2024-05-10T12:35:25-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 136161225 FOUNDATION FOR PHYSICAL THERAPY RESEARCH INC FOUN 8008751378 3030 POTOMAC AVENUE SUITE 110 ALEXANDRIA VA 22305 BARBARA MALM CHIEF EXECUTIVE OFFICER 8008751378 2024-05-08 1 BARBARA MALM XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z BARBARA MALM 3030 POTOMAC AVENUE SUITE 110 ALEXANDRIA VA 22305 3256221 0 X WWW.FOUNDATION4PT.ORG X 1957 NY FUNDING PHYSICAL THERAPY RESEARCH THROUGH GRANTS, SCHOLARSHIPS AND FELLOWSHIPS. 14 14 0 50 0 0 1739509 1481189 0 0 957921 907836 0 0 2697430 2389025 1137107 979727 0 0 790314 794838 0 0 343001 295691 362274 2223112 2136839 474318 252186 23792737 26510869 1429822 1418698 22362915 25092171 THE FOUNDATION'S MISSION IS TO FUND RESEARCH AND DEVELOP RESEARCHERS TO OPTIMIZE MOVEMENT AND HEALTH. 0 0 878616 769727 0 SCIENTIFIC RESEARCH/GRANTS: THE FOUNDATION IS DEDICATED TO PROVIDING GRANT AND SCHOLARSHIP SUPPORT TO PHYSICAL THERAPIST INVESTIGATORS TO PROMOTE TRAINING AND GRANT FUNDING FOR SCIENTIFICALLY BASED AND CLINICALLY RELEVANT RESEARCH RELATED TO THE EFFECTIVENESS OF PHYSICAL THERAPY PRACTICE. THE FOUNDATION CONTINUES TO SUPPORT RESEARCHERS AROUND THE COUNTRY IN AREAS SUCH AS: ORTHOPAEDICS, GERIATRICS, PEDIATRICS, NEUROLOGY, CHRONIC CONDITIONS, AND CARDIOLOGY. THE FOUNDATION HAS DEVELOPED AND FUNDED A CENTER OF EXCELLENCE, COHSTAR FOR HEALTH SERVICES/HEALTH POLICY RESEARCH AND TRAINING, DIRECTING $250,000 IN SUPPORT OF THE GRANT DURING 2023. 313361 210000 0 EDUCATIONAL: IN 2023, THE FOUNDATION AWARDED $210,000 IN SCHOLARSHIPS AND FELLOWSHIPS TO SUPPORT PHYSICAL THERAPISTS OR PHYSICAL THERAPIST ASSISTANTS IN THEIR FIRST YEAR OF A POST-PROFESSIONAL DOCTORAL DEGREE PROGRAM (PODS I) AND POST-CANDIDACY PHASE OF POST-PROFESSIONAL DOCTORAL STUDIES (PODS II). 389691 0 0 AWARENESS: THE FOUNDATION STRIVES TO RAISE AWARENESS OF FUNDING OPPORTUNITIES ON A WIDE RANGE OF PHYSICAL THERAPY RESEARCH AREAS AND ITS VITAL ROLE FOR PRACTICING PHYSICAL THERAPISTS WHICH RESULTS IN ADVANCING HEALTHCARE AND OPTIMIZING MOVEMENT OF PATIENTS AND INDIVIDUALS ACROSS ALL AGE AND DISEASE SPECTRUMS. 1581668 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WV WI X X AMERICAN PHYSICAL THERAPY ASSOCIATION 8009992782 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 PAUL ROCKAR PRESIDENT/CHAIR 12.00 X X 0 0 0 STUART BINDER-MACLEOD VICE PRESIDENT 8.00 X X 0 0 0 DONALD JACKSON TREASURER 8.00 X X 0 0 0 REBECCA CRAIK SECRETARY 8.00 X X 0 0 0 DREW BOSSEN DIRECTOR 2.00 X 0 0 0 TERENCE BROWN DIRECTOR 2.00 X 0 0 0 NANCY BYL DIRECTOR 2.00 X 0 0 0 CHRISTOPHER POWERS DIRECTOR 2.00 X 0 0 0 JIMMY MCKAY DIRECTOR 2.00 X 0 0 0 DWAYNE HOFSTATTER DIRECTOR 2.00 X 0 0 0 MARILYN MOFFAT DIRECTOR 8.00 X 0 0 0 EVA NORMAN DIRECTOR 2.00 X 0 0 0 LINDA VAN DILLEN DIRECTOR 2.00 X 0 0 0 JOE FARRELL DIRECTOR 2.00 X 0 0 0 BARBARA MALM CHIEF EXECUTIVE OFFICER 50.00 X 191883 0 60084 191883 0 60084 1 0 1 0 0 280565 1200624 57032 1481189 609854 609854 1165178 867196 297982 297982 297982 2389025 0 0 907836 979727 979727 251967 154960 20157 76850 393896 242246 31512 120138 9103 