SERVICESOURCE FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SERVICESOURCE FOUNDATION INC (EIN 20-1438270)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-17
IRS object ID
202631079349301613
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-17T17:10:45-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582676261PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rogers & Company PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Boulevard Suite 600AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201438270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ServiceSource Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSERVBusinessNameControlTxt
Phone7034616000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110467 White Granite DriveAddressLine1Txt
CityOaktonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNate HooverPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone7034616000PhoneNum
Signature2026-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYong Zhang CPAPreparerPersonNm
PTINP01249785PTIN
Phone7038930300PhoneNum
Preparation2026-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKenneth CrumPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110467 White Granite DriveAddressLine1Txt
CityOaktonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22124ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,656,662GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.servicesource.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTo provide funding to support unfunded and underfunded programs for people with disabilities.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,313,123PYContributionsGrantsAmt
CY Contributions Grants$2,173,504CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$474,881PYInvestmentIncomeAmt
CY Investment Income$483,158CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,788,004PYTotalRevenueAmt
CY Total Revenue$2,656,662CYTotalRevenueAmt
PY Grants And Similar Paid$2,103,092PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,253,780CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$37,763PYOtherExpensesAmt
CY Other Expenses$45,649CYOtherExpensesAmt
PY Total Expenses$2,140,855PYTotalExpensesAmt
CY Total Expenses$1,299,429CYTotalExpensesAmt
PY Revenues Less Expenses-$352,851PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,357,233CYRevenuesLessExpensesAmt
Total Assets BOY$16,408,553TotalAssetsBOYAmt
Total Assets EOY$18,656,094TotalAssetsEOYAmt
Total Liabilities BOY$4,746TotalLiabilitiesBOYAmt
Total Liabilities EOY$295,184TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,403,807NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,360,910NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo provide funding to support unfunded and underfunded programs for people with disabilities.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,253,780ExpenseAmt
Grant$1,253,780GrantAmt
DescSee Schedule O.Desc
Total Program Service Expenses$1,253,780TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nate Hoover CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034616000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110467 White Granite DriveAddressLine1Txt
CityOaktonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22124ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
Bruce Wardinski
Chairman2.00Yes (X)Yes (X)$0$0$0
Michelle Lee
Vice Chair2.00Yes (X)Yes (X)$0$0$0
Albert Wu
Secretary & Treasurer2.00Yes (X)Yes (X)$0$0$0
Phoebe Craven
Trustee2.00Yes (X)$0$0$0
Mark Crisler
Trustee2.00Yes (X)$0$0$0
Sean DellOrto
Trustee2.00Yes (X)$0$0$0
James L Francis
Trustee2.00Yes (X)$0$0$0
Elizabeth Hall
Trustee2.00Yes (X)$0$0$0
Ryan Hymel
Trustee2.00Yes (X)$0$0$0
Brad Nelson
Trustee2.00Yes (X)$0$0$0
Dale Powell
Trustee2.00Yes (X)$0$0$0
Janet Samuelson
Trustee2.00Yes (X)$0$0$0
Dr Ralph W Shrader
Trustee2.00Yes (X)$0$0$0
Joe J Sorota Jr Esq
Trustee2.00Yes (X)$0$0$0
Paul Thieberger
Trustee2.00Yes (X)$0$0$0
Tiffany Washkewicz
Trustee2.00Yes (X)$0$0$0
Bruce Patterson
President/CEO2.00Yes (X)$0$626,455$41,83038.00
Lisa Ward
Executive Vice President2.00Yes (X)$0$329,741$45,03938.00
Nathaniel Hoover
Chief Financial Officer2.00Yes (X)$0$375,824$1,96238.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,332,020TotReportableCompRltdOrgAmt
Total Other Compensation$88,831TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$98,814RelatedOrganizationsAmt
All Other Contributions$2,074,690AllOtherContributionsAmt
Total Contributions$2,173,504TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$483,158TotalRevenueColumnAmt
Exclusion$483,158ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,656,662TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$483,158ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,216,310TotalAmt
Program Services$1,216,310ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$37,470TotalAmt
Program Services$37,470ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$925TotalAmt
Management And General$925ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$37,370TotalAmt
Management And General$37,370ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,929TotalAmt
