2017-06-28T10:23:58-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 ROBERT BATARLA CHIEF FINANCIAL OFFICER 7036842782 2017-06-28 1 DAVID TRIMNER CPA P00444822 5712279500 67.137.57.251 2017-06-28 08:51:03 ED P 1A575DA7D4580FEB092587E941B69D20BC1E409C A175373D45E559E55EF517D222C8E1A12593D80C 2016 2021-01-29 14:40:06Z JUSTIN MOORE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 62419464 0 X WWW.APTA.ORG X 1930 IL TRANSFORMING SOCIETY BY OPTIMIZING MOVEMENT TO IMPROVE THE HUMAN EXPERIENCE. 15 14 207 1500 3168209 -487398 387230 498850 39281763 41009730 2604475 1375261 2685840 2691937 44959308 45575778 1340198 1318183 0 0 20160311 21093897 0 0 0 19967173 21322866 41467682 43734946 3491626 1840832 44828083 47683030 26208777 27097956 18619306 20585074 X TO MEET THE PHYSICAL THERAPY NEEDS OF SOCIETY, TO MEET THE NEEDS AND INTERESTS OF ITS MEMBERS, AND TO DEVELOP AND IMPROVE THE ART AND SCIENCE OF PHYSICAL THERAPY, INCLUDING PRACTICE, EDUCATION, AND RESEARCH. 0 0 MEMBERSHIP - SUPPORTS THE MEMBERSHIP OF APPROXIMATELY 95,000 IN AREAS OF RETENTION, RECRUITMENT AND ENGAGEMENT. ALSO SERVES THE MEMBERSHIP THROUGH COMPONENT RELATIONS AND GOVERNANCE SUPPORT AS WELL AS MEMBER COMMUNICATIONS VIA SOCIAL MEDIA AND SUBSCRIPTIONS. EDUCATION, RESEARCH AND PROFESSIONAL DEVELOPMENT - PROMOTES AND ENFORCES PROFESSIONAL STANDARDS IN THE PHYSICAL THERAPY PROFESSION. GOVERNMENT RELATIONS - SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. CONFERENCES AND COMBINED SECTIONS MEETING - PROMOTES INFORMATIONAL EXCHANGE IN AREAS SUCH AS PRACTICE, EDUCATION, RESEARCH, AND REGULATIONS. THE TWO MAJOR ANNUAL CONFERENCES WERE ATTENDED BY APPROXIMATELY 13,000 PEOPLE WITH TOTAL APTA MEMBERSHIP OF APPROXIMATELY 95,000 IN 2016. 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 0 1 1 0 0 1 328 0 207 1 1 1 0 0 0 1 1 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 ROBERT BATARLA 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 SHARON DUNN PRESIDENT 20.00 2.00 X X 24000 0 0 LISA SALADIN VICE PRESIDENT 20.00 2.00 X X 7500 0 0 LAURITA HACK SECRETARY 20.00 2.00 X X 5000 0 0 ROGER HERR DIR (JAN-JUN); SECR (JUL-DEC) 20.00 2.00 X X 9500 0 0 ELMER PLATZ TREASURER 20.00 2.00 X X 10000 0 0 SUSAN GRIFFIN SPEAKER OF THE HOUSE 20.00 2.00 X X 8900 0 0 STUART PLATT VICE SPEAKER 20.00 2.00 X X 9000 0 0 SUSAN APPLING DIRECTOR 20.00 2.00 X 9500 0 0 JEANINE GUNN DIRECTOR 20.00 2.00 X 9500 0 0 MATTHEW HYLAND DIRECTOR 20.00 2.00 X 9000 0 0 KATHLEEN MAIRELLA DIRECTOR 20.00 2.00 X 9000 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 9750 0 0 MARCUS SCHICK DIRECTOR (JUL-DEC) 20.00 2.00 X 5000 0 0 SUSAN WHITNEY DIRECTOR 20.00 2.00 X 10000 0 0 J MICHAEL BOWERS CEO (THRU APR) 50.00 6.00 X 363634 0 34581 JUSTIN MOORE CEO (MAY-DEC) 50.00 6.00 X 315479 0 39179 ROBERT BATARLA CFO 50.00 6.00 X 245915 0 54929 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 50.00 X 217959 0 60104 MANDY FROHLICH EXECUTIVE VICE PRESIDENT 50.00 X 177598 0 50541 BONNIE POLVINALE EXECUTIVE VICE PRESIDENT 50.00 X 235876 0 55913 JACK BENNETT LEGAL COUNSEL 50.00 X 206842 0 57118 JOHN KING VICE PRESIDENT 50.00 X 176104 0 31250 LISA RUANE VICE PRESIDENT 50.00 X 163874 0 46837 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 X 159255 0 53375 BARBARA MALM EXECUTIVE DIRECTOR-FPT 50.00 X 150042 0 58296 2568228 0 542123 45 0 1 0 VANGUARD 100 VANGUARD BLVD VALLEY FORGE PA 19482 INVESTMENT COMPANY 2988485 CENVEO PUBLISHER SERVICES PO BOX 822934 PHILADELPHIA PA 19182 APTA PROPERTY MANAGEMENT PUBLISHING SERV 1575101 MARRIOTT 62960 COLLECTION DRIVE CHICAGO IL 60693 HOTEL 1116937 NATIONAL BOARD OF MEDICAL EXAMS PO BOX 48006 NEWARK NJ 07101 MEDICAL EXAMS 955331 PROJECTION PRESENTATION 5803 ROLLING RD SPRINGFIELD VA 22152 PRESENTATION MANAGEMENT 753632 33 498850 498850 MEMBER DUES 900099 15517616 