2026-03-16T17:46:21-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 540836455 WorkSource Enterprises WORK 4349721730 1311 Carlton Avenue Charlottesville VA 229025837 Nate Hoover Chief Financial Officer 4349721730 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 2260423 0 X www.worksourceva.org X 1967 VA WorkSource Enterprises provides employment supports and community-based services to people with disabilities in Charlottesville, VA. 13 13 42 13 0 0 61663 49407 2142793 1747174 26631 362259 11037 101583 2242124 2260423 0 0 0 0 1507805 1446196 0 0 0 657873 772064 2165678 2218260 76446 42163 5895489 6019766 65662 309919 5829827 5709847 X To facilitate services, resources, and partnerships that support people with disabilities, along with their families, caregivers, and community members. 0 0 1986859 1747174 See Schedule O. 1986859 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 42 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 0 0 0 VA X Nate Hoover CFO 7034616000 10467 White Granite Drive Oakton VA 22124 X 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 Juliet Hatchett Vice Chair 0.40 1.60 X X 0 0 0 Frank Burke Treasurer 0.40 1.60 X X 0 0 0 Michael Walsh Past Chair 0.40 1.60 X 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 Mark Diorio 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 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 2.00 38.00 X 25059 601396 41830 Lisa Ward Executive Vice President 1.00 39.00 X 6595 323146 45039 Nathaniel Hoover Chief Financial Officer 2.00 38.00 X 15033 360791 1962 Kenneth Crum Chief Operating Officer 2.00 38.00 X 14276 342637 44042 Charles McElroy Executive Director 40.00 X 167844 0 12897 Andrew Rind EVP-Program Services 1.00 39.00 X 5129 251338 34270 Dennis Dapolito EVP-Business Development 2.00 38.00 X 11963 287104 37332 Lisa Long EVP-IT 2.00 38.00 X 11803 283275 19462 Swati Aneja EVP-HR 2.00 38.00 X 10919 262083 41342 Soma Bakhtari VP-IT 2.00 38.00 X 8798 211150 34245 John Angerer VP-Risk & Compliance 2.00 38.00 X 8122 194936 37137 285541 3117856 349558 1 0 1 0 0 9000 40407 49407 Rehabilitation service 900099 966778 966778 Contract operations 900099 780396 780396 1747174 31193 31193 79886 0 79886 79886 79886 331066 0 331066 331066 331066 Other income 900099 21697 21697 21697 2260423 1747174 0 463842 251932 240865 11067 850074 812731 37343 256612 245340 11272 87578 83731 3847 36353 36353 4379 4379 100 100 4947 4937 10 6679 6679 59211 59081 130 12326 12265 61 1721 1712 9 311092 311092 Overhead allocation 130715 130715 Contract/other supplies 113103 112855 248 CNA fee 27420 27284 136 Repairs and maintenance 20992 20992 43026 42816 210 2218260 1986859 231401 0 328220 766553 152600 152983 175036 127136 12148 0 6808 6806 4702733 1596975 3416154 3105758 1697148 1860530 107375 5895489 6019766 65662 28979 0 280940 65662 309919 X 5783827 5653847 46000 56000 5829827 5709847 5895489 6019766 42163 -162143 0 X X 0 1 X 1 0 X 455070 918637 320393 61663 49407 1805170 455070 918637 320393 61663 49407 1805170 1805170 86702 84315 85445 26631 111079 394172 5970 14440 8649 11037 21697 61793 2261135 8067900 0.79830 0.83250 X Schedule A, Part II, Line 10, Explanation of Other Income: Other revenue - 2020 Amount: $ 5,970. 2021 Amount: $ 14,440. 2022 Amount: $ 8,649. 2023 Amount: $ 11,037. 2024 Amount: $ 21,697. 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 226309 226309 4107130 1476174 2630956 231425 79090 152335 137869 41711 96158 3105758 Pooled Investment Fund 1810846 F Mary P. Reese Memorial Fund 49684 F 1860530 Due to affiliate 280940 280940 X 265964754 -162143 263902827 263740684 2224070 36353 36353 2260423 258150633 255968726 255968726 2181907 36353 36353 2218260 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: Revenues of related organizations, included in consolidated Financials 268,055,769. Revenues eliminated in consolidation -4,152,942. Part XII, Line 2d - Other Adjustments: Expenses of related organizations, included in consolidated Financials 259,600,742. Expenses eliminated in consolidation -3,632,016. 