Nonprofit · EIN 58-1588777
ABILITY EXPERIENCE
Tax-exempt · CHARLOTTE, NC 28273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,736,571 | $3,203,901 | $532,670 | $4,930,387 | $187,248 | $4,743,139 |
| September 30, 2024 | 990 | $2,947,028 | $2,792,895 | $154,133 | $4,719,300 | $365,236 | $4,354,064 |
| September 30, 2023 | 990 | $2,366,290 | $2,203,585 | $162,705 | $3,726,167 | $201,561 | $3,524,606 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,173,572
- Program service revenue
- $0
- Investment income
- $538,034
- Net gain from sales of assets
- $434,777
- Other revenue
- $24,965
Expenses
- Grants and similar amounts paid
- $461,141
- Compensation of officers, directors and key employees
- $381,989
- Other salaries and wages
- $514,651
- Salaries, compensation and benefits (total)
- $1,050,634
- Professional fundraising fees
- $0
- Accounting fees
- $113,883
- Occupancy
- $49,331
- Travel
- $352,317
- Depreciation
- $5,373
- Program services (functional)
- $2,753,589
- Management and general (functional)
- $182,322
- Fundraising (functional)
- $267,990
Balance sheet and other
- Total assets, start of year
- $4,719,300
- Total assets, end of year
- $4,930,387
- Total liabilities, end of year
- $187,248
- Net assets, end of year
- $4,743,139
- Land, buildings and equipment
- $7,511
- Net assets without donor restrictions
- $2,449,115
- Net assets with donor restrictions
- $2,294,024
- Gross receipts
- $3,736,571
- Employees
- 16
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAKE HENDERSON | CEO Trustee or director, Officer | 40 | $286,667 | $6,480 |
| BASIL LYBERG | PRESIDENT & EXECUTIVE DIRE Trustee or director, Officer | 40 | $147,171 | $23,023 |
| DWAYNE TODD | LIAISON Trustee or director | 0 | $0 | $0 |
| PHILLIP HAMILTON | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| MICHAEL CARTER | MEMBER Trustee or director | 0 | $0 | $0 |
| JOEL BORELLIS | MEMBER Trustee or director | 0 | $0 | $0 |
| MARK URRUTIA | MEMBER Trustee or director | 0 | $0 | $0 |
| MICHAEL DAVIS | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| PHILLIP LESLIE | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| JIM KARLOVEC | MEMBER Trustee or director | 0 | $0 | $0 |
| SCOTT THOMAS | MEMBER Trustee or director | 0 | $0 | $0 |
| SHANE MULROONEY | SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| ANNE HAVARD | MEMBER Trustee or director | 0 | $0 | $0 |
| LESLIE CONRAD | MEMBER Trustee or director | 0 | $0 | $0 |
| JACKSON ESCAMILLA | STUDENT REPRESENTATIVE Trustee or director | 0 | $0 | $0 |
990 for the year ended September 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAKE HENDERSON | CEO Trustee or director, Officer | 40 | $329,167 | $6,820 |
| BASIL LYBERG | PRESIDENT & EXECUTIVE DIRE Trustee or director, Officer | 40 | $140,790 | $25,905 |
| PHILLIP HAMILTON | VICE CHAIR/CHAIR ELECT Trustee or director, Officer | 0 | $0 | $0 |
| MICHAEL CARTER | MEMBER Trustee or director | 0 | $0 | $0 |
| JOEL BORELLIS | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 |
| MARK URRUTIA | MEMBER Trustee or director | 0 | $0 | $0 |
| MICHAEL DAVIS | SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| PHILLIP LESLIE | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| RUSS FAULKNER | MEMBER Trustee or director | 0 | $0 | $0 |
| TOM CARTER | MEMBER Trustee or director | 0 | $0 | $0 |
| JIM KARLOVEC | MEMBER Trustee or director | 0 | $0 | $0 |
| SCOTT THOMAS | MEMBER Trustee or director | 0 | $0 | $0 |
| ANDRAE TURNER | LIAISON Trustee or director | 0 | $0 | $0 |
| SHANE MULROONEY | MEMBER Trustee or director | 0 | $0 | $0 |
| ERIK ESTRADA | MEMBER Trustee or director | 0 | $0 | $0 |
| ANNE HAVARD | MEMBER Trustee or director | 0 | $0 | $0 |
| LESLIE CONRAD | MEMBER Trustee or director | 0 | $0 | $0 |
