Nonprofit · EIN 52-1281151
WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS
Tax-exempt · ARLINGTON, VA 22215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $463,405 | $418,635 | $44,770 | $544,577 | $0 | $544,577 |
| June 30, 2024 | 990 | $396,920 | $430,040 | -$33,120 | $499,807 | $0 | $499,807 |
| June 30, 2023 | 990 | $356,052 | $363,178 | -$7,126 | $532,927 | $0 | $532,927 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $423,222
- Investment income
- $225
- Net income from fundraising events
- $39,958
- Other revenue
- $39,958
Expenses
- Grants and similar amounts paid
- $15,695
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,150
- Program services (functional)
- $406,485
- Management and general (functional)
- $12,150
Balance sheet and other
- Total assets, start of year
- $499,807
- Total assets, end of year
- $544,577
- Total liabilities, end of year
- $0
- Net assets, end of year
- $544,577
- Net assets without donor restrictions
- $544,577
- Gross receipts
- $486,198
- Employees
- 0
- Volunteers
- 34
- Year formed
- 1978
- State of legal domicile
- VA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALALEH JENKINS THRU 063025 | PRESIDENT NAVY Trustee or director, Officer | 1 | $0 |
| ED GARDINER | PRESIDENT ELECT USMC Trustee or director, Officer | 0.5 | $0 |
| PETE BOWMAN THRU 063025 | SECRETARY Trustee or director, Officer | 4 | $0 |
| JULIAN BOGAN | SECRETARY ELECT USMC Trustee or director, Officer | 0.5 | $0 |
| DAI NGUYEN THRU 063025 | TREASURER Trustee or director, Officer | 0.5 | $0 |
| JASMINE CARPENTERTHRU 063025 | DEPUTY TREASURER Trustee or director, Officer | 0.5 | $0 |
| DAVID ZAVADA | AUDIT CHAIR Trustee or director, Officer | 0.5 | $0 |
| JEFF NORRIS | AUDIT COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| ROB SMITH | DOD VICE PRESIDENT Trustee or director | 0.5 | $0 |
| COL TORIN HAMILTON | ARMY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LTC DARRYL SNYDER | ARMY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| RAQUEL ESCRIBANO | NAVY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| OGA WHEELER | NAVY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| MITCHELL KENT | USMC VICE PRESIDENT Trustee or director | 0.5 | $0 |
| JOHN STONE | USMC ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS CORTEZ | AIR FORCE VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LCDR MARK SANCHEZ | USCG VICE PRESIDENT Trustee or director | 0.5 | $0 |
| DEBRA DEL MAR | CORPORATE/RETIRED VICE PRESIDENT Trustee or director | 0.5 | $0 |
| CHRIS STOCKEL | CORPORATE/RETIRED ASSISTANT SEC. Trustee or director | 0.5 | $0 |
| SUE GOODYEAR | DOD SPECIAL ASSISTANT Trustee or director | 0.5 | $0 |
| JENNY LU | CDFM CHAIR Trustee or director | 0.5 | $0 |
| JOHN WRITER | AWARDS/ESSAY CHAIR Trustee or director | 0.5 | $0 |
| MARIO BECKLES | SCHOLARSHIP CHAIR Trustee or director | 0.5 | $0 |
| MILFORD E THOMPSON | LUNCHEON COMMITTEE CO-CHAIR Trustee or director | 0.5 | $0 |
| JENNIFER MILLER | LUNCHEON COMMITTEE CO-CHAIR Trustee or director | 0.5 | $0 |
| TERRY PLACEK | TRAINING & EDUCATION Trustee or director | 0.5 | $0 |
| RAQUEL ESCRIBANO | COMPETITION CHAIR Trustee or director | 0.5 | $0 |
| JEFF NORRIS | COMMUNITY SERVICE CHAIR Trustee or director | 0.5 | $0 |
| DAN OLDEN | MEMBERSHIP CHAIR Trustee or director | 0.5 | $0 |
| WAYNE WHITEN | WEBMASTER Trustee or director | 0.5 | $0 |
| TYREE EDMOND | ALTERNATE WEBMASTER Trustee or director | 0.5 | $0 |
| WHITNEY VERGARA | COMMUNICATIONS CHAIR Trustee or director | 0.5 | $0 |
| MATT LEDDER | EARLY CAREERIST CHAIR Trustee or director | 0.5 | $0 |
| PATRICK FULTON | EARLY CAREERIST VICE CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE GOODYEAR - ARMY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALALEH JENKINS - NAVY | PRESIDENT ELECT Trustee or director, Officer | 0.5 | $0 |
