2024-08-22T19:47:17-05:00 2023-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-01-01 611848085 HEALTHCARE REGULATORY RESEARCH INSTITUTE HEAL 7032993100 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 LINDA MICHELSEN CFO 7032993100 2024-07-31 1 0 MONIQUE BOOKER P00644231 4105840060 2023 2024-08-08 14:25:15Z LINDA MICHELSEN 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 12909728 0 X WWW.HRRI.ORG X 2017 DE THE HEALTHCARE REGULATORY RESEARCH INSTITUTE'S MISSION IS TO PROTECT THE PUBLIC (SEE SCH O) THROUGH REGULATORY RESEARCH AND COLLABORATIVE EXCHANGE WITH STRATEGIC PARTNERS TO PROMOTE EVIDENCE-BASED HEALTHCARE REGULATION. HRRI'S VISION IS A WORLD IN WHICH REGULATION ENSURE PEOPLE CAN TRUST THE HEALTHCARE THAT IS PROVIDED. 8 8 0 0 0 0 0 0 0 0 184053 409728 0 12500000 184053 12909728 0 0 0 0 0 0 0 0 0 115330 249725 115330 249725 68723 12660003 12776608 27177202 21544 11769 12755064 27165433 X THE HEALTHCARE REGULATORY RESEARCH INSTITUTE'S MISSION IS TO PROTECT THE PUBLIC THROUGH REGULATORY RESEARCH AND COLLABORATIVE EXCHANGE WITH STRATEGIC PARTNERS TO PROMOTE EVIDENCE-BASED HEALTHCARE REGULATION. HRRI'S VISION IS A WORLD IN WHICH REGULATION ENSURE PEOPLE (SEE SCH O) CAN TRUST THE HEALTHCARE THAT IS PROVIDED. 0 0 HRRI CONTRACTED WITH A HEALTH POLICY CONSULTANT (CATHERINE DOWER) TO CONDUCT RESEARCH TO HELP IDENTIFY STRENGTHS AND OPPORTUNITIES AMONG THE PHYSICAL THERAPY BOARDS IN TERMS OF COMMUNICATING INFORMATION REGARDING SEXUAL MISCONDUCT BY PHYSICAL THERAPIST AND PHYSICAL THERAPIST ASSISTANTS. THE REPORT AND ACCOMPANYING MATERIALS AND RESOURCES BUILD ON EFFORTS OF THE FSBPT SEXUAL MISCONDUCT AND BOUNDARIES COMMITTEE AND ARE MODELED ON WORK PUBLISHED BY THE INFORMED PATIENT INSTITUTE AND PATIENT SAFETY ACTION NETWORK. THE FULL REPORT IS AVAILABLE ON HRRI.ORG.CATHERINE DOWER WAS ALSO USED TO DEVELOP A PAPER TO SUMMARIZE ISSUES SURROUNDING RE-ENTRY TO CLINICAL PRACTICE FOR PHYSICAL THERAPISTS AND PHYSICAL THERAPIST ASSISTANTS; TO OFFER A THEORETICAL MODEL FOR REGULATORY BOARDS TO UNDERSTAND THE ASSOCIATED CHALLENGES, OPPORTUNITIES AND DECISION OPTIONS THAT ARE FAIR TO LICENSEES WHILE PROTECTING THE PUBLIC; AND TO PROVIDE PRACTICAL AND USER-FRIENDLY GUIDANCE FOR BOARDS TO FACILITATE RE-ENTRY TO PRACTICE FOR PRACTITIONERS THROUGH SOUND POLICIES AND PROCEDURES. SHE WILL PARTNER WITH ZACH HAMBRICK FROM MICHIGAN STATE ON THIS RESEARCH. THE WORK OF THESE RESEARCHERS WILL CONTINUE INTO 2024. HRRI IDENTIFIED AND SECURED A HEALTH WORKFORCE POLICY RESEARCHER FROM INDIANA UNIVERSITY (HANNAH MAXEY, VERITAS HEALTH SOLUTIONS) TO LEAD THE MULTIDISCIPLINARY HEALTHCARE WORKFORCE TASK FORCE CREATED BY THE HEALTH