The Ability Experience FY2023 filing

Tax-deductible

Charlotte, NC501(c)(3)Since 1984EIN 58-1588777

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.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
$304K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $359K a year · 15% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$304K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
28
named funders · $320K
Looks good: 28 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$202K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
-12% vs prior year
Spent
$2.2M
To programs
60%
Net assets
$3.5M
By yearFY2020–FY2024
Revenue
$2.4M
FY2023▼ -12%
Revenue by fiscal year
FY2020$1.5M
FY2021$2.1M
FY2022$2.7M
FY2023$2.4M
FY2024$2.9M
FY2024$3.7M
Expenses
$2.2M
FY2023▲ +26%
Expenses by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$1.7M
FY2023$2.2M
FY2024$2.8M
FY2024$3.2M
Net assets
$3.5M
FY2023▲ +6%
Net assets by fiscal year
FY2020$2.2M
FY2021$3.0M
FY2022$3.3M
FY2023$3.5M
FY2024$4.4M
FY2024$4.7M

From the FY2023 Form 990 (year ending September 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $1.3M Management & general 17% · $385K Fundraising 22% · $487K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

19 people listed on the 990; $304K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$168,029Pt VII · Sec A
President & Executive Director
$136,008Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Jake Henderson$286,667$329,167$168,029$111,779——
Basil Lyberg$147,171$140,790$136,008$151,444$127,932$138,963

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Ability Experience executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports people with disabilities.

Provided by the organization

This section is blank until The Ability Experience claims this page.

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2 program services account for $1.3M of program spending, described in the organization's own filed words · FY2022.
01

The 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.

$1.3Mprogram expense
02

Placement, design, and construction and installation of specialized facilities for people with disabilities such as ramps and playground equipment.