0 0 0 0 0 0 0 0 0 Bruce Patterson President/CEO 19404 465691 4616 110774 1039 24931 0 0 1673 40157 26732 641553 0 0 Kenneth Crum Chief Operating Officer 10471 251329 2858 68580 947 22728 0 0 1762 42280 16038 384917 0 0 Nathaniel Hoover Chief Financial Officer 12084 290015 2931 70344 18 432 0 0 78 1884 15111 362675 0 0 Lisa Ward Executive Vice President 5096 249725 1200 58785 299 14636 0 0 899 44140 7494 367286 0 0 Dennis Dapolito EVP-Business Development 9631 231142 1610 38645 722 17317 0 0 1493 35839 13456 322943 0 0 Lisa Long EVP-IT 9380 225123 1566 37574 857 20578 0 0 778 18684 12581 301959 0 0 Swati Aneja EVP-HR 8486 203675 1492 35814 941 22594 0 0 1655 39687 12574 301770 0 0 Andrew Rind EVP-Program Services 4426 216885 666 32626 37 1827 0 0 685 33585 5814 284923 0 0 Soma Bakhtari VP-IT 8078 193874 650 15600 70 1676 0 0 1370 32875 10168 244025 0 0 John Angerer VP-Risk & Compliance 7484 179619 604 14493 34 824 0 0 1485 35652 9607 230588 0 0 Charles McElroy Executive Director 153159 0 12215 0 2470 0 0 0 12897 0 180741 0 0 0 Form 990, Part III, Line 4a, Program Service Accomplishments: WorkSource, a 501(c)(3) nonprofit organization, is an affiliate of ServiceSource. The mission of the organization is to provide employment supports and community-based services in Charlottesville, VA. The ServiceSource organization comprises six affiliates with programs and operations in more than 30 states and the District of Columbia. The affiliates are locally incorporated as separate 501(c)(3) entities but meet concurrently through the same volunteer board of directors across regions. In addition to WorkSource, ServiceSource operates through five affiliate offices: Central Fairfax Services (Fairfax, VA); Employment Source (Fayetteville, NC); Abilities of Florida (Clearwater, FL); Opportunity Center, Inc., (New Castle, DE), and PARC Community Partnership Foundation (Clearfield, UT). WorkSource served more than 200 individuals in fiscal year 2025 (FY 2025) and provides the following programs and services: A full range of rehabilitation and employment supports including job skills training, placement services, supported employment, and specialized programs; competitive and community-based employment services and transitional services; and comprehensive community integration services offering customized, person-centered program options that maximize community integration and personal choice to individuals who have significant and often multiple medical and physical disabilities. Affirmative employment programs provide community integrated employment for people with disabilities in career fields such as custodial work for government customers. 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 policies observed by all employees, with annual training required for officers and key employees. 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 IRC Section 6104(d). Form 990, PART VII and Schedule J: WorkSource Enterprises compensates one individual listed in Part VII and Schedule J, Part II; other listed individuals are compensated by ServiceSource, Inc., a related organization. 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 XII, Line 2c: Oversight of the financial statement audit and selection of the independent accountants is conducted pursuant to established governance processes consistent with prior years. 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 Reads 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 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 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 (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 (FY 2025) through a range of innovative and valued employment, training, community integration, housing, 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, Warrior Bridge program for veterans and expressive therapies.