CARE REGULATION CEO GROUP AND STAFFED BY THEIR DELEGATES. THE TASK FORCE DEVELOPED A CROSS-PROFESSION MINIMUM DATA SET TOOL (CPMDS) TO FACILITATE THE COLLECTION OF HEALTHCARE WORKFORCE INFORMATION. THE CPMDS IS A CRITICAL TOOL FOR COLLECTING AND SHARING DATA ON THE HEALTHCARE WORKFORCE IN A CONSISTENT AND COMPARABLE WAY. IT IS ESSENTIAL FOR INFORMING POLICY AND PROGRAMS TO ADDRESS WORKFORCE SHORTAGES. THE CPMDS WAS DEVELOPED IN CONJUNCTION WITH SEVEN NATIONAL HEALTHCARE REGULATORY ORGANIZATIONS TO REVIEW EXISTING SURVEY TOOLS AND PREPARE A RESOURCE FOR FEDERAL, STATE, AND LOCAL GOVERNMENTS, ORGANIZATIONS, AND RESEARCHERS. THE CPMDS AND THE ROADMAP FOR IMPLEMENTATION WERE COMPLETED IN 2023 AND PUBLISHED TO THE HRRI.ORG WEBSITE. HRRI CONTRACTED WITH HUMAN RESOURCES RESEARCH ORGANIZATION (HUMRRO) TO LEARN MORE ABOUT THE DEMOGRAPHICS OF CLINICIANS WHO STEP AWAY FROM PRACTICE AND THEN RE-ENTER THE PROFESSION. HUMRRO CONTINUED ITS WORK FROM 2022 BY ADDING ADDITIONAL QUESTIONS TO THE NPTE PRACTICE ANALYSIS SURVEYS TO IDENTIFY AND SEE WHAT QUANTITATIVE INFORMATION COULD BE LEARNED FROM THOSE INDIVIDUALS WHO REPORTED STEPPING AWAY FROM PRACTICE FOR A PERIOD OF TIME. THIS WORK WILL ALSO CARRY OVER INTO 2024. HUMRRO WAS ALSO COMMISSIONED TO CONDUCT QUALITATIVE INTERVIEWS TO LEARN MORE ABOUT THE INDIVIDUALS WHO LEAVE THE PROFESSION ONLY TO RETURN SOMETIME LATER. THIS RESEARCH WILL ALSO CONTINUE INTO 2024. FINALLY, HRRI PARTNERED WITH HUMRRO TO EVALUATE THE FEASIBILITY OF COMPUTER-AUTOMATED METHODS FOR DETECTING SIMILARITIES AND DIFFERENCES AMONG THE LAWS, RULES, AND REGULATIONS (LLRS) GOVERNING THE PRACTICE OF PHYSICAL THERAPY (PT) ACROSS THE FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY'S (FSBPT) MEMBER JURISDICTIONS. SPECIFICALLY, HRRI ASKED HUMRRO TO EXPLORE WHETHER NATURAL LANGUAGE PROCESSING (NLP) TECHNIQUES COULD HELP AUTOMATE COMPARISONS OF LRRS ACROSS JURISDICTIONS. BASED ON HUMRRO'S FEASIBILITY EVALUATION AND INSIGHTS DEVELOPED BY WORKING WITH THE JURISDICTIONS' LRRS, HUMRRO SUSPECTS THAT HRRI MIGHT BE BETTER SERVED BY DEVELOPING COMPARISONS BETWEEN JURISDICTIONS LRRS THROUGH MORE CONVENTIONAL MEANS. THE NLP ANALYSES HUMRRO INVESTIGATED IN THIS RESEARCH CAN IDENTIFY RELATED TEXT, BUT THEY REQUIRE MORE RESOURCES THAN THEIR RESULTS MIGHT BE ABLE TO JUSTIFY. HRRI WORKED WITH MARKETING RESEARCH FIRM (ELEMENT) TO UNDERSTAND THE EXTENT TO WHICH CONSUMERS ARE AWARE OF HEALTHCARE-AFFILIATED STATE REGULATORY BOARDS, WHAT SERVICES THEY PROVIDE, AND THE ROLE THEY PLAN. HRRI IS ALSO INTERESTED IN ASSESSING THE PERCEIVED NEED AMONG PATIENTS AND CAREGIVERS FOR A WEBSITE WHERE VARIOUS TYPES OF VIOLATION COULD BE