2023-11-15T09:00:22-06:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2022-01-01 341179218 SECTION ON HEALTH POLICY AND ADMIN OF THE AMERICAN PHYSICAL THERAPY ASSOC SECT 4122435181 1818 PARMENTER STREET 300 MIDDLETON WI 53562 LORI PEARLMUTTER TREASURER 4122435181 2023-10-20 1 LORI PEARLMUTTER XXX-XX-XXXX 1 ELENA FAURIE P01684710 4122613644 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LORI PEARLMUTTER 1818 PARMENTER STREET 300 MIDDLETON WI 53562 228504 0 X WWW.APTAHPA.ORG X 1987 FL TRANSFORM THE CULTURE OF PHYSICAL THERAPY THROUGH INITIATIVES THAT ENHANCE PROFESSIONALISM, LEADERSHIP, MANAGEMENT, AND ADVOCACY. 7 7 0 21 0 0 88794 0 123162 203634 29908 24711 905 159 242769 228504 31833 15000 0 0 0 0 0 0 0 173031 273268 204864 288268 37905 -59764 1092240 838227 7250 0 1084990 838227 THE OBJECTIVE OF THE SECTION SHALL BE TO FOSTER THE DEVELOPMENT OF LEADERSHIP SKILLS, EMPOWER MEMBERS TO INFLUENCE HEALTH POLICY LEGISLATION AND THE REGULATION OF PHYSICAL THERAPY, AND TO SERVE AS A RESOURCE TO THE APTA AND ITS COMPONENTS IN THESE AREAS. 0 0 PROVIDE MEMBERSHIP BENEFITS TO PHYSICAL THERAPISTS KEEPING THEM INFORMED ON ISSUES RELATED TO THE PROFESSION. EDUCATIONAL PROGRAMS, INCLUDING LIVE SEMINARS AND AUDIO PUBLICATIONS 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMPED ASSOCIATION MANAGEMENT 6082515940 1818 PARMENTER ST STE 300 MIDDLETON WI 53562 X JENNIFER AUDETTE PT PHD DIRECTOR (EXITED 02/2022) 1.00 X 0 0 0 ROBERT LATZ PT DPT CHCIO CIO DIRECTOR (EXITED 02/2022) 1.00 X 0 0 0 ALAN LEE PT PHD DPT DIRECTOR (ENTERED 02/2022) 1.00 X 0 0 0 AMIT MEHTA PT MBA DIRECTOR 1.00 X 0 0 0 SUSAN ROPP DIRECTOR 1.00 X 0 0 0 DAWN MAGNUSSON PA PHD DIRECTOR 1.00 X 0 0 0 LORI PEARLMUTTER PT TREASURER 1.00 X X 0 0 0 JEREMY BITTEL SECRETARY 1.00 X X 0 0 0 KAREN HUGHES PT MS LSSBB VICE PRESIDENT (EXITED 02/2022) 1.00 X X 0 0 0 MATTHEW MESIBOV PT PRESIDENT 1.00 X X 0 0 0 0 0 0 0 0 0 0 CONCEPTS MANAGEMENT GROUP 2400 ARDMORE BLVD PITTSBURGH PA 15221 MANAGEMENT 105000 1 REGISTRATION 541900 111752 111752 MEMBERSHIP DUES 541900 89692 89692 SPONSORSHIP 541900 2000 2000 190 190 203634 24711 24711 159 159 228504 203634 0 24870 X 15000 105000 1635 29029 26720 11482 96434 1411 DUES 1537 20 288268 158324 54768 10581 129 933787 772878 1092240 838227 0 7250 7250 0 X 0 0 0 0 1084990 838227 1084990 838227 1092240 838227 X -59764 -185620 -1379 X 0 0 0 0 1 0 1 0 0 RESEARCH GRANT 1 15000 0 N/A N/A PART I, LINE 2: ORGANIZATION MAKES RESEARCH GRANTS AVAILABLE TO ELIGIBLE INDIVIDUALS OR UNIVERSITIES. THE AWARD PROCESS IS GOVERNED BY WRITTEN POLICY AND ADMINISTERED BY THE RESEARCH COMMITTEE USING A SPECIFIC SCORING SYSTEM. FORM 990, PART VI, SECTION A, LINE 1A THE FOUR OFFICERS AND AT LEAST ONE OF THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS SHALL CONSTITUTE THE EXECUTIVE COMMITTEE. THE FIFTH MEMBER IS ELECTED TO THE EXECUTIVE COMMITTEE ANNUALLY BY MEMBERS OF THE BOARD OF DIRECTORS WHO ARE NOT MEMBERS OF THE EXECUTIVE COMMITTEE. DUTIES AND RESPONSIBILITIES: 1. CREATE, APPOINT, AND DETERMINE PURPOSES OF SUCH SPECIAL COMMITTEES OR TASK FORCES AS IT DEEMS NECESSARY. 