NATIONAL CONGRESS OF PARENTS AND TEACHERS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL CONGRESS OF PARENTS AND TEACHERS (EIN 36-2169155)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-18
- IRS object ID
- 202440789349300709
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-18T08:44:27-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362169155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Congress of Parents & Teachers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7035181200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 N Pitt Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223145604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nathan Monell | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7035181200 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nathan | PersonFirstNm |
| Person Last | Monell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yong Zhang CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2024-02-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National PTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Nathan Monell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 N Pitt Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223145604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,736,983 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pta.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | See Part III, Line 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 20000 | TotalVolunteersCnt |
| Total Gross UBI | -$42,793 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,545,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,649,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $600,141 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $244,339 | CYProgramServiceRevenueAmt |
| PY Investment Income | $193,755 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$109,831 | PYOtherRevenueAmt |
| CY Other Revenue | -$60,608 | CYOtherRevenueAmt |
| PY Total Revenue | $13,229,265 | PYTotalRevenueAmt |
| CY Total Revenue | $12,864,038 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $943,094 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,146,875 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,477,217 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,549,991 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $664,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,404,178 | PYOtherExpensesAmt |
| CY Other Expenses | $5,269,216 | CYOtherExpensesAmt |
| PY Total Expenses | $13,824,489 | PYTotalExpensesAmt |
| CY Total Expenses | $12,966,082 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$595,224 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$102,044 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,487,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,469,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,492,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,295,546 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,994,913 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,174,244 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. For more than 120 years, National Parent Teacher Association (National PTA) has worked toward bettering the lives of (Continued on Sch O)every child in education, health, and safety. Founded in 1897 as the National Congress of Mothers by Alice McLellan Birney and Phoebe Apperson Hearst, National PTA is a powerful voice for all children, a relevant resource for families and communities, and a strong advocate for public education. The PTA's nationwide network provides parents with the forum and tools to collectively influence the decisions that affect children not only at their schools, but also throughout their districts, within their states, and across the nation. This mission is unique to PTA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,379,758 | ExpenseAmt |
| Grant | $1,141,275 | GrantAmt |
| Revenue | $18,000 | RevenueAmt |
| Desc | Developed new programs, programmatic resources, and toolkits that are aligned with the strategic plan and advance the mission of National PTA. Provided state and local PTA leaders with technical assistance information, and support to implement the National PTA programs at a state and local level. Provided robust online resources to help leaders refine their skills and shed light on areas supporting local PTA units and running a state PTA. National PTA offered awards and grants to support PTAs as they: engage families, support student success, improve the health and safety of students and families, increase access to arts education, and celebrate advocacy and diversity. National PTA awarded 552 grants with a total of $965,500 in funding. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,841,731 | ExpenseAmt |
| Grant | $626 | GrantAmt |
| Desc | Member and Field Services: Developed and sustained programs, curriculum, and toolkits aligned with the National PTA 2021-2026 Strategic Plan to advance the important mission of the organization. Managed a year-long membership focus initiative for local PTA leaders across out network. Updated and maintained an online platform for people who visit the National PTA website to join PTAs across the country. Provided state and local PTA leaders with technical assistance, information, training, and support to implement programs and resources. Developed a suite of new membership related resources that tie PTA value to membership.Training: Provided training for our members from experts in nonprofit management, family engagement, and child advocacy, diversity and leadership. Developed and distributed a local leader PTA kit, a year-round resource to support the needs of all PTA leaders that included over 80 instructor-led trainings and webinars. Developed digital courses for more than 1600 registrants. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $820,437 | ExpenseAmt |
