2025-05-02T09:34:12-05:00 2024-06-30 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2023-07-01 541025128 SOCIETY OF DEFENSE FINANCIAL MANAGEMENT SOCI 5716356092 415 N ALFRED STREET ALEXANDRIA VA 22314 RICHARD BRADY CHIEF EXECUTIVE OFFICER 7035490360 2025-04-16 1 0 JILL M BOYLE CPA P01246734 7038361350 2025-04-15 2023 2025-03-06 01:10:19Z X RICHARD BRADY 415 N ALFRED STREET ALEXANDRIA VA 22314 10210029 0 X ASMCONLINE.ORG X 1948 VA TO PROMOTE EDUCATION, TRAINING, AND DEVELOPMENT OF THE PROFESSION OF MILITARY COMPTROLLERSHIP. 12 12 17 12 49790 0 0 231138 5541058 6756040 6906 83989 15724 25429 5563688 7096596 68915 44974 0 0 1662813 1735104 0 0 0 4753465 5596830 6485193 7376908 -921505 -280312 7232733 7314516 1174394 1336119 6058339 5978397 X THE SOCIETY OF DEFENSE FINANCIAL MANAGEMENT PROMOTES THE EDUCATION AND TRAINING OF ITS MEMBERS, AND SUPPORTS THE DEVELOPMENT AND ADVANCEMENT OF THE PROFESSION OF MILITARY COMPTROLLERSHIP. 0 0 3086064 25974 5385286 PROFESSIONAL DEVELOPMENT INSTITUTE SYMPOSIUM TO PROVIDE TRAINING WORKSHOPS FOR MEMBERS 812968 533449 CERTIFIED DEFENSE FINANCIAL MANAGER PROGRAM 424055 19000 640273 MEMBERSHIP SERVICES AND SUPPORT 1174417 146799 EDUCATION AND PROFESSIONAL DEVELOPMENT 341322 443 ARMED FORCES COMPTROLLER PUBLICATION 1515739 147242 5838826 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X RL ACCOUNTING SERVICES 2025491111 820 GIBBON ST ALEXANDRIA VA 22314 GLENDA SCHEINER PRESIDENT - DFAS 2.00 X X 0 0 0 NANCY PHILLIPS TREASURER 1.00 X X 0 0 0 DEANNA RANDOLPH SECRETARY 1.00 X X 0 0 0 KIM LAURANCE VICE PRESIDENT - DEFENSE-W 1.00 X 0 0 0 MIKE MEHRMAN VICE PRESIDENT - ARMY 1.00 X 0 0 0 NATALIA LI VICE PRESIDENT - NAVY 1.00 X 0 0 0 LESLIE FERGUSON VICE PRESIDENT - USMC 1.00 X 0 0 0 TINA PIERCE VICE PRESIDENT - AIR FORCE 1.00 X 0 0 0 MATS PERSSON VICE PRESIDENT - DFAS 1.00 X 0 0 0 RDML MATT LAKE VICE PRESIDENT - USCG 1.00 X 0 0 0 DR ANN TIPTON VICE PRESIDENT - DHS 1.00 X 0 0 0 GINGER BONIN CORPORATE ADVISORY GROUP 1.00 X 0 0 0 TERRY ELLING GENERAL COUNSEL 2.00 X 0 0 0 RICHARD BRADY CHIEF EXEC. OFFICER 40.00 X 267262 0 14267 ELIZABETH A MARTIN-LONG DIRECTOR OF MEMBERSHIP (END 06/23) 40.00 X 100667 0 17574 PHARA G RODRIGUE DIRECTOR OF CERTIFICATION 40.00 X 127694 0 20043 495623 0 51884 3 0 0 0 IMN SOLUTIONS 1100 N GLEBE ROAD SUITE 580 ARLINGTON VA 22201 RUN OUR EDUCATION DEPARTMENT 827307 ALTAI SYSTEMS 209 WEST ST STE 201 ANNAPOLIS MD 21401 IT SERVICES 357982 EVENTPOWER LLC 5205 WOODLEAF COURT CENTREVILLE VA 20120 VIRTUAL HOSTING 234687 ACHURCH CONSULTING 11519 TAVERNAY PKWY CHARLOTTE NC 28262 BUSINESS CONSULTING AND SERVICES 153349 4 231138 231138 PDI SYMPOSIUM 900099 5385286 5385286 MEMBERSHIP DUES 900099 640273 640273 CERTIFICATION PROGRAM 900099 533449 533449 CONTRACT REVENUE 900099 94000 94000 PBS INCOME 900099 52799 52799 50233 443 49790 6756040 77088 77088 3054 3054 3120334 3113433 6901 6901 6901 OTHER INCOME 900099 22375 22375 22375 7096596 