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Nonprofiteer
← SERVICESOURCE INC

Form 990 for tax year 2023

Filed by SERVICESOURCE INC.

Totals

Total revenue
$159,043,162
Total expenses
$154,632,880
Contributions and grants received
$2,000,021
Grants paid
$2,122,850
Program service revenue
$155,424,265
Investment income
$664,802
Other revenue
$954,074
Total assets, end of year
$107,643,791
Total liabilities, end of year
$39,745,715
Net assets or fund balances, end of year
$67,898,076
Program services expenses (Part IX)
$145,423,942
Management and general expenses
$8,829,738
Fundraising expenses
$379,200
Program service expenses (Part III)
$145,423,942

Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL WALSH

    CHAIR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • GARY PETERSEN

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • WILLIAM WARNICKI

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • FRANK BURKE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • JOSEPH ASHLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • KRISTEN CHOU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • WEYHER DAWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • MARK DIORIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • JOANNE FINNIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • PATRICIA HARRISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • JULIET HATCHETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • HECTOR VELEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • BRANDT WOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • BRUCE PATTERSON

    PRESIDENT/CEO

    Total calculated
    $636,644
    From this org
    $298,141
    From related orgs
    $298,140
    Other
    $40,363
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $231,458 + $231,458 related
    Bonus
    $54,948 + $54,947 related
    Other
    $11,735 + $11,735 related
    Deferred
    $0
    Nontaxable benefits
    $20,182 + $20,181 related
    Filer's total
    $318,323 + $318,321 related

  • LISA WARD

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $360,455
    From this org
    $222,725
    From related orgs
    $95,455
    Other
    $42,275
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $177,197 + $75,943 related
    Bonus
    $35,074 + $15,032 related
    Other
    $10,454 + $4,480 related
    Deferred
    $0
    Nontaxable benefits
    $29,593 + $12,682 related
    Filer's total
    $252,318 + $108,137 related

  • NATHANIEL HOOVER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $368,417
    From this org
    $183,235
    From related orgs
    $183,235
    Other
    $1,947
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $145,588 + $145,588 related
    Bonus
    $37,422 + $37,422 related
    Other
    $225 + $225 related
    Deferred
    $0
    Nontaxable benefits
    $974 + $973 related
    Filer's total
    $184,209 + $184,208 related

  • KENNETH CRUM

    CHIEF OPERATING OFFICER

    Total calculated
    $384,541
    From this org
    $171,454
    From related orgs
    $171,453
    Other
    $41,634
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $127,367 + $127,366 related
    Bonus
    $32,500 + $32,500 related
    Other
    $11,587 + $11,587 related
    Deferred
    $0
    Nontaxable benefits
    $20,817 + $20,817 related
    Filer's total
    $192,271 + $192,270 related

  • BRENDA RICHARDSON

    EXECUTIVE DIRECTOR

    Total calculated
    $201,869
    From this org
    $84,783
    From related orgs
    $84,782
    Other
    $32,304
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $78,432 + $78,431 related
    Bonus
    $6,000 + $6,000 related
    Other
    $351 + $351 related
    Deferred
    $0
    Nontaxable benefits
    $16,152 + $16,152 related
    Filer's total
    $100,935 + $100,934 related

  • MABELENE AYCOCK

    SVP-OPERATIONS

    Total calculated
    $300,528
    From this org
    $297,944
    From related orgs
    $0
    Other
    $2,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,530
    Bonus
    $28,970
    Other
    $3,444
    Deferred
    $0
    Nontaxable benefits
    $2,584
    Filer's total
    $300,528

  • DONALD PINCUS

    EVP-CONTRACT OPERATIONS

    Total calculated
    $372,168
    From this org
    $367,281
    From related orgs
    $0
    Other
    $4,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,121
    Bonus
    $47,600
    Other
    $23,560
    Deferred
    $0
    Nontaxable benefits
    $4,887
    Filer's total
    $372,168

  • JOHN HUFF

    EVP-CONTRACT OPERATIONS

    Total calculated
    $308,618
    From this org
    $136,921
    From related orgs
    $136,921
    Other
    $34,776
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $112,578 + $112,578 related
    Bonus
    $17,600 + $17,600 related
    Other
    $6,743 + $6,743 related
    Deferred
    $0
    Nontaxable benefits
    $17,388 + $17,388 related
    Filer's total
    $154,309 + $154,309 related

  • DENNIS DAPOLITO

    EVP-BUSINESS DEVELOPMENT

    Total calculated
    $323,964
    From this org
    $144,244
    From related orgs
    $144,244
    Other
    $35,476
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $117,211 + $117,211 related
    Bonus
    $19,436 + $19,436 related
    Other
    $7,597 + $7,597 related
    Deferred
    $0
    Nontaxable benefits
    $17,738 + $17,738 related
    Filer's total
    $161,982 + $161,982 related

  • LISA LONG

    EVP-IT

    Total calculated
    $298,221
    From this org
    $140,067
    From related orgs
    $140,067
    Other
    $18,087
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $110,488 + $110,488 related
    Bonus
    $18,899 + $18,899 related
    Other
    $10,680 + $10,680 related
    Deferred
    $0
    Nontaxable benefits
    $9,044 + $9,043 related
    Filer's total
    $149,111 + $149,110 related

  • SWATI ANEJA

    EVP-HR

    Total calculated
    $296,044
    From this org
    $136,196
    From related orgs
    $136,195
    Other
    $23,653
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $105,313 + $105,312 related
    Bonus
    $19,115 + $19,115 related
    Other
    $11,768 + $11,768 related
    Deferred
    $0
    Nontaxable benefits
    $11,827 + $11,826 related
    Filer's total
    $148,023 + $148,021 related

  • LARRY CRABTREE

    SVP-OPERATIONS

    Total calculated
    $282,595
    From this org
    $254,187
    From related orgs
    $0
    Other
    $28,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,650
    Bonus
    $18,253
    Other
    $5,284
    Deferred
    $0
    Nontaxable benefits
    $28,408
    Filer's total
    $282,595

  • RICHARD STONESTREET

    VP-OPERATIONS

    Total calculated
    $232,857
    From this org
    $230,063
    From related orgs
    $0
    Other
    $2,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,438
    Bonus
    $15,420
    Other
    $22,205
    Deferred
    $0
    Nontaxable benefits
    $2,794
    Filer's total
    $232,857

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

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR SERVICESOURCE'S CEO IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS INDEPENDENT DETERMINATION INCLUDES THE USE OF 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 EXECUTIVE SALARY SURVEY CONDUCTED BY A LEADING CONSULTING FIRM CONDUCTED AT LEAST EVERY THREE YEARS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202501209349303400

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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