SERVICESOURCE FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SERVICESOURCE FOUNDATION INC (EIN 20-1438270)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201803189349307265
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:02:22-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201438270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICESOURCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 7034616000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10467 WHITE GRANITE DRIVE | AddressLine1Txt |
| City | OAKTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HODGE | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 7034616000 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 12:18:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C094809E1B7091F026DF4A8AB44F39DF27D1C5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET SAMUELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10467 WHITE GRANITE DRIVE | AddressLine1Txt |
| City | OAKTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,331,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SERVICESOURCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FUNDING TO SUPPORT UNFUNDED OR UNDER-FUNDED PROGRAMS FOR PEOPLE WITH DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,365,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,314,881 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $205 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,995 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,366,053 | PYTotalRevenueAmt |
| CY Total Revenue | $4,331,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,117,442 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,415,954 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,938 | PYOtherExpensesAmt |
| CY Other Expenses | $14,273 | CYOtherExpensesAmt |
| PY Total Expenses | $1,159,380 | PYTotalExpensesAmt |
| CY Total Expenses | $1,430,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $206,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,901,649 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,666,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,537,471 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,637 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,666,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,534,834 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE FUNDING TO SUPPORT UNFUNDED OR UNDER-FUNDED PROGRAMS FOR PEOPLE WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,415,954 | ExpenseAmt |
| Grant | $1,415,954 | GrantAmt |
| Desc | SEE SCHEDULE O.THE SERVICESOURCE FOUNDATION IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION THAT WAS ESTABLISHED IN 2004 TO SUPPORT THE PROGRAMS AND PEOPLE OF SERVICESOURCE, INC., A 501(C)(3) THAT SUPPORTS PEOPLE WITH DISABILITIES THROUGH INNOVATIVE AND VALUED EMPLOYMENT, TRAINING, HABILITATION, AND SUPPORT SERVICES. THE SERVICESOURCE FOUNDATION IS A SEPARATE 501(C)(3) ORGANIZATION GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES. NINETY-NINE (99) CENTS OF EVERY DOLLAR DONATED TO THE SERVICESOURCE FOUNDATION IS USED IN DIRECT SUPPORT OF THE PEOPLE AND PROGRAMS OF SERVICESOURCE. THE SERVICESOURCE FOUNDATION OFTEN PROVIDES START-UP FUNDING FOR NEW INITIATIVES AND/OR GAP FUNDING FOR UNFUNDED AND UNDER-FUNDED PROGRAMS. RECENT AND ONGOING FUNDRAISING EFFORTS INCLUDE:- THE CREATION OF A PLANNED GIVING COUNCIL TO ASSIST DONORS AND SUPPORTERS IN LEAVING THEIR LEGACIES.- A DOLLAR FOR DOLLAR MATCH CAMPAIGN TO CREATE A $5 MILLION COMMUNITY ASSISTANCE ENDOWMENT. THE ENDOWMENT WILL PROVIDE RESOURCES AND SCHOLARSHIPS TO INDIVIDUALS AND FAMILIES WHO OTHERWISE DO NOT HAVE THE NECESSARY FUNDING FOR SUPPORTS SUCH AS IN-HOME CARE, EMPLOYMENT BARRIER REMOVAL AND ASSISTIVE TECHNOLOGY. - SUCCESSFUL COMPLETION OF THE FRIENDSHIP HOUSE FAYETTEVILLE CAPITAL CAMPAIGN, WHICH RAISED MORE THAN $1 MILLION IN CASH AND IN-KIND CONTRIBUTIONS. THE CAMPAIGN HAS FUNDED BUILDING AN INTENTIONAL LIVING COMMUNITY THAT PROVIDES AFFORDABLE AND INTEGRATED HOUSING FOR PEOPLE WITH DISABILITIES WHO LIVE AS ROOMMATES WITH HEALTHCARE PROFESSIONAL STUDENTS IN FAYETTEVILLE, NORTH CAROLINA.MORE THAN $11.7 MILLION HAS BEEN RAISED SINCE THE INCEPTION OF THE FOUNDATION. PROGRAMS FUNDED BY THE