6706250 49790 109418 X 25974 25974 19000 19000 255481 185559 69922 1162854 844597 318257 50775 36879 13896 166814 121160 45654 99180 72036 27144 1435 320 1115 70027 70027 19320 19320 1337172 1190142 147030 398475 16843 381632 443565 335827 107738 329964 61548 268416 26184 9676 16508 2548738 2531649 17089 31801 20909 10892 34238 11396 22842 EDUCATION AND TRAINING 342671 342071 600 MEMBERSHIP & CHAPTER DE 13240 13240 7376908 5838826 1538082 0 68554 717260 1768473 898153 0 231138 1271696 1288394 51658 82795 3330967 844483 2030831 2486484 2037521 1606292 4000 4000 7232733 7314516 583173 712992 591221 623127 1174394 1336119 X 6058339 5978397 6058339 5978397 7232733 7314516 -280312 200370 0 X X 0 1 X 1 0 X 163893 231138 395031 1172249 3551945 4693365 5541058 6756040 21714657 1172249 3551945 4857258 5541058 6987178 22109688 0 0 0 22109688 201243 156575 82730 94560 80142 615250 201243 156575 82730 94560 80142 615250 1753 1753 2613 5 1673 15127 22375 41793 1376105 3708525 4943414 5650745 7089695 22768484 0.97110 0.95840 0.02700 0.04000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 2,613. 2020 AMOUNT: $ 5. 2021 AMOUNT: $ 1,673. 2022 AMOUNT: $ 15,127. 2023 AMOUNT: $ 22,375. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1192595 1192595 1003230 541230 462000 421253 303253 118000 713889 713889 2486484 X 7301341 200370 23695 224065 7077276 19320 19320 7096596 7381283 23695 23695 7357588 19320 19320 7376908 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION FOR TAX REPORTING PURPOSES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS WHICH SHOULD BE RECOGNIZED AS A LIABILITY. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. 1 PARALYZED VETERANS OF AMERICA - ARIZONA CHAPTER 1001 E FAIRMONT AVE PHOENIX AZ 85014 237174779 501(C)3 25000 0 CHARITY SCHOLARSHIP GRANT WINNERS 14 19000 PART I, LINE 2: SCHOLARSHIP GRANTS ARE MONITORED BY REQUESTING COLLEGE ACCEPTANCE LETTERS. COLLEGE ATTENDANCE IS MONITORED AT THE CHAPTER LEVEL. 0 0 0 0 0 0 0 0 0 RICHARD BRADY CHIEF EXEC. OFFICER 237262 0 30000 0 0 0 14267 0 0 0 281529 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY YEARLY DUES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HOLDS ANNUAL DISCUSSIONS WITH BOARD MEMBERS ON THE CONFLICT OF INTEREST POLICY AND ALL MEMBERS ARE REQUIRED TO SIGN THE POLICY IN THE BEGINNING OF THEIR TERM. FORM 990, PART VI, SECTION B, LINE 15 THE CEO PRESENTS THE SALARY/BONUSES SUGGESTIONS TO THE BOARD WHICH APPROVES/DISAPPROVES THEM. THE SALARY OF THE CEO IS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 10,799. MANAGEMENT AND GENERAL EXPENSES 26,868. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,667. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,179,343. MANAGEMENT AND GENERAL EXPENSES 120,162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,299,505. PART XI, LINE 2C NEC ALSO PERFORMS AS THE ASMC AUDIT COMMITTEE AS REQUIRED IN SEPTEMBER & DECEMBER MEETINGS.