15517616 CONFERENCES & MEETINGS 900099 10721632 10721632 ACCREDITATION AND EXAM FEES 900099 7965026 7965026 PERIODICALS 541800 3909949 2251637 1658312 STAFF SERVICES 900004 2895507 1385610 1509897 41009730 457759 457759 2654038 2654038 17521281 16603779 917502 917502 917502 232861 239907 -7046 -7046 GRANT RECOVERY 900099 41297 41297 3648 3648 44945 45575778 37834475 3168209 4074244 1307333 10850 2042839 13464582 1910532 2607561 1068383 109099 89643 493195 3477048 179502 5052492 1001327 1572661 2274497 2180774 2142118 410622 208206 HONORARIA 547875 DUES AND SUBSCRIPTIONS 441515 COMMISSIONS 410868 BAD DEBT EXPENSE 186744 544680 43734946 1100 1100 2669631 3849525 1362580 1032839 266415 153226 255949 236602 9977713 9019426 1003793 958287 28377188 30854751 10891427 10596700 44828083 47683030 2081662 2189651 600000 400000 19362199 20023165 4164916 4485140 26208777 27097956 X 18619306 20585074 18619306 20585074 44828083 47683030 1840832 124936 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358625 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 348492 0 0 1 15517616 2743182 -4150666 -1407484 2637995 -4045479 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 2409024 2042364 366660 7568689 6977062 591627 958287 SECURITY DEPOSITS 307013 DUE FROM APT PROPERTIES 10289687 10596700 CHAPTER DUES PAYABLE 287869 SECTION DUES PAYABLE 117896 POST-RETIREMENT BENEFIT OBLIGATION 4079375 4485140 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2016 AND 2015. 1 FLORIDA PHYSICAL THERAPY ASSOCIATION INC 2104 DELTA WAY SUITE 7 TALLAHASSEE FL 32303 596135438 501(C)(6) 5000 STATE ADVOCACY GRANT FOUNDATION FOR PHYSICAL THERAPY 1111 N FAIRFAX ST ALEXANDRIA VA 22314 136161225 501(C)(3) 627875 CENTERS FOR EXCELLENCE, 2.5% OF DUES, AND DOCTORATE AWARDS NORTH CAROLINA PHYSICAL THERAPY ASSOCIATION 316 WEST MILLBROOK RD UNIT105 RALEIGH NC 27609 566058458 501(C)(6) 53140 STATE ADVOCACY GRANTE OREGON PHYSICAL THERAPY ASSOCIATION 147 SE 102ND AVE PORTLAND OR 97216 936024785 501(C)(6) 10000 STATE ADVOCACY GRANTE 1 3 2016 JACK WALKER AWARD 7 1000 2016 CHATTANOOGA RESEARCH AWARD 7 1100 2016 OUTSTANDING STUDENT PT/PTA AWARD 2 1500 2016 EUGENE MICHAELS AWARD 2 1500 2016 F.A. DAVIS AWARD 1 1500 2016 MARGARET MOORE AWARD 1 1500 2016 MINORITY INTIATIVES AWARD 1 2500 2016 OUTSTANDING CORE AMBASSADOR AWARD 1 250 PART I, LINE 2: GRANT MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. MOST GRANTS ARE AROUND $5,000. X X X 1 0 0 J MICHAEL BOWERS CEO (THRU APR) 146597 0 0 0 217037 0 25159 0 9422 0 398215 0 0 0 JUSTIN MOORE CEO (MAY-DEC) 315479 0 0 0 0 0 15125 0 24054 0 354658 0 0 0 ROBERT BATARLA CFO 245915 0 0 0 0 0 42159 0 12770 0 300844 0 0 0 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 217959 0 0 0 0 0 34907 0 25197 0 278063 0 0 0 MANDY FROHLICH EXECUTIVE VICE PRESIDENT 177598 0 0 0 0 0 30992 0 19549 0 228139 0 0 0 BONNIE POLVINALE EXECUTIVE VICE PRESIDENT 235876 0 0 0 0 0 37203 0 18710 0 291789 0 0 0 JACK BENNETT LEGAL COUNSEL 206842 0 0 0 0 0 35480 0 21638 0 263960 0 0 0 JOHN KING VICE PRESIDENT 176104 0 0 0 0 0 29811 0 1439 0 207354 0 0 0 LISA RUANE VICE PRESIDENT 163874 0 0 0 0 0 27759 0 19078 0 210711 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 158255 0 1000 0 0 0 27882 0 25493 0 212630 0 0 0 BARBARA MALM EXECUTIVE DIRECTOR-FPT 150042 0 0 0 0 0 23179 0 35117 0 208338 0 0 0 PART I, LINE 4A J. MICHAEL BOWERS RECEIVED SEVERANCE OF $217,037 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 JANUARY 2016. 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. 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 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES INC K 1539175 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC O 342000 STAFF SUPPORT AMERICAN PHYSICAL THERAPY PROPERTIES INC E 550000 PAY DOWN LOAN