Civic Intelligence

The Ability Experience

EIN 58-1588777 • 501(c)3 • Charlotte, NC

Profile

The ability experience uses shared experiences to support people with disabilities and develop the men of pi kappa phi into servant leaders. We have partnered with than 264 camps and organizations that serve people with disabilities. The primary activities of the organization include volunteering on campus communities, building accessible amenities, and hosting friendship visits through our cycling events.

3701 Arco Corporate Drive Ste 500Charlotte, NC 28273

abilityexperience.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.12x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$335,987

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

25%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,719,300

Up $993,133 (+27%) from 2023

Liabilities

Up

$365,236

Up $163,675 (+81%) from 2023

Net Assets

Up

$4,354,064

Up $829,458 (+24%) from 2023

Revenue

Up

$2,947,028

Up $580,738 (+25%) from 2023

Expenses

Up

$2,792,895

Up $589,310 (+27%) from 2023

Net Income

Down

$154,133

Down $8,572 (-5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,756,096Liabilities 2010: $75,677Net Assets 2010: $1,680,4192010Assets 2011: $1,819,176Liabilities 2011: $98,725Net Assets 2011: $1,720,4512011Assets 2012: $2,094,437Liabilities 2012: $117,460Net Assets 2012: $1,976,9772012Assets 2013: $2,105,859Liabilities 2013: $251,499Net Assets 2013: $1,854,3602013Assets 2014: $2,128,616Liabilities 2014: $267,501Net Assets 2014: $1,861,1152014Assets 2015: $1,975,534Liabilities 2015: $140,156Net Assets 2015: $1,835,3782015Assets 2016: $2,197,882Liabilities 2016: $218,182Net Assets 2016: $1,979,7002016Assets 2017: $2,432,148Liabilities 2017: $240,687Net Assets 2017: $2,191,4612017Assets 2018: $2,390,941Liabilities 2018: $199,662Net Assets 2018: $2,191,2792018Assets 2019: $2,277,088Liabilities 2019: $152,832Net Assets 2019: $2,124,2562019Assets 2020: $2,486,544Liabilities 2020: $304,584Net Assets 2020: $2,181,9602020Assets 2021: $3,220,412Liabilities 2021: $264,301Net Assets 2021: $2,956,1112021Assets 2022: $3,454,505Liabilities 2022: $127,251Net Assets 2022: $3,327,2542022Assets 2023: $3,726,167Liabilities 2023: $201,561Net Assets 2023: $3,524,6062023Assets 2024: $4,719,300Liabilities 2024: $365,236Net Assets 2024: $4,354,0642024

Highlighted filing

2024

Assets$4,719,300
Liabilities$365,236
Net Assets$4,354,064

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,972,5522010Expenses 2011: $2,029,5582011Expenses 2012: $2,232,7282012Expenses 2013: $2,394,9712013Revenue 2014: $2,085,928Expenses 2014: $2,136,236Net Income 2014: -$50,3082014Revenue 2015: $2,153,916Expenses 2015: $2,001,740Net Income 2015: $152,1762015Revenue 2016: $2,169,253Expenses 2016: $2,113,420Net Income 2016: $55,8332016Revenue 2017: $2,557,103Expenses 2017: $2,450,975Net Income 2017: $106,1282017Revenue 2018: $2,232,045Expenses 2018: $2,334,029Net Income 2018: -$101,9842018Revenue 2019: $2,362,395Expenses 2019: $2,330,188Net Income 2019: $32,2072019Revenue 2020: $1,513,666Expenses 2020: $1,640,811Net Income 2020: -$127,1452020Revenue 2021: $2,139,385Expenses 2021: $1,483,642Net Income 2021: $655,7432021Revenue 2022: $2,696,656Expenses 2022: $1,748,410Net Income 2022: $948,2462022Revenue 2023: $2,366,290Expenses 2023: $2,203,585Net Income 2023: $162,7052023Revenue 2024: $2,947,028Expenses 2024: $2,792,895Net Income 2024: $154,1332024

Highlighted filing

2024

Revenue$2,947,028
Expenses$2,792,895
Net Income$154,133

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.37$4.35$2.95$2.79$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.20$3.52$2.37$2.20$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.13$3.33$2.70$1.75$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.26$2.96$2.14$1.48$0.66
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.30$2.18$1.51$1.64$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.15$2.12$2.36$2.33$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.20$2.19$2.23$2.33$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.24$2.19$2.56$2.45$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.22$1.98$2.17$2.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.14$1.84$2.15$2.00$0.15
2014Summary only. Only limited summary data is available for this year.$2.13$0.27$1.86$2.09$2.14$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.25$1.85$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.12$1.98$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.10$1.72$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.08$1.68$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,948,240
Mission and Program Overview

Mission

The ability experience uses shared experiences to support people with disabilities and develop the men of pi kappa phi into servant leaders. We have partnered with than 264 camps and organizations that serve people with disabilities. The primary activities of the organization include volunteering on campus communities, building accessible amenities, and hosting friendship visits through our cycling events.

