2016-08-02T13:45:11-05:00 2015-12-31 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2015-01-01 237357334 LOUISIANA CHAPTER OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION LOUI 2259224614 8550 UNITED PLAZA BLVD NO 1001A BATON ROUGE LA 70809 JUDITH HALVERSON TREASURER 2259224614 2016-07-20 1 RALPH STEPHENS P00638118 2259224600 2015 2016-12-15 16:53:06Z BETH WARD 8550 UNITED PLAZA SUITE 1001 BATON ROUGE LA 70809 300490 0 X WWW.LPTA.ORG X 1950 LA TO ENHANCE THE PHYSICAL HEALTH AND FUNCTIONAL ABILITIES OF MEMBERS OF THE PUBLIC AND TO FURTHER THE PROFESSION'S ROLE IN THE PREVENTION, DIAGNOSIS AND TREATMENT OF MOVEMENT DYSFUNCTION AND NEUROMUSCOSKELETAL CONDITIONS. 18 18 0 35 4941 -4365 87667 4368 172563 292497 443 453 4250 3172 264923 300490 0 0 0 0 0 0 0 0 0 242780 249516 242780 249516 22143 50974 350556 411810 8350 6475 342206 405335 X THE MISSION OF THE LOUISIANA PHYSICAL THERAPY ASSOCIATION, THE PRINCIPAL MEMBERSHIP ORGANIZED IN LOUISIANA REPRESENTING AND PROMOTING THE PROFESSION OF PHYSICAL THERAPY, IS TO ENHANCE THE PHYSICAL HEALTH AND FUNCTIONAL ABILITIES OF MEMBERS OF THE PUBLIC AND TO FURTHER THE PROFESSION'S ROLE IN THE PREVENTION, DIAGNOSIS AND TREATMENT OF MOVEMENT DYSFUNCTIONS AND NEUROMUSCOSKELETAL CONDITIONS. 0 0 82164 200132 CONTINUING EDUCATION-LPTA HOLDS A FALL AND SPRING MEETING WHICH INCLUDED 12 HOURS OF EDUCATIONAL MINIMUM. AN EXHIBITION OF PRODUCTS AND SERVICES ABILITY TO PTS IS INTEGRATED WITH THE MEETINGS. 9306 NEWSLETTER: LPTA PUBLISHES SIX BI-MONTHLY NEWSLETTERS TO UPDATE MEMBERS ON CURRENT EVENTS AND GENERAL NEWS RELATED TO THE PRACTICE OF PT IN LOUISIANA AND PHYSICAL THERAPISTS 90596 GENERAL PROMOTION OF THE PROFESSION AND THEIR ROLL IN THE PREVENTION, DIAGNOSIS AND TREATMENT OF MOVEMENT DYSFUNCTION AND NEUROMUSCOSKELETAL CONDITIONS. 91470 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 18 18 1 1 0 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 0 0 0 LA X BLAND O'CONNOR POSTLETHWAITE & NETTERVILLE APAC 2259224600 8550 UNITED PLAZA BLVD STE 1001 BATON ROUGE LA 70809 X DAVID QUALLS CHIEF DELEGATE 1.00 X 0 0 0 ERIC INGRAM ALEXANDRIA DISTRICT CHAIR 1.00 X 0 0 0 DANIELLE MORRIS BATON ROUGE DISTRICT CHAIR 1.00 X 0 0 0 CRAIG PATE HOUMA DISTRICT CHAIR 1.00 X 0 0 0 JENNIFER WATSON LAFAYETTE DISTRICT CHAI 1.00 X 0 0 0 MARIANNE DAIGLE LAKE CHARLES DIST. CHAIR 1.00 X 0 0 0 JAKE MCKENZIE MONROE DISTRICT CHAIR 1.00 X 0 0 0 TOMMY WEBER NEW ORLEANS DISTRICT CHAIR 1.00 X 0 0 0 AMELIA LEONARDI NOMINATIONS COMM. CHAIR 1.00 X 0 0 0 JASON OLIVER PTA CAUCUS DELEGATE 1.00 X 0 0 0 PAUL JONES NORTHSHORE DISTRICT CHAIR 1.00 X 0 0 0 CRISTINA FAUCHEUX GOVERNMENTAL AFFAIRS COMMI 1.00 X 0 0 0 JULIE DANIELES HARRIS SHREVEPORT DISTRICT CHAIR 1.00 X 0 0 0 GREG LEBLANC IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ALLISON DALY NEW ORLEANS DISTRICT CO-CH 1.00 X 0 0 0 JOSEPH SHINE VICE PRESIDENT 1.00 X 0 0 0 JUDITH HALVERSON TREASURER 1.00 X 0 0 0 BETH WARD PRESIDENT 2.00 X 0 0 0 JANE EASON SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4368 4368 REGISTRATION FEES 900099 200132 200132 MEMBERSHIP DUES 900099 87424 87424 ADVERTISING 541800 4941 4941 292497 453 453 SPONSORSHIP 900099 3172 3172 3172 300490 290728 4941 453 X 81200 81200 32500 32500 364 364 22338 366 21972 43007 41497 1510 PRINTING 18898 17429 1469 SPEAKER FEES & EXPENSES 8350 8350 0 DONATIONS 6985 6985 AUDIO-VISUAL 6405 6305 100 29469 17523 11946 249516 91470 158046 0 149704 208030 200608 194402 244 9378 350556 411810 8350 6475 8350 6475 X 0 0 0 0 0 0 342206 405335 350556 411810 X 50974 12158 -3 X 0 0 0 0 0 0 87424 32500 3 32503 32504 -1 PART II-B, LINE 1: LPTA RETAINS A REGISTERED LOUISIANA LOBBYIST, THE TATMAN GROUP, TO INFORM, ADVISE, AND ATTEMPT TO INFLUENCE LEGISLATORS INCLUDING MEMBERS OF THE LOUISIANA HOUSE AND SENATE AND THEIR STAFFS ON MATTERS RELATED TO LEGISLATION THAT MAY AFFECT PHYSICAL THERAPISTS, THE PRACTICE OF PHYSICAL THERAPY OR PAST, CURRENT OR FUTURE USERS OF PHYSICAL THERAPY SERVICES. SOME VOLUNTEER LEADERS OF THE LPTA ALSO PARTICIPATE ON AN UNCOMPENSATED BASIS IN THESE ACTIVITIES. SIMILAR ACTIVITIES