Nonprofit · EIN 26-0086305
SEMPER FI & AMERICAS FUND
Also known as SEMPER FI FUND
Tax-exempt · QUANTICO, VA 22134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $56,599,765 | $55,812,821 | $786,944 | $44,537,704 | $2,607,164 | $41,930,540 |
| June 30, 2024 | 990 | $58,617,719 | $57,094,245 | $1,523,474 | $41,550,729 | $1,988,600 | $39,562,129 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $55,590,590
- Program service revenue
- $0
- Investment income
- $1,202,537
- Net gain from sales of assets
- $45,946
- Net income from fundraising events
- -$200,214
- Net income from sales of inventory
- $6,852
- Other revenue
- -$193,362
Expenses
- Grants and similar amounts paid
- $29,299,709
- Compensation of officers, directors and key employees
- $1,426,760
- Other salaries and wages
- $16,297,006
- Salaries, compensation and benefits (total)
- $21,118,172
- Professional fundraising fees
- $0
- Accounting fees
- $47,750
- Occupancy
- $311,042
- Travel
- $1,055,835
- Depreciation
- $148,738
- Program services (functional)
- $49,881,755
- Management and general (functional)
- $4,021,306
- Fundraising (functional)
- $1,909,760
Balance sheet and other
- Total assets, start of year
- $41,550,729
- Total assets, end of year
- $44,537,704
- Total liabilities, end of year
- $2,607,164
- Net assets, end of year
- $41,930,540
- Land, buildings and equipment
- $162,147
- Publicly traded securities
- $27,070,003
- Net assets without donor restrictions
- $26,861,576
- Net assets with donor restrictions
- $15,068,964
- Gross receipts
- $82,853,422
- Employees
- 218
- Volunteers
- 1,000
- Year formed
- 2004
- State of legal domicile
- CA
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 | Other / benefits |
|---|---|---|---|---|
| KAREN GUENTHER | DIRECTOR, PRESIDENT & FOUNDER Trustee or director, Officer | 40 | $295,147 | $9,311 |
| SUSAN ROCCO | EXECUTIVE VICE PRESIDENT Key employee | 40 | $214,463 | $14,421 |
| SONDRIA SAYLOR | EXECUTIVE VICE PRESIDENT Key employee | 40 | $214,046 | $14,020 |
| TOM BENOIT | CHIEF FINANCIAL OFFICER Officer | 40 | $200,677 | $24,048 |
| SAMUEL JACKSON | SECRETARY AND CHIEF LEGAL Officer | 40 | $167,677 | $12,988 |
| DR LARITTA PAOLINI | DIRECTOR, WELLNESS PROGRAM Highest-paid employee | 40 | $149,840 | $13,388 |
| JESSICA LASKO | SENIOR DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $131,401 | $6,536 |
| COURTNEY TURNER | CHIEF OF DONOR RELATIONS/PHILANTHROPY Highest-paid employee | 40 | $127,476 | $6,116 |
| JOHN MAYER | DIRECTOR, APPRENTICESHIP AND JMHP Highest-paid employee | 40 | $129,439 | $762 |
| JEFFREY PLUMMER | SENIOR DIRECTOR, BUSINESS OPERATIONS Highest-paid employee | 40 | $124,285 | $1,889 |
| ANNETTE CONWAY RETIRED 32025 | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| GEN JOSEPH DUNFORD JR | USMC (RET.) CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| GEN JOHN PAXTON JR USMC RET | DIRECTOR Trustee or director, Officer | 5 | $0 | $0 |
| EDWARD KIM FOLEY III | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| VADM C FORREST FAISON III | USN (RET.) DIRECTOR Trustee or director | 5 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT BOWLIN CPA | DIRECTOR Trustee or director | 5 | $0 |
| COL JAMES WEISKOPF USA RET | DIRECTOR Trustee or director | 5 | $0 |
| RICHARD WELLS | DIRECTOR Trustee or director | 5 | $0 |
| WENDY LETHIN | DIRECTOR Trustee or director | 5 | $0 |
| JASON AIKEN | DIRECTOR Trustee or director | 5 | $0 |
| LAURA MITCHELL | DIRECTOR Trustee or director | 5 | $0 |
| SGTMJ CARLTON KENT USMC RET | DIRECTOR Trustee or director | 5 | $0 |
| GEN MICHAEL GARRETT USA RET | DIRECTOR Trustee or director | 5 | $0 |
| STEPHEN WASSER | CHIEF OF DEVELOPMENT Officer | 40 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN GUENTHER | PRESIDENT & FOUNDER Trustee or director, Officer | 40 | $269,798 | $8,219 |
| SONDRIA SAYLOR | EXECUTIVE VICE PRESIDENT Key employee | 40 | $199,239 | $12,455 |
| SUSAN ROCCO | EXECUTIVE VICE PRESIDENT Key employee | 40 | $198,978 | $11,530 |
