2026-03-16T17:41:39-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 540901256 ServiceSource Inc SERV 7034616000 10467 White Granite Drive Oakton VA 22124 Nate Hoover Chief Financial Officer 7034616000 2026-03-13 1 1 Yong Zhang CPA P01249785 7038930300 2026-03-12 2024 2025-03-06 01:10:19Z Kenneth Crum 10467 White Granite Drive Oakton VA 22124 181803222 0 X www.servicesource.org X 1971 VA To facilitate services, resources, and partnerships that support people with disabilities, along with their families, caregivers, and community members. 13 13 1674 13 0 0 2000021 2270948 155424265 174029999 664802 805670 954074 489474 159043162 177596091 2122850 2168331 0 0 82564015 93855521 0 0 508492 69946015 76521643 154632880 172545495 4410282 5050596 107643791 122885938 39745715 47569336 67898076 75316602 X To facilitate services, resources, and partnerships that support people with disabilities, along with their families, caregivers, and community members. 0 0 162624440 2168331 174029999 See Schedule O. 162624440 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 83 0 1 1674 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA DC MD X Nate Hoover CFO 7034616000 10467 White Granite Drive Oakton VA 22124 Gary Petersen Chair 0.40 1.60 X X 0 0 0 William Warnecki Chair Elect 0.40 1.60 X X 0 0 0 Frank Burke Treasurer 0.40 1.60 X X 0 0 0 Mark Diorio Vice Chair 0.40 1.60 X X 0 0 0 Michael Walsh Past Chair 0.40 1.60 X 0 0 0 Joseph Ashley Director 0.40 1.60 X 0 0 0 Kristen Chou Director 0.40 1.60 X 0 0 0 Weyher Dawson Director 0.40 1.60 X 0 0 0 Joanne Finnigan Director 0.40 1.60 X 0 0 0 Patricia Harrison Director 0.40 1.60 X 0 0 0 Juliet Hatchett Director 0.40 1.60 X 0 0 0 Hector Velez Director 0.40 1.60 X 0 0 0 Brandt Wood Director 0.40 1.60 X 0 0 0 Bruce Patterson President/CEO 20.00 20.00 X 313228 313227 41830 Lisa Ward Executive Vice President 28.00 12.00 X 230820 98921 45039 Nathaniel Hoover Chief Financial Officer 20.00 20.00 X 187912 187912 1962 Kenneth Crum Chief Operating Officer 20.00 20.00 X 178457 178456 44042 Brenda Richardson Executive Director 20.00 20.00 X 86803 86802 34128 Mabelene Aycock SVP-Operations 40.00 X 316406 0 2645 Donald Pincus EVP-Contract Operations 40.00 X 381528 0 4373 John Huff EVP-Contract Operations 20.00 20.00 X 147698 147698 36806 Dennis Dapolito EVP-Business Development 20.00 20.00 X 149535 149535 37332 Lisa Long EVP-IT 20.00 20.00 X 147540 147540 19462 Swati Aneja EVP-HR 20.00 20.00 X 136502 136502 41342 Larry Crabtree SVP-Operations (to 10/24) 40.00 X 258675 0 25175 Richard Stonestreet VP-Operations 40.00 X 241129 0 2851 2776233 1446593 336987 104 0 1 0 MC Dean Inc 22980 Indian Creek Drive Dulles VA 20166 Subcontracted MEP 14898792 CW Resources Inc 200 Myrtle Street New Britain CT 06053 Subcontracted Cleaning 13571616 Glencor Services Inc 7469 Old Alexandria Ferry Road Clinton MD 20735 Transportation Services 4742653 Pacific Coast Community Services Inc 6602 Sacramento Avenue Richmond CA 94804 Subcontract Mail Center 965335 FedCap Rehabilitation Services Inc 63 3rd Avenue 6th Floor New York NY 10017 Subcontract Mail Center 873285 8 870300 804402 596246 2270948 Contract operations 900099 169934515 169934515 Rehabilitation service 900099 4095484 4095484 174029999 805270 805270 410640 0 410640 410640 410640 4207531 4207131 400 400 400 Other income 900099 78834 78834 78834 177596091 174029999 0 1295144 X 1950000 1950000 218331 218331 1960779 1723631 229777 7371 69857833 61408837 8186388 262608 4896406 4304207 573792 18407 12021633 10567669 1408772 45192 5118870 4499765 599862 19243 214815 212523 2225 67 172854 172854 31664 31664 55516641 54924224 575137 17280 50990 50446 528 16 407497 386746 19639 1112 2366966 1286361 1076751 3854 3319678 3150634 159982 9062 766486 648540 109280 8666 596217 504472 85004 6741 153494 129875 21884 1735 2087238 1134338 949500 3400 624760 528623 89074 7063 Contract/ other supplie 10105747 9591145 487017 27585 CNA fee 4532444 3834999 646203 51242 Repairs & maintenance 1032483 561117 469684 1682 Overhead allocation -6686456 -6686456 1228125 1007957 204002 16166 172545495 162624440 9412563 508492 9531 10000 3189599 3603292 28733797 29263699 1124356 1055160 2510400 2364039 40921600 27201487 13834334 13720113 27409360 32621106 30832414 40248529 107643791 122885938 28142596 29401975 633745 569302 4633349 4368168 477961 0 5858064 13229891 39745715 47569336 X 67155827 74942879 742249 373723 67898076 75316602 107643791 122885938 X 5050596 2365485 2445 X X 0 1 X 1 0 X 2613237 1356876 3540275 2000021 2270948 11781357 138275282 139848243 147847179 155424265 174029999 755424968 140888519 141205119 151387454 157424286 176300947 767206325 0 0 0 767206325 686346 726696 898450 1078936 1215910 4606338 686346 726696 898450 1078936 1215910 4606338 54596 34711 76946 538304 78834 783391 141629461 141966526 152362850 159041526 177595691 772596054 0.99300 0.99350 0.00600 0.00550 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2020 Amount: $ 54,596. 2021 Amount: $ 34,711. 2022 Amount: $ 76,946. 2023 Amount: $ 538,304. 