LOUISIANA CHAPTER OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: LOUISIANA CHAPTER OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION (EIN 23-7357334)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-21
IRS object ID: 201211739349300536
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-21T14:23:17-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	721202445	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	POSTLETHWAITE & NETTERVILLE	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	8550 UNITED PLAZA BLVD SUITE 1001	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70809	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237357334	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	LOUISIANA CHAPTER OF THE	BusinessNameLine1
Business Name Line2	AMERICAN PHYSICAL THERAPY ASSOCIATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	LOUI	NameControl
Phone	2259224614	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8550 UNITED PLAZA BLVD NO 1001A	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70809	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JUDITH HALVERSON	Name
Title	TREASURER	Title
Phone	2259224614	Phone
Date Signed	2012-06-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RALPH STEPHENS	Name
PTIN	P00638118	PTIN
Phone	2259224600	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BETH WARD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	8550 UNITED PLAZA SUITE 1001	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70809	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	243974	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.LPTA.ORG	WebSite
Type Of Organization Other	X	TypeOfOrganizationOther
Year Formation	1950	YearFormation
State Legal Domicile	LA	StateLegalDomicile
Activity Or Mission Description	`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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	18	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	35	TotalNbrVolunteers
Total Gross UBI	2065	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	4258	ContributionsGrantsPriorYear
Contributions Grants Current Year	2905	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	214501	ProgramServiceRevenuePriorYear
Program Service Revenue CY	240702	ProgramServiceRevenueCY
Investment Income Prior Year	4451	InvestmentIncomePriorYear
Investment Income Current Year	367	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	223210	TotalRevenuePriorYear
Total Revenue Current Year	243974	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	0	SalariesEtcPriorYear
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	234622	OtherExpensePriorYear
Other Expenses Current Year	228339	OtherExpensesCurrentYear
Total Expenses Prior Year	234622	TotalExpensesPriorYear
Total Expenses Current Year	228339	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-11412	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	15635	RevenuesLessExpensesCY
Total Assets BOY	286849	TotalAssetsBOY
Total Assets EOY	298700	TotalAssetsEOY
Total Liabilities BOY	8506	TotalLiabilitiesBOY
Total Liabilities EOY	8506	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	278343	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	290194	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	74356	Expense
Revenue	146210	Revenue
Description	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.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	11888	Expense
Revenue	2065	Revenue
Description	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	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Revenue	90362	Revenue

Field	Value	IRS element (for citing)
Total Of Other Program Service Rev	90362	TotalOfOtherProgramServiceRev
Total Program Service Expense	86244	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Subject To Proxy Tax	1	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	18	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	1	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	1	LocalChapters
Policies Reference Chapters	0	PoliciesReferenceChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	LA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BLAND O'CONNOR POSTLETHWAITE & NETTERVILLE APAC	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2259224600	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	8550 UNITED PLAZA BLVD STE 1001	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70809	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
DAVID QUALLS
CHIEF DELEGATE	2.00	X	0	0	0
BRAD FOSTER
ALEXANDRIA DISTRICT CHAIR	1.00	X	0	0	0
ALTHEA JONES
BATON ROUGE DISTRICT CHAIR	1.00	X	0	0	0
CRIAG PATE
HOUMA DISTRICT CHAIR	1.00	X	0	0	0
ALIX SORRELL
LAFAYETTE DISTRICT CHAIR	1.00	X	0	0	0
JEREMY STILLWELL
LAKE CHARLES DIST. CHAIR	1.00	X	0	0	0
AIMEE KRAMER
MONROE DISTRICT CHAIR	1.00	X	0	0	0
LISA GEORGE
NEW ORLEANS DISTRICT CHAIR	1.00	X	0	0	0
ANNA MOORE
NOMINATIONS COMM. CHAIR	1.00	X	0	0	0
JASON OLIVER
PTA CAUCUS DELEGATE	1.00	X	0	0	0
DAVID HENDRICKS
NORTHSHORE DISTRICT CHAIR	1.00	X	0	0	0
MAISIE MEAUX HARGETT
LAFAYETTE DISTRICT CHAIR	1.00	X	0	0	0
CHRIS JUNEAU
GOVERNMENTAL AFFAIRS COMMITTEE CHAIR	1.00	X	0	0	0
GREG LEBLANC
IMMEDIATE PAST PRESIDENT	1.00		0	0	0	X
JOESEPH SHINE
VICE PRESIDENT	1.00		0	0	0	X
JUDITH HALVERSON
TREASURER	1.00		0	0	0	X
BETH WARD
PRESIDENT	2.00		0	0	0	X
KAYLA PRATHER BERCIER
SECRETARY	1.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	2905	AllOtherContributions
Total Contributions	2905	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
REGISTRATION FEES	900099	149958	149958
MEMEBERSHIP DUES	900099	88679	88679
ADVERTISING	541800	2065		2065

