SEMPER FI & AMERICA'S FUND (EIN 260086305) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

KAREN GUENTHER

Phone

7607253680

Tax Period

2024-07-01 to 2025-06-30

SEMPER FI & AMERICA'S FUND, founded in 2004, is a mid-sized nonprofit in the Health Care sector that reported $56.6M in total revenue in fiscal year 2024.

Mission

ASSIST WOUNDED, ILL & INJURED SERVICE MEMBERS, VETERANS & MILITARY FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $55,590,590

Program Service Revenue $0

Investment Income $1,202,537

Other Revenue $-193,362

TOTAL REVENUE $56,599,765

Expense Breakdown

Grants Paid $29,299,709

Salaries & Benefits $21,118,172

Fundraising Expenses $1,909,760

Program Expenses $49,881,755

Other Expenses $5,394,940

TOTAL EXPENSES $55,812,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,599,765	$58,617,719	0.0%
Expenses	$55,812,821	$57,094,245	0.0%
Net Income	$786,944	$1,523,474	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

218

Volunteers

1000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$709,848

Total Directors

$304,458

Key Employees

$456,950

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN GUENTHER	DIRECTOR, PRESIDENT & FOUNDER	40.00	Officer Director	$295,147	$9,311	$304,458
ANNETTE CONWAY RETIRED 32025	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
GEN JOSEPH DUNFORD JR	USMC (RET.) CHAIRMAN	5.00	Officer Director	$0	$0	$0
GEN JOHN PAXTON JR USMC RET	DIRECTOR	5.00	Officer Director	$0	$0	$0
EDWARD KIM FOLEY III	TREASURER	5.00	Officer Director	$0	$0	$0
VADM C FORREST FAISON III	USN (RET.) DIRECTOR	5.00	Director	$0	$0	$0
ROBERT BOWLIN CPA	DIRECTOR	5.00	Director	$0	$0	$0
COL JAMES WEISKOPF USA RET	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD WELLS	DIRECTOR	5.00	Director	$0	$0	$0
WENDY LETHIN	DIRECTOR	5.00	Director	$0	$0	$0
JASON AIKEN	DIRECTOR	5.00	Director	$0	$0	$0
LAURA MITCHELL	DIRECTOR	5.00	Director	$0	$0	$0
SGTMJ CARLTON KENT USMC RET	DIRECTOR	5.00	Director	$0	$0	$0
GEN MICHAEL GARRETT USA RET	DIRECTOR	5.00	Director	$0	$0	$0
STEPHEN WASSER	CHIEF OF DEVELOPMENT	40.00	Officer	$0	$0	$0
SAMUEL JACKSON	SECRETARY AND CHIEF LEGAL	40.00	Officer	$167,677	$12,988	$180,665
TOM BENOIT	CHIEF FINANCIAL OFFICER	40.00	Officer	$200,677	$24,048	$224,725
SUSAN ROCCO	EXECUTIVE VICE PRESIDENT	40.00	Key Emp	$214,463	$14,421	$228,884
SONDRIA SAYLOR	EXECUTIVE VICE PRESIDENT	40.00	Key Emp	$214,046	$14,020	$228,066
JEFFREY PLUMMER	SENIOR DIRECTOR, BUSINESS OPERATIONS	40.00	Highest	$124,285	$1,889	$126,174
JESSICA LASKO	SENIOR DIRECTOR, HUMAN RESOURCES	40.00	Highest	$131,401	$6,536	$137,937
DR LARITTA PAOLINI	DIRECTOR, WELLNESS PROGRAM	40.00	Highest	$149,840	$13,388	$163,228
COURTNEY TURNER	CHIEF OF DONOR RELATIONS/PHILANTHROPY	40.00	Highest	$127,476	$6,116	$133,592
JOHN MAYER	DIRECTOR, APPRENTICESHIP AND JMHP	40.00	Highest	$129,439	$762	$130,201

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$56,599,765	$55,812,821	$44,537,704	$786,944
2024	$58,617,719	$57,094,245	$41,550,729	$1,523,474
2023	$49,881,908	$49,614,124	$38,032,453	$267,784
2022	$52,627,529	$50,835,334	$37,365,164	$1,792,195
2021	$48,350,789	$41,796,122	$43,205,884	$6,554,667
2019	$39,057,618	$36,493,749	$33,130,469	$2,563,869
2018	$40,405,463	$34,313,614	$29,798,941	$6,091,849

SEMPER FI & AMERICA'S FUND