Pt IX · col B

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 28 funders →
Grants paid · 72 grants · $623K · 2019–2024
Camp AsccaAL · FY2024$15,000
Rocky Mountain Village CampCO · FY2024$14,500
Life Has No Boundaries CoIN · FY2024$14,000
The Baddour Center INCMS · FY2024$9,000
Camp for All FoundationTX · FY2024$8,000
Stepping Stones INCOH · FY2024$7,500
Golden Heart RanchCA · FY2024$7,500
Clemson Outdoor LabsFY2024$7,500
Camp Stand by MeWA · FY2024$7,500
Civitan Foundation INCAZ · FY2024$7,500
Woodlands Foundation INCPA · FY2024$7,000
Quiet Waters Ministries INCMS · FY2024$7,000
Quest's Camp ThunderbirdFL · FY2024$7,000
Down Home Ranch INCTX · FY2024$7,000
See all 72 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$191K
Other incomeLn 4–11$69K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.3M
Managementcol C$385K
Fundraisingcol D$487K
Owns and owesPt X
$3.5M
net assets · Ln 32
Cash and savingsLn 1–2$380K
Total assetsLn 16$3.7M
LiabilitiesLn 26$202K
PeoplePt VI, VII
19
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Noncash giftsLn 1g$206K
Investment incomeLn 3$191K
Other incomeLn 4–11$69K
Gains on assetsLn 7$105K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$380K
Cash and savings togetherLn 1–2$380K
InvestmentsLn 11–13$3.2M
Land, buildings, equipmentLn 10c$20K
Other assetsLn 15$54K
Total assetsLn 16$3.7M
LiabilitiesLn 26$202K
Net assetsLn 32$3.5M
OperationsPt I, VI
EmployeesI 516
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$428K$380K
InvestmentsLn 11–13$3.0M$3.2M
Land, buildings, equipmentLn 10c$25K$20K
Total assetsLn 16$3.5M$3.7M
LiabilitiesLn 26$127K$202K
Net assetsLn 32$3.3M$3.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$214K$214K
Pay of current officers, directors and key staffLn 5$304K$136K$168K
Other salaries and wagesLn 7$557K$328K$49K$181K
Pension plan contributionsLn 8$25K$13K$5K$7K
Other employee benefitsLn 9$50K$26K$9K$14K
Payroll taxesLn 10$50K$29K$8K$12K
Accounting feesLn 11c$89K$70K$12K$7K
Other fees for servicesLn 11g$55K$43K$8K$4K
Office expensesLn 13$88K$67K$2K$19K
OccupancyLn 16$66K$48K$3K$15K
TravelLn 17$265K$262K$948$3K
Conferences, conventions and meetingsLn 19$69K$48K$6K$15K
Depreciation, depletion and amortizationLn 22$6K$5K$315$1K
InsuranceLn 23$10K$276$10K
Other expenses (24a–d)Ln 24$355K$43K$105K$207K
Total functional expensesLn 25$2.2M$1.3M$385K$487K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.9M$2.8M$154K$4.4M 990 PDF
FY2023 Viewing $2.4M$2.2M$163K$3.5M 990 PDF
FY2022 $2.7M$1.7M$948K$3.3M 990 PDF
FY2021 $2.1M$1.5M$656K$3.0M 990 PDF
FY2020 $1.5M$1.6M−$127K$2.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $2,366,290 across 7 lines filed
VIII-1f All other contributions, gifts and grants$2,106,186
VIII-1g Noncash contributions (included above)$205,861
VIII-1h Total contributions, gifts and grants$2,106,186
VIII-3 Investment incomeExcluded from tax $85,490$85,490
VIII-7 Net gain or loss on sales of assetsExcluded from tax $105,383$105,383
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $69,231$69,231
VIII-12 Total revenueRelated to mission $69,231 · Unrelated business $0 · Excluded from tax $190,873$2,366,290
Part IX · Statement of functional expenses $2,203,585 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $214,149$214,149
IX-5 Pay of current officers, directors and key staffPrograms $136,008 · Management $168,029$304,037
IX-7 Other salaries and wagesPrograms $327,597 · Management $48,772 · Fundraising $180,975$557,344
IX-8 Pension plan contributionsPrograms $13,134 · Management $4,698 · Fundraising $7,164$24,996
IX-9 Other employee benefitsPrograms $26,367 · Management $9,431 · Fundraising $14,381$50,179
IX-10 Payroll taxesPrograms $29,224 · Management $8,091 · Fundraising $12,484$49,799
IX-11c Accounting feesPrograms $69,683 · Management $12,085 · Fundraising $7,171$88,939
IX-11g Other fees for servicesPrograms $43,289 · Management $7,508 · Fundraising $4,455$55,252
IX-13 Office expensesPrograms $67,329 · Management $1,646 · Fundraising $19,168$88,143
IX-16 OccupancyPrograms $47,500 · Management $3,298 · Fundraising $15,174$65,972
IX-17 TravelPrograms $261,596 · Management $948 · Fundraising $2,592$265,136
IX-19 Conferences, conventions and meetingsPrograms $47,978 · Management $5,636 · Fundraising $14,925$68,539
IX-22 Depreciation, depletion and amortizationPrograms $4,856 · Management $315 · Fundraising $1,136$6,307
IX-23 InsurancePrograms $276 · Management $9,582$9,858
IX-24 Other expenses (24a–d)Programs $42,793 · Management $104,751 · Fundraising $207,391$354,935
IX-25 Total functional expensesPrograms $1,331,779 · Management $384,790 · Fundraising $487,016$2,203,585
Part X · Balance sheet $3,726,167 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $427,672$380,091
X-4 Accounts receivable$9,800
X-9 Prepaid expenses and deferred chargesStart of year $5,903$29,009
X-10c Land, buildings and equipment, netStart of year $24,915$19,984
X-12 Other securitiesStart of year $2,955,798$3,233,464
X-15 Other assetsStart of year $40,217$53,819
X-16 Total assetsStart of year $3,454,505$3,726,167
X-17 Accounts payable and accrued expensesStart of year $87,034$86,012
X-19 Deferred revenue$61,730
X-25 Other liabilitiesStart of year $40,217$53,819
X-26 Total liabilitiesStart of year $127,251$201,561
X-27 Net assets without donor restrictionsStart of year $1,615,327$1,741,299
X-28 Net assets with donor restrictionsStart of year $1,711,927$1,783,307
X-32 Total net assets or fund balancesStart of year $3,327,254$3,524,606
X-33 Total liabilities and net assetsStart of year $3,454,505$3,726,167
Part XI · Reconciliation of net assets $3,524,606 net assets at year end
XI-1 Total revenue$2,366,290
XI-2 Total expenses$2,203,585
XI-3 Revenue less expenses$162,705
XI-4 Net assets at start of year$3,327,254
XI-5 Net unrealized gains (losses) on investments$34,647
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,524,606

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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