REPORTED ACROSS HEALTHCARE PROFESSIONS. A SURVEY WAS LAUNCHED IN 2023 TO RESPONDENTS WHO HAVE SEEN ONE OR MORE OF 8 DIFFERENT HEALTHCARE PROVIDER TYPES AS EITHER A PATIENT OR AN INVOLVED CAREGIVER. THE SURVEY IDENTIFIED THOSE WHO EXPERIENCED AN ISSUE AND DETERMINED THE PROPORTION WHO REPORTED IT, TO WHOM, AND BY WHAT MEANS. AMONG THE GROUPS WHO REPORTED AN ISSUE, THE SURVEY ASKED WHO EASY OR DIFFICULT IT WAS TO REPORT, HOW SATISFIED THEY ARE THAT THE ISSUE WAS RECORDED AND ACTED ON PROPERLY, AND WHAT IF ANYTHING, WOULD HAVE MADE THE REPORTING PROCEDURES AND OUTCOMES BETTER.TO SUPPORT THE EFFORTS OF FSBPT CONTINUING COMPETENCE COMMITTEE, HRRI CONTRACTED WITH RESEARCHERS FROM COLORADO STATE UNIVERSITY (GWEN FISHER & ALYSSA GIBBONS, FISHER WORKLIFE SOLUTIONS) TO UNDERTAKE THE DEVELOPMENT OF A HEALTHY PRACTICE SELF-ASSESSMENT TOOL TO SUPPORT PROFESSIONAL COMPETENCY OF PHYSICAL THERAPISTS AND PHYSICAL THERAPIST ASSISTANTS. THE HEALTHY PRACTICE SELF-REFLECTION RESOURCE IS A TOOL DEVELOPED TO GUIDE HEALTHCARE PROVIDERS THROUGH REGULAR, PROACTIVE SELF-REFLECTION. THE SELF-ASSESSMENT TOOL WAS PILOT TESTED BY FISHER WORKLIFE SOLUTIONS IN 2022 AND 2023. THE FULL TECHNICAL REPORT OF THE PILOT TESTING IS POSTED AT HRRI.ORG 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA MICHELSON FSBPT CFO 7032993100 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 DAVID RELLING PRESIDENT 0.25 10.25 X X 0 16000 0 MICHELE THORMAN VICE PRESIDENT 0.25 5.25 X X 0 8000 0 RUGGIERO CANIZARES TREASURER 0.25 5.25 X X 0 8000 0 CINDY POTTER SECRETARY 0.25 5.25 X X 0 8000 0 ELLEN KROOG DONALD DIRECTOR 0.25 5.25 X 0 8000 0 JONI KALIS DIRECTOR 0.25 5.25 X 0 6667 0 ADRIENNE PRICE DIRECTOR 0.25 5.25 X 0 6667 0 CHARLES REITER PUBLIC MEMBER 0.25 5.25 X 0 8000 0 STEVEN SCHERGER DIRECTOR 0.25 5.25 X 0 1333 0 MICHELLE SIGMUND-GAINES DIRECTOR 0.25 5.25 X 0 1333 0 WILLIAM HATHERHILL CEO 1.00 45.25 X 0 1073626 249211 LINDA MICHELSEN CFO 1.00 45.25 X 0 316880 114648 0 1462506 363859 0 0 1 0 0 409728 409728 OTHER INCOME 900099 12500000 12500000 12500000 12909728 0 0 12909728 X 1425 1425 237434 237434 7850 7850 3016 3016 249725 0 249725 0 3388622 2658585 10000000 9387986 14518617 12776608 27177202 21544 11769 21544 11769 X 12755064 27165433 12755064 27165433 12776608 27177202 12660003 1750366 0 X 0 1 X 1 0 X X X 1 FEDERATION OF STATE BOARDS OF PHYSICAL 630946217 10 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE ORGANIZATION AND THE FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY HAVE A HISTORIC AND CONTINUING RELATIONSHIP AND A SHARED BOARD OF DIRECTORS PART IV, SECTION A, LINE 2: DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3B: DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3C: HEALTHCARE REGULATORY RESEARCH INSTITUTE DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. 