| Grant | $285 | GrantAmt |
| Desc | Communications: Conveyed the association's mission and values into a cohesive message to members, leadership, partners and sponsors. Share important resources with millions of members, families, advocates and educators through traditional and social media. National PTA programs, positions and thought leadership were featured in print, broadcast and online media outlets, resulting in 2 billion media impressions. In 2023, we received a Gold Excel Award from the Association of Media and Publishing for our Mental Health Conversations video series and a bronze Excel Award for our Notes from the Backpack A PTA Podcast series. We also received a Bronze 2023 TRENDY Award from Association Trends for the Reason YOU Belong membership campaign. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $787,298 | $1,100 | Advocacy: In partnership with key Administrative and Congressional offices, championed policy improvements via national advocacy efforts at the federal, state, and local level around community violence prevention, youth mental health, and child nutrition. Ongoing educational activities to support our policy recommendations and federal funding requests. Lobbied in support of legislation that bolsters public education funding, strengthens access to services and supports for all families, and enhances health and safety measures. Hosted an annual Legislative Conference in conjunction with an annual Convention for our association for state and local leaders to meet with their federal members of Congress. | |
| $693,220 | $3,589 | Meetings: National PTA facilitated the virtual gathering of the National PTA leadership, its membership, and strategic partners at National PTA's virtual Legislative Conference (March 2023) and virtual Annual Convention (June 2023). National PTA's 2023 virtual Legislative Conference provided training and support to PTA leaders to advocate on behalf of all children. National PTA's 2023 virtual Convention included informative general sessions and association business, as well as educational workshops and networking opportunities. National PTA also conducted a virtual National Governance Retreat (September 2022) for the association's governance volunteer leaders and members of committees. National PTA also held both in-person and virtual Board of Director meetings in support of the business, work, and mission of the association. | $191,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,480,518 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,689 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $191,022 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,522,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Thomasell CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035181247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 N Pitt Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223145604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Yvonne Johnson | |||||||||
| President (from 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William Potts-Datema | |||||||||
| President-Elect (from 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Shaton Berry | |||||||||
| Secretary-Treasurer (from 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Rose Acerra | |||||||||
| Vice President of Advocacy (from 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Charles Scott | |||||||||
| Vice President of Membership (from 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Anna King | |||||||||
| President (until 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Yvonne Johnson | |||||||||
| President-Elect (until 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Collin Robinson | |||||||||
| Vice President of Advocacy (until 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Alison Turner | |||||||||
| Vice President of Membership (until 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William Potts-Datema | |||||||||
| Secretary-Treasurer (until 6/24/2023) | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Rose Acerra | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shaton Berry | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew Brennen | |||||||||
| Board Member (until 8/4/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Zackary Brown | |||||||||
| Board Member (until 8/4/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ninah Jackson | |||||||||
| Board Member (until 8/4/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stacy Bateman | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Candy Jo Bracken | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Erik Champy | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lauryn Donovan | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Gerhardt | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Renee LaHuffman-Jackson | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Mack | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sylvia Reyna | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mikki Wilson | |||||||||
