Nonprofit · EIN 54-1025128
SOCIETY OF DEFENSE FINANCIAL MANAGEMENT
Tax-exempt · MC LEAN, VA 22102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,190,445 | $4,704,544 | -$2,514,099 | $4,628,769 | $969,709 | $3,659,060 |
| June 30, 2024 | 990 | $7,096,596 | $7,376,908 | -$280,312 | $7,314,516 | $1,336,119 | $5,978,397 |
| June 30, 2023 | 990 | $5,563,688 | $6,485,193 | -$921,505 | $7,232,733 | $1,174,394 | $6,058,339 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,149,102
- Investment income
- $31,061
- Royalties
- $9,277
- Net gain from sales of assets
- -$31,897
- Other revenue
- $10,282
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $262,573
- Other salaries and wages
- $1,278,110
- Salaries, compensation and benefits (total)
- $1,890,423
- Professional fundraising fees
- $0
- Legal fees
- $6,542
- Accounting fees
- $71,878
- Occupancy
- $101,636
- Travel
- $14,897
- Depreciation
- $170,733
- Program services (functional)
- $3,638,185
- Management and general (functional)
- $1,066,359
Balance sheet and other
- Total assets, start of year
- $7,314,516
- Total assets, end of year
- $4,628,769
- Total liabilities, end of year
- $969,709
- Net assets, end of year
- $3,659,060
- Land, buildings and equipment
- $2,481,655
- Publicly traded securities
- $1,553,344
- Net assets without donor restrictions
- $3,659,060
- Gross unrelated business income
- $28,660
- Gross receipts
- $3,473,797
- Employees
- 15
- Volunteers
- 12
- Year formed
- 1948
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Richard Brady | Chief Executive Officer Officer | 40 | $279,357 | $17,034 |
| Daniel Woltman | VP, Membership Highest-paid employee | 40 | $141,855 | $22,569 |
| Phara Rodrigue | VP, Certification Highest-paid employee | 40 | $131,264 | $21,769 |
| Charles McEntee | Director, Marketing & PR Highest-paid employee | 40 | $112,454 | $14,084 |
| Caroline Smith | VP, Prof Dev & Education Highest-paid employee | 40 | $104,996 | $15,974 |
| Glenda Scheiner | President - Air Force Trustee or director, Officer | 2 | $0 | $0 |
| Nancy Phillips | Treasurer - Retired Trustee or director, Officer | 2 | $0 | $0 |
| DeAnna Randolph | Secretary - OUSD(C) Trustee or director, Officer | 2 | $0 | $0 |
| Tina Pierce | Vice President-Outgoing - OSD Trustee or director | 1 | $0 | $0 |
| Wes Robinson | Vice President - Army Trustee or director | 1 | $0 | $0 |
| Natalia Li | Vice President - Navy Trustee or director | 1 | $0 | $0 |
| Jed Sondike | Vice President - USMC Trustee or director | 1 | $0 | $0 |
| Lara Sayer | Vice President - Air Force/Space Force Trustee or director | 1 | $0 | $0 |
| Mats Persson | Vice President - DFAS Trustee or director | 1 | $0 | $0 |
| Mark Rose | Vice President - USCG Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Ann Tipton | Vice President - DHS Trustee or director | 1 | $0 |
| Patrick Lynch | Chair-Corporate Advisory Group Trustee or director | 1 | $0 |
| Steve Herrera | At Large-Corporate Trustee or director | 1 | $0 |
| Terry Elling | General Counsel Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD BRADY | CHIEF EXEC. OFFICER Officer | 40 | $267,262 | $14,267 |
| PHARA G RODRIGUE | DIRECTOR OF CERTIFICATION Highest-paid employee | 40 | $127,694 | $20,043 |
| ELIZABETH A MARTIN-LONG | DIRECTOR OF MEMBERSHIP (END 06/23) Highest-paid employee | 40 | $100,667 | $17,574 |
| GLENDA SCHEINER | PRESIDENT - DFAS Trustee or director, Officer | 2 | $0 | $0 |
| NANCY PHILLIPS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEANNA RANDOLPH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KIM LAURANCE | VICE PRESIDENT - DEFENSE-W Trustee or director | 1 | $0 | $0 |
| MIKE MEHRMAN | VICE PRESIDENT - ARMY Trustee or director | 1 | $0 | $0 |
| NATALIA LI | VICE PRESIDENT - NAVY Trustee or director | 1 | $0 | $0 |
| LESLIE FERGUSON | VICE PRESIDENT - USMC Trustee or director | 1 | $0 | $0 |
| TINA PIERCE | VICE PRESIDENT - AIR FORCE Trustee or director | 1 | $0 | $0 |
| MATS PERSSON | VICE PRESIDENT - DFAS Trustee or director | 1 | $0 | $0 |
| RDML MATT LAKE | VICE PRESIDENT - USCG Trustee or director | 1 | $0 | $0 |
| DR ANN TIPTON | VICE PRESIDENT - DHS Trustee or director | 1 | $0 | $0 |
| GINGER BONIN | CORPORATE ADVISORY GROUP Trustee or director | 1 | $0 | $0 |
| TERRY ELLING | GENERAL COUNSEL Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD BRADY | CHIEF EXEC. OFFICER Officer | 40 | $249,189 | $13,770 |
| ELIZABETH A MARTIN-LONG | DIRECTOR OF MEMBERSHIP (END 6/30/23) Highest-paid employee | 40 | $145,134 | $22,559 |
| PHARA G RODRIGUE | DIRECTOR OF CERTIFICATION Highest-paid employee | 40 | $123,613 | $18,240 |
| AUDREY DAVIS | PRESIDENT - USMC Trustee or director, Officer | 2 | $0 | $0 |
| NANCY PHILLIPS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEANNA RANDOLPH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KIM LAURANCE | VICE PRESIDENT - DEFENSE-WIDE Trustee or director | 1 | $0 | $0 |
| MIKE MEHRMAN | VICE PRESIDENT - ARMY Trustee or director | 1 | $0 | $0 |
| PAUL LANDAUER | VICE PRESIDENT - NAVY Trustee or director | 1 | $0 | $0 |
| LESLIE FERGUSON | VICE PRESIDENT - USMC Trustee or director | 1 | $0 | $0 |
| TINA PIERCE | VICE PRESIDENT - AIR FORCE Trustee or director | 1 | $0 | $0 |
| MATS PERSSON | VICE PRESIDENT - DFAS Trustee or director | 1 | $0 | $0 |
| JANE KIGGINS | VICE PRESIDENT - COAST GUARD Trustee or director | 1 | $0 | $0 |
| MICHAEL STOUGH | VICE PRESIDENT - DHS Trustee or director | 1 | $0 | $0 |
| GINGER BONIN | CORPORATE ADVISORY GROUP Trustee or director | 1 | $0 | $0 |
| TERRY ELLING | GENERAL COUNSEL Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1660 INTERNATIONAL DR STE 600, MC LEAN, VA 22102-4877
- In care of
- % TODD M TOLBERT
- Principal officer (990 for 2024)
- Richard Brady, 415 N Alfred St Ste 3, Alexandria, VA 223142269
- Signed the 990
- Richard Brady, CEO
- Phone
- (703) 549-0360
- Website
- https://sdfm.org/
- Return prepared by
- Rogers & Company PLLC
Mission
To promote thought leadership, professional development, and ethical behavior in all aspects of defense financial management.
Program accomplishments
- 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.Expenses $1,046,095 · revenue $561,711
- 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.Expenses $900,706 · revenue $381,952
- 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.Expenses $805,507 · revenue $857,748
- 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.Expenses $721,726 · revenue $319,031
- 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.Expenses $164,151 · revenue $28,660
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1025128
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41Z)
- Assets (IRS master file)
- $4,628,769
- Income (IRS master file)
- $3,473,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,190,445 | $4,704,544 | $4,628,769 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,096,596 | $7,376,908 | $7,314,516 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,563,688 | $6,485,193 | $7,232,733 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1025128).
Questions about SOCIETY OF DEFENSE FINANCIAL MANAGEMENT
- What is the EIN of SOCIETY OF DEFENSE FINANCIAL MANAGEMENT?
- The employer identification number (EIN) of SOCIETY OF DEFENSE FINANCIAL MANAGEMENT is 54-1025128.
- Is SOCIETY OF DEFENSE FINANCIAL MANAGEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SOCIETY OF DEFENSE FINANCIAL MANAGEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIETY OF DEFENSE FINANCIAL MANAGEMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIETY OF DEFENSE FINANCIAL MANAGEMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY OF DEFENSE FINANCIAL MANAGEMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOCIETY OF DEFENSE FINANCIAL MANAGEMENT?
- The 990 for the year ended June 30, 2025 names Richard Brady.
- Who are the officers and directors of SOCIETY OF DEFENSE FINANCIAL MANAGEMENT?
- The 990 for the year ended June 30, 2025 lists 19 people; 5 received compensation from the organization, the highest $279,357 (Richard Brady, Chief Executive Officer).
- How much revenue does SOCIETY OF DEFENSE FINANCIAL MANAGEMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,190,445, expenses of $4,704,544 and total assets of $4,628,769 at year end.
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