2018-08-06T13:02:38-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 ROBERT BATARLA CHIEF FINANCIAL OFFICER 7036842782 2018-08-02 1 HEMALI PATEL P01337292 5712279500 2017 2022-09-23 18:48:47Z JUSTIN MOORE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 78907978 0 X WWW.APTA.ORG X 1930 IL TRANSFORMING SOCIETY BY OPTIMIZING MOVEMENT TO IMPROVE THE HUMAN EXPERIENCE. 15 14 208 1500 2684753 -428289 498850 550575 41009730 41827857 1375261 2682984 2691937 3264011 45575778 48325427 1318183 1372079 0 0 21093897 21584044 0 0 0 21322866 23069437 43734946 46025560 1840832 2299867 47683030 53904192 27097956 29899188 20585074 24005004 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 MEMBERSHIP:SUPPORTS THE MEMBERSHIP OF APPROXIMATELY 100,000 IN AREAS OF RETENTION, RECRUITMENT AND ENGAGEMENT. ALSO SERVES THE MEMBERSHIP THROUGH COMPONENT RELATIONS AND GOVERNANCE SUPPORT AS WELL AS MEMBER COMMUNICATIONS VIA SOCIAL MEDIA AND SUBSCRIPTIONS. EDUCATION, RESEARCH AND PROFESSIONAL DEVELOPMENT:PROMOTES AND ENFORCES PROFESSIONAL STANDARDS IN THE PHYSICAL THERAPY PROFESSION. GOVERNMENT RELATIONS:SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. CONFERENCES AND 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 PEOPLE WITH TOTAL APTA MEMBERSHIP OF APPROXIMATELY 100,000 IN 2017. 0 1 0 1 0 0 0 0 0 1 0 1 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 1 366 0 208 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 SHARON DUNN PRESIDENT 20.00 2.00 X X 25000 0 0 LISA SALADIN VICE PRESIDENT 20.00 2.00 X X 10000 0 0 ROGER HERR SECRETARY 20.00 2.00 X X 10000 0 0 ELMER PLATZ TREASURER: THRU JUNE 20.00 2.00 X X 5000 0 0 JEANINE GUNN DIR: JAN-JUN; TREASURER: JUL-DEC 20.00 2.00 X X 10000 0 0 SUSAN GRIFFIN SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 STUART PLATT VICE SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 SUSAN APPLING DIRECTOR 20.00 2.00 X 10000 0 0 CYNTHIA ARMSTRONG DIRECTOR: JUL-DEC 20.00 2.00 X 5000 0 0 ANTHONY DIFLIPPO DIRECTOR: JUL-DEC 20.00 2.00 X 5000 0 0 MATTHEW HYLAND DIRECTOR 20.00 2.00 X 10000 0 0 KATHLEEN MAIRELLA DIRECTOR: JAN-JUN 20.00 2.00 X 5000 0 0 SHEILA NICHOLSON DIRECTOR 20.00 2.00 X 10000 0 0 CAROLYN ODDO DIRECTOR 20.00 2.00 X 10000 0 0 ROBERT ROWE DIRECTOR 20.00 2.00 X 10000 0 0 MARCUS SCHICK DIRECTOR 20.00 2.00 X 10000 0 0 SUSAN WHITNEY DIRECTOR 20.00 2.00 X 10000 0 0 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 50.00 10.00 X 366389 0 80828 ROBERT BATARLA CHIEF FINANCIAL OFFICER 50.00 10.00 X 253358 0 56383 MANDY FROHLICH CHIEF OPERATIONAL OFFICER 50.00 X 213792 0 59747 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 50.00 X 221849 0 58367 JOHN KING EXECUTIVE VICE PRESIDENT 50.00 X 186054 0 32894 BONITA POLVINALE EXECUTIVE VICE PRESIDENT 50.00 X 244072 0 61528 JOHN BENNETT LEGAL COUNSEL 50.00 X 211928 0 56152 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 X 164985 0 58484 LISA RUANE VICE PRESIDENT 50.00 X 163244 0 43664 STEVEN CHESBRO VICE PRESIDENT 50.00 X 160373 0 43467 RICHARD ALTMANN VICE PRESIDENT 50.00 X 152358 0 41259 2503402 0 592773 47 0 1 0 VANGUARD 100 VANGUARD BOULEVARD VALLEY FORGE PA 19482 INVESTMENT SERVICES 3276778 OXFORD UNIVERSITY PRESS GREAT CLARENDON STREET OXFORD UK OX DP UK JOURNAL SERVICES 975328 NBME POBOX 48006 NEWARK NJ 07101 EXAM SERVICES 807767 CENVEO PUBLISHER PO BOX 822934 PHILADELPHIA PA 19182 PUBLISHING 754553 GRAND HYATT SAN ANTONIO PO BOX 2020360 DALLAS TX 75063 HOTEL 542198 45 550575 550575 MEMBER DUES 900099 15479829 15479829 CONFERENCES & MEETINGS 900099 11215888 11215888 ACCREDITATION AND EXAM FEES 900099 8484525 8484525 PERIODICALS 541800 3502513 2441394 1061119 STAFF SERVICES 900004 3145102 1521468 1623634 41827857 520649 520649 3211551 3211551 32562901 30400566 2162335 2162335 2162335 203951 181985 21966 21966 GRANT RECOVERY 900099 23958 23958 6536 6536 30494 48325427 39165070 2684753 5925029 1365929 6150 2000261 13338339 1959974 3198929 1086541 59346 90223 317199 4290305 196246 5206742 1513140 1636346 2405768 2068303 2349237 372862 188317 HONORARIA 638600 DUES AND SUBSCRIPTIONS 518211 COMMISSIONS 418919 BAD DEBT EXPENSE 127748 671925 46025560 226928 