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Nonprofiteer
← SOURCEAMERICA

Form 990 for tax year 2022

Filed by SOURCEAMERICA.

Totals

Total revenue
$197,524,732
Total expenses
$192,884,701
Contributions and grants received
$0
Grants paid
$5,186,033
Program service revenue
$195,485,482
Investment income
$2,018,578
Other revenue
$20,672
Total assets, end of year
$155,152,091
Total liabilities, end of year
$25,890,201
Net assets or fund balances, end of year
$129,261,890
Program services expenses (Part IX)
$185,265,020
Management and general expenses
$7,619,681
Fundraising expenses
$0
Program service expenses (Part III)
$185,265,020

Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: FEES

    total $100,658,123 · related or exempt $100,658,123

  • 2b · Program service revenue: GOVERNMENT CONTRACTS

    total $94,644,742 · related or exempt $94,644,742

  • 2c · Program service revenue: NATIONAL CONFERENCE

    total $182,617 · related or exempt $182,617

  • 3 · Investment income

    total $2,836,237 · excluded $2,836,237

  • 6a · Gross rents

    real property $19,153

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $19,153

  • 6d · Net rental income or loss

    total $19,153 · excluded $19,153

  • 7a · Gross sales of assets other than inventory

    securities $1,232,279

  • 7b · Less cost or other basis and sales expenses

    securities $2,049,938

  • 7c · Gain or loss

    securities -$817,659

  • 7d · Net gain or loss

    total -$817,659 · excluded -$817,659

  • 11a · Other revenue: REIMBURSEMENTS AND OTH

    total $1,519 · excluded $1,519

  • 11e · Other revenue, total

    $1,519

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,186,033 · program services $5,186,033

  • 5 · Compensation of officers, directors and key employees

    total $1,612,008 · program services $1,496,966 · management and general $115,042

  • 7 · Other salaries and wages

    total $50,598,411 · program services $46,987,424 · management and general $3,610,987

  • 8 · Pension plan contributions

    total $4,190,085 · program services $3,891,057 · management and general $299,028

  • 9 · Other employee benefits

    total $9,126,112 · program services $8,474,821 · management and general $651,291

  • 10 · Payroll taxes

    total $3,562,653 · program services $3,308,402 · management and general $254,251

  • 11b · Fees: legal

    total $517,897 · management and general $517,897

  • 11c · Fees: accounting

    total $94,711 · management and general $94,711

  • 11d · Fees: lobbying

    total $24,975 · management and general $24,975

  • 11f · Fees: investment management

    total $161,090 · management and general $161,090

  • 11g · Fees: other

    total $4,906,553 · program services $4,097,227 · management and general $809,326

  • 12 · Advertising and promotion

    total $3,459,636 · program services $3,458,601 · management and general $1,035

  • 13 · Office expenses

    total $1,343,154 · program services $1,235,147 · management and general $108,007

  • 14 · Information technology

    total $7,187,656 · program services $6,823,218 · management and general $364,438

  • 16 · Occupancy

    total $1,866,278 · program services $1,764,127 · management and general $102,151

  • 17 · Travel

    total $3,451,345 · program services $3,298,893 · management and general $152,452

  • 19 · Conferences, conventions and meetings

    total $1,755,290 · program services $1,678,689 · management and general $76,601

  • 22 · Depreciation, depletion and amortization

    total $1,520,157 · program services $1,437,006 · management and general $83,151

  • 23 · Insurance

    total $704,679 · program services $661,694 · management and general $42,985

  • 24a · Other expenses: SUBCONTRACTS

    total $90,676,343 · program services $90,676,343

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $472,765 · program services $444,310 · management and general $28,455

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $345,062 · program services $345,062

  • 24d · Other expenses: POST RETIREMENT HEALTHC

    total $121,808 · management and general $121,808

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,016,626 · end of year $21,928,818