2024 Amount: $ 78,834. 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 1962141 1962141 13059721 9509181 3550540 1226166 893950 332216 22145468 14989810 7155658 2528104 1808546 719558 13720113 Intercompany receivable 32755989 Security deposits 102981 Operating right of use asset 7389559 40248529 Intercompany payable 3417913 Operating lease liability 7649792 457b liability 2162186 13229891 X 265964754 2365485 86034842 88400327 177564427 31664 31664 177596091 258150633 85636802 85636802 172513831 31664 31664 172545495 Part V, Line 4: Investment income is available to support programs and initiatives of the organization. The ServiceSource Foundation Board of Trustees has designated net assets totaling $468,788, including $438,754 for the Disability Resource Center and $30,034 for Friendship House. 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. Part XI, Line 2d - Other Adjustments: Interest rate swap adjustment 2,445. Employment Source revenue included in consolidating financial statements 22,382,504. ServiceSource Fdn revenue included in consolidating financial statements 3,219,162. Opportunity Center revenue included in consolidating financial statements 9,531,930. Central Fairfax Serv. revenue included in consolidating financial statements 18,651,808. Abilities Inc/Affil. revenue included in consolidating financial statements 19,326,747. PARC Community revenue included in consolidating financial statements 15,011,261. WorkSource Enterp. revenue included in consolidating financial statements 2,061,927. Elimination entries included in consolidating financial statements -4,152,942. Part XII, Line 2d - Other Adjustments: Employment Source expenses included in consolidating financial statements 21,852,393. ServiceSource Fdn expenses included in consolidating financial statements 1,262,059. Opportunity Center expenses included in consolidating financial statements 9,596,347. Central Fairfax Serv expenses included in consolidating financial statements 20,238,835. Abilities Inc/Affil. expenses included in consolidating financial statements 19,732,398. PARC Community expenses included in consolidating financial statements 14,404,879. WorkSource Enterp. expenses included in consolidating financial statements 2,181,907. Elimination entries included in consolidating financial statements -3,632,016. 1 Abilities Inc of Florida 2735 Whitney Road Clearwater FL 33760 590874493 501(c)(3) 900000 0 Contribution to further support the programs of Abilities Inc. of Florida. Central Fairfax Services Inc 7300 Boston Blvd Springfield VA 22153 540855731 501(c)(3) 650000 0 Contribution to further support the programs of Central Fairfax Services, Inc. Opportunity Center Inc 13 Reads Way Suite 101 New Castle DE 19720 510079778 501(c)(3) 400000 0 Contribution to further support the programs of Opportunity Center, Inc. 3 0 Emergency assistance to support various individuals with disabilities. 58 218331 0 Part I, Line 2: Grants from the organization are typically made to related not-for-profit organizations under the ServiceSource "umbrella". To ensure compliance, the use of grant funds is monitored by senior executives with direct knowledge of the funds' intended purpose. X X X X 0 0 0 0 0 0 0 0 0 Bruce Patterson President/CEO 242548 242547 57695 57695 12985 12985 0 0 20915 20915 334143 334142 0 0 Kenneth Crum Chief Operating Officer 130900 130899 35719 35719 11838 11838 0 0 22021 22021 200478 200477 0 0 Donald Pincus EVP-Contract Operations 307299 0 49310 0 24919 0 0 0 4373 0 385901 0 0 0 Nathaniel Hoover Chief Financial Officer 151049 151049 36638 36638 225 225 0 0 981 981 188893 188893 0 0 Lisa Ward Executive Vice President 178375 76444 41990 17996 10455 4481 0 0 31527 13512 262347 112433 0 0 Dennis Dapolito EVP-Business Development 120387 120387 20128 20128 9020 9020 0 0 18666 18666 168201 168201 0 0 John Huff EVP-Contract Operations 116331 116331 20402 20402 10965 10965 0 0 18403 18403 166101 166101 0 0 Mabelene Aycock SVP-Operations 274825 0 38137 0 3444 0 0 0 2645 0 319051 0 0 0 Lisa Long EVP-IT 117252 117252 19570 19570 10718 10718 0 0 9731 9731 157271 157271 0 0 Swati Aneja EVP-HR 106081 106081 18653 18653 11768 11768 0 0 20671 20671 157173 157173 0 0 Larry Crabtree SVP-Operations (to 10/24) 227873 0 28406 0 2396 0 0 0 25175 0 283850 0 0 0 Richard Stonestreet VP-Operations 196374 0 18960 0 25795 0 0 0 2851 0 243980 0 0 0 Brenda Richardson Executive Director 81197 81196 5240 5240 366 366 0 0 17064 17064 103867 103866 0 0 Part I, Line 3 The board of directors determines compensation for the president and CEO of ServiceSource on an annual basis. The process for making this independent determination includes using 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 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 and key employees is determined based on periodic market analysis, including an executive salary survey conducted by a leading consulting firm conducted at least every three years. A Fairfax County Economic Development Authority 911910090 