2014-08-06T12:06:13-05:00 2013-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST RD STE 115 RALEIGH NC 27609 990 2013-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 ROBERT BATARLA CHIEF FINANCIAL OFFICER 7036842782 2014-08-06 1 JOHN HUSKINS P01081531 9197196400 2014-08-06 2013 2015-11-30 17:44:51Z ROBERT BATARLA 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 54198941 0 X WWW.APTA.ORG X 1930 IL 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. 15 14 201 1500 2849769 -155279 156704 277760 35879612 37156482 1010755 1790476 3033593 2325964 40080664 41550682 602920 812807 0 0 19314409 19648284 0 0 0 19581009 20520592 39498338 40981683 582326 568999 38827231 43351631 23111966 24477168 15715265 18874463 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 PROFESSIONAL SERVICES AND GOVERNMENTAL RELATIONS:SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. EDUCATION, RESEARCH, AND PROFESSIONAL DEVELOPMENT:HELPED PROMOTE AND ENFORCE PROFESSIONAL STANDARDS IN PHYSICAL THERAPY. CONFERENCES/COMBINED SECTIONS MEETING:PROMOTES INFORMATIONAL EXCHANGE IN AREAS SUCH AS PRACTICE, EDUCATION, RESEARCH, AND REGULATIONS. THE TWO MAJOR ANNUAL CONFERENCES WERE ATTENDED BY APPROXIMATELY 15,000; WITH APTA MEMBERSHIP OF APPROXIMATELY 89,000 MEMBERS. PERIODICALS:COMMUNICATES INFORMATION ABOUT STANDARDS AND DEVELOPMENTS IN PHYSICAL THERAPY PRACTICE, EDUCATION AND RESEARCH. READERS BENEFITTED FROM FOUR PUBLICATIONS. 0 1 0 1 0 0 0 0 0 1 0 0 0 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 0 0 1 262 0 1 201 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 JEANINE M GUNN PT DIRECTOR 20.00 2.00 X 10000 0 0 JENNIFER E GREEN-WILSON PT MBA ED DIRECTOR 20.00 2.00 X 10000 0 0 ROGER A HERR PT MPA COS-C DIRECTOR 20.00 2.00 X 10000 0 0 KATHLEEN K MAIRELLA PT DPT MA DIRECTOR 20.00 2.00 X 10000 0 0 MARY C SINNOTT PT DPT MED DIRECTOR 20.00 2.00 X 10000 0 0 NICOLE L STOUT PT MPT CLT-LANA DIRECTOR 20.00 2.00 X 10000 0 0 CAROLYN M ODDO PT MS FACHE DIRECTOR FROM 7/2013 20.00 2.00 X 5000 0 0 LISA K SALADIN PT PHD DIRECTOR FROM 2/2013 20.00 2.00 X 7500 0 0 SUSAN L WHITNEY PT DPT PHD NCS DIRECTOR FROM 7/2013 20.00 2.00 X 5000 0 0 DIANNE V JEWELL PT DPT PHD CCS DIRECTOR THRU 6/2013 20.00 2.00 X 5000 0 0 STEPHEN M LEVINE PT DPT MSHA DIRECTOR THRU 6/2013 20.00 2.00 X 5000 0 0 DAVID A PARISER PT PHD DIRECTOR THRU 1/2013 20.00 2.00 X 2500 0 0 PAUL A ROCKAR JR PT DPT MS PRESIDENT 20.00 2.00 X X 25000 0 0 SHARON L DUNN PT PHD OCS VICE PRESIDENT 20.00 2.00 X X 10000 0 0 LAURITA M HACK PT DPT MBA PHD F SECRETARY 20.00 2.00 X X 10000 0 0 ELMER PLATZ PT TREASURER 20.00 2.00 X X 10000 0 0 SHAWNE E SOPER PT DPT MBA SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 STUART H PLATT PT MSPT VICE SPEAKER OF THE HOUSE FROM 7/2013 20.00 2.00 X X 5000 0 0 WILLIAM F MCGEHEE PT MHS VICE SPEAKER OF THE HOUSE THRU 6/2013 20.00 2.00 X X 5000 0 0 JOHN BARNES CHIEF EXECUTIVE OFFICER THRU 7/31/13 35.00 2.00 X 463927 0 6781 BONNIE POLVINALE INTERIM CHIEF EXECUTIVE OFFICER FROM 6/2013 & VP, 35.00 2.00 X 273663 0 13990 ROB BATARLA CHIEF FINANCIAL OFFICER 35.00 10.00 X 229980 0 16293 JANET BEZNER VP, NAT'L GOVERNANCE/EDUCATION 35.00 X 248500 0 16873 JUSTIN MOORE VP, PUBLIC POLICY PRACTICE 35.00 X 245450 0 20618 