| Board Member (until 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rachel Burke | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alyssa Cutrona | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jenny Fuentes | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Motley | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dana Platin | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Angi Gonzales-Carver | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Teri Quinn Gray | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tabatha Rosporoy | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Fidelia Sturdivant | |||||||||
| Board Member (from 6/24/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Maricela Arias-Cantu | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sergio Chavez | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tiffany Foster | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alvin Gainey | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mindy Haas | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jennifer Martinez | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Price | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nathan Monell | |||||||||
| Executive Director | 34.50 | Yes (X) | $398,127 | $0 | $53,109 | 3.00 | |||
| James Thomasell | |||||||||
| CFO | 34.50 | Yes (X) | $222,667 | $0 | $46,072 | 3.00 | |||
| Elizabeth Rorick | |||||||||
| Deputy Executive Director | 37.50 | $218,967 | $0 | $45,696 | Yes (X) | ||||
| Amy Lorenz | |||||||||
| Deputy Executive Director | 37.50 | $238,462 | $0 | $19,111 | Yes (X) | ||||
| Paul Rensted | |||||||||
| Human Resources Officer | 29.30 | $172,034 | $0 | $22,493 | Yes (X) | ||||
| Amy Sheldon | |||||||||
| Director, Resource Development | 37.50 | $155,034 | $0 | $21,427 | Yes (X) | ||||
| Helen Westmoreland | |||||||||
| Director, Family Engagement | 37.50 | $143,648 | $0 | $30,097 | Yes (X) | ||||
| Laura Huff | |||||||||
| Director, Finance | 37.50 | $140,162 | $0 | $27,495 | Yes (X) | ||||
| Kristen Johnson | |||||||||
| Director, Training & Education | 37.50 | $135,426 | $0 | $26,828 | Yes (X) | ||||
| Katherine Clabaugh | |||||||||
| Director, Government Relations | 37.50 | $133,951 | $0 | $30,995 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,958,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $323,323 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Pels Law Firm LLC | |||||
| 4845 Rugby Avenue 3rd Floor | Bethesda | MD | 20814 | Legal | $959,302 |
| Edge Research | |||||
| 1560 Wilson Blvd Ste 475 | Arlington | VA | 22209 | Research & Analysis | $178,170 |
| Kelly Langston | |||||
| 3904 Katie Drive | Greensboro | NC | 27410 | Program Administration | $169,341 |
| Kate Mehr | |||||
| 31 N Cherry Grove Ave | Annapolis | MD | 21401 | Surveys, Interviews, Data Analysis | $145,200 |
| Protech Associates | |||||
| 5457 Twin Knolls Rd Ste 400 | Columbia | MD | 21045 | Database Development & Management | $141,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,794,938 | MembershipDuesAmt |
| Government Grants | $959,753 | GovernmentGrantsAmt |
| All Other Contributions | $5,895,074 | AllOtherContributionsAmt |
| Noncash Contributions | $125,155 | NoncashContributionsAmt |
| Total Contributions | $12,649,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Conferences | 900099 | $192,732 | $191,022 | $1,710 | |
| Advertising | 541800 | $33,607 | $33,607 | ||
| Subscriptions | 900099 | $18,000 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $244,339 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,192 | TotalRevenueColumnAmt |
| Exclusion | $126,192 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,509 | TotalRevenueColumnAmt |
| Exclusion | $49,509 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $326,510 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $459,239 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$132,729 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$132,729 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$76,400 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$56,329 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,318,056 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,413,706 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$95,650 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$95,650 | TotalRevenueColumnAmt |
| Exclusion | -$95,650 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,612 | TotalRevenueColumnAmt |
| Exclusion | $22,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,612 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,864,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,022 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$42,793 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,875 | TotalAmt |
| Program Services | $1,146,875 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,702 | TotalAmt |
| Program Services | $978,325 | ProgramServicesAmt |
| Management And General | $366,907 | ManagementAndGeneralAmt |
| Fundraising | $124,470 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,845,314 | TotalAmt |
| Program Services | $2,559,679 | ProgramServicesAmt |
| Management And General | $959,972 | ManagementAndGeneralAmt |
| Fundraising | $325,663 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,685 | TotalAmt |
| Program Services | $161,546 | ProgramServicesAmt |
| Management And General | $60,586 | ManagementAndGeneralAmt |
| Fundraising | $20,553 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,606 | TotalAmt |
| Program Services | $424,430 | ProgramServicesAmt |
