2026-03-20T11:47:35-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 541025128 Society of Defense Financial Management SOCI 7035490360 415 N Alfred St Ste 3 Alexandria VA 223142269 Richard Brady CEO 7035490360 2026-03-19 1 1 Lori A Collingsworth P00639819 7038930300 2026-03-13 2024 2025-03-06 01:10:19Z Richard Brady 415 N Alfred St Ste 3 Alexandria VA 223142269 3473797 0 X https://sdfm.org/ X 1948 VA Promote the education, training, & certification of the defense financial management workforce. 12 12 15 12 28660 0 231138 0 6756040 2149102 83989 31061 25429 10282 7096596 2190445 44974 0 0 0 1735104 1890423 0 0 0 5596830 2814121 7376908 4704544 -280312 -2514099 7314516 4628769 1336119 969709 5978397 3659060 X To promote thought leadership, professional development, and ethical behavior in all aspects of defense financial management. 0 0 1046095 561711 Certified Defense Financial Manager Program: The Certified Defense Financial Manager (CDFM) is a professional certification for financial management professionals in the U.S. Department of Defense (DoD). Administered by the Society of Defense Financial Management (SDFM), the CDFM validates a candidate's broad-based understanding of core defense financial management principles, practices, and standards.The CDFM credential is recognized across military and civilian sectors as a mark of excellence and professionalism in areas such as resource management, budgeting, cost control, and fiscal law. Whether working in policy, operations, or oversight, CDFM holders help ensure mission readiness and fiscal accountability across the DoD. 900706 381952 Education and Professional Development: SDFM offers comprehensive training programs, various education and networking events, webinars, and on demand education.Our mission is to empower financial professionals at every stage of their careers through dynamic and comprehensive learning experiences with the latest knowledge, tools, and strategies needed to excel in the ever-evolving field of defense financial management. Whether looking to deepen expertise, achieve professional certification, or stay ahead of emerging trends, our programs are designed to help thrive and succeed in today's complex and fast-paced environment. 805507 857748 Membership Services: SDFM is a robust community of 14,000+ professionals dedicated to the defense financial management profession. We offer world-class professional development, industry-leading certification programs, peer-to-peer networking and local programming at 100+ chapters around the world as well as thought-leadership and career development opportunities. 721726 319031 Professional Development Institute Symposium (PDI): PDI is SDFM's premier training event, uniting defense financial managers from both the public and private sectors to enhance their skills, share best practices, and address the complex challenges of today's fiscal environment. With over 120 educational education sessions, six general sessions, and a full day of service-based sessions known as Community Day, PDI fosters collaboration among participants from service headquarters, major commands, installation levels and the private sector. 164151 28660 Armed Forces Comptroller Publication: The Armed Forces Comptroller Journal was first published in 1956 and remains SDFM's flagship publication. Articles are received from a variety of sources, including academia, government and the membership at large. 885877 347691 3638185 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 0 1 19 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X MCI USA 7035490360 1660 International Dr Ste 600 McLean VA 221024877 Glenda Scheiner President - Air Force 2.00 X X 0 0 0 Nancy Phillips Treasurer - Retired 2.00 X X 0 0 0 DeAnna Randolph Secretary - OUSD(C) 2.00 X X 0 0 0 Tina Pierce Vice President-Outgoing - OSD 1.00 X 0 0 0 Wes Robinson Vice President - Army 1.00 X 0 0 0 Natalia Li Vice President - Navy 1.00 X 0 0 0 Jed Sondike Vice President - USMC 1.00 X 0 0 0 Lara Sayer Vice President - Air Force/Space Force 1.00 X 0 0 0 Mats Persson Vice President - DFAS 1.00 X 0 0 0 Mark Rose Vice President - USCG 1.00 X 0 0 0 Dr Ann Tipton Vice President - DHS 1.00 X 0 0 0 Patrick Lynch Chair-Corporate Advisory Group 1.00 X 0 0 0 Steve Herrera At Large-Corporate 1.00 X 0 0 0 Terry Elling General Counsel 2.00 X 0 0 0 Richard Brady Chief Executive Officer 40.00 X 279357 0 17034 Daniel Woltman VP, Membership 40.00 X 141855 0 22569 Phara Rodrigue