2021-09-01T11:23:24-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2020-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 3030 POTOMAC AVENUE NO 100 ALEXANDRIA VA 22305 DAVID KEEN CHIEF FINANCIAL OFFICER 7036842782 2021-09-01 1 DAVID KEEN XXX-XX-XXXX MICHAELA J CROMAR CPA P00895728 8178775000 2021-07-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JUSTIN MOORE 3030 POTOMAC AVENUE NO 100 ALEXANDRIA VA 22305 55483554 0 X WWW.APTA.ORG X 1930 IL ADVANCING THE PROFESSION OF PHYSICAL THERAPY TO IMPROVE THE HEALTH OF SOCIETY. 15 15 165 1500 593762 0 681500 680350 44831985 42404186 1179122 1998375 3543267 3295833 50235874 48378744 1311705 763459 0 0 22186957 21899792 0 0 0 24677027 22364020 48175689 45027271 2060185 3351473 63385973 61402503 32274829 25284855 31111144 36117648 X 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. CONFERENCES:PROMOTES INFORMATIONAL EXCHANGE IN AREAS SUCH AS PRACTICE, EDUCATION, RESEARCH, AND REGULATIONS. THE TWO MAJOR CONFERENCES WERE ATTENDED BY APPROXIMATELY 19,000 PEOPLE WITH TOTAL APTA MEMBERSHIP OF APPROXIMATELY 100,000. 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 1 263 0 165 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 1 0 X DAVID KEEN 7036842782 3030 POTOMAC AVE ALEXANDRIA VA 22305 JUSTIN MOORE CEO 45.00 10.00 X 425692 0 73956 MANDY FROHLICH COO 50.00 0.00 X 258814 0 55715 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 50.00 0.00 X 242285 0 64862 KATHERINE NEAS EXECUTIVE VICE PRESIDENT 50.00 0.00 X 231073 0 57882 JOHN KING EXECUTIVE VICE PRESIDENT 50.00 0.00 X 250175 0 19409 JASON BELLAMY EXECUTIVE VICE PRESIDENT 50.00 0.00 X 215693 0 26777 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 0.00 X 179631 0 59034 MATT SEILER LEGAL COUNSEL 50.00 0.00 X 215361 0 18361 STEVEN CHESBRO VICE PRESIDENT 50.00 0.00 X 181390 0 39720 LOIS DOUTHITT SENIOR DIRECTOR 50.00 0.00 X 154965 0 50179 DAVID KEEN CFO 45.00 10.00 X 167597 0 32166 ALICIA HOSMER SENIOR DIRECTOR 50.00 0.00 X 178596 0 20001 SHARON DUNN PRESIDENT 20.00 2.00 X X 25000 0 0 MATTHEW HYLAND VICE PRESIDENT 20.00 2.00 X X 20000 0 0 KIP SCHICK SECRETARY 20.00 2.00 X X 20000 0 0 JEANINE GUNN TREASURER 20.00 2.00 X X 20000 0 0 KYLE COVINGTON VICE SPEAKER 20.00 2.00 X X 20000 0 0 SUSAN APPLING DIRECTOR 20.00 2.00 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 2.00 X 16500 0 0 DAN MILLS DIRECTOR 20.00 2.00 X 16500 0 0 CARMEN COOPER-OGUZ DIRECTOR 20.00 2.00 X 16500 0 0 ROBERT ROWE DIRECTOR 20.00 2.00 X 16500 0 0 SUSAN GRIFFIN SPEAKER OF THE HOUSE (THRU JUNE) 20.00 2.00 X X 10000 0 0 WILLIAM MCGEHEE SPEAKER OF THE HOUSE (AS OF JULY) 20.00 2.00 X X 10000 0 0 ANTHONY DEFILIPPO DIRECTOR (THRU JUNE) 20.00 2.00 X 8250 0 0 GREGORY HICKS DIRECTOR (THRU JUNE) 20.00 2.00 X 8250 0 0 SKYE DONOVAN DIRECTOR (AS OF JULY) 20.00 2.00 X 8250 0 0 VICKI TILLEY DIRECTOR (AS OF JULY) 20.00 2.00 X 8250 0 0 2974772 0 518062 56 0 1 0 CAREFIRST PO BOX 79749 BALTIMORE MD 21279 HEALTHCARE 2716156 VANGAURD 100 VANGUARD BLVD VALLEY FORGE PA 19482 401K 2523692 FREEMAN PO BO 650036 DALLAS TX 75265 EVENT TECHNOLOGY SERVICES 1647216 NATIONAL BOARD OF MEDICAL EXAMINERS PO BOX 48006 NEWARK NJ 07101 MEDICAL LICENSING BOARD 1041311 AMERICAN TECHNOLOGY SERVICES 2751 PROSPERITY AVE SUITE 600 FAIRFAX VA 22031 TECHNOLOGY SERVICES 791178 40 680350 680350 MEMBER DUES 900099 16201175 16201175 CONFERENCES & MEETINGS 900099 12092716 12092716 ACCREDITATION AND EXAM FEES 900099 9303864 9303864 PERIODICALS 541800 2865693 2509467 356226 STAFF SERVICES 900004 1940738 1703202 237536 42404186 1605727 1605727 3224522 3224522 7494470 7101822 392648 392648 392648 74299 2988 71311 71311 48378744 41881735 593762 5222897 X 752459 11000 2395597 13215745 1178108 4047428 1062914 235593 