| Management And General | $159,176 | ManagementAndGeneralAmt |
| Fundraising | $54,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,684 | TotalAmt |
| Program Services | $236,100 | ProgramServicesAmt |
| Management And General | $88,546 | ManagementAndGeneralAmt |
| Fundraising | $30,038 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,568 | TotalAmt |
| Program Services | $459,610 | ProgramServicesAmt |
| Management And General | $113,958 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,643 | TotalAmt |
| Management And General | $35,643 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,130 | TotalAmt |
| Management And General | $17,130 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,132,983 | TotalAmt |
| Program Services | $2,004,233 | ProgramServicesAmt |
| Management And General | $108,326 | ManagementAndGeneralAmt |
| Fundraising | $20,424 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,885 | TotalAmt |
| Program Services | $68,468 | ProgramServicesAmt |
| Management And General | $5,917 | ManagementAndGeneralAmt |
| Fundraising | $1,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,744 | TotalAmt |
| Program Services | $185,362 | ProgramServicesAmt |
| Management And General | $39,636 | ManagementAndGeneralAmt |
| Fundraising | $21,746 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,018 | TotalAmt |
| Program Services | $482,435 | ProgramServicesAmt |
| Management And General | $103,870 | ManagementAndGeneralAmt |
| Fundraising | $38,713 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,170 | TotalAmt |
| Management And General | $46,170 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,564 | TotalAmt |
| Program Services | $168,049 | ProgramServicesAmt |
| Management And General | $84,276 | ManagementAndGeneralAmt |
| Fundraising | $3,239 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,582 | TotalAmt |
| Program Services | $146,639 | ProgramServicesAmt |
| Management And General | $39,514 | ManagementAndGeneralAmt |
| Fundraising | $1,429 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,758 | TotalAmt |
| Management And General | $170,758 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,392 | TotalAmt |
| Program Services | $145,814 | ProgramServicesAmt |
| Management And General | $349,903 | ManagementAndGeneralAmt |
| Fundraising | $18,675 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,232 | TotalAmt |
| Program Services | $27,616 | ProgramServicesAmt |
| Management And General | $14,143 | ManagementAndGeneralAmt |
| Fundraising | $3,473 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Cancellation fees | $186,944 | $186,944 | ||
| Donated Lysol and Norto | $125,155 | $125,155 | ||
| Membership dues | $30,448 | $15,164 | $14,887 | $397 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,966,082 | TotalAmt |
| Program Services | $9,522,444 | ProgramServicesAmt |
| Management And General | $2,779,318 | ManagementAndGeneralAmt |
| Fundraising | $664,320 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,026,748 | BOYAmt |
| EOY | $1,447,785 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,753 | BOYAmt |
| EOY | $699,274 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,195 | BOYAmt |
| EOY | $1,756,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,607 | BOYAmt |
| EOY | $258,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,934,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,913,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,400,289 | BOYAmt |
| EOY | $9,020,757 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,790,871 | BOYAmt |
| EOY | $3,356,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,717 | BOYAmt |
| EOY | $1,931,136 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,487,180 | BOYAmt |
| EOY | $18,469,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,559 | BOYAmt |
| EOY | $956,596 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,504 | BOYAmt |
| EOY | $1,230,185 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,194,621 | BOYAmt |
| EOY | $3,789,554 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,583 | BOYAmt |
| EOY | $2,319,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,492,267 | BOYAmt |
| EOY | $8,295,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,384,462 | BOYAmt |
| EOY | $8,720,793 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,451 | BOYAmt |
| EOY | $1,453,451 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,994,913 | BOYAmt |
| EOY | $10,174,244 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,487,180 | BOYAmt |
| EOY | $18,469,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$102,044 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $281,375 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,680,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,407,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,467,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,545,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,649,765 | CurrentTaxYearAmt |
| Total | $55,750,843 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,680,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,407,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,467,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,545,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,649,765 | CurrentTaxYearAmt |
| Total | $55,750,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,434,898 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,315,945 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $476,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,220 | CurrentTaxYearAmt |
