2023-05-11T13:43:55-05:00 2022-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-07-01 362169155 National Congress of Parents & Teachers NATI 7035181200 1250 N Pitt Street Alexandria VA 223145604 Nathan Monell Executive Director 7035181200 2023-05-11 1 Nathan Monell XXX-XX-XXXX Yong Zhang CPA P01249785 7038930300 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z National PTA Nathan Monell 1250 N Pitt Street Alexandria VA 223145604 13842860 0 X www.pta.org X 1897 DC See Part III, Line 1. 24 24 52 20000 218815 0 7467582 12545200 1257536 600141 146603 193755 -94663 -109831 8777058 13229265 1262514 943094 0 0 6175017 6477217 0 0 713345 3830114 6404178 11267645 13824489 -2490587 -595224 18529492 17487180 7232963 7492267 11296529 9994913 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 1987 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 school, but all throughout their districts, within their states, and across the nation. This mission is unique to PTA. 0 0 4879719 931048 290926 Programs: Developed new programs, curriculum, and toolkits that are aligned with the strategic plan and advanced the mission of the 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 466 grants with a total of $780,000 in funding. 2173803 5680 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. Developed an online platform for people who visit the National PTA website to join PTA. Provided state and local leaders and PTA units with technical assistance, information, training, and support to implement programs and resources. 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 75 instructor-led trainings and webinars. Developed digital courses for more than 900 registrants. 1402368 3184 309215 Meetings: Facilitated the in-person gathering of the National PTA leadership, its membership, and strategic partners at National PTA's 125th Anniversary Convention. The Convention included informative general sessions and association business, as well as educational workshops and networking opportunities. In conjunction with Convention, National PTA also facilitated a legislative-focused Hill Day experience that providing training and support to PTA leaders in advocating on behalf of all children. National PTA also conducted a virtual National Governance Retreat 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 organization. 1011766 Communications: Conveyed the association's mission and values into a cohesive message to members, leadership, partners and sponsors. Shared 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 3.5 billion in media impressions. Received one Gold Excel Awards in 2022 from the Association of Media and Publishing for our How We PTA Storytelling Campaign and two Trendy Awards from Association Trends for our Weekend Update newsletter (Silver) and Notes from the Backpack Podcast (Bronze). 817772 3182 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. 1829538 3182 10285428 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 69 0 1 52 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 Anna King President 20.00 X X 3000 0 0 Yvonne Johnson President-Elect 20.00 X X 0 0 0 Collin Robinson Vice President of Advocacy 20.00 X X 0 0 0 Alison Turner Vice President of Membership 20.00 X X 0 0 0 William Potts-Datema Secretary-Treasurer 20.00 1.00 X X 0 0 0 Rose Acerra Board Member 1.00 X 0 0 0 Eric Anderson Until 622 Board Member 1.00 X 0 0 0 Maricela Arias-Cantu From 622 Board Member 1.00 X 0 0 0 Stacy Bateman Board Member 1.00 X 0 0 0 Shaton Berry Board Member 1.00 X 0 0 0 Candy Jo Bracken Board Member 1.00 X 0 0 0 Andrew Brennen Board Member 1.00 X 0 0 0 Zackary Brown Board Member 1.00 X 0 0 0 Erik Champy Board Member 1.00 X 0 0 0 Sergio Chavez Board Member 1.00 X 0 0 0 Jeffrey Corbett Until 622 Board Member 1.00 X 0 0 0 Lauryn Donovan From 622 Board Member 1.00 X 0 0 0 Tiffany Foster From 622 Board Member 1.00 X 0 0 0 Frances Frost Until 622 Board Member 1.00 X 0 0 0 Alvin Gainey From 622 Board Member 1.00 X 0 0 0 Cindy Gerhardt Board Member 1.00 X 0 0 0 Heather Gillette Until 622 Board Member 1.00 X 0 0 0 Mindy Haas From 622 Board Member 1.00 X 0 0 0 Ninah Jackson Board Member 1.00 X 0 0 0 Renee LaHuffman-Jackson Board Member 1.00 X 0 0 0 Lisa Mack Board Member 1.00 X 0 0 0 Jennifer