TY 2022 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

A For the 2021 calendar year, or tax year beginning 10-01-2022 , and ending 09-30-2023

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
SOURCEAMERICA

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
8401 OLD COURTHOUSE RD

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
VIENNA, VA221823820

D Employer identification number

52-1007153

E Telephone number

G Gross receipts $ 199,574,670

F Name and address of principal officer:
RICHARD BELDEN
8401 OLD COURTHOUSE RD
VIENNA,VA221823820

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.SOURCEAMERICA.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1974

M State of legal domicile: DC

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: CREATE EMPLOYMENT OPPORTUNITIES AND CHOICES FOR PEOPLE WITH SIGNIFICANT DISABILITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	21
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	21
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	478
6	Total number of volunteers (estimate if necessary) .............	6	21
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	174,468,917	195,485,482
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,012,331	2,018,578
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	4,397	20,672
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	176,485,645	197,524,732
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,978,395	5,186,033
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	66,819,734	69,089,269
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	94,014,274	118,609,399
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	162,812,403	192,884,701
19	Revenue less expenses. Subtract line 18 from line 12.......	13,673,242	4,640,031
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	134,198,819	155,152,091
21	Total liabilities (Part X, line 26).............	16,035,072	25,890,201
22	Net assets or fund balances. Subtract line 21 from line 20.....	118,163,747	129,261,890

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2021)

Form 990 (2021)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: PROVIDE EMPLOYMENT CHOICES FOR INDIVIDUALS WITH DISABILITIES THROUGH THE NONPROFIT AGENCY COMMUNITY.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 185,265,020 including grants of $ 5,186,033 ) (Revenue $ 195,485,482 )
	SOURCEAMERICA CONNECTS GOVERNMENT CUSTOMERS AND OTHER ORGANIZATIONS TO A NATIONAL NETWORK OF ABILITYONE(R) AUTHORIZED PROVIDERS THAT HIRE A TALENTED SEGMENT OF THE WORKFORCE-PEOPLE WITH DISABILITIES. ESTABLISHED IN 1974, SOURCEAMERICA IS COMMITTED TO INCREASING ECONOMIC AND SOCIAL INCLUSION AND ADVOCATING FOR A MORE ACCESSIBLE FUTURE OF WORK FOR PEOPLE WITH DISABILITIES. SOURCEAMERICA, AN ABILITYONE(R) AUTHORIZED ENTERPRISE, HARNESSES THE MOMENTUM AND BOOSTS THE CAPABILITY OF ITS NETWORK AND CUSTOMERS AS A LEADING JOB CONNECTOR FOR THE DISABILITY COMMUNITY. IT'S OUR VISION THAT EVERY AMERICAN WITH A DISABILITY HAS CAREER PATH AND EMPLOYMENT CHOICES. IN FY2023, THERE WERE MORE THAN 575 NONPROFIT AGENCIES IN THE SOURCEAMERICA NETWORK, EMPLOYING MORE THAN 60,000 PEOPLE WITH DISABILITIES. TO LEARN MORE, VISIT SOURCEAMERICA.ORG AND FOLLOW @SOURCEAMERICA ON FACEBOOK, X (F/K/A TWITTER), INSTAGRAM, AND LINKEDIN.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses185,265,020

Form 990 (2021)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

List of Attached Documents:

// Content

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2021)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2021)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

478

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2021)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

Yes

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

Yes

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

THOMAS MURPHY8401 OLD COURTHOUSE RD VIENNA,VA221823820 (571) 421-8831

Form 990 (2021)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) MARK LEZOTTE...................................................................... CHAIR	5.00 .................	X	X	0	0	0
(2) NORM LORENTZ...................................................................... IMMEDIATE PAST CHAIR	5.00 .................	X	X	0	0	0
(3) WILLIAM OGLETREE...................................................................... VICE CHAIR	5.00 .................	X	X	0	0	0
(4) JOHN BOGASKY...................................................................... SECRETARY	5.00 .................	X	X	0	0	0
(5) CATHERINE MELOY...................................................................... TREASURER	5.00 .................	X	X	0	0	0
(6) BOB DANIELS...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(7) BRIAN BEHLER...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(8) PHYLLIS BARRETT...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(9) ARMANDO CONTRERAS...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(10) DAVID EAGLES...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(11) GREG GIDDENS...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(12) REGGIE HUGHES...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(13) BARBARA LEDUC...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(14) REUBEN ROTMAN...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(15) SHARON SMITH...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(16) ALLEN CONNELY...................................................................... DIRECTOR	1.50 .................	X		0	0	0
(17) DEBORAH COPELAND...................................................................... DIRECTOR	1.50 .................	X		0	0	0

