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The Science of Healing. The Art of Caring. The Science of Healing. The Art of Caring. Annual Report 2001 American Physical Therapy Association

The Science of Healing. The Art of Caring....gan, “The Science of Healing. The Art of Caring.” Unveiled in 2001 and continuing into the Association’s future, the slogan expresses

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The Science of Healing.The Art of Caring.

The Science of Healing.The Art of Caring.

Annual Repor t 2001

American Physical Therapy Association

IIn 2001, the world around us changed forever. As I’ve traveled around the country since that day, I’vehad the chance to reflect with many of my fellow members and friends. September 11 affected all of us. Iam so proud of our members who have played such an important role in caring for the survivors of theWorld Trade Center and Pentagon attacks, particularly patients with severe burns, and those members whohave volunteered with rescue efforts, often using your skills to prevent and treat potentially serious muscu-loskeletal strains. And I am equally proud of our many members in military service, who carry on a longprofessional history of serving our country so valiantly during times of war.

After September 11, we all had a role to play, and we did so with a renewed dedication to the value ofhuman life and strength of spirit. APTA also returned to business with a renewed fervor. Members and staffcontinued working hard and working together to help this profession grow and to increase access to ourservices for the many populations who need us.

Toward this effort, APTA has had significant victories on Capitol Hill, including the introduction of theMedicare Patient Access to Physical Therapists Act (PAPTA). APTA was a key player in crafting this pro-posed legislation that supports the ability of licensed physical therapists to evaluate and treat beneficiariesrequiring outpatient physical therapy services under Part B of the Medicare program—without a physicianreferral. Another legislative priority for APTA has been the permanent repeal of the $1,500 cap on therapy

services for Medicare beneficiaries.The number and nature of our victories on Capitol Hill and in state legislatures

during 2001 is astounding. From working to halt chiropractors’ attempts to limitphysical therapists’ ability to practice manual manipulation of the spine… to increas-ing the practice expense component in the Physician Fee Schedule… to fighting forpassage of the Patients’ Bill of Rights, APTA continued its impressive track record ofadvocacy efforts on behalf of our patients.

Throughout 2001, we worked hard—and successfully—to reverse many of theinjustices of the Balanced Budget Act, to increase access to our services to patients inneed, to expand our practice to new markets (often to populations that have longbeen overlooked when it comes to health, fitness, and prevention programs), toincrease the body of evidence that supports our practice, and to bring our entry-leveleducation degree to that which is warranted by today’s advanced level of practice.

It has been just a few years since federal budget cuts and managed care led to aslowdown in jobs for physical therapists and physical therapist assistants and, in turn,a decline in Association membership. In 2001, we saw clear evidence that things areturning around. Employment was up, practice opportunities were increasing, andmembers were coming back. That’s because we hung in there, fighting for a betterhealth care system for our patients and for ourselves.

Last year, we turned our public relations priorities to you, arming members withnecessary “tools” to enhance our public messages as we move toward autonomouspractice. I urge you to continue to spread the good word about physical therapy toconsumers, legislators, insurers, and, perhaps most importantly, to physical therapistswho are not members. Imagine the possibilities if our collective voice were evenstronger!

As you read through this Annual Report and reflect on the accomplishments of2001, I have no doubt that you will be proud of your Association and the role youhave played within it to advance your profession. At this important time in ournation’s and our profession’s history, I am so proud to be an American, to be a phys-ical therapist, and to be your President.

Ben F Massey, Jr, PT

APTA Vision Statement

Physical therapy, by 2020, will be providedby physical therapists who are doctors of

physical therapy and who may be board-certifiedspecialists. Consumers will have direct access tophysical therapists in all environments forpatient/client management, prevention, and well-ness services. Physical therapists will be practition-ers of choice in clients’ health networks and willhold all privileges of autonomous practice.Physical therapists may be assisted by physicaltherapist assistants who are educated andlicensed to provide physical therapist-directed and-supervised components of interventions.

Guided by integrity, life-long learning, and acommitment to comprehensive and accessiblehealth programs for all people, physical therapistsand physical therapist assistants will render evi-dence-based service throughout the continuum ofcare and improve quality of life for society. Theywill provide culturally sensitive care distinguishedby trust, respect, and an appreciation for individualdifferences.

While fully availing themselves of new tech-nologies, as well as basic and clinical research,physical therapists will continue to provide directpatient/client care. They will maintain activeresponsibility for the growth of the physical therapyprofession and the health of the people it serves.

President’s Report

AAPTA first took a formal position in favor of direct access in 1981—the year I joined the staff.I’ve been involved in this quest for professional autonomy throughout the years and have watchedthe number of states winning direct access legislation grow. But achieving true direct access is morethan establishing the legality of it through changes in state practice acts. We must also secure itsrecognition by insurers and other third-party payers.