| LIANORA SMITH | SECRETARY Trustee or director, Officer | 4 | $0 |
| PETER BOWMAN | SECRETARY ELECT Trustee or director, Officer | 0.5 | $0 |
| DAI NGUYEN | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CHARLES MORSE | DOD VICE PRESIDENT Trustee or director | 0.5 | $0 |
| ROB SMITH | DOD ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| COL TORIN HAMILTON | ARMY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LTC DARRYL SNYDER | ARMY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| RAQUEL KUHFAHL | NAVY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LCDR SAMUEL SHORTS | NAVY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| SHARI RITTER | USMC VICE PRESIDENT Trustee or director | 0.5 | $0 |
| JOHN STONE | USMC ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| CARLOS CORTEZ | AIR FORCE VICE PRESIDENT Trustee or director | 0.5 | $0 |
| ABIGAIL ZOFCHAK | AIR FORCE ASSISTANT SECRET Trustee or director | 0.5 | $0 |
| LCDR MARK SANCHEZ | USCG VICE PRESIDENT Trustee or director | 0.5 | $0 |
| DEBRA DEL MAR | CORPORATE/RETIRED VICE PRE Trustee or director | 0.5 | $0 |
| CHRIS STOCKEL | CORPORATE/RETIRED ASSISTAN Trustee or director | 0.5 | $0 |
| JENNY LU | CDFM CHAPTER LIAISON Trustee or director | 0.5 | $0 |
| JOHN WRITER | AWARDS/ESSAY CHAIR Trustee or director | 0.5 | $0 |
| MARIO BECKLES | SCHOLARSHIP CHAIR Trustee or director | 0.5 | $0 |
| MILFORD E THOMPSON | LUNCHEON Trustee or director | 0.5 | $0 |
| DR JENNIFER MILLER | LUNCHEON LIAISON/HOST Trustee or director | 0.5 | $0 |
| TERRY PLACEK | TRAINING & EDUCATION Trustee or director | 0.5 | $0 |
| JEFF NORRIS | COMMUNITY SERVICE Trustee or director | 0.5 | $0 |
| DAN OLDEN | MEMBERSHIP Trustee or director | 0.5 | $0 |
| MICHAEL MONSON | NEWSLETTER MANAGING EDITOR Trustee or director | 0.5 | $0 |
| WAYNE WHITEN | WEBMASTER Trustee or director | 0.5 | $0 |
| DOMINICK IACOBUCCI | ALTERNATE WEBMASTER Trustee or director | 0.5 | $0 |
| RON BOZANT | COMMUNICATIONS CHAIR Trustee or director | 0.5 | $0 |
| DAVID ZAVADA | AUDIT CHAIR Trustee or director | 0.5 | $0 |
| CODY FERGUSON | EARLY CAREERIST CHAIR Trustee or director | 0.5 | $0 |
| MATT LEDDER | EARLY CAREERIST VICE CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 36 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG LITTLE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUE GOODYEAR - ARMY | PRESIDENT ELECT Trustee or director, Officer | 0.5 | $0 |
| JANE ROBERTS | SECRETARY Trustee or director, Officer | 4 | $0 |
| LIANORA SMITH | SECRETARY ELECT Trustee or director, Officer | 0.5 | $0 |
| LTC JAYME HANSEN | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CYNTHIA HUFTY | TREASURER Trustee or director, Officer | 3 | $0 |
| CHARLES MORSE | DOD VICE PRESIDENT Trustee or director | 0.5 | $0 |
| ROB SMITH | DOD ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| COL TORIN HAMILTON | ARMY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LTC ED FREEMAN | ARMY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| RAQUEL KUHFAHL | NAVY VICE PRESIDENT Trustee or director | 0.5 | $0 |
| LCDR SAMUEL SHORTS | NAVY ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| SHARI RITTER | USMC VICE PRESIDENT Trustee or director | 0.5 | $0 |
| JOHN STONE | USMC ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| ASHLEY EMRICK | AIR FORCE VICE PRESIDENT Trustee or director | 0.5 | $0 |
| ABIGAIL ZOFCHAK | AIR FORCE ASSISTANT SECRETARY Trustee or director | 0.5 | $0 |
| LCDR MARK SANCHEZ | USCG VICE PRESIDENT Trustee or director | 0.5 | $0 |
| DEBRA DEL MAR | CORPORATE/RETIRED VICE PRESIDENT Trustee or director | 0.5 | $0 |
| CHRIS STOCKEL | CORPORATE/RETIRED ASSISTANT SEC. Trustee or director | 0.5 | $0 |
| DICK REED | CDFM Trustee or director | 0.5 | $0 |
| JENNY LU | CDFM CHAPTER LIAISON Trustee or director | 0.5 | $0 |
