2024-10-18T16:35:22-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 DAVID KEEN CHIEF FINANCIAL OFFICER 7036842782 2024-10-15 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-10-15 2023 2024-10-15 13:58:12Z DAVID KEEN 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 51652948 0 X WWW.APTA.ORG X 1930 IL ADVANCING THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 16 16 162 1500 464843 0 499770 445550 41514392 43957908 -2228397 3317880 3527980 3779122 43313745 51500460 578727 810006 0 0 14612790 20114120 0 0 0 24599621 27847602 39791138 48771728 3522607 2728732 71008449 76087953 28620769 28851499 42387680 47236454 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 1 370 0 1 162 1 1 1 0 0 0 0 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 7037063131 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 ARMSTRON DIRECTOR 20.00 1.00 X 16500 0 0 CARMEN COOPER-OGUZ DIRECTOR 20.00 1.00 X 16500 0 0 SKYE DONOVAN DIRECTOR 20.00 2.00 X 16500 0 0 HEATHER JENNINGS DIRECTOR 20.00 1.00 X 16500 0 0 CRAIG JOHNSON 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 559059 0 97048 DAVID KEEN CFO 45.00 5.00 X 278774 0 103654 FROHLICH MANDY K COO 50.00 0.00 X 276392 0 156978 BISHOP AARON VICE PRESIDENT 50.00 0.00 X 219850 0 128558 CHESBRO STEVEN VICE PRESIDENT 50.00 0.00 X 204059 0 138382 CONTRERAS DREW VICE PRESIDENT 50.00 0.00 X 220063 0 167516 ELIOTT CARMEN VICE PRESIDENT 50.00 0.00 X 188251 0 142403 MANAL TARA JO VICE PRESIDENT 50.00 0.00 X 249214 0 213555 BEMIS-DOUGHERTY ANITA SENIOR ADVISOR 50.00 0.00 X 185560 0 199407 HOSMER ALICIA SENIOR DIRECTOR 50.00 0.00 X 196885 0 158001 DOUTHITT LOIS SENIOR DIRECTOR 50.00 0.00 X 165401 0 193502 GARGANO LISA SENIOR DIRECTOR 50.00 0.00 X 164153 0 191226 EVERS MARY VICE PRESIDENT 50.00 0.00 X 166663 0 192090 3364324 0 2082320 53 0 1 0 FREEMAN EXPOSITIONS LLC PO BOX 650036 DALLAS TX 75265 EVENT SERVICES 2650529 PSI SERVICES PO BOX 7410935 CHICAGO IL 60674 EXAM ADMINISTRATION SERVICES 1126253 WALSWORTH PUBLISHING COMPANY INC 2180 MAIDEN LANE ST JOSEPH MI 49085 PRINTING AND PUBLISHING COMPANY 582057 EDUCATION MANAGEMENT SOLUTIONS 1300 MORRIS DRIVE WAYNE PA 19087 TECHNOLOGY PLATFORM 396740 HBP INC 6788 COMMERCIAL DRIVE SPRINGFIELD VA 22151 COMMERCIAL PRINTING 391781 39 445550 445550 MEMBER DUES 900099 16361549 16361549 CONFERENCES & MEETINGS 900099 12579647 12579647 ACCREDITATION AND EXAM FEES 900099 10170340 10170340 PERIODICALS 541800 3102942 2638099 464843 STAFF SERVICES 900004 1743430 1743430 43957908 1373573 1373573 3801885 3801885 28359 1915948 0 0 28359 1915948 1944307 1944307 129725 152488 -22763 -22763 51500460 43470302 464843 7119765 802006 8000 3633755 12164985 404162 2883299 1027919 199604 153420 3305586 54657 2090289 275351 3228113 46071 2849692 2200284 5329055 2486817 706233 221690 REPAIRS AND MAINTENANCE 