  • 4 · Accounts receivable

    beginning of year $29,641,705 · end of year $37,677,723

  • 7 · Other notes and loans receivable

    beginning of year $1,194,815 · end of year $868,634

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,290,268 · end of year $1,683,554

  • 10a · Land, buildings and equipment: cost or other basis

    $35,566,695

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,050,857

  • 10c · Land, buildings and equipment, net

    beginning of year $12,247,515 · end of year $13,515,838

  • 11 · Investments: publicly traded securities

    beginning of year $69,454,742 · end of year $77,558,547

  • 15 · Other assets

    beginning of year $353,148 · end of year $1,918,977

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,279,248 · end of year $22,710,661

  • 25 · Other liabilities

    beginning of year $1,755,824 · end of year $3,179,540

  • 27 · Net assets without donor restrictions

    beginning of year $118,163,747 · end of year $129,261,890

Mission and programs · 2022

Mission

PROVIDE EMPLOYMENT CHOICES FOR INDIVIDUALS WITH DISABILITIES THROUGH THE NONPROFIT AGENCY COMMUNITY.

Activities or mission (Part I)

CREATE EMPLOYMENT OPPORTUNITIES AND CHOICES FOR PEOPLE WITH SIGNIFICANT DISABILITIES.

  • SOURCEAMERICA CONNECTS GOVERNMENT CUSTOMERS AND OTHER ORGANIZATIONS TO A NATIONAL NETWORK OF ABILITYONE(R) AUTHORIZED PROVIDERS THAT HIRE A TALENTED SEGMENT OF THE WORKFORCE-PEOPLE WITH DISABILITIES. ESTABLISHED IN 1974, SOURCEAMERICA IS COMMITTED TO INCREASING ECONOMIC AND SOCIAL INCLUSION AND ADVOCATING FOR A MORE ACCESSIBLE FUTURE OF WORK FOR PEOPLE WITH DISABILITIES. SOURCEAMERICA, AN ABILITYONE(R) AUTHORIZED ENTERPRISE, HARNESSES THE MOMENTUM AND BOOSTS THE CAPABILITY OF ITS NETWORK AND CUSTOMERS AS A LEADING JOB CONNECTOR FOR THE DISABILITY COMMUNITY. IT'S OUR VISION THAT EVERY AMERICAN WITH A DISABILITY HAS CAREER PATH AND EMPLOYMENT CHOICES. IN FY2023, THERE WERE MORE THAN 575 NONPROFIT AGENCIES IN THE SOURCEAMERICA NETWORK, EMPLOYING MORE THAN 60,000 PEOPLE WITH DISABILITIES. TO LEARN MORE, VISIT SOURCEAMERICA.ORG AND FOLLOW @SOURCEAMERICA ON FACEBOOK, X (F/K/A TWITTER), INSTAGRAM, AND LINKEDIN.

    Expenses $185,265,020 · Grants $5,186,033 · Revenue $195,485,482

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARK LEZOTTE

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • NORM LORENTZ

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • WILLIAM OGLETREE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JOHN BOGASKY

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • CATHERINE MELOY

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • BOB DANIELS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • BRIAN BEHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • PHYLLIS BARRETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • ARMANDO CONTRERAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • DAVID EAGLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • GREG GIDDENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • REGGIE HUGHES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • BARBARA LEDUC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • REUBEN ROTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • SHARON SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • ALLEN CONNELY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • DEBORAH COPELAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • MARK HECHINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • KATE MCSWEENY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • LISA RAE WEBB SHARPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • RUBEN RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • PETER BERNS

    DIRECTOR (THRU 2/23)

    Total calculated
    $0
    Hours/week
    1.5

  • RICHARD BELDEN

    CEO

    Total calculated
    $564,948
    From this org
    $495,532
    From related orgs
    $0
    Other
    $69,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $391,968
    Bonus
    $100,000
    Other
    $3,564
    Deferred
    $29,650
    Nontaxable benefits
    $43,861
    Filer's total
    $569,043

