2022-04-28T12:15:07-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 362169155 NATIONAL CONGRESS OF PARENTS & TEACHERS NATI 7035181200 1250 N PITT STREET ALEXANDRIA VA 22314 NATHAN MONELL EXECUTIVE DIRECTOR 7035181200 2022-04-28 1 NATHAN MONELL 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NATIONAL PTA NATHAN MONELL 1250 N PITT STREET ALEXANDRIA VA 22314 12161681 0 X WWW.PTA.ORG X 1897 DC SEE PART III, LINE 1. 28 28 51 20000 256357 0 11407374 7467582 345065 1257536 269672 146603 -201083 -94663 11821028 8777058 1008361 1262514 0 0 6587960 6175017 0 0 792265 3782442 3830114 11378763 11267645 442265 -2490587 19792839 18529492 6820581 7232963 12972258 11296529 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 3576016 1206515 343125 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 LEADERS WITH TECHNICAL ASSISTANCE, INFORMATION, AND SUPPORT TO IMPLEMENT THE NATIONAL PTA PROGRAMS AT THE STATE AND LOCAL LEVEL. PROVIDED A ROBUST CADRE OF E-LEARNING COURSES TO HELP LEADERS REFINE THEIR SKILLS, AND SHED LIGHT ON AREAS SUPPORTING LOCAL PTA UNITS AND RUNNING A STATE PTA. THROUGH NATIONAL PTAS COVID19 RELIEF FUND, PTA AWARDED 279 GRANTS WITH A TOTAL OF $1,329,000 IN FUNDING. 1190504 114 MEMBER AND FIELD SERVICES: DEVELOPED AND SUSTAINED PROGRAMS, CURRICULUM, AND TOOLKITS ALIGNED WITH THE NATIONAL PTA 2020 STRATEGIC VISION TO ADVANCE THE IMPORTANT MISSION OF THE ASSOCIATION. PROVIDED STATE AND LOCAL LEADERS AND LOCAL UNITS WITH TECHNICAL ASSISTANCE, INFORMATION, TRAINING, AND SUPPORT TO IMPLEMENT PROGRAMS. NATIONAL PTA OFFERS AWARDS AND GRANTS TO HONOR OR SUPPORT PTAS AS THEY: ENGAGE FAMILIES, SUPPORT STUDENT SUCCESS, IMPROVE THE HEALTH AND SAFETY OF STUDENTS AND FAMILIES, INCREASE ACCESS TO ARTS EDUCATION OR CELEBRATE ADVOCACY AND DIVERSITY. TRAINING: PROVIDED TRAINING FOR OUR MEMBERS FROM EXPERTS IN NONPROFIT MANAGEMENT, FAMILY ENGAGEMENT, AND CHILD ADVOCACY. DEVELOPED AND DISTRIBUTED A LOCAL PTA LEADER KIT, A YEAR-ROUND RESOURCE TO SUPPORT THE NEEDS OF ALL PTA LEADERS, THAT INCLUDED 333 INSTRUCTOR-LED TRAININGS AND WEBINARS. DEPLOYED E-LEARNING COURSES FOR MORE THAN 9,500 REGISTRANTS. 1093500 54970 ADVOCACY: ADVOCATED FOR POLICIES THAT BENEFIT ALL CHILDREN AND FAMILIES VIA WIDE DISSEMINATION OF PUBLIC POLICY AGENDA AND ISSUE BRIEFS. LOBBIED IN SUPPORT OF EDUCATION FUNDING THROUGH TARGETED EFFORTS RELATED TO COVID RELIEF PACKAGES, AS WELL AS THROUGH ANNUAL APPROPRIATIONS FOR STATEWIDE FAMILY ENGAGEMENT CENTERS, AND RELATED PROGRAMS IN ESSA. LOBBIED IN SUPPORT OF LEGISLATION THAT SUPPORTS SAFE, SUPPORTIVE AND INCLUSIVE ENVIRONMENT IN SCHOOLS. SECURED ADDITIONAL FUNDING FOR STATEWIDE FAMILY ENGAGEMENT CENTERS. HOSTED A LEGISLATIVE CONFERENCE WHERE MEMBERS MET WITH CONGRESSIONAL MEMBERS. 916496 914411 MEETINGS: FACILITATED THE VIRTUAL GATHERING OF THE NATIONAL PTA LEADERSHIP, ITS MEMBERSHIP, AND STRATEGIC PARTNERS AT THE ANNUAL MEETING AND CONVENTION, ALSO FACILITATED THE MOSTLY VIRTUAL GATHERING OF THE NATIONAL PTA LEADERSHIP INCLUDING ALL BOARD AND COMMITTEE MEETINGS IN SUPPORT OF THE BUSINESS, WORK, AND MISSION OF THE ORGANIZATION. FACILITATED AND VIRTUALLY HOSTED THE ANNUAL LEGISLATIVE CONFERENCE TO ADVOCATE ON BEHALF OF ALL CHILDREN. 