Martinez From 622 Board Member 1.00 X 0 0 0 DrTraci Petteway Until 622 Board Member 1.00 X 0 0 0 Madeleine Plumey-Cruz Until 622 Board Member 1.00 X 0 0 0 Jeff Price Board Member 1.00 X 0 0 0 Sylvia Reyna Board Member 1.00 X 0 0 0 Matthew J Rodriguez Until 622 Board Member 1.00 X 0 0 0 Tony B Shivers Until 622 Board Member 1.00 X 0 0 0 Mikki Wilson Board Member 1.00 X 0 0 0 Nathan Monell Executive Director 34.50 3.00 X 324320 0 50756 James Thomasell CFO 34.50 3.00 X 216992 0 40808 Elizabeth Rorick Deputy Executive Director 37.50 X 215968 0 39928 Amy Lorenz Deputy Executive Director 37.50 X 232104 0 16229 Paul Rensted Human Resources Officer 37.50 X 166483 0 19028 LaWanda Toney Director 37.50 X 160567 0 11235 Amy Sheldon Director 37.50 X 148596 0 17820 Helen Westmoreland Director 37.50 X 139534 0 20592 Kristen Johnson Director 37.50 X 134783 0 24787 Laura Huff Director 37.50 X 134244 0 25005 1876591 0 266188 15 0 1 0 Protech Associates 5457 Twin Knolls Road Suite 400 Columbia MD 21045 Database Maintenance & Development 205142 Livewell LLC 6214 Tally Ho Lane Alexandria VA 22307 Program Administration 191555 fusionSpan 12300 Twinbrook Pkway Suite 440 Rockville MD 20852 Database Maintenance & Development 163215 Edge Research 1560 Wilson Blvd Suite 475 Arlington VA 22209 Resarch & Analysis 101500 4 5499019 280539 1106403 5659239 8068 12545200 Conferences 900099 309215 302310 6905 Advertising 541800 276226 276226 Subscriptions 900099 14700 14700 600141 179740 179740 42220 42220 309880 462462 -152582 -152582 -57411 -95171 165148 151133 14015 14015 14015 Other 900099 531 531 531 13229265 317010 218815 148240 X 943094 943094 1371033 914279 336884 119870 3870228 2580878 950973 338377 703726 469282 172916 61528 189677 126487 46606 16584 342553 228433 84170 29950 969445 857722 111723 42090 42090 29050 29050 2333481 2091475 200065 41941 222380 221491 139 750 329151 262842 48167 18142 229921 216513 4773 8635 69703 28785 34740 6178 565678 438727 126873 78 870828 739981 82501 48346 190302 610 189620 72 467590 103059 351831 12700 40201 24734 12418 3049 Membership dues 33477 31823 177 1477 Donated booster and Lys 8068 2400 5668 Bad debt expense 2813 2813 13824489 10285428 2825716 713345 4576033 3026748 518753 826153 1330195 73050 211607 15101915 5701626 9571262 9400289 3482994 2790871 0 208717 18529492 17487180 758324 2037559 753168 1192504 4581964 4194621 1103641 35866 67583 7232963 7492267 X 9541072 8384462 1755457 1610451 11296529 9994913 18529492 17487180 -595224 -706392 0 X X 0 1 X 1 0 X 10383414 11680922 11407374 7467582 12545200 53484492 10383414 11680922 11407374 7467582 12545200 53484492 2404749 51079743 429467 476000 396887 168752 221960 1693066 10736 9270 20720 35029 531 76286 55253844 0.92450 0.92170 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2017 Amount: $ 10,736. 2018 Amount: $ 9,270. 2019 Amount: $ 20,720. 2020 Amount: $ 35,029. 2021 Amount: $ 531. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4462 204796 209258 14089957 14299215 864961 216240 0 0 807350 715874 709530 864961 3097715 4646573 428446 347879 182673 209258 1168256 201838 178969 177383 216240 774430 1161645 14938 13387 6677 4462 39464 889061 -63112 20685 805264 824688 78803 14430 889061 823521 6881 5714 824688 794966 37480 8925 823521 750737 51774 7545 794966 0.00000 0.64000 0.36000 0 1 1 1822366 1822366 11344088 4238076 7106012 1301155 980353 320802 634306 483197 151109 9400289 Deferred rent 36934 Security deposits 30649 67583 X 11823928 -706392 15000 462462 -228930 12052858 29050 1147357 1176407 13229265 14299215 15000 462462 477462 13821753 29050 -26314 2736 13824489 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 462,462. Part XI, Line 4b - Other Adjustments: NPTA Endowment Fund revenue eliminations 1,147,357. Part XII, Line 2d - Other Adjustments: Rental expenses reported on line 6b 462,462. Part XII, Line 4b - Other Adjustments: NPTA Endowment Fund expense eliminations -26,314. 