In late November 2001, the Medicare Patient Access to Physical Therapists Act (PAPTA) wasintroduced, due in large part to incredible lobbying efforts by APTA and its members. This is a mon-umental first step in securing direct access to physical therapists for Medicare patients under Part B.Medicare is the largest (and in many ways the most influential) insurance program in the country.We have launched an aggressive grassroots effort in support of the Act’s passage.Imagine the possibilities once the Medicare program puts its stamp of approvalon direct access to physical therapists!

The news of PAPTA was an exciting way to end the year, and it came on theheels of many significant legislative and professional successes and victoriesthroughout 2001.

It is my pleasure to present APTA’s members with this 2001 Annual Report.Much more than an accounting of financial information and membership statis-tics, this report provides an overview of the many exciting ways in which yourprofession is advancing and of the value your Association provides you for yourdues dollars.

It was a banner year for APTA. Sadly, this was set against a backdrop of whatwould prove to be a very painful year for our nation. Yet we have all moved for-ward, and for your Association staff it has been a privilege to work for a profession that offers hopeand that so dramatically enhances the quality of life. In serving you, we have the opportunity ulti-mately to serve countless more Americans. For this we are truly appreciative.

Frank Mallon

APTA Mission Statement

The mission of the American Physical TherapyAssociation (APTA), the principal membership

organization representing and promoting theprofession of physical therapy, is to further theprofession's role in the prevention, diagnosis,and treatment of movement dysfunctions and theenhancement of the physical health and function-al abilities of members of the public.

Goal I: Participate actively in shaping the current andemerging health care environment to promote thedevelopment of high-quality, cost-effective healthcare services and to further the recognition of andsupport for the profession of physical therapy andthe role of physical therapists.

Goal II: Stimulate innovation in the practice of physicaltherapy that supports physical therapists and physi-cal therapist assistants.

Goal III: Quantify and interpret the demand for, the needfor, and the access to physical therapist services.

Goal IV: Stimulate innovation in physical therapy educationand professional development at all levels to ensurecurrency with the changing environments in healthcare and education and with student and profes-sional needs.

Goal V: Stimulate research to further the science of physicaltherapy, to influence current and emerging healthcare trends, and to advance the profession.

Goal VI: Increase APTA’s responsiveness to the needs of cur-rent and future members.

oals that Represent the 2001 Priorities of the Association

C EO ’s Report

G

SSix key concepts direct APTA’s efforts in fulfill-ing the Association’s Vision Statement: practitionerof choice, autonomous practice, direct access, thedoctor of physical therapy (DPT), evidence-basedpractice, and growth of the profession and APTA.Encompassing all six concepts is APTA’s new slo-gan, “The Science of Healing. The Art of Caring.”Unveiled in 2001 and continuing into theAssociation’s future, the slogan expresses the essenceof the profession and instills pride in being a mem-ber. Here are highlights of the many ways in whichAPTA moved these concepts forward in 2001.

Practitioner of Choice❖ Fourteen APTA chapters successfully lobbied

state legislatures to introduce bills updatingtheir states’ physical therapypractice acts to better reflect PTs’optimal scope of practice.

❖ To acquaint state policymak-ers with physical therapy, APTAchapters held fitness clinics onthe grounds of the state capitolsof Georgia, Idaho, Maryland,Mississippi, Oklahoma, and

Pennsylvania that generated extensive mediacoverage and legislator participation.

❖ The important role of physical therapists inwork-related musculoskeletal disorders wasemphasized when Ken Harwood, PT (NY), tes-tified on behalf of APTA before the US Senate’sHealth, Education, Labor, and PensionsCommittee’s Employment, Safety, and TrainingSubcommittee regarding ergonomics.

❖ To encourage members to examine new orexpanding areas for which they could be the prac-titioner of choice, APTA produced four newEmerging Physical Therapist Practice Updates:Emergency/Urgent Care, Collaboration withVeterinarians, Performance EnhancementPrograms for Golfers, and School Sports. All weremade available via the Web site.

❖ A new Fitness and Wellness ConsultationCourse was launched to provide members withboth the instructional content and hands-onexperience to sharpen their practice and consul-tation skills with patients/clients in this emerg-ing market.

❖ Providing members a newtool for public awareness ofphysical therapists’ rolein health, wellness,and fitness, APTAdeveloped FUNfitness,a fitness-screening kit thatpremiered at the MarchSpecial Olympics WinterWorld Games in Anchorage,Alaska. Not just for SpecialOlympics athletes, the kit is appropriatefor screening children and youths with andwithout special needs.