76295 411101 27365 6288108 198590 3111742 1391238 3017302 619903 1306043 3086995 386357 164982 HONORARIA 600946 DUES AND SUBSCRIPTIONS 391699 COMMISSIONS 328287 BAD DEBT EXPENSE 5556 715918 45027271 167065 198286 5245960 3998536 1062232 1118460 120650 175136 303928 264387 4388334 2780594 742352 1607740 30229515 30555539 25514271 23484419 63385973 61402503 2582664 2020188 23649745 15994206 6042420 7270461 32274829 25284855 X 31111144 36117648 31111144 36117648 63385973 61402503 3351473 1655031 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305674 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 3030 POTOMAC AVENUE SUITE 100 ALEXANDRIA VA 22305 526145303 225954 0 0 1 16201175 2841096 -4608799 -1767703 3564259 -5331962 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 2444394 2224686 219708 1943940 555908 1388032 1607740 SECURITY DEPOSITS 107267 DUE FROM CENTENNIAL PROPERTIES, LLC 23377152 23484419 CHAPTER DUES PAYABLE 389818 SECTION DUES PAYABLE 152966 POST-RETIREMENT BENEFIT OBLIGATION 6727677 7270461 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, 2020 AND 2019. 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 $3,393,000 AND $2,962,000 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, 2020 AND 2019. 1 FOUNDATION FOR PHYSICAL THERAPY RESEARCH 3030 POTOMAC AVE ALEXANDRIA VA 22305 136161225 501(C)(3) 576250 N/A N/A 2.5% OF DUES AND DOCTORATE AWARDS PHYSICAL THERAPY FUND 3030 POTOMAC AVE ALEXANDRIA VA 22305 541732481 501(C)(3) 108473 N/A N/A GENERAL FUND DONATION 1 0 2020 CHATANOOGA RESEARCH AWARD 6 1000 N/A N/A 2020 EUGENE MICHELS NEW INVESTIGATOR AWARD 3 2250 N/A N/A 2020 F.A. DAVIS WARD FOR OUTSTANDING PHYSICAL THERAPIST 1 1500 N/A N/A 2020 HENRY O. AND FLORENCE P. KENDALL PRACTICE AWARD 1 500 N/A N/A 2020 MARGARET MOORE AWARD FOR OUTSTANDING NEW ACADEMIC FACULTY 1 1500 N/A N/A 2020 MINORITY INIATIVES AWARD 1 2500 N/A N/A 2020 OUTSTANDING CORE AMBASSADOR AWARD 1 250 N/A N/A 2020 OUTSTANDING SPT AWARD 1 1000 N/A N/A 2020 OUTSTANDING SPTA AWARD 1 500 N/A N/A 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 0 0 0 JUSTIN MOORE CEO 395275 0 30417 0 0 0 28389 0 45567 0 499648 0 0 0 MANDY FROHLICH COO 253814 0 5000 0 0 0 26051 0 29664 0 314529 0 0 0 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 242285 0 0 0 0 0 24294 0 40568 0 307147 0 0 0 KATHERINE NEAS EXECUTIVE VICE PRESIDENT 231073 0 0 0 0 0 23754 0 34128 0 288955 0 0 0 JOHN KING EXECUTIVE VICE PRESIDENT 250175 0 0 0 0 0 18271 0 1138 0 269584 0 0 0 JASON BELLAMY EXECUTIVE VICE PRESIDENT 215693 0 0 0 0 0 20429 0 6348 0 242470 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 179631 0 0 0 0 0 18370 0 40664 0 238665 0 0 0 MATT SEILER LEGAL COUNSEL 215361 0 0 0 0 0 16923 0 1438 0 233722 0 0 0 STEVEN CHESBRO VICE PRESIDENT 181390 0 0 0 0 0 18577 0 21143 0 221110 0 0 0 LOIS DOUTHITT SENIOR DIRECTOR 152965 0 2000 0 0 0 15485 0 34694 0 205144 0 0 0 DAVID KEEN CFO 167597 0 0 0 0 0 4077 0 28089 0 199763 0 0 0 ALICIA HOSMER SENIOR DIRECTOR 178596 0 0 0 0 0 17386 0 2615 0 198597 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 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 15 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 6,288,108. APTA CENTENNIAL PROPERTIES LLC 3030 POTOMAC AVE ALEXANDRIA VA 22305 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 0 64841971 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 1386000 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC O 226667 FMV AMERICAN PHYSICAL THERAPY PROPERTIES INC E 8228800 FMV APTA CENTENNIAL PROPERTIES LLC D 23377152 NET REALIZABLE VALUE PHYSICAL THERAPY FUND B 108473 CASH FOUNDATION FOR PHYSCIAL THERAPY RESEARCH B 606525 CASH AMOUNT FOUNDATION FOR PHYSCIAL THERAPY RESEARCH Q 760318 FMV