2023-08-30T14:36:08-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 7037063138 2023-08-30 1 JUSTIN MOORE XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2023-08-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JUSTIN MOORE 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 56130293 0 X WWW.APTA.ORG X 1930 IL ADVANCING THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 16 16 166 1500 209739 0 2226721 499770 39065621 41514392 2389077 -2228397 3791850 3527980 47473269 43313745 1987167 578727 0 0 20490092 14612790 0 0 0 19260458 24599621 41737717 39791138 5735552 3522607 74355430 71008449 32754151 28620769 41601279 42387680 X BUILDING A COMMUNITY THAT ADVANCES THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 0 0 MEMBERSHIP:SUPPORTS THE MEMBERSHIP OF APPROXIMATELY 100,000 IN AREAS OF RETENTION, RECRUITMENT AND ENGAGEMENT. ALSO SERVES THE MEMBERSHIP THROUGH COMPONENT RELATIONS, GOVERNANCE, AND MEMBER COMMUNICATIONS VIA SOCIAL MEDIA AND SUBSCRIPTIONS. PROFESSIONAL AFFAIRS:PROMOTES AND ENFORCES PROFESSIONAL STANDARDS IN THE PHYSICAL THERAPY PROFESSION. PUBLIC AFFAIRS:SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. CONFERENCES: ANNUAL PHYSICAL THERAPY CONFERENCE WITH APPROX 15,000 ATTENDEES 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 393 0 166 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X DAVID KEEN 7037063138 3030 POTOMAC AVE ALEXANDRIA VA 22305 ROGER HERR PRESIDENT 20.00 1.00 X X 25000 0 0 SUSAN APPLING VICE PRESIDENT 20.00 1.00 X X 20000 0 0 KIP SCHICK SECRETARY 20.00 1.00 X X 20000 0 0 JEANINE GUNN TREASURER 20.00 1.00 X X 20000 0 0 WILLIAM MCGEHEE SPEAKER OF THE HOUSE 20.00 1.00 X X 20000 0 0 KYLE COVINGTON VICE SPEAKER 20.00 2.00 X X 20000 0 0 CINDY ARMSTRONG DIRECTOR 20.00 1.00 X 16500 0 0 CARMEN COOPER-OGUZ DIRECTOR 20.00 1.00 X 16500 0 0 DEE DALEY DIRECTOR 20.00 2.00 X 16500 0 0 SKYE DONOVAN DIRECTOR 20.00 1.00 X 16500 0 0 HEATHER JENNINGS DIRECTOR 20.00 1.00 X 16500 0 0 ZOHER KAPASI DIRECTOR 20.00 1.00 X 16500 0 0 DAN MILLS DIRECTOR 20.00 1.00 X 16500 0 0 KIM NIXON-CAVE DIRECTOR 20.00 2.00 X 16500 0 0 VICKI TILLEY DIRECTOR 20.00 1.00 X 16500 0 0 CRIS MASIS PUBLIC MEMBER 20.00 1.00 X 16500 0 0 JUSTIN MOORE CEO 45.00 5.00 X 466089 0 87328 DAVID KEEN CFO 45.00 5.00 X 259646 0 85945 MANDY FROHLICH COO 50.00 0.00 X 260607 0 57922 JASON BELLAMY VICE PRESIDENT 50.00 0.00 X 229781 0 29714 AARON BISHOP VICE PRESIDENT 50.00 0.00 X 206499 0 68388 STEVEN CHESBRO VICE PRESIDENT 50.00 0.00 X 193735 0 48544 ANDREW CONTRERAS VICE PRESIDENT 50.00 0.00 X 183675 0 18367 CARMEN ELLIOTT VICE PRESIDENT 38.00 12.00 X 179603 0 24200 TARA JO MANAL VICE PRESIDENT 50.00 0.00 X 237494 0 46326 DAVID STEPHENSON VICE PRESIDENT 50.00 0.00 X 185882 0 41521 ALICIA HOSMER SENIOR DIRECTOR 50.00 0.00 X 185608 0 21102 ANITA BEMIS-DOUGHERTY SENIOR ADVISOR 50.00 0.00 X 177341 0 63350 MARY EVERS VICE PRESIDENT 50.00 0.00 X 157344 0 22577 LISA GARGANO SENIOR DIRECTOR 50.00 0.00 X 154090 0 52395 LOIS DOUTHITT