| TOM BENOIT | CHIEF FINANCIAL OFFICER Officer | 40 | $184,651 | $22,890 |
| SAMUEL JACKSON | SECRETARY AND CHIEF LEGAL OFFICER Officer | 40 | $152,106 | $3,695 |
| DR LARITTA PAOLINI | DIRECTOR, WELLNESS PROGRAM Highest-paid employee | 40 | $140,088 | $12,523 |
| BRENT PETERSON | SENIOR DIRECTOR, OUTREACH Highest-paid employee | 40 | $111,186 | $28,663 |
| SAM TICKLE | SENIOR DIRECTOR, SPORTS PROGRAM Highest-paid employee | 40 | $111,025 | $19,950 |
| COURTNEY TURNER | CHIEF OF DONOR RELATIONS AND PHILANTHROPY Highest-paid employee | 40 | $113,544 | $5,319 |
| JOHN MAYER | DIRECTOR, APPRENTICESHIP AND JMHP Highest-paid employee | 40 | $116,767 | $733 |
| GEN JOSEPH DUNFORD JR | USMC (RET.) CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| WENDY LETHIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| EDWARD KIM FOLEY III | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ANNETTE CONWAY | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| GEN JOHN PAXTON JR USMC RET | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JASON AIKEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ROBERT BOWLIN CPA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| VADM C FORREST FAISON III | USN (RET.) DIRECTOR Trustee or director | 5 | $0 | $0 |
| RICHARD WELLS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| COL JAMES WEISKOPF USA RET | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SGTMJ CARLTON KENT USMC RET | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LAURA MITCHELL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GEN MICHAEL GARRETT USA RET | DIRECTOR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 715 BROADWAY ST, QUANTICO, VA 22134-5176
- In care of
- % KAREN GUENTHER
- Principal officer (990 for 2024)
- KAREN GUENTHER, 825 COLLEGE BLVD SUITE 102 PMB 609, OCEANSIDE, CA 92057
- Signed the 990
- KAREN GUENTHER, PRESIDENT, CEO & FOUNDER
- Phone
- (760) 725-3680
- Website
- WWW.THEFUND.ORG
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
Mission
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.
Program accomplishments
- 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.Expenses $33,051,559 · grants $19,887,178
- 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.Expenses $9,058,953 · grants $5,600,449
- 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.Expenses $7,771,243 · grants $3,812,082
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
- 26-0086305
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E86)
- Assets (IRS master file)
- $44,537,704
- Income (IRS master file)
- $82,853,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $56,599,765 | $55,812,821 | $44,537,704 | XML |
| 990 | June 2024 | $58,617,719 | $57,094,245 | $41,550,729 | XML |
| 990 | June 2023 | $49,881,908 | $49,614,124 | $38,032,453 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 26-0086305).
Questions about SEMPER FI & AMERICAS FUND
- What is the EIN of SEMPER FI & AMERICAS FUND?
- The employer identification number (EIN) of SEMPER FI & AMERICAS FUND is 26-0086305.
- Is SEMPER FI & AMERICAS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SEMPER FI & AMERICAS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SEMPER FI & AMERICAS FUND 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 SEMPER FI & AMERICAS FUND 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 SEMPER FI & AMERICAS FUND 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 SEMPER FI & AMERICAS FUND?
- The 990 for the year ended June 30, 2025 names KAREN GUENTHER.
- Who are the officers and directors of SEMPER FI & AMERICAS FUND?
- The 990 for the year ended June 30, 2025 lists 24 people; 10 received compensation from the organization, the highest $295,147 (KAREN GUENTHER, DIRECTOR, PRESIDENT & FOUNDER).
- How much revenue does SEMPER FI & AMERICAS FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $56,599,765, expenses of $55,812,821 and total assets of $44,537,704 at year end.
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