ServiceSource Foundation Inc (EIN 201438270) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Kenneth Crum

Phone

7034616000

Tax Period

2024-07-01 to 2025-06-30

SERVICESOURCE FOUNDATION INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $873K, a strong 37% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,173,504

Program Service Revenue $0

Investment Income $483,158

Other Revenue $0

TOTAL REVENUE $2,656,662

Expense Breakdown

Grants Paid $1,253,780

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,253,780

Other Expenses $45,649

TOTAL EXPENSES $1,299,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,656,662	$1,788,004	+0.5%
Expenses	$1,299,429	$2,140,855	-0.4%
Net Income	$1,357,233	$-352,851	-4.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,420,851

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Wardinski	Chairman	2.00	Officer Director	$0	$0	$0
Michelle Lee	Vice Chair	2.00	Officer Director	$0	$0	$0
Albert Wu	Secretary & Treasurer	2.00	Officer Director	$0	$0	$0
Phoebe Craven	Trustee	2.00	Director	$0	$0	$0
Mark Crisler	Trustee	2.00	Director	$0	$0	$0
Sean DellOrto	Trustee	2.00	Director	$0	$0	$0
James L Francis	Trustee	2.00	Director	$0	$0	$0
Elizabeth Hall	Trustee	2.00	Director	$0	$0	$0
Ryan Hymel	Trustee	2.00	Director	$0	$0	$0
Brad Nelson	Trustee	2.00	Director	$0	$0	$0
Dale Powell	Trustee	2.00	Director	$0	$0	$0
Janet Samuelson	Trustee	2.00	Director	$0	$0	$0
Dr Ralph W Shrader	Trustee	2.00	Director	$0	$0	$0
Joe J Sorota Jr Esq	Trustee	2.00	Director	$0	$0	$0
Paul Thieberger	Trustee	2.00	Director	$0	$0	$0
Tiffany Washkewicz	Trustee	2.00	Director	$0	$0	$0
Bruce Patterson	President/CEO	2.00	Officer	$0	$41,830	$668,285
Lisa Ward	Executive Vice President	2.00	Officer	$0	$45,039	$374,780
Nathaniel Hoover	Chief Financial Officer	2.00	Officer	$0	$1,962	$377,786

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,656,662	$1,299,429	$18,656,094	$1,357,233
2024	$1,788,004	$2,140,855	$16,408,553	$-352,851
2023	$3,825,965	$1,213,682	$16,319,184	$2,612,283
2022	$2,650,558	$1,222,430	$13,324,908	$1,428,128
2021	$4,771,666	$2,334,890	$14,610,746	$2,436,776
2020	$5,087,907	$5,123,939	$9,472,691	$-36,032
2019	$2,363,759	$1,490,726	$9,463,641	$873,033

ServiceSource Foundation Inc