ServiceSource
Legal name: ServiceSource Inc
Nonprofit profile at a glance
- EIN
- 540901256
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Oakton, VA, United States
- Phone
- 703-461-6000
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Vocational Rehabilitation
Reported finances
- Revenue
- $177,596,091
- Expenses
- $172,545,495
- Assets
- $122,885,938
- Liabilities
- $47,569,336
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- Bruce Patterson (President/CEO)
- Lisa Ward (Executive Vice President)
- Brenda Richardson (Executive Director)
Highest reported compensation
- Bruce Patterson (President/CEO): $668,285 total reported compensation
- Kenneth Crum (Chief Operating Officer): $400,955 total reported compensation
- Donald Pincus (EVP-Contract Operations): $385,901 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
ServiceSource is a leading service provider and employer for individuals with disabilities. Our mission is to facilitate services, resources, and partnerships to support people with disabilities, their families, caregivers, and community members. What We Do We provide a wide range of customized programs for individuals, families, employers, and corporate partners. Our proven collaborative approach helps foster a community where individuals with disabilities can succeed and thrive.
What it reported doing in 2024
See Schedule O.
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some related-organization disclosures are missing.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 87
- Accountability: 95
- Sustainability: 43
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 91.2%; rating input score 91
- Program expense ratio: 94.3%; rating input score 94
- Fundraising efficiency: $4.47 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Missing
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Scored; rating input score 0
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.8%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 0.71; rating input score 28; 28th percentile among comparable filings
- Liabilities to assets ratio: 0.39; rating input score 46; 46th percentile among comparable filings
- Officer compensation ratio: 1.8%; rating input score 59; 59th percentile among comparable filings
Growth
- Program expense growth: 5.1% per year; rating input score 100; 41st percentile among comparable filings
- Revenue growth: 5.3% per year; rating input score 100; 46th percentile among comparable filings
- Asset growth: 5.6% per year; rating input score 100; 41st percentile among comparable filings
Details
- What they do: 3 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 91.2% of revenue deployed · 94.3% of spending went to programs
- Governance: 13 of 13 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $162.6M in reported program spending
- Leadership: top reported pay $668K · 26 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $35.1M reported
- Consistency: 38 of 38 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 16 filed money-flow records
- Related organizations: 37 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 18/100.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- High — Sustainability: Total-asset coverage ratio scored 28/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Liabilities to assets ratio scored 46/100.
- Review — Sustainability: Officer compensation ratio scored 59/100.