EXTEND TO POSSIBLE REGULATORY ISSUES AND RELATED REGULATORS. FORM 990, PART VI, SECTION A, LINE 2 TWO ELECTED DELEGATES TO THE APTA ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 3 ASSOCIATION IS MANAGED BY THE PROFESSIONAL ASSOCIATION MANAGEMENT COMPANY P&N ASSOCIATION MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF PHYSICAL THERAPISTS, PHYSCIAL THERAPIST ASSISTANTS AND PT/PTA STUDENTS WHO PAY ANNUAL DUES TO JOIN THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR MEMBERS VOTE ON VACANCIES OCCURING IN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ITEMS SUBJECT TO APPROVAL BY MEMBERS OF THE CHAPTER ARE DUE CHANGES, CREATING AND DEMOLISHING OF COMMITTEES, CHANGES TO BY-LAWS, RULES, AND POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION DOES NOT HAVE WRITTEN POLICIES AND PROCEDURES GOVERNING THE ACTIVITES OF SUCH CHAPTERS, AFFILIATES, AND BRANCHES TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THOSE OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 COPIES ARE GIVEN TO BOARD MEMEBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDENCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B. A DIRECTOR OR COMMITTEE MEMBERS WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE PRESIDENT OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE PRESIDENT SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. C. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUSTIDE THE MEETING. D. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING MAY BE COUNTED IN DETERMINING THE PRESCENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE APPROVED IF IT RECEIVES THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED PERSONS ENTITLED TO VOTE. FOR PURPOSES OF THIS PARAGRAPH, A MEMBER OF THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS A CONFLICT OF INTEREST WHEN HE OR SHE STANDS FOR ELECTION AS AN OFFICER OR FOR RE-ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. E. RESPONSIBLE PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOE TO THE PRESIDENT OR EXCUTIVE DIRECTOR ANY CONFLICT OF INTEREST THAT SUCH RESPONSIBLE PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. IN THE EVENT THAT THE CONFLICT INVOLVES THE PRESIDENT OR EXECUTIVE DIRECTOR, DISCLOSURE, SHALL BE MADE TO A VICE PRESIDENT OR OTHER OFFICER OF THE ORGANIZATION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONLIFCT OF INTEREST IS KNOWN OT THE RESPONSIBLE PERSON. THE RESPONSIBLE PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ORGANIZATION'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE PRESIDENT OR THE PRESIDENT'S DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E POSTAGE: PROGRAM SERVICE EXPENSES 4,523. MANAGEMENT AND GENERAL EXPENSES 1,158. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,681. WEB BASED AMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,365. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 4,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,855. STATIONARY AND SUPPLIES: PROGRAM SERVICE EXPENSES 1,419. MANAGEMENT AND GENERAL EXPENSES 1,303. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,722. AWARDS: PROGRAM SERVICE EXPENSES 2,248. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,273. REFUNDS: PROGRAM SERVICE EXPENSES 2,260. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,260. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,782. EQUIPMENT & BOOTH RENTAL: PROGRAM SERVICE EXPENSES 1,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,571. TOURNAMENT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 850. TELECOMMUNICATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 728. EXHIBIT HALL SET UP & SECURITY: PROGRAM SERVICE EXPENSES 647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 647. FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 235. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220. ENTERTAINMENT AND EVENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179. GIFTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 85. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS -1. ROUNDING -2.