FOUNDATION INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: - EXPRESSIVE THERAPIES SUCH AS MUSIC, ART, DANCE, YOGA AND THERAPEUTIC HORSEBACK RIDING ARE UTILIZED BY HUNDREDS OF INDIVIDUALS EACH YEAR WHO ARE ENROLLED IN OUR LONG-TERM AND COMMUNITY INTEGRATION SERVICES PROGRAMS. - FAMILY SUPPORT SERVICES TO HELP PREPARE INDIVIDUALS AND THEIR FAMILIES FOR LIFE'S TRANSITIONS BY DEVELOPING STRATEGIES TO SUPPORT THEM THROUGH PLANNED AND UNEXPECTED LIFE CHANGES. FAMILY SUPPORT SERVICES ALSO OFFERS A ROBUST COMMUNITY SUPPORT PROGRAM TO ASSIST EACH INDIVIDUAL IN NAVIGATING A VARIETY OF COMMUNITY SETTINGS AND INCREASING THEIR OVERALL LEVEL OF INDEPENDENCE.- AUTISM SPECTRUM SERVICES PROGRAMS THAT PROVIDE WRAP AROUND SUPPORTS FOR INDIVIDUALS ON THE AUTISM SPECTRUM, HELPING INDIVIDUALS GAIN WORK SKILLS AND INDEPENDENCE THROUGH JOB PLACEMENT SERVICES. THE FOUNDATION CONTINUES TO PROVIDE GAP-FUNDING FOR THIS PROGRAM, WHICH HAS GROWN EXTENSIVELY SINCE INCEPTION. - OUR COMPREHENSIVE WARRIOR BRIDGE PROGRAM FOR VETERANS. THROUGH CASE MANAGEMENT, JOB PLACEMENT SERVICES, HOUSING, AND RESOURCE PROVISIONS THROUGH THE VETERANS MALL, SERVICESOURCE SUPPORTS HUNDREDS OF VETERANS EACH YEAR. - VOLUNTEER SERVICES, WHICH COORDINATES OPPORTUNITIES FOR VOLUNTEERS TO INTERACT WITH AND BRING CREATIVE PROGRAMS TO SERVICESOURCE PARTICIPANTS AND PEOPLE WITH DISABILITIES TO VOLUNTEER WITHIN OUR LOCAL COMMUNITIES. | Desc |
| Total Program Service Expenses | $1,415,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATE HOOVER VP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034616000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10467 WHITE GRANITE DRIVE | AddressLine1Txt |
| City | OAKTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE WARDINSKI | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOYCE | ||||||||
| VICE CHAIR (UNTIL 09/2017) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NINO R VAGHI | ||||||||
| SECRETARY & TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHOEBE CRAVEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES L FRANCIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD NELSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE E POWELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR RALPH W SHRADER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE LEE | ||||||||
| TRUSTEE (UNTIL 09/2017) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J WARREN GORRELL JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET SAMUELSON | ||||||||
| PRESIDENT & CEO | 2.00 | Yes (X) | $0 | $477,157 | $26,204 | 38.00 | ||
| DAVID HODGE | ||||||||
| EXECUTIVE VP & CFO | 2.00 | Yes (X) | $0 | $395,784 | $3,732 | 38.00 | ||
| LISA WARD | ||||||||
| EXECUTIVE DIRECTOR - FOUNDATION | 2.00 | $0 | $259,879 | $26,871 | 38.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,132,820 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $422,008 | FundraisingAmt |
| Related Organizations | $144,181 | RelatedOrganizationsAmt |
| All Other Contributions | $3,748,692 | AllOtherContributionsAmt |
| Noncash Contributions | $3,008,030 | NoncashContributionsAmt |
| Total Contributions | $4,314,881 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,995 | TotalRevenueColumnAmt |
| Exclusion | $16,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $422,008 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,331,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,995 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,954 | TotalAmt |
| Program Services | $1,415,954 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,349 | TotalAmt |
| Management And General | $9,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,924 | TotalAmt |
| Management And General | $4,924 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430,227 | TotalAmt |
| Program Services | $1,415,954 | ProgramServicesAmt |
| Management And General | $14,273 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,763,755 | BOYAmt |
| EOY | $2,060,919 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,675 | BOYAmt |
| EOY | $87,385 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065 | BOYAmt |
| EOY | $2,492,986 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,574,794 | BOYAmt |