❖ The Association teamed withLands’ End for the company’sBack-to-School Campaign byproviding tips for wearingbackpacks safely. A joint pressrelease, “Is Your Child’sBackpack Making the Grade?”reached more than 28,000,000consumers.

❖ For Your Health, a consumersupplement to PT Magazinethat featured Olympic gym-nasts Bart Conner andNadia Comaneci as well asarticles covering the broadspectrum of physical ther-apist practice, was givenfree to members for distri-bution in waiting rooms,marketing materials, andcommunity events.Members requested—and APTA provided—more than 500,000 copies of this public aware-ness tool in 2001.

❖ To help members inform and educate theirpatients/clients and communities about thebenefits of physical therapy, APTA developednew members-only “Talking Points”—bulletedinformation from feature press releases for use incommunity presentations or media interviews.

❖ APTA sponsored nationwide telephone hotlineson osteoporosis and body aches and pains, link-ing consumer callers to member volunteers.

Toward Your Vision for Physical Therapy

Direct Access❖ At the Federal Level: The Medicare Patient Access

to Physical Therapists Act (PAPTA)—whichwould allow licensed physical therapists to eval-uate and treat beneficiaries requiring outpatientphysical therapy services under Medicare Part Bwithout a physician referral—was introduced inthe US Congress at APTA’s urging. This is a crit-ical first step in ultimately securing recognitionof direct access by other insurers and third-partypayers.

❖ At the State Level: Virginia became the 34th stateto achieve direct access, and a bill to permitdirect access in Pennsylvania was introduced.(The bill became law in early 2002.) Both victo-ries are proud accomplishments in theAssociation’s 20-year effort to allow full andcomplete patient/client access to physical thera-pists. And in 35 states that already have someform of direct access, APTA and its chaptersworked to improve patient access to physicaltherapists by removing any restrictive provisionsthat may exist in state statutes, including timeframe, years of experience, and select patientpopulations.

Autonomous PracticeTo Preserve and Protect Physical Therapist Practice❖ In conjunction with its state chapters, APTA

succeeded in maintaining physical therapists’right to perform manipulation in Indiana,Mississippi, Missouri, New Jersey, New York,Pennsylvania, and Texas.

❖ Physical therapists can continue to provideorthotics/prosthetics within the scope of PTpractice in Alabama, Georgia, Louisiana, NewJersey, and Oklahoma as a result of APTA’sefforts in 2001.

❖ With the Section on Clinical Electrophysiology,APTA worked to secure Medicare coverage ofboth the professional and technical componentsof certain EMG/NCV tests provided byABPTS-certified physical therapists, andpersuaded CMS to put in force grandfa-ther provisions for non-certifiedPTs who had been providing thesetests under Medicare prior toMay 1, 2001.

❖ APTA worked with CMS—relentlessly!—toattain an appropriate national coverage policy forthe use of electrical stimulation for chronic non-healing wounds. (CMS is under court order,from a legal action initiated by APTA, to revise apre-existing coverage policy on this topic.)

❖ Faced with the threat of a legal action that couldlimit Medicare recognition of physical therapistsproviding manipulation of the spine, APTApetitioned to intervene in a lawsuit brought bythe American Chiropractic Association againstthe Secretary of HHS. As of the end of 2001, thecourt had not responded to APTA’s petitions.

❖ And, as just one example of the impact ofAPTA’s constant and continuous communica-tion (and negotiation) with insurer groups andindividual companies, one company was per-suaded to correct a computer problem that hadcaused private practitioners in Alaska, Arizona,Hawaii, Nevada, Oregon, and Washington notto be reimbursed for services.

To Advance Physical Therapist Practice❖ To help ensure that patients receive adequate

physical therapy care when and for as long asthey need it, a bill that would permanentlyrepeal the $1,500 cap on therapy services forMedicare beneficiaries was introduced inCongress at the urging of APTA and otherorganizations.

❖ Payments increased by more than $115 millionas a result of the Association’s work with CMS toincrease the indirect practice expense componentin the Physician Fee Schedule. And APTA’s workwith the American Medical Association’sRelative Value Update Committee on the directpractice expense will result in approximately$23,000,000 in additional 2002 revenue forphysical therapist services described by the97000 series codes.

❖ APTA convinced CMS to issue a national cover-age policy recognizing the use of electrical stim-ulation and biofeedback for treatment of urinaryincontinence.

❖ Because of APTA’s intervention withCMS, PTs who own certified reha-bilitation agencies and comprehen-

sive outpatient rehabilitationfacilities no longer are requiredto complete certain burden-

some Medicare cost reports.