SENIOR DIRECTOR 50.00 0.00 X 153945 0 57859 3521339 0 725538 53 0 1 0 CAREFIRST 840 FIRST STREET NE WASHINGTON DC 20065 HEALTHCARE 2837159 FREEMAN EXPOSITIONS LLC PO BOX 650036 DALLAS TX 75265 EVENT TECHNOLOGY SERVICES 2026118 NATIONAL BOARD OF MEDICAL EXAMINERS PO BOX 48006 NEWARK NJ 07101 MEDICAL LICENSING BOARD 859934 TIDELOCK PROPERTY OWNER LLC 650 F ST NW SUITE 690 WASHINGTON DC 20004 PROPERTY MANAGEMENT 720000 WALSWORTH PUBLISHING COMPANY INC 2180 MAIDEN LANE ST JOSEPH MI 49085 PRINTING AND PUBLISHING COMPANY 459332 33 499770 499770 MEMBER DUES 900099 16411722 16411722 CONFERENCES & MEETINGS 900099 10505817 10505817 ACCREDITATION AND EXAM FEES 900099 9478806 9478806 PERIODICALS 541800 3123323 2913584 209739 STAFF SERVICES 900004 1994724 1994724 41514392 796254 796254 3424096 3424096 9791897 12816548 -3024651 -3024651 -3024651 103884 0 103884 103884 43313745 41408537 209739 1195699 X 568477 10250 2911266 10316367 410490 974667 188158 117608 408783 29356 6197734 491186 2955948 45951 2503320 1371384 3249876 917083 1339851 273063 REPAIRS AND MAINTENANCE 2115971 DUES AND SUBSCRIPTIONS 444692 PUBLICATIONS 381344 COMMISSIONS 167671 1400642 39791138 24938 98111 13035207 15484008 2979661 2960833 110170 189374 376522 255007 2929416 2079515 2033640 849901 31417521 26043681 24377771 25127534 74355430 71008449 3116266 2306668 20814651 21667061 8823234 4647040 32754151 28620769 X 41601279 42387680 41601279 42387680 74355430 71008449 3522607 -2736206 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 386287 122978 92737 215715 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 526145303 92737 122978 0 0 1 16411721 2353167 -5086271 -2733104 1805289 -4538393 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 21210 2298 18912 2893506 2075747 817759 14700 1470 13230 849901 SECURITY DEPOSITS 1576720 DUE FROM CENTENNIAL PROPERTIES, LLC 23550814 25127534 CHAPTER DUES PAYABLE 675668 SECTION DUES PAYABLE 276861 POST-RETIREMENT BENEFIT OBLIGATION 3608279 CAPITAL LEASE 86232 4647040 X PART X, LINE 2: APTA, A.P.T. PROPERTIES, PT FUND, PT PAC, AND THE FPTR ARE EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON THEIR EXEMPT ACTIVITIES UNDER SECTION 501(C)(6), 501(C)(2), 501(C)(3), 527, AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE (IRC). THE LLC IS CONSIDERED A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES. THE ORGANIZATION IS SUBJECT TO TAX ON ANY UNRELATED BUSINESS INCOME. PT FUND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE IRC. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON ITS EXEMPT ACTIVITIES AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(2) OF THE IRC. MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. APTA GENERATES UNRELATED BUSINESS INCOME THAT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. FOR TAX AND CONSOLIDATED FINANCIAL STATEMENT PURPOSES, APTA HAD LOSS CARRY FORWARDS FROM UNRELATED BUSINESS INCOME ACTIVITIES TOTALING APPROXIMATELY $3,716,000 AND $3,499,000 