To serve people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,233,464$4,154,461▲ $920,997
Cash and Non-Interest-Bearing Accounts$380,091$492,605▲ $112,514
Land, Buildings, and Equipment, Net$19,984$6,857▼ $13,127
Prepaid Expenses and Deferred Charges$29,009$3,034▼ $25,975
Accounts Receivable$9,800$3,024▼ $6,776
Total Assets$3,726,167$4,719,300▲ $993,133
Other Assets Total$53,819$59,319▲ $5,500
Liabilities
Accounts Payable and Accrued Expenses$86,012$285,764▲ $199,752
Other Liabilities$53,819$59,319▲ $5,500
Deferred Revenue$61,730$20,153▼ $41,577
Total Liabilities$201,561$365,236▲ $163,675
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,783,307$2,239,349▲ $456,042
Net Assets Without Donor Restrictions$1,741,299$2,114,715▲ $373,416
Total Net Assets Fund Balance$3,524,606$4,354,064▲ $829,458
Total Liabilities and Net Assets / Fund Balance$3,726,167$4,719,300▲ $993,133

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,857$57,910$64,767
Other Securities$275,724--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jake HendersonCEOFT$226,667$109,320$335,987
Basil LybergPresident & Executive DireFT$140,790$25,905$166,695

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,821,180
Program Service Revenue
$0
Investment Income
$103,301
Other Revenue
$22,547
All Other Contributions
$2,821,180
Change in Net Assets
$154,133

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table249$260,602Fair Market Value
Other Non Cash Contri Table2$4,558Fair Market Value
Total Noncash Contributions251$265,160-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,947,028
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$675,325
Total Revenue per Audited Statements
$3,622,353
Total Revenue per Form 990
$2,947,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,430,226
Salaries, Compensation, and Employee Benefits$913,564
Grants and Similar Amounts Paid$449,105
Total Fundraising Expense$182,756
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$449,105--$449,105
Other Salaries and Wages$331,760-$81,321$413,081
Current Officers, Directors, Trustees, and Key Employees$286,066$81,391-$367,457
Conferences and Meetings$222,108$811$5,765$228,684
Travel$202,140$3,844$12,264$218,248
Fees for Services Other$147,530$23,140$18,449$189,119
Office Expenses$103,163$8,457$12,187$123,807
Fees for Services Accounting$75,023$27,554$12,666$115,243
Payroll Taxes$47,150$6,203$6,114$59,467
Occupancy$36,211$4,703$6,114$47,028
Information Technology$32,768$4,428$5,515$42,711
Pension Plan Contributions$24,968$7,122$5,802$37,892
Other Employee Benefits$32,804$2,863-$35,667
Other Expenses$18,770$307$613$19,690
Depreciation Depletion$10,884$4,232$1,812$16,928
Insurance$8,760$1,138$1,479$11,377
Total Functional Expenses$2,428,321$181,818$182,756$2,792,895

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,792,895
Total Expenses per Audited Statements$2,792,895
Total Expenses per Form 990$2,792,895
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kinder FrogsFort Worth, TX-Provide a Developmentally Appropriate Educational Environment for Children With Down Syndrome and Other Developmental Delays$50,000
Best Buddies of ArizonaPhoenix, AZ-Provide Funding to Promote the Inclusivity of People With Intellectual and Developmental Disabilities Through One-to-one Friendships, Integrated Employment, and Leadership Development Programs.$18,000
East Alabama Exceptional FoundationOpelika, AL-Provide Educational and Recreational Programs for Individuals With Intellectual and Developmental Disabilities That Are No Longer Served in the School System.$10,000
Easter Seals WashingtonSeattle, WA-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities$10,000
Akron Rotary CampAkron, OH-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities.$7,500
Camp Twin LakesAtlanta, GA-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities.$7,500
Clemson University Outdoor LabPendleton, SC-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities.$7,500
Best BuddiesKnoxville, TN-To Provide Organizational Support$6,500
Down Home RanchElgin, TX-To Empower the Lives of People With Intellectual and Developmental Disabilities Through Social, Educational, Residential and Vocational Opportunities.$6,500
Hope Hollow MinistriesCanton, MS-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities.$6,000
Camp Stand by MeKey Center, WA-Provide Funding to the Camp for Construction Materials and Accessibility-related Improvements. This Grant Supports the Development of Inclusive and Adaptive Environments That Enhance the Quality of Life and Participation for People With Disabilities.$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$59,319
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Prior to filing form 990, the ceo, audit chair, cfo and controller of the ability experience conduct a detail review of the tax return. A review list of any questions or comments is prepared and discussed with the tax preparer. Upon satisfaction of any follow-up items, an electronic copy of the tax return is forwarded to each director for review prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

