ServiceSource Inc (EIN 540901256) - 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

1971

Legal Domicile

Principal Officer

Kenneth Crum

Phone

7034616000

Tax Period

2024-07-01 to 2025-06-30

SERVICESOURCE INC, founded in 1971, is a major nonprofit in the Employment sector that reported $133.3M in total revenue in fiscal year 2018.

Mission

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

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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 $2,270,948

Program Service Revenue $174,029,999

Investment Income $805,670

Other Revenue $489,474

TOTAL REVENUE $177,596,091

Expense Breakdown

Grants Paid $2,168,331

Salaries & Benefits $93,855,521

Fundraising Expenses $508,492

Program Expenses $162,624,440

Other Expenses $76,521,643

TOTAL EXPENSES $172,545,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,596,091	$159,043,162	+0.1%
Expenses	$172,545,495	$154,632,880	+0.1%
Net Income	$5,050,596	$4,410,282	+0.1%

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

1674

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

$2,029,539

Total Directors

Key Employees

$1,037,154

Highest Compensated

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
Frank Burke	Treasurer	0.40	Officer Director	$0	$0	$0
Mark Diorio	Vice Chair	0.40	Officer Director	$0	$0	$0
Michael Walsh	Past Chair	0.40	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
Joanne Finnigan	Director	0.40	Director	$0	$0	$0
Patricia Harrison	Director	0.40	Director	$0	$0	$0
Juliet Hatchett	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	20.00	Officer	$313,228	$41,830	$668,285
Lisa Ward	Executive Vice President	28.00	Officer	$230,820	$45,039	$374,780
Nathaniel Hoover	Chief Financial Officer	20.00	Officer	$187,912	$1,962	$377,786
Kenneth Crum	Chief Operating Officer	20.00	Officer	$178,457	$44,042	$400,955
Brenda Richardson	Executive Director	20.00	Officer	$86,803	$34,128	$207,733
Mabelene Aycock	SVP-Operations	40.00	Key Emp	$316,406	$2,645	$319,051
Donald Pincus	EVP-Contract Operations	40.00	Key Emp	$381,528	$4,373	$385,901
John Huff	EVP-Contract Operations	20.00	Key Emp	$147,698	$36,806	$332,202
Dennis Dapolito	EVP-Business Development	20.00	Highest	$149,535	$37,332	$336,402
Lisa Long	EVP-IT	20.00	Highest	$147,540	$19,462	$314,542
Swati Aneja	EVP-HR	20.00	Highest	$136,502	$41,342	$314,346
Larry Crabtree	SVP-Operations (to 10/24)	40.00	Highest	$258,675	$25,175	$283,850
Richard Stonestreet	VP-Operations	40.00	Highest	$241,129	$2,851	$243,980

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	$177,596,091	$172,545,495	$122,885,938	$5,050,596
2024	$159,043,162	$154,632,880	$107,643,791	$4,410,282
2023	$152,368,038	$148,397,535	$97,338,377	$3,970,503
2022	$141,976,449	$138,487,968	$95,499,098	$3,488,481
2021	$141,629,461	$139,807,239	$97,090,483	$1,822,222
2020	$140,188,406	$136,289,183	$80,352,385	$3,899,223
2019	$133,269,438	$133,904,915	$71,566,958	$-635,477

ServiceSource Inc