2024-11-04T10:37:31-06:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 260086305 SEMPER FI & AMERICA'S FUND SEMP 7607253680 825 COLLEGE BLVD SUITE 102 PMB 6 OCEANSIDE CA 92057 KAREN GUENTHER PRESIDENT, CEO & FOUNDER 7607253680 2024-11-01 1 1 DEBRA D SMITH CPA P00646873 7604318440 2024-11-01 2023 2024-10-15 13:58:12Z KAREN GUENTHER 825 COLLEGE BLVD SUITE 102 PMB 609 OCEANSIDE CA 92057 88132167 0 X WWW.THEFUND.ORG X 2004 CA ASSIST WOUNDED, ILL & INJURED SERVICE MEMBERS, VETERANS & MILITARY FAMILIES. 14 13 199 1000 0 0 49472793 57511762 0 0 535368 1233334 -126253 -127377 49881908 58617719 29490186 33391131 0 0 16047942 18344774 0 0 1797212 4075996 5358340 49614124 57094245 267784 1523474 38032453 41550729 1298791 1988600 36733662 39562129 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 36752280 24333178 OUR CASE MANAGEMENT MODEL IS WHAT DIFFERENTIATES THE FUND FROM OTHERS. OUR CASE MANAGERS, VISITING NURSES, AND VETERAN LEADS PROVIDE CONTINUITY AND CONNECTION THROUGHOUT DIFFICULT STAGES OF RECOVERY FROM THE BEDSIDE TO TRANSITION BACK TO THEIR COMMUNITIES. OUR SERVICE MEMBER & FAMILY SUPPORT PROGRAM PROVIDES VITAL FINANCIAL AID AND PROGRAMMING FOR ESSENTIAL NEEDS LIKE ADAPTIVE HOUSING AND TRANSPORTATION, FAMILY SUPPORT FOR CHILDREN AND CAREGIVERS. IN FISCAL YEAR 2024 ,THE FUND PROVIDED 13,200 SERVICE MEMBER AND FAMILY SUPPORT PROGRAM GRANTS. 8351978 5468644 OUR TRANSITION PROGRAM FOCUSES ON KEEPING VETERANS CONNECTED WITH UNIT REUNIONS, JOB TRAINING THROUGH OUR APPRENTICESHIP PROGRAM, AND EDUCATION AND RESOURCES. THIS PROGRAM IS CRITICAL FOR TRANSITION FROM THE MILITARY TO CIVILIAN LIFE. IN FISCAL YEAR 2024, THE FUND PROVIDED 1,200 TRANSITION PROGRAM GRANTS. 6674639 3589309 OUR INTEGRATIVE WELLNESS PROGRAM PROVIDES A HOLISTIC APPROACH TO MENTAL HEALTH AND WELLNESS FOCUSING ON PTSD AND TRAUMATIC BRAIN INJURY SUPPORT THROUGH CUTTING EDGE TECHNOLOGIES, A NEUROFITNESS PROGRAM, ADAPTIVE SPORTS, SERVICE DOGS, AND THERAPEUTIC ARTS AND MUSIC. IN FISCAL YEAR 2024, THE FUND PROVIDED 2,600 INTEGRATIVE WELLNESS PROGRAM GRANTS. 51778897 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 147 0 199 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 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 GEN JOSEPH DUNFORD JR USMC (RET.) CHAIRMAN 5.00 X X 0 0 0 WENDY LETHIN DIRECTOR 5.00 X 0 0 0 KAREN GUENTHER PRESIDENT & FOUNDER 40.00 X X 269798 0 8219 EDWARD KIM FOLEY III TREASURER 5.00 X X 0 0 0 ANNETTE CONWAY VICE CHAIRMAN 5.00 X X 0 0 0 GEN JOHN PAXTON JR USMC RET DIRECTOR 5.00 X 0 0 0 JASON AIKEN DIRECTOR 5.00 X 0 0 0 ROBERT BOWLIN CPA DIRECTOR 5.00 X 0 0 0 VADM C FORREST FAISON III USN (RET.) DIRECTOR 5.00 X 0 0 0 RICHARD WELLS DIRECTOR 5.00 X 0 0 0 COL JAMES WEISKOPF USA RET DIRECTOR 5.00 X 0 0 0 SGTMJ CARLTON KENT USMC RET DIRECTOR 5.00 X 0 0 0 LAURA MITCHELL DIRECTOR 5.00 X 0 0 0 GEN MICHAEL GARRETT USA RET DIRECTOR 5.00 X 0 0 0 TOM BENOIT CHIEF FINANCIAL OFFICER 40.00 X 184651 0 22890 SAMUEL JACKSON SECRETARY AND CHIEF LEGAL OFFICER 40.00 X 152106 0 3695 SUSAN ROCCO EXECUTIVE VICE PRESIDENT 40.00 X 198978 0 11530 SONDRIA SAYLOR EXECUTIVE VICE PRESIDENT 40.00 X 199239 0 12455 BRENT PETERSON SENIOR DIRECTOR, OUTREACH 40.00 X 111186 0 28663 SAM TICKLE SENIOR DIRECTOR, SPORTS PROGRAM 40.00 X 111025 0 19950 DR LARITTA PAOLINI DIRECTOR, WELLNESS PROGRAM 40.00 X 140088 0 12523 COURTNEY TURNER CHIEF OF DONOR RELATIONS AND PHILANTHROPY 40.00 X 113544 0 5319 JOHN MAYER DIRECTOR, APPRENTICESHIP AND JMHP 40.00 X 116767 0 733 1597382 0 125977 17 0 1 0 THE RETREAT AT ARTESIAN LAKES 235 CHAIN O LAKES RESORT CLEVELAND TX 77327 UNIT REUNION LODGING/ACTIVITIES 521706 PINKSTON 3110 FAIRVIEW PARK DRIVE SUITE 140 FALLS CHURCH VA 22042 MARKETING, COMMUNICATIONS, WEBSITE DESIG 376753 L L PRINTERS 6200 YARROW DRIVE