ELIGIBILITY AND SUBMITTED ESSAYS. THE COMMITTEE THEN SUBMITS ITS RECOMMENDATIONS TO THE EXECUTIVE BOARD, WHICH APPROVES THE SCHOLARSHIP RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND AUDIT COMMITTEE CHAIR PRIOR TO FILING. IT IS MADE AVAILABLE TO ALL OTHER MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR WEBSITE. GOVERNING DOCUMENTS CAN ALSO BE FOUND ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT BEEN CHANGED FROM THE PRIOR YEAR.