❖ More than 70 insurance company repre-sentatives were brought together at APTA’s2001 insurer summit for presentations anddiscussions on coding issues, physical thera-pist management of low back pain and lym-phedema, transition to DPT status, theGuide to Physical Therapist Practice, directaccess, and the appropriate use of certainclaims edit software programs. Through con-tacts established at these summits (whichhave been held annually since 1993), APTA

is able to present physical therapy’s views on crit-ical issues—often preventing or minimizingnegative payment decisions.

Doctor of Physical Therapy(DPT)❖ APTA provided consultation upon request to

education programs in various phases ofdegree conversion. As of December 31, therewere 42 accredited DPT programs. In addi-

tion, four programs were developing atthe doctoral level and more than 50 pro-grams were seeking approval for, or werein discussion about, conversion to theDPT.

❖ The Association’s Plan in Support ofthe Transition Clinical Doctorate (t-DPT)was developed to ensure that every US-licensed physical therapist could beincluded in the evolution of physical ther-apy to a doctoring profession. The first

two phases of the Plan were completed: ThePreferred Competencies and Tasks of the t-DPT Graduate and a Preferred t-DPTCurricular Guide were developed to facilitatethe design of high-quality t-DPT curriculathat take into full account the knowledge andexperience of the learner/applicant. Phase 3of the Plan, development of the PhysicalTherapist Evaluation Tool (PTET), was initi-ated in 2001. Available in May 2002, PTET

can be used by physical therapists todocument their knowledge and expe-rience when applying to a t-DPTprogram.

❖ “The DPT: What It Means forthe Profession” was published in theMay issue of PT Magazine to helpeducate members about the impli-cations of the DPT.

Evidence-Based Practice❖ APTA, with volunteers from the California

Chapter’s Research Special Interest Group,made significant progress in the development of“Hooked on Evidence,” an interactive onlineinitiative designed to assess the validity and clin-ical importance of the decades of evidence thatsupports physical therapist practice. After alaunch in spring of 2002, members will be ableto input data via APTA’s Web site.

❖ Development also began of an outcomes instru-ment that will be used for patients/clients receiv-ing services in outpatient facilities. This instru-ment will round out the Association’s “clinicaltool kit” of documentation templates, whichwill comprise initial examination forms and apatient satisfaction instrument (both now foundin the Guide to Physical Therapist Practice), aswell as an outcomes measurement tool. Togetherthese tools will help members demonstrate thevalue of their services to referral sources, insurers,and others.

❖ PT 2001, APTA’s Annual Conference andExposition, featured more than 20 hours of pro-gramming promoting research methods, results,and outcomes that members can use to imple-ment today’s evidence and develop the evidenceof tomorrow.

❖ The 742-page Guide toPhysical Therapist Practice,Second Edition, was pub-lished and provided free toall members as the January2001 issue of PhysicalTherapy. Work toward theInteractive Guide toPhysical TherapistPractice, With Tests andMeasures (the CD ver-sion)—which includesannotations on the reliabil-ity and validity of morethan 500 specific tests andmeasures and nearly 2,000references for articles onvalidity and reliability linkedto Medline abstracts—advanced in 2001 to ensure aspring 2002 release.

❖ In other activity related to Physical Therapy,the award-winning journal published 71 orig-inal manuscripts, including the groundbreak-ing Philadelphia Panel Evidence-BasedClinical Practice Guidelines on SelectedRehabilitation Interventions for Low BackPain, Knee Pain, Neck Pain, and ShoulderPain, and an article in the continuing serieson spinal cord injury.

Growth of the Profession and APTA❖ “We Live for Moments Like These,” an inspi-

rational 60-second videodepicting the “heartand soul” of physi-cal therapy, wasreleased to assistmembers in localpublic awarenessefforts, to give com-ponents a valuablemembership recruit-ment tool, and to informWeb site visitors about phys-ical therapy.

❖ In recognition that volun-teerism is an indicator ofphysical therapy’s maturityas a profession, APTA sponsored PhysicalTherapy Overseas (PTO), the fastest-growingdivision of Health Volunteers Overseas(HVO), allowing APTA members to take alead in providing volunteer physical therapyservices in developing countries.

❖ The Association’s Members MentoringMembers Directory became available online,encouraging overall growth in the professionby linking APTA members who seekguidance in a given practice area with experi-enced colleagues who are willing to sharetheir expertise.

❖ The 9th annual “Diversity 2000 and Beyond:Commitment for the 21st Century” fundrais-er to benefit the Minority Scholarship Funddrew 120 supporters and raised more than$30,000 to foster diversity in physical therapyby helping minority students complete theirphysical therapy education and assistingminority faculty members in pursuing doc-toral degrees.

❖ PT-PAC contributed more than $230,000 tocandidates for political office and raised morethan $450,000, helping ensure that physicaltherapy maintains a forceful voice in the hallsof Congress and enhancing the profession ofphysical therapy by supporting members ofCongress who are friends of the profession.

