Civic Intelligence

American Physical Therapy Association Wisconsin Chapter

990 • Fiscal year 2016 • EIN 39-6062299

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

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

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.05x

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

18th percentile

-6.3%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$59,315

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.3%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

1.5%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$625,514

Down $27,828 (-4.3%) from 2015

Net Assets

Down

$599,961

Down $20,321 (-3.3%) from 2015

Liabilities

Down

$25,553

Down $7,507 (-23%) from 2015

Revenue

Up

$557,507

Up $8,386 (+1.5%) from 2015

Expenses

Up

$592,351

Up $8,617 (+1.5%) from 2015

Net Income

Down

-$34,844

Down $231 (-0.7%) from 2015

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

2016

Assets$625,514
Liabilities$25,553
Net Assets$599,961

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

2016

Revenue$557,507
Expenses$592,351
Net Income-$34,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$693,759
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$288,381$281,591▼ $6,790
Investments in Publicly Traded Securities$240,928$190,174▼ $50,754
Cash and Non-Interest-Bearing Accounts$124,033$153,749▲ $29,716
Total Assets$653,342$625,514▼ $27,828
Liabilities
Mortgage Notes Payable Secured by Investment Property$28,700$21,848▼ $6,852
Other Liabilities$4,360$3,705▼ $655
Total Liabilities$33,060$25,553▼ $7,507
Net Assets / Fund Balance
Unrestricted Net Assets$620,282$599,961▼ $20,321
Total Net Assets Fund Balance$620,282$599,961▼ $20,321
Total Liabilities and Net Assets / Fund Balance$653,342$625,514▼ $27,828

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$207,063$44,559$251,622
Other Land Buildings$12,528$53,203$65,731
Land$62,000-$62,000
Equipment-$3,051$3,051
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen CurranExecutive DiPT$59,315$59,315
Amy ReiterExecutive DiPT$21,923$21,923
Kip SchickPresident-$1,000$1,000
Connie KittlesonPresident-$1,000$1,000

Board Members and Trustees

NameTitle
Bob RungeDirector
Krissa ReevesDirector
Nicole MarquardtDirector
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
Dennis KasterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$242,360
Program Service Revenue
$101,218
Investment Income
$-6,358
Other Revenue
$220,287
Change in Net Assets
$-34,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$448,218
Salaries, Compensation, and Employee Benefits$129,133
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---$83,238
Fees for Services Lobbying---$72,194
Other Salaries and Wages---$36,621
All Other Expenses---$34,061
Other Expenses---$31,848
Grants to Domestic Orgs---$15,000
Occupancy---$10,106
Payroll Taxes---$9,274
Office Expenses---$8,201
Depreciation Depletion---$6,790
Advertising---$2,585
Fees for Service Investment Mgmnt Fees---$2,105
Fees for Services Accounting---$1,778
Insurance---$1,285
Total Functional Expenses$0$0$0$592,351
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$3,705
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
No
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 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
Connie Kittleson
Title
President
Phone
6082219191
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connie Kittleson
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/NetUnrelatedBusTxblIncmAmt0-18122
IRS990/NetUnrlzdGainsLossesInvstAmt014523
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt010106
IRS990/OfficeExpensesGrp/TotalAmt08201
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc1COMITTEE FEES
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3READERSHIP COSTS
IRS990/OtherExpensesGrp/TotalAmt0144899
IRS990/OtherExpensesGrp/TotalAmt185481
IRS990/OtherExpensesGrp/TotalAmt246885
IRS990/OtherExpensesGrp/TotalAmt331848
IRS990/OtherLiabilitiesGrp/BOYAmt04360
IRS990/OtherLiabilitiesGrp/EOYAmt03705
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/BusinessCd1541900
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0SOG CONTRACT REVENUE
IRS990/OtherRevenueMiscGrp/Desc1COURSES
IRS990/OtherRevenueMiscGrp/Desc2CIRUCLATION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0118167
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt185809
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0118167
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt185809
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt213391
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt013391
IRS990/OtherRevenueTotalAmt0220287
IRS990/OtherSalariesAndWagesGrp/TotalAmt036621
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt09274
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CONNIE KITTLESON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FALL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1SPRING CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE PROFITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230386
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/PYContributionsGrantsAmt0240008
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt023089
IRS990/PYOtherExpensesAmt0442357
IRS990/PYOtherRevenueAmt0197372
IRS990/PYProgramServiceRevenueAmt088652
IRS990/PYRevenuesLessExpensesAmt0-34613
IRS990/PYSalariesCompEmpBnftPaidAmt0126377
IRS990/PYTotalExpensesAmt0583734
IRS990/PYTotalRevenueAmt0549121
IRS990/ReconcilationRevenueExpnssAmt0-34844
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0207063
IRS990ScheduleD/BuildingsGrp/DepreciationAmt044559
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0251622
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03051
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03051
IRS990ScheduleD/LandGrp/BookValueAmt062000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt062000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012528
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt053203
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt065731
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0281591
IRS990ScheduleD/TotalLiabilityAmt03705
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/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD IS ELECTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD REVIEWS RETURN BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BYLAWS AVAILABLE ON WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADJ 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 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0653342
IRS990/TotalAssetsEOYAmt0625514
IRS990/TotalAssetsGrp/BOYAmt0653342
IRS990/TotalAssetsGrp/EOYAmt0625514
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0242360
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0592351
IRS990/TotalGrossUBIAmt016311
IRS990/TotalLiabilitiesBOYAmt033060
IRS990/TotalLiabilitiesEOYAmt025553
IRS990/TotalLiabilitiesGrp/BOYAmt033060
IRS990/TotalLiabilitiesGrp/EOYAmt025553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0620282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0599961
IRS990/TotalProgramServiceRevenueAmt0101218
IRS990/TotalReportableCompFromOrgAmt083238
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0298836
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0557507
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016311
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0653342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0625514
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0620282
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0599961
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010509 N FAIRWAY AVE
IRS990/USAddress/CityNm0MEQUON

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