2022-09-14T18:16:59-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 DAVID KEEN CHIEF FINANCIAL OFFICER 7036842782 2022-09-09 1 DAVID KEEN XXX-XX-XXXX J ANDREW SMITH P00635175 5712279500 2022-09-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JUSTIN MOORE 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 48652279 0 X WWW.APTA.ORG X 1930 IL ADVANCING THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 15 15 157 1500 235510 0 680350 2226721 42404186 39065621 1998375 2389077 3295833 3791850 48378744 47473269 763459 1987167 0 0 21899792 20490092 0 0 0 22364020 19260458 45027271 41737717 3351473 5735552 61402503 74355430 25284855 32754151 36117648 41601279 BUILDING A COMMUNITY THAT ADVANCES THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 0 0 MEMBERSHIP:SUPPORTS THE MEMBERSHIP OF APPROXIMATELY 100,000 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. 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 1 1 1 0 0 1 332 0 157 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X DAVID KEEN 7036842782 3030 POTOMAC AVE ALEXANDRIA VA 22305 JUSTIN MOORE CEO 45.00 5.00 X 456156 0 73439 DAVID KEEN CFO 45.00 5.00 X 294124 0 79585 MANDY FROHLICH COO 50.00 0.00 X 265430 0 48876 JASON BELLAMY EXECUTIVE VICE PRESIDENT 50.00 0.00 X 225584 0 25561 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 0.00 X 180914 0 67646 DAVID STEPHENSON VICE PRESIDENT 50.00 0.00 X 179837 0 28158 STEVEN CHESBRO VICE PRESIDENT 50.00 0.00 X 191137 0 16118 ALICIA HOSMER SENIOR DIRECTOR 50.00 0.00 X 181222 0 22115 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 50.00 0.00 X 161900 0 40637 CANDACE BAHNER SENIOR DIRECTOR 50.00 0.00 X 161197 0 41220 MARY EVERS VICE PRESIDENT 50.00 0.00 X 163092 0 34561 CARMEN ELLIOTT VICE PRESIDENT 50.00 12.00 X 170082 0 22336 SHARON DUNN PRESIDENT 20.00 1.00 X X 25000 0 0 MATTHEW HYLAND VICE PRESIDENT 20.00 1.00 X X 20000 0 0 KIP SCHICK SECRETARY 20.00 2.00 X X 20000 0 0 JEANINE GUNN TREASURER 20.00 1.00 X X 20000 0 0 KYLE COVINGTON VICE SPEAKER 20.00 2.00 X X 20000 0 0 WILLIAM MCGEHEE SPEAKER OF THE HOUSE 20.00 1.00 X X 20000 0 0 SUSAN APPLING DIRECTOR 20.00 1.00 X 16500 0 0 CINDY ARMSTRONG DIRECTOR 20.00 2.00 X 16500 0 0 DEIRDRE DALEY DIRECTOR 20.00 2.00 X 16500 0 0 HEATHER JENNINGS DIRECTOR 20.00 1.00 X 16500 0 0 DAN MILLS DIRECTOR 20.00 1.00 X 16500 0 0 CARMEN COOPER-OGUZ DIRECTOR 20.00 1.00 X 16500 0 0 ROBERT ROWE DIRECTOR 20.00 1.00 X 16500 0 0 SKYE DONOVAN DIRECTOR 20.00 1.00 X 16500 0 0 VICKI TILLEY DIRECTOR 20.00 1.00 X X 16500 0 0 2904175 0 500252 55 0 1 0 CAREFIRST PO BOX 79749 BALTIMORE MD 21279 HEALTHCARE 2942379 NATIONAL BOARD OF MEDICAL EXAMINERS PO BOX 48006 NEWARK NJ 07101 MEDICAL LICENSING BOARD 1170309 APISOURCE INC 7850 WALKER DRIVE SUITE 400 GREENBELT MD 20770 FULLFILLMENT 684197 SUSAN GAGE CATERERS 7100 OLD LANDOVER ROAD LANDOVER MD 45192 CATERER 451992 ARTHUR J GALLAGHER RISK MANAEMENT SERVIC 5950 SYMPHONY WOODS RD SUITE 314 COLUMBIA MD 21044 BUSINESS INSURANCE 445517 37 1921721 305000 2226721 MEMBER DUES 900099 16362387 16362387 ACCREDITATION AND EXAM FEES 900099 9538191 9538191 CONFERENCES & MEETINGS 900099 8136928 8136928 PERIODICALS 541800 3093951 2858441 235510 STAFF SERVICES 900004 1934164 1934164 