Nonprofit · EIN 36-2602578
FINANCIAL MANAGERS SOCIETY INC
Also known as FINA
Tax-exempt · MCLEAN, VA 22102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,336,918 | $1,576,124 | -$239,206 | $1,606,697 | $735,176 | $871,521 |
| December 31, 2024 | 990 | $1,472,982 | $1,355,958 | $117,024 | $1,818,131 | $707,404 | $1,110,727 |
| December 31, 2023 | 990 | $1,509,768 | $1,259,587 | $250,181 | $1,798,677 | $804,974 | $993,703 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,322,479
- Investment income
- $5,597
- Other revenue
- $8,842
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $250,790
- Other salaries and wages
- $312,317
- Salaries, compensation and benefits (total)
- $637,996
- Professional fundraising fees
- $0
- Legal fees
- $9,624
- Accounting fees
- $27,045
- Occupancy
- $39,294
- Travel
- $43,479
- Depreciation
- $1,516
Balance sheet and other
- Total assets, start of year
- $1,818,131
- Total assets, end of year
- $1,606,697
- Total liabilities, end of year
- $735,176
- Net assets, end of year
- $871,521
- Land, buildings and equipment
- $4,083
- Net assets without donor restrictions
- $871,521
- Gross receipts
- $1,336,918
- Employees
- 5
- Volunteers
- 31
- Year formed
- 1966
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Alana Vartanian | President and CEO Officer | 40 | $221,760 | $25,790 |
| Jennifer Lindberg | Director of Marketing and Communications Highest-paid employee | 40 | $123,100 | $5,750 |
| Mark Haberland | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Scott Mincemoyer | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Danialle Evans | Immediate Past Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Shannon Croll | Director at Large Trustee or director | 1 | $0 | $0 |
| Scott Hildenbrand | Director at Large Trustee or director | 1 | $0 | $0 |
| Kelsey Marquis | Director at Large Trustee or director | 1 | $0 | $0 |
| Brian McCourt | Director at Large Trustee or director | 1 | $0 | $0 |
| Gavin Montgomery | Director at Large Trustee or director | 1 | $0 | $0 |
| Matthew Morgan | Director at Large Trustee or director | 1 | $0 | $0 |
| Bryan Ridgeway | Director at Large Trustee or director | 1 | $0 | $0 |
| Tal Scheer | Director at Large Trustee or director | 1 | $0 | $0 |
| Kevin Schlangen | Director at Large Trustee or director | 1 | $0 | $0 |
| Christi Westman | Director at Large Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dennis Zimmerman | Director at Large Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Alana Vartanian | President and CEO Officer | 40 | $222,258 | $13,742 |
| Danialle Evans | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Mark Haberland | Chairman-Elect Trustee or director, Officer | 1 | $0 | $0 |
| Ferdinand Viaud | Immediate Past Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Terry Bishop | Director at Large Trustee or director | 1 | $0 | $0 |
| Shannon Croll | Director at Large Trustee or director | 1 | $0 | $0 |
| Terri Degner | Director at Large Trustee or director | 1 | $0 | $0 |
| Scott Hildenbrand | Director at Large Trustee or director | 1 | $0 | $0 |
| Kelsey Marquis | Director at Large Trustee or director | 1 | $0 | $0 |
| Brian McCourt | Director at Large Trustee or director | 1 | $0 | $0 |
| Scott Mincemoyer | Director at Large Trustee or director | 1 | $0 | $0 |
| Gavin Montgomery | Director at Large Trustee or director | 1 | $0 | $0 |
| Bryan Ridgway | Director at Large Trustee or director | 1 | $0 | $0 |
| Tal Scheer | Director at Large Trustee or director | 1 | $0 | $0 |
| Kevin Schlangen | Director at Large Trustee or director | 1 | $0 | $0 |
| Dennis Simmerman Jr | Director at Large Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ferdinand Viaud | Chairman Trustee or director, Officer | 1 | $217,613 | $11,700 |
| Danialle Evans | Chairman-Elect Trustee or director, Officer | 1 | $0 | $0 |
| Scott Baranowski | Immediate Past Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Bryan Ridgway | Director at Large Trustee or director | 1 | $0 | $0 |
| Dennis Zimmerman Jr | Director at Large Trustee or director | 1 | $0 | $0 |
| Kelsey Marquis | Director at Large Trustee or director | 1 | $0 | $0 |
| Mark Haberland | Director at Large Trustee or director | 1 | $0 | $0 |
| Scott Hildenbrand | Director at Large Trustee or director | 1 | $0 | $0 |
| Scott Mincemoyer | Director at Large Trustee or director | 1 | $0 | $0 |
| Shannon Croll | Director at Large Trustee or director | 1 | $0 | $0 |
| Terri Degner | Director at Large Trustee or director | 1 | $0 | $0 |
| Terry Bishop | Director at Large Trustee or director | 1 | $0 | $0 |
| Alana Vartanian | President and CEO Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7918 JONE BRANCH DR 4TH FLOOR, MCLEAN, VA 22102-3319
- Principal officer (990 for 2025)
- Alana Vartanian, 7918 Jone Branch Dr 4th Floor, McLean, VA 22102
- Signed the 990
- Alana Vartanian, President, CEO
- Phone
- (312) 578-1300
- Website
- www.FMSinc.org
- Return prepared by
- Eifel Rambo Advisory Group Ltd
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2602578
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,606,697
- Income (IRS master file)
- $1,336,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,336,918 | $1,576,124 | $1,606,697 | XML |
| 990 | December 2024 | $1,472,982 | $1,355,958 | $1,818,131 | XML |
| 990 | December 2023 | $1,509,768 | $1,259,587 | $1,798,677 | XML |
| 990 | December 2022 | $1,651,607 | $1,107,197 | $1,611,173 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2602578).
Questions about FINANCIAL MANAGERS SOCIETY INC
- What is the EIN of FINANCIAL MANAGERS SOCIETY INC?
- The employer identification number (EIN) of FINANCIAL MANAGERS SOCIETY INC is 36-2602578.
- Is FINANCIAL MANAGERS SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1967.
- Are donations to FINANCIAL MANAGERS SOCIETY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL MANAGERS SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL MANAGERS SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL MANAGERS SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FINANCIAL MANAGERS SOCIETY INC?
- The 990 for the year ended December 31, 2025 names Alana Vartanian.
- Who are the officers and directors of FINANCIAL MANAGERS SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 16 people; 2 received compensation from the organization, the highest $221,760 (Alana Vartanian, President and CEO).
- How much revenue does FINANCIAL MANAGERS SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,336,918, expenses of $1,576,124 and total assets of $1,606,697 at year end.
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