Semper Fi & Americas Fund
- Assets
- $38.0m
- Revenue
- $49.9m
- Investments
- $0.0
- Employees
- 203
- Location
- Oceanside, CA
- Founding
- 06/2004
- Data as of
- 06/2023
- EIN
- 26-0086305
Organization Overview
Semper Fi & Americas Fund is located in Oceanside, CA. The organization was established in 2004. According to its NTEE Classification (E86) the organization is classified as: Patient & Family Support, under the broad grouping of Health Care and related organizations. As of 06/2023, Semper Fi & Americas Fund employed 203 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Semper Fi & Americas Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Semper Fi & Americas Fund generated $49.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $49.6m during the year ending 06/2023. While expenses have increased by 8.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Semper Fi & Americas Fund has awarded 28 individual grants totaling $2,445,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
ASSIST WOUNDED, ILL & INJURED SERVICE MEMBERS, VETERANS & MILITARY FAMILIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 2023, SEMPER FI & AMERICA'S FUND PROVIDED FAMILY SUPPORT GRANTS TO 10,900 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES.
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 2023, SEMPER FI & AMERICA'S FUND PROVIDED WELLNESS GRANTS TO 2,800 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES.
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 2023, SEMPER FI & AMERICA'S FUND PROVIDED TRANSITION GRANTS TO 1,800 SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gen Joseph Dunford Jr Usmc (ret.) Chairman | OfficerTrustee | 10 | $0 |
Annette Conway Vice Chairman | OfficerTrustee | 10 | $0 |
Edward Kim Foley III Treasurer | OfficerTrustee | 10 | $0 |
Wendy Lethin Ret Sept 2022 Secretary And Evp | OfficerTrustee | 40 | $140,494 |
Karen Guenther President & Founder | OfficerTrustee | 40 | $257,732 |
Jason Aiken Director | Trustee | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Loma Media Partners Marketing, Communications, Website Desig | 6/29/23 | $274,838 |
The Retreat At Artesian Lakes Unit Reunions Lodging/food/activities | 6/29/23 | $224,548 |
Sysarc Inc It Services | 6/29/23 | $213,713 |
Pinkston Marketing, Communications, Website Desig | 6/29/23 | $204,690 |
Prism Color Corp Printing | 6/29/23 | $152,306 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $723,151 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $48,749,642 |
| Noncash contributions included in lines 1a–1f | $751,809 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $49,472,793 |
| Total Program Service Revenue | $0 |
| Investment income | $773,205 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$237,837 |
| Net Income from Fundraising Events | -$127,908 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $1,655 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $49,881,908 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $122,837 |
| Grants and other assistance to domestic individuals. | $29,367,349 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,083,933 |
| Compensation of current officers, directors, key employees. | $378,297 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,443,847 |
| Pension plan accruals and contributions | $137,148 |
| Other employee benefits | $1,353,857 |
| Payroll taxes | $1,029,157 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $46,100 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $95,849 |
| Fees for services: Other | $1,121,024 |
| Advertising and promotion | $0 |
| Office expenses | $134,107 |
| Information technology | $279,624 |
| Royalties | $0 |
| Occupancy | $216,977 |
| Travel | $682,760 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $189,815 |
| Insurance | $141,750 |
| All other expenses | $0 |
| Total functional expenses | $49,614,124 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,777,244 |
| Savings and temporary cash investments | $5,685,814 |
| Pledges and grants receivable | $7,420,000 |
| Accounts receivable, net | $136,562 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,860,327 |
| Net Land, buildings, and equipment | $183,954 |
| Investments—publicly traded securities | $19,855,428 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $113,124 |
| Other assets | $0 |
| Total assets | $38,032,453 |
| Accounts payable and accrued expenses | $1,298,791 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,298,791 |
| Net assets without donor restrictions | $22,098,041 |
| Net assets with donor restrictions | $14,635,621 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $38,032,453 |
Grants Awarded
Over the last fiscal year, Semper Fi & Americas Fund has awarded $575,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
NAVY WOUNDED WARRIOR PROGRAM PURPOSE: NAVY WOUNDED WARRIOR GAMES AND WARRIOR CARE MONTH | $50,000 |
FISHER HOUSE PURPOSE: WARRIOR GAMES 2021 | $100,000 |
USO PURPOSE: USO EASTERN EUROPE, USO EXPERIENCE 2022 AND USO EUROPE PROGRAM IN A BOX | $175,000 |
NATIONAL ASSOCIATION TO PROTECT CHILDREN PURPOSE: TRAIN INJURED VETERANS IN COUNTER-CHILD EXPLOITATION & DIGITAL FORENSIC | $250,000 |