2019-08-28T15:43:18-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 7036842782 2019-08-28 1 DAVID TRIMNER P00444822 5712279500 67.137.57.251 2019-08-28 14:17:26 ED P 117C9FDD72C608EEAC637569487DFDD6D3A36660 EC8E3AB080DBEC95795E073DF7D20F3E654B0034 2018 2019-02-21 02:37:17Z JUSTIN MOORE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 75072529 0 X WWW.APTA.ORG X 1930 IL ADVANCING THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 15 14 187 1500 2279963 0 550575 566416 41827857 45307626 2682984 1878266 3264011 3370283 48325427 51122591 1372079 1378777 0 0 21584044 21145727 0 0 0 23069437 29168537 46025560 51693041 2299867 -570450 53904192 56169468 29899188 30096700 24005004 26072768 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 105,000 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:PROMOTES INFORMATIONAL EXCHANGE IN AREAS SUCH AS PRACTICE, EDUCATION, RESEARCH, AND REGULATIONS. THE TWO MAJOR CONFERENCES WERE ATTENDED BY APPROXIMATELY 19,000 PEOPLE WITH TOTAL APTA MEMBERSHIP OF APPROXIMATELY 105,000. 0 1 0 1 0 0 0 0 0 1 0 1 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 1 351 0 187 1 1 1 0 0 0 1 1 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JUSTIN MOORE 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 SHARON DUNN PRESIDENT 20.00 2.00 X X 25000 0 0 LISA SALADIN VICE PRESIDENT (JAN - JUN) 20.00 2.00 X X 5000 0 0 MATTHEW HYLAND DIR (JAN-JUNE) / VP (JUL - DEC) 20.00 2.00 X X 10000 0 0 ROGER HERR SECRETARY 20.00 2.00 X X 10000 0 0 JEANINE GUNN TREASURER 20.00 2.00 X X 10000 0 0 SUSAN GRIFFIN SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 STUART PLATT VICE SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 SUSAN APPLING DIRECTOR 20.00 2.00 X 10000 0 0 CYNTHIA ARMSTRONG DIRECTOR 20.00 2.00 X 10000 0 0 ANTHONY DIFLIPPO DIRECTOR 20.00 2.00 X 10000 0 0 DAN MILLS DIRECTOR (JUL - DEC) 20.00 2.00 X 5000 0 0 SHEILA NICHOLSON DIRECTOR 20.00 2.00 X 10000 0 0 CAROLYN ODDO DIRECTOR 20.00 2.00 X 10000 0 0 ROBERT ROWE DIRECTOR 20.00 2.00 X 10000 0 0 MARCUS SCHICK DIRECTOR 20.00 2.00 X 10000 0 0 SUSAN WHITNEY DIRECTOR 20.00 2.00 X 10000 0 0 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 50.00 10.00 X 462000 0 82745 ROBERT BATARLA CHIEF FINANCIAL OFFICER 50.00 10.00 X 266050 0 58733 MANDY FROHLICH CHIEF OPERATIONAL OFFICER 50.00 X 240290 0 64485 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 50.00 X 233220 0 66350 JOHN KING EXECUTIVE VICE PRESIDENT 50.00 X 205000 0 36813 KATHERINE NEAS EXECUTIVE VICE PRESIDENT 50.00 X 225000 0 42606 JOHN BENNETT LEGAL COUNSEL 50.00 X 219800 0 67449 LISA RUANE VICE PRESIDENT (JAN - APR) 50.00 X 184298 0 12667 JASON BELLAMY VICE PRESIDENT 50.00 X 175000 0 34010 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 X 174000 0 70215 STEVEN CHESBORO VICE PRESIDENT 50.00 X 170540 0 45521 2720198 0 581594 49 0 1 0 VANGUARD 100 VANGUARD BOULEVARD VALLEY FORGE PA 19482 INVESTMENT SERVICES 3490877 FREEMAN AUDIO VISUAL PO BOX 650036 DALLAST TX 75265 EVENT SERVICES 1459463 GENSLER 4541 COLLECTION CENTER DR CHICAGO IL 60693 ARCHITECT 1355625 NBME POBOX 48006 NEWARK NJ 07101 EXAM SERVICES 856246 CENVEO PUBLISHING PO BOX 822934 PHILADELPHIA PA 19182 PUBLISHING 854471 43 566416 566416 MEMBER DUES 900099 16441836 16441836 CONFERENCES & MEETINGS 900099 12899718 12899718 ACCREDITATION AND EXAM FEES 900099 9208395 9208395 PERIODICALS 541800 3443626 2349125 1094501 STAFF SERVICES 900004 3314051 2128589 1185462 45307626 450993 450993 3242698 3242698 25302851 23875578 1427273 1427273 1427273 184032 74360 109672 109672 T SHIRT SALES 900099 1600 1600 16313 16313 17913 51122591 43138935 2279963 5137277 X 1366677 12100 2148292 13359672 1971926 2587032 1078805 267701 77931 283150 15117 10401543 212141 5107635 1614037 1734247 2397131 1701105 2833887 346154 184776 HONORARIA 646475 DUES AND SUBSCRIPTIONS 447694 COMMISSIONS 368893 BAD DEBT EXPENSE 126463 402457 51693041 166296 47347 2884514 3223784 859442 1209980 105337 153250 272118 313004 10334562 9673481 902412 661081 30281888 31106338 7981500 9881369 10450685 9573315 53904192 56169468 2448784 2015015 200000 22194524 22922690 5055880 5158995 29899188 30096700 X 24005004 26072768 24005004 