The ability experience requires each board member to reveal possible conflicts of interest in an annual disclosure statement.

Form 990, Part VI, Section B, Line 15A

The board of directors discusses ceo and key employees performance and goals at the annual business meeting. The executive committee follows up at the year end review to determine compensation based on prior discussions.

Form 990, Part VI, Section C, Line 18

Documents available on the website and upon written request to the organization.

Form 990, Part VI, Section C, Line 19

Documents available upon written request to the organization.

Filing and Contact Details

Filer

Filer Name
The Ability Experience
EIN
58-1588777
Phone
7045042400
Address
3701 ARCO CORPORATE DRIVE STE 500, CHARLOTTE, NC 28273

Signing Officer

Name
Matthew Zellars
Title
CFO
Phone
7045042400
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jake Henderson
Formed
1984
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
15
Volunteers
0

Preparer

Firm
Brown Edwards & Company Llp
Address
3906 ELECTRIC ROAD, ROANOKE, VA 24018
Preparer
Evan Ross
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Process has not changed from prior year.

Raw XML AppendixShowing 400 of 724 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt086012
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0285764
IRS990/AccountsReceivableGrp/BOYAmt09800
IRS990/AccountsReceivableGrp/EOYAmt03024
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SERVE PEOPLE WITH DISABILITIES.
IRS990/AllOtherContributionsAmt02821180
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATTHEW ZELLARS
IRS990/BooksInCareOfDetail/PhoneNum07045042400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03701 ARCO CORPORATE DRIVE STE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028273
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt081391
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0286066
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0367457
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt05765
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0811
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0222108
IRS990/ConferencesMeetingsGrp/TotalAmt0228684
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02821180
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IRS990/CYInvestmentIncomeAmt0103301
IRS990/CYOtherExpensesAmt01430226
IRS990/CYOtherRevenueAmt022547
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0154133
IRS990/CYSalariesCompEmpBnftPaidAmt0913564
IRS990/CYTotalExpensesAmt02792895
IRS990/CYTotalFundraisingExpenseAmt0182756
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02947028
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/TotalAmt016928
IRS990/Desc0THE ABILITY EXPERIENCE IS A 501(C)(3) NONPROFIT ORGANIZATION THAT WORKS TO CREATE A COMMUNITY, ONE RELATIONSHIP AT A TIME, WHERE THE ABILITIES OF ALL PEOPLE ARE RECOGNIZED AND VALUED. THE ABILITY EXPERIENCE WAS FOUNDED IN 1977 AS THE NATIONAL PHILANTHROPY OF PI KAPPA PHI. TODAY, THE ABILITY EXPERIENCE USES COLLEGIATE, CYCLING AND CONSTRUCTION PROGRAMS THAT FOCUS ON CREATING SHARED EXPERIENCES TO SUPPORT PEOPLE WITH DISABILITIES AND DEVELOP THE MEN OF PI KAPPA PHI INTO SERVANT LEADERS.
IRS990/DescribedInSection501c3Ind01
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IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt012666
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt075023
IRS990/FeesForServicesAccountingGrp/TotalAmt0115243
IRS990/FeesForServicesOtherGrp/FundraisingAmt018449
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023140
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0147530
IRS990/FeesForServicesOtherGrp/TotalAmt0189119
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/MissionDesc0THE ABILITY EXPERIENCE USES SHARED EXPERIENCES TO SUPPORT PEOPLE WITH DISABILITIES AND DEVELOP THE MEN OF PI KAPPA PHI INTO SERVANT LEADERS. WE HAVE PARTNERED WITH THAN 264 CAMPS AND ORGANIZATIONS THAT SERVE PEOPLE WITH DISABILITIES. THE PRIMARY ACTIVITIES OF THE ORGANIZATION INCLUDE VOLUNTEERING ON CAMPUS COMMUNITIES, BUILDING ACCESSIBLE AMENITIES, AND HOSTING FRIENDSHIP VISITS THROUGH OUR CYCLING EVENTS.
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