CARLSBAD CA 92011 PRINTING 275244 SYSARC INC 11200 ROCKVILLE PIKE SUITE 201 ROCKVILLE MD 20852 IT SERVICES 263355 OUTDOOR ODYSSEY 450 BOY SCOUT RD BOSWELL PA 15531 VETERAN RETREAT LODGING/ACTIVITIES 165850 5 93423 297309 57121030 1350792 57511762 1028128 1028128 29581629 29376423 205206 205206 205206 6867 297309 127457 -120590 -120590 3781 10568 -6787 -6787 58617719 0 0 1105957 210000 210000 33181131 33181131 1112880 657277 383013 72590 14184873 11363380 1832620 988873 276359 216799 40200 19360 1565256 1230291 228562 106403 1205406 944681 176475 84250 64710 64710 92838 92838 1469375 943292 364237 161846 90678 70836 12649 7193 335151 208893 100717 25541 264508 233138 22478 8892 1060678 961563 51649 47466 161623 120589 30243 10791 146154 114709 22149 9296 POSTAGE & SHIPPING 810870 700411 47162 63297 EDUCATIONAL/PROMOTIONAL 706076 547814 6910 151352 OTHER OPERATING EXPENSE 155679 74093 41524 40062 57094245 51778897 3518136 1797212 X 479938 346197 126831 6910 2777244 745458 5685814 6290705 7420000 7250000 136562 267449 1860327 1491057 377568 222804 183954 154764 19855428 25275880 113124 75416 38032453 41550729 1298791 1988600 1298791 1988600 X 22098041 25234688 14635621 14327441 36733662 39562129 38032453 41550729 1523474 1304993 0 X 0 1 X 1 0 X 39268820 46633342 51867420 49472793 57511762 244754137 39268820 46633342 51867420 49472793 57511762 244754137 50389779 194364358 560086 493436 670413 773205 1028128 3525268 1655 0 1655 248281060 0.78280 0.76420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4565925 50000 868358 207000 5277283 4190533 105250 471842 201700 4565925 4961465 7441 -565788 212585 4190533 3631125 90000 1440355 200015 4961465 3771321 61047 201243 3631125 0.66800 0.33200 0 0 377568 222804 154764 154764 X 59849378 1304993 19504 1324497 58524881 92838 92838 58617719 57020911 19504 19504 57001407 92838 92838 57094245 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, 2024 AND JUNE 30, 2023 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. MARINE CORPS MARATHON 304176 297309 6867 59819 67638 304176 297309 6867 59819 67638 127457 -120590 0 USO PO BOX 96860 WASHINGTON DC 20077 131610451 501(C)(3) 110000 0 USO EXPERIENCE 2024 AND USO EUROPE PROGRAM IN A BOX FISHER HOUSE FOUNDATION 12300 TWINBROOK PKWY ROCKVILLE MD 20852 113158401 501(C)(3) 100000 0 WARRIOR GAMES 2024 2 0 FAMILY SUPPORT PROGRAM 13197 24101345 21834 VENDOR INVOICES COMPUTERS AND OTHER ELECTRONIC EQUIPMENT INTEGRATIVE WELLNESS PROGRAM 2638 4322007 1146637 VENDOR INVOICES ELECTRONIC DEVICES FOR PTSD/TBI TRANSITION PROGRAM 1234 3519600 69708 VENDOR INVOICES COMPUTERS X X X X 0 0 0 0 0 0 0 0 0 KAREN GUENTHER PRESIDENT & FOUNDER 266798 0 3000 0 0 0 6175 0 2044 0 278017 0 0 0 SONDRIA SAYLOR EXECUTIVE VICE PRESIDENT 196239 0 3000 0 0 0 3478 0 8977 0 211694 0 0 0 SUSAN ROCCO EXECUTIVE VICE PRESIDENT 195978 0 3000 0 0 0 3147 0 8383 0 210508 0 0 0 TOM BENOIT CHIEF FINANCIAL OFFICER 181651 0 3000 0 0 0 4329 0 18561 0 207541 0 0 0 SAMUEL JACKSON SECRETARY AND CHIEF LEGAL OFFICER 149106 0 3000 0 0 0 2933 0 762 0 155801 0 0 0 DR LARITTA PAOLINI DIRECTOR, WELLNESS PROGRAM 138588 0 1500 0 0 0 3978 0 8545 0 152611 0 0 0 CHARO BATES FAMILY RELATIONSHIP WITH A DIRECTOR 82638 EMPLOYEE COMPENSATION 0 CICELY KENT-WARREN FAMILY RELATIONSHIP WITH A DIRECTOR 83618 EMPLOYEE COMPENSATION 0 MATTHEW ROCCO FAMILY RELATIONSHIP WITH A KEY EMPLOYEE 83736 EMPLOYEE COMPENSATION 0 CHRISTOPHER SAYLOR FAMILY RELATIONSHIP WITH A KEY EMPLOYEE 93498 EMPLOYEE COMPENSATION 0 0 X 286320 ESTIMATED FMV X 58 577030 STOCK EXCHANGE VALUE X GIFT CARDS 2 360000 ACTUAL VALUE X CEMETERY PLOTS 1 51744 INVOICE VALUE X SUPPLIES 10 45999 ESTIMATED FMV X AUCTION ITEM 1 26000 ESTIMATED FMV X TRAVEL COST 2 3699 INVOICE VALUE 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.