2. ESTABLISH AND MAINTAIN A SECTION OFFICE, CONTRACTING WITH STAFF OR OTHERS AS ADMINISTRATOR OF THE SECTION OFFICE. 3. APPOINT LIAISONS AND REPRESENTATIVES TO OTHER GROUPS. 4. PROVIDE FOR METHOD OF RECEIVING AND RESPONDING TO MATTERS REQUIRING IMMEDIATE ATTENTION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. 5. MAKE DECISIONS THAT ARE IN KEEPING WITH SECTION PHILOSOPHY, MISSION STATEMENT, POLICIES AND PROCEDURES, AND PREVIOUS BOARD OR MEMBERSHIP ACTION. 6. REVISE THE BUDGET AS NEEDED BETWEEN BOARD OF DIRECTORS MEETINGS. 7. PERFORM OTHER DUTIES AS MAY BE ASSIGNED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 HPA CONTRACTS WITH AN ASSOCIATION MANAGEMENT COMPANY TO MANAGE THE DAY-TO-DAY BUSINESS OF THE ASSOCIATION. HPA DOES NOT OWN/RENT/LEASE OFFICE SPACE OR EQUIPMENT. THE OFFICE IS PROVIDED THROUGH THE ASSOCIATION MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION OFFERS DIFFERENT CATEGORIES OF MEMBERSHIP CONSISTENT WITH THE STRUCTURE OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION. ANNUAL DUES ARE PAID THROUGH NATIONAL APTA. MEMBERSHIP CATEGORIES ARE PHYSICAL THERAPIST (PT), PT ASSISTANT (PTA), STUDENT OF PHYSICAL THERAPY, FOREIGN-EDUCATED PT AND PTA MEBERSHIP, INTERNATIONAL PARTNERS, RETIRED OR LIFE MEBERSHIP, AND FACULTY PARTNERS MEMBERSHIP. AS A PROFESSIONAL ASSOICATION, MEMBERS MUST MEET MINIMUM EDUCATION REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER CASTS ONE VOTE TO ELECT THE GOVERNING BODY WITH THE EXCEPTION OF STUDENT MEMBERS WHO ARE NON-VOTING AND PTA MEMBERS WHO RECEIVE 1/2 VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER. IF THEY DETERMINE THERE ARE QUESTIONS OR CONCERNS RELATED TO THE 990, THEY WILL INITIATE A REVIEW BY THE ORGANIZATION'S FINANCE COMMITTEE AND/OR EXECUTIVE COMMITTEE (OFFICERS). FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE ASKED EACH YEAR TO REVIEW THE CONFLICT OF INTEREST POLICY AND IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE PERFORMS ANNUAL REVIEW AND NEGOTIATION FOR ASSOCIATION MANAGEMENT SERVICES CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023 IS AVAILABLE UPON REQUEST FROM THE NATIONAL ORGANIZATION (APTA). THE 990 IS AVAILABLE UPON REQUEST. SOME OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. SOME FINANICAL STATEMENTS ARE AVAILABLE TO MEMBERS VIA THE WEBSITE AND THROUGH THE ANNUAL PUBLICATION; OTHERS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CSM 129. HONORARIUM 28,900. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENT -1,379.