| EOY | $3,896,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,666,289 | BOYAmt |
| EOY | $8,537,471 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,637 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,744 | BOYAmt |
| EOY | $2,862,058 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,750,545 | BOYAmt |
| EOY | $5,672,776 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,666,289 | BOYAmt |
| EOY | $8,534,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,666,289 | BOYAmt |
| EOY | $8,537,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,901,649 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$33,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,111,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $811,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,365,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,314,881 | CurrentTaxYearAmt |
| Total | $8,674,062 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,111,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $811,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,365,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,314,881 | CurrentTaxYearAmt |
| Total | $8,674,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $919,564 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,754,498 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,995 | CurrentTaxYearAmt |
| Total | $88,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,762,650 | TotalSupportAmt |
| Public Support CY170 | 0.88490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,395,027 | BeginningYearBalanceAmt |
| Contributions | $971,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,419,425 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $333,767 | OtherExpendituresAmt |
| Administrative Expenses | $25,000 | AdministrativeExpensesAmt |
| End Year Balance | $26,337,146 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,498,672 | BeginningYearBalanceAmt |
| Contributions | $177,306 | ContributionsAmt |
| Investment Earnings Or Losses | $1,540,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,706,267 | OtherExpendituresAmt |
| Administrative Expenses | $24,990 | AdministrativeExpensesAmt |
| End Year Balance | $24,395,027 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,869,034 | BeginningYearBalanceAmt |
| Contributions | $684,625 | ContributionsAmt |
| Investment Earnings Or Losses | $523,575 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $463,573 | OtherExpendituresAmt |
| Administrative Expenses | $24,989 | AdministrativeExpensesAmt |
| End Year Balance | $25,498,672 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,358,456 | BeginningYearBalanceAmt |
| Contributions | $6,974,748 | ContributionsAmt |
| Investment Earnings Or Losses | $1,051,206 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,387 | OtherExpendituresAmt |
| Administrative Expenses | $24,989 | AdministrativeExpensesAmt |
| End Year Balance | $24,869,034 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,714,040 | BeginningYearBalanceAmt |
| Contributions | $1,287,251 | ContributionsAmt |
| Investment Earnings Or Losses | $2,026,945 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $584,872 | OtherExpendituresAmt |
| Administrative Expenses | $24,908 | AdministrativeExpensesAmt |
| End Year Balance | $17,358,456 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SERVICESOURCE, INC. | $305,046 |
| GRANT ADVANCE TO SERVICESOURCE, INC. | $3,591,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,896,181 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,298,772 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$33,104 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$33,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,331,876 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,331,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,430,227 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,430,227 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,430,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED AND QUASI-ENDOWMENTS FUNDS CONSIST OF MARKETABLE SECURITIES HELD BY SERVICESOURCE, INC., CENTRAL FAIRFAX SERVICES, INC. AND OPPORTUNITY CENTER, INC. THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. IN ADDITION, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION, INC. HAS DESIGNATED $200,000 AND $1,950,000 FOR THE FRIENDSHIP HOUSE AND DISABILITY RESOURCE CENTER, RESPECTIVELY. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2018. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE TASTING | Event1Nm |
