2024-03-18T08:44:27-05:00 2023-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-07-01 362169155 National Congress of Parents & Teachers NATI 7035181200 1250 N Pitt Street Alexandria VA 223145604 Nathan Monell Executive Director 7035181200 2024-03-13 1 Nathan Monell XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-02-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z National PTA Nathan Monell 1250 N Pitt Street Alexandria VA 223145604 15736983 0 X www.pta.org X 1897 DC See Part III, Line 1. 22 22 57 20000 -42793 0 12545200 12649765 600141 244339 193755 30542 -109831 -60608 13229265 12864038 943094 1146875 0 0 6477217 6549991 0 0 664320 6404178 5269216 13824489 12966082 -595224 -102044 17487180 18469790 7492267 8295546 9994913 10174244 X 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. 0 0 5379758 1141275 18000 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. 1841731 626 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. 820437 285 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. 787298 1100 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. 693220 3589 191022 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. 1480518 4689 191022 9522444 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 71 0 1 57 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X James Thomasell CFO 7035181247 1250 N Pitt Street Alexandria VA 223145604 Yvonne Johnson President (from 6/24/2023) 20.00 X X 0 0 0 William Potts-Datema President-Elect (from 6/24/2023) 20.00 X X 0 0 0 Shaton Berry Secretary-Treasurer (from 6/24/2023) 20.00 X X 0 0 0 Rose Acerra Vice President of Advocacy (from 6/24/2023) 20.00 X X 0 0 0 Charles Scott Vice President of Membership (from 6/24/2023) 20.00 X X 0 0 0 Anna King President (until 6/24/2023) 20.00 X X 0 0 0 Yvonne Johnson President-Elect (until 6/24/2023) 20.00 X X 0 0 0 Collin Robinson Vice President of Advocacy (until 6/24/2023) 20.00 X X 0 0 0 Alison Turner Vice President of Membership (until 6/24/2023) 20.00 X X 0 0 0 William Potts-Datema Secretary-Treasurer (until 6/24/2023) 20.00 X X 0 0 0 Rose Acerra Board Member (until 6/24/2023) 1.00 X 0 0 0 Shaton Berry Board Member (until 6/24/2023) 1.00 X 0 0 0 Andrew Brennen Board Member (until 8/4/2022) 1.00 X 0 0 0 Zackary Brown Board Member (until 8/4/2022) 1.00 X 0 0 0 Ninah Jackson Board Member (until 8/4/2022) 1.00 X 0 0 0 Stacy Bateman Board Member (until 6/24/2023) 1.00 X 0 0 0 Candy Jo Bracken Board Member (until 6/24/2023) 1.00 X 0 0 0 Erik Champy Board Member (until 6/24/2023) 1.00 X 0 0 0 Lauryn Donovan Board Member (until 6/24/2023) 1.00 X 0 0 0 Cindy Gerhardt Board Member (until 6/24/2023) 1.00 X 0 0 0 Renee LaHuffman-Jackson Board Member (until 6/24/2023) 1.00 X 0 0 0 Lisa Mack Board Member (until 6/24/2023) 1.00 X 0 0 0 Sylvia Reyna Board Member (until 6/24/2023) 1.00 X 0 0 0 Mikki Wilson Board Member (until 6/24/2023) 1.00 X 0 0 0 Rachel Burke Board Member (from 6/24/2023) 1.00 X 0 0 0 Alyssa Cutrona Board Member (from 6/24/2023) 1.00 X 0 0 0 Jenny Fuentes Board Member (from 6/24/2023) 1.00 X 0 0 0 Robert Motley Board Member (from 6/24/2023) 1.00 X 0 0 0 Dana Platin Board Member (from 6/24/2023) 1.00 X 0 0 0 Angi Gonzales-Carver Board Member (from 6/24/2023) 1.00 X 0 0 0 Teri Quinn Gray Board Member (from 6/24/2023) 1.00 X 0 0 0 Tabatha Rosporoy Board Member (from 6/24/2023) 1.00 X 0 0 0 Fidelia Sturdivant Board Member (from 6/24/2023) 1.00 X 0 0 0 Maricela Arias-Cantu Board Member 1.00 X 0 0 0 Sergio Chavez Board Member 1.00 X 0 0 0 Tiffany Foster Board Member 1.00 X 0 0 0 Alvin Gainey Board Member 1.00 X 0 0 0 Mindy Haas Board Member 1.00 X 0 0 0 Jennifer Martinez Board Member 1.00 X 0 0 0 Jeff Price Board Member 1.00 X 0 0 0 Nathan Monell Executive Director 34.50 3.00 X 398127 0 53109 James Thomasell CFO 34.50 3.00 X 222667 0 46072 Elizabeth Rorick Deputy Executive Director 37.50 X 218967 0 45696 Amy Lorenz Deputy Executive Director 37.50 X 238462 0 19111 Paul Rensted Human Resources Officer 29.30 X 172034 0 22493 Amy Sheldon Director, Resource Development 37.50 