Public Charity

Society of Defense Financial Management

Based in Alexandria, VA, Society of Defense Financial Management operates as a Public Charity. The organization reported $2.2M in revenue, $4.7M in expenses, $4.6M in total assets for fiscal year 2025. Imperigo tracks 7 reported grants from this foundation totaling approximately $107K.

EIN: 541025128 Alexandria, VA Chambers of Commerce & Business Leagues NTEE: S41 Latest filing: 2025
Total Revenue$2.2M
Total Expenses$4.7M
Total Assets$4.6M
Grants Given7
Grant Total$107K
Filing Years2020–2025

Mission

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

Where $100 goes at Society of Defense Financial Management

How Society of Defense Financial Management divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$79 Programs the work itself
$21 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $79 for programs

$23
Certified Defense Financial Manager Program
29% of program spending
$19
Education and Professional Development
25% of program spending
$17
Membership Services
22% of program spending

Plus 2 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

$25,000
WILMINGTON, NC · 2022
MISSION SUPPORT
$30,000
VETSTRONG
SAN ANTONIO, TX · 2018
LAS VEGAS SHOOTING VICTIMS ASSISTANCE
$16,344
WASHINGTON, DC · 2018
SUPPORT FOR MILITARY PERSONNEL
$338
ALEXANDRIA, VA · 2017
SUPPORT FOR MILITARY PERSONNEL
$15,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

VP, Prof Dev & Education Caroline Smith
Director, Marketing & PR Charles Mcentee
VP, Membership Daniel Woltman
Secretary - OUSD(C) Deanna Randolph
Vice President - DHS Dr Ann Tipton
President - Air Force Glenda Scheiner

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$106,860 7 grants

Financial Trends

Year Revenue Expenses Assets
2025 $2.2M $4.7M $4.6M
2024 $7.1M $7.4M $7.3M
2023 $5.6M $6.5M $7.2M
2021 $3.7M $3.0M $8.3M
2020 $1.4M $2.5M $7.4M

Between 2020 and 2025, reported annual revenue grew from $1.4M to $2.2M (+55%), with total assets most recently reported at $4.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, DC, NC, TX, VA.

AZCADCNCTXVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Society of Defense Financial Management

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