| Gross Receipts Event1 | $422,008 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $422,008 | CharitableContriEvent1Amt |
| Gross Receipts Total | $422,008 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $422,008 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SERVICESOURCE INC | |||||||
| 10467 WHITE GRANITE DRIVE | OAKTON | VA | 22124 | 540901256 | 501(C)(3) | $1,121,555 | CONTRIBUTION TO FURTHER SUPPORT THE PROGRAMS OF SERVICESOURCE, INC. |
| CENTRAL FAIRFAX SERVICES INC | |||||||
| 6850 COMMERCIAL DRIVE | SPRINGFIELD | VA | 22151 | 540855731 | 501(C)(3) | $150,000 | CONTRIBUTION TO FURTHER SUPPORT THE PROGRAMS OF CENTRAL FAIRFAX SERVICES, INC. |
| EMPLOYMENT SOURCE INC | |||||||
| 600 AMES STREET | FAYETTEVILLE | NC | 28301 | 562253814 | 501(C)(3) | $80,000 | CONTRIBUTION TO FURTHER SUPPORT THE WARRIOR BRIDGE PROGRAM OF EMPLOYMENT SOURCE, INC. |
| HOMES FOR INDEPENDENCE | |||||||
| 2735 WHITNEY DRIVE | CLEARWATER | FL | 33760 | 593342379 | 501(C)(3) | $12,667 | CONTRIBUTION TO PROVIDE HURRICANE RELIEF AND FURTHER SUPPORT THE PROGRAMS OF HOMES FOR INDEPENDENCE INC. |
| ABILITIES INC OF FLORIDA | |||||||
| 2735 WHITNEY DRIVE | CLEARWATER | FL | 33760 | 590874493 | 501(C)(3) | $12,303 | CONTRIBUTION TO FURTHER SUPPORT THE VETERAN'S ASSISTANCE PROGRAM OF ABILITIES, INC. OF FLORIDA |
| BREVARD ACHIEVEMENT CENTER | |||||||
| 1845 COGSWELL STREET | ROCKLEDGE | FL | 32955 | 591203280 | 501(C)(3) | $10,000 | CONTRIBUTION TO PROVIDE HURRICANE RELIEF AND FURTHER SUPPORT THE PROGRAMS OF BREVARD ACHIEVEMENT CENTER |
| OPPORTUNITY CENTER INC | |||||||
| 10467 WHITE GRANITE DRIVE | OAKTON | VA | 22124 | 510079778 | 501(C)(3) | $8,000 | CONTRIBUTION TO FURTHER SUPPORT THE AUTISM PROGRAM OF OPPORTUNITY CENTER, INC. |
| CORPORATE SOURCE | |||||||
| 1225 FRANKLIN AVENUE SUITE 335 | GARDEN CITY | NY | 11530 | 133882284 | 501(C)(3) | $6,366 | CONTRIBUTION TO PROVIDE HURRICANE RELIEF AND FURTHER SUPPORT THE PROGRAMS OF CORPORATE SOURCE, INC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS FROM THE ORGANIZATION ARE TYPICALLY MADE TO RELATED NON-PROFIT ORGANIZATIONS UNDER THE SERVICESOURCE "UMBRELLA". ACCORDINGLY, THE USE OF GRANT FUNDS IS MONITORED BY SENIOR EXECUTIVES WITH DIRECT KNOWLEDGE OF THE INTENDED PURPOSE OF THE GRANT FUNDS TO ENSURE COMPLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANET SAMUELSON | ||||||||||||||
| PRESIDENT & CEO | $0 | $379,960 | $0 | $86,000 | $0 | $11,197 | $0 | $0 | $0 | $26,204 | $0 | $503,361 | $0 | $0 |
| DAVID HODGE | ||||||||||||||
| EXECUTIVE VP & CFO | $0 | $317,266 | $0 | $75,000 | $0 | $3,518 | $0 | $0 | $0 | $3,732 | $0 | $399,516 | $0 | $0 |
| LISA WARD | ||||||||||||||
| EXECUTIVE DIRECTOR - FOUNDATION | $0 | $209,109 | $0 | $50,000 | $0 | $770 | $0 | $0 | $0 | $26,871 | $0 | $286,750 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,008,030 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | TRUSTEES ARE APPOINTED TO THE BOARD BY THE CEO OF SERVICESOURCE, INC. IN ACCORDANCE WITH THE BYLAWS AND ARTICLES OF INCORPORATION OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE EXTENSIVE INTERNAL REVIEW, THE RETURNS ARE MADE AVAILABLE TO THE MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW, COMMENTS, CONCURRENCE, AND REQUEST FOR A FORMAL MEETING PRIOR TO FILING, IF DEEMED NECESSARY. THE FINAL 990 RETURN IS POSTED TO THE ORGANIZATION'S WEBSITE FOR INTERNAL USE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A DISCLOSURE FORM IDENTIFYING BUSINESS INTERESTS, EMPLOYMENT RELATIONSHIPS AND PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. SERVICESOURCE HAS SPECIFIC BOARD-LEVEL POLICIES REGARDING DISCLOSURE OF CONFLICT OF INTEREST FOR BOARD MEMBERS. THE CHAIR OF THE BOARD AND THE CEO REGULARLY REVIEW THE COMPOSITION OF THE BOARD FOR ANY POTENTIAL CONFLICTS OF INTERESTS AND CONSULT WITH LEGAL COUNSEL IF NECESSARY. THE BOARD CHAIR MAY ASK THE INVOLVED INDIVIDUAL TO RECUSE THEMSELVES DURING DISCUSSIONS ON ANY MATTER RELATING TO