2014-05-09 8500000 Capital Acquisition & Renovation - Office Building 0 0 0 A 4131832 8500000 146432 8353568 2014 0 0 1 1 A 0 0 0 0 1 0 1 A 0 1 0 0 1 1 Capital One Nation 5.000000000000 0 1 0 0 1 A 1 Form 990, Part III, Line 4a, Program Service: In addition to its headquarters in Oakton, VA, ServiceSource operates through six affiliate offices: 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 (Clearfield, UT). The affiliate offices are locally incorporated as separate 501(c)(3) entities but are governed through a shared volunteer board across regions. Corporate and overhead expenses are allocated to regional offices according to appropriate methodologies to direct maximum funding to program operations. The Oakton office provides a full range of rehabilitation and employment support services, including job skills training, placement services, community integrated day support, supported employment, and specialized programs. Affirmative employment programs provide community integrated employment for people with disabilities in careers fields such as total facilities management, logistics, and administrative support. Autism spectrum services assist individuals with autism in obtaining employment and increasing self-sufficiency. Senior services provide therapeutic recreation and case management for individuals with disabilities whose support needs increase as they age, as well as individuals who develop disabilities as they age. Pre-Employment Transition Services (Pre-ETS) provide students with disabilities an early start at career exploration and preparation for adult life. The ServiceSource Foundation, a separate 501(c)(3) organization, raises money to support unfunded or underfunded programs of ServiceSource. 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 directors 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 policy observed by all employees, with annual training required for officers and key employees. Form 990, Part VI, Section B, line 15a The board of directors determines compensation for the ServiceSource CEO annually and documents the decision. An independent compensation consultant conducts an executive salary survey on an annual basis, including data for similar positions at comparable organizations, which is reviewed and considered by the board of directors in determining of the CEO's compensation. Compensation for other officers and key employees is determined based on periodic market analysis, including an executive salary survey conducted by a leading consulting firm at least every three years. 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 IX, line 11g Subcontractors: Program service expenses 50,302,031. Management and general expenses 526,735. Fundraising expenses 15,826. Total expenses 50,844,592. Maintenance service contracts: Program service expenses 3,065,488. Management and general expenses 32,100. Fundraising expenses 964. Total expenses 3,098,552. Temp agency labor contracts: Program service expenses 302,732. Management and general expenses 3,170. Fundraising expenses 95. Total expenses 305,997. Consulting: Program service expenses 914,651. Management and general expenses 9,579. Fundraising expenses 288. Total expenses 924,518. Recruiting: Program service expenses 339,322. Management and general expenses 3,553. Fundraising expenses 107. Total expenses 342,982. Form 990, Part IX: Expenses on part IX of the 990 are net of allocations of corporate expenses to other related entities. Form 990, Part XI, line 9: Interest rate swap adjustment 2,445. ServiceSource Enterprises LLC 10467 White Granite Drive Oakton VA 22124 205683792 Food services contract VA 0 0 ServiceSource Inc 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 Foundation Inc 10467 White Granite Drive Oakton VA 22124 201438270 To serve those with disabilities VA 501(c)(3) Line 7 ServiceSource Inc 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Abilities Inc of Florida B 900000 Cash Central Fairfax Services Inc B 650000 Cash Opportunity Center Inc B 400000 Cash ServiceSource Foundation Inc C 870300 Cash Part II The ServiceSource organization is made up of six affiliates with programs and operations in more than 30 states and the District of Columbia. ServiceSource 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 regional 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 fiscal year 2025 (FY2025) through a range of innovative and valued employment, training, community integration, and other support services. ServiceSource Foundation: The ServiceSource Foundation is a separate 501(c)(3) corporation that raises money to support the programs and people of ServiceSource. The Foundation often provides start-up funding for new initiatives and/or gap funding for unfunded and underfunded programs. In FY 2025, the ServiceSource Foundation supported critical programs for individuals with disabilities at ServiceSource, including family support services, autism spectrum services, the Warrior Bridge program for veterans, and expressive therapies.