Form 990 (2021)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MARK HECHINGER........................................................................ DIRECTOR	1.50 .......................	X				0	0	0
(19) KATE MCSWEENY........................................................................ DIRECTOR	1.50 .......................	X				0	0	0
(20) LISA RAE WEBB SHARPE........................................................................ DIRECTOR	1.50 .......................	X				0	0	0
(21) RUBEN RODRIGUEZ........................................................................ DIRECTOR	1.50 .......................	X				0	0	0
(22) PETER BERNS........................................................................ DIRECTOR (THRU 2/23)	1.50 .......................	X				0	0	0
(23) RICHARD BELDEN........................................................................ CEO	50.00 .......................		X			495,532	0	69,416
(24) WES TYLER........................................................................ COO	50.00 .......................		X			286,459	0	18,119
(25) JEFFREY MCCAW........................................................................ CFO	50.00 .......................		X			282,470	0	29,063
(26) ANGELO GRIMA........................................................................ SVP AND GENERAL COUNSEL	50.00 .......................		X			282,693	0	37,917
(27) JILL JOHNSON........................................................................ VP - PRODUCTS	50.00 .......................			X		232,645	0	49,211
(28) MIKE CALDRONE........................................................................ VP - IT	50.00 .......................			X		229,000	0	72,806
(29) TOM HARTIGAN........................................................................ VP - ACCOUNT SERVICES	50.00 .......................			X		221,145	0	67,113
(30) SHANE KANADY........................................................................ VP - WORKFORCE DEVELOPMENT	50.00 .......................			X		219,499	0	66,608
(31) HOWARD COOKE........................................................................ VP, ACCOUNT SUPPORT	50.00 .......................			X		232,280	0	70,794
(32) CATHY COOKE........................................................................ FORMER SVP-ABILITYONE PROGRAMS	50.00 .......................				X	154,665	0	11,817

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,636,388	0	492,864

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

228

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

Yes

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
THE GINN GROUP 200 WESTPARK DRIVE SUITE 100 PEACHTREE,GA30269	SUB CONTRACTED BUILDING MAINTENANCE	32,929,943
GLOBAL CONNECTIONS TO EMPLOYMENT INC 1221 WEST LAKEVIEW DRIVE PENSACOLA,FL32501	SUB CONTRACTED BUILDING MAINTENANCE AND	9,666,446
GOODWILL INDUSTRIES OF SOUTH FLORIDA IN 2121 NW 21ST STREET MIAMI,FL33142	MANUFACTURER OF M&D PROJECTS	7,198,059
PICCOLA MANUFACTURING CO PO BOX 705 SHEPHERDSVILLE,KY40165	SUB CONTRACTED BUILDING MAINTENANCE	5,984,730
UD CONTRACTING INC 3049 LILAC ROAD LEITCHFIELD,KY42754	SUB CONTRACTED BUILDING MAINTENANCE	5,631,832
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 71

Form 990 (2021)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	FEES	900099	100,658,123	100,658,123
b	GOVERNMENT CONTRACTS	900099	94,644,742	94,644,742
c	NATIONAL CONFERENCE	900099	182,617	182,617
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		195,485,482

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,836,237			2,836,237
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		19,153	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		19,153	6c
d	Net rental income or (loss).......			19,153			19,153
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,232,279	7a
b	Less: cost or other basis and sales expenses		2,049,938	7b
c	Gain or (loss)		-817,659	7c
d	Net gain or (loss).........			-817,659			-817,659
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	REIMBURSEMENTS AND OTH		900099	1,519			1,519
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,519
12	Total revenue. See instructions.....			197,524,732	195,485,482	0	2,039,250

Form 990 (2021)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,186,033	5,186,033
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,612,008	1,496,966	115,042
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	50,598,411	46,987,424	3,610,987
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,190,085	3,891,057	299,028
9	Other employee benefits .......	9,126,112	8,474,821	651,291
10	Payroll taxes ...........	3,562,653	3,308,402	254,251
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	517,897		517,897
c	Accounting ...........	94,711		94,711
d	Lobbying ...........	24,975		24,975
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	161,090		161,090
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	4,906,553	4,097,227	809,326
12	Advertising and promotion ....	3,459,636	3,458,601	1,035
13	Office expenses .......	1,343,154	1,235,147	108,007
14	Information technology ......	7,187,656	6,823,218	364,438
15	Royalties ..
16	Occupancy ...........	1,866,278	1,764,127	102,151
17	Travel ............	3,451,345	3,298,893	152,452
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,755,290	1,678,689	76,601
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,520,157	1,437,006	83,151
23	Insurance ...	704,679	661,694	42,985
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SUBCONTRACTS	90,676,343	90,676,343
b	MISCELLANEOUS EXPENSE	472,765	444,310	28,455
c	BAD DEBT EXPENSE	345,062	345,062
d	POST RETIREMENT HEALTHC	121,808		121,808
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	192,884,701	185,265,020	7,619,681	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2021)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			20,016,626	2	21,928,818
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			29,641,705	4	37,677,723
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			1,194,815	7	868,634
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			1,290,268	9	1,683,554
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	35,566,695
b	Less: accumulated depreciation	10b	22,050,857	12,247,515	10c	13,515,838
11	Investments—publicly traded securities .			69,454,742	11	77,558,547
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			353,148	15	1,918,977
16	Total assets. Add lines 1 through 15 (must equal line 33)...			134,198,819	16	155,152,091

17	Accounts payable and accrued expenses .....	14,279,248	17	22,710,661
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,755,824	25	3,179,540
26	Total liabilities. Add lines 17 through 25..	16,035,072	26	25,890,201

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	118,163,747	27	129,261,890
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	118,163,747	32	129,261,890
33	Total liabilities and net assets/fund balances ........	134,198,819	33	155,152,091

Form 990 (2021)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

197,524,732

Total expenses (must equal Part IX, column (A), line 25) ............

192,884,701

Revenue less expenses. Subtract line 2 from line 1 ..............

4,640,031

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

118,163,747

Net unrealized gains (losses) on investments ...............