FELICITY CLANCY VP, COMMUNICATIONS 35.00 X 190685 0 17500 JOHN BENNETT SR. DIRECTOR, LEGAL AFFAIRS/GENERAL COUNCIL 35.00 X 193120 0 17880 LISA RUANE SR. DIRECTOR, PROFESSIONAL DEVELOPMENT 35.00 X 163750 0 17089 JOHN KING SR. DIRECTOR, IT 35.00 X 163070 0 17825 MARC GOLDSTEIN SR. ADVISOR, CLINICAL PRACTICE & RESEARCH 35.00 X 157410 0 4629 MARY JANE HARRIS DIRECTOR, ACCREDITATION 35.00 X 146630 0 26173 2641185 0 175651 38 0 1 0 CADMUS PSG PO BOX 822934 PHILADELPHIA PA 19182 PRINTING 1401390 OPTIONS TRAVEL 200 E HOWARD ST SUITE 280 DES PLAINES IL 60018 TRAVEL 782153 JM STAMP COMPANY 13524 VINTAGE PL CHINO CA 91710 SOUND COMPANY 609157 NATIONAL BOARD OF MEDICAL EX PO BOX 48006 NEWARK NJ 07101 MEDICAL EXAMS 602031 HILTON 720 S MICHIGAN AVE CHICAGO IL 60605 HOTEL / CONFERENCE CENTER 517508 31 277760 277760 MEMBER DUES 900099 15348710 15348710 ACCREDITATION AND EXAM FEES 900099 7623700 7623700 CONFERENCES & MEETINGS 900099 7357112 5330179 2026933 PERIODICALS 900099 4430538 2641582 1788956 STAFF SERVICES 900099 1335609 1335609 1060813 1060813 37156482 338706 338706 2433594 2433594 13808775 12357005 1451770 1451770 1451770 158141 291254 -133113 -133113 GRANT RECOVERY 900099 24169 24169 MISCELLANEOUS INCOME 900099 1314 1314 25483 41550682 32146667 2849769 6276486 805390 7417 1909260 13042081 2115144 1557748 1024051 356778 116997 364012 2741142 249355 5186625 1112472 870509 2673932 2877379 1369238 658598 168055 HONORARIA 771897 DUES AND SUBSCRIPTIONS 450247 COMMISSIONS 303686 TRAINING 104741 144929 40981683 1100 1100 2346415 3190823 935106 1072688 9222687 9647687 471888 426489 299269 205725 9069916 7890464 1612675 1179452 22685608 27048010 1252483 579657 38827231 43351631 1977569 2661743 17416961 18450432 3717436 3364993 23111966 24477168 X 15715265 18874463 15715265 18874463 38827231 43351631 568999 2590199 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266460 0 0 0 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 548316 0 0 1 15348710 3150979 -4331764 -1180785 2609281 -3790066 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 448420 -41210 406937 273 401744 46676 448420 382875 44869 26000 401744 2171018 1691624 479394 6898898 6198840 700058 1179452 CHAPTER DUES PAYABLE 472566 SECTION DUES PAYABLE 191189 POST-RETIREMENT BENEFIT OBLIGATION 2591305 CAPITAL LEASE OBLIGATION 109933 3364993 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013. 1 FOUNDATION FOR PHYSICAL THERAPY 1111 N FAIRFAX ST ALEXANDRA VA 22314 136161225 501(C)(3) 566641 PROMOTION OF DOCTORAL STUDIES NORTHERN ARIZONA UNIVERSITY PO BOX 4070 FLAGSTAFF AZ 86011 742579628 78504 GRANT FOR RESEARCH AGREEMENT THE CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 340714585 501(C)(3) 32000 HEALTH SERVICE RESEARCH PROGRAM GRANT CREIGHTON UNIVERSITY 2500 CALIFORNIA PL OMAHA NE 68154 470376583 501(C)(3) 22500 GRANT FOR HEALTH SERVICES RESEARCH PIPELINE TUCKER ARENSBERG PC 1500 PPG PL PITTSBURGH PA 15222 251425735 13840 FUNDING LEGAL SERVICES FOR WORK RELATED TO THE TENNESSEE DRY NEEDLING OPINION UTAH FAMILIES FOUNDATION 9160 S 300 W 21 SANDY UT 84070 870509416 501(C)(3) 12500 SPONSORSHIP TRUSTEES OF BOSTON UNIVERSITY 715 ALBANY ST BOSTON MA 02118 042103547 501(C)(3) 10000 SPONSORSHIP UNITED STATES BONE AND