❖ By year-end, more than 7,600 clinicalinstructors had been credentialed byAPTA’s Clinical Instructor CredentialingProgram.

❖ APTA and the American Academy ofOrthopaedic Manual Physical Therapists(AAOMPT) agreed to merge their cre-dentialing processes for postprofessionalorthopedic manual physical therapyclinical residency programs, thus stream-lining the procedure for residency pro-grams, which now go through only onesystem rather than two.

❖ Five clinical residency programs and oneclinical fellowship program earned

APTA's clinical credentialing recog-nition in 2001. The credential indi-cates that a facility has met APTA'sstandards related to organization,resources, curriculum and performancemeasures.

❖ A Multidisciplinary Consensus Conference onClinical Education, funded through a con-tract from the Department of Health andHuman Services, was held to facilitate agree-ment on issues related to the delivery andfunding of high-quality clinical educationacross multiple health-related professions.

❖ APTA members took advantage of time-effi-cient, cost-effective distance learning oppor-tunities available through APTA’sContinuing Education series—pub-lished in PT Magazine and on APTA’sWeb site—and through a new series ofWebcasts, which are Web-based, interac-tive multimedia presentations. During2001, CEUs were awarded to 3,089respondents who successfully completedan examination based on a CE article andan accompanying research article relatedto the topic.

From left: Pauline Flesch, PT, MPS, Carmel, IN; Janet R Bezner, PT, PhD, Austin, TX; JamesM Dunleavy, PT, MS, Teaneck, NJ; Speaker of the House Pamela A Duffy, PT, MEd, RP, OCS,Adel, IA; R Scott Ward, PT, PhD, Salt Lake City, UT; Secretary Randy Roesch, PT, SteamboatSprings, CO; President Ben F Massey, Jr, PT, Durham, NC; Vice President Jayne L Snyder, PT,MA, Lincoln, NE; Treasurer Francis J Welk, PT, MEd, Bloomsburg, PA; Z Annette Iglarsh, PT,PhD, MBA, Philadelphia, PA; Vice Speaker of the House Barney Poole, PT, MEd, ATC,Peachtree City, GA; Babette S Sanders, PT, MS, Chicago, IL; Marcia B Smith, PT, PhD, Denver,CO; Carol Schunk, PT, PsyD, Portland, OR; Joan Bohmert, PT, MS, Anoka, MN.

Board of Directors

In 2001...More than 3 million consumers were reachedvia 107 APTA news releases, and an estimated52,871,276 consumerswere reached via 14 feature releases.

The osteoporosis hotline at CSM received 154 calls;the aches and pains hot-line at PT 2001 received110 calls.

More than 2,300 bills instate legislatures weremonitored by APTA.

413 clinical specialistswere certified in 2001.(7% of all certified special-ists identify themselves asminorities.)

The Committee onCultural Competencereviewed 43 applicationsfor the 2001 MinorityScholarship Awards.

APTA received 209,941 toll-free calls.

9,161 orders were placedfor National PhysicalTherapy Month products,representing $638,210 in revenue.

APTA sold 38,305 productsfrom its publications catalog, including 7,668copies of the Guide toPhysical Therapist Practice,Second Edition.

5,008,278 copies were reproduced in APTA’s copier facility.

❖ In recognition of the profession’s certified spe-cialists, the American Board of Physical TherapySpecialties added 413 newly certified clinicalspecialists to its roster of 3,618 physical ther-apists who have sought advanced clinicalknowledge, experience, and skills in a specialarea of practice.

❖ In the aftermath of the tragedies of September11, 2001, APTA helped begin the healingprocess by providing forums for members

and the international community to sharetheir thoughts and support with each otherand with those affected directly; by urgingmembers to spearhead community serviceprojects to help victims and their families;and by encouraging headquarters’ staff toorganize, participate in, and contribute tolocal community activities.

❖ With an eye toward both enhancing and streamlining member and consumer access to infor-mation, the Association took major strides forward with its technology infrastructure, includ-

ing: communicating “hot” news of the profession—as wellas continuing education and job opportunities—via theweekly PT Bulletin Online; linking members via a real-timeonline member directory; explaining legislative and regula-tory challenges and providing easy access to state and fed-eral elected officials via the Web site’s Legislative ActionCenters; providing an online “Medicare fee calculator” tohelp APTA members access estimates of amounts allowedby Medicare for a particular service or CPT code; improv-ing the breadth and depth of Web site content and making

the search process easier and more thorough; making both Physical Therapy and PT Magazineavailable online; and much more. Visit www.apta.org today!

