2025-10-12T11:56:25-05:00 2024-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 611848085 HEALTHCARE REGULATORY RESEARCH INSTITUTE HEAL 7032993100 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 DAVID SIGMAN CFO 7032993100 2025-08-29 1 0 MONIQUE BOOKER P00644231 4105840060 2024 2025-03-06 01:10:19Z DAVID SIGMAN 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 6239526 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 409728 949042 12500000 5290484 12909728 6239526 0 0 0 0 0 0 0 0 0 249725 685202 249725 685202 12660003 5554324 27177202 34692495 11769 8400 27165433 34684095 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 PARTNERED WITH HUMAN RESOURCES RESEARCH ORGANIZATION (HUMRRO) TO UPDATE THE DRY NEEDLING COMPETENCY PAPER TO REFLECT CHANGES IN THE NATIONAL PHYSICAL THERAPY EXAMINATION PRACTICE ANALYSIS. THE GOALS OF THIS EFFORT WERE TO (A) REVIEW AND UPDATE HRRI'S DEFINITION OF DRY NEEDLING TO ENSURE IT REFLECTS CURRENT PRACTICE, (B) ASSESS THE CURRENT STATE OF THE COMPETENCIES NEEDED BY PHYSICAL THERAPISTS TO PERFORM DRY NEEDLING SAFELY AND EFFECTIVELY, AND (C) DETERMINE THE NEED FOR ADDITIONAL RESEARCH TO ENSURE THE COMPETENCIES ACCURATELY AND FAITHFULLY REPRESENT THE DRY NEEDLING DOMAIN OF PRACTICE. THIS REPORT REPRESENTS A CONTINUATION OF HRRI'S EFFORTS TO SUPPORT STATE BOARDS' DECISIONS REGARDING THE SCOPE OF PHYSICAL THERAPY PRACTICE RELATED TO DRY NEEDLING. THIS WORK BUILDS ON THE 2015 AND 2020 ANALYSES OF DRY NEEDLING COMPETENCIES CONDUCTED BY HRRI AND HUMRRO TO DEFINE THE MINIMUM COMPETENCY REQUIREMENTS FOR DRY NEEDLING. HRRI COLLABORATED WITH THE MARKETING RESEARCH FIRM ELEMENT TO UNDERSTAND THE EXTENT TO WHICH CONSUMERS FEEL RESPONSIBLE FOR REPORTING SUBSTANDARD CARE BY PRACTITIONERS. A PARALLEL STUDY WAS CONDUCTED TO UNDERSTAND PROFESSIONALS' DUTY TO REPORT AND POTENTIAL OBSTACLES THAT MAY HINDER THIS DUTY. BOTH STUDIES HAVE BEEN POSTED ON THE HRRI.ORG WEBSITE, AND PRESENTATIONS WERE GIVEN AT THE FSBPT ANNUAL EDUCATION MEETING IN NOVEMBER 2024. TO SUPPORT THE WORK OF THE FSBPT SEXUAL MISCONDUCT AND BOUNDARIES COMMITTEE, HRRI CONTRACTED WITH HEALTH POLICY CONSULTANT CATHERINE DOWER TO BUILD UPON HER 2023 WORK. THIS EFFORT AIMED TO IDENTIFY STRENGTHS AND OPPORTUNITIES AMONG PHYSICAL THERAPY BOARDS IN TERMS OF COMMUNICATING INFORMATION REGARDING SEXUAL MISCONDUCT BY PHYSICAL THERAPISTS AND PHYSICAL THERAPIST ASSISTANTS. CATHERINE DOWER DEVELOPED A WEBSITE AUDIT TOOL, WHICH HAS BEEN POSTED ON HRRI.ORG, AND PRESENTED ON THIS TOPIC AT THE 2024 CLEAR ANNUAL EDUCATION CONFERENCE. IN PREVIOUS YEARS, 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. IN 2024, HRRI AGAIN CONTRACTED WITH A HEALTH WORKFORCE POLICY RESEARCHER FROM INDIANA UNIVERSITY (HANNAH MAXEY, VERITAS HEALTH SOLUTIONS) TO DEVELOP PHYSICAL THERAPY-SPECIFIC RESPONSE OPTIONS FOR THE CPMDS (PT CPMDS) TO SUPPORT CONSISTENT WORKFORCE DATA COLLECTION EFFORTS BY JURISDICTIONAL PHYSICAL THERAPY BOARDS. THIS WAS COMPLETED AND IS POSTED TO THE HRRI.ORG WEBSITE AND A PRESENTATION WAS GIVEN AT THE FSBPT ANNUAL EDUCATION MEETING IN NOVEMBER 2024. 