2025-12-16T16:10:40-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 260086305 SEMPER FI & AMERICA'S FUND SEMP 7607253680 825 COLLEGE BLVD SUITE 102 PMB 6 OCEANSIDE CA 92057 KAREN GUENTHER PRESIDENT, CEO & FOUNDER 7607253680 2025-12-16 1 1 DEBRA D SMITH CPA P00646873 7604318440 2025-12-16 2024 2025-03-06 01:10:19Z KAREN GUENTHER 825 COLLEGE BLVD SUITE 102 PMB 609 OCEANSIDE CA 92057 82853422 0 X WWW.THEFUND.ORG X 2004 CA ASSIST WOUNDED, ILL & INJURED SERVICE MEMBERS, VETERANS & MILITARY FAMILIES. 13 12 218 1000 0 0 57511762 55590590 0 0 1233334 1202537 -127377 -193362 58617719 56599765 33391131 29299709 0 0 18344774 21118172 0 0 1909760 5358340 5394940 57094245 55812821 1523474 786944 41550729 44537704 1988600 2607164 39562129 41930540 THE FUND CARES FOR OUR NATION'S CRITICALLY WOUNDED, ILL, AND INJURED SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. WE ASSIST ALL MILITARY BRANCHES, INCLUDING BOTH POST-9/11 AND VIETNAM VETERANS, PROVIDING ONE-ON-ONE CASE MANAGEMENT, CONNECTION AND LIFETIME SUPPORT. 0 0 33051559 19887178 OUR SERVICE MEMBER AND FAMILY SUPPORT PROGRAM PROVIDES DIRECT FINANCIAL ASSISTANCE FOR EXPENSES THAT ARE MOST PRESSING DURING HOSPITALIZATION AND RECOVERY. THE PROGRAM CONTINUES TO OFFER SPECIALIZED SUPPORT TO IMPROVE THE LIVES OF VETERANS AND THEIR FAMILIES ONCE THEY RETURN HOME. AREAS OF ASSISTANCE OFFERED THROUGH THIS PROGRAM INCLUDE BEDSIDE SUPPORT AND ADAPTIVE HOUSING, TRANSPORTATION, AND EQUIPMENT; HELP FOR VIETNAM VETERANS, CHILDREN, AND CAREGIVERS; AS WELL AS RELIEF IN TIMES OF CRISIS, DISASTER, AND EMERGENCY. IN FISCAL YEAR 2025 THE SEMPER FI & AMERICA'S FUND PROVIDED FAMILY SUPPORT GRANTS TO 14,800 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. 9058953 5600449 OUR INTEGRATIVE WELLNESS PROGRAM APPLIES A HOLISTIC APPROACH TO LONG-TERM HEALTH, PROVIDING TOOLS TO IMPROVE MIND, BODY, AND SPIRIT. IN ADDITION TO POST-TRAUMATIC STRESS DISORDER AND TRAUMATIC BRAIN INJURY SUPPORT, WE FOSTER HEALING IN A POWERFUL AND SUSTAINING WAY THROUGH CUTTING-EDGE TECHNOLOGIES, HIGH-TECH WELLNESS DEVICES, AND OUR INNOVATIVE NEUROFITNESS PROGRAM. AREAS OF ASSISTANCE ALSO INCLUDE OUR SPORTS PROGRAM, HORSEMANSHIP PROGRAM, CANINE COMPANION PROGRAM, AND THERAPEUTIC ARTS AND MUSIC PROGRAM. IN FISCAL YEAR 2025, THE SEMPER FI & AMERICA'S FUND PROVIDED WELLNESS GRANTS TO 2,900 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. 7771243 3812082 OUR TRANSITION PROGRAM FOCUSES ON HELPING VETERANS CONNECT WITH THEIR COMMUNITIES BY PROVIDING A WIDE RANGE OF EDUCATION AND CAREER ASSISTANCE, INCLUDING OUR APPRENTICESHIP PROGRAM, ONE-ON-ONE MENTORSHIP, AND OPPORTUNITIES TO ENGAGE WITH FELLOW VETERANS. THIS PROGRAM PROVIDES OUR VETERANS WITH THE SKILLS AND RESOURCES NEEDED TO SUCCEED IN THE NEXT PHASES OF THEIR LIVES. IN FISCAL YEAR 2025, THE SEMPER FI & AMERICA'S FUND PROVIDED TRANSITION GRANTS TO 900 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. 