1 Adams Hill Elementary School PTA 9627 Adams Hill Drive San Antonio TX 78245 237320587 501(c)(3) 12000 0 COVID Relief, Vaccine Awareness, Healthy Minds Adams PTA - Norman 1428 Kenwood Dr Norman OK 73071 731457942 501(c)(3) 10300 0 COVID Relief, Vaccine Awareness, Day of Service Alabama PTA 470 S Union Street Montgomery AL 36104 630310783 501(c)(3) 15000 0 COVID Relief & Vaccine Awareness Alaska PTA 555 W Northern Lights Blvd 204 Anchorage AK 99520 920130064 501(c)(3) 30300 0 COVID Relief, Vaccine Awareness, Day of Service Berea PTA Council 165 East Bagley Road Berea OH 44017 237253266 501(c)(3) 15300 0 COVID Relief, Vaccine Awareness, Day of Service Bethesda ES PTA 2009 S Miami Blvd Durham NC 27703 561301739 501(c)(3) 12300 0 COVID Relief, Vaccine Awareness, Day of Service, STEM + Families Math Night BM Williams Primary School PTA 1100 Battlefield Blvd N Chesapeake VA 23320 521289065 501(c)(3) 11000 0 COVID Relief & Vaccine Awareness, Healthy Minds Chesapeake Council PTA PO BOX 2566 Chesapeake VA 23327 541815547 501(c)(3) 15000 0 COVID Relief & Vaccine Awareness Crestwood Intermediate PTA 1420 Great Bridge Blvd Chesapeake VA 23320 541499459 501(c)(3) 10300 0 COVID Relief, Vaccine Awareness, Day of Service Cumberland Council PTA Local Fayetteville NC 28303 560332827 501(c)(3) 20000 0 COVID Relief, Vaccine Awareness, Healthy Lifestyles Forest Ridge Elementary School PTA 9550 Gorman Rd Laurel MD 20723 521785291 501(c)(3) 10000 0 COVID Relief & Vaccine Awareness Little Run Elementary PTA 4511 Olley Ln Fairfax VA 22032 541189602 501(c)(3) 10825 0 COVID Relief, Vaccine Awareness and Diversity, Equity & Inclusion Martha Lake Elementary School PTA 17500 Larch Way Lynnwood WA 98037 911516665 501(c)(3) 12000 0 COVID Relief & Vaccine Awareness and STEM grant Miami Dade County Council PTA 1450 NE 2nd Avenue Ste 103 Miami FL 33132 237101302 501(c)(3) 30000 0 COVID Relief & Vaccine Awareness Montgomery County Council of PTAs (MARYLAND) PO BOX 10754 Rockville MD 20849 526070569 501(c)(3) 30000 0 COVID Relief & Vaccine Awareness North Carolina PTA 3501 Gelenwood Ave Raleigh NC 27612 560340503 501(c)(3) 15000 0 COVID Relief & Vaccine Awareness Oak Grove Elementary School PTA 1301 W 104th Street Bloomington MN 55431 237010901 501(c)(3) 11000 0 COVID Relief & Vaccine Awareness Orange County Council of PTAs 445 W Amelia St Orlando FL 32801 237036265 501(c)(3) 15000 0 COVID Relief & Vaccine Awareness Palomar Council of PTAs PO Box 501942 San Diego CA 92150 237038341 501(c)(3) 20000 0 COVID Relief & Vaccine Awareness and COVID Testing in Schools Paramount Unified School District PTA 15110 California Ave Paramount CA 90723 954442864 501(c)(3) 20000 0 COVID Relief & Vaccine Awareness and COVID Testing in Schools Ruth Oliver Walker Elementary School PTA 1250 Humes Lane Florissant MO 63031 237276921 501(c)(3) 12300 0 COVID Relief, Vaccine Awareness, Day of Service, and STEM grant Sanders Elementary School PTA 1550 Anderson Mill Rd Austell GA 30106 582338881 501(c)(3) 10000 0 COVID Relief & Vaccine Awareness Solar Prep for Boys PTA 1802 Moser Avenue Dallas TX 75206 832484236 501(c)(3) 10000 0 COVID Relief & Vaccine Awareness Washington PTA 15 Oregon Avenue Suite 202 Tacoma WA 98409 910568716 501(c)(3) 15000 0 COVID Relief & Vaccine Awareness 24 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 295639 0 19785 0 8896 0 20471 0 30285 0 375076 0 0 0 James Thomasell CFO 209907 0 2500 0 4585 0 15619 0 25189 0 257800 0 0 0 Elizabeth Rorick Deputy Executive Director 210716 0 2500 0 2752 0 14739 0 25189 0 255896 0 0 0 Amy Lorenz Deputy Executive Director 226634 0 2500 0 2970 0 16229 0 0 0 248333 0 0 0 Paul Rensted Human Resources Officer 161509 0 2500 0 2474 0 11381 0 7647 0 185511 0 0 0 LaWanda Toney Director 158253 0 1000 0 1314 0 11235 0 0 0 171802 0 0 0 Amy Sheldon Director 145943 0 1000 0 1653 0 10173 0 7647 0 166416 0 0 0 Helen Westmoreland Director 131927 0 1000 0 6607 0 10459 0 10133 0 160126 0 0 0 Kristen Johnson Director 132469 0 1000 0 1314 0 8520 0 16267 0 159570 0 0 0 Laura Huff Director 131741 0 1000 0 1503 0 0 0 25005 0 159249 0 0 0 Part I, Line 7 Bonus compensation is reported in part II, column (b)(ii). 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, new resolutions, and changes in membership fee rates. 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 2,091,475. Management and general expenses 200,065. Fundraising expenses 41,941. Total expenses 2,333,481. 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 1059312 8850705 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 The Endowment Fund of the PTA C 280539 Actual amount