  • WES TYLER

    COO

    Total calculated
    $304,578
    From this org
    $286,459
    From related orgs
    $0
    Other
    $18,119
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $229,717
    Bonus
    $12,000
    Other
    $44,742
    Deferred
    $7,630
    Nontaxable benefits
    $10,814
    Filer's total
    $304,903

  • JEFFREY MCCAW

    CFO

    Total calculated
    $311,533
    From this org
    $282,470
    From related orgs
    $0
    Other
    $29,063
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,150
    Bonus
    $12,500
    Other
    $2,820
    Deferred
    $28,975
    Nontaxable benefits
    $715
    Filer's total
    $312,160

  • ANGELO GRIMA

    SVP AND GENERAL COUNSEL

    Total calculated
    $320,610
    From this org
    $282,693
    From related orgs
    $0
    Other
    $37,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $262,814
    Bonus
    $14,575
    Other
    $5,304
    Deferred
    $23,495
    Nontaxable benefits
    $14,443
    Filer's total
    $320,631

  • JILL JOHNSON

    VP - PRODUCTS

    Total calculated
    $281,856
    From this org
    $232,645
    From related orgs
    $0
    Other
    $49,211
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,464
    Bonus
    $20,000
    Other
    $2,181
    Deferred
    $24,430
    Nontaxable benefits
    $26,222
    Filer's total
    $283,297

  • MIKE CALDRONE

    VP - IT

    Total calculated
    $301,806
    From this org
    $229,000
    From related orgs
    $0
    Other
    $72,806
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $217,185
    Bonus
    $11,294
    Other
    $521
    Deferred
    $26,089
    Nontaxable benefits
    $47,150
    Filer's total
    $302,239

  • TOM HARTIGAN

    VP - ACCOUNT SERVICES

    Total calculated
    $288,258
    From this org
    $221,145
    From related orgs
    $0
    Other
    $67,113
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $203,020
    Bonus
    $14,000
    Other
    $4,125
    Deferred
    $23,906
    Nontaxable benefits
    $43,640
    Filer's total
    $288,691

  • SHANE KANADY

    VP - WORKFORCE DEVELOPMENT

    Total calculated
    $286,107
    From this org
    $219,499
    From related orgs
    $0
    Other
    $66,608
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,182
    Bonus
    $17,000
    Other
    $317
    Deferred
    $23,511
    Nontaxable benefits
    $43,978
    Filer's total
    $286,988

  • HOWARD COOKE

    VP, ACCOUNT SUPPORT

    Total calculated
    $303,074
    From this org
    $232,280
    From related orgs
    $0
    Other
    $70,794
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,500
    Bonus
    $10,980
    Other
    $800
    Deferred
    $25,385
    Nontaxable benefits
    $46,914
    Filer's total
    $304,579

  • CATHY COOKE

    FORMER SVP-ABILITYONE PROGRAMS

    Total calculated
    $166,482
    From this org
    $154,665
    From related orgs
    $0
    Other
    $11,817
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $153,825
    Bonus
    $0
    Other
    $840
    Deferred
    $9,057
    Nontaxable benefits
    $3,470
    Filer's total
    $167,192