0 X PART X, LINE 2: THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HRRI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2020 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. IT IS THE HRRI'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. 0 0 0 0 0 0 0 0 0 WILLIAM HATHERHILL CEO 0 938192 0 101809 0 33625 0 204562 0 44649 0 1322837 0 0 LINDA MICHELSEN CFO 0 270926 0 34829 0 11125 0 98876 0 15772 0 431528 0 0 PART I, LINE 3 A RELATED ENTITY, FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED 457(F) PLAN OFFERED BY A RELATED ENTITY: WILLIAM HATHERHILL - $31,072 ALL INDIVIDUALS ARE EMPLOYED BY THE RELATED ENTITY, FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE DIRECTORS CONSTITUTING ITS BOARD OF DIRECTORS. THESE ARE THE SAME MEMBERS OF THE BOARD OF DIRECTORS WHO ARE RESPONSIBLE FOR GOVERNANCE OF ITS PARENT ORGANIZATION, THE FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE FSBPT (PARENT ORGANIZATION) BOARD OF DIRECTORS ARE ELECTED FOR STAGGERED THREE YEAR TERMS BY MEMBERS OF THE 53 LICENSING JURISDICTIONS AT ANNUAL MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD PARTY WITH THE ASSISTANCE OF THE ORGANIZATION'S CFO. ONCE COMPLETE, IT IS THOROUGHLY REVIEWED BY THE CFO AND COPIES ARE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AND THE ORGANIZATION'S CFO IS RESPONSIBLE FOR TRACKING TRANSACTIONS DURING THE YEAR TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 FSBPT, A RELATED ORGANIZATION, UTILIZES THE SERVICES OF AN INDEPENDENT THIRD PARTY TO REVIEW AND ADVISE ON THE SALARY ADMINISTRATION PROGRAM. THIS INVOLVES GENERATING A DETAILED SURVEY OF POSITIONS THAT ARE COMPARABLE TO THE ORGANIZATION'S BASED ON JOB DESCRIPTION, SIZE AND GEOGRAPHIC LOCATION. THE INFORMATION FROM THE SURVEY IS USED TO ESTABLISH PAY RANGES BY POSITION. THE STUDY RESULTS ARE APPROVED BY THE BOARD OF DIRECTORS. BY POLICY, THE SALARY RANGES MUST BE FOLLOWED. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE ANNUAL SALARY OF THE CEO BASED ON THE GUIDELINES PREVIOUSLY DESCRIBED. ANY BONUSES FOR THE CEO OR OTHER SENIOR STAFF ARE APPROVED BY THE BOARD OF DIRECTORS. THE CEO IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND SENIOR STAFF, SUBJECT TO THE GUIDELINES PREVIOUSLY DESCRIBED. FORM FORM 990, PART VI, SECTION C, LINE 19 ONLY INFORMATION CONTAINED IN THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 237,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 237,434. 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