WASHINGTON CHAPTER OF THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT Charity Report

Public IRS 990 nonprofit record

WASHINGTON CHAPTER OF THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT

EIN 52-1281151 · Arts, Culture & Humanities (A)

What they do

THE SDFM WASHINGTON CHAPTERS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $97.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders32 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.72%of revenue went to mission work97.1% of expenses · Program services

$90.34spent for every $100 of revenueRevenue covered expenses this year.

2.62%of revenue went to management and office costs2.9% of expenses

$1.30in assets for every $1 spent this yearSome assets cannot be spent right away.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$463,405

Mission workProgram services$406,48587.72% of revenue97.1% of expenses

ManagementOffice and general costs$12,1502.62% of revenue2.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$44,7709.66% of revenueShown in gray on the chart

Total expenses$418,63590.34% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 97.1% mission · 2.9% management · 0.0% fundraisingTotal expenses: 90.34% of revenue

2023Expense mix: 96.8% mission · 3.2% management · 0.0% fundraisingTotal expenses: 108.34% of revenue

2022Expense mix: 95.4% mission · 4.6% management · 0.0% fundraisingTotal expenses: 102.00% of revenue

2021Expense mix: 89.2% mission · 10.8% management · 0.0% fundraisingTotal expenses: 63.54% of revenue

2020Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 93.23% of revenue

2019Expense mix: 94.1% mission · 5.9% management · 0.0% fundraisingTotal expenses: 56.06% of revenue

2018Expense mix: 97.2% mission · 2.8% management · 0.0% fundraisingTotal expenses: 94.22% of revenue

2017Expense mix: 96.7% mission · 3.3% management · 0.0% fundraisingTotal expenses: 96.76% of revenue

Money in and money out

Revenue$463,405

Expenses$418,635

Annual surplus $44,770 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$406,485 · 97.1% of expenses

Management and office costs$12,150 · 2.9% of expenses

See all reported dollar amounts

Revenue$463,405

Expenses$418,635

Assets$544,577

Income$486,198

Mission work (program services)$406,485

Management and general$12,150

Accounting fees$12,150

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (32)

LCDR MARK SANCHEZUSCG VICE PRESIDENT

WHITNEY VERGARACOMMUNICATIONS CHAIR

WAYNE WHITENWEBMASTER

TYREE EDMONDALTERNATE WEBMASTER

TERRY PLACEKTRAINING & EDUCATION

SUE GOODYEARDOD SPECIAL ASSISTANT

ROB SMITHDOD VICE PRESIDENT

RAQUEL ESCRIBANOCOMPETITION CHAIR

PETE BOWMAN THRU 063025SECRETARY

PATRICK FULTONEARLY CAREERIST VICE CHAIR

OGA WHEELERNAVY ASSISTANT SECRETARY

MITCHELL KENTUSMC VICE PRESIDENT

MILFORD E THOMPSONLUNCHEON COMMITTEE CO-CHAIR

MATT LEDDEREARLY CAREERIST CHAIR

MARIO BECKLESSCHOLARSHIP CHAIR

LTC DARRYL SNYDERARMY ASSISTANT SECRETARY

ALALEH JENKINS THRU 063025PRESIDENT NAVY

JULIAN BOGANSECRETARY ELECT USMC

JOHN WRITERAWARDS/ESSAY CHAIR

JOHN STONEUSMC ASSISTANT SECRETARY

JENNY LUCDFM CHAIR

JENNIFER MILLERLUNCHEON COMMITTEE CO-CHAIR

JEFF NORRISCOMMUNITY SERVICE CHAIR

JASMINE CARPENTERTHRU 063025DEPUTY TREASURER

ED GARDINERPRESIDENT ELECT USMC

DEBRA DEL MARCORPORATE/RETIRED VICE PRESIDENT

DAVID ZAVADAAUDIT CHAIR

DAN OLDENMEMBERSHIP CHAIR

DAI NGUYEN THRU 063025TREASURER

COL TORIN HAMILTONARMY VICE PRESIDENT

CHRIS STOCKELCORPORATE/RETIRED ASSISTANT SEC.

CARLOS CORTEZAIR FORCE VICE PRESIDENT

About this charity

Recognized since: January 1983
Location: PO BOX 16237, ARLINGTON, VA 22215-1237
County: Arlington
In care of: REBECCA EVERTSZ
Primary officer: REBECCA EVERTSZ, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(202) 738-0796

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: SIKICH LLC
NTEE classification: Arts, Culture & Humanities (A)
IRS tax category: Arts, Culture & Humanities