Civic Intelligence

Alabama Physical Therapy Association Chapter of the Apta

990 • Fiscal year 2017 • EIN 63-0814285

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

1111 N Fairfax StreetAlexandria, VA 22314

(703) 706-3284

Siviq Scores

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

Liabilities / Assets

97th percentile

1.21x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-6.8%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-23%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-3.6%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$39,722

Down $11,558 (-23%) from 2016

Net Assets

Down

-$8,373

Down $11,324 (-384%) from 2016

Liabilities

Down

$48,095

Down $234 (-0.5%) from 2016

Revenue

Down

$165,611

Down $6,146 (-3.6%) from 2016

Expenses

Down

$176,935

Down $583 (-0.3%) from 2016

Net Income

Down

-$11,324

Down $5,563 (-97%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $22,266Liabilities 2011: $02011Assets 2012: $77,882Liabilities 2012: $0Net Assets 2012: $77,8822012Assets 2013: $113,948Liabilities 2013: $31,421Net Assets 2013: $82,5272013Assets 2014: $73,687Liabilities 2014: $46,161Net Assets 2014: $27,5262014Assets 2015: $55,788Liabilities 2015: $47,076Net Assets 2015: $8,7122015Assets 2016: $51,280Liabilities 2016: $48,329Net Assets 2016: $2,9512016Assets 2017: $39,722Liabilities 2017: $48,095Net Assets 2017: -$8,3732017Assets 2018: $32,908Liabilities 2018: $67,394Net Assets 2018: -$34,4862018Assets 2019: $43,540Liabilities 2019: $52,097Net Assets 2019: -$8,5572019Assets 2020: $38,820Liabilities 2020: $40,386Net Assets 2020: -$1,5662020Assets 2021: $16,460Liabilities 2021: $29,758Net Assets 2021: -$13,2982021Assets 2022: $48,182Liabilities 2022: $30,348Net Assets 2022: $17,8342022Assets 2023: $87,770Liabilities 2023: $37,396Net Assets 2023: $50,3742023Assets 2024: $110,921Liabilities 2024: $32,350Net Assets 2024: $78,5712024

Highlighted filing

2017

Assets$39,722
Liabilities$48,095
Net Assets-$8,373

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $128,381Expenses 2011: $157,367Net Income 2011: -$28,9862011Revenue 2012: $205,904Expenses 2012: $150,288Net Income 2012: $55,6162012Revenue 2013: $222,128Expenses 2013: $217,483Net Income 2013: $4,6452013Revenue 2014: $166,467Expenses 2014: $228,018Net Income 2014: -$61,5512014Revenue 2015: $201,627Expenses 2015: $220,441Net Income 2015: -$18,8142015Revenue 2016: $171,757Expenses 2016: $177,518Net Income 2016: -$5,7612016Revenue 2017: $165,611Expenses 2017: $176,935Net Income 2017: -$11,3242017Revenue 2018: $166,746Expenses 2018: $192,859Net Income 2018: -$26,1132018Revenue 2019: $146,736Expenses 2019: $131,201Net Income 2019: $15,5352019Revenue 2020: $130,312Expenses 2020: $123,321Net Income 2020: $6,9912020Revenue 2021: $83,190Expenses 2021: $94,922Net Income 2021: -$11,7322021Revenue 2022: $86,423Expenses 2022: $55,291Net Income 2022: $31,1322022Revenue 2023: $104,634Expenses 2023: $72,094Net Income 2023: $32,5402023Revenue 2024: $121,644Expenses 2024: $93,447Net Income 2024: $28,1972024

Highlighted filing

2017

Revenue$165,611
Expenses$176,935
Net Income-$11,324
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$165,611
Mission and Program Overview

Mission

To foster advancements in physical therapy practice, research and education throughout alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,657$32,195▼ $13,462
Accounts Receivable$5,018$7,139▲ $2,121
Prepaid Expenses and Deferred Charges$605$388▼ $217
Total Assets$51,280$39,722▼ $11,558
Liabilities
Deferred Revenue$38,568$37,214▼ $1,354
Accounts Payable and Accrued Expenses$5,761$8,881▲ $3,120
Grants Payable$4,000$2,000▼ $2,000
Total Liabilities$48,329$48,095▼ $234
Net Assets / Fund Balance
Unrestricted Net Assets$2,951$-8,373▼ $11,324
Total Net Assets Fund Balance$2,951$-8,373▼ $11,324
Total Liabilities and Net Assets / Fund Balance$51,280$39,722▼ $11,558
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ellen StrunkPast President
Andrea JohnsonPresident
Dennis FellVice President
Suzie CallanExecutive Director
Don LeinChief Delegate (as of aug '16)
Fred GilbertPT Rep-at-Large (as of aug '16)
Paula DuffyPT REP-AT-LARGE (until aug '16)
Doree DanielsPTA REP-AT-LARGE (as of aug '16)
Mary OrrPTA REP-AT-LARGE (until aug '16)
Diane ClarkSecretary
Heather MountTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112
Program Service Revenue
$160,742
Investment Income
$5
Other Revenue
$4,752
All Other Contributions
$112
Change in Net Assets
$-11,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,935
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$68,555
Fees for Services Management---$56,400
Fees for Services Lobbying---$33,000
Travel---$14,045
Office Expenses---$2,736
Information Technology---$1,154
Fees for Services Other---$1,019
Other Expenses---$26
Total Functional Expenses$0$0$0$176,935
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
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$33,203
Total Nondeductible Lobbying and Political Cost$33,203
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

The american physical therapy association provides adminstrative support

Form 990, Part VI, Section A, line 6

The chapter has the following membership categories: Physical Therapist, Retired Physical Therapist, Life Physical Therapist, Student Physical Therapist, Physical Therapist Assistant, Retired Physical Therapist Assistant, Life Physical Therapist Assistant, and Student Physical Therapist Assistant.