49881755 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 146 0 218 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AK AL AR CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN TX UT VA WA WI WV X X THOMAS BENOIT 7607253680 825 COLLEGE BLVD SUITE 102 PMB 609 OCEANSIDE CA 92057 KAREN GUENTHER DIRECTOR, PRESIDENT & FOUNDER 40.00 X X 295147 0 9311 ANNETTE CONWAY RETIRED 32025 VICE CHAIRMAN 5.00 X X 0 0 0 GEN JOSEPH DUNFORD JR USMC (RET.) CHAIRMAN 5.00 X X 0 0 0 GEN JOHN PAXTON JR USMC RET DIRECTOR 5.00 X X 0 0 0 EDWARD KIM FOLEY III TREASURER 5.00 X X 0 0 0 VADM C FORREST FAISON III USN (RET.) DIRECTOR 5.00 X 0 0 0 ROBERT BOWLIN CPA DIRECTOR 5.00 X 0 0 0 COL JAMES WEISKOPF USA RET DIRECTOR 5.00 X 0 0 0 RICHARD WELLS DIRECTOR 5.00 X 0 0 0 WENDY LETHIN DIRECTOR 5.00 X 0 0 0 JASON AIKEN DIRECTOR 5.00 X 0 0 0 LAURA MITCHELL DIRECTOR 5.00 X 0 0 0 SGTMJ CARLTON KENT USMC RET DIRECTOR 5.00 X 0 0 0 GEN MICHAEL GARRETT USA RET DIRECTOR 5.00 X 0 0 0 STEPHEN WASSER CHIEF OF DEVELOPMENT 40.00 X 0 0 0 SAMUEL JACKSON SECRETARY AND CHIEF LEGAL 40.00 X 167677 0 12988 TOM BENOIT CHIEF FINANCIAL OFFICER 40.00 X 200677 0 24048 SUSAN ROCCO EXECUTIVE VICE PRESIDENT 40.00 X 214463 0 14421 SONDRIA SAYLOR EXECUTIVE VICE PRESIDENT 40.00 X 214046 0 14020 JEFFREY PLUMMER SENIOR DIRECTOR, BUSINESS OPERATIONS 40.00 X 124285 0 1889 JESSICA LASKO SENIOR DIRECTOR, HUMAN RESOURCES 40.00 X 131401 0 6536 DR LARITTA PAOLINI DIRECTOR, WELLNESS PROGRAM 40.00 X 149840 0 13388 COURTNEY TURNER CHIEF OF DONOR RELATIONS/PHILANTHROPY 40.00 X 127476 0 6116 JOHN MAYER DIRECTOR, APPRENTICESHIP AND JMHP 40.00 X 129439 0 762 1754451 0 103479 45 0 1 0 THE RETREAT AT ARTESIAN LAKES 235 CHAIN O LAKES RESORT CLEVELAND TX 77327 UNIT REUNION LODGING/ACTIVITIES 719440 SYSARC INC 11200 ROCKVILLE PIKE SUITE 201 ROCKVILLE MD 20852 IT SERVICES 368067 PINKSTON 3110 FAIRVIEW PARK DRIVE SUITE 140 FALLS CHURCH VA 22042 MARKETING, COMMUNICATIONS, WEBSITE DESIG 299855 L L PRINTERS 6200 YARROW DRIVE CARLSBAD CA 92011 PRINTING 147402 OUTDOOR ODYSSEY 450 BOY SCOUT RD BOSWELL PA 15531 VETERAN RETREAT LODGING/ACTIVITIES 138600 7 690321 54900269 1420827 55590590 1156591 1156591 26003823 25957877 45946 45946 45946 80091 690321 280305 -200214 -200214 22327 15475 6852 6852 56599765 0 0 1009175 60000 60000 29239709 29239709 1426760 747114 505392 174254 16297006 13254293 2122547 920166 320868 253562 47176 20130 1683862 1313305 246372 124185 1389676 1100404 203703 85569 47750 47750 105173 105173 1299873 712903 404602 182368 91463 71537 13378 6548 390989 247485 120692 22812 311042 269524 26389 15129 1055835 980008 42696 33131 148738 112014 26564 10160 173851 136121 25742 11988 EDUCATIONAL/PROMOTIONAL 823397 622432 553 200412 POSTAGE & SHIPPING 813851 699043 50194 64614 OTHER OPERATING EXPENSE 132978 62301 32383 38294 55812821 49881755 4021306 1909760 X 388616 236224 553 151839 745458 722424 6290705 8101519 7250000 5926520 267449 228796 1491057 1878743 318522 156375 154764 162147 25275880 27070003 75416 37708 0 409844 41550729 44537704 1988600 2177478 0 429686 1988600 2607164 X 25234688 26861576 14327441 15068964 39562129 41930540 41550729 44537704 786944 1581467 0 X 0 1 X 1 0 X 46633342 51867420 49472793 57511762 55590590 261075907 46633342 51867420 49472793 57511762 55590590 261075907 46837184 214238723 493436 670413 773205 1028128 1156591 4121773 1655 6852 8507 265206187 0.80780 0.78280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5277283 6000 758656 280700 5761239 4565925 50000 868358 207000 5277283 4190533 105250 471842 201700 4565925 4961465 7441 -565788 212585 4190533 3631125 90000 1440355 200015 4961465 0.00000 0.61300 0.38700 0 0 318522 156375 162147 162147 LEASE LIABILITY - OPERATING LEASE 429686 429686 X 58320578 1581467 244519 1825986 56494592 105173 