A POTENTIAL CONFLICT OF INTEREST. SERVICESOURCE MAINTAINS BUSINESS CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES THAT ALL EMPLOYEES ARE REQUIRED TO FOLLOW. ALL KEY EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO PARTICIPATE IN ANNUAL TRAINING ON THE ORGANIZATION'S CODE OF BUSINESS ETHICS, INCLUDING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII AND SCHEDULE J: | SERVICESOURCE FOUNDATION, INC. DOES NOT COMPENSATE ANYONE SHOWN IN PART VII OF THE FORM 990 OR SCHEDULE J, PART II. THE COMPENSATION SHOWN IN THESE SECTIONS IS PAID BY SERVICESOURCE, INC., THE ORGANIZATION'S RELATED ORGANIZATION. SERVICESOURCE FOUNDATION, INC. RELIES ON THE COMPENSATION DETERMINATION METHODOLOGY OF SERVICESOURCE, INC. THE FOLLOWING IS THE COMPENSATION METHODOLOGY USED BY SERVICESOURCE, INC.: COMPENSATION FOR SERVICESOURCE'S CEO IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS INDEPENDENT DETERMINATION INCLUDES THE USE OF DATA FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS AND THE COMPENSATION ARRANGEMENT IS DOCUMENTED WHEN DECIDED BY THE BOARD OF DIRECTORS. AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTS AN EXECUTIVE SALARY SURVEY FOR ALL SENIOR EXECUTIVES ON AN ANNUAL BASIS, WITH THE RESULTS OF THE SURVEY BEING REVIEWED AND CONSIDERED BY THE BOARD OF DIRECTORS FOR DETERMINATION OF THE CEO'S COMPENSATION. COMPENSATION FOR OTHER OFFICERS ARE ALSO DETERMINED BASED ON EXECUTIVE PAY STUDIES AND AN EXECUTIVE SALARY SURVEY CONDUCTED BY A LEADING CONSULTING FIRM THAT ARE CONDUCTED ANNUALLY. COMPENSATION FOR OTHER KEY EMPLOYEES AND EXECUTIVES ARE DETERMINED BASED ON PERIODIC MARKET ANALYSIS. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART VIII STATEMENT OF REVENUE: | THE SERVICESOURCE FOUNDATION, INC. IS RELATED TO AND GOVERNED BY SERVICESOURCE, INC. THROUGH BOARD CONTROL AND IS THE CHARITABLE ARM OF SERVICESOURCE'S OPERATIONS. THERE IS CURRENTLY AN ARRANGEMENT BETWEEN THE FOUNDATION AND SERVICESOURCE SUCH THAT COSTS ASSOCIATED WITH ADMINISTRATIVE AND FUNDRAISING ACTIVITIES ARE INCURRED AND PAID FOR BY SERVICESOURCE, INC., WHILE THE CONTRIBUTIONS MADE AS A RESULT OF ANY FUNDRAISING ACTIVITIES ARE RECEIVED BY AND RECORDED IN THE SERVICESOURCE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABILITIES AT BARTONS LANDING INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 510614539 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT BRIAR CLIFF INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 341979530 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT CASABLANCA INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593555080 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT COLLEGE PINES INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 223849262 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT CRESTVIEW INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 311765941 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT CRESTVIEW II INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 454134490 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT CUMBERLAND TOWERS INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 261686054 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT EAGLES NEST INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 510530353 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT ENGLISH PARK INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 510530355 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT FOUNTAIN SQUARE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593317443 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT MORNINGSIDE II INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 273201131 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT MORNINGSIDE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593317445 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT PARKLANE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593617978 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT SAN JUAN II INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 510491999 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT SAN JUAN INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 550807511 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT ST ANDREWS