Society of Defense Financial Management (EIN 541025128) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

Richard Brady

Phone

7035490360

Tax Period

2024-07-01 to 2025-06-30

AMERICAN SOCIETY OF MILITARY COMPTROLLERS, founded in 1948, is a community nonprofit in the Community Improvement sector that reported $4.6M in total revenue in fiscal year 2017. The organization ran a surplus of $964K, a strong 21% operating margin.

Mission

Promote the education, training, & certification of the defense financial management workforce.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,149,102

Investment Income $31,061

Other Revenue $10,282

TOTAL REVENUE $2,190,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,890,423

Fundraising Expenses $0

Program Expenses $3,638,185

Other Expenses $2,814,121

TOTAL EXPENSES $4,704,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,190,445	$7,096,596	-0.7%
Expenses	$4,704,544	$7,376,908	-0.4%
Net Income	$-2,514,099	$-280,312	+8.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$296,391

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Glenda Scheiner	President - Air Force	2.00	Officer Director	$0	$0	$0
Nancy Phillips	Treasurer - Retired	2.00	Officer Director	$0	$0	$0
DeAnna Randolph	Secretary - OUSD(C)	2.00	Officer Director	$0	$0	$0
Tina Pierce	Vice President-Outgoing - OSD	1.00	Director	$0	$0	$0
Wes Robinson	Vice President - Army	1.00	Director	$0	$0	$0
Natalia Li	Vice President - Navy	1.00	Director	$0	$0	$0
Jed Sondike	Vice President - USMC	1.00	Director	$0	$0	$0
Lara Sayer	Vice President - Air Force/Space Force	1.00	Director	$0	$0	$0
Mats Persson	Vice President - DFAS	1.00	Director	$0	$0	$0
Mark Rose	Vice President - USCG	1.00	Director	$0	$0	$0
Dr Ann Tipton	Vice President - DHS	1.00	Director	$0	$0	$0
Patrick Lynch	Chair-Corporate Advisory Group	1.00	Director	$0	$0	$0
Steve Herrera	At Large-Corporate	1.00	Director	$0	$0	$0
Terry Elling	General Counsel	2.00	Director	$0	$0	$0
Richard Brady	Chief Executive Officer	40.00	Officer	$279,357	$17,034	$296,391
Daniel Woltman	VP, Membership	40.00	Highest	$141,855	$22,569	$164,424
Phara Rodrigue	VP, Certification	40.00	Highest	$131,264	$21,769	$153,033
Charles McEntee	Director, Marketing & PR	40.00	Highest	$112,454	$14,084	$126,538
Caroline Smith	VP, Prof Dev & Education	40.00	Highest	$104,996	$15,974	$120,970

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	$2,190,445	$4,704,544	$4,628,769	$-2,514,099
2024	No data	No data	No data	No data
2023	$5,563,688	$6,485,193	$7,232,733	$-921,505
2022	$4,943,414	$4,819,294	$7,952,626	$124,120
2021	$3,708,525	$2,977,434	$8,280,930	$731,091
2020	$1,415,687	$2,497,791	$7,380,152	$-1,082,104
2019	$4,592,490	$3,878,191	$8,413,960	$714,299
2018	$4,578,966	$3,614,879	$7,876,388	$964,087

Society of Defense Financial Management