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SOCIETY OF DEFENSE FINANCIAL MANAGEMENT

EIN 54-1025128 MC LEAN, VA

Revenue 2024
$2,190,445
Expenses 2024
$4,704,544

Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
S41Z
Classification
2000
Street
1660 INTERNATIONAL DR STE 600

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

To promote thought leadership, professional development, and ethical behavior in all aspects of defense financial management.

Activities or mission (Part I)

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

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Glenda Scheiner

    President - Air Force

    Total calculated
    $0
    Hours/week
    2

  • Nancy Phillips

    Treasurer - Retired

    Total calculated
    $0
    Hours/week
    2

  • DeAnna Randolph

    Secretary - OUSD(C)

    Total calculated
    $0
    Hours/week
    2

  • Tina Pierce

    Vice President-Outgoing - OSD

    Total calculated
    $0
    Hours/week
    1

  • Wes Robinson

    Vice President - Army

    Total calculated
    $0
    Hours/week
    1

  • Natalia Li

    Vice President - Navy

    Total calculated
    $0
    Hours/week
    1

  • Jed Sondike

    Vice President - USMC

    Total calculated
    $0
    Hours/week
    1

  • Lara Sayer

    Vice President - Air Force/Space Force

    Total calculated
    $0
    Hours/week
    1

  • Mats Persson

    Vice President - DFAS

    Total calculated
    $0
    Hours/week
    1

  • Mark Rose

    Vice President - USCG

    Total calculated
    $0
    Hours/week
    1

  • Dr Ann Tipton

    Vice President - DHS

    Total calculated
    $0
    Hours/week
    1

  • Patrick Lynch

    Chair-Corporate Advisory Group

    Total calculated
    $0
    Hours/week
    1

  • Steve Herrera

    At Large-Corporate

    Total calculated
    $0
    Hours/week
    1

  • Terry Elling

    General Counsel

    Total calculated
    $0
    Hours/week
    2

  • Richard Brady

    Chief Executive Officer

    Total calculated
    $296,391
    From this org
    $279,357
    From related orgs
    $0
    Other
    $17,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,357
    Bonus
    $35,000
    Other
    $0
    Deferred
    $17,034
    Nontaxable benefits
    $0
    Filer's total
    $296,391

  • Daniel Woltman

    VP, Membership

    Total calculated
    $164,424
    From this org
    $141,855
    From related orgs
    $0
    Other
    $22,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,855
    Bonus
    $6,000
    Other
    $0
    Deferred
    $8,485
    Nontaxable benefits
    $14,084
    Filer's total
    $164,424

  • Phara Rodrigue

    VP, Certification

    Total calculated
    $153,033
    From this org
    $131,264
    From related orgs
    $0
    Other
    $21,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,264
    Bonus
    $8,000
    Other
    $0
    Deferred
    $7,685
    Nontaxable benefits
    $14,084
    Filer's total
    $153,033

  • Charles McEntee

    Director, Marketing & PR

    Total calculated
    $126,538
    From this org
    $112,454
    From related orgs
    $0
    Other
    $14,084
    Hours/week
    40

  • Caroline Smith

    VP, Prof Dev & Education

    Total calculated
    $120,970
    From this org
    $104,996
    From related orgs
    $0
    Other
    $15,974
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,190,445
    Expenses
    $4,704,544
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $7,096,596
    Expenses
    $7,376,908
    Contributions
    $231,138
    Grants paid
    $44,974
  • 2022
    Revenue
    $5,563,688
    Expenses
    $6,485,193
    Contributions
    $0
    Grants paid
    $68,915

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $4,943,414
    Expenses
    $4,819,294
    Assets (EOY)
    $7,952,626

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $3,708,525
    Expenses
    $2,977,434
    Assets (EOY)
    $8,280,930

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $1,415,687
    Expenses
    $2,497,791
    Assets (EOY)
    $7,380,152

  • 2018 · 990

    Revenue
    $4,592,490
    Expenses
    $3,878,191
    Assets (EOY)
    $8,413,960

  • 2017 · 990

    Revenue
    $4,578,966
    Expenses
    $3,614,879
    Assets (EOY)
    $7,876,388

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.