| JOHN WRITER | AWARDS/ESSAY CHAIR Trustee or director | 0.5 | $0 |
| MARIO BECKLES | SCHOLARSHIP CHAIR Trustee or director | 0.5 | $0 |
| MILFORD E THOMPSON | LUNCHEON Trustee or director | 0.5 | $0 |
| DR JENNIFER MILLER | LUNCHEON LIAISON/HOST Trustee or director | 0.5 | $0 |
| TERRY PLACEK | TRAINING & EDUCATION Trustee or director | 0.5 | $0 |
| RAQUEL KUHFAHL | COMPETITION Trustee or director | 0.5 | $0 |
| JEFF NORRIS | COMMUNITY SERVICE Trustee or director | 0.5 | $0 |
| DAN OLDEN | MEMBERSHIP Trustee or director | 0.5 | $0 |
| MICHAEL MONSON | NEWSLETTER MANAGING EDITOR Trustee or director | 0.5 | $0 |
| WAYNE WHITEN | WEBMASTER Trustee or director | 0.5 | $0 |
| DOMINICK IACOBUCCI | ALTERNATE WEBMASTER Trustee or director | 0.5 | $0 |
| RON BOZANT | COMMUNICATIONS CHAIR Trustee or director | 0.5 | $0 |
| DAVID ZAVADA | AUDIT CHAIR Trustee or director | 0.5 | $0 |
| CODY FERGUSON | EARLY CAREERIST CHAIR Trustee or director | 0.5 | $0 |
| MATT LEDDER | EARLY CAREERIST VICE CHAIR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 16237, ARLINGTON, VA 22215-1237
- Principal officer (990 for 2024)
- REBECCA EVERTSZ, PO BOX 16237, ARLINGTON, VA 22215
- Signed the 990
- REBECCA EVERTSZ, TREASURER
- Phone
- (202) 738-0796
- Return prepared by
- SIKICH LLC
Mission
THE SDFM WASHINGTON CHAPTER'S MISSION IS TO ADVANCE THE PROFESSION OF DEFENSE FINANCIAL MANAGEMENT THROUGH EDUCATION, TRAINING, AND PROMOTING THOUGHT LEADERSHIP, PROFESSIONAL DEVELOPMENT, AND ETHICAL BEHAVIOR. THE CHAPTER SERVES ITS COMMUNITY BY CONNECTING PEOPLE, IDEAS, AND SOLUTIONS, AND BY FOSTERING PROFESSIONAL GROWTH AND COMMUNITY SERVICE INITIATIVES WITHIN THE DEFENSE FINANCIAL MANAGEMENT FIELD.
Program accomplishments
- NCR PDI:THE WASHINGTON CHAPTER PDI IS A VIBRANT TRAINING AND NETWORKING EVENT WITH KEY GOVERNMENT AND INDUSTRY THOUGHT LEADERS TO OPTIMIZE FM EDUCATION WHILE HELPING TO RAISE FUNDS FOR CHARITIES AND SCHOLARSHIPS.Expenses $300,960 · grants $15,695 · revenue $390,777
- WASHINGTON CHAPTER MEMBERSHIPS:MEMBER EVENTS AND CHAPTER REBATES PROVIDED BY SDFM NATIONAL.Expenses $56,546 · revenue $32,445
- GOLF TOURNAMENT:THE GOLF TOURNAMENT WAS HOSTED BY THE CHAPTER IN LATE-SUMMER OF EACH YEAR AS A NETWORKING OPPORTUNITY FOR MEMBERS.Expenses $24,633
- HOLIDAY SOCIAL:THE HOLIDAY SOCIAL WAS HOSTED BY THE CHAPTER IN DECEMBER AS A NETWORKING OPPORTUNITY FOR MEMBERS.Expenses $24,346
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1281151
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $544,577
- Income (IRS master file)
- $486,198
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $463,405 | $418,635 | $544,577 | XML |
| 990 | June 2024 | $396,920 | $430,040 | $499,807 | XML |
| 990 | June 2023 | $356,052 | $363,178 | $532,927 | XML |
| 990 | June 2022 | $165,259 | $105,005 | $540,053 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 52-1281151).
Questions about WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS
- What is the EIN of WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS?
- The employer identification number (EIN) of WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS is 52-1281151.
- Is WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS 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 WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS?
- The 990 for the year ended June 30, 2025 names REBECCA EVERTSZ.
- Who are the officers and directors of WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS?
- The 990 for the year ended June 30, 2025 lists 34 people; 0 received compensation from the organization.
- How much revenue does WASHINGTON CHAPTER OF THE AMERICAN SOCIETY OF MILITARY COMPTROLLERS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $463,405, expenses of $418,635 and total assets of $544,577 at year end.
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