2026-03-16T17:04:10-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 590874493 Abilities Inc of Florida ABIL 7275387370 2735 Whitney Road Clearwater FL 33760 Nate Hoover Chief Financial Officer 7275387370 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 15884296 0 X www.servicesource.org X 1959 FL Abilities, Inc. of Florida provides employment supports and vocational counseling to people with disabilities in Florida and New Hampshire. 13 13 260 13 0 0 1782969 1607693 12702262 14005746 0 9000 158946 261857 14644177 15884296 27605 31348 0 0 10906847 12578452 0 0 0 2154484 1669718 13088936 14279518 1555241 1604778 11422152 13489178 542586 483908 10879566 13005270 X To facilitate services, resources, and partnerships that support people with disabilities, along with their families, caregivers, and community members. 0 0 13108493 31348 14005746 See Schedule O. 13108493 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 260 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 FL 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 Hector Velez 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 Juliet Hatchett Director 0.40 1.60 X 0 0 0 Brandt Wood Director 0.40 1.60 X 0 0 0 Bruce Patterson President/CEO 4.00 36.00 X 56381 570074 41830 Lisa Ward Executive Vice President 3.00 37.00 X 26380 303361 45039 Nathaniel Hoover Chief Financial Officer 5.00 35.00 X 45099 330725 1962 Kenneth Crum Chief Operating Officer 5.00 35.00 X 42829 314084 44042 Matthew Motko Executive Director 36.00 4.00 X 157118 17458 34121 Andrew Rind EVP-Program Services 7.00 33.00 X 46165 210302 34270 Dennis Dapolito EVP-Business Development 5.00 35.00 X 35889 263178 37332 Lisa Long EVP-IT 5.00 35.00 X 35409 259669 19462 Swati Aneja EVP-HR 5.00 35.00 X 32760 240242 41342 Soma Bakhtari VP-IT 5.00 35.00 X 26394 193554 34245 John Angerer VP-Risk & Compliance 5.00 35.00 X 24367 178691 37137 528791 2881338 370782 5 0 1 0 0 1087000 285451 235242 1607693 Rehabilitation Service 900099 13559407 13559407 Housing Program Rev 900099 260709 260709 Contract Operations 900099 185630 185630 14005746 9000 0 9000 9000 9000 Miscellaneous 900099 261857 261857 261857 15884296 14005746 0 270857 31348 31348 598898 581893 17005 8998961 8743450 255511 2276295 2211664 64631 704298 684301 19997 7538 7222 316 38175 38175 61429 58855 2574 783 750 33 76515 74643 1872 2312 2178 134 285395 278409 6986 224184 220477 3707 14326 14089 237 45500 42865 2635 Overhead allocation 752966 752966 Other expenses 73095 71850 1245 Contract/other supplies 61814 60301 1513 Repairs & maintenance 25686 24198 1488 14279518 13108493 1171025 0 700 700 1319151 0 6923478 8978629 2409 161012 2591208 2365433 268544 225775 2907870 4123062 11422152 13489178 534776 483908 7810 0 542586 483908 X 10646387 12826989 233179 178281 10879566 13005270 11422152 13489178 X 1604778 520926 X X 0 1 X 1 0 X 2672422 631029 674287 1782969 1607693 7368400 11878152 11555657 11146860 12702262 14005746 61288677 14550574 12186686 11821147 14485231 15613439 68657077 0 0 0 68657077 150352 176728 153916 158946 261857 901799 14700926 12363414 11975063 14644177 15875296 69558876 0.98700 0.98790 0.00000 0.00000 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2020 Amount: $ 150,352. 2021 Amount: $ 176,728. 2022 Amount: $ 153,916. 2023 Amount: $ 158,946. 2024 Amount: $ 261,857. 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 44750 44750 2027953 1887998 139955 436855 400612 36243 81650 76823 4827 225775 Due from related parties 4123062 4123062 X 19326747 3442451 3442451 15884296 0 15884296 19732398 5452880 5452880 14279518 0 14279518 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 has evaluated the Organization's tax positions and concluded that the Organization's consolidated financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Revenues of related organizations, included in conoslidated Financials 3,182,234. Revenues eliminated in consolidation -260,709. Change in fair value of grant 520,926. Part XII, Line 2d - Other Adjustments: Expenses of related organizations, included in conoslidated Financials 5,713,589. Expenses eliminated in consolidation -260,709. 1 Home Starter Kits 300 0 31348 Cost Home Starter Kits contain essential household items such as dinnerware sets, cookware and kitchen appliances. 