| Total | $1,443,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,612 | CurrentTaxYearAmt |
| Total | $88,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,282,824 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,840,161 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2018 Amount: $ 9,270. 2019 Amount: $ 20,720. 2020 Amount: $ 35,029. 2021 Amount: $ 531. 2022 Amount: $ 22,612. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,991 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $141,011 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,002 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,966,082 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,112,084 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $805,604 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $201,401 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $715,874 | CurrentYearMinus3Amt |
| Current Year Minus2 | $709,530 | CurrentYearMinus2Amt |
| Current Year Minus1 | $864,961 | CurrentYearMinus1Amt |
| Current Year | $805,604 | CurrentYearAmt |
| Total | $3,095,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,643,954 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $347,879 | CurrentYearMinus3Amt |
| Current Year Minus2 | $182,673 | CurrentYearMinus2Amt |
| Current Year Minus1 | $209,258 | CurrentYearMinus1Amt |
| Current Year | $146,002 | CurrentYearAmt |
| Total | $885,812 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $178,969 | CurrentYearMinus3Amt |
| Current Year Minus2 | $177,383 | CurrentYearMinus2Amt |
| Current Year Minus1 | $216,240 | CurrentYearMinus1Amt |
| Current Year | $201,401 | CurrentYearAmt |
| Total | $773,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,160,990 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $13,387 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,677 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,462 | CurrentYearMinus1Amt |
| Current Year | $4,991 | CurrentYearAmt |
| Total | $29,517 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $805,264 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,887 | OtherExpendituresAmt |
| End Year Balance | $833,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $889,061 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$63,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,685 | OtherExpendituresAmt |
| End Year Balance | $805,264 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $824,688 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $78,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,430 | OtherExpendituresAmt |
| End Year Balance | $889,061 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $823,521 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,714 | OtherExpendituresAmt |
| End Year Balance | $824,688 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $794,966 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,925 | OtherExpendituresAmt |
| End Year Balance | $823,521 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,822,366 | OtherCostOrOtherBasisAmt |
| Book Value | $1,822,366 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,913,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,248,573 | DepreciationAmt |
| Book Value | $6,665,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,414,007 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,099,870 | DepreciationAmt |
| Book Value | $314,137 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $784,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $565,422 | DepreciationAmt |
| Book Value | $219,194 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,020,757 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use asset - operating lease | Desc |
| Book Value | $1,931,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,931,136 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Security deposits | $23,237 |
| Lease liability - operating lease | $1,975,860 |
| Due to related entities | $320,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,319,211 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,109,523 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $281,375 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $18,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $459,239 | OtherRevenueAmt |
| Revenue Not Reported | $759,014 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,350,509 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,130 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$503,601 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$486,471 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,864,038 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,442,529 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $18,400 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $459,239 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $477,639 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,964,890 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,130 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$15,938 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,966,082 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The National PTA Endowments consist of individual funds established for a variety of purposes. Its endowment is composed of donor-restricted funds. |