Field	Value	IRS element (for citing)
Total Program Service Revenue	240702	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	367	TotalRevenueColumn
Exclusion	$367	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	243974	TotalRevenueColumn
Related Or Exempt Function Income	238637	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2065	UnrelatedBusinessRevenue
Exclusion	$367	ExclusionAmount

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	80000	Total
Management And General	80000	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	30000	Total
Management And General	30000	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1827	Total
Program Services	520	ProgramServices
Management And General	1307	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	21642	Total
Program Services	1376	ProgramServices
Management And General	20266	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	37785	Total
Program Services	37679	ProgramServices
Management And General	106	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	779	Total
Program Services	779	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
PRINTING	11993	11532	461
SPEAKER FEES & EXPENSES	11601	11601
POSTAGE	11462	10091	1371
AUDIO-VISUAL	4290	4290

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	16960	Total
Program Services	8376	ProgramServices
Management And General	8584	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	228339	Total
Program Services	86244	ProgramServices
Management And General	142095	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	98611	BOY
EOY	111794	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	187955	BOY
EOY	184072	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	283	BOY
EOY	2834	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	286849	BOY
EOY	298700	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	8506	BOY
EOY	8506	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	8506	BOY
EOY	8506	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	278343	BOY
EOY	290194	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	286849	BOY
EOY	298700	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	15635	ReconcilationRevenueExpenses
Reconcilation Other Changes	-3784	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	1	AccountantCompileOrReview
FS Audited	0	FSAudited
Audit Committee	0	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$30,000	DirectContactLegislatorsAmount
Total Lobbying Expenditures IIB	30000	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3
Substantially All Dues Nondeduct	0	SubstantiallyAllDuesNondeduct
Only In House Lobbying	0	OnlyInHouseLobbying
Agree To Carryover Prior Year	1	AgreeToCarryoverPriorYear
Dues Assessments	88679	DuesAssessments
Non Ded Lobby Political Current	30000	NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Carryover	1140	NonDedLobbyPoliticalCarryover
Non Ded Lobby Political Total	31140	NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices	39019	AggrAmtReportedInDuesNotices
Taxable	-$7,879	TaxableAmount

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF OTHER LOBBYING ACTIVITIES:	Identifier
Return Reference	PART II-B, LINE 1I:	ReturnReference
Explanation	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.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings
Total Revenue	243974	TotalRevenue
Total Expenses	228339	TotalExpenses
Excess Or Deficit For Year	15635	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-3883	NetUnrealizedGLOnInvestments
Other	$99	OtherAmount
Total Adjustments	-3784	TotalAdjustments
Excess Or Deficit Per FS	11851	ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	PART XI, LINE 8 - OTHER ADJUSTMENTS:	Identifier
Explanation	OTHER ADJUSTMENTS 99.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2	THE 2011 ELECTED PRESIDENT (IMMEDIATE PAST PRESIDENT) AND AN ELECTED DELEGATE 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 PLEANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELEIVE 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 METTING 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 COTE. 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 BOTE 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 CIRCUMSTNACES 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 XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -3,883. OTHER ADJUSTMENTS 99. TOTAL TO FORM 990, PART XI, LINE 5: -3,784.	CHANGES IN NET ASSETS OR FUND BALANCES: