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Nonprofiteer
← SERVICESOURCE FOUNDATION INC

Form 990 for tax year 2024

Filed by SERVICESOURCE FOUNDATION INC.

Totals

Total revenue
$2,656,662
Total expenses
$1,299,429
Contributions and grants received
$2,173,504
Grants paid
$1,253,780
Program service revenue
$0
Investment income
$483,158
Other revenue
$0
Total assets, end of year
$18,656,094
Total liabilities, end of year
$295,184
Net assets or fund balances, end of year
$18,360,910
Program services expenses (Part IX)
$1,253,780
Management and general expenses
$45,649
Fundraising expenses
$0
Program service expenses (Part III)
$1,253,780

Program services were 96.5% 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.

  • 1d · Related organizations

    $98,814

  • 1f · All other contributions, gifts and grants

    $2,074,690

  • 3 · Investment income

    total $483,158 · excluded $483,158

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,216,310 · program services $1,216,310

  • 2 · Grants to domestic individuals

    total $37,470 · program services $37,470

  • 11c · Fees: accounting

    total $925 · management and general $925

  • 11f · Fees: investment management

    total $37,370 · management and general $37,370

  • 13 · Office expenses

    total $6,929 · management and general $6,929

  • 24a · Other expenses: Corporate registrations

    total $425 · management and general $425

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,818,792 · end of year $6,045,133

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,550 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $11,565,303 · end of year $12,610,961

  • 15 · Other assets

    beginning of year $3,908 · end of year $0

  • 18 · Grants payable

    beginning of year $4,746 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $295,184

  • 27 · Net assets without donor restrictions

    beginning of year $3,347,551 · end of year $4,594,393

  • 28 · Net assets with donor restrictions

    beginning of year $13,056,256 · end of year $13,766,517

Mission and programs · 2024

Mission

To provide funding to support unfunded and underfunded programs for people with disabilities.

  • See Schedule O.

    Expenses $1,253,780 · Grants $1,253,780

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bruce Wardinski

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Michelle Lee

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Albert Wu

    Secretary & Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Phoebe Craven

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark Crisler

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sean DellOrto

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • James L Francis

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Hall

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ryan Hymel

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Brad Nelson

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dale Powell

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Janet Samuelson

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dr Ralph W Shrader

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joe J Sorota Jr Esq

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Paul Thieberger

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Tiffany Washkewicz

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bruce Patterson

    President/CEO

    Total calculated
    $668,285
    From this org
    $0
    From related orgs
    $626,455
    Other
    $41,830
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,095 related
    Bonus
    $0 + $115,390 related
    Other
    $0 + $25,970 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $41,830 related
    Filer's total
    $0 + $668,285 related

  • Lisa Ward

    Executive Vice President

    Total calculated
    $374,780
    From this org
    $0
    From related orgs
    $329,741
    Other
    $45,039
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,821 related
    Bonus
    $0 + $59,985 related
    Other
    $0 + $14,935 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $45,039 related
    Filer's total
    $0 + $374,780 related

  • Nathaniel Hoover

    Chief Financial Officer

    Total calculated
    $377,786
    From this org
    $0
    From related orgs
    $375,824
    Other
    $1,962
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,099 related
    Bonus
    $0 + $73,275 related
    Other
    $0 + $450 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,962 related
    Filer's total
    $0 + $377,786 related

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 April 2026
IRS schema version
2024v5.5
Source object
202631079349301613

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