Management And General$6,929ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCorporate registrationsDesc
Total$425TotalAmt
Management And General$425ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,299,429TotalAmt
Program Services$1,253,780ProgramServicesAmt
Management And General$45,649ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,818,792BOYAmt
EOY$6,045,133EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,550BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,565,303BOYAmt
EOY$12,610,961EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,908BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,408,553BOYAmt
EOY$18,656,094EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,746BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$295,184EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,746BOYAmt
EOY$295,184EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,347,551BOYAmt
EOY$4,594,393EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,056,256BOYAmt
EOY$13,766,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,403,807BOYAmt
EOY$18,360,910EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,408,553BOYAmt
EOY$18,656,094EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,357,233ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$599,870NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,564,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,426,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,548,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,313,123CurrentTaxYearMinus1YearAmt
Current Tax Year$2,173,504CurrentTaxYearAmt
Total$14,026,023TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,564,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,426,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,548,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,313,123CurrentTaxYearMinus1YearAmt
Current Tax Year$2,173,504CurrentTaxYearAmt
Total$14,026,023TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,069,786SubstantialContributorsTotAmt
Public Support Total170$7,956,237PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$207,098CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$277,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$474,881CurrentTaxYearMinus1YearAmt
Current Tax Year$483,158CurrentTaxYearAmt
Total$1,666,832TotalAmt
FieldValueIRS element (for citing)
Total Support$15,692,855TotalSupportAmt
Public Support CY1700.50700PublicSupportCY170Pct
Public Support PY1700.48320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,816,265BeginningYearBalanceAmt
Contributions$2,480,115ContributionsAmt
Investment Earnings Or Losses$4,025,060InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,000GrantsOrScholarshipsAmt
Other Expenditures$299,604OtherExpendituresAmt
End Year Balance$44,913,836EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,840,876BeginningYearBalanceAmt
Contributions$1,526,969ContributionsAmt
Investment Earnings Or Losses$4,241,295InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,000GrantsOrScholarshipsAmt
Other Expenditures$684,875OtherExpendituresAmt
End Year Balance$38,816,265EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,914,766BeginningYearBalanceAmt
Contributions$1,000,000ContributionsAmt
Investment Earnings Or Losses$2,273,412InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,000GrantsOrScholarshipsAmt
Other Expenditures$257,302OtherExpendituresAmt
End Year Balance$33,840,876EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,283,625BeginningYearBalanceAmt
Contributions$1,000,000ContributionsAmt
Investment Earnings Or Losses-$2,894,325InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,000GrantsOrScholarshipsAmt
Other Expenditures$384,534OtherExpendituresAmt
End Year Balance$30,914,766EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,759,352BeginningYearBalanceAmt
Contributions$3,405,481ContributionsAmt
Investment Earnings Or Losses$6,592,273InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,000GrantsOrScholarshipsAmt
Other Expenditures$1,383,481OtherExpendituresAmt
End Year Balance$33,283,625EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to related partyDesc
Amt$295,184Amt
FieldValueIRS element (for citing)
Total Liability$295,184TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,219,162TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$599,870NetUnrealizedGainsInvstAmt
Revenue Not Reported$599,870RevenueNotReportedAmt
Revenue Subtotal$2,619,292RevenueSubtotalAmt
Investment Expenses Not Incld$37,370InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$37,370RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,656,662TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,262,059TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,262,059ExpensesSubtotalAmt
Investment Expenses Not Incld2$37,370InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$37,370ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,299,429TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: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 has designated net assets totaling $468,788, for the Disability Resource Center and the Friendship House for $438,754 and $30,034, respectively.