X 155034 0 21427 Helen Westmoreland Director, Family Engagement 37.50 X 143648 0 30097 Laura Huff Director, Finance 37.50 X 140162 0 27495 Kristen Johnson Director, Training & Education 37.50 X 135426 0 26828 Katherine Clabaugh Director, Government Relations 37.50 X 133951 0 30995 1958478 0 323323 16 0 1 0 The Pels Law Firm LLC 4845 Rugby Avenue 3rd Floor Bethesda MD 20814 Legal 959302 Edge Research 1560 Wilson Blvd Ste 475 Arlington VA 22209 Research & Analysis 178170 Kelly Langston 3904 Katie Drive Greensboro NC 27410 Program Administration 169341 Kate Mehr 31 N Cherry Grove Ave Annapolis MD 21401 Surveys, Interviews, Data Analysis 145200 Protech Associates 5457 Twin Knolls Rd Ste 400 Columbia MD 21045 Database Development & Management 141949 5 5794938 959753 5895074 125155 12649765 Conferences 900099 192732 191022 1710 Advertising 541800 33607 33607 Subscriptions 900099 18000 18000 244339 126192 126192 49509 49509 326510 459239 -132729 -132729 -76400 -56329 2318056 2413706 -95650 -95650 -95650 Other 900099 22612 22612 22612 12864038 209022 -42793 48044 X 1146875 1146875 1469702 978325 366907 124470 3845314 2559679 959972 325663 242685 161546 60586 20553 637606 424430 159176 54000 354684 236100 88546 30038 573568 459610 113958 35643 35643 17130 17130 2132983 2004233 108326 20424 75885 68468 5917 1500 246744 185362 39636 21746 625018 482435 103870 38713 46170 46170 255564 168049 84276 3239 187582 146639 39514 1429 170758 170758 514392 145814 349903 18675 45232 27616 14143 3473 Cancellation fees 186944 186944 Donated Lysol and Norto 125155 125155 Membership dues 30448 15164 14887 397 12966082 9522444 2779318 664320 3026748 1447785 518753 699274 1330195 1756516 211607 258097 13934622 4913865 9400289 9020757 2790871 3356225 208717 1931136 17487180 18469790 2037559 956596 1192504 1230185 4194621 3789554 67583 2319211 7492267 8295546 X 8384462 8720793 1610451 1453451 9994913 10174244 17487180 18469790 -102044 281375 0 X X 0 1 X 1 0 X 11680922 11407374 7467582 12545200 12649765 55750843 11680922 11407374 7467582 12545200 12649765 55750843 3434898 52315945 476000 396887 168752 221960 180220 1443819 9270 20720 35029 531 22612 88162 57282824 1840161 0.91330 0.92450 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2018 Amount: $ 9,270. 2019 Amount: $ 20,720. 2020 Amount: $ 35,029. 2021 Amount: $ 531. 2022 Amount: $ 22,612. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4991 141011 146002 12966082 13112084 805604 201401 0 0 715874 709530 864961 805604 3095969 4643954 347879 182673 209258 146002 885812 178969 177383 216240 201401 773993 1160990 13387 6677 4462 4991 29517 805264 47324 18887 833701 889061 -63112 20685 805264 824688 78803 14430 889061 823521 6881 5714 824688 794966 37480 8925 823521 0.61950 0.38050 0 1 1 1822366 1822366 9913633 3248573 6665060 1414007 1099870 314137 784616 565422 219194 9020757 Right-of-use asset - operating lease 1931136 1931136 Security deposits 23237 Lease liability - operating lease 1975860 Due to related entities 320114 2319211 X 14109523 281375 18400 459239 759014 13350509 17130 -503601 -486471 12864038 13442529 18400 459239 477639 12964890 17130 -15938 1192 12966082 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. 1 Adams Hill Elementary School PTA 9627 Adams Hill Drive San Antonio TX 78245 237320587 501(c)(3) 7500 0 COVID Recovery & Vaccine Awareness Alabama PTA 470 S Union Street Montgomery AL 36104 630310783 501(c)(3) 7500 0 COVID Recovery & Vaccine Awareness Berea Midpark High School PTA 165 East Bagley Road Berea OH 44017 237391943 501(c)(3) 6000 0 COVID Recovery & PTA Connected BM Williams Primary School PTA 1100 Battlefield Blvd N Chesapeake VA 23320 521289065 501(c)(3) 7500 0 COVID Recovery & Smart Talk Campbell Middle PTSA 3295 Atlanta Rd SE Smyrna GA 30080 911970920 501(c)(3) 15000 0 COVID Recovery, Vaccine Awareness, Healthy Minds Clara Love ES PTA 16301 Elementary Dr Justin TX 76247 800411829 501(c)(3) 15000 0 COVID Recovery, Vaccine Awareness, Smart Talk Cumberland Council PTA 2465 Gillespie St Fayetteville NC 28306 