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 8 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 DAVID SIGMAN 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 CANIZARES RUGGIERO TREASURER (THRU 11/1/24) 0.25 5.25 X X 0 6667 0 CINDY POTTER SECRETARY (THRU 11/1/24) 0.25 5.25 X X 0 6667 0 ELLEN DONALD DIRECTOR (THRU 10/31/24) 0.25 5.25 X 0 6667 0 CRAIG MILLER DIRECTOR (EFF 11/1/24) 0.25 5.25 X 0 1333 0 KRISTA WOLFE DIRECTOR (EFF 11/1/24) 0.25 5.25 X 0 1333 0 CHARLES REITER PUBLIC MEMBER 0.25 5.25 X 0 8000 0 STEVEN SCHERGER DIR(THRU 10/31/24)/TREAS(EFF 11/1/24) 0.25 5.25 X 0 8000 0 MICHELLE SIGMUND-GAINES DIRECTOR 0.25 5.25 X 0 8000 0 CURLEY STEPHEN SECRETARY (EFF 11/1/24) 0.25 5.25 X X 0 1333 0 WILLIAM HATHERILL CEO 0.25 45.25 X 0 966651 292920 DAVID SIGMAN CFO (EFF 9/16/24) 0.25 45.25 X 0 89000 11423 LINDA MICHELSEN CFO (THRU 8/16/24) 0.25 45.25 X 0 255672 46997 0 1383323 351340 0 1 1 0 ELEMENT MARKET RESEARCH INC 535 WELLINGTON WAY SUITE 280 LEXINGTON KY 40503 MARKET RESEARCH 193130 ATMOSPHERE DIGITAL 1897 PRESTON WHITE DRIVE SUITE 31 RESTON VA 20191 IT SERVICES 155196 HUMRRO 66 CANAL CENTER PLAZA SUITE 700 ALEXANDRIA VA 22314 POLICY RESEARCH 123470 3 949042 949042 OTHER INCOME 900099 5290484 5290484 5290484 6239526 0 0 6239526 X 458 458 626729 626729 3949 3949 3253 3253 31340 31340 BOARD COSTS 19473 19473 685202 0 685202 0 2658585 5705189 10000000 5290484 14518617 23696822 27177202 34692495 11769 8400 11769 8400 X 27165433 34684095 27165433 34684095 27177202 34692495 5554324 1964338 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 8203864 1964338 1964338 6239526 0 6239526 685202 0 685202 0 685202 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, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 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 HATHERILL CEO 0 631572 0 300954 0 34125 0 245752 0 47168 0 1259571 0 75000 LINDA MICHELSEN CFO (THRU 8/16/24) 0 211757 0 36641 0 7274 0 35470 0 11527 0 302669 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 HATHERILL - $60,392 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 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 626,729. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 626,729. FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 630946217 ADMINISTERING STATE TESTS TO PHYSICAL THERAPY APPLICANTS DE 501(C)(6) N/A 0 KING-WEST PROPERTIES INC 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 205211100 OFFICE BLDG RENTAL VA 502(C)(2) FSBPT 0 FOREIGN CREDENTIAL COMMISSION ON PHYSICAL THERAPY INC 124 WEST STREET SOUTH 3RD FLOOR ALEXANDRIA VA 22314 541907410 REVIEWING FOREIGN CREDENTIALS FOR PT APPLICANTS DE 501(C)(6) FSBPT 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY C 5290484 FEDERATION OF STATE BOARDS OF PHYSICAL THERAPY P 48071