Civic Intelligence

Section on Health Policy and Admin of the American Physical Therapy Assoc

990 • Fiscal year 2019 • EIN 34-1179218

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 08, 2020

2400 Ardmore Boulevard No 302Pittsburgh, PA 15221

(412) 243-5181

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

14%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.8%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$783,786

Up $97,811 (+14%) from 2018

Net Assets

Up

$776,713

Up $161,299 (+26%) from 2018

Liabilities

Down

$7,073

Down $63,488 (-90%) from 2018

Revenue

Up

$398,771

Up $18,287 (+4.8%) from 2018

Expenses

Up

$341,420

Up $18,225 (+5.6%) from 2018

Net Income

Up

$57,351

Up $62 (+0.1%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $232,176Liabilities 2010: $0Net Assets 2010: $232,1762010Assets 2011: $273,366Liabilities 2011: $0Net Assets 2011: $273,3662011Assets 2012: $302,238Liabilities 2012: $0Net Assets 2012: $302,2382012Assets 2013: $340,057Liabilities 2013: $0Net Assets 2013: $340,0572013Assets 2014: $392,073Liabilities 2014: $0Net Assets 2014: $392,0732014Assets 2015: $423,841Liabilities 2015: $0Net Assets 2015: $423,8412015Assets 2017: $616,116Liabilities 2017: $7,250Net Assets 2017: $608,8662017Assets 2018: $685,975Liabilities 2018: $70,561Net Assets 2018: $615,4142018Assets 2019: $783,786Liabilities 2019: $7,073Net Assets 2019: $776,7132019Assets 2020: $939,910Liabilities 2020: $10,500Net Assets 2020: $929,4102020Assets 2021: $1,092,240Liabilities 2021: $7,250Net Assets 2021: $1,084,9902021Assets 2022: $838,227Liabilities 2022: $0Net Assets 2022: $838,2272022Assets 2024: $952,579Liabilities 2024: $20,514Net Assets 2024: $932,0652024

Highlighted filing

2019

Assets$783,786
Liabilities$7,073
Net Assets$776,713

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $199,639Expenses 2010: $209,216Net Income 2010: -$9,5772010Expenses 2011: $193,0662011Expenses 2012: $242,1892012Revenue 2013: $272,823Expenses 2013: $286,626Net Income 2013: -$13,8032013Revenue 2014: $310,887Expenses 2014: $256,611Net Income 2014: $54,2762014Revenue 2015: $292,109Expenses 2015: $251,975Net Income 2015: $40,1342015Revenue 2017: $371,411Expenses 2017: $319,347Net Income 2017: $52,0642017Revenue 2018: $380,484Expenses 2018: $323,195Net Income 2018: $57,2892018Revenue 2019: $398,771Expenses 2019: $341,420Net Income 2019: $57,3512019Revenue 2020: $344,508Expenses 2020: $274,590Net Income 2020: $69,9182020Revenue 2021: $242,769Expenses 2021: $204,864Net Income 2021: $37,9052021Revenue 2022: $228,504Expenses 2022: $288,268Net Income 2022: -$59,7642022Revenue 2024: $398,442Expenses 2024: $428,299Net Income 2024: -$29,8572024

Highlighted filing

2019

Revenue$398,771
Expenses$341,420
Net Income$57,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 8, 2020
Return Version
2019v5.1
Gross Receipts
$398,771
Mission and Program Overview

Mission

The objective of the section shall be to foster the development of leadership skills, empower members to influence health policy legislation and the regulation of physical therapy, and to serve as a resource to the apta and its components in these areas.

Transform the culture of physical therapy through initiatives that enhance professionalism, leadership, management, and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$615,414$776,713▲ $161,299
Investments in Publicly Traded Securities$486,180$610,440▲ $124,260
Cash and Non-Interest-Bearing Accounts$191,464$170,015▼ $21,449
Accounts Receivable$8,331$3,331▼ $5,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$685,975$783,786▲ $97,811
Liabilities
Deferred Revenue$68,435$5,000▼ $63,435
Accounts Payable and Accrued Expenses$2,126$2,073▼ $53
Total Liabilities$70,561$7,073▼ $63,488
Net Assets / Fund Balance
Total Net Assets Fund Balance$615,414$776,713▲ $161,299
Total Liabilities and Net Assets / Fund Balance$685,975$783,786▲ $97,811
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matthew Mesibov PtPresident (enter 02/2019)
Ira Gorman Pt PhdPresident (exit 02/2019)
Karen Hughes Pt Ms LssbbVice President
Amit Mehta Pt MbaDirector
Dawn Magnusson Pa PhdDirector
Emily Becker PtDirector
Jennifer Audette Pt PhdDirector
Robert Latz Pt Dpt Chcio CioDirector
James Eng Pt Dpt Ms GcsSecretary
Lori Pearlmutter PtTreasurer (enter 02/2019)
Tina Gunaldo Pt PhdTreasurer (exit 02/2019)
Revenue and Support