COVE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 223849222 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT WINDJAMMER I & II INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593352353 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT WINDOVER INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593555082 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES AT WOODSIDE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593352350 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| ABILITIES INC OF FLORIDA | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 590874493 | TO SERVE THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| CENTRAL FAIRFAX SERVICES INC | |||||||||||
| 6860 COMMERCIAL DRIVE | SPRINGFIELD | VA | 22151 | 540855731 | TO SERVE THOSE WITH DISABILITIES | VA | 501(C)(3) | LINE 2 | SERVICESOURCE INC | 0 | |
| EMPLOYMENT SOURCE INC | |||||||||||
| 600 AMES STREET | FAYETTEVILLE | NC | 28301 | 562253814 | PROVIDE EMPLOYMENT, TRAINING & OTHER SERVICES TO PERSONS WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| HOMES FOR INDEPENDENCE INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 593342379 | TO SERVE THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 7 | SERVICESOURCE INC | 0 | |
| HOMES FOR INDEPENDENCE INC (NC) | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 262833829 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| HOMES FOR INDEPENDENCE SPACE COAST INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 262799386 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| HOMES FOR INDEPENDENCE INC (DELAWARE) | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 274867827 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | DE | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| HOMES FOR INDEPENDENCE INC (VIRGINIA) | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 274868301 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | VA | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| OPPORTUNITY CENTER INC | |||||||||||
| 3030 BOWERS STREET | WILMINGTON | DE | 19802 | 510079778 | TO SERVE THOSE WITH DISABILITIES | DE | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| SERVICESOURCE EMPLOYMENT SERVICES INC | |||||||||||
| 10467 WHITE GRANITE DRIVE | OAKTON | VA | 22124 | 562226062 | TO SERVE THOSE WITH DISABILITIES | NC | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| SERVICESOURCE INC | |||||||||||
| 10467 WHITE GRANITE DRIVE | OAKTON | VA | 22124 | 540901256 | TO SERVE THOSE WITH DISABILITIES | VA | 501(C)(3) | LINE 11 | 0 | N/A | |
| ABILITIES AT SIERRA APARTMENTS INC | |||||||||||
| 2735 WHITNEY ROAD | CLEARWATER | FL | 33760 | 650462958 | TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES | FL | 501(C)(3) | LINE 11 | SERVICESOURCE INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II: | FormAndLineReferenceDesc |
| Explanation | THE SERVICESOURCE FOUNDATION IS A 501(C)(3) ORGANIZATION GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES. THE FOUNDATION RAISES MONEY IN SUPPORT OF SERVICESOURCE - AN AFFILIATION OF FIVE NOT-FOR-PROFIT 501(C)(3) ORGANIZATIONS THAT ARE SEPARATE LEGAL ENTITIES, BUT GOVERNED BY A SHARED VOLUNTEER BOARD OF DIRECTORS AND COMMONLY BRANDED AS "SERVICESOURCE." GENERAL CORPORATE AND OVERHEAD EXPENSES AND SALARIES ARE SPREAD ACROSS FOUR REGIONAL OFFICES ACCORDING TO APPROPRIATE ALLOCATION METHODOLOGY AND BASED ON THE PERCENTAGE OF SUPPORT TO THE SPECIFIC REGIONAL OFFICE. THIS STRUCTURE ALLOWS FOR MAINTENANCE OF MUCH LOWER CORPORATE OVERHEAD RATE AS A PERCENTAGE OF REVENUE TO ENSURE THAT ADEQUATE FUNDS ARE DIRECTED SPECIFICALLY TO PROGRAM OPERATIONS. SERVICESOURCE IS OPERATIONALLY COMPRISED OF THE VIRGINIA REGIONAL OFFICE BASED IN OAKTON, VIRGINIA; THE FLORIDA REGIONAL OFFICE IN CLEARWATER, FLORIDA; THE NORTH CAROLINA REGIONAL OFFICE IN FAYETTEVILLE, NORTH CAROLINA; AND THE DELAWARE REGIONAL OFFICE IN WILMINGTON, DELAWARE. WITH OPERATIONS IN TEN STATES AND THE DISTRICT OF COLUMBIA, SERVICESOURCE COLLECTIVELY SERVES MORE THAN 25,000 INDIVIDUALS WITH DISABILITIES ANNUALLY THROUGH A RANGE OF INNOVATIVE AND VALUED EMPLOYMENT, TRAINING, HABILITATION, HOUSING AND OTHER SUPPORT SERVICES. | ExplanationTxt |
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