39065621 972338 972338 3759553 3759553 2466138 1049399 1416739 1416739 1416739 161908 129611 32297 32297 47473269 38862408 235510 6148630 X 1980417 6750 2349922 12235274 1138848 3760123 1005925 129125 157892 304235 58873 6096652 169660 3001741 59657 1442861 615112 2342119 1487268 403465 291026 REPAIRS AND MAINTENANCE 1161303 PUBLICATIONS 403815 DUES AND SUBSCRIPTIONS 398350 COMMISSIONS 237577 499727 41737717 198286 24938 3998536 13035207 1118460 2979661 175136 110170 264387 376522 2773305 739665 1607740 2033640 30555539 31417521 23484419 24377771 61402503 74355430 2020188 3116266 15994206 20814651 7270461 8823234 25284855 32754151 X 36117648 41601279 36117648 41601279 61402503 74355430 5735552 -251921 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 355720 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 526145303 178813 0 0 1 16362387 2209177 -5331962 -3122785 1963486 -5086271 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 21210 177 21033 2752095 739488 2012607 2033640 SECURITY DEPOSITS 826957 DUE FROM CENTENNIAL PROPERTIES, LLC 23550814 24377771 CHAPTER DUES PAYABLE 576898 SECTION DUES PAYABLE 240471 POST-RETIREMENT BENEFIT OBLIGATION 7895566 CAPITAL LEASE 110299 8823234 X PART X, LINE 2: APTA, A.P.T. PROPERTIES, PT FUND, PT PAC, AND THE FPTR ARE EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON THEIR EXEMPT ACTIVITIES UNDER SECTION 501(C)(6), 501(C)(2), 501(C)(3), 527, AND 501(C)(3), 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. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON ITS EXEMPT ACTIVITIES AND IS CLASSIFIED AS A PUBLIC CHARITY 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, 2021 AND 2020. APTA GENERATES UNRELATED BUSINESS INCOME THAT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. FOR TAX AND CONSOLIDATED FINANCIAL STATEMENT PURPOSES, APTA HAD LOSS CARRY FORWARDS FROM UNRELATED BUSINESS INCOME ACTIVITIES TOTALING APPROXIMATELY $3,499,000 AND $3,393,000 AS OF DECEMBER 31, 2020 AND 2019, RESPECTIVELY, WHICH MAY BE USED TO OFFSET FUTURE TAXABLE INCOME. MANAGEMENT HAS DETERMINED IT IS NOT PROBABLE THIS CARRYFORWARD WILL BE UTILIZED IN FUTURE YEARS, AND THUS NO DEFERRED TAX ASSET HAS BEEN RECORDED ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. A.P.T PROPERTIES, PT FUND, PT PAC, LLC, AND THE FPTR HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. 1 ARLINGTON CTY POLICE CHARITABLE FUND INC 2013 H ST NW 5TH FLOOR WASHINGTON DC 20006 364559350 501(C)(3) 20000 0 N/A N/A GALA SPONSORSHIP FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 136161225 501(C)(3) 520000 0 N/A N/A RESEARCH DONATION MOVE TOGETHER INC 3214 GREENWOOD OAK DR NORCROSS GA 30092 811389457 501(C)(3) 25000 0 N/A N/A ANNUAL SPONSORSHIP PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 501(C)(3) 1016234 0 N/A N/A GENERAL FUND DONATION UNITED STATES BONE AND JOINT INITIATIVE NFP 9400 W HIGGINS RD STE 500 ROSEMONT IL 600184976 134223933 501(C)(3) 7000 0 N/A N/A SUPPORT FOR YOUNG INVESTIGATOR INITIATIVE - 2021 & BURDEN OF MUSCULOSKELETAL DISEASES IN THE U.S. (BMUS) 5 0 OUTSTANDING STUDENT ASSEMBLY SCHOLARSHIP 2 1500 N/A N/A EUGENE MICHELS NEW INVESTIGATOR AWARD 3 2250 N/A N/A CHATTANOOGA RESEARCH AWARD 1 1000 N/A N/A