6,458,112

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

129,261,890

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2021)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

SOURCEAMERICA

Employer identification number

52-1007153

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	156,626,080	156,573,830	184,833,481	174,468,917	195,485,482	867,987,790
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	156,626,080	156,573,830	184,833,481	174,468,917	195,485,482	867,987,790
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	81,075,888	80,375,231	99,148,510	103,406,588	105,763,862	469,770,079
c	Add lines 7a and 7b..	81,075,888	80,375,231	99,148,510	103,406,588	105,763,862	469,770,079
8	Public support. (Subtract line 7c from line 6.)						398,217,711

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...	156,626,080	156,573,830	184,833,481	174,468,917	195,485,482	867,987,790
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	1,441,736	1,400,014	1,699,985	2,012,331	2,855,390	9,409,456
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	1,441,736	1,400,014	1,699,985	2,012,331	2,855,390	9,409,456
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	1,414,215	-6,360	860,694	4,397	1,519	2,274,465
13	Total support. (Add lines 9, 10c, 11, and 12.)..	159,482,031	157,967,484	187,394,160	176,485,645	198,342,391	879,671,711

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

45.270 %

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

45.530 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

1.070 %

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

0.890 %

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	OTHER - 2018 AMOUNT: $ 1,414,215. 2019 AMOUNT: $ -6,360. 2020 AMOUNT: $ 80,694. 2021 AMOUNT: $ 4,397. 2022 AMOUNT: $ 1,519. INVENTORY SETTLEMENT - 2020 AMOUNT: $ 780,000.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SOURCEAMERICA

Employer identification number

52-1007153

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2021

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	232,278
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	153,233
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	385,511
d	Other exempt purpose expenditures ...............................................................................	192,338,100
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	192,723,611
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	57,967	113,927	348,889	385,511	906,294

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures	31,817	71,543	204,466	232,278	540,104

Schedule C (Form 990) 2021

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART I-A LINE 1:	THE ORGANIZATION DOES NOT ENGAGE IN DIRECT OR INDIRECT POLITICAL CAMPAIGN ACTIVITIES.

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SOURCEAMERICA

Employer identification number

52-1007153

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,958,528		1,958,528
b	Buildings ....	12,968,066	10,007,703	2,960,363
c	Leasehold improvements	82,167	49,887	32,280
d	Equipment ....	838,564	792,003	46,561
e	Other .....	19,719,370	11,201,264	8,518,106
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				13,515,838

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,179,540
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	203,821,754
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	6,458,112
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	6,458,112
3	Subtract line 2e from line 1..................			3	197,363,642
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	161,090
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	161,090
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	197,524,732

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	192,723,611
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	192,723,611
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	161,090
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	161,090
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	192,884,701