| JACKSON ESCAMILLA | MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAKE HENDERSON | CEO Trustee or director, Officer | 40 | $168,029 | $4,985 |
| BASIL LYBERG | PRESIDENT & EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $136,008 | $22,793 |
| BRAD JENSEN | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| PHILLIP HAMILTON | VICE CHAIR/CHAIR ELECT Trustee or director, Officer | 0 | $0 | $0 |
| MICHAEL CARTER | MEMBER Trustee or director | 0 | $0 | $0 |
| JOEL BORELLIS | CHARIMAN Trustee or director, Officer | 0 | $0 | $0 |
| MARK URRUTIA | MEMBER Trustee or director | 0 | $0 | $0 |
| MICHAEL DAVIS | MEMBER Trustee or director | 0 | $0 | $0 |
| PHILLIP LESLIE | SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| RUSS FAULKNER | MEMBER Trustee or director | 0 | $0 | $0 |
| TOM CARTER | MEMBER Trustee or director | 0 | $0 | $0 |
| JIM KARLOVEC | MEMBER Trustee or director | 0 | $0 | $0 |
| SCOTT THOMAS | MEMBER Trustee or director | 0 | $0 | $0 |
| ANDRAE TURNER | LIAISON Trustee or director | 0 | $0 | $0 |
| SHANE MULROONEY | MEMBER Trustee or director | 0 | $0 | $0 |
| ERIK ESTRADA | MEMBER Trustee or director | 0 | $0 | $0 |
| ANNE HAVARD | MEMBER Trustee or director | 0 | $0 | $0 |
| LESLIE CONRAD | MEMBER Trustee or director | 0 | $0 | $0 |
| JACKSON ESCAMILLA | MEMBER Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3701 ARCO CORPORATE DR STE 500, CHARLOTTE, NC 28273-0222
- Mailing address (990-N for 2008)
- student life- Pi kappa Phi, 833 montlieu av, high point NC 27262
- Principal officer (990 for 2024)
- JAKE HENDERSON, 3701 ARCO CORPORATE DRIVE STE 500, CHARLOTTE, NC 28273
- Principal officer (990-N for 2008)
- richard thalmann, 833 montlieu av box 3021, high point NC 27262
- Signed the 990
- MATTHEW ZELLARS, CFO
- Phone
- (704) 504-2400
- Website
- ABILITYEXPERIENCE.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
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.
Program accomplishments
- 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. 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.Expenses $2,753,589 · grants $461,141
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 58-1588777
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,930,387
- Income (IRS master file)
- $3,736,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,736,571 | $3,203,901 | $4,930,387 | XML |
| 990 | September 2024 | $2,947,028 | $2,792,895 | $4,719,300 | XML |
| 990 | September 2023 | $2,366,290 | $2,203,585 | $3,726,167 | XML |
| 990 | September 2022 | $2,696,656 | $1,748,410 | $3,454,505 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: richard thalmann | September 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1588777).
Questions about ABILITY EXPERIENCE
- What is the EIN of ABILITY EXPERIENCE?
- The employer identification number (EIN) of ABILITY EXPERIENCE is 58-1588777.
- Is ABILITY EXPERIENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ABILITY EXPERIENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ABILITY EXPERIENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ABILITY EXPERIENCE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ABILITY EXPERIENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ABILITY EXPERIENCE?
- The 990 for the year ended September 30, 2025 names JAKE HENDERSON.
- Who are the officers and directors of ABILITY EXPERIENCE?
- The 990 for the year ended September 30, 2025 lists 15 people; 2 received compensation from the organization, the highest $286,667 (JAKE HENDERSON, CEO).
- How much revenue does ABILITY EXPERIENCE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,736,571, expenses of $3,203,901 and total assets of $4,930,387 at year end.
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