2026-04-17T17:10:45-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 201438270 ServiceSource Foundation Inc SERV 7034616000 10467 White Granite Drive Oakton VA 22124 Nate Hoover Chief Financial Officer 7034616000 2026-04-13 1 1 Yong Zhang CPA P01249785 7038930300 2026-04-09 2024 2025-03-06 01:10:19Z Kenneth Crum 10467 White Granite Drive Oakton VA 22124 2656662 0 X www.servicesource.org X 2004 VA To provide funding to support unfunded and underfunded programs for people with disabilities. 16 16 0 16 0 0 1313123 2173504 0 0 474881 483158 0 0 1788004 2656662 2103092 1253780 0 0 0 0 0 0 0 37763 45649 2140855 1299429 -352851 1357233 16408553 18656094 4746 295184 16403807 18360910 X To provide funding to support unfunded and underfunded programs for people with disabilities. 0 0 1253780 1253780 See Schedule O. 1253780 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA NC MD FL X Nate Hoover CFO 7034616000 10467 White Granite Drive Oakton VA 22124 X Bruce Wardinski Chairman 2.00 X X 0 0 0 Michelle Lee Vice Chair 2.00 X X 0 0 0 Albert Wu Secretary & Treasurer 2.00 X X 0 0 0 Phoebe Craven Trustee 2.00 X 0 0 0 Mark Crisler Trustee 2.00 X 0 0 0 Sean DellOrto Trustee 2.00 X 0 0 0 James L Francis Trustee 2.00 X 0 0 0 Elizabeth Hall Trustee 2.00 X 0 0 0 Ryan Hymel Trustee 2.00 X 0 0 0 Brad Nelson Trustee 2.00 X 0 0 0 Dale Powell Trustee 2.00 X 0 0 0 Janet Samuelson Trustee 2.00 X 0 0 0 Dr Ralph W Shrader Trustee 2.00 X 0 0 0 Joe J Sorota Jr Esq Trustee 2.00 X 0 0 0 Paul Thieberger Trustee 2.00 X 0 0 0 Tiffany Washkewicz Trustee 2.00 X 0 0 0 Bruce Patterson President/CEO 2.00 38.00 X 0 626455 41830 Lisa Ward Executive Vice President 2.00 38.00 X 0 329741 45039 Nathaniel Hoover Chief Financial Officer 2.00 38.00 X 0 375824 1962 0 1332020 88831 0 0 1 0 0 X 98814 2074690 2173504 483158 483158 2656662 0 0 483158 1216310 1216310 37470 37470 925 925 37370 37370 6929 6929 Corporate registrations 425 425 1299429 1253780 45649 0 4818792 6045133 20550 0 11565303 12610961 3908 0 16408553 18656094 4746 0 0 295184 4746 295184 X 3347551 4594393 13056256 13766517 16403807 18360910 16408553 18656094 1357233 599870 0 X X 0 1 X 1 0 X 4564568 2426067 3548761 1313123 2173504 14026023 4564568 2426067 3548761 1313123 2173504 14026023 6069786 7956237 207098 224491 277204 474881 483158 1666832 15692855 0.50700 0.48320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38816265 2480115 4025060 108000 299604 44913836 33840876 1526969 4241295 108000 684875 38816265 30914766 1000000 2273412 90000 257302 33840876 33283625 1000000 -2894325 90000 384534 30914766 24759352 3405481 6592273 90000 1383481 33283625 1.00000 0 1 1 0 Due to related party 295184 295184 X 3219162 599870 599870 2619292 37370 37370 2656662 1262059 0 1262059 37370 37370 1299429 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. 1 ServiceSource Inc 10467 White Granite Drive Oakton VA 22124 540901256 501(c)3 572565 0 Program support Employment Source Inc 600 Ames St Fayetteville NC 28301 562253814 501(c)3 241366 0 Program support Opportunity Center Inc 13 Reads Way Suite 101 New Castle DE 19720 510079778 501(C)3 20749 0 Program support Central Fairfax Services Inc 7300 Boston Blvd Springfield VA 22153 540855731 501(C)3 158380 0 Program support Abilities Inc of Florida 2735 Whitney Road Clearwater FL 33760 590874493 501(C)3 187000 0 Program support PARC Community Partnership Foundation 485 PARC Circle Clearfield UT 84015 274480214 501(C)3 27000 0 Program support WorkSource Enterprises 1311 Carlton Avenue Charlottesville VA 229025837 540836455 501(C)3 9250 0 Program support 7 0 Emergency assistance to support various individuals with disabilities 22 37470 Part I, Line 2: 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. 0 0 0 0 0 0 0 0 0 Bruce Patterson President/CEO 0 485095 0 115390 0 25970 0 0 0 41830 0 668285 0 0 Nathaniel Hoover Chief Financial Officer 0 302099 0 73275 0 450 0 0 0 1962 0 377786 0 0 Lisa Ward Executive Vice President 0 254821 0 59985 0 14935 0 0 0 45039 0 374780 0 0 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 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 A 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 12c Board 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 19 Financial 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. 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 ServiceSource Inc 0 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 10 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 10 ServiceSource Inc 0 Abilities at Windjammer Inc 2735 Whitney Road Clearwater FL 33760 593352353 To provide low income housing for those with disabilities FL 501(c)(3) Line 10 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 10 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 10 ServiceSource Inc 0 Abilities Inc of Florida 2735 Whitney Road Clearwater FL 33760 590874493 To serve those with disabilities FL 501(c)(3) Line 10 ServiceSource Inc 0 Central Fairfax Services Inc 7300 Boston Blvd Springfield VA 22153 540855731 To serve those with disabilities VA 501(c)(3) Line 10 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 10 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 10 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 (Delaware) 2735 Whitney Road Clearwater FL 33760 274867827 To provide low income housing for those with disabilities DE 501(c)(3) Line 10 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 10 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 10 ServiceSource Inc 0 Opportunity Center Inc 13 Read Way Suite 101 New Castle DE 19720 510079778 To serve those with disabilities DE 501(c)(3) Line 10 ServiceSource Inc 0 PARC Community Partnership Foundation 8170 PARC Circle Clearfield UT 84015 274480214 To serve those with disabilities UT 501(c)(3) Line 7 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 10 ServiceSource Inc 0 ServiceSource Inc 10467 White Granite Drive Oakton VA 22124 540901256 To serve those with disabilities VA 501(c)(3) Line 10 N/A 0 Worksource Enterprises 1311 Carlton Avenue Charlottesville VA 22902 540836455 To serve those with disabilities VA 501(c)(3) Line 7 ServiceSource Inc 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Part II: The 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.