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2021

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
SOURCEAMERICA

Employer identification number
52-1007153

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) MELWOOD HORTICULTURAL CTR INC 5606 DOWER HOUSE ROAD UPPER MARLBORO,MD20772	52-0857690	501C3	363,000	REFUGEE VOC ED AND TRAINING. TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(2) SERVICESOURCE NORTH CAROLINA 600 AMES ST FAYETTEVILLE,NC28301	56-2253814	501C3	164,974	REFUGEE VOC ED AND TRAINING. CMMC GRANT
(3) ACCESSABILITY INC 360 HOOVER ST NE MINNEAPOLIS,MN55413	41-0735909	501C3	117,518	14C TRANSITION, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(4) ZOOM GROUP INC 1904 EMBASSY SQUARE BLVD LOUISVILLE,KY40299	61-1101882	501C3	115,000	14C TRANSITION
(5) HUMAN RESOURCES CENTER OF EDGAR AND CLARK COUNTIES PO BOX 1118 PARIS,IL61944	37-0922390	501C3	100,257	14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(6) TRADEWINDS SERVICES INC 3198 EAST 83RD PLACE MERRILLVILLE,IN46410	35-1139485	501C3	94,120	14C TRANSITION, EMERGENCY SUPPORT GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(7) THE DOUGLAS CENTER 3445 W HOWARD AVE SKOKIE,IL60076	01-0781831	501C3	91,041	14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(8) JOBONE 1085 S YUMA AVE INDEPENDENCE,MO64056	43-0922133	501C3	82,500	SECURITY AWARENESS TRAINING GRANT, 14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(9) BEACON GROUP SW INC 308 W GLENN ST TUCSON,AZ85705	86-0107976	501C3	80,000	14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(10) MT ROGERS IDC 255 GEORGE JAMES DRIVE WYTHEVILLE,VA24382	54-1395005	501C3	76,759	14C TRANSITION, CMMC GRANT, NPA TRAINING VOUCHERS
(11) RELAY RESOURCES 5312 NE 148TH AVENUE PORTLAND,OR97230	93-0468214	501C3	76,640	CMMC GRANT, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(12) TAC INDUSTRIES INC 2160 OLD SELMA ROAD SPRINGFIELD,OH45505	31-1078646	501C3	75,596	14C TRANSITION, MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(13) VIA OF THE LEHIGH VALLEY INC 336 WEST SPRUCE STREET BETHLEHEM,PA18018	23-1457999	501C3	73,549	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(14) CDS MONARCH INC 860 HARD ROAD WEBSTER,NY14580	16-1089115	501C3	73,000	14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(15) KNOX COUNTY ASSOC FOR REMARKABLE CITIZENS INC 2525 N 6TH STREET VINCENNES,IN47591	35-1182628	501C3	68,000	14C TRANSITION, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(16) THE ARC CADDO-BOSSIER 351 JORDAN STREET SHREVEPORT,LA71101	72-0482891	501C3	67,456	EMERGENCY SUPPORT GRANT, ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(17) ROLLING HILLS PROGRESS CTRINC PO BOX 85 LANARK,IL61046	36-2663577	501C3	66,651	14C TRANSITION, NPA TRAINING VOUCHERS, QWE
(18) MVW SERVICES INC 605 27TH ST SE PO BOX 1 MINOT,ND58702	45-0461622	501C3	65,000	14C TRANSITION, NPA TRAINING VOUCHERS
(19) WIREGRASS REHABILITATION CTR 795 ROSS CLARK CIRCLE DOTHAN,AR36303	63-0523650	501C3	61,022	EMERGENCY SUPPORT GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(20) NW WORKS INC 3085 SHAWNEE DRIVE WINCHESTER,VA22601	54-0880043	501C3	60,585	14C TRANSITION, ERS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(21) PALMETTO GOODWILL SERVICES 2150 EAGLE DRIVE NORTH CHARLESTON,SC29406	57-0632511	501C3	58,460	CMMC GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(22) COTTONWOOD INC 2801 WEST 31ST STREET LAWRENCE,KS66047	48-0780431	501C3	58,134	14C TRANSITION, QWE
(23) CW RESOURCES INC 200 MYRTLE STREET NEW BRITAIN,CT06053	06-0806499	501C3	57,776	14C TRANSITION, QWE
(24) LOUISIANA IND FOR THE DISABLED 1979 BEAUMONT DRIVE BATON ROUGE,LA70806	72-1033793	501C3	54,861	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(25) NOBIS ENTERPRISES INC 1480 BELLS FERRY ROAD MARIETTA,GA30066	58-1290439	501C3	53,596	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS,NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(26) THE ARC JEFFERSON - ST LAWRENCE PO BOX 41 WATERTOWN,NY13601	16-1134631	501C3	53,253	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(27) FRIENDSHIP INDUSTRIES 801 FRIENDSHIP DRIVE HARRISONBURG,VA22802	54-6073412	501C3	53,247	CMMC GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(28) DALE ROGERS TRAINING CTR 2501 NORTH UTAH OKLAHOMA CITY,OK73107	73-0665454	501C3	50,000	14C TRANSITION GRANT
(29) THE ARC OF BERGEN AND PASSAIC COUNTIES INC 301 LODI STREET HACKENSACK,NJ07601	22-3458399	501C3	50,000	14C TRANSITION GRANT
(30) PROGRESSIVE DIRECTIONS INC 1249 PARADISE HILL ROAD CLARKSVILLE,TN37040	62-0984296	501C3	50,000	CMMC GRANT
(31) GENESEE-LIVINGSTON-ORLEANS-WYOMING COUNTIES CHAPTER NYSARC INC 64 WALNUT ST BATAVIA,NY14020	16-1022565	501C3	50,000	14C TRANSITION GRANT
(32) GRAND TRAVERSE INDUSTRIES 2170 TRAVERSEFIELD DRIVE TRAVERSE CITY,MI49686	38-2090521	501C3	47,220	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(33) SKOOKUM EDUCATIONAL PROGRAMS PO BOX 5359 BREMERTON,WA98312	91-1434778	501C3	44,105	CMMC GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(34) SERVICESOURCE INC 10467 WHITE GRANITE DRIVE OAKTON,VA22124	54-0901256	501C3	41,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(35) ORC INDUSTRIES INC 2700 COMMERCE STREET LA CROSSE,WI54603	39-1078145	501C3	40,295	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(36) MAVAGI ENTERPRISES 5726 W HAUSMAN ROAD SAN ANTONIO,TX78249	74-3008826	501C3	37,316	CMMC GRANT, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(37) OE ENTERPRISES INC 348 ELIZABETH BRADY ROAD HILLSBOROUGH,NC27278	57-0740781	501C3	37,311	SECURITY AWARENESS TRAINING GRANT, ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,NPA TRAINING VOUCHERS, QWE