From left: Vice President ChrisJunkins, PTA; Region III-NorthCentral Director Juli Robine, PTA;Secretary Dean McCall, PTA;President Karen Ryan, PTA; Region II-Southeastern Director MarciaSympson, PTA; Region IV-SouthCentral Director Russell Stowers, PTA,MS; Presiding Officer Randy Titony,PTA, BS; Pam Phillips, PTA, MBA;Region V-Western Director Teri Ryan,PTA; Vice Presiding Officer CherieMetz, PTA; Region I-NortheasternDirector Travis Carlton, PTA, MS.

The NominatingCommittee implementedthe online NC 1 form for

Recommendation toNational Office. It

appears from commentsreceived that the process

is working. TheCommittee continues to

work closely with theHouse Officers in an

effort to make the nomi-nation and election

process more efficientand “user-friendly.” To reach its goal of

100% participation of thecomponents in the nomi-

nation process, theNominating Committeecontinues to collaborate

with component nominat-ing committee chairs to

develop ideas to increasethe pool of candidates.

The NominatingCommittee expresses itssincere appreciation for

the support of our mem-bers and looks forward to

your future input andparticipation in the nomi-

nation process. We alsothank all of the candi-

dates who have consent-ed to serve the

Association and wishthem all the best in the

upcoming election.

National Assembly Board of Directors

2001-2002 APTANominating CommitteeCharlene Portee, PT, MS (Chair)William D Bandy, PT, PhD, SCS, ATCCarolyn L Bloom, PTPeter R Kovacek, PT, MSADave Powers, PT, MA, MBA

During 2001 the Ethics and Judicial Committee (EJC) completed the task of updating the Guidefor Professional Conduct (GPC) following the revision of the Code of Ethics that the House ofDelegates adopted in 2000. Because the House of Delegates also revised the Standards of EthicalConduct for the Physical Therapist Assistant, the EJC revised (and renamed) the former Guide forConduct of the Affiliate Member. The new document is titled the Guide for Conduct of the PhysicalTherapist Assistant.

The resulting ethics documents, like the new Code and Standards, are more patient/client-cen-tered than their predecessors. They articulate that the basic obligation a physical therapist or physi-cal therapist assistant owes to a patient/client is trustworthiness, a term introduced into the docu-ments. The two documents recognize the different roles played by physical therapists and physicaltherapist assistants, and their content and terminology reflect that recognition. Otherwise, the EJCattempted to make the two documents as consistent as possible in language and substance.

The EJC in 2001 issued an opinion in response to a member who inquired whether a physicaltherapist may engage in a sexual relationship with a person who was a patient if the therapist firsttransfers the care of the patient to another therapist in order to avoid violating the explicit prohibi-tion against having a sexual relationship with a patient “while a physical therapist/patient relation-ship exists” GPC, Section 2.1(C). The EJC did not announce any absolute prohibition against hav-ing a sexual relationship with a former patient, but instead identified various factors the physicaltherapist should consider before making his/her decision.

The member also asked about the propriety of a physical therapist having a sexual relationshipwith a person he/she never treated but who is receiving physical therapy from another therapist whoworks at the same facility. The EJC found no prohibition against such a relationship, but cautionedthe member about the complications that might arise concerning the treating therapist’s preserva-tion of the patient’s confidential information.

The EJC’s opinion is accessible on APTA’s Web site at www.apta.org/PT_Practice/ethics_pt/ejc_opinions/ejc_opinion_8_3_01.

NominatingCommittee

Report

E thics and Judicial Committee Report

It’s also important to

note that, despite all the

challenges that APTA

has taken on in the past

5 years, the Association

has seen a positive Net

Revenue during this

period—no small feat.

1999

2000

2001

Assets 31,002,783

Reserves 14,562,913

Assets 29,710,898

Reserves 13,703,514

Reserves 12,260,266

Assets 27,355,687

Reserves & Assets

1999

2000

2001

Revenues 25,419,385

Expenses 25,742,186

Revenues 23,114,830

Expenses 23,679,693

Expenses 24,025,765

Revenues 22,164,125

TThe events of September 11, 2001, reshaped our lives in a way that we probably will not understandfor decades to come. But we rallied as a nation and as a profession, and we moved into 2002 more deter-mined than ever to pursue our goals and to make a difference. The impact of those events on theAssociation’s financial performance was particularly significant because much of our budgeted revenue iscontingent on investment returns and on the overall performance of the economy, which tends to driveadvertising and exhibit revenue.