Part X, Line 2:Management evaluated the Organization's tax positions and concluded that the Organization had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of the guidance for accounting for uncertainty in income taxes.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ServiceSource Inc
10467 White Granite DriveOaktonVA22124540901256501(c)3$572,565$0Program support
Employment Source Inc
600 Ames StFayettevilleNC28301562253814501(c)3$241,366$0Program support
Opportunity Center Inc
13 Reads Way Suite 101New CastleDE19720510079778501(C)3$20,749$0Program support
Central Fairfax Services Inc
7300 Boston BlvdSpringfieldVA22153540855731501(C)3$158,380$0Program support
Abilities Inc of Florida
2735 Whitney RoadClearwaterFL33760590874493501(C)3$187,000$0Program support
PARC Community Partnership Foundation
485 PARC CircleClearfieldUT84015274480214501(C)3$27,000$0Program support
WorkSource Enterprises
1311 Carlton AvenueCharlottesvilleVA229025837540836455501(C)3$9,250$0Program support
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEmergency assistance to support various individuals with disabilitiesGrantTypeTxt
Recipient22RecipientCnt
Cash Grant$37,470CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationGrants 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Bruce Patterson
President/CEO$0$485,095$0$115,390$0$25,970$0$0$0$41,830$0$668,285$0$0
Nathaniel Hoover
Chief Financial Officer$0$302,099$0$73,275$0$450$0$0$0$1,962$0$377,786$0$0
Lisa Ward
Executive Vice President$0$254,821$0$59,985$0$14,935$0$0$0$45,039$0$374,780$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a, Program Service Accomplishments:The ServiceSource Foundation is a 501(c)(3) not-for-profit organization established in 2004 to raise funds from donors for critical programs of ServiceSource, Inc., and its affiliated organizations (ServiceSource). The ServiceSource Foundation often provides start-up funding for new initiatives and/or gap funding for unfunded and underfunded programs. All ServiceSource organizations share a common mission to facilitate services, resources, and partnerships to support people with disabilities, their families, caregivers, and community members. 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 provides critical gap funding for unfunded or underfunded programs across all ServiceSource affiliates. Donors may direct their funding to support programs in their local community. In fiscal year 2025, more than $1.2 million in program support was allocated. Programs Funded Included the Following: a) Transportation Services (All Affiliates) b) Therapeutic Horseback Riding (WorkSource) c) Family Support Services (All Affiliates) d) Community Integration Services/Habilitation Therapies (ServiceSource) e) Bloom Artisans (ServiceSource, Employment Source and PARC) f) Warrior Bridge (Employment Source and Abilities) g) Day Programs (Employment Source) h) FinanceABILITY (Opportunity Center) i) Competitive Integrated Employment (PARC) j) High School/High Tech (Abilities) k) Opportunity Calls Call Center (Abilities) l) Forensic Evaluation Services (Abilities) The ServiceSource Foundation funds programs at all seven ServiceSource affiliated organizations, including Employment Source in NC, ServiceSource, Work Source and Central Fairfax Services in Virginia, Opportunity Center in Delaware, PARC in Utah, and Abilities of Florida. Donors may designate an affiliate or specific program when making donations to the ServiceSource Foundation.
Form 990, Part VI, Section A, line 7aTrustees 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 11bA nationally recognized accounting firm prepares and reviews the Form 990. Following internal management review and approval, the return is provided to the Audit Committee and Board of Trustees for review and comment prior to filing.
Form 990, Part VI, Section B, line 12cBoard members complete annual disclosures of business, employment, and property interests, including related parties. The board chair and CEO review potential conflicts and may request recusals. ServiceSource maintains a Code of Business Ethics and Conflict of Interest policies observed by all employees, with annual training required for officers and key employees.
Form 990, Part VI, Section C, line 19Financial statements, the Conflict-of-Interest policy, and governing documents are available upon request for the period specified in IRC Section 6104(d).
Form 990, Part VII and Sch J:The ServiceSource Foundation, Inc., does not compensate any person 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. The ServiceSource Foundation, Inc., relies on the compensation determination methodology of ServiceSource, Inc. Compensation for the ServiceSource CEO is determined annually by the Board using market comparables and independent surveys; compensation for other officers and key employees is set using periodic market analyses and third party executive salary surveys.