AS OF DECEMBER 31, 2022 AND 2021, RESPECTIVELY, WHICH MAY BE USED TO OFFSET FUTURE TAXABLE INCOME. MANAGEMENT HAS DETERMINED IT IS NOT PROBABLE THIS CARRYFORWARD WILL BE UTILIZED IN FUTURE YEARS, AND THUS NO DEFERRED TAX ASSET HAS BEEN RECORDED ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. A.P.T PROPERTIES, PT FUND, PT PAC, LLC, AND THE FPTR HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 1 FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 136161225 501(C)(3) 0 500000 N/A N/A RESEARCH DONATION NATIONAL ACADEMY OF SCIENCES 500 5TH ST NW WASHINGTON DC 20001 530196932 501(C)(3) 0 15000 N/A N/A MEMBERSHIP DUES PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 501(C)(3) 0 8641 N/A N/A GENERAL FUND DONATION PRIVATE PRACTICE SECTION 1421 PRINCE ST 300 ALEXANDRIA VA 22314 521214965 501(C)(6) 0 20000 N/A N/A 2022 GRAHAM SESSION PLATINUM SPONSORSHIP 3 1 MARGARET MOORE AWARD 2 3000 N/A N/A CHATANOOGA RESEARCH AWARD 1 1000 N/A N/A F.A. DAVIS AWARD 1 1500 N/A N/A JACK WALKER AWARD 1 1000 N/A N/A JOHN MALEY LECTURE AWARD 1 2000 N/A N/A OUTSTANDING CORE AMBASSADOR AWARD 1 250 N/A N/A OUTSTANDING STUDENT AWARD 2 1500 N/A N/A PART I, LINE 2: GRANTS MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. REGULAR REPORTING IS REQUIRED BY THE RECIPIENT WITH A YEAR-END STAFF REPORT TO THE BOARD. X X X 0 0 0 JUSTIN MOORE CEO 403429 0 62660 0 0 0 30125 0 57203 0 553417 0 0 0 DAVID KEEN CFO 259646 0 0 0 0 0 27427 0 58518 0 345591 0 0 0 MANDY FROHLICH COO 260607 0 0 0 0 0 21838 0 36084 0 318529 0 0 0 TARA JO MANAL VICE PRESIDENT 237494 0 0 0 0 0 24300 0 22026 0 283820 0 0 0 AARON BISHOP VICE PRESIDENT 206499 0 0 0 0 0 14385 0 54003 0 274887 0 0 0 JASON BELLAMY VICE PRESIDENT 229781 0 0 0 0 0 21838 0 7876 0 259495 0 0 0 STEVEN CHESBRO VICE PRESIDENT 193735 0 0 0 0 0 20085 0 28459 0 242279 0 0 0 ANITA BEMIS-DOUGHERTY SENIOR ADVISOR 177341 0 0 0 0 0 15866 0 47484 0 240691 0 0 0 DAVID STEPHENSON VICE PRESIDENT 185882 0 0 0 0 0 19147 0 22374 0 227403 0 0 0 LOIS DOUTHITT SENIOR DIRECTOR 153945 0 0 0 0 0 16122 0 41737 0 211804 0 0 0 ALICIA HOSMER SENIOR DIRECTOR 185608 0 0 0 0 0 18623 0 2479 0 206710 0 0 0 LISA GARGANO SENIOR DIRECTOR 154090 0 0 0 0 0 16311 0 36084 0 206485 0 0 0 CARMEN ELLIOTT VICE PRESIDENT 179603 0 0 0 0 0 18113 0 6087 0 203803 0 0 0 ANDREW CONTRERAS VICE PRESIDENT 183675 0 0 0 0 0 18367 0 0 0 202042 0 0 0 MARY EVERS VICE PRESIDENT 157344 0 0 0 0 0 15901 0 6676 0 179921 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, AND 1 OF THE 9 DIRECTORS. THIS FIFTH MEMBER SHALL BE ELECTED TO THE EXECUTIVE COMMITTEE ANNUALLY BY MEMBERS OF THE BOARD OF DIRECTORS WHO ARE NOT MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL MEET NOT LESS THAN TWICE A YEAR AND SHALL EXERCISE THE POWER OF THE BOARD OF DIRECTORS BETWEEN ITS MEETINGS. THREE MEMBERS SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE PHYSICAL THERAPISTS, PHYSICAL THERAPIST ASSISTANTS, AND STUDENTS OF PHYSICAL THERAPY. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING DELEGATES OF THE HOUSE OF DELEGATES ELECT THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES, WHICH IS MADE UP OF APTA MEMBERS, APPROVES SOME DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B APTA'S FINANCE & AUDIT COMMITTEE AND APTA'S BOARD OF DIRECTORS REVIEW THE 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO APTA'S CONFLICT OF INTEREST POLICY, THE COVERED PERSONS ARE ALL CURRENTLY ELECTED MEMBERS OF THE BOARD OF DIRECTORS, THE CEO, AND STAFF. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY ATTESTING THAT HE/SHE HAS READ THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS THIS POLICY. THEY ARE FURTHER OBLIGATED TO DISCLOSE ANY CONFLICTS AND SHALL REFRAIN FROM PARTICIPATING IN OR BEING PRESENT FOR DELIBERATIONS, DISCUSSIONS, OR DECISIONS RELATED TO THE DISCLOSED CONFLICT RELATIONSHIP. THE CEO IS RESPONSIBLE FOR ADMINISTERING AND ENFORCING THE BOARD OF DIRECTORS' POLICIES. THE CEO IS ALSO RESPONSIBLE FOR ADMINISTERING AND ENFORCING THE STAFF POLICIES. ACCORDING TO APTA STAFF POLICY #205, STAFF ARE REQUIRED TO DISCLOSE TO THEIR VP OR EVP ANY SITUATION WHERE THEY MAY HAVE A POTENTIAL CONFLICT. IN THESE CASES, STAFF MAY NOT PARTICIPATE IN ANY DECISION MAKING RELATED TO THE CONFLICT. ATTACHED ARE COPIES OF BOTH THE BOARD AND STAFF POLICIES. FORM 990, PART VI, SECTION B, LINE 15A COMPARABLE ORGANIZATION CEO SALARY DATA FROM SURVEYS WAS USED TO ESTABLISH THE APTA CEO'S SALARY DURING CONTRACT NEGOTIATIONS. SALARY DATA IS PROVIDED BY A THIRD PARTY, WHICH IS REVIEWED AND DOCUMENTED BY HR AND THE PRESIDENT OF THE BOARD. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN DECEMBER 2021. KEY EMPLOYEE COMPENSATION IS DETERMINED BASED ON COMPERABLE SURVEY DATA AND AN INTERNAL GRADE SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 APTA MAKES ITS ANNUAL FINANCIAL STATEMENTS AVAILABLE TO MEMBERS ON THE APTA WEBSITE AND IN THE PT MAGAZINE. GOVERNING DOCUMENTS ARE AVAILABLE ON THE APTA WEBSITE IN THE MEMBERS ONLY AREA. FORM 990, PART IX, LINE 11G CONSULTANT FEES 5,262,359. HONORARIA 935,375. APTA CENTENNIAL PROPERTIES LLC 3030 POTOMAC AVE ALEXANDRIA VA 22305 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 63129947 AMERICAN PHYSICAL THERAPY ASSOCIATION APTA AMERICAN PHYSICAL THERAPY PROPERTIES INC 3030 POTOMAC AVE ALEXANDRIA VA 22305 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 1 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVE ALEXANDRIA VA 22305 546145303 POLITICAL ACTION COMMITTEE VA 527 APTA 1 FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 126161225 FUNDING PHYSICAL THERAPY RESEARCH VA 501(C)(3) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 APTA CENTENNIAL PROPERTIES LLC P 40536732 FMV PHYSICAL THERAPY FUND B 8641 CASH PHYSICAL THERAPY FUND O 125106 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH B 500000 CASH FOUNDATION FOR PHYSCIAL THERAPY RESEARCH O 826862 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH P 160436 FMV