| Part X, Line 2: | Management has evaluated the National PTA's tax positions and concluded that the National PTA's consolidated financial statements do not include any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Rental expenses reported on line 6b 459,239. |
| Part XI, Line 4b - Other Adjustments: | NPTA Endowment Fund revenue eliminations -503,601. |
| Part XII, Line 2d - Other Adjustments: | Rental expenses reported on line 6b 459,239. |
| Part XII, Line 4b - Other Adjustments: | NPTA Endowment Fund expense eliminations -15,938. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Adams Hill Elementary School PTA | ||||||||
| 9627 Adams Hill Drive | San Antonio | TX | 78245 | 237320587 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Vaccine Awareness |
| Alabama PTA | ||||||||
| 470 S Union Street | Montgomery | AL | 36104 | 630310783 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Vaccine Awareness |
| Berea Midpark High School PTA | ||||||||
| 165 East Bagley Road | Berea | OH | 44017 | 237391943 | 501(c)(3) | $6,000 | $0 | COVID Recovery & PTA Connected |
| BM Williams Primary School PTA | ||||||||
| 1100 Battlefield Blvd N | Chesapeake | VA | 23320 | 521289065 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Smart Talk |
| Campbell Middle PTSA | ||||||||
| 3295 Atlanta Rd SE | Smyrna | GA | 30080 | 911970920 | 501(c)(3) | $15,000 | $0 | COVID Recovery, Vaccine Awareness, Healthy Minds |
| Clara Love ES PTA | ||||||||
| 16301 Elementary Dr | Justin | TX | 76247 | 800411829 | 501(c)(3) | $15,000 | $0 | COVID Recovery, Vaccine Awareness, Smart Talk |
| Cumberland Council PTA | ||||||||
| 2465 Gillespie St | Fayetteville | NC | 28306 | 560332827 | 501(c)(3) | $12,500 | $0 | COVID Recovery & Vaccine Awareness |
| Durham Public Schools Council of PTAs | ||||||||
| PO Box 62194 | Durham | NC | 27715 | 581682516 | 501(c)(3) | $6,500 | $0 | COVID Recovery & Family Engagement |
| Farmingdale Council PTA | ||||||||
| 70 Van Cott Ave | Farmingdale | NY | 11735 | 112997891 | 501(c)(3) | $6,000 | $0 | COVID Testing in Schools |
| Florida PTA | ||||||||
| 1747 Orlando Central Pkwy | Orlando | FL | 32809 | 590637851 | 501(c)(3) | $8,750 | $0 | Healthy Minds & Family Engagement |
| Illinois PTA | ||||||||
| 1900 E Sangamon Ave | Springfield | IL | 62702 | 370705449 | 501(c)(3) | $7,500 | $0 | Nutrition Education & Family Engagement |
| La Habra City Council PTA | ||||||||
| 500 N Walnut Street | La Habra | CA | 90631 | 237077719 | 501(c)(3) | $6,000 | $0 | COVID Testing in Schools |
| Mary E Cunningham ES PTA | ||||||||
| 2200 Berekeley Avenue | Austin | TX | 78745 | 746085687 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Vaccine Awareness |
| Miami Dade County Council PTA | ||||||||
| 1450 NE 2nd Avenue Ste 103 | Miami | FL | 33132 | 237101302 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Vaccine Awareness |
| Minnesota PTA | ||||||||
| 7800 Metro Pkwy Ste 300 | Bloomington | MN | 55425 | 410706117 | 501(c)(3) | $7,500 | $0 | Healthy Minds |
| Montgomery County Council of PTAs (MARYLAND) | ||||||||
| PO BOX 10754 | Rockville | MD | 20849 | 526070569 | 501(c)(3) | $15,000 | $0 | COVID Recovery, Vaccine Awareness, Family Engagement |
| New Mexico PTA | ||||||||
| PO BOX 14706 | Albuquerque | NM | 87191 | 262663428 | 501(c)(3) | $17,500 | $0 | COVID Recovery, Nutrition Education, Family Engagement |
| North Carolina PTA | ||||||||
| 3501 Gelenwood Ave | Raleigh | NC | 27612 | 560340503 | 501(c)(3) | $20,000 | $0 | COVID Recovery, Vaccine Awareness, Healthy Minds |
| Northside ISD Council of PTAs | ||||||||
| 9627 Adams Hill | San Antonio | TX | 78245 | 737320587 | 501(c)(3) | $6,500 | $0 | COVID Testing in Schools |
| Northwest ISD Council of PTAs | ||||||||
| PO BOX 42 | Roanoke | TX | 76262 | 752337403 | 501(c)(3) | $16,500 | $0 | COVID Testing in Schools |
| Orange County Council of PTAs | ||||||||
| 445 W Amelia St | Orlando | FL | 32801 | 237036265 | 501(c)(3) | $12,500 | $0 | COVID Recovery & Vaccine Awareness |
| Palomar Council of PTAs | ||||||||
| PO Box 501942 | San Diego | CA | 92150 | 237038341 | 501(c)(3) | $6,000 | $0 | COVID Testing in Schools |
| Paramount Unified School District PTA | ||||||||
| 15110 California Ave | Paramount | CA | 90723 | 954442864 | 501(c)(3) | $17,500 | $0 | COVID Recovery,Vaccine Awareness,COVID Testing in Schools |
| Penn-Griffin School for the Arts PTA | ||||||||
| 825 E Washington Drive | High Point | NC | 27260 | 561347072 | 501(c)(3) | $6,000 | $0 | COVID Recovery,Vaccine Awareness,Create with Kindness |
| Rollings Hills Elementary School PTA | ||||||||
| 2901 Hilltop Terrace NW | Huntsville | AL | 35810 | 636056760 | 501(c)(3) | $7,500 | $0 | COVID Recovery & Vaccine Awareness |
| University High School PTSA | ||||||||
| 2450 COUGAR WAY | Orlando | FL | 32817 | 593098889 | 501(c)(3) | $8,500 | $0 | COVID Recovery,Vaccine Awareness,Create with Kindness |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | National PTA provides hands-on technical assistance to grantees by hosting regular community of practice calls and by providing toolkits and resources for grant implementation. National PTA conducts an end-of-year project survey to assess the grants from launch to completion. Consistent technical assistance and evaluation of survey results allows National PTA to monitor and respond to needs continually throughout the grant cycle. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nathan Monell | ||||||||||||||
| Executive Director | $332,515 | $0 | $56,686 | $0 | $8,926 | $0 | $25,431 | $0 | $27,678 | $0 | $451,236 | $0 | $0 | $0 |
| James Thomasell | ||||||||||||||