2100337 DUES AND SUBSCRIPTIONS 700491 PUBLICATIONS 488901 TEMPORARY HELP 427345 983666 48771728 98111 41016 15484008 17301774 2960833 391863 189374 107320 255007 473863 3327268 2730481 849901 596787 26043681 29068000 25127534 28107330 71008449 76087953 2306668 1866872 21667061 22374775 4647040 4609852 28620769 28851499 X 42387680 47236454 42387680 47236454 71008449 76087953 2728732 2120042 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 299162 464671 464671 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 526145303 121365 0 0 1 16361548 3376832 -4538393 -1161561 4581233 5742794 0 21210 4419 16791 804257 2655404 -1851147 2501801 70658 2431143 596787 SECURITY DEPOSITS 241361 DUE FROM CENTENNIAL PROPERTIES, LLC 27865969 28107330 CHAPTER DUES PAYABLE 684530 SECTION DUES PAYABLE 272115 POST-RETIREMENT BENEFIT OBLIGATION 3583604 CAPITAL LEASE 69603 4609852 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, 2023 AND 2022. 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 $3,811,000 AND $3,716,000 AS OF DECEMBER 31, 2023 AND 2022, 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, 2023 AND 2022. 1 ACADEMY OF ACUTE CARE PHYSICAL THERAPY 2400 ARDMORE BLVD STE 302 PITTSBURGH PA 20132 582004214 501(C)(6) 8500 0 N/A N/A COMPONENT DEI GRANT PAYMENT 2023 ACADEMY OF PELVIC HEALTH PHYSICAL THERAPY 4201 WILSON BLVD STE 300 FL 5 ARLINGTON VA 85244 363332192 501(C)(6) 10000 0 N/A N/A COMPONENT DEI GRANT PAYMENT 2023 ALABAMA PHYSICAL THERAPY ASSOCIATION 104 B PURCELLVILLE GATEWAY DR STE 120 PURCELLVILLE VA 571091146 630814285 501(C)(6) 10000 0 N/A N/A COMPONENT SP GRANT PAYMENT 2023 APTA MONTANA CHAPTER PO BOX 8575 MISSOULA MT 20132 237256199 501(C)(6) 10000 0 N/A N/A COMPONENT SP GRANT PAYMENT APTA OF MASSACHUSETTS PO BOX 459 TOLLAND CT 651013116 237086306 501(C)(6) 10000 0 N/A N/A COMPONENT DEI GRANT PAYMENT 20 ASAE THE CENTER FOR ASSOCIATION LEADERSHIP PO BOX 79263 BALTIMORE MD 212790263 530026940 501(C)(3) 6000 0 N/A N/A SUMMIT 2023 DELAWARE PHYSICAL THERAPY ASSOCIATION 101 N BROAD ST TRENTON NJ 15219 510316908 501(C)(6) 15000 0 N/A N/A 2023 APTA GRANT FOR CHAPTER LA FEEDING SAN DIEGO 9477 WAPLES ST 100 SAN DIEGO CA 92121 260457477 501(C)(3) 10000 0 N/A N/A DONATION TO FEEDING SAN DIEGO FOUNDATION FOR PHYSICAL THERAPY 3030 POTOMAC AVE ALEXANDRIA VA 22305 136161225 501(C)(3) 500000 0 N/A N/A DC-03/31/23-FPTR Q1 ANNUAL DONATION HEALTH VOLUNTEERS OVERSEAS 1900 L ST NW STE 310 WASHINGTON DC 20036 521485477 501(C)(3) 10000 0 N/A N/A PARTNERSHIP HOSA - FUTURE HEALTH PROFESSION 548 SILICON DR STE 101 SOUTHLAKE TX 76092 510249380 501(C)(3) 25000 0 N/A N/A HOSA PARTNERSHIP MICHIGAN PHYSICAL THERAPY ASSOCIATION 140 B PURCELLVILLE GATEWAY DR PURCELLVILLE VA 80155 386093248 501(C)(6) 10000 0 N/A N/A COMPONENT SP GRANT PAYENT 2023 MINNESOTA CHAPTER OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION 970 RAYMOND AVE STE 205 SAINT PAUL MN 15221 411325187 501(C)(6) 6000 0 N/A N/A COMPONENT DEI GRANT PAYMENT MISSOURI PHYSICAL THERAPY ASSOCIATION 205 E CAPITOL AVE STE 100 JEFFERSON CITY MO 551141154 510156524 501(C)(6) 10000 0 N/A N/A COMPONENT SP GRANT PAYMENT 202 MOVE 2 LEARN 107 S WEST SUITE 545 ALEXANDRIA VA 22314 473346734 501(C)(3) 10506 0 N/A N/A DONATION FROM 5K NAT'L ACAD OF SCIENCES INST OF 500 5TH ST NW ATTN INSTITUTE OF MEDICINE WS821 M PEREZ WASHINGTON DC 20001 530196932 501(C)(3) 15000 0 N/A N/A DONATION PHYSICAL THERAPY ASSOCIATION OF ARIZONA PO BOX 2585 CHANDLER AZ 22203 237388105 501(C)(6) 6000 0 N/A N/A COMPONENT DEI GRANT PAYMENT 20 PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 501(C)(3) 75000 0 N/A N/A APTA DONATION TO CELEBRATION OF DIVERSITY UNIVERSITY OF PITTSBURG 100 TECHNOLOGY DRIVE SUITE 350 PITTSBURGH PA 60611 250965591 501(C)(3) 25000 0 N/A N/A TIDE PROGRAM 9 10 OUTSTANDING SPT AWARD 1 1000 N/A N/A OUTSTANDING SPTA AWARD 1 500 N/A N/A CHATANOOGA RESEARCH AWARD 1 1000 N/A N/A EUGENE MICHELS NEW INVESTIGATOR AWARD 2 1500 N/A N/A F.A. DAVIS OUTSTANDING PTA EDUCATOR AWARD 1 1500 N/A N/A JACK WALKER AWARD 1 1000 N/A N/A MARGRET MOORE OUTSTANDING NEW ACADEMIC FACULTY MEMBER AWARD 1 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 516033 0 43026 0 0 0 40130 0 56918 0 656107 0 0 0 MANAL TARA JO VICE PRESIDENT 247714 0 1500 0 0 0 42711 0 170844 0 462769 0 0 0 FROHLICH MANDY K COO 271392 0 5000 0 0 0 31396 0 125582 0 433370 0 0 0 CONTRERAS DREW VICE PRESIDENT 213063 0 7000 0 0 0 33503 0 134013 0 387579 0 0 0 BEMIS-DOUGHERTY ANITA SENIOR ADVISOR 184710 0 850 0 0 0 39881 0 159526 0 384967 0 0 0 DAVID KEEN CFO 273774 0 5000 0 0 0 44051 0 59603 0 382428 0 0 0 DOUTHITT LOIS SENIOR DIRECTOR 164401 0 1000 0 0 0 38700 0 154802 0 358903 0 0 0 EVERS MARY VICE PRESIDENT 165663 0 1000 0 0 0 38418 0 153672 0 358753 0 0 0 GARGANO LISA SENIOR DIRECTOR 162653 0 1500 0 0 0 38245 0 152981 0 355379 0 0 0 HOSMER ALICIA SENIOR DIRECTOR 195385 0 1500 0 0 0 31600 0 126401 0 354886 0 0 0 BISHOP AARON VICE PRESIDENT 216850 0 3000 0 0 0 25712 0 102846 0 348408 0 0 0 CHESBRO STEVEN VICE PRESIDENT 202559 0 1500 0 0 0 27676 0 110706 0 342441 0 0 0 ELIOTT CARMEN VICE PRESIDENT 186751 0 1500 0 0 0 28481 0 113922 0 330654 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. APTA CENTENNIAL PROPERTIES LLC 3030 POTOMAC AVE ALEXANDRIA VA 22305 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 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 75000 CASH PHYSICAL THERAPY FUND O 46147 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH B 280565 CASH FOUNDATION FOR PHYSCIAL THERAPY RESEARCH O 818128 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH P 159549 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH N 59886 FMV