(38) BOBBY DODD INSTITUTE 2120 MARIETTA BLVD NW ATLANTA,GA30318	58-1847107	501C3	37,158	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(39) DEVELOPMENT WORKSHOP INC 555 WEST 25TH STREET IDAHO FALLS,ID83402	82-0303456	501C3	36,115	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(40) ENMRSH INC 2700 E 7TH STREET CLOVIS,NM88102	85-0213360	501C3	36,005	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(41) NEW LEAF INC PO BOX 943 OAK HARBOR,WA98277	91-0847513	501C3	34,612	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(42) BREVARD ACHIEVEMENT CTR INC 1845 COGSWELL STREET ROCKLEDGE,FL32955	59-1203280	501C3	34,229	CMMC GRANT, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,MARKETING SOCIAL MEDIA INTERNS
(43) NORTHERN TRANSITIONS INC 1401 WEST EASTERDAY AVE SAULT STE MARIE,MI49783	38-1876470	501C3	34,179	EMERGENCY SUPPORT GRANT,ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(44) MOZAIC 1083 WATERLOO-GENEVA ROAD WATERLOO,NY13165	16-1124314	501C3	33,287	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,MARKETING SOCIAL MEDIA INTERNS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(45) NORTHEASTERN MICHIGAN REHABILITATION & OPPORTUNITY CENTER 800 BOLTON STREET ALPENA,MI49707	38-1867280	501C3	33,126	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(46) SOUTHEASTERN KENTUCKY REHABINC 1205 WEST CUMBERLAND GAP PARKWAY CORBIN,KY40702	61-0725475	501C3	32,957	EMERGENCY SUPPORT GRANT,GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(47) TRAINING REHABILITATION & DEVELOPMENT INSTITUTE INC 425 SOLEDAD STE 800 SAN ANTONIO,TX78205	74-2938051	501C3	31,000	CMMC GRANT, ERS, QWE
(48) GARTEN SERVICES INC PO BOX 13970 SALEM,OR97309	93-0582004	501C3	30,980	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT,NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(49) NAVIGATIONS INC 4820 WAYNE ROAD BATTLE CREEK,MI49037	38-3029800	501C3	29,123	EMERGENCY SUPPORT GRANT,GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(50) CENTER INDUSTRIES CORPORATION PO BOX 17364 WICHITA,KS67217	48-0823001	501C3	28,352	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(51) GW COMMERCIAL SERVICES INC 1635 W MICHIGAN STREET INDIANAPOLIS,IN46222	35-2082941	501C3	28,146	NPA TRAINING VOUCHERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(52) PECKHAM INC 3510 CAPITAL CITY BOULEVARD LANSING,MI48906	38-2322117	501C3	27,500	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(53) GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES 406 W COMMERCE SAN ANTONIO,TX78207	46-0688991	501C3	27,500	MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS
(54) CASCADE CONNECTIONS 4350 CORDATA PARKWAY201 BELLINGHAM,WA98225	91-1017868	501C3	26,854	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(55) TOOLWORKS 25 KEARNY STREET SUITE 400 SAN FRANCISCO,CA94108	94-2493384	501C3	26,365	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(56) ABILITYFIRST 789 N FAIR OAKS AVE PASADENA,CA91103	95-1690983	501C3	25,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(57) OPPORTUNITY CENTER INC 2225 N UNION PONCA CITY,OK746011536	73-0766443	501C3	25,000	CMMC GRANT
(58) BH SERVICES INC 3650 RANGE ROAD RAPID CITY,SD57702	36-4081426	501C3	24,623	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(59) TRI-DEVELOPMENT CENTER OF AIKEN COUNTY INC PO BOX 698 AIKEN,SC29802	57-0669586	501C3	24,606	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(60) RISING STAR RESOURCE DEVELOPMENT CORP 2904 FLOYD STREET SUITE B DALLAS,TX752045910	86-1067010	501C3	24,570	EMERGENCY SUPPORT GRANT, ERS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(61) VTC ENTERPRISES PO BOX 1187 SANTA MARIA,CA93456	95-2690539	501C3	24,548	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(62) GOODWILL INDUSTRIES OF SOUTH MISSISSIPPI 2407 31ST STREET GULFPORT,MS39501	64-0547585	501C3	24,479	ERS, QWE, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(63) ACCESS SUPPORTS FOR LIVING INC 15 FORTUNE ROAD WEST MIDDLETOWN,NY10941	14-1471097	501C3	23,500	CMMC GRANT, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(64) SCHENECTADY COUNTY CHAPTER NYSARC INC 214 STATE STREET SCHENECTADY,NY12305	14-1459277	501C3	22,399	14C TRANSITION, EMERGENCY SUPPORT GRANT, QWE
(65) EMPLOYMENT HORIZONS 10 RIDGEDALE AVENUE CEDAR KNOLLS,NJ07927	83-1143789	501C3	20,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(66) THE KENNEDY COLLECTIVE 2440 RESERVOIR AVE TRUMBULL,CT06611	06-0709275	501C3	20,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(67) BAYAUD INDUSTRIES INC 333 W BAYAUD AVE DENVER,CO80223	84-0616970	501C3	20,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(68) GLOBAL CONNECTIONS TO EMPLOYMENT INC 1221 W LAKEVIEW AVE PENSACOLA,FL32501	47-2592811	501C3	20,000	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(69) SKILS'KIN 4004 EAST BOONE AVE SPOKANE,WA99202	91-0856829	501C3	19,974	CMMC GRANT, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(70) TRESCO INC 1800 COPPER LOOP LAS CRUCES,NM88005	85-0201597	501C3	18,500	ERS, MARKETING SOCIAL MEDIA INTERNS, NPA TRAINING VOUCHERS
(71) OPPORTUNITY RESOURCES INC 2821 S RUSSELL ST MISSOULA,MT59801	81-0247708	501C3	17,450	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(72) GOOD VOCATIONS INC 5171 EISENHOWER PARKWAY MACON,GA31206	58-2402364	501C3	17,080	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, MARKETING SOCIAL MEDIA INTERNS
(73) SERVICES TO ENHANCE POTENTIAL 2941 S GULLEY ROAD DEARBORN,MI48124	23-7289763	501C3	16,188	CMMC GRANT, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(74) JEWISH VOCATIONAL SERVICE AND COMMUNITY WORKSHOP 29699 SOUTHFIELD ROAD SOUTHFIELD,MI48076	38-1358013	501C3	15,997	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, NPA TRAINING VOUCHERS