| CFO | $218,052 | $0 | $0 | $0 | $4,615 | $0 | $18,394 | $0 | $27,678 | $0 | $268,739 | $0 | $0 | $0 |
| Elizabeth Rorick | ||||||||||||||
| Deputy Executive Director | $216,186 | $0 | $0 | $0 | $2,781 | $0 | $18,018 | $0 | $27,678 | $0 | $264,663 | $0 | $0 | $0 |
| Amy Lorenz | ||||||||||||||
| Deputy Executive Director | $235,462 | $0 | $0 | $0 | $3,000 | $0 | $19,111 | $0 | $0 | $0 | $257,573 | $0 | $0 | $0 |
| Paul Rensted | ||||||||||||||
| Human Resources Officer | $169,537 | $0 | $0 | $0 | $2,497 | $0 | $13,925 | $0 | $8,568 | $0 | $194,527 | $0 | $0 | $0 |
| Amy Sheldon | ||||||||||||||
| Director, Resource Development | $153,360 | $0 | $0 | $0 | $1,674 | $0 | $12,585 | $0 | $8,842 | $0 | $176,461 | $0 | $0 | $0 |
| Helen Westmoreland | ||||||||||||||
| Director, Family Engagement | $142,417 | $0 | $0 | $0 | $1,231 | $0 | $12,336 | $0 | $17,761 | $0 | $173,745 | $0 | $0 | $0 |
| Laura Huff | ||||||||||||||
| Director, Finance | $138,704 | $0 | $0 | $0 | $1,458 | $0 | $0 | $0 | $27,495 | $0 | $167,657 | $0 | $0 | $0 |
| Katherine Clabaugh | ||||||||||||||
| Director, Government Relations | $132,791 | $0 | $0 | $0 | $1,160 | $0 | $3,500 | $0 | $27,495 | $0 | $164,946 | $0 | $0 | $0 |
| Kristen Johnson | ||||||||||||||
| Director, Training & Education | $134,093 | $0 | $0 | $0 | $1,333 | $0 | $8,884 | $0 | $17,944 | $0 | $162,254 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonus compensation is reported in part II, column (b)(ii). The $56,696 bonus listed for Nathan Monell from the 2022 Form W-2 were for the following: 1.$23,108 bonus payment, which normally would have been paid in the 2021 calendar year, was delayed, and paid in the 2022 calendar year; and, 2.$33,578 bonus payment was paid in the 2022 calendar year for the 2022 fiscal year. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | 850 1 Yr Norton 360 Subscriptions | 1 | $97,742 | Fair value |
| Yes (X) | Lysol Anti-bacterial wipes | 1 | $27,413 | Fair value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The National PTA has one class of voting members. |
| Form 990, Part VI, Section A, line 7a | The members of the National PTA elect the member representatives that serve as part of the Board of Directors during the yearly National PTA Convention. |
| Form 990, Part VI, Section A, line 7b | The members of the National PTA approve significant decisions made by the Board of Directors during the yearly National PTA Convention. Approvals include changes to the bylaws and new resolutions. |
| Form 990, Part VI, Section B, line 11b | The form 990 was prepared by outside accountants and reviewed by senior management and the Finance Committee. A final copy of the form 990 was provided to the full Board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Board members and staff annually sign a conflict of interest statement and are required to abstain from any consideration of topics related to areas where they are, or may be perceived to be, conflicted. The officers review all conflict of interest forms and request additional information if necessary. Officers are responsible for ensuring Board member compliance with this. If a conflict of interest arises, the conflicted member recuses themselves from discussion and voting on the matter. |
| Form 990, Part VI, Section B, line 15a | In 2014, the National PTA engaged Quatt and Associates to complete a full compensation survey of all staff positions, including the Executive Director. This survey was finalized in February 2015, when all parts of the survey were taken into account and put into place as seen fit by the organization. The Board of Directors retained Sterling Martin Associates, an executive search firm, that utilized comparative market data in advising the Board of Directors on an appropriate recruiting range for the Executive Director. The board's deliberation and decision on the review was documented in Board minutes. The most recent review took place in August 2022. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The documents are also available on the organization's website. |
| Form 990, Part IX, line 11g | Other professional fees: Program service expenses 2,004,233. Management and general expenses 108,326. Fundraising expenses 20,424. Total expenses 2,132,983. |
| Form 990, Part XII, Line 2c: | The Finance Committee assumes responsibility for oversight of the audit. The process is consistent with prior years. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National PTA Properties LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 N Pitt Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223145604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272442385 | EIN |
| Primary Activities | Management of rental properties | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $1,088,521 | TotalIncomeAmt |
| End Of Year Assets | $8,553,980 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPTA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Endowment Fund of the Nat'l Congress of Parents & Teachers | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 N Pitt Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223145604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366067371 | EIN |
| Primary Activities | Operates as a foundation for the benefit of National PTA | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Endowment Fund of the PTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $250,000 | InvolvedAmt |
| Method Of Amount Determination | Loan to NPTA | MethodOfAmountDeterminationTxt |