Revenue Composition

Contributions and Grants
$98,838
Program Service Revenue
$279,257
Investment Income
$20,312
Other Revenue
$364
Change in Net Assets
$57,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$327,206
Grants and Similar Amounts Paid$14,214
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$95,645
Fees for Services Management---$89,300
Fees for Services Other---$86,289
Office Expenses---$37,278
Grants to Domestic Orgs---$14,214
All Other Expenses---$6,254
Advertising---$4,375
Information Technology---$3,455
Fees for Services Accounting---$1,256
Conferences and Meetings---$930
Fees for Services Legal---$315
Other Expenses---$200
Total Functional Expenses$0$0$0$341,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Texas at El PasoEl Paso, TX501(c)(3)Research$14,214
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1

The four officers and at least one of the remaining members of the board of directors shall constitute the executive committee. The fifth member is elected to the executive committee annually by members of the board of directors who are not members of the executive committee. Duties and responsibilities: 1. Create, appoint, and determine purposes of such special committees or task forces as it deems necessary. 2. Establish and maintain a section office, contracting with staff or others as administrator of the section office. 3. Appoint liaisons and representatives to other groups. 4. Provide for method of receiving and responding to matters requiring immediate attention between meetings of the board of directors. 5. Make decisions that are in keeping with section philosophy, mission statement, policies and procedures, and previous board or membership action. 6. Revise the budget as needed between board of directors meetings. 7. Perform other duties as may be assigned by the board of directors.

Form 990, Part VI, Section A, Line 3

Hpa contracts with an association management company to manage the day-to-day business of the association. Hpa does not own/rent/lease office space or equipment. The office is provided through the association management agreement.

Form 990, Part VI, Section A, Line 6

Organization offers different categories of membership consistent with the structure of the american physical therapy association. Annual dues are paid through national apta. Membership categories are physical therapist (pt), pt assistant (pta), student of physical therapy, foreign-educated pt and pta mebership, international partners, retired or life mebership, and faculty partners membership. As a professional assoication, members must meet minimum education requirements.

Form 990, Part VI, Section A, Line 7A

Each member casts one vote to elcet the governing body with the exception of student members who are non-voting and pta members who receive 1/2 vote.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the treasurer. If they determine there are questions or concerns related to the 990, they will initiate a review by the organization's finance committee and/or executive committee (officers).

Form 990, Part VI, Section B, Line 12C

Directors are asked each year to review the conflict of interest policy and identify any potential conflicts of interest.

Form 990, Part VI, Section B, Line 15A

Executive committee performs annual review and negotiation for association management services contract.

Form 990, Part VI, Section C, Line 19

The form 1023 is available upon request from the national organization (apta). The 990 is available upon request. Some of the organization's governing documents are available upon request. Conflict of interest policy is available upon request. Some finanical statements are available to members via the website and through the annual publication; others are available upon request.

Filing and Contact Details

Filer

Filer Name
Section on Health Policy and Admin of
EIN
34-1179218
Phone
4122435181
Address
2400 ARDMORE BOULEVARD NO 302, PITTSBURGH, PA 15221

Signing Officer

Name
Lori Pearlmutter
Title
Treasurer
Phone
4122435181
Signed
2020-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Pearlmutter
Formed
1987
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Eugene J Logan
Phone
4122613644
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Precon 11,733. Csm 10,506. Credit card 2,038. Dues, subscriptions, permits 3,007. Honorarium 35,035. Catering 23,970.

Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS AT EL PASO
IRS990ScheduleI/RecipientTable/RecipientEIN0746000813
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 W UNIVERSITY AVE ROOM 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EL PASO
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION MAKES RESEARCH GRANTS AVAILABLE TO ELIGIBLE INDIVIDUALS OR UNIVERSITIES. THE AWARD PROCESS IS GOVERNED BY WRITTEN POLICY AND ADMINISTERED BY THE RESEARCH COMMITTEE USING A SPECIFIC SCORING SYSTEM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUR OFFICERS AND AT LEAST ONE OF THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS SHALL CONSTITUTE THE EXECUTIVE COMMITTEE. THE FIFTH MEMBER IS ELECTED TO THE EXECUTIVE COMMITTEE ANNUALLY BY MEMBERS OF THE BOARD OF DIRECTORS WHO ARE NOT MEMBERS OF THE EXECUTIVE COMMITTEE. DUTIES AND RESPONSIBILITIES: 1. CREATE, APPOINT, AND DETERMINE PURPOSES OF SUCH SPECIAL COMMITTEES OR TASK FORCES AS IT DEEMS NECESSARY. 2. ESTABLISH AND MAINTAIN A SECTION OFFICE, CONTRACTING WITH STAFF OR OTHERS AS ADMINISTRATOR OF THE SECTION OFFICE. 3. APPOINT LIAISONS AND REPRESENTATIVES TO OTHER GROUPS. 4. PROVIDE FOR METHOD OF RECEIVING AND RESPONDING TO MATTERS REQUIRING IMMEDIATE ATTENTION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. 5. MAKE DECISIONS THAT ARE IN KEEPING WITH SECTION PHILOSOPHY, MISSION STATEMENT, POLICIES AND PROCEDURES, AND PREVIOUS BOARD OR MEMBERSHIP ACTION. 6. REVISE THE BUDGET AS NEEDED BETWEEN BOARD OF DIRECTORS MEETINGS. 7. PERFORM OTHER DUTIES AS MAY BE ASSIGNED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HPA CONTRACTS WITH AN ASSOCIATION MANAGEMENT COMPANY TO MANAGE THE DAY-TO-DAY BUSINESS OF THE ASSOCIATION. HPA DOES NOT OWN/RENT/LEASE OFFICE SPACE OR EQUIPMENT. THE OFFICE IS PROVIDED THROUGH THE ASSOCIATION MANAGEMENT AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION OFFERS DIFFERENT CATEGORIES OF MEMBERSHIP CONSISTENT WITH THE STRUCTURE OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION. ANNUAL DUES ARE PAID THROUGH NATIONAL APTA. MEMBERSHIP CATEGORIES ARE PHYSICAL THERAPIST (PT), PT ASSISTANT (PTA), STUDENT OF PHYSICAL THERAPY, FOREIGN-EDUCATED PT AND PTA MEBERSHIP, INTERNATIONAL PARTNERS, RETIRED OR LIFE MEBERSHIP, AND FACULTY PARTNERS MEMBERSHIP. AS A PROFESSIONAL ASSOICATION, MEMBERS MUST MEET MINIMUM EDUCATION REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER CASTS ONE VOTE TO ELCET THE GOVERNING BODY WITH THE EXCEPTION OF STUDENT MEMBERS WHO ARE NON-VOTING AND PTA MEMBERS WHO RECEIVE 1/2 VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE TREASURER. IF THEY DETERMINE THERE ARE QUESTIONS OR CONCERNS RELATED TO THE 990, THEY WILL INITIATE A REVIEW BY THE ORGANIZATION'S FINANCE COMMITTEE AND/OR EXECUTIVE COMMITTEE (OFFICERS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DIRECTORS ARE ASKED EACH YEAR TO REVIEW THE CONFLICT OF INTEREST POLICY AND IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXECUTIVE COMMITTEE PERFORMS ANNUAL REVIEW AND NEGOTIATION FOR ASSOCIATION MANAGEMENT SERVICES CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FORM 1023 IS AVAILABLE UPON REQUEST FROM THE NATIONAL ORGANIZATION (APTA). THE 990 IS AVAILABLE UPON REQUEST. SOME OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. SOME FINANICAL STATEMENTS ARE AVAILABLE TO MEMBERS VIA THE WEBSITE AND THROUGH THE ANNUAL PUBLICATION; OTHERS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRECON 11,733. CSM 10,506. CREDIT CARD 2,038. DUES, SUBSCRIPTIONS, PERMITS 3,007. HONORARIUM 35,035. CATERING 23,970.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0398771
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ReturnHeader/BusinessOfficerGrp/PersonNm0LORI PEARLMUTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122435181
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECTION ON HEALTH POLICY AND ADMIN OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE AMERICAN PHYSICAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SECT
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.144.188.24
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:53:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE J LOGAN
ReturnHeader/ReturnTs02020-10-15T08:22:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.02$0.93$0.40$0.43$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.23$0.29$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.01$1.08$0.24$0.20$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.01$0.93$0.34$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.78$0.40$0.34$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.07$0.62$0.38$0.32$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.01$0.61$0.37$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.29$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.31$0.26$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.27$0.29$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.20$0.21$0.01