WorkSource Enterprises

EIN: 540836455 501(c)(3) Employment

Charlottesville, VA

Total Revenue
$2,260,423
Total Expenses
$2,218,260
Total Assets
$6,019,766
Net Assets
$5,709,847
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
VA
Principal Officer
Kenneth Crum
Phone
4349721730
Tax Period
2024-07-01 to 2025-06-30

WorkSource Enterprises, founded in 1967, is a community nonprofit in the Employment sector that reported $2.3M in total revenue in fiscal year 2024. Net assets of $5.7M represent 30 months of operating reserves.

Mission

To facilitate services, resources, and partnerships that support people with disabilities, along with their families, caregivers, and community members.

Program Service Accomplishments

Program 1
Expenses: $1,986,859 Revenue: $1,747,174

WorkSource, a 501(c)(3) nonprofit organization, is an affiliate of ServiceSource. The mission of the organization is to provide employment supports and community-based services in Charlottesville...

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WorkSource, a 501(c)(3) nonprofit organization, is an affiliate of ServiceSource. The mission of the organization is to provide employment supports and community-based services in Charlottesville, VA. The ServiceSource organization comprises six affiliates with programs and operations in more than 30 states and the District of Columbia. The affiliates are locally incorporated as separate 501(c)(3) entities but meet concurrently through the same volunteer board of directors across regions. In addition to WorkSource, ServiceSource operates through five affiliate offices: Central Fairfax Services (Fairfax, VA); Employment Source (Fayetteville, NC); Abilities of Florida (Clearwater, FL); Opportunity Center, Inc., (New Castle, DE), and PARC Community Partnership Foundation (Clearfield, UT). WorkSource served more than 200 individuals in fiscal year 2025 (FY 2025) and provides the following programs and services: A full range of rehabilitation and employment supports including job skills training, placement services, supported employment, and specialized programs; competitive and community-based employment services and transitional services; and comprehensive community integration services offering customized, person-centered program options that maximize community integration and personal choice to individuals who have significant and often multiple medical and physical disabilities. Affirmative employment programs provide community integrated employment for people with disabilities in career fields such as custodial work for government customers.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $49,407
Program Service Revenue $1,747,174
Investment Income $362,259
Other Revenue $101,583
TOTAL REVENUE $2,260,423

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,446,196
Fundraising Expenses $0
Program Expenses $1,986,859
Other Expenses $772,064
TOTAL EXPENSES $2,218,260

Year-over-Year Comparison

2024 2023 Change
Revenue $2,260,423 $2,242,124 +0.0%
Expenses $2,218,260 $2,165,678 +0.0%
Net Income $42,163 $76,446 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
42
Volunteers
13

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
10
$2,002,547
Total Directors
13
$0
Key Employees
1
$290,737
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gary Petersen Chair 0.40
Officer Director
$0 $0 $0
William Warnecki Chair Elect 0.40
Officer Director
$0 $0 $0
Juliet Hatchett Vice Chair 0.40
Officer Director
$0 $0 $0
Frank Burke Treasurer 0.40
Officer Director
$0 $0 $0
Michael Walsh Past Chair 0.40
Officer Director
$0 $0 $0
Joseph Ashley Director 0.40
Director
$0 $0 $0
Kristen Chou Director 0.40
Director
$0 $0 $0
Weyher Dawson Director 0.40
Director
$0 $0 $0
Mark Diorio Director 0.40
Director
$0 $0 $0
Joanne Finnigan Director 0.40
Director
$0 $0 $0
Patricia Harrison Director 0.40
Director
$0 $0 $0
Hector Velez Director 0.40
Director
$0 $0 $0
Brandt Wood Director 0.40
Director
$0 $0 $0
Bruce Patterson President/CEO 2.00
Officer
$25,059 $41,830 $668,285
Lisa Ward Executive Vice President 1.00
Officer
$6,595 $45,039 $374,780
Nathaniel Hoover Chief Financial Officer 2.00
Officer
$15,033 $1,962 $377,786
Kenneth Crum Chief Operating Officer 2.00
Officer
$14,276 $44,042 $400,955
Charles McElroy Executive Director 40.00
Officer
$167,844 $12,897 $180,741
Andrew Rind EVP-Program Services 1.00
Key Emp
$5,129 $34,270 $290,737
Dennis Dapolito EVP-Business Development 2.00
Highest
$11,963 $37,332 $336,399
Lisa Long EVP-IT 2.00
Highest
$11,803 $19,462 $314,540
Swati Aneja EVP-HR 2.00
Highest
$10,919 $41,342 $314,344
Soma Bakhtari VP-IT 2.00
Highest
$8,798 $34,245 $254,193
John Angerer VP-Risk & Compliance 2.00
Highest
$8,122 $37,137 $240,195
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 $2,260,423 $2,218,260 $6,019,766 $42,163
2024 $2,242,124 $2,165,678 $5,895,489 $76,446
2023 $2,262,804 $1,844,164 $2,999,106 $418,640
2022 $2,183,228 $1,680,973 $2,438,593 $502,255
2021 $1,621,798 $1,591,407 $2,868,861 $30,391
2020 $1,779,014 $1,965,670 $2,228,046 $-186,656
2019 $2,000,181 $1,993,344 $2,065,495 $6,837
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