2026-02-02T09:21:33-06:00 2024-12-31 931743146 Eifel Rambo Advisory Group Ltd 20635 Abbey Woods Ct Suite 301 Frankfort IL 60423 990 2024-01-01 362602578 Financial Managers Society FINA 3125781300 7918 Jone Branch Dr 4th Floor McLean VA 22102 Alana Vartanian President, CEO 3125781300 2026-01-30 1 1 David J Rambo CPA P00513360 7086282365 2024 2025-03-06 01:10:19Z Alana Vartanian 7918 Jone Branch Dr 4th Floor McLean VA 22102 1472982 0 X www.FMSinc.org X 1966 DE Promote high standards of financial management & further professional development of members. 14 14 5 31 1468934 0 0 0 1497588 1425287 36 4048 12144 43647 1509768 1472982 0 0 0 0 497684 602347 0 0 0 761903 753611 1259587 1355958 250181 117024 1798680 1818131 804974 707404 993706 1110727 X The Society's members are primarily executives of financial institutions. The objectives of the Society are to further the professional development and to promote high standards of practice for its members. To accomplish these objectives, the Society sponsors educational seminars and conferences and publishes educational materials. 0 0 The Society conducts an annual Finance and Accounting Forum which attracts 250-275 people for over 21 sessions of educational programming and a business trade show consisting of 35 exhibitor booths in 2022.The program offers specific educational sessions for all the major segments of the FMS membership: CFOs, Controllers, Risk Managers and Internal Auditors, Treasurers and Investment Officers, and CEOs. The Society yearly offers 15 two-day seminars/workshops on topics of import to various segments of the membership. Designed as intense, comprehensive educational sessions, the programs are CPE rich, and with typically only one to two presenters, highly interactive, practical, and hands on. Included in the seminar lineup is a five-day Financial Managers School at a continuing education center in Wisconsin which immerses participants in the art of asset/liability management withinfinancial institutions. Complementing its series of seminars and workshops, the Society also offers approximately twenty-eight 60-minute webinars on topics of interest to the membership. The Society hosts an annual conference offering varied financial and accounting sessions and the opportunity for members to speak with industry experts and peers. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X Ada Lau 7033424949 7918 Jones Branch Dr 4th Floor McLean VA 22102 Danialle Evans Chairman 1.00 X X 0 0 0 Mark Haberland Chairman-Elect 1.00 X X 0 0 0 Ferdinand Viaud Immediate Past Chairman 1.00 X X 0 0 0 Terry Bishop Director at Large 1.00 X 0 0 0 Shannon Croll Director at Large 1.00 X 0 0 0 Terri Degner Director at Large 1.00 X 0 0 0 Scott Hildenbrand Director at Large 1.00 X 0 0 0 Kelsey Marquis Director at Large 1.00 X 0 0 0 Brian McCourt Director at Large 1.00 X 0 0 0 Scott Mincemoyer Director at Large 1.00 X 0 0 0 Gavin Montgomery Director at Large 1.00 X 0 0 0 Bryan Ridgway Director at Large 1.00 X 0 0 0 Tal Scheer Director at Large 1.00 X 0 0 0 Kevin Schlangen Director at Large 1.00 X 0 0 0 Dennis Simmerman Jr Director at Large 1.00 X 0 0 0 Alana Vartanian President and CEO 40.00 X 222258 0 13742 222258 0 13742 1 1 1 0 0 Conferences/meetings 900099 856388 856388 Membership dues 900099 512480 512480 Partnership program 900099 50583 50583 Technical publications 900099 5836 5836 1425287 4048 4048 Regional chapter income 900099 39945 39945 Other Miscellaneous 900099 3702 3702 43647 1472982 0 1468934 4048 236000 294992 34181 37174 348 31000 89760 16253 78646 39294 18957 397041 2482 Credit Card Fees 43174 Miscellaneous 36656 1355958 1123399 1112935 420849 422458 58197 126481 56962 51363 8081 5599 188154 150658 1798680 1818131 21354 34686 588486 515041 195134 157677 804974 707404 X 993706 1110727 993706 1110727 1798680 1818131 117024 -3 0 X X 0 1 X 1 0 1 1 0 56962 51363 5599 5599 Operating lease right of use asset 150658 150658 Operating Lease 157677 157677 X 1472982 0 1472982 0 1472982 1355958 0 1355958 0 1355958 Part X, Line 2: FIN 48 Footnote from Audited Financials The Society has been determined to be exempt from taxes pursuant to the provision of Section 501(c)(6) of the Internal Revenue Code. The tax-exempt purpose of the Society and the nature in which it operates is described in the first paragraph of Note 1. Management believes the Society continues to operate in compliance with its tax-exempt purpose. While the Society is generally exempt from income taxes, it may be subject to taxes on unrelated trade or business income if received. For the year ended December 31, 2024 and 2023, no tax provision was required. The Society's informational and income tax returns filed with the federal and state governments are subject to examination by the Internal Revenue Service for three years after filing. X X X 0 0 0 Alana Vartanian President and CEO 222258 0 0 0 0 0 11000 0 2742 0 236000 0 0 0 Form 990, Part VI, Section A, line 6 Members of the Society include financial officers from banks, thrifts, and credit unions. Form 990, Part VI, Section A, line 7a Annually, the membership participates in an election for officers and directors. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by an outside accountant and initially reviewed by the President/CEO, Chairman, and Finance Committee, then presented to the Board for review and approval prior to filing. Form 990, Part VI, Section B, line 12c Board members are encouraged to report conflicts as they arise. Form 990, Part VI, Section B, line 15a The process of determining the compensation of the President is through the review and approval of the executive compensation committee and by benchmarking with both a national and local compensation survey. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part XII, Line 2c: The process has not changed from the prior year.