166296 3623697 2884514 1032839 859442 153226 105337 236602 272118 10263371 9360959 958287 902412 30854751 30281888 7981500 10596700 10450685 47683030 53904192 2189651 2448784 400000 200000 20023165 22194524 4485140 5055880 27097956 29899188 X 20585074 24005004 20585074 24005004 47683030 53904192 2299867 1120063 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338117 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 0 376149 0 0 1 15479829 2975154 -4045479 -1070325 2941168 -4011493 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 2412394 2087227 325167 7850977 7273732 577245 902412 INVESTMENT IN CENTENNIAL PROPERTIES, LLC 7981500 C 7981500 SECURITY DEPOSITS 256998 DUE FROM APT PROPERTIES 10193687 10450685 CHAPTER DUES PAYABLE 307501 SECTION DUES PAYABLE 127189 POST-RETIREMENT BENEFIT OBLIGATION 4621190 5055880 X PART X, LINE 2: APTA, A.P.T. PROPERTIES, PT FUND, AND THE PT PAC ARE EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON THEIR EXEMPT ACTIVITIES UNDER SECTION 501(C)(6), 501(C)(2), 501(C)(3), AND 527, 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. MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017 AND 2016. 1 MISSOURI CHAPTER - AMERICAN PHYSICAL THERAPY ASSOCIATION 205 E CAPITOL AVENUE SUITE 100 JEFFERSON CITY MO 65101 510156524 501(C)(6) 10000 STATE ADVOCACY GRANT SOUTH CAROLINA CHAPTER-AMERICAN PHYSICAL THERAPY ASSOCIATION 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 576030224 501(C)(6) 10000 STATE ADVOCACY GRANT ILLINOIS CHAPTER -AMERICAN PHYSICAL THERAPY ASSOCIATION 905 N MAIN STREET NAPERVILLE IL 60563 366112636 501(C)(6) 15000 STATE ADVOCACY GRANT TEXAS CHAPTER- AMERICAN PHYSICAL THERAPY ASSOCIATION 900 CONGRESS AVENUE SUITE 410 AUSTIN TX 78701 756034899 501(C)(6) 30000 STATE ADVOCACY GRANT FOUNDATION FOR PHYSICAL THERAPY 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 136161225 501(C)(3) 631250 CENTERS FOR EXCELLENCE, 2.5% OF DUES, AND DOCTORATE AWARDS 1 4 2017 EUGENE MICHELS NEW INVESTIGATOR AWARD 3 2250 2017 F.A. DAVIS AWARD 1 1500 2017 HENRY O. AND FLORENCE P. KENDALL PRACTICE AWARD 1 500 2017 MARGARET L. MOORE AWARD 1 1500 2017 OUTSTANDING STUDENT ASSEMBLY CORE AMBASSADOR 1 250 2017 TOP PRODUCING ITEM WRITER OF THE YEAR 1 150 PART I, LINE 2: GRANT MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. MOST GRANTS ARE AROUND $5,000. X X 0 0 0 JUSTIN MOORE CHIEF EXECUTIVE OFFICER 340139 0 26250 0 0 0 52500 0 28328 0 447217 0 0 0 ROBERT BATARLA CHIEF FINANCIAL OFFICER 253358 0 0 0 0 0 43535 0 12848 0 309741 0 0 0 MANDY FROHLICH CHIEF OPERATIONAL OFFICER 213792 0 0 0 0 0 36997 0 22750 0 273539 0 0 0 WILLIAM BOISSONNAULT EXECUTIVE VICE PRESIDENT 221849 0 0 0 0 0 38493 0 19874 0 280216 0 0 0 JOHN KING EXECUTIVE VICE PRESIDENT 186054 0 0 0 0 0 31455 0 1439 0 218948 0 0 0 BONITA POLVINALE EXECUTIVE VICE PRESIDENT 235167 0 0 0 8905 0 39682 0 21846 0 305600 0 0 0 JOHN BENNETT LEGAL COUNSEL 211928 0 0 0 0 0 36278 0 19874 0 268080 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 164985 0 0 0 0 0 28718 0 29766 0 223469 0 0 0 LISA RUANE VICE PRESIDENT 163244 0 0 0 0 0 28383 0 15281 0 206908 0 0 0 STEVEN CHESBRO VICE PRESIDENT 160373 0 0 0 0 0 27744 0 15723 0 203840 0 0 0 RICHARD ALTMANN VICE PRESIDENT 152358 0 0 0 0 0 25745 0 15514 0 193617 0 0 0 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 11B 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 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. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN JANUARY 2018. 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. CENTENNIAL PROPERTIES LLC 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 821434174 LAND PURCHASE & NEW BUILDING CONSTRUCTION VA 0 7981499 AMERICAN PHYSICAL THERAPY ASSOCIATION APTA AMERICAN PHYSICAL THERAPY PROPERTIES INC 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 1 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 546145303 POLITICAL ACTION COMMITTEE VA 527 APTA 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES INC K 1600742 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC O 340000 FMV AMERICAN PHYSICAL THERAPY PROPERTIES INC E 436000 FMV