5599 728 2776 93010 57201 7441 28368 46862 28820 3749 14293 5198 5198 12015 12015 113684 47080 59232 7372 5500 5500 56120 3716 15389 37015 55621 13901 16355 25365 47008 10125 20138 16745 34303 20455 4342 9506 3478 3478 DUES/REGISTRATION/FEES 12918 11639 331 948 TEMPORARY EMPLOYMENT 9513 9513 TAXES/REGISTRATION FEES 3650 200 25 3425 STAFF TRAINING/CONT. ED 1534 499 835 200 1732 1732 2136839 1581668 212170 343001 439072 409936 1112329 1415402 274045 193137 7248 4423 27620 28695 21932423 24459276 23792737 26510869 18572 71198 1411250 1347500 1429822 1418698 X 4014244 4412821 18348671 20679350 22362915 25092171 23792737 26510869 252186 2477070 0 X X 0 1 X 1 0 X 2260586 1507166 1603222 1739509 1481189 8591672 2260586 1507166 1603222 1739509 1481189 8591672 2631227 5960445 805529 1279767 1248462 423675 609854 4367287 12958959 0.45990 0.45340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15584414 326251 2389585 428994 17871256 19073306 190515 -3080590 598817 15584414 16507650 336860 2817402 588606 19073306 15001998 101406 1681820 277574 16507650 11860738 717629 2695643 272012 15001998 0.00000 0.55374 0.44625 0 0 0 X 5095115 2477070 241035 2718105 2377010 12015 12015 2389025 2365859 241035 241035 2124824 12015 12015 2136839 PART V, LINE 4: FUND SCHOLARSHIPS AND GRANTS FOR PHYSICAL THERAPY RESEARCH. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(2) OF THE IRC. THE INTERNAL REVENUE SERVICE RECOGNIZES THE FOUNDATION'S STATUS AS A PUBLIC CHARITY ORGANIZATION. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 0 0 2023 PODS I 11 75000 N/A N/A 2023 PODS II 10 135000 N/A N/A 2023 RESEARCH GRANT 6 519727 N/A N/A 2023 CENTER OF EXCELLENCE 1 250000 N/A N/A PART I, LINE 2: GRANTEES ARE REQUIRED TO PROVIDE REPORTS TO THE FOUNDATION THAT SUMMARIZE THE WORK, DISCUSS ANY PROBLEMS, PROBLEM REMEDIES, EXPLANATION/JUSTIFICATION FOR ANY DEVIATION FROM ORIGINAL PLAN OF ACTION, AND ANY PROPOSED CHANGES TO THE PLAN. THESE REPORTS ALSO INCLUDE A LIST OF PRESENTATIONS, ABSTRACTS, AND ARTICLES RELATED TO THEIR STUDY. THE FOUNDATION ALSO REQUIRES ELECTRONIC COPIES OF TOOLS DEVELOPED OR USED IN THE RESEARCH RELATED TO THE PROJECT. AT THE END OF THE PROJECT, A FINAL REPORT IS DELIVERED BY THE GRANTEE DETAILING EXPENDITURES, WORK COMPLETED, EXPLANATION OF ANY PLAN CHANGES, PLANS FOR FUTURE PROJECTS RELATED TO THE STUDY, PLANS OF INFORMATION DISSEMINATION, AND COPIES OF ABSTRACTS AND ARTICLES SINCE THE LAST PROGRESS REPORT RELATED TO THEIR STUDY. X 0 0 0 0 0 0 0 0 0 BARBARA MALM CHIEF EXECUTIVE OFFICER 191883 0 0 0 0 0 20186 0 39898 0 251967 0 0 0 X 3 57032 AVERAGE SALE PRICE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE FOUNDATION, BUT IT SHALL NOT HAVE (I) AUTHORITY TO ELECT, APPOINT, OR REMOVE ANY TRUSTEE OR ANY NON-TRUSTEE OFFICER OR (II) ANY OTHER AUTHORITY DENIED TO THE EXECUTIVE COMMITTEE BY THE NEW YORK NOT-FOR-PROFIT CORPORATION ACT OR OTHER APPLICABLE LAW. THE EXECUTIVE COMMITTEE SHALL FUNCTION, IN ITS DISCRETION, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 3 AMERICAN PHYSICAL THERAPY ASSOCIATION: PERSONNEL FROM AMERICAN PHYSICAL THERAPY ASSOCIATION HAVE A ROLE IN THE MANAGEMENT OF THE FOUNDATION FOR PHYSICAL THERAPY. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGE TO THE FOUNDATION'S GOVERNING DOCUMENTS IS REQUIRED TO BE RATIFIED BY THE BOARD OF DIRECTORS FOR THE AMERICAN PHYSICAL THERAPY ASSOCIATION. THE PROPOSED TRUSTEE CANDIDATE LIST REQUIRES APPROVAL BY THE BOARD OF DIRECTORS FOR THE AMERICAN PHYSICAL THERAPY ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 OF FOUNDATION FOR PHYSICAL THERAPY RESEARCH IS MADE AVAILABLE TO THE GOVERNING BODY (BOARD OF TRUSTEES) FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICES. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OPENS EACH BOARD MEETING WITH A REMINDER OF OUR CONFLICT OF INTEREST (COI) POLICY AND THAT ANYONE WITH A CONFLICT OR PERCEIVED CONFLICT SHOULD STATE IT AT ANY TIME DURING THE MEETING. WHEN A CONFLICT IS IDENTIFIED BY THE TRUSTEE OR ANOTHER MEMBER OF THE BOARD OF TRUSTEES (BOT), THE TRUSTEES DETERMINE IF THEY SHOULD REFRAIN FROM THE CONVERSATION AND VOTING OR IF THEY DETERMINE THERE IS NO COI. THE FOUNDATION ALSO HAS TRUSTEES FILL OUT A COI FORM AT THE START OF EACH NEW TERM AND ANNUALLY THE CHAIR OF THE AUDIT COMMITTEE CONTACTS TRUSTEES TO SEE IF THEY HAVE ANY CHANGES THAT SHOULD BE NOTED, IF THEY DO, THEY FILL OUT OR UPDATE THEIR COI FORM. THE AUDIT COMMITTEE ANNUALLY REVIEWS NEW COI FORMS. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF TRUSTEES, OFFICER, OR EMPLOYEE OF THE FOUNDATION, SHALL BE DISCLOSED IN WRITING TO THE BOARD AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND WHEN THE INTEREST INVOLVES A SPECIFIC ISSUE BEFORE THE BOARD. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE FOUNDATIONS BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE ACTUAL VOTE ITSELF. EVERY NEW MEMBER OF THE BOARD WILL BE ADVISED OF THIS POLICY UPON ENTERING THE DUTIES OF HIS OR HER OFFICE, AND SHALL SIGN A STATEMENT ACKNOWLEDGING, UNDERSTANDING OF, AND AGREEMENT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED IN CONJUNCTION WITH THE FOUNDATION'S EXECUTIVE COMMITTEE AND WITH THE AMERICAN PHYSICAL THERAPY ASSOCIATION. THE CHIEF EXECUTIVE OFFICER'S COMPENSATION MUST BE IN A RANGE THAT IS CONSISTENT WITH OTHER EMPLOYEES OF THE AMERICAN PHYSICAL THERPAY ASSOCIATION, HOWEVER, THE FOUNDATION'S EXECUTIVE COMMITTEE SETS THE COMPENSATION WITHIN THE ALLOWABLE RANGE. THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS EVALUATED ANNUALLY. THE FOUNDATION FOR PHYSICAL THERAPY RESEARCH WORKS WITH THE AMERICAN PHYSICAL THERAPY ASSOCIATION HUMAN RESOURCES TO DETERMINE OTHER KEY EMPLOYEES COMPENSATION AND THE BOARD APPROVES THE OVERALL SALARIES IN THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN PHYSICAL THERAPY ASSOCIATION 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 131512769 ASSOCIATION IL 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 AMERICAN PHYSICAL THERAPY ASSOCIATION C 280565 AMOUNT RECEIVED AMERICAN PHYSICAL THERAPY ASSOCIATION O 159549 FMV AMERICAN PHYSICAL THERAPY ASSOCIATION N 59886 FMV AMERICAN PHYSICAL THERAPY ASSOCIATION P 818128 FMV