(75) GOODWILL SERVICES INC 6301 MIDLOTHIAN TURNPIKE RICHMOND,VA23225	54-1821538	501C3	15,705	NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(76) THE CENTERS FOR HABILITATION 215 WEST LODGE DRIVE TEMPE,AZ85283	86-0217033	501C3	15,315	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(77) ADELANTE DEVELOPMENT CENTER INC 3900 OSUNA ROAD NE ALBUQUERQUE,NM87109	85-0262072	501C3	15,195	CMMC GRANT, NPA TRAINING VOUCHERS
(78) GESHER HUMAN SERVICES 29699 SOUTHFIELD ROAD SOUTHFIELD,MI48076	38-1358013	501C3	15,000	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(79) CHALLENGE UNLIMITED INC 4 EMMIE L KAUS LANE ALTON,IL62002	37-0805566	501C3	14,653	CMMC GRANT, MARKETING SOCIAL MEDIA INTERNS
(80) EVERY CITIZEN HAS OPPORTUNITIES INC P O BOX 2277 LEESBURG,VA20177	54-0972486	501C3	14,361	ERS, NPA TRAINING VOUCHERS, QWE
(81) WITCO 3919 E USTICK ROAD CALDWELL,ID83605	82-0468420	501C3	14,134	ERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(82) ANTHONY WAYNE REHABILITATION CENTER FOR HANDICAPPED & BLIND INC 8515 BLUFFTON ROAD FORT WAYNE,IN46809	35-1049596	501C3	13,981	NPA TRAINING VOUCHERS, QWE
(83) GOODWILL INDUSTRIES INC 553 FAIRVIEW AVE N ST PAUL,MN55104	47-0378996	501C3	13,789	NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(84) LICKING-KNOX GOODWILL INDUSTRIES INC 65 SOUTH FIFTH STREET NEWARK,OH43058	31-0921782	501C3	11,642	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(85) COMMUNITY WORKSHOPS INC 174 PORTLAND STREET BOSTON,MA02114	04-2103560	501C3	11,286	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, QWE
(86) YOLO EMPLOYMENT SERVICES 660 SIXTH STREET WOODLAND,CA95695	94-1680532	501C3	11,226	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(87) GOLDEN RULE INDUSTRIES OF MUSKOGEE INC 627 ELGIN MUSKOGEE,OK74401	73-6081297	501C3	11,134	EMERGENCY SUPPORT GRANT, NPA TRAINING VOUCHERS
(88) ASSETS INCORPORATED 2330 NICHOLS STREET ANCHORAGE,AK99508	92-0076696	501C3	10,433	GROWTH, TECHNOLOGY, & MODERNIZATION GRANT, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(89) EASTER SEALS CAPITAL REGION EASTERN CONNECTICUT INC 100 DEERFIELD ROAD WINDSOR,CT06095	06-0662138	501C3	10,291	ERS, GROWTH, TECHNOLOGY, & MODERNIZATION GRANT
(90) SVRC INDUSTRIES INC 203 S WASHINGTON AVE SAGINAW,MI48607	38-1740297	501C3	10,000	QWE
(91) NORTH BAY INDUSTRIES 649 MARTIN AVE ROHNERT PARK,CA94928	94-1676736	501C3	10,000	QWE
(92) HUMAN TECHNOLOGIES CORP 2260 DWYER AVENUE UTICA,NY13501	15-0571056	501C3	10,000	QWE
(93) OPPORTUNITY VILLAGE ARC 6050 S BUFFALO DRIVE LAS VEGAS,NV89113	88-6003567	501C3	10,000	MARKETING SOCIAL MEDIA INTERNS
(94) YAKIMA SPECIALTIES INC 1819 WEST J STREET YAKIMA,WA98902	91-0774342	501C3	10,000	QWE
(95) PUERTO RICO INDUSTRIES FOR THE BLIND CORP 2010 JAIME RODRIGUEZ ST MAYAGUEZ,PR00682	66-0800062	501C3	10,000	EMERGENCY SUPPORT GRANT
(96) GREAT PLAINS ENTERPRISES INC 4755 DESERT PLAINS RD LAS VEGAS,NV89147	43-1883204	501C3	10,000	EMERGENCY SUPPORT GRANT
(97) FONTANA RESOURCES AT WORK PO BOX 848 FONTANA,CA92334	95-2430724	501C3	10,000	QWE
(98) MRC INDUSTRIES INC 2538 S 26TH STREET KALAMAZOO,MI49048	38-1911437	501C3	10,000	QWE
(99) LIFEROOTS INC 1111 MENAUL BLVD NE ALBUQUERQUE,NM87107	85-0135073	501C3	10,000	QWE
(100) LOS ANGELES HABILITATION HOUSE 2041 SAN GABRIEL AVE LONG BEACH,CA90810	20-8579946	501C3	10,000	QWE
(101) SUNSHINE VILLAGE INC 75 LITWIN LANE CHICOPEE,MA01020	04-6190469	501C3	10,000	QWE
(102) ASPIRO INC 1673 DOUSMAN STREET GREEN BAY,WI54303	39-0987024	501C3	8,818	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(103) NORTHWEST COMMUNITY ACTION PRG PO BOX 51248 CASPER,WY82605	83-6006897	501C3	8,809	ERS, NPA TRAINING VOUCHERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(104) GOODWILL CONTRACT SERV HAWAII 2610 KILIHAU STREET HONOLULU,HI96819	06-1700328	501C3	8,210	ERS, NPA TRAINING VOUCHERS
(105) THE CORPORATE SOURCE 1225 FRANKLIN AVENUE SUITE 335 GARDEN CITY,NY11530	13-3882284	501C3	8,104	ERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(106) PUEBLO DIVERSIFIED INDUSTRIES 2828 GRANADA BOULEVARD PUEBLO,CO81005	84-0575987	501C3	7,500	QWE
(107) JEWISH CHILD AND FAMILY SERVICES 216 WEST JACKSON CHICAGO,IL60606	36-2167757	501C3	7,500	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(108) EASTERN CAROLINA VOCATIONAL CENTER INC 2100 N GREENE STREET GREENVILLE,NC27834	56-0889288	501C3	7,500	NPA TRAINING VOUCHERS
(109) LILLIE RICE CTR INC 2616 E ISAACS AVENUE WALLA WALLA,WA99362	91-0789757	501C3	7,480	ERS, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(110) NORTH JERSEY FRIENDSHIP HOUSE INC 125 ATLANTIC STREET HACKENSACK,NJ07601	22-1766593	501C3	7,475	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(111) NUVISIONS CENTER 658 VALLEY ST LEWISTOWN,PA17044	23-1352344	501C3	7,150	CMMC GRANT, ERS
(112) READYONE INDUSTRIES INC 1414 ABILITY DR EL PASO,TX79936	74-2544266	501C3	6,996	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(113) RAUCH INC 845 PARK PLACE NEW ALBANY,IN47150	35-1011521	501C3	6,902	TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(114) ENTERPRISE PROFESSIONAL SERVICES INC 3 LAKEWAY CENTRE COURT LAKEWAY,TX78734	45-0896436	501C3	6,703	CMMC GRANT, TRAINING, COMPLIANCE, & CERTIFICATION GRANT
(115) CHALLENGE ENTERPRISES OF N FL PO BOX 1248 GREEN COVE SPRINGS,FL32043	59-1478621	501C3	6,468	NPA TRAINING VOUCHERS
(116) LANDMARK SERVICES INC 410 NORTH FAIRVIEW STREET SANTA ANA,CA92703	33-0943980	501C3	6,109	NPA TRAINING VOUCHERS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

