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← APTA ACADEMY OF LEADERSHIP AND INNOVATION INC

Form 990 for tax year 2023

Filed by APTA ACADEMY OF LEADERSHIP AND INNOVATION INC.

Totals

Total revenue
$465,418
Total expenses
$491,654
Contributions and grants received
$71,750
Grants paid
$30,500
Program service revenue
$301,066
Investment income
$92,477
Other revenue
$125
Total assets, end of year
$883,616
Total liabilities, end of year
$15,642
Net assets or fund balances, end of year
$867,974
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $71,750

  • 2a · Program service revenue: REGISTRATIONS

    total $210,367 · related or exempt $210,367

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $90,699 · related or exempt $90,699

  • 3 · Investment income

    total $16,007 · excluded $16,007

  • 5 · Royalties

    total $125 · excluded $125

  • 7a · Gross sales of assets other than inventory

    securities $107,650

  • 7b · Less cost or other basis and sales expenses

    securities $31,180

  • 7c · Gain or loss

    securities $76,470

  • 7d · Net gain or loss

    total $76,470 · excluded $76,470

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,500

  • 11a · Fees: management

    total $142,000

  • 11b · Fees: legal

    total $2,584

  • 11c · Fees: accounting

    total $1,815

  • 13 · Office expenses

    total $14,270

  • 14 · Information technology

    total $23,711

  • 17 · Travel

    total $76,667

  • 19 · Conferences, conventions and meetings

    total $198,806

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,200

  • 24e · All other expenses

    total $101

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $54,768 · end of year $33,007

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $5,006

  • 4 · Accounts receivable

    beginning of year $10,581 · end of year $21,581

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $2,700

  • 11 · Investments: publicly traded securities

    beginning of year $772,878 · end of year $821,319

  • 12 · Investments: other securities

    beginning of year $0 · end of year $3

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $14,242

  • 19 · Deferred revenue

    beginning of year $0 · end of year $1,400

  • 27 · Net assets without donor restrictions

    beginning of year $838,227 · end of year $867,974

Mission and programs · 2023

Mission

PROMOTE HEALTH EQUITY AND VALUE IN HEALTHCARE THROUGH BEST PRACTICES IN ADVOCACY, LEADERSHIP, AND INNOVATION.

  • APTA ALI PARTICIPANTS IN THE ATPA COMBINED SECTIONS MEETING AND HAS OVER 100 SESSIONS RELATED TO TECHNOLOGY, GLOBAL HEALTH, AND DEI.

  • THE LAMP SCHOOL OF MANAGEMENT IS PART OF THE LEADERSHIP, ADVOCACY, MANAGEMENT AND PRACTICE (LAMP) PROGRAM, DEVELOPED TO ADDRESS APTA ALI MEMBER NEEDS IN LEADERSHIP, ADMINISTRATION, MANAGEMENT AND PRACTICE SKILLS. THIS COURSE IS HELD VIRTUALLY MULTIPLE TIMES A YEAR.

  • THE LAMP LEADERSHIP INSTITUTE IS FOR ANYONE INTERESTED IN BETTER SELF-UNDERSTANDING SO THEY CAN THEN DEVELOP SKILLS TO LEAD OTHERS. COURSES ARE OFFERED OVER A SPAN OF 2 DAYS AT MULTIPLE TIMES AND LOCATIONS THROUGHOUT THE COUNTRY.

As filed on the 2023 return.

Listed in Part VII

  • Matthew Mesibov

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Bittel

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dawn Magnusson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Lori Pearlmutter

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Susan Ropp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tyra Mitchell-Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amit Mehta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kai Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Bardach

    EXECUTIVE DIRECTOR (FROM APRIL 2023)

    Total calculated
    $0
    Hours/week
    16

  • Katie Maher

    EXECUTIVE DIRECTOR (THRU MARCH 2023)

    Total calculated
    $0
    Hours/week
    16

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
3 May 2024
IRS schema version
2023v5.0
Source object
202401279349301975

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