EIN 36-2602578

Financial Managers Society (FMS)

IRS 501(c) type
501(c)(6)
Num. employees
5
City
Year formed
1966
Most recent tax filings
2023-12-01
NTEE code, primary
Description
Financial Managers Society's mission is to enhance the professional development of financial personnel within financial institutions.
Total revenues
$1,509,768
2023
Total expenses
$1,259,587
2023
Total assets
$1,798,677
2023
Num. employees
5
2023

Program areas at FMS

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.
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 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.
The Society hosts an annual conference offering varied financial and accounting sessions and the opportunity for members to speak with industry experts and peers.

Financials for FMS

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$1,497,588
Investment income and dividends$36
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,144
Total revenues$1,509,768
Data update history
February 15, 2025
Posted financials
Added Form 990 for fiscal year 2023
October 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 25, 2023
Updated personnel
Identified 1 new personnel
August 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
January 26, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
HealthBusiness and industry
Characteristics
MembershipsConducts research
General information
Address
7918 Jone Branch Dr 4th Floor
Mclean, VA 22102
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Fairfax County, VA
Website URL
fmsinc.org/ 
Phone
(800) 275-4367
Facebook page
FinancialManagersSociety 
Twitter profile
@fms_inc 
IRS details
EIN
36-2602578
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1966
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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