116

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SOURCEAMERICA

Employer identification number

52-1007153

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RICHARD BELDEN CEO	(i) (ii)	391,968 ------------- 0	100,000 ------------- 0	3,564 ------------- 0	29,650 ------------- 0	43,861 ------------- 0	569,043 ------------- 0	0 ------------- 0
2ANGELO GRIMA SVP AND GENERAL COUNSEL	(i) (ii)	262,814 ------------- 0	14,575 ------------- 0	5,304 ------------- 0	23,495 ------------- 0	14,443 ------------- 0	320,631 ------------- 0	0 ------------- 0
3JEFFREY MCCAW CFO	(i) (ii)	267,150 ------------- 0	12,500 ------------- 0	2,820 ------------- 0	28,975 ------------- 0	715 ------------- 0	312,160 ------------- 0	0 ------------- 0
4WES TYLER COO	(i) (ii)	229,717 ------------- 0	12,000 ------------- 0	44,742 ------------- 0	7,630 ------------- 0	10,814 ------------- 0	304,903 ------------- 0	0 ------------- 0
5HOWARD COOKE VP, ACCOUNT SUPPORT	(i) (ii)	220,500 ------------- 0	10,980 ------------- 0	800 ------------- 0	25,385 ------------- 0	46,914 ------------- 0	304,579 ------------- 0	0 ------------- 0
6MIKE CALDRONE VP - IT	(i) (ii)	217,185 ------------- 0	11,294 ------------- 0	521 ------------- 0	26,089 ------------- 0	47,150 ------------- 0	302,239 ------------- 0	0 ------------- 0
7TOM HARTIGAN VP - ACCOUNT SERVICES	(i) (ii)	203,020 ------------- 0	14,000 ------------- 0	4,125 ------------- 0	23,906 ------------- 0	43,640 ------------- 0	288,691 ------------- 0	0 ------------- 0
8SHANE KANADY VP - WORKFORCE DEVELOPMENT	(i) (ii)	202,182 ------------- 0	17,000 ------------- 0	317 ------------- 0	23,511 ------------- 0	43,978 ------------- 0	286,988 ------------- 0	0 ------------- 0
9JILL JOHNSON VP - PRODUCTS	(i) (ii)	210,464 ------------- 0	20,000 ------------- 0	2,181 ------------- 0	24,430 ------------- 0	26,222 ------------- 0	283,297 ------------- 0	0 ------------- 0
10CATHY COOKE FORMER SVP-ABILITYONE PROGRAMS	(i) (ii)	153,825 ------------- 0	0 ------------- 0	840 ------------- 0	9,057 ------------- 0	3,470 ------------- 0	167,192 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	1. TAX INDEMNIFICATION/GROSS-UPS - THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REQUIRING PAYMENT OR REIMBURSEMENT OF THESE BENEFITS; HOWEVER, IF THESE BENEFITS ARE PROVIDED, TERMS AND CONDITIONS ARE OUTLINED IN INDIVIDUAL EMPLOYEE AGREEMENTS. 2. HEALTH/SOCIAL CLUBS - THE ORGANIZATION DOES NOT REIMBURSE EXPENSES RELATED TO SOCIAL CLUB DUES. ALL EXPENSES FOR HEALTH OR FITNESS MUST BE DOCUMENTED AND APPROVED IN LINE WITH THE SOURCEAMERICA APPROVED POLICY PRIOR TO REIMBURSEMENT. A MAXIMUM REIMBURSEMENT OF $500.00 PER YEAR IS OFFERED TO ALL EMPLOYEES INCLUDING HIGHLY COMPENSATED IN ACCORDANCE WITH SOURCEAMERICA'S WELLNESS REIMBURSEMENT PROGRAM.
PART I, LINE 3	THE SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD SETS AND APPROVES THE COMPENSATION OF THE CEO. THE CEO APPROVES THE COMPENSATION FOR ALL OTHER DISQUALIFIED PERSONS AS DEFINED BY IRS CODE, SECTION 4958 F(1). THIS SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE OBTAINS COMPENSATION COMPARABILITY DATA FOR THE CEO AND THE OTHER DISQUALIFIED POSITIONS. THE COMPARABILITY DATA IS GENERALLY PROVIDED BY AN EXPERT IN COMPENSATION AND IS BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT'S OWN COMPENSATION STUDIES, AND OTHER COMPARABLE DATA. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION OF DISQUALIFIED INDIVIDUALS TO ENSURE NO EXCESS BENEFIT HAS OCCURRED. THE COMMITTEE'S DELIBERATION AND FINAL VOTE EXCLUDES ANY PERSON(S) WHOSE COMPENSATION IS BEING APPROVED OR ANY OTHER BOARD MEMBER WITH A CONFLICT OF INTEREST. THE EXECUTIVE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION WITH CONCURRENT APPROVAL FROM THE FULL BOARD OF DIRECTORS. THE ORGANIZATION'S DOCUMENTATION CONTAINS THE FOLLOWING: (1) THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED; (2) THE MEMBERS OF THE EXECUTIVE COMPENSATION COMMITTEE WHO WERE PRESENT DURING THE DEBATE ON THE TRANSACTION THAT WAS APPROVED AND THOSE THAT VOTED ON IT; (3) THE COMPARABILITY DATA THAT WAS RELIED ON BY THE EXECUTIVE COMPENSATION COMMITTEE AND HOW THE DATA WAS OBTAINED, AND (4) ANY ACTIONS BY A MEMBER OF THE EXECUTIVE COMPENSATION COMMITTEE HAVING A CONFLICT OF INTEREST. ALL DOCUMENTATION MUST BE PREPARED BEFORE THE LATER OF THE NEXT MEETING OF THE EXECUTIVE COMPENSATION COMMITTEE OR 60 DAYS AFTER THE FINAL ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE MUST APPROVE THE DOCUMENTATION BY THE NEXT BOARD MEETING.
PART I, LINE 7	THE BONUS AMOUNTS ARE DISCRETIONARY BASED ON PERFORMANCE TO BOARD APPROVED GOALS.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