105173 56599765 55952167 244519 244519 55707648 105173 105173 55812821 PART V, LINE 4: THE ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS ESTABLISHED TO SUPPORT THE ORGANIZATION'S OPERATIONS AND MISSION. PART X, LINE 2: THE FUND FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FUND RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FUND HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND JUNE 30, 2024 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. MARINE CORPS MARATHON 302219 293921 8298 35602 125585 SHOOTING EVENT 468193 396400 71793 10000 12245 96873 770412 690321 80091 10000 47847 222458 280305 -200214 0 USO PO BOX 96860 WASHINGTON DC 20077 131610451 501(C)(3) 50000 0 USO PROGRAM IN A BOX 2025 FISHER HOUSE FOUNDATION 12300 TWINBROOK PKWY ROCKVILLE MD 20852 113158401 501(C)(3) 10000 0 WOUNDED WARRIOR GAMES 2025 2 0 SERVICE MEMBER AND FAMILY SUPPORT PROGRAM 14798 19804125 53538 VENDOR INVOICES COMPUTERS AND OTHER ELECTRONIC EQUIPMENT INTEGRATIVE WELLNESS PROGRAM 2926 3991397 1609052 VENDOR INVOICES ELECTRONIC DEVICES FOR PTSD/TBI TRANSITION PROGRAM 921 3758544 23053 VENDOR INVOICES COMPUTERS AND OTHER ELECTRONIC EQUIPMENT X X X X 0 0 0 0 0 0 0 0 0 KAREN GUENTHER DIRECTOR, PRESIDENT & FOUNDER 289848 0 5299 0 0 0 7950 0 1361 0 304458 0 0 0 SUSAN ROCCO EXECUTIVE VICE PRESIDENT 209219 0 5244 0 0 0 5730 0 8691 0 228884 0 0 0 SONDRIA SAYLOR EXECUTIVE VICE PRESIDENT 208802 0 5244 0 0 0 4730 0 9290 0 228066 0 0 0 TOM BENOIT CHIEF FINANCIAL OFFICER 195453 0 5224 0 0 0 4808 0 19240 0 224725 0 0 0 SAMUEL JACKSON SECRETARY AND CHIEF LEGAL 162263 0 5414 0 0 0 2850 0 10138 0 180665 0 0 0 DR LARITTA PAOLINI DIRECTOR, WELLNESS PROGRAM 146050 0 3790 0 0 0 4098 0 9290 0 163228 0 0 0 CHARO BATES FAMILY RELATIONSHIP WITH A DIRECTOR 89986 EMPLOYEE COMPENSATION 0 CICELY KENT-WARREN FAMILY RELATIONSHIP WITH A DIRECTOR 90453 EMPLOYEE COMPENSATION 0 MATTHEW ROCCO FAMILY RELATIONSHIP WITH A KEY EMPLOYEE 92583 EMPLOYEE COMPENSATION 0 CHRISTOPHER SAYLOR FAMILY RELATIONSHIP WITH A KEY EMPLOYEE 105979 EMPLOYEE COMPENSATION 0 0 X 310758 FMV X 60 692474 FMV X 11 15298 X GIFT CARDS 10 371390 ACTUAL VALUE X EQUIPMENT/SUPPLIES 38 30907 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE AUDIT COMMITTEE AND SENIOR MANAGEMENT. AFTER CHANGES, IF ANY, ARE MADE, THE FORM 990 IS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED. THE FORM 990 IS FILED ONCE IT IS APPROVED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C SF&AF REQUIRES AN ANNUAL STATEMENT FROM EACH BOARD MEMBER DISCLOSING ALL CONFLICTS OF INTEREST. PERIODIC REVIEWS OF THESE ANNUAL STATEMENTS ARE MADE BY VARIOUS MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT IS INITIALLY REVIEWED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE DISCUSSES COMPARABLE COMPENSATION IN OTHER ORGANIZATIONS, REVIEWS NON-PROFIT COMPENSATION SURVEYS AND KEEPS CONFIDENTIAL RECORDS OF THE COMMITTEE'S DELIBERATIONS. THE COMMITTEE THEN PRESENTS ITS FINDINGS AND RECOMMENDATIONS TO THE FULL BOARD WHO DETERMINES AND APPROVES THE COMPENSATION AMOUNTS. FORM 990, PART VI, SECTION C, LINE 18 ANY PERSON CALLING OR E-MAILING THE ORGANIZATION IS PROVIDED A COPY OF THESE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 SF&AF'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, FORM 990 AND PRIVACY POLICY ARE ALSO AVAILABLE ON SF&AF'S WEBSITE.