As in recent years, APTA’s leaders carefully evaluated all resources and activities and made every attemptto contain expenses without sacrificing core programs and member services. While the portfolio fell shortof budget targets by more than $2,000,000 and advertising revenues declined significantly, I am pleased toreport that the Association was successful in making substantial improvements in the practice landscape,gaining legislative and regulatory victories, and maintaining its solid financial status in order to meet mem-ber needs. The foresight of past leaders in establishing a reserve fund, a comprehensive investment plan, anda strong technology infrastructure positioned the Association to stay the course during these critical times.It’s also important to note that, despite all the challenges that APTA has taken on in the past 5 years, theAssociation has seen a positive Net Revenue during this period—no small feat.

Langan Associates, an independent auditing firm that practices exclusively in the not-for-profit arena,performed the Association’s audit and, in that process, validated the financial statements, tested internalcontrol procedures, and issued a “clean” audit report that contained no material recommendations. A part-ner in the firm provided a briefing to the Finance Committee at its May teleconference, and both theFinance Committee and the Board of Directors reviewed the management letter and the audit.

The financial charts included with this Treasurer’s Report summarize the many sources and uses offunds, in addition to assets, reserves, and revenue and expense information. Dues revenues accounted forjust 49 cents of every dollar of revenue, thanks to the Association’s non-dues revenue programs. Please takesome time to review these charts and, if you have questions regarding any aspect of the Association’s finan-cial performance, let me know. We will provide you with a copy of the audited financial statements uponwritten request.

I am privileged to have served you as APTA Treasurer during the past 3 years, and I commit to you myfull support in making our Association as cost-effective and efficient as possible. Best wishes as you pursueyour professional goals in the year ahead.

Fran Welk, PT, MEd, Treasurer

Treasurer ’s Report

Financial Performancefor 2001, 2000, and 1999

Revenues & Expenses

APTA’s 2001 consolidated financial statements have been audited by Langan Associates, PC, independent certified public accountants. Copies of the2001 financial statements and independent auditor’s report are available on request. To obtain a copy of the financial statements, contact Charles LMartin, Jr, CAE, Senior Vice President for Finance/Administration, at 800/999-2782, ext 3130.