SOURCEAMERICA

Employer identification number

52-1007153

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS PROVIDED TO THE FULL SOURCEAMERICA BOARD GENERALLY 15 DAYS IN ADVANCE FOR REVIEW BEFORE IT IS EXECUTED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER.
FORM 990, PART VI, SECTION B, LINE 12C	ALL MEMBERS OF THE BOARD OF DIRECTORS MUST FILE AN ANNUAL DISCLOSURE STATEMENT REVEALING ALL CONFLICTS OF INTEREST. THE SOURCEAMERICA BOARD OF DIRECTORS ADOPTED A CODE OF CONDUCT POLICY THAT ALL BOARD MEMBERS MUST ABIDE BY. ALL SOURCEAMERICA EMPLOYEES, BOARD MEMBERS AND OTHER TEAM MEMBERS MUST ABIDE BY THE CODE OF CONDUCT AND THE CONFLICT OF INTEREST POLICY AND MUST FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT FORM ON AN ANNUAL BASIS OR SOONER AS CONFLICTS ARISE. ALL NEW SOURCEAMERICA EMPLOYEES MUST FILE A CONFLICT OF INTEREST FORM UPON HIRE.
FORM 990, PART VI, SECTION B, LINE 15	THE SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD SETS AND APPROVES THE COMPENSATION OF THE CEO. THE CEO APPROVES THE COMPENSATION FOR ALL OTHER DISQUALIFIED PERSONS AS DEFINED BY IRS CODE SECTION 4958 F(1). THE SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE OBTAINS COMPENSATION COMPARABILITY DATA FOR THE CEO AND OTHER DISQUALIFIED POSITIONS. THE COMPARABILITY DATA IS GENERALLY PROVIDED BY AN EXPERT IN COMPENSATION AND IS BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT'S OWN COMPENSATION STUDIES AND OTHER COMPARABLE DATA. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION OF DISQUALIFIED INDIVIDUALS TO ENSURE NO EXCESS BENEFIT HAS OCCURRED. THE COMMITTEE'S DELIBERATIONS AND FINAL VOTE EXCLUDES ANY PERSON(S) WHOSE COMPENSATION IS BEING APPROVED OR ANY OTHER BOARD MEMBER WITH A CONFLICT OF INTEREST. THE EXECUTIVE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION WITH CONCURRENT APPROVAL FROM THE FULL BOARD OF DIRECTORS. THE ORGANIZATION'S DOCUMENTATION CONTAINS THE FOLLOWING: 1. THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED, 2.THE MEMBERS OF THE EXECUTIVE COMPENSATION COMMITTEE WHO WERE PRESENT DURING THE DEBATE ON THE TRANSACTION THAT WAS APPROVED AND THOSE THAT VOTED ON IT, 3.THE COMPARABILITY DATA THAT WAS RELIED ON BY THE EXECUTIVE COMPENSATION COMMITTEE AND HOW THE DATA WAS OBTAINED AND 4. ANY ACTIONS BY A MEMBER OF THE EXECUTIVE COMPENSATION COMMITTEE HAVING A CONFLICT OF INTEREST. ALL DOCUMENTATION MUST BE PREPARED BEFORE THE LATER OF THE NEXT MEETING OF THE EXECUTIVE COMPENSATION COMMITTEE OR 60 DAYS AFTER THE FINAL ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE MUST APPROVE THE DOCUMENTATION BY THE NEXT BOARD MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version: