Civic Intelligence

American Physical Therapy Association Wisconsin Chapter

990 • Fiscal year 2015 • EIN 39-6062299

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

3510 East Washington AveMadison, WI 53713

(608) 221-9191

Siviq Scores

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

Liabilities / Assets

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

18th percentile

-6.3%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$77,645

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

18th percentile

-9.7%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-1.1%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$653,342

Down $70,180 (-9.7%) from 2014

Net Assets

Down

$620,282

Down $62,986 (-9.2%) from 2014

Liabilities

Down

$33,060

Down $7,194 (-18%) from 2014

Revenue

Down

$549,121

Down $6,382 (-1.1%) from 2014

Expenses

Up

$583,734

Up $9,966 (+1.7%) from 2014

Net Income

Down

-$34,613

Down $16,348 (-90%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $603,462Liabilities 2010: $111,179Net Assets 2010: $492,2832010Assets 2011: $692,999Liabilities 2011: $97,713Net Assets 2011: $595,2862011Assets 2012: $733,400Liabilities 2012: $92,060Net Assets 2012: $641,3402012Assets 2013: $782,082Liabilities 2013: $81,575Net Assets 2013: $700,5072013Assets 2014: $723,522Liabilities 2014: $40,254Net Assets 2014: $683,2682014Assets 2015: $653,342Liabilities 2015: $33,060Net Assets 2015: $620,2822015Assets 2016: $625,514Liabilities 2016: $25,553Net Assets 2016: $599,9612016Assets 2017: $641,071Liabilities 2017: $17,325Net Assets 2017: $623,7462017Assets 2018: $658,932Liabilities 2018: $10,121Net Assets 2018: $648,8112018Assets 2019: $728,308Liabilities 2019: $3,169Net Assets 2019: $725,1392019Assets 2020: $791,367Liabilities 2020: $13,635Net Assets 2020: $777,7322020Assets 2021: $818,647Liabilities 2021: $3,601Net Assets 2021: $815,0462021Assets 2022: $664,090Liabilities 2022: $2,264Net Assets 2022: $661,8262022Assets 2023: $751,708Liabilities 2023: $1,698Net Assets 2023: $750,0102023Assets 2024: $824,250Liabilities 2024: $138Net Assets 2024: $824,1122024

Highlighted filing

2015

Assets$653,342
Liabilities$33,060
Net Assets$620,282

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $469,4172010Revenue 2011: $520,785Expenses 2011: $462,016Net Income 2011: $58,7692011Expenses 2012: $483,8652012Revenue 2013: $521,012Expenses 2013: $489,650Net Income 2013: $31,3622013Revenue 2014: $555,503Expenses 2014: $573,768Net Income 2014: -$18,2652014Revenue 2015: $549,121Expenses 2015: $583,734Net Income 2015: -$34,6132015Revenue 2016: $557,507Expenses 2016: $592,351Net Income 2016: -$34,8442016Revenue 2017: $583,498Expenses 2017: $584,436Net Income 2017: -$9382017Revenue 2018: $608,359Expenses 2018: $562,627Net Income 2018: $45,7322018Revenue 2019: $623,796Expenses 2019: $579,606Net Income 2019: $44,1902019Revenue 2020: $329,199Expenses 2020: $311,344Net Income 2020: $17,8552020Revenue 2021: $368,303Expenses 2021: $372,589Net Income 2021: -$4,2862021Revenue 2022: $386,774Expenses 2022: $483,979Net Income 2022: -$97,2052022Revenue 2023: $521,114Expenses 2023: $484,134Net Income 2023: $36,9802023Revenue 2024: $452,950Expenses 2024: $449,899Net Income 2024: $3,0512024

Highlighted filing

2015

Revenue$549,121
Expenses$583,734
Net Income-$34,613
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$888,426
Mission and Program Overview

Mission

To promote interest in and an understanding of physical therapy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$295,171$288,381▼ $6,790
Investments in Publicly Traded Securities$256,270$240,928▼ $15,342
Cash and Non-Interest-Bearing Accounts$172,081$124,033▼ $48,048
Total Assets$723,522$653,342▼ $70,180
Liabilities
Mortgage Notes Payable Secured by Investment Property$35,284$28,700▼ $6,584
Other Liabilities$4,970$4,360▼ $610
Total Liabilities$40,254$33,060▼ $7,194
Net Assets / Fund Balance
Unrestricted Net Assets$683,268$620,282▼ $62,986
Total Net Assets Fund Balance$683,268$620,282▼ $62,986
Total Liabilities and Net Assets / Fund Balance$723,522$653,342▼ $70,180

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$213,354$38,268$251,622
Other Land Buildings$13,027$52,704$65,731
Land$62,000-$62,000
Equipment-$3,051$3,051
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen CurranExecutive DiPT$77,645$77,645
Kip SchickPresident-$2,000$2,000

Board Members and Trustees

NameTitle
Bob RungeDirector
Krissa ReevesDirector
Kristi HallisyDirector
Rob WorthDirector
Becky ThomasDistrict CHA
Jack Knudson-stuhrDistrict CHA
Jennifer JeschkeDistrict CHA
Jim CummingDistrict CHA
Jonathon WeissDistrict CHA
Nicole QuarneDistrict CHA
Shani JohnsonDistrict CHA
Jane BernatovichSecretary
Steve JohnsonTreasurer
Connie KittlesonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$240,008
Program Service Revenue
$88,652
Investment Income
$23,089
Other Revenue
$197,372
Change in Net Assets
$-34,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,357
Salaries, Compensation, and Employee Benefits$126,377
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$79,645
Fees for Services Lobbying---$72,000
All Other Expenses---$56,328
Other Salaries and Wages---$40,687
Other Expenses---$24,992
Grants to Domestic Orgs---$15,000
Occupancy---$11,632
Advertising---$7,644
Depreciation Depletion---$6,790
Office Expenses---$6,395
Payroll Taxes---$6,045
Fees for Service Investment Mgmnt Fees---$2,468
Fees for Services Accounting---$1,990
Insurance---$1,256
Total Functional Expenses$0$0$0$583,734
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Physical TherapyAlexandria, VA--$15,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$4,360
Flex Plan Liab-
Other-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

Voting priveledges granted for pta members.

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

BOARD IS ELECTED

Form 990, Page 6, Part VI, Line 11B

Board reviews return before filing

Form 990, Page 6, Part VI, Line 12C

Bylaws available on website

Form 990, Page 6, Part VI, Line 19

PROVIDED UPON REQUEST

Filing and Contact Details

Filer

Filer Name
American Physical Therapy
EIN
39-6062299
Phone
6082219191
Address
3510 EAST WASHINGTON AVE, MADISON, WI 53713

Signing Officer

Name
Karen Curran
Title
Executive Director
Phone
6082219191
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kip Schick
Formed
1968
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
4

Preparer

Firm
Kenneth B Klinzing CPA S C
Address
5936 SEMINOLE CENTRE COURT STE 105, MADISON, WI 53711
Preparer
Karla K Schindel
Phone
6082778780
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Legislative day conference

Form 990, Part XI, Line 9

Adj for transfer from schwab to johnson bank 0

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IRS990/OtherRevenueMiscGrp/BusinessCd1541900
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0SOG CONTRACT REVENUE
IRS990/OtherRevenueMiscGrp/Desc1COURSES
IRS990/OtherRevenueMiscGrp/Desc2CIRUCLATION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0114725
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168067
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0114725
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168067
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt211805
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt011805
IRS990/OtherRevenueTotalAmt0197372
IRS990/OtherSalariesAndWagesGrp/TotalAmt040687
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt06045
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIP SCHICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FALL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1SPRING CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE PROFITS
IRS990/ProgramServiceRevenueGrp/Desc3LEG DAY CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035596
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133207
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt218199
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31650
IRS990/ProgSrvcAccomActy2Grp/Desc0FALL CONFERENCE
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING BI-MONTHLY NEWSLETTERS, ANNUAL DIRECTORY, AND OTHER PUBLICATIONS TO MEMBERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEGISLATIVE DAY CONFERENCE
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0235424
IRS990/PYGrantsAndSimilarPaidAmt09450
IRS990/PYInvestmentIncomeAmt036589
IRS990/PYOtherExpensesAmt0433972
IRS990/PYOtherRevenueAmt0206562
IRS990/PYProgramServiceRevenueAmt097393
IRS990/PYRevenuesLessExpensesAmt02200
IRS990/PYSalariesCompEmpBnftPaidAmt0130346
IRS990/PYTotalExpensesAmt0573768
IRS990/PYTotalRevenueAmt0575968
IRS990/ReconcilationRevenueExpnssAmt0-34613
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0213354
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038268
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0251622
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03051
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03051
IRS990ScheduleD/LandGrp/BookValueAmt062000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt062000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013027
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052704
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt065731
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FLEX PLAN LIAB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0288381
IRS990ScheduleD/TotalLiabilityAmt04360
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR PHYSICAL THERAPY
IRS990ScheduleI/RecipientTable/RecipientEIN0136161225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 N FAIRFAX STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022314
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEGISLATIVE DAY CONFERENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOTING PRIVELEDGES GRANTED FOR PTA MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD IS ELECTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD REVIEWS RETURN BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BYLAWS AVAILABLE ON WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADJ FOR TRANSFER FROM SCHWAB TO JOHNSON BANK 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0723522
IRS990/TotalAssetsEOYAmt0653342
IRS990/TotalAssetsGrp/BOYAmt0723522
IRS990/TotalAssetsGrp/EOYAmt0653342
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0240008
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0583734
IRS990/TotalGrossUBIAmt014580
IRS990/TotalLiabilitiesBOYAmt040254
IRS990/TotalLiabilitiesEOYAmt033060
IRS990/TotalLiabilitiesGrp/BOYAmt040254
IRS990/TotalLiabilitiesGrp/EOYAmt033060
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0683268
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0620282
IRS990/TotalProgramServiceRevenueAmt088652
IRS990/TotalReportableCompFromOrgAmt079645
IRS990/TotalRevenueGrp/ExclusionAmt08195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286338
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0549121
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014580
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0723522
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0653342
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0683268
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0620282
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt042 S OWEN DRIVE
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053705
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.WPTA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-09-27 15:27:22Z

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.00$8.24$4.53$4.50$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.52$0.02$7.50$5.21$4.84$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.64$0.02$6.62$3.87$4.84$0.97
2021Detailed filing. Detailed filing data is available for this year.$8.19$0.04$8.15$3.68$3.73$0.04
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.14$7.78$3.29$3.11$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.03$7.25$6.24$5.80$0.44
2018Detailed filing. Detailed filing data is available for this year.$6.59$0.10$6.49$6.08$5.63$0.46
2017Detailed filing. Detailed filing data is available for this year.$6.41$0.17$6.24$5.83$5.84$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.26$0.26$6.00$5.58$5.92$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.53$0.33$6.20$5.49$5.84$0.35
2014Detailed filing. Detailed filing data is available for this year.$7.24$0.40$6.83$5.56$5.74$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.82$0.82$7.01$5.21$4.90$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.92$6.41$4.84
2011Summary only. Only limited summary data is available for this year.$6.93$0.98$5.95$5.21$4.62$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$1.11$4.92$4.69