APTA ACADEMY OF EDUCATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

VICKI LAFAY

Phone

4707373651

Tax Period

2024-01-01 to 2024-12-31

APTA ACADEMY OF EDUCATION INC, founded in 1956, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $212K, a strong 17% operating margin.

Mission

THE PURPOSE OF THE ACADEMY SHALL BE TO PROVIDE A MEANS BY WHICH ASSOCIATION MEMBERS HAVING A COMMON INTEREST THAT IS TO MEET THE NEEDS OF ALL PERSONS CONCERNED WITH THE PROGRESS, GROWTH, AND DEVELOPMENT OF EDUCATION IN PHYSICAL THERAPY AND TO THIS END MAY MEET, CONFER, AND PROMOTE THESE INTERESTS.

Program Service Accomplishments

Program 1

Expenses: $577,976 Revenue: $796,361

SPONSOR SEMINARS, CONFERENCES, MEETINGS FOR EDUCATORS, ACADEMIC ADMINISTRATORS AND STUDENTS INVOLVED IN THE EDUCATION OF PHYSICAL THERAPISTS.

Program 2

Expenses: $69,013 Revenue: $9,690

PUBLICATION OF JOURNALS AND NEWSLETTERS FOR THE MEMBERSHIP

Program 3

Expenses: $186,300

THE FELLOWSHIP IN HIGHER EDUCATION LEADERSHIP IS A 52-WEEK PROGRAM THAT MENTORS CURRENT OR ASPIRING LEADERS IN PHYSICAL THERAPY EDICATION AS WELL AS PROVIDES THEORETICAL AND APPLIED LEARNING...

THE FELLOWSHIP IN HIGHER EDUCATION LEADERSHIP IS A 52-WEEK PROGRAM THAT MENTORS CURRENT OR ASPIRING LEADERS IN PHYSICAL THERAPY EDICATION AS WELL AS PROVIDES THEORETICAL AND APPLIED LEARNING OPPORTUNITIES AS WELL AS NETWORK.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $188,304

Program Service Revenue $806,051

Investment Income $234,314

Other Revenue $49,776

TOTAL REVENUE $1,278,445

Expense Breakdown

Grants Paid $43,522

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $833,289

Other Expenses $1,022,811

TOTAL EXPENSES $1,066,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,278,445	$1,174,177	+0.1%
Expenses	$1,066,333	$851,608	+0.3%
Net Income	$212,112	$322,569	-0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

125

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHALEE ENGELHARD PT EDD MBA	PRESIDENT	15.00	Officer Director	$0	$0	$0
CHRISTINE MCCALLUM PT PHD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CARRIE CLARK HAWKINS PT DPT PHD	SECRETARY	5.00	Officer Director	$0	$0	$0
ERIN FARACLAS PT DPT PHD	TREASURER	5.00	Officer Director	$0	$0	$0
STEVE LESH PT PHD	DIRECTOR OF PROF DEVELOPME	5.00	Director	$0	$0	$0
HOLLY CLYNCH PT DPT MA	DIRECTOR OF COMMUNICATIONS	5.00	Director	$0	$0	$0
WILL CONRAD PT DPT EDD MS	ANATOMY EDUCATORS SIG CHAI	5.00	Director	$0	$0	$0
DARREN CALLEY PT DSCPT	RESIDENCY/FELLOWSHIP EDUCA	5.00	Director	$0	$0	$0
SARAH GILLILAND PT DPT PHD	SCHOLARSHIP OF EDUCATION S	5.00	Director	$0	$0	$0
DEREK LIUZZO	ACADEMIC FACULTY SIG CHAIR	5.00	Director	$0	$0	$0
ANGELA HENNING	CLINICAL EDUCATOR SIG CO-C	5.00	Director	$0	$0	$0
ELSA DREVYN PT DPT	CLINICAL EDUCATOR SIG CO-C	5.00	Director	$0	$0	$0
JORDAN TUCKER	PTA EDUCATORS SIG CHAIR	5.00	Director	$0	$0	$0
VICKI LAFAY	PRESIDENT - ELECT	5.00	Officer Director	$0	$0	$0
MICHAEL EUGENE BUCK PT MSPT ATC P	DIRECTOR OF SCHOLARLY ENGAGEMENT	5.00	Director	$0	$0	$0
KIMBERLYANNE BERAN-SHEPLAR PT DPT	INTERPROFESSIONAL EDUCATION AND PRACTICE SIG CHAIR	5.00	Director	$0	$0	$0
TARA HAJ PT DPT EDD	NOMINATING COMMITTEE CHAIR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,278,445	$1,066,333	$2,965,904	$212,112
2023	$1,174,177	$851,608	$2,839,487	$322,569
2022	$853,461	$583,959	$2,305,465	$269,502
2021	$590,707	$512,534	$2,569,747	$78,173
2020	$753,436	$364,100	$2,246,575	$389,336
2020	$748,411	$359,076	$2,246,575	$389,335
2019	$788,889	$1,053,999	$1,777,910	$-265,110
2018	$741,507	$431,923	$1,922,849	$309,584