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 operations. ServiceSource, Inc., pays costs associated with administrative and fundraising activities, while the contributions resulting from fundraising activities are received and recorded by the ServiceSource Foundation.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Abilities at Bartons Landing Inc
2735 Whitney RoadClearwaterFL33760510614539To provide low income housing for those with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
Abilities at Briar Cliff Inc
2735 Whitney RoadClearwaterFL33760341979530To provide low income housing for those with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
Abilities at Casablanca Inc
2735 Whitney RoadClearwaterFL33760593555080To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at College Pines Inc
2735 Whitney RoadClearwaterFL33760223849262To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Crestview Inc
2735 Whitney RoadClearwaterFL33760311765941To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Crestview II Inc
2735 Whitney RoadClearwaterFL33760454134490To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Cumberland Towers Inc
2735 Whitney RoadClearwaterFL33760261686054To provide low income housing for those with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
Abilities at Eagles Nest Inc
2735 Whitney RoadClearwaterFL33760510530353To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at English Park Inc
2735 Whitney RoadClearwaterFL33760510530355To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Fountain Square Inc
2735 Whitney RoadClearwaterFL33760593317443To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Morningside Inc
2735 Whitney RoadClearwaterFL33760593317445To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Morningside II Inc
2735 Whitney RoadClearwaterFL33760273201131To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Parklane Inc
2735 Whitney RoadClearwaterFL33760593617978To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at San Juan Inc
2735 Whitney RoadClearwaterFL33760550807511To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at San Juan II Inc
2735 Whitney RoadClearwaterFL33760510491999To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Sierra Apartments Inc
2735 Whitney RoadClearwaterFL33760650462958To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at St Andrews Cove Inc
2735 Whitney RoadClearwaterFL33760223849222To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Windjammer Inc
2735 Whitney RoadClearwaterFL33760593352353To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Windover Inc
2735 Whitney RoadClearwaterFL33760593555082To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities at Woodside Inc
2735 Whitney RoadClearwaterFL33760593352350To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Abilities Inc of Florida
2735 Whitney RoadClearwaterFL33760590874493To serve those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Central Fairfax Services Inc
7300 Boston BlvdSpringfieldVA22153540855731To serve those with disabilitiesVA501(c)(3)Line 10ServiceSource Inc0
Employment Source Inc
600 Ames StreetFayettevilleNC28301562253814Provide employment, training & other services to persons with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
Homes for Independence Space Coast Inc
2735 Whitney RoadClearwaterFL33760262799386To provide low income housing for those with disabilitiesFL501(c)(3)Line 10ServiceSource Inc0
Homes for Independence Inc
2735 Whitney RoadClearwaterFL33760593342379To serve those with disabilitiesFL501(c)(3)Line 7ServiceSource Inc0
Homes for Independence Inc (Delaware)
2735 Whitney RoadClearwaterFL33760274867827To provide low income housing for those with disabilitiesDE501(c)(3)Line 10ServiceSource Inc0
Homes for Independence Inc (NC)
2735 Whitney RoadClearwaterFL33760262833829To provide low income housing for those with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
Homes for Independence Inc (Virginia)
2735 Whitney RoadClearwaterFL33760274868301To provide low income housing for those with disabilitiesVA501(c)(3)Line 10ServiceSource Inc0
Opportunity Center Inc
13 Read Way Suite 101New CastleDE19720510079778To serve those with disabilitiesDE501(c)(3)Line 10ServiceSource Inc0
PARC Community Partnership Foundation
8170 PARC CircleClearfieldUT84015274480214To serve those with disabilitiesUT501(c)(3)Line 7ServiceSource Inc0
ServiceSource Employment Services Inc
10467 White Granite DriveOaktonVA22124562226062To serve those with disabilitiesNC501(c)(3)Line 10ServiceSource Inc0
ServiceSource Inc
10467 White Granite DriveOaktonVA22124540901256To serve those with disabilitiesVA501(c)(3)Line 100N/A
Worksource Enterprises
1311 Carlton AvenueCharlottesvilleVA22902540836455To serve those with disabilitiesVA501(c)(3)Line 7ServiceSource Inc0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II:FormAndLineReferenceDesc
ExplanationThe ServiceSource Foundation is a 501(c)(3) organization governed by a volunteer board of trustees. The ServiceSource organization is made up of seven affiliates with programs and operations in more than 30 states and the District of Columbia. ServiceSource, Inc. is headquartered in Oakton, Virginia, with the following affiliates: Central Fairfax Services (Fairfax, VA); WorkSource Enterprises (Charlottesville, VA); Abilities of Florida (Clearwater, FL); Employment Source (Fayetteville, NC); Opportunity Center, Inc., (New Castle, DE); and PARC Community Partnership Foundation (Clearfield, UT). The affiliate offices are locally incorporated as separate 501(c)(3) entities but are governed through a shared volunteer board of directors. Corporate and overhead expenses are allocated to affiliate offices according to appropriate methodologies to direct maximum funding to program operations. ServiceSource and its affiliates collectively served more than 36,000 individuals with disabilities in FY 2025 through a range of innovative and valued employment, training, community integration, housing, and other support services.ExplanationTxt

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