26072768 53904192 56169468 -570450 -2525922 5164136 0 X 0 1 X 1 0 347313 0 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 386409 0 0 1 16441837 2893869 -4011493 -1117624 1808602 -2926226 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 2444394 2133156 311238 7890168 7540325 349843 661081 INVESTMENT IN CENTENNIAL PROPERTIES, LLC 9881369 C 9881369 SECURITY DEPOSITS 289628 DUE FROM APT PROPERTIES 9283687 9573315 CHAPTER DUES PAYABLE 290723 SECTION DUES PAYABLE 118933 POST-RETIREMENT BENEFIT OBLIGATION 4749339 5158995 X PART X, LINE 2: APTA, A.P.T. PROPERTIES, PT FUND, AND THE PT PAC ARE EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON THEIR EXEMPT ACTIVITIES UNDER SECTION 501(C)(6), 501(C)(2), 501(C)(3), AND 527, 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. MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2018 AND 2017. 1 NEW MEXICO PHYSICAL THERAPY ASSOCIATION 1111 N FAIRFAX ST ALEXANDRIA VA 22314 850371814 501(C)(6) 15000 COMMUNITY AWARENESS GRANTS IDAHO PHYSICAL THERAPY ASSOCIATION 1111 N FAIRFAX ST ALEXANDRIA VA 22314 510179302 501(C)(6) 8690 STATE ADVOCACY GRANT FLORIDA PHYSICAL THERAPY ASSOCIATION 800 N CALHOUN ST TALLAHASSEE FL 32303 596135438 501(C)(6) 10000 STATE ADVOCACY GRANT OREGON PHYSICAL THERAPY ASSOCIATION 147 SE 102ND AVE PORTLAND OR 97216 936024785 501(C)(6) 10000 STATE ADVOCACY GRANT FOUNDATION FOR PHYSICAL THERAPY 1111 N FAIRFAX ST ALEXANDRIA VA 22314 136161225 501(C)(3) 563750 2.5% OF DUES AND DOCTORATE AWARDS 1 4 2018 EUGENE MICHELS NEW INVESTIGATOR AWARD 2 1500 N/A 2018 F.A. DAVIS AWARD 1 1500 2018 HENRY AND FLORENCE KENDALL AWARD 1 500 2018 JACK WALKER AWARD 6 1000 2018 MARGARET MOORE AWARD 1 1500 2018 MCMILLAN LECTURE AWARD 1 4600 2018 OUTSTANDING STUDENT AWARD 2 1500 PART I, LINE 2: GRANTS MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. OTHER THAN THE LARGE GRANT TO THE FOUNDATION, MOST GRANTS ARE NO MORE THAN $20,000 AND ARE USUALLY AROUND $5,000. X X 1 0 0 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 375000 0 87000 0 0 0 49208 0 33537 0 544745 0 0 0 ROBERT BATARLA CHIEF FINANCIAL OFFICER 265050 0 1000 0 0 0 45059 0 13674 0 324783 0 0 0 MANDY FROHLICH CHIEF OPERATIONAL OFFICER 240290 0 0 0 0 0 40849 0 23636 0 304775 0 0 0 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 233220 0 0 0 0 0 34142 0 32208 0 299570 0 0 0 JOHN KING EXECUTIVE VICE PRESIDENT 205000 0 0 0 0 0 35375 0 1438 0 241813 0 0 0 KATHERINE NEAS EXECUTIVE VICE PRESIDENT 225000 0 0 0 0 0 26077 0 16529 0 267606 0 0 0 JOHN BENNETT LEGAL COUNSEL 219800 0 0 0 0 0 37366 0 30083 0 287249 0 0 0 LISA RUANE VICE PRESIDENT (JAN - APR) 184298 0 0 0 0 0 7789 0 4878 0 196965 0 0 0 JASON BELLAMY VICE PRESIDENT 175000 0 0 0 0 0 27865 0 6145 0 209010 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 174000 0 0 0 0 0 29580 0 40635 0 244215 0 0 0 STEVEN CHESBORO VICE PRESIDENT 170540 0 0 0 0 0 28992 0 16529 0 216061 0 0 0 PART I, LINE 4A LISA RUANE RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $125,220 IN 2018. 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 MEMBERS ELECT THE BOARD OF DIRECTORS. 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 THE DRAFT 990 IS REVIEWED BY THE FULL BOARD AND DISCUSSED IN A CONFERENCE CALL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. 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 15 COMPARABLE ORGANIZATION CEO SALARY DATA FROM SURVEYS WAS USED TO ESTABLISH THE APTA CEO'S SALARY DURING CONTRACT NEGOTIATIONS. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN DECEMBER 2018. 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 OTHER PROFESSIONAL FEES 10,002,543. TEMPORARY HELP 399,000. APTA CENTENNIAL PROPERTIES LLC 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 0 9881369 AMERICAN PHYSICAL THERAPY ASSOCIATION APTA AMERICAN PHYSICAL THERAPY PROPERTIES INC 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 1 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 546145303 POLITICAL ACTION COMMITTEE VA 527 APTA 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES INC K 1701000 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC O 340000 FMV AMERICAN PHYSICAL THERAPY PROPERTIES INC E 1250000 FMV