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

THE VOTING MEMBERS ELECT THE GOVERNING BODY. MEMBERS OF THE FOLLOWING CATEGORIES EACH HAVE ONE VOTE: Physical Therapist, Retired Physical Therapist, Life Physical Therapist, Physical Therapist Assistant, Retired Physical Therapist Assistant, AND Life Physical Therapist Assistant.

Form 990, Part VI, Section A, line 7B

The Chapter may dissolve subject to a recommendation to dissolve by no less than two-thirds of the members of the Chapter's Board of Directors and adopted by two-thirds of the Chapter's membership. Amended bylaws may be adopted, in whole or in part, at any meeting of the Chapter by a two-thirds vote of the voting body. If the intent of an amendment is editorial or to bring the Chapter's bylaws into agreement with those of the Association, the amendment shall be made as required by the Chapter Bylaws Committee and shared with the Board of Directors. The Bylaws Committee Chairman shall notify the Chapter's membership that such amendments have been made.

Form 990, Part VI, Section A, line 8B

Not all subcommittees keep meeting notes.

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

Form 990 is reviewed by board members before signing and filing.

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

the interested person must disclose existence of financial interest with the governing board. Once disclosure is made, the interested person must leave the governing body/committee meeting while the remaining members discuss and vote upon whether there is a true conflict of interest

Form 990, Part VI, Section C, line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Alabama Physical Therapy Assn
EIN
63-0814285
Phone
7037063284
Address
1111 N Fairfax Street, Alexandria, VA 22314

Signing Officer

Name
Suzanne Callan
Title
Executive Director
Phone
7037063284
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Johnson
Formed
1949
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
Frederick Longwood
Phone
2022932200
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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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IRS990ScheduleC/DuesAssessmentsAmt059619
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt033203
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SUZANNE CALLAN, AN EMPLOYEE OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION (APTA), RECEIVED $23,171 OF REPORTABLE COMPENSATION AND $4,997 OF OTHER COMPENSATION FROM APTA, AN UNRELATED ORGANIZATION, FOR HER SERVICES RENDERED AS THE EXECUTIVE DIRECTOR OF THE CHAPTER. CALLAN'S SERVICES RENDERED TO THE CHAPTER WERE PROVIDED UNDER THE ADMINISTRATIVE SUPPORT AGREEMENT BETWEEN THE CHAPTER AND APTA.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR OF THE CHAPTER IS AN EMPLOYEE OF APTA, AN UNRELATED ORGANIZATION THAT PROVIDES ADMINISTRATIVE SUPPORT TO THE CHAPTER. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY APTA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, SECTION A, LINE 5:
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMERICAN PHYSICAL THERAPY ASSOCIATION PROVIDES ADMINSTRATIVE SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The chapter has the following membership categories: Physical Therapist, Retired Physical Therapist, Life Physical Therapist, Student Physical Therapist, Physical Therapist Assistant, Retired Physical Therapist Assistant, Life Physical Therapist Assistant, and Student Physical Therapist Assistant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VOTING MEMBERS ELECT THE GOVERNING BODY. MEMBERS OF THE FOLLOWING CATEGORIES EACH HAVE ONE VOTE: Physical Therapist, Retired Physical Therapist, Life Physical Therapist, Physical Therapist Assistant, Retired Physical Therapist Assistant, AND Life Physical Therapist Assistant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Chapter may dissolve subject to a recommendation to dissolve by no less than two-thirds of the members of the Chapter's Board of Directors and adopted by two-thirds of the Chapter's membership. Amended bylaws may be adopted, in whole or in part, at any meeting of the Chapter by a two-thirds vote of the voting body. If the intent of an amendment is editorial or to bring the Chapter's bylaws into agreement with those of the Association, the amendment shall be made as required by the Chapter Bylaws Committee and shared with the Board of Directors. The Bylaws Committee Chairman shall notify the Chapter's membership that such amendments have been made.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT ALL SUBCOMMITTEES KEEP MEETING NOTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS REVIEWED BY BOARD MEMBERS BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6the interested person must disclose existence of financial interest with the governing board. Once disclosure is made, the interested person must leave the governing body/committee meeting while the remaining members discuss and vote upon whether there is a true conflict of interest
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0POLITICAL ACTION COMMITTEE
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 N Fairfax Street
IRS990/USAddress/CityNm0Alexandria
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IRS990/WebsiteAddressTxt0www.ptalabama.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE CALLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037063284
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA PHYSICAL THERAPY ASSN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER OF THE AMER PHY THERAPY ASSN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.59.105.130

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.32$0.79$1.22$0.93$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.37$0.50$1.05$0.72$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.30$0.18$0.86$0.55$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.30$0.13$0.83$0.95$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.40$0.02$1.30$1.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.52$0.09$1.47$1.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.67$0.34$1.67$1.93$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.48$0.08$1.66$1.77$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.48$0.03$1.72$1.78$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.47$0.09$2.02$2.20$0.19
2014Summary only. Only limited summary data is available for this year.$0.74$0.46$0.28$1.66$2.28$0.62
2013Summary only. Only limited summary data is available for this year.$1.14$0.31$0.83$2.22$2.17$0.05
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$2.06$1.50$0.56
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$1.28$1.57$0.29