560332827 501(c)(3) 12500 0 COVID Recovery & Vaccine Awareness Durham Public Schools Council of PTAs PO Box 62194 Durham NC 27715 581682516 501(c)(3) 6500 0 COVID Recovery & Family Engagement Farmingdale Council PTA 70 Van Cott Ave Farmingdale NY 11735 112997891 501(c)(3) 6000 0 COVID Testing in Schools Florida PTA 1747 Orlando Central Pkwy Orlando FL 32809 590637851 501(c)(3) 8750 0 Healthy Minds & Family Engagement Illinois PTA 1900 E Sangamon Ave Springfield IL 62702 370705449 501(c)(3) 7500 0 Nutrition Education & Family Engagement La Habra City Council PTA 500 N Walnut Street La Habra CA 90631 237077719 501(c)(3) 6000 0 COVID Testing in Schools Mary E Cunningham ES PTA 2200 Berekeley Avenue Austin TX 78745 746085687 501(c)(3) 7500 0 COVID Recovery & Vaccine Awareness Miami Dade County Council PTA 1450 NE 2nd Avenue Ste 103 Miami FL 33132 237101302 501(c)(3) 7500 0 COVID Recovery & Vaccine Awareness Minnesota PTA 7800 Metro Pkwy Ste 300 Bloomington MN 55425 410706117 501(c)(3) 7500 0 Healthy Minds Montgomery County Council of PTAs (MARYLAND) PO BOX 10754 Rockville MD 20849 526070569 501(c)(3) 15000 0 COVID Recovery, Vaccine Awareness, Family Engagement New Mexico PTA PO BOX 14706 Albuquerque NM 87191 262663428 501(c)(3) 17500 0 COVID Recovery, Nutrition Education, Family Engagement North Carolina PTA 3501 Gelenwood Ave Raleigh NC 27612 560340503 501(c)(3) 20000 0 COVID Recovery, Vaccine Awareness, Healthy Minds Northside ISD Council of PTAs 9627 Adams Hill San Antonio TX 78245 737320587 501(c)(3) 6500 0 COVID Testing in Schools Northwest ISD Council of PTAs PO BOX 42 Roanoke TX 76262 752337403 501(c)(3) 16500 0 COVID Testing in Schools Orange County Council of PTAs 445 W Amelia St Orlando FL 32801 237036265 501(c)(3) 12500 0 COVID Recovery & Vaccine Awareness Palomar Council of PTAs PO Box 501942 San Diego CA 92150 237038341 501(c)(3) 6000 0 COVID Testing in Schools Paramount Unified School District PTA 15110 California Ave Paramount CA 90723 954442864 501(c)(3) 17500 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) 6000 0 COVID Recovery,Vaccine Awareness,Create with Kindness Rollings Hills Elementary School PTA 2901 Hilltop Terrace NW Huntsville AL 35810 636056760 501(c)(3) 7500 0 COVID Recovery & Vaccine Awareness University High School PTSA 2450 COUGAR WAY Orlando FL 32817 593098889 501(c)(3) 8500 0 COVID Recovery,Vaccine Awareness,Create with Kindness 26 0 Part I, Line 2: 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. X X X X 0 0 0 0 0 0 0 1 0 Nathan Monell Executive Director 332515 0 56686 0 8926 0 25431 0 27678 0 451236 0 0 0 James Thomasell CFO 218052 0 0 0 4615 0 18394 0 27678 0 268739 0 0 0 Elizabeth Rorick Deputy Executive Director 216186 0 0 0 2781 0 18018 0 27678 0 264663 0 0 0 Amy Lorenz Deputy Executive Director 235462 0 0 0 3000 0 19111 0 0 0 257573 0 0 0 Paul Rensted Human Resources Officer 169537 0 0 0 2497 0 13925 0 8568 0 194527 0 0 0 Amy Sheldon Director, Resource Development 153360 0 0 0 1674 0 12585 0 8842 0 176461 0 0 0 Helen Westmoreland Director, Family Engagement 142417 0 0 0 1231 0 12336 0 17761 0 173745 0 0 0 Laura Huff Director, Finance 138704 0 0 0 1458 0 0 0 27495 0 167657 0 0 0 Katherine Clabaugh Director, Government Relations 132791 0 0 0 1160 0 3500 0 27495 0 164946 0 0 0 Kristen Johnson Director, Training & Education 134093 0 0 0 1333 0 8884 0 17944 0 162254 0 0 0 Part I, Line 7 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. X 850 1 Yr Norton 360 Subscriptions 1 97742 Fair value X Lysol Anti-bacterial wipes 1 27413 Fair value 0 0 0 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. National PTA Properties LLC 1250 N Pitt Street Alexandria VA 223145604 272442385 Management of rental properties DE 1088521 8553980 NPTA The Endowment Fund of the Nat'l Congress of Parents & Teachers 1250 N Pitt Street Alexandria VA 223145604 366067371 Operates as a foundation for the benefit of National PTA IL 501(c)(3) Line 11a, I NPTA 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 The Endowment Fund of the PTA E 250000 Loan to NPTA