Society of Defense Financial Management
To promote thought leadership, professional development, and ethical behavior in all aspects of defense financial management.
Society of Defense Financial Management at a glance
- Total assets
- $4,628,769
- -36.7% vs 2024
- Revenue (2025)
- $2,190,445
- -69.1% vs 2024
- Net investment income (2025)
- $31,061
- -63.0% vs 2024
- Expenses (2025)
- $4,704,544
- -36.2% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Society of Defense Financial Management funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $17K (2019) to $30K (2023). In 2024 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paralyzed Veterans of America - Arizona Chapter Phoenix, AZ | Charity | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,628,769 | $2,190,445 | $4,704,544 | — | — | $31,061 |
| 2024 | $7,314,516 | $7,096,596 | $7,376,908 | $25,000 | 1 | $83,989 |
| 2023 | $7,232,733 | $5,563,688 | $6,485,193 | $30,000 | 1 | $6,906 |
| 2022 | $7,952,626 | $4,943,414 | $4,819,294 | — | — | $79,424 |
| 2021 | $8,280,930 | $3,708,525 | $2,977,434 | — | — | $86,043 |
| 2020 | $7,380,152 | $1,415,687 | $2,497,791 | — | — | $116,998 |
| 2019 | $8,413,960 | $4,592,490 | $3,878,191 | $16,682 | 2 | $189,514 |
About Society of Defense Financial Management
Based on IRS filings
Society of Defense Financial Management is a public charity focused on Community Improvement & Capacity Building, based in Alexandria, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.6M in total assets. Net investment income was $31K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Society of Defense Financial Management is led by Richard Brady, Chief Executive Officer on every filing since 2022; 5 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Richard Brady
Chief Executive Officer
On filings since 2022
40 hrs/week
$26K (2022) → $279K (2025)
Charles McEntee
Director, Marketing & President
New on the 2025 filing
40 hrs/week
$112K (2025)
Glenda Scheiner
President - Air Force
President - Dfas → President - Air Force, 2025
On filings since 2024
2 hrs/week
No compensation reported
Patrick Lynch
Chair-Corporate Advisory Group
New on the 2025 filing
1 hr/week
No compensation reported
Phara G. Rodrigue
Vice President & Certification
Associate Director of Cert → Director of Certification, 2022
Director of Certification → Vice President & Certification, 2025
On filings since 2019
40 hrs/week
$112K (2019) → $131K (2025)
Caroline Smith
Vice President, Prof Development & Education
New on the 2025 filing
40 hrs/week
$105K (2025)
Daniel Woltman
Vice President & Membership
New on the 2025 filing
40 hrs/week
$142K (2025)
Mark Rose
Vice President - Uscg
Vice President - Coast Gua → Vice President - Uscg, 2025
On filings since 2019
1 hr/week
No compensation reported
Nancy A. Phillips
Treasurer - Retired
Treasurer → Treasurer - Retired, 2025
On filings since 2019
2 hrs/week
No compensation reported
Terry L. Elling
General Counsel
On filings since 2019
2 hrs/week
No compensation reported
DeAnna Randolph
Secretary - Ousd
Secretary → Secretary - Ousd, 2025
On filings since 2020
2 hrs/week
No compensation reported
Mats Persson
Vice President - Dfas
On filings since 2020
1 hr/week
No compensation reported
Tina Pierce
Vice President-Outgoing - Osd
Vice President - Air Force → Vice President-Outgoing - Osd, 2025
On filings since 2023
1 hr/week
No compensation reported
Ann Tipton
Vice President - Dhs
On filings since 2024
1 hr/week
No compensation reported
Natalia Li
Vice President - Navy
On filings since 2024
1 hr/week
No compensation reported
Jed Sondike
Vice President - Usmc
New on the 2025 filing
1 hr/week
No compensation reported
Lara Sayer
Vice President - Air Force & Space Force
New on the 2025 filing
1 hr/week
No compensation reported
Steve Herrera
At Large-Corporate
New on the 2025 filing
1 hr/week
No compensation reported
Wes Robinson
Vice President - Army
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (27)
- Former: Elizabeth A. Martin-Long (2019–2024) — Director of Membership
- Former: Leslie Ferguson (2021–2024) — Vice President - Usmc
- Former: Ginger Bonin (2022–2024) — Corporate Advisory Group
- Former: Kim Laurance (2023–2024) — Vice President - Defense-W
- Former: Mike Mehrman (2023–2024) — Vice President - Army
- Former: Rdml Matt Lake (2024) — Vice President - Uscg
- Former: Paul Landauer (2020–2023) — Vice President - Navy
- Former: Audrey Davis (2022–2023) — President - Usmc
- Former: Jane Kiggins (2023) — Vice President - Coast Guard
- Former: Michael Stough (2023) — Vice President - Dhs
- Former: Al Runnels (2019–2022) — Executive Director
- Former: Fred Carr (2019–2022) — Vice President - Air Force
- Former: Lisa St Andre (2020–2022) — Vice President - Defense-W
- Former: Rdml Mark Fedor (2021–2022) — Vice President - Coast Gua
- Former: Tom Steffens (2022) — Vice President - Army
- Former: Debra Del Mar (2019–2021) — Corporate Representative
- Former: Edward Gardiner (2019–2021) — President - Usmc
- Former: William Roberts (2021) — Vice President - Army
- Former: Caral Spangler (2020) — President
- Former: Rdml Thomas Allan (2020) — Vice President - Coast Gua
- Former: Steve Barth (2020) — Vice President - Army
- Former: Andrew Morgan (2019) — Vice President - Army
- Former: Deanna Gisela-Louise Pruitte (2019) — Secretary
- Former: Gregory Paul Gass II (2019) — Vice President - Dfas
- Former: Gretchen Anderson (2019) — President
- Former: Keith E. Buchholz (2019) — Vice President - Defense-W
- Former: Richard C. Voigt (2019) — Vice President - Navy
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $279K, to Richard Brady (Chief Executive Officer). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Society of Defense Financial Management
How large is Society of Defense Financial Management?
Society of Defense Financial Management reported $4.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.2M.
What is Society of Defense Financial Management?
Society of Defense Financial Management is a public charity focused on Community Improvement & Capacity Building, based in Alexandria, VA. It holds $4.6M in total assets as of 2025.
Where does Society of Defense Financial Management operate?
Society of Defense Financial Management has awarded grants in Arizona, District of Columbia, North Carolina, Texas.
What is Society of Defense Financial Management's EIN?
Society of Defense Financial Management's EIN (Employer Identification Number) is 54-1025128. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Society of Defense Financial Management's focus areas in our free grants database
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