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
1. TAX INDEMNIFICATION/GROSS-UPS - THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REQUIRING PAYMENT OR REIMBURSEMENT OF THESE BENEFITS; HOWEVER, IF THESE BENEFITS ARE PROVIDED, TERMS AND CONDITIONS ARE OUTLINED IN INDIVIDUAL EMPLOYEE AGREEMENTS. 2. HEALTH/SOCIAL CLUBS - THE ORGANIZATION DOES NOT REIMBURSE EXPENSES RELATED TO SOCIAL CLUB DUES. ALL EXPENSES FOR HEALTH OR FITNESS MUST BE DOCUMENTED AND APPROVED IN LINE WITH THE SOURCEAMERICA APPROVED POLICY PRIOR TO REIMBURSEMENT. A MAXIMUM REIMBURSEMENT OF $500.00 PER YEAR IS OFFERED TO ALL EMPLOYEES INCLUDING HIGHLY COMPENSATED IN ACCORDANCE WITH SOURCEAMERICA'S WELLNESS REIMBURSEMENT PROGRAM.
PART I, LINE 3
THE SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD SETS AND APPROVES THE COMPENSATION OF THE CEO. THE CEO APPROVES THE COMPENSATION FOR ALL OTHER DISQUALIFIED PERSONS AS DEFINED BY IRS CODE, SECTION 4958 F(1). THIS SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE OBTAINS COMPENSATION COMPARABILITY DATA FOR THE CEO AND THE OTHER DISQUALIFIED POSITIONS. THE COMPARABILITY DATA IS GENERALLY PROVIDED BY AN EXPERT IN COMPENSATION AND IS BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT'S OWN COMPENSATION STUDIES, AND OTHER COMPARABLE DATA. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION OF DISQUALIFIED INDIVIDUALS TO ENSURE NO EXCESS BENEFIT HAS OCCURRED. THE COMMITTEE'S DELIBERATION AND FINAL VOTE EXCLUDES ANY PERSON(S) WHOSE COMPENSATION IS BEING APPROVED OR ANY OTHER BOARD MEMBER WITH A CONFLICT OF INTEREST. THE EXECUTIVE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION WITH CONCURRENT APPROVAL FROM THE FULL BOARD OF DIRECTORS. THE ORGANIZATION'S DOCUMENTATION CONTAINS THE FOLLOWING: (1) THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED; (2) THE MEMBERS OF THE EXECUTIVE COMPENSATION COMMITTEE WHO WERE PRESENT DURING THE DEBATE ON THE TRANSACTION THAT WAS APPROVED AND THOSE THAT VOTED ON IT; (3) THE COMPARABILITY DATA THAT WAS RELIED ON BY THE EXECUTIVE COMPENSATION COMMITTEE AND HOW THE DATA WAS OBTAINED, AND (4) ANY ACTIONS BY A MEMBER OF THE EXECUTIVE COMPENSATION COMMITTEE HAVING A CONFLICT OF INTEREST. ALL DOCUMENTATION MUST BE PREPARED BEFORE THE LATER OF THE NEXT MEETING OF THE EXECUTIVE COMPENSATION COMMITTEE OR 60 DAYS AFTER THE FINAL ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE MUST APPROVE THE DOCUMENTATION BY THE NEXT BOARD MEETING.
PART I, LINE 7
THE BONUS AMOUNTS ARE DISCRETIONARY BASED ON PERFORMANCE TO BOARD APPROVED GOALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • MELWOOD HORTICULTURAL CTR INC

    $363,000

    REFUGEE VOC ED AND TRAINING. TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • SERVICESOURCE NORTH CAROLINA

    $164,974

    REFUGEE VOC ED AND TRAINING. CMMC GRANT

  • ACCESSABILITY INC

    $117,518

    14C TRANSITION, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • ZOOM GROUP INC

    $115,000

    14C TRANSITION

  • HUMAN RESOURCES CENTER OF EDGAR AND CLARK COUNTIES

    $100,257

    14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • TRADEWINDS SERVICES INC

    $94,120

    14C TRANSITION, EMERGENCY SUPPORT GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • THE DOUGLAS CENTER

    $91,041

    14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • JOBONE

    $82,500

    SECURITY AWARENESS TRAINING GRANT, 14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE

  • BEACON GROUP SW INC

    $80,000

    14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT

  • MT ROGERS IDC

    $76,759

    14C TRANSITION, CMMC GRANT, NPA TRAINING VOUCHERS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
7 March 2024
IRS schema version
2022v5.0
Source object
202440729349300439

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