PT ’01 PROFESSIONAL EDUCATION/COMBINED SERVICES AND RESEARCH AND

SUPPORTING SECTIONS GOVERNMENT PROFESSIONALADMINISTRATION SERVICES MEETING RELATIONS PERIODICALS DEVELOPMENT TOTAL

600 Salaries 1,533,277 1,704,602 417,186 2,092,562 975,729 1,144,323 7,867,679

602 Employee Benefits 331,175 368,179 90,108 451,975 210,749 247,164 1,699,350

603 Payroll Taxes 111,437 123,889 30,321 152,086 70,915 83,168 571,816

604 Recruit/Relocation 52,754 0 0 0 0 0 52,754

605 Temp Employment 40,948 90,533 32,138 38,300 26,512 21,899 250,330

606 Equipment Rental/Leasing 15,715 20,828 17,543 22,049 10,000 13,594 99,729

607 Publishing Contract Expense 0 0 0 0 6,353 0 6,353

610 Depreciation/Amortization 112,552 125,129 30,624 153,608 71,625 84,001 577,539

611 Xeroxing/Copying 6,597 53,792 46,135 80,412 23,407 48,500 258,843

612 Maintenance/Repair 93,385 34,096 5,384 19,219 8,239 10,363 170,686

613 Occupancy 228,519 254,054 62,177 311,875 145,423 170,550 1,172,598

614 Stationery/Supplies 44,684 44,293 12,328 53,763 21,360 29,217 205,645

615 Telephone/FAX 55,374 63,855 26,400 57,289 25,582 29,697 258,197

616 Postage & Shipping 105,241 306,235 51,984 137,773 550,858 63,900 1,215,991

617 Small Office Furniture/Equipment 46,138 0 0 0 0 0 46,138

620 Printing-General 780 279,618 154,619 63,886 191,444 11,738 702,085

621 Printing-Resale 0 0 0 0 1,036,920 0 1,036,920

622 Printing-Journal 0 0 0 0 591,099 0 591,099

623 Printing-PT Magazine 0 0 0 0 553,109 0 553,109

624 Advertising 0 41,304 89,304 14,237 102,825 3,705 251,375

625 Audiovisuals 0 77,653 152,226 289,979 202 10,864 269,924

626 Data Processing 0 42,365 0 1,072 896 4,871 49,204

627 Research and Development 0 0 0 0 0 10,166 10,166

629 Staff Training/Continuing Education 30,174 0 0 0 0 0 30,174

630 Travel Exp-Staff 18,280 35,914 116,425 115,391 7,130 53,598 346,738

631 Travel Exp-Member 3,141 227,136 61,258 354,616 44,726 254,571 945,448

632 Travel Exp-Non-member 171 11,396 16,740 29,331 3,090 57,501 118,229

635 Meeting Services 1,879 190,237 394,582 124,401 2,952 47,065 761,116

636 Honoraria 0 171,350 65,654 18,650 81,771 127,277 464,702

638 Exhibit Fees 0 6,550 0 11,018 0 0 17,568

639 Legal Fees 293 225 0 210,454 0 0 210,972

640 Professional Fees 34,773 543,760 3,043 477,925 127,431 111,976 1,298,908

641 Awards/Grants 0 408,878 0 6,073 0 1,116 416,067

642 Orientation/Training 0 17,557 0 0 955 22,944 41,456

643 Commissions 0 338 74,612 0 224,138 0 299,088

650 Dues 6,827 72 0 97,314 0 12,273 116,486 651 Subs/Resource Materials 0 28,503 0 40,478 0 0 68,981

652 Insurance 14,423 16,034 3,924 19,684 9,178 10,764 74,007

695 Doubtful Accounts Expense 8,169 14,521 2,223 11,148 5,198 6,096 47,355

696 Federal/State/Local Taxes 0 62,354 0 0 0 0 62,354

697 Distribution to Sections 0 0 425,507 0 0 0 425,507

698 Bank Processing Fees 0 343,244 0 0 0 0 343,244

699 Miscellaneous 4,176 7,602 638 3,759 1,909 1,751 19,835

Total 2,900,882 5,716,096 2,383,083 5,199,327 5,131,725 2,694,652 24,025,765

APTA Statement of Functional Expenses for the year Ended December 31, 2001

Supplement to PT Magazine

2001 Program Expenditures Schedule Administration & Supporting ServicesAdministration 2,900,882Marketing 789,363Membership Services 831,442Public Relations 675,002 Board of Directors/House of Delegates 826,293 Financial Affairs 2,128,747 Component Relations 465,249 Total 8,616,978 Conference/Combined Sections MeetingAnnual Conference Program & Exhibits 1,309,659Combined Sections Meeting Program & Exhibits 1,073,423 Total 2,383,082 PeriodicalsIncludes Physical Therapy,PT Magazine, PT Bulletin & Other Publications 5,131,725 Total 5,131,725 Professional Services and Government RelationsRisk Management & Member Benefit Services 165,075Minority Affairs 214,838 International Affairs 106,084 Government Relations & Judicial/Legal Affairs 1,978,566 Practice 598,129 Women’s Issues 69,125 Specialist Certification 676,707 Reimbursement 623,488 Contract Management Services 560,208 Student Assembly 110,870National Assembly 96,237Total 5,199,327 Education/Research and Awards Research Services 320,351Information Resources 103,709 Analytic Support 67,545 Education 645,011 Accreditation 1,205,421 Professional Development 352,616 Total 2,694,653 Total 2001 Program Expenditures 24,025,765

2001 Sources of IncomeNon Dues RevenueInvestment Income (381,076)General Sales & Staff Services 3,786,340Meeting Registrations 1,868,972 Meeting Exhibits 1,081,048 Special Events & Courses 78,956Subscriptions/Nonmembers 484,973Advertising 1,347,046 Royalties 1,335,909 Sale of Resources & Products 1,590,634 Subtotal (51% of Total Income) 11,192,802

Member Dues & Member SubscriptionsActive 8,606,211Affiliate 603,653 Student 381,889Total Member Dues 9,591,753Member Subscriptions 1,379,570 Subtotal (49% of Total Income) 10,971,323

Total (100%) 22,164,125

001 Schedule of Program Expenditures and Income

Category 2000 2001 Gain/(Loss)Active (PT) 44,522 44,220 (302)Active Transfer 829 938 109Affiliate (PTA) 5,525 5,094 (431)Affiliate Transfer 120 108 (12)Life 2,054 2,135 81Honorary 12 12 0Student PT 11,269 9,977 (1,292)Student PTA 1,769 1,240 (529)Master’s Student 153 128 (25)Doctoral Student 265 271 6Totals 66,518 64,123 (2,395)

Total APTA Membership Statistics 2000-2001

*Does not include portfolio loss of $381,076.

American Physical Therapy Association1111 North Fairfax Street • Alexandria, VA 22314800/999-2782 • 703/684-2782 • www.apta.org

22001 APTA Income Dollar *

Dues: 49¢

Conferences & Education: 14¢

Royalties: 6¢

Periodicals: 8¢

General Sales & Staff Services: 16¢

Sale of Resources & Products 7¢

49

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87

2001 APTA Expense Dollar

PT 2001 & Combined Sections Meeting: 10¢

Periodicals: 21¢

SupportingServices: 24¢

Professional Services &Government Affairs: 22¢

Education/Research & Professional Development: 11¢

Administration: 12¢ 1024

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