0 0 0 0 0 0 0 0 0 Bruce Patterson President/CEO 43659 441436 10385 105005 2337 23633 0 0 3765 38065 60146 608139 0 0 Kenneth Crum Chief Operating Officer 31415 230385 8573 62865 2841 20834 0 0 5285 38757 48114 352841 0 0 Nathaniel Hoover Chief Financial Officer 36252 265847 8793 64482 54 396 0 0 235 1727 45334 332452 0 0 Lisa Ward Executive Vice President 20386 234435 4799 55186 1195 13740 0 0 3602 41437 29982 344798 0 0 Dennis Dapolito EVP-Business Development 28893 211880 4831 35424 2165 15874 0 0 4480 32852 40369 296030 0 0 Lisa Long EVP-IT 28140 206363 4697 34443 2572 18863 0 0 2335 17127 37744 276796 0 0 Swati Aneja EVP-HR 25459 186702 4477 32829 2824 20711 0 0 4962 36380 37722 276622 0 0 Andrew Rind EVP-Program Services 39836 181475 5993 27299 336 1528 0 0 6169 28101 52334 238403 0 0 Soma Bakhtari VP-IT 24234 177718 1950 14300 210 1536 0 0 4109 30136 30503 223690 0 0 John Angerer VP-Risk & Compliance 22452 164651 1812 13285 103 755 0 0 4456 32681 28823 211372 0 0 Matthew Motko Executive Director 144214 16024 11693 1299 1211 135 0 0 30709 3412 187827 20870 0 0 Form 990, Part III, Line 4a, Program Service Accomplishments Abilities, Inc. of Florida, a 501(c)(3) nonprofit organization, is the Florida affiliate of ServiceSource. The mission of the organization is to provide employment supports and community-based services in the state of Florida. 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. Abilities, Inc. of Florida, the ServiceSource Florida affiliate, is located in Clearwater, FL. In addition to Abilities, ServiceSource operates through five affiliate offices: Central Fairfax Services (Fairfax, VA); WorkSource Enterprises (Charlottesville, VA); Employment Source (Fayetteville, NC); Opportunity Center, Inc., (New Castle, DE); and PARC Community Partnership Foundation (Clearfield, UT). Abilities, the ServiceSource Florida affiliate, served more than 25,190 individuals in fiscal year 2025 (FY 2025) and provides the following programs and services: Vocational rehabilitation core services providing employment services to include job development, supported and affirmative employment. A full range of rehabilitation and employment supports including vocational evaluation, work adjustment training, job coaching, supported employment and specialized programs. Warrior Bridge providing direct employment, job placement, housing services and the Warrior Bridge Veterans Mall, which provides necessary household items and business clothing at no cost for wounded veterans and their families. The High School High Tech youth transition program, a community-based partnership that provides high school students with disabilities the opportunity to explore jobs and post- secondary education leading to technology-related careers. Work incentive planning and assistance providing benefits counseling and work incentive counseling. Pre-employment transition (Pre-ETS) services, to prepare students with disabilities to transition into the workforce or continuing education after graduation. Opportunity Calls, a contact center and customer service training program, creates employment opportunities and provides career-track training for veterans and people with disabilities. Homes for Independence provides affordable, accessible and safe housing for persons with low income and/or disabilities. Interpreter services coordinates interpreter services for people who are deaf and supports local vocational rehabilitation offices with on-site, staffed interpreters through a contract with the Florida Division of Vocational Rehabilitation. 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 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 Schedule J: Abilities, Inc. of Florida compensates one individual shown in Part VII of the Form 990 and Schedule J, Part II. All others shown in these sections are compensated by ServiceSource, Inc., the organization's related organization. Abilities, Inc. of Florida relies on the compensation determination methodology of ServiceSource, Inc. The following is the compensation methodology used by 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 XI, line 9: Change in Beneficial Interest 520,926. 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 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 Worksource Enterprises 1311 Carlton Avenue Charlottesville VA 22902 540836455 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 ServiceSource has 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 FY 2025 through a range of innovative and valued employment, training, community integration, housing, and other support services. Homes for Independence - Homes for Independence is a subsidiary corporation of Abilities Inc. of Florida that provides affordable, accessible and safe housing rentals as well as housing counseling for individuals with disabilities and their families. Through housing programs in Florida and North Carolina, Homes for Independence provided housing support to 276 families in FY 2025.