2025-10-16T13:24:49-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 DAVID KEEN CHIEF FINANCIAL OFFICER 7036842782 2025-10-10 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-10-10 2024 2025-03-06 01:10:19Z DAVID KEEN 3030 POTOMAC AVENUE 100 ALEXANDRIA VA 22305 60848788 0 X WWW.APTA.ORG X 1930 IL BUILDING A COMMUNITY THAT ADVANCES THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 15 15 253 1500 357768 0 445550 559000 43957908 44450716 3317880 2854319 3779122 3450315 51500460 51314350 810006 648250 0 0 20114120 20966837 0 0 0 27847602 26490307 48771728 48105394 2728732 3208956 76087953 79198121 28851499 27881800 47236454 51316321 X BUILDING A COMMUNITY THAT ADVANCES THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 0 0 0 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. 0 0 0 PROFESSIONAL AFFAIRS:PROMOTES AND ENFORCES PROFESSIONAL STANDARDS IN THE PHYSICAL THERAPY PROFESSION. 0 0 0 PUBLIC AFFAIRS:SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. 0 0 0 CONFERENCES: ANNUAL PHYSICAL THERAPY CONFERENCE WITH APPROX 15,000 ATTENDEES 0 0 0 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 1 342 0 1 253 1 1 1 0 0 0 0 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 7037063131 3030 POTOMAC AVE ALEXANDRIA VA 22305 ROGER HERR PRESIDENT 20.00 1.00 X X 25000 0 0 SUSAN APPLING VICE PRESIDENT 20.00 1.00 X X 20000 0 0 KIP SCHICK SECRETARY 20.00 1.00 X X 20000 0 0 ZOHER KAPASI TREASURER 20.00 1.00 X X 20000 0 0 WILLIAM MCGEHEE SPEAKER OF THE HOUSE 20.00 1.00 X X 20000 0 0 KYLE COVINGTON VICE SPEAKER 20.00 2.00 X X 20000 0 0 CINDY ARMSTRONG DIRECTOR 20.00 1.00 X 16500 0 0 CARMEN COOPER-OGUZ DIRECTOR 20.00 1.00 X 16500 0 0 COLLEEN CHANCLER DIRECTOR 20.00 1.00 X 16500 0 0 SKYE DONOVAN DIRECTOR 20.00 2.00 X 16500 0 0 HEATHER JENNINGS DIRECTOR 20.00 1.00 X 16500 0 0 CRAIG JOHNSON DIRECTOR 20.00 1.00 X 16500 0 0 KELLEY KUBOTA DIRECTOR 20.00 1.00 X 16500 0 0 KIM NIXON-CAVE DIRECTOR 20.00 2.00 X 16500 0 0 CRIS MASIS PUBLIC MEMBER 20.00 1.00 X 16500 0 0 JUSTIN MOORE CEO 45.00 5.00 X 490284 0 80911 DAVID KEEN CFO 45.00 5.00 X 289362 0 79841 YUMI BELANGA VICE PRESIDENT 50.00 0.00 X 206899 0 50985 AARON BISHOP VICE PRESIDENT 50.00 0.00 X 230397 0 65744 STEVEN CHESBRO VICE PRESIDENT 50.00 0.00 X 210042 0 61219 DREW CONTRERAS VICE PRESIDENT 50.00 0.00 X 247135 0 24238 LORI DICKER VICE PRESIDENT 50.00 0.00 X 241050 0 51187 CARMEN ELIOTT VICE PRESIDENT 50.00 0.00 X 197971 0 26458 TARA JO MANAL VICE PRESIDENT 50.00 0.00 X 258083 0 32543 ANITA BEMIS-DOUGHERTY SENIOR ADVISOR 50.00 0.00 X 170752 0 49749 LOIS DOUTHITT SENIOR DIRECTOR 50.00 0.00 X 171360 0 47541 MARY EVERS VICE PRESIDENT 50.00 0.00 X 172221 0 24746 LISA GARGANO SENIOR DIRECTOR 50.00 0.00 X 176783 0 44188 ALICIA HOSMER SENIOR DIRECTOR 50.00 0.00 X 203221 0 22883 3539060 0 662233 58 0 1 0 FREEMAN EXPOSITIONS LLC PO BOX 650036 DALLAS TX 75265 EXHIBIT SERVICES 2918765 PSI SERVICES PO BOX 7410935 CHICAGO IL 60674 EXAM ADMINISTRATION SERVICES 745288 WALSWORTH PUBLISHING COMPANY INC 2180 MAIDEN LANE ST JOSEPH MI 49085 PRINTING AND PUBLISHING COMPANY 522613 ECHO-INTERACTIVE LLC 150 LINDEN DRIVE COHASSET MA 02025 ADVERTISING 429038 ARTHUR J GALLAGHER RMS LLC 5950 SYMPHONY WOODS RD STE 314 COLUMBIA MD 21044 RISK MANAGEMENT SERVICES 362128 36 559000 559000 MEMBER DUES 900099 16548982 16548982 CONFERENCES & MEETINGS 900099 12497236 12497236 ACCREDITATION AND EXAM FEES 900099 10615520 10615520 PERIODICALS 541800 2907207 2549439 357768 STAFF SERVICES 900004 1881771 1881771 44450716 1840745 1840745 3404544 3404544 10471447 9457873 1013574 1013574 1013574 122336 76565 45771 45771 51314350 44138719 357768 6258863 639750 8500 3223197 12590259 1129413 2854771 1169197 319959 128352 3427678 56250 965039 624363 2825704 27230 2762369 2151506 4784794 2165869 306446 130021 REPAIRS AND MAINTENANCE 2524377 DUES AND SUBSCRIPTIONS 900011 TEMPORARY HELP 707335 PUBLICATIONS 568355 1114649 48105394 41016 17301774 15276114 391863 296769 107320 107532 473863 756549 3565719 3036927 596787 528792 29068000 31203238 28107330 31029127 76087953 79198121 1866872 2043682 22374775 20931324 4609852 4906794 28851499 27881800 X 47236454 51316321 47236454 51316321 76087953 79198121 X 3208956 760916 109995 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 161217 441745 0 441745 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 526145303 109316 0 0 1 16548983 2899959 -5742794 -2842835 2978817 -5821652 PART I-A, LINE 1: INDIRECT ACTIVITIES INCLUDE ADVOCATING FOR ISSUES RELATED TO HEALTH CARE SPECIFICALLY PHYSICAL THERAPY AND GRASSROOTS EFFORTS. THERE ARE NO DIRECT ACTIVITIES. 21210 6540 14670 1042708 1177491 -134783 2501801 1852896 648905 528792 SECURITY DEPOSITS 769397 DUE FROM CENTENNIAL PROPERTIES, LLC 30259730 31029127 CHAPTER DUES PAYABLE 632758 SECTION DUES PAYABLE 243010 POST-RETIREMENT BENEFIT OBLIGATION 3989907 CAPITAL LEASE 41119 4906794 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, 2024 AND 2023. 1 KANSAS PHYSICAL THERAPY ASSOCIATION 121 W STATE GENEVA IL 60134 486117542 501(C)(6) 7250 0 N/A N/A GENERAL DONATION APTA OF MASSACHUSETTS PO BOX 459 BOSTON MA 02109 237086306 501(C)(6) 6000 0 N/A N/A GENERAL DONATION APTA PRIVATE PRACTICE SECTION 1421 PRINCE ST STE 300 ALEXANDRIA VA 22314 521214965 501(C)(6) 7250 0 N/A N/A GENERAL DONATION ARKANSAS PHYSICAL THERAPY ASSOCIATION PO BOX 202 CONWAY AR 720330202 710507819 501(C)(6) 7250 0 N/A N/A GENERAL DONATION CONNECTICUT PHYSICAL THERAPY ASSOCIATION 4 LIBERTY SQUARE 500 LIBERTY SQUARE GROUP TOLLAND CT 06084 223327237 501(C)(6) 6000 0 N/A N/A GENERAL DONATION MINNESOTA CHAPTER OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION 970 RAYMOND AVE STE 205 SAINT PAUL MN 551141154 411325187 501(C)(6) 6000 0 N/A N/A GENERAL DONATION MISSOURI PHYSICAL THERAPY ASSOCIATION 205 E CAPITOL AVE STE 100 JEFFERSON CITY MO 651013116 510156524 501(C)(6) 10000 0 N/A N/A COMPONENT SP GRANT PAYMENT 2024 UNIVERSITY