VP, Certification 40.00 X 131264 0 21769 Charles McEntee Director, Marketing & PR 40.00 X 112454 0 14084 Caroline Smith VP, Prof Dev & Education 40.00 X 104996 0 15974 769926 0 91430 5 0 1 0 Aventura Catering Company 100 North Third Street Phoenix AZ 85004 Annual Conference Services 1262858 IMN Solutions 4250 Fairfax Dr Suite 600 Arlington VA 22203 Sales/Staffing Services 590607 Altai Systems PO Box 74008484 Chicago IL 60674 Technology Services 431810 AV Concepts 1917 W 1st Street Tempe AZ 85281 Annual Conference Services 402095 WTOPWFED PO Box 645431 Cincinnati OH 45264 Advertising Services 288700 12 Membership dues 900099 830748 830748 Certification fees 900099 561711 561711 Contract revenue 900099 329720 329720 PDI Symposium 900099 319031 319031 Program/Budget Summit 900099 52232 52232 55660 27000 28660 2149102 62958 62958 9277 9277 1251455 1283352 -31897 -31897 -31897 Other income 900099 1005 1005 1005 2190445 2120442 28660 41343 262573 194912 67661 1278110 948762 329348 69156 51336 17820 175641 130381 45260 104943 77901 27042 6542 6542 71878 71878 16238 16238 448673 293109 155564 328467 243826 84641 115945 86069 29876 512461 380408 132053 101636 75446 26190 14897 11058 3839 903290 903290 170733 126738 43995 32647 24235 8412 Publications 90714 90714 4704544 3638185 1066359 0 717260 285716 898153 0 231138 169749 1288394 80680 82795 53625 3489371 1007716 2486484 2481655 1606292 1553344 4000 4000 7314516 4628769 712992 394097 623127 575612 1336119 969709 X 5978397 3659060 5978397 3659060 7314516 4628769 -2514099 194762 0 X X 0 1 X 1 0 X 0 163893 0 231138 0 395031 3551945 4693365 5541058 6706250 2120442 22613060 3551945 4857258 5541058 6937388 2120442 23008091 0 268549 268549 268549 268549 22739542 156575 82730 94560 80142 72235 486242 1753 1753 156575 84483 94560 80142 72235 487995 5 1673 15127 22375 1005 40185 3708525 4943414 5650745 7039905 2193682 23536271 0.96610 0.97110 0.02070 0.02700 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income 1192595 1192595 1003230 570657 432573 1173546 411059 762487 120000 26000 94000 2481655 X 2392728 194762 23759 218521 2174207 16238 16238 2190445 4712065 23759 23759 4688306 16238 16238 4704544 Part X, Line 2: Management evaluated the Organization's tax positions and has concluded that the Organization has taken no uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. X 0 0 0 0 0 0 0 0 0 Richard Brady Chief Executive Officer 244357 0 35000 0 0 0 17034 0 0 0 296391 0 0 0 Daniel Woltman VP, Membership 135855 0 6000 0 0 0 8485 0 14084 0 164424 0 0 0 Phara Rodrigue VP, Certification 123264 0 8000 0 0 0 7685 0 14084 0 153033 0 0 0 Form 990, Part I, Line 1, Description of Organization Mission: The Society of Defense Financial Management (SDFM) is the non-profit educational and professional organization for persons, military and civilian, involved in the financial management profession who support the Department of Defense, Department of Homeland Security, the Department of Veterans Affairs, and the intelligence community. SDFM promotes the education and training of its members and supports the development and advancement of the profession. The organization serves more than 14,000 members and over 100 chapters. SDFM's Mission is to promote thought leadership, professional development, and ethical behavior in all aspects of defense financial management. Our Vision is to be the premier organization bringing people together in advancing thought leadership, professionalism, and ethics within the national security financial management community. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by management, and a complete copy of the return is provided to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Society holds annual discussions with board members on the Conflict of Interest Policy and all members are required to sign the policy in the beginning of their term. Form 990, Part VI, Section B, line 15 The salary of the CEO is determined by the Board of Directors. The CEO presents the salary/bonus suggestions of other employees to the Board for approval or disapproval. Form 990, Part VI, Section C, line 19 The Society makes its financial statements available to the public through their website. Other documents are available upon request. Form 990, Part VI, Section A, line 6: The Society has members who pay annual dues, however only board members have voting rights. As such, Part VI, Section A, Line 6 is answered "no". Form 990, Part XII, Line 2c: No change from prior year.