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Nonprofit · EIN 20-1438270

SERVICESOURCE FOUNDATION INC

Tax-exempt · OAKTON, VA 22124

Financials

$3.8M$1.2M2022$1.8M$2.1M2023$2.7M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of SERVICESOURCE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,656,662$1,299,429$1,357,233$18,656,094$295,184$18,360,910
June 30, 2024990$1,788,004$2,140,855-$352,851$16,408,553$4,746$16,403,807
June 30, 2023990$3,825,965$1,213,682$2,612,283$16,319,184$32,164$16,287,020
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,173,504
Program service revenue
$0
Investment income
$483,158
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,253,780
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$925
Program services (functional)
$1,253,780
Management and general (functional)
$45,649

Balance sheet and other

Total assets, start of year
$16,408,553
Total assets, end of year
$18,656,094
Total liabilities, end of year
$295,184
Net assets, end of year
$18,360,910
Publicly traded securities
$12,610,961
Net assets without donor restrictions
$4,594,393
Net assets with donor restrictions
$13,766,517
Gross receipts
$2,656,662
Employees
0
Volunteers
16
Year formed
2004
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Bruce PattersonPresident/CEO
Officer
2$0$626,455$41,830
Nathaniel HooverChief Financial Officer
Officer
2$0$375,824$1,962
Lisa WardExecutive Vice President
Officer
2$0$329,741$45,039
Bruce WardinskiChairman
Trustee or director, Officer
2$0$0$0
Michelle LeeVice Chair
Trustee or director, Officer
2$0$0$0
Albert WuSecretary & Treasurer
Trustee or director, Officer
2$0$0$0
Phoebe CravenTrustee
Trustee or director
2$0$0$0
Mark CrislerTrustee
Trustee or director
2$0$0$0
Sean DellOrtoTrustee
Trustee or director
2$0$0$0
James L FrancisTrustee
Trustee or director
2$0$0$0
Elizabeth HallTrustee
Trustee or director
2$0$0$0
Ryan HymelTrustee
Trustee or director
2$0$0$0
Brad NelsonTrustee
Trustee or director
2$0$0$0
Dale PowellTrustee
Trustee or director
2$0$0$0
Janet SamuelsonTrustee
Trustee or director
2$0$0$0
4 more people on this return
NameTitleHours / weekCompensation
Dr Ralph W ShraderTrustee
Trustee or director
2$0
Joe J Sorota Jr EsqTrustee
Trustee or director
2$0
Paul ThiebergerTrustee
Trustee or director
2$0
Tiffany WashkewiczTrustee
Trustee or director
2$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRUCE PATTERSONPRESIDENT/CEO
Officer
2$0$596,281$40,363
NATHANIEL HOOVERCHIEF FINANCIAL OFFICER
Officer
2$0$366,470$1,947
LISA WARDEXECUTIVE VICE PRESIDENT
Officer
2$0$318,180$42,275
BRUCE WARDINSKICHAIR
Trustee or director, Officer
2$0$0$0
MICHELLE LEEVICE CHAIR
Trustee or director, Officer
2$0$0$0
ALBERT WUSECRETARY & TREASURER
Trustee or director, Officer
2$0$0$0
DR FRANKLIN CLARK IIITRUSTEE
Trustee or director
2$0$0$0
PHOEBE CRAVENTRUSTEE
Trustee or director
2$0$0$0
JAMES L FRANCISTRUSTEE
Trustee or director
2$0$0$0
BRAD NELSONTRUSTEE
Trustee or director
2$0$0$0
DALE E POWELLTRUSTEE
Trustee or director
2$0$0$0
DR RALPH W SHRADERTRUSTEE
Trustee or director
2$0$0$0
TIFFANY WASHKEWICZTRUSTEE
Trustee or director
2$0$0$0
JANET SAMUELSONTRUSTEE
Trustee or director
2$0$0$0
JOSEPH SOROTATRUSTEE
Trustee or director
2$0$0$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRUCE PATTERSONPRESIDENT/CEO
Officer
2$0$570,603$38,173
MARK HALLPRESIDENT (RETIRED 10/22)
Officer
2$0$408,678$35,906
NATHANIEL HOOVERCHIEF FINANCIAL OFFICER
Officer
2$0$343,563$11,414
LISA WARDEXECUTIVE VICE PRESIDENT
Officer
2$0$307,078$38,089
BRUCE WARDINSKICHAIR
Trustee or director, Officer
2$0$0$0
MICHELLE LEEVICE CHAIR
Trustee or director, Officer
2$0$0$0
NINO R VAGHISECRETARY & TREASURER
Trustee or director, Officer
2$0$0$0
DRFRANKLIN CLARKTRUSTEE
Trustee or director
2$0$0$0
PHOEBE CRAVENTRUSTEE
Trustee or director
2$0$0$0
JAMES L FRANCISTRUSTEE
Trustee or director
2$0$0$0
BRAD NELSONTRUSTEE
Trustee or director
2$0$0$0
DALE E POWELLTRUSTEE
Trustee or director
2$0$0$0
JANET SAMUELSONTRUSTEE
Trustee or director
2$0$0$0
DR RALPH W SHRADERTRUSTEE
Trustee or director
2$0$0$0
JOSEPH SOROTATRUSTEE
Trustee or director
2$0$0$0
TIFFANY WASHKEWICZTRUSTEE
Trustee or director
2$0$0$0
ALBERT WUTRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
10467 WHITE GRANITE DRIVE, OAKTON, VA 22124-2763
In care of
% JANET E SAMUELSON
Principal officer (990 for 2024)
Kenneth Crum, 10467 White Granite Drive, Oakton, VA 22124
Signed the 990
Nate Hoover, Chief Financial Officer
Phone
(703) 461-6000
Return prepared by
Rogers & Company PLLC

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • See Schedule O.
    Expenses $1,253,780 · grants $1,253,780

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-1438270
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P11)
Assets (IRS master file)
$18,656,094
Income (IRS master file)
$2,656,662

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,656,662$1,299,429$18,656,094XML
990June 2024$1,788,004$2,140,855$16,408,553IRS
990June 2023$3,825,965$1,213,682$16,319,184XML
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1438270).

Questions about SERVICESOURCE FOUNDATION INC

What is the EIN of SERVICESOURCE FOUNDATION INC?
The employer identification number (EIN) of SERVICESOURCE FOUNDATION INC is 20-1438270.
Is SERVICESOURCE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to SERVICESOURCE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SERVICESOURCE FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SERVICESOURCE FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SERVICESOURCE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SERVICESOURCE FOUNDATION INC?
The 990 for the year ended June 30, 2025 names Kenneth Crum.
Who are the officers and directors of SERVICESOURCE FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
How much revenue does SERVICESOURCE FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,656,662, expenses of $1,299,429 and total assets of $18,656,094 at year end.

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