OF PITTSBURG 100 TECHNOLOGY DRIVE SUITE 350 PITTSBURGH PA 15219 250965591 501(C)(3) 25000 0 N/A N/A TIDE PROGRAM FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 136161225 501(C)(3) 500000 0 N/A N/A ANNUAL DONATION PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 501(C)(3) 65000 0 N/A N/A GENERAL DONATION 3 7 CHATTANOOGA RESEARCH AWARD 2024 1 1000 N/A N/A EUGENE MICHELS NEW INVESTIGATOR AWARD 2 1500 N/A N/A F A DAVIS AWARD2024 1 1500 N/A N/A HENRY O AND FLORENCE KENDALL AWARD 2024 1 500 N/A N/A JACK WALKER AWARD 2024 1 1000 N/A N/A MARGARET L MOORE AWARD 2024 1 1500 N/A N/A STUDENT ASSEMBLY, SCHOLARSHIP AWARD 2024 2 1500 N/A N/A PART I, LINE 2: GRANTS MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. REGULAR REPORTING IS REQUIRED BY THE RECIPIENT WITH A YEAR-END STAFF REPORT TO THE BOARD. X X X 0 0 0 JUSTIN MOORE CEO 487784 0 2500 0 0 0 32048 0 48863 0 571195 0 0 0 DAVID KEEN CFO 286362 0 3000 0 0 0 30178 0 49663 0 369203 0 0 0 AARON BISHOP VICE PRESIDENT 230397 0 0 0 0 0 24081 0 41663 0 296141 0 0 0 LORI DICKER VICE PRESIDENT 241050 0 0 0 0 0 15385 0 35802 0 292237 0 0 0 TARA JO MANAL VICE PRESIDENT 258083 0 0 0 0 0 18611 0 13932 0 290626 0 0 0 DREW CONTRERAS VICE PRESIDENT 247135 0 0 0 0 0 24238 0 0 0 271373 0 0 0 STEVEN CHESBRO VICE PRESIDENT 210042 0 0 0 0 0 21985 0 39234 0 271261 0 0 0 YUMI BELANGA VICE PRESIDENT 206899 0 0 0 0 0 21429 0 29556 0 257884 0 0 0 ALICIA HOSMER SENIOR DIRECTOR 203221 0 0 0 0 0 20385 0 2498 0 226104 0 0 0 CARMEN ELIOTT VICE PRESIDENT 197971 0 0 0 0 0 19960 0 6498 0 224429 0 0 0 LISA GARGANO SENIOR DIRECTOR 171783 0 5000 0 0 0 18354 0 25834 0 220971 0 0 0 ANITA BEMIS-DOUGHERTY SENIOR ADVISOR 170752 0 0 0 0 0 16021 0 33728 0 220501 0 0 0 LOIS DOUTHITT SENIOR DIRECTOR 171360 0 0 0 0 0 16726 0 30815 0 218901 0 0 0 MARY EVERS VICE PRESIDENT 172221 0 0 0 0 0 17405 0 7341 0 196967 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 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 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 2023. KEY EMPLOYEE COMPENSATION IS DETERMINED BASED ON COMPERABLE SURVEY DATA AND AN INTERNAL GRADE SYSTEM. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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. THE ASSOCIATION DOES NOT MAKE ITS CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: EMPLOYEE BENEFITS RELATED CHANGES 109,995. APTA CENTENNIAL PROPERTIES LLC 3030 POTOMAC AVE ALEXANDRIA VA 22305 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 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 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PHYSICAL THERAPY FUND B 65000 CASH PHYSICAL THERAPY FUND O 46951 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH B 273862 CASH FOUNDATION FOR PHYSCIAL THERAPY RESEARCH O 963896 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH P 164755 FMV FOUNDATION FOR PHYSCIAL THERAPY RESEARCH N 61383 FMV APTA CENTENNIAL PROPERTIES LLC P 29189474 FMV