HENRY O. AND FLORENC P. KENDALL PRACTICE AWARD 1 500 N/A N/A F. A. DAVIS AWARD FOR OUTSTTANDING PT 1 1500 N/A N/A PART I, LINE 2: GRANTS MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. X X X 0 0 0 JUSTIN MOORE CEO 395322 0 60834 0 0 0 29247 0 44192 0 529595 0 0 0 DAVID KEEN CFO 252871 0 41253 0 0 0 26112 0 53473 0 373709 0 0 0 MANDY FROHLICH COO 253741 0 11689 0 0 0 15691 0 33185 0 314306 0 0 0 JASON BELLAMY EXECUTIVE VICE PRESIDENT 223836 0 1748 0 0 0 19500 0 6061 0 251145 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 179244 0 1670 0 0 0 26000 0 41646 0 248560 0 0 0 DAVID STEPHENSON VICE PRESIDENT 178089 0 1748 0 0 0 13338 0 14820 0 207995 0 0 0 STEVEN CHESBRO VICE PRESIDENT 189421 0 1716 0 0 0 11706 0 4412 0 207255 0 0 0 ALICIA HOSMER SENIOR DIRECTOR 179627 0 1595 0 0 0 19500 0 2615 0 203337 0 0 0 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 161900 0 0 0 0 0 17952 0 22685 0 202537 0 0 0 CANDACE BAHNER SENIOR DIRECTOR 159342 0 1855 0 0 0 26000 0 15220 0 202417 0 0 0 MARY EVERS VICE PRESIDENT 160706 0 2386 0 0 0 26000 0 8561 0 197653 0 0 0 CARMEN ELLIOTT VICE PRESIDENT 168426 0 1656 0 0 0 16898 0 5438 0 192418 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, AND 1 OF THE 9 DIRECTORS. THIS FIFTH MEMBER SHALL BE ELECTED TO THE EXECUTIVE COMMITTEE ANNUALLY BY MEMBERS OF THE BOARD OF DIRECTORS WHO ARE NOT MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL MEET NOT LESS THAN TWICE A YEAR AND SHALL EXERCISE THE POWER OF THE BOARD OF DIRECTORS BETWEEN ITS MEETINGS. THREE MEMBERS SHALL CONSTITUTE A QUORUM. 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 THE VOTING DELEGATES OF THE HOUSE OF DELEGATES ELECT THE BOARD. 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 APTA'S FINANCE & AUDIT COMMITTEE AND APTA'S BOARD OF DIRECTORS REVIEW THE 990 BEFORE FILING WITH THE IRS. 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 15A COMPARABLE ORGANIZATION CEO SALARY DATA FROM SURVEYS WAS USED TO ESTABLISH THE APTA CEO'S SALARY DURING CONTRACT NEGOTIATIONS. SALARY DATA IS PROVIDED BY A THIRD PARTY, WHICH IS REVIEWED AND DOCUMENTED BY HR AND THE PRESIDENT OF THE BOARD. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN DECEMBER 2020. 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 CONSULTANT FEES 5,274,204. HONORARIA 822,448. APTA CENTENNIAL PROPERTIES LLC 3030 POTOMAC AVE ALEXANDRIA VA 22305 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 66413429 AMERICAN PHYSICAL THERAPY ASSOCIATION APTA AMERICAN PHYSICAL THERAPY PROPERTIES INC 3030 POTOMAC AVE ALEXANDRIA VA 22305 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 1 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVE ALEXANDRIA VA 22305 546145303 POLITICAL ACTION COMMITTEE VA 527 APTA 1 FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 126161225 FUNDING PHYSICAL THERAPY RESEARCH VA 501(C)(3) 0 0 1 0 1 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES INC K 1430445 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC O 226927 FMV APTA CENTENNIAL PROPERTIES LLC D 23550814 NET REALIZABLE VALUE PHYSICAL THERAPY FUND B 1016234 CASH FOUNDATION FOR PHYSCIAL THERAPY RESEARCH B 520000 CASH AMOUNT FOUNDATION FOR PHYSCIAL THERAPY RESEARCH P 851954 FMV