WASHINGTON CHAPTER OF THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT

EIN: 521281151 501(c)(3)

ARLINGTON, VA

Total Revenue
$463,405
Total Expenses
$418,635
Total Assets
$544,577
Net Assets
$544,577
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
VA
Principal Officer
REBECCA EVERTSZ
Phone
2027380796
Tax Period
2024-07-01 to 2025-06-30

WASHINGTON CHAPTER OF THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT, founded in 1978, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $419K left a modest 10% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $300,960 Revenue: $390,777

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...

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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.

Program 2
Expenses: $56,546 Revenue: $32,445

WASHINGTON CHAPTER MEMBERSHIPS:MEMBER EVENTS AND CHAPTER REBATES PROVIDED BY SDFM NATIONAL.

Program 3
Expenses: $24,633

GOLF TOURNAMENT:THE GOLF TOURNAMENT WAS HOSTED BY THE CHAPTER IN LATE-SUMMER OF EACH YEAR AS A NETWORKING OPPORTUNITY FOR MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $423,222
Investment Income $225
Other Revenue $39,958
TOTAL REVENUE $463,405

Expense Breakdown

Grants Paid $15,695
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $406,485
Other Expenses $402,940
TOTAL EXPENSES $418,635

Year-over-Year Comparison

2024 2023 Change
Revenue $463,405 $396,920 +0.2%
Expenses $418,635 $430,040 0.0%
Net Income $44,770 $-33,120 -2.4%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
34
Independent Members
34
Employees
N/A
Volunteers
34

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$0
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALALEH JENKINS THRU 063025 PRESIDENT NAVY 1.00
Officer Director
$0 $0 $0
ED GARDINER PRESIDENT ELECT USMC 0.50
Officer Director
$0 $0 $0
PETE BOWMAN THRU 063025 SECRETARY 4.00
Officer Director
$0 $0 $0
JULIAN BOGAN SECRETARY ELECT USMC 0.50
Officer Director
$0 $0 $0
DAI NGUYEN THRU 063025 TREASURER 0.50
Officer Director
$0 $0 $0
JASMINE CARPENTERTHRU 063025 DEPUTY TREASURER 0.50
Officer Director
$0 $0 $0
DAVID ZAVADA AUDIT CHAIR 0.50
Officer Director
$0 $0 $0
JEFF NORRIS AUDIT COMMITTEE MEMBER 0.50
Director
$0 $0 $0
ROB SMITH DOD VICE PRESIDENT 0.50
Director
$0 $0 $0
COL TORIN HAMILTON ARMY VICE PRESIDENT 0.50
Director
$0 $0 $0
LTC DARRYL SNYDER ARMY ASSISTANT SECRETARY 0.50
Director
$0 $0 $0
RAQUEL ESCRIBANO NAVY VICE PRESIDENT 0.50
Director
$0 $0 $0
OGA WHEELER NAVY ASSISTANT SECRETARY 0.50
Director
$0 $0 $0
MITCHELL KENT USMC VICE PRESIDENT 0.50
Director
$0 $0 $0
JOHN STONE USMC ASSISTANT SECRETARY 0.50
Director
$0 $0 $0
CARLOS CORTEZ AIR FORCE VICE PRESIDENT 0.50
Director
$0 $0 $0
LCDR MARK SANCHEZ USCG VICE PRESIDENT 0.50
Director
$0 $0 $0
DEBRA DEL MAR CORPORATE/RETIRED VICE PRESIDENT 0.50
Director
$0 $0 $0
CHRIS STOCKEL CORPORATE/RETIRED ASSISTANT SEC. 0.50
Director
$0 $0 $0
SUE GOODYEAR DOD SPECIAL ASSISTANT 0.50
Director
$0 $0 $0
JENNY LU CDFM CHAIR 0.50
Director
$0 $0 $0
JOHN WRITER AWARDS/ESSAY CHAIR 0.50
Director
$0 $0 $0
MARIO BECKLES SCHOLARSHIP CHAIR 0.50
Director
$0 $0 $0
MILFORD E THOMPSON LUNCHEON COMMITTEE CO-CHAIR 0.50
Director
$0 $0 $0
JENNIFER MILLER LUNCHEON COMMITTEE CO-CHAIR 0.50
Director
$0 $0 $0
TERRY PLACEK TRAINING & EDUCATION 0.50
Director
$0 $0 $0
RAQUEL ESCRIBANO COMPETITION CHAIR 0.50
Director
$0 $0 $0
JEFF NORRIS COMMUNITY SERVICE CHAIR 0.50
Director
$0 $0 $0
DAN OLDEN MEMBERSHIP CHAIR 0.50
Director
$0 $0 $0
WAYNE WHITEN WEBMASTER 0.50
Director
$0 $0 $0
TYREE EDMOND ALTERNATE WEBMASTER 0.50
Director
$0 $0 $0
WHITNEY VERGARA COMMUNICATIONS CHAIR 0.50
Director
$0 $0 $0
MATT LEDDER EARLY CAREERIST CHAIR 0.50
Director
$0 $0 $0
PATRICK FULTON EARLY CAREERIST VICE CHAIR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $463,405 $418,635 $544,577 $44,770
2024 $396,920 $430,040 $499,807 $-33,120
2023 $356,052 $363,178 $532,927 $-7,126
2022 $165,259 $105,005 $540,053 $60,254
2021 $95,759 $89,275 $479,799 $6,484
2020 $253,419 $142,060 $473,315 $111,359
2019 $308,590 $290,748 $361,956 $17,842
2018 $279,867 $270,802 $344,114 $9,065
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