JOINT INITIATIVE NFP 6300 N RIVER RD ROSEMONT IL 60018 134223933 501(C)(3) 10000 SPONSORSHIP UNIVERSITY OF PITTSBURGH 116 ATWOOD ST SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 9000 SUPPORT FOR REGENERATIVE REHABILITATION SYMPOSIUM PIERCE CO CENTER FOR DISPUTE RESOLUTION 738 BROADWAY SUITE 400 TACOMA WA 98402 911508442 501(C)(3) 7671 GENERAL SUPPORT EXPERT CLINICAL BENCHMARKS LLC 2701 RENAISSANCE BLVD SUITE 200 KING OF PRUSSIA PA 19406 232994430 6500 RESEARCH GRANT CONGRESSIONAL AWARD FOUNDATION PO BOX 462 ENCAMPMENT WY 82325 830264665 501(C)(3) 5000 SPONSORSHIP DAVID A WINSTON HEALTH POLICY FELLOWSHIP 2000 14TH ST N SUITE 780 ARLINGTON VA 22201 521492039 501(C)(3) 5000 SPONSORSHIP NATIONAL DEFENSE INDUSTRIAL ASSOCIATION 2111 WILSON BLVD SUITE 400 ARLINGTON VA 22201 530196547 501(C)(3) 5000 SPONSORSHIP NATIONAL MULTIPLE SCLEROSIS SOCIETY 1800 M ST NW SUITE 750 SOUTH WASHINGTON DC 20036 530237585 501(C)(3) 5000 SPONSORSHIP TEMPLE UNIVERSITY 1801 N BROAD ST PHILADELPHIA PA 19122 231365971 501(C)(3) 5000 GRANT FOR HEALTH SERVICES RESEARCH PIPELINE 13 3 OUTSTANDING STUDENT AWARD 2 1500 MARGARET MOORE AWARD 1 1500 EUGUENE MICHELS AWARD 1 1500 CHATTANOOGA RESEARCH AWARD 1 1000 JACK WALKER AWARD 1 1000 PHOTOGRAPHY COMPETITION 2 667 OUTSTANDING CORE AMBASSADOR 1 250 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 X X 1 0 0 JOHN BARNES CHIEF EXECUTIVE OFFICER THRU 7/31/13 216067 0 32795 0 215065 0 6781 0 0 0 470708 0 0 0 BONNIE POLVINALE INTERIM CHIEF EXECUTIVE OFFICER FROM 273663 0 0 0 0 0 13990 0 0 0 287653 0 0 0 ROB BATARLA CHIEF FINANCIAL OFFICER 229980 0 0 0 0 0 13703 0 2590 0 246273 0 0 0 JANET BEZNER VP, NAT'L GOVERNANCE/EDUCATION 248500 0 0 0 0 0 14392 0 2481 0 265373 0 0 0 JUSTIN MOORE VP, PUBLIC POLICY PRACTICE 245450 0 0 0 0 0 14318 0 6300 0 266068 0 0 0 FELICITY CLANCY VP, COMMUNICATIONS 190685 0 0 0 0 0 17500 0 0 0 208185 0 0 0 JOHN BENNETT SR. DIRECTOR, LEGAL AFFAIRS/GENERAL 193120 0 0 0 0 0 11507 0 6373 0 211000 0 0 0 LISA RUANE SR. DIRECTOR, PROFESSIONAL DEVELOPM 163750 0 0 0 0 0 12716 0 4373 0 180839 0 0 0 JOHN KING SR. DIRECTOR, IT 163070 0 0 0 0 0 17500 0 325 0 180895 0 0 0 MARC GOLDSTEIN SR. ADVISOR, CLINICAL PRACTICE & RE 157410 0 0 0 0 0 3148 0 1481 0 162039 0 0 0 MARY JANE HARRIS DIRECTOR, ACCREDITATION 146630 0 0 0 0 0 23000 0 3173 0 172803 0 0 0 PART I, LINE 4A JOHN BARNES RECEIVED A SEVERANCE PAYMENT OF $215,065 DURING 2013. 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 11 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 ANNUALLY, AT A BOARD MEETING, THE BOARD MEMBERS SIGN OFF ON THE CONFLICT OF INTEREST POLICY STATING THEIR CONFLICTS, IF ANY. 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 RENEGOTIATION. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN FEBRUARY 2013. 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 VI, SECTION A, LINE 1: FIVE MEMBERS OF THE BOARD SERVE ON THE EXECUTIVE COMMITTEE, WHO CAN ACT ON BEHALF OF THE FULL BOARD. AMERICAN PHYSICAL THERAPY PROPERTIES INC 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 POLITICAL ACTION COMMITTEE VA 527 N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES K 837032 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES L 425000 FAIR MARKET VALUE