2026-08-20T13:34:08-05:00 2025-12-31 931743146 Eifel Rambo Advisory Group Ltd 20635 Abbey Woods Ct Suite 301 Frankfort IL 60423 990 2025-01-01 362602578 Financial Managers Society FINA 3125781300 7918 Jone Branch Dr 4th Floor McLean VA 22102 Alana Vartanian President, CEO 3125781300 2026-08-20 1 Jason Gierhahn CPA P02385275 7086282365 2025 2025-03-06 01:10:19Z Alana Vartanian 7918 Jone Branch Dr 4th Floor McLean VA 22102 1336918 0 X www.FMSinc.org X 1966 DE Promote high standards of financial management & further professional development of members. 14 14 5 31 0 0 0 0 1425287 1322479 4048 5597 43647 8842 1472982 1336918 0 0 0 0 602347 637996 0 0 0 753611 938128 1355958 1576124 117024 -239206 1818131 1606697 707404 735176 1110727 871521 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 2025.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 5 multi-day programs 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 within financial 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 Mark Haberland Chairman 1.00 X X 0 0 0 Scott Mincemoyer Vice Chairman 1.00 X X 0 0 0 Danialle Evans Immediate Past Chairman 1.00 X X 0 0 0 Shannon Croll 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 Gavin Montgomery Director at Large 1.00 X 0 0 0 Matthew Morgan Director at Large 1.00 X 0 0 0 Bryan Ridgeway 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 Christi Westman Director at Large 1.00 X 0 0 0 Dennis Zimmerman Director at Large 1.00 X 0 0 0 Alana Vartanian President and CEO 40.00 X 221760 0 25790 Jennifer Lindberg Director of Marketing and Communications 40.00 X 123100 0 5750 344860 0 31540 2 0 1 0 0 Conferences/meetings 900099 764545 764545 Membership dues 900099 450435 450435 Partnership program 900099 101458 101458 Technical publications 900099 6041 6041 1322479 5597 5597 Regional chapter incom 900099 8265 8265 577 577 8842 1336918 1331321 0 5597 250790 312317 12114 24091 38684 9624 27045 90680 20695 79530 39294 43479 578801 1516 Credit Card Fees 35470 Miscellaneous 11994 1576124 1112935 971471 422458 468332 126481 50032 56962 52879 5599 4083 150658 112779 1818131 1606697 34686 47113 515041 568969 157677 119094 707404 735176 X 1110727 871521 1110727 871521 1818131 1606697 -239206 0 X 0 1 X 1 0 1 1 0 4600 3573 1027 46797 44431 2366 5565 4875 690 4083 Operating lease right-of-use asset 112779 112779 Operating Lease Liability 119094 119094 X 1336918 0 1336918 0 1336918 1576124 0 1576124 0 1576124 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 years ended December 31, 2025 and 2024, 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 201760 0 20000 0 0 0 10250 0 15540 0 247550 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.