844272 915 COMMUNICATIONS: CONVEYED THE ASSOCIATION'S MISSION AND VALUES INTO A COHESIVE MESSAGE TO MEMBERS, LEADERSHIP, PARTNERS, AND SPONSORS. SHARED IMPORTANT RESOUCES WITH MILLIONS OF MEMBERS, FAMILIES, ADVOCATES AND EDUCATORS THROUGH TRADITIONAL AND SOCIAL MEDIA. NATIONAL PTA PROGRAMS, POSITIONS, AND THOUGHT LEADERSHIP WERE FEATURED IN TOP-TIER PRINT AND BROADCAST MEDIA OUTLETS RESULTING IN 7.5 BILLION IN MEDIA IMPRESSIONS. RECEIVED 2 EXCEL AWARDS IN 2018 FROM THE ASSOCIATION OF MEDIA AND PUBLISHING FOR BOTH NEWSLETTER DESIGN AND SOCIAL MEDIA EFFORTS TO SUPPORT OUR ANNUAL TEACHER APPRECIATION WEEK. 1760768 915 914411 7620788 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 57 0 1 51 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 7035181247 1250 N PITT STREET ALEXANDRIA VA 22314 LESLIE BOGGS PRESIDENT (UNTIL 06/21) 20.00 1.00 X X 0 0 0 ANNA KING P. ELECT TO PRES. (TRAN. 06/21) 20.00 0.00 X X 0 0 0 YVONNE JOHNSON VP, ADVO. TO P. ELECT (TRAN. 06/21) 20.00 0.00 X X 0 0 0 DONALD DUNN SECRETARY-TREASURER (UNTIL 06/21) 10.00 1.00 X X 0 0 0 WILLIAM POTTS-DATEMA SECRETARY-TREASURER (FROM 06/21) 10.00 1.00 X X 0 0 0 DARLENE HARRIS V.P. OF MEMBERSHIP (UNTIL 06/21) 10.00 0.00 X X 0 0 0 ALISON TURNER--BD MEM THEN VP OF MEMBERSHIP (FROM 06/21) 10.00 0.00 X X 0 0 0 COLLIN ROBINSON--BD MEM THEN VP OF ADVOCACY (FROM 06/21) 10.00 0.00 X X 0 0 0 AMY ARNESS BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 ANDREW BRENNEN BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 CANDY JO BRACKEN BOARD MEMBER 1.00 0.00 X 0 0 0 CARRIE NEILL BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 CHASE THOMAS BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 CINDY GERHARDT BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 TRACI PETTEWAY BOARD MEMBER 1.00 0.00 X 0 0 0 EMMA VIOLAND BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 ERIC ANDERSON BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 ERIK CHAMPY BOARD MEMBER 1.00 0.00 X 0 0 0 FRANCES FROST BOARD MEMBER 1.00 0.00 X 0 0 0 HEATHER GILLETTE BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 JEFF PRICE BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 JEFFREY CORBETT BOARD MEMBER 1.00 0.00 X 0 0 0 JESUS HOLGIUN BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 JUDE BRUNO BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 LISA MACK BOARD MEMBER 1.00 0.00 X 0 0 0 MADELEINE PLUMEY-CRUZ BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 MADISON LASTER BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 MATTHEW JOHN RODRIGUEZ BOARD MEMBER 1.00 0.00 X 0 0 0 MIKKI WILSON BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 NINAH JACKSON BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 RENEE LAHUFFMAN-JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 ROSE ACERRA BOARD MEMBER 1.00 0.00 X 0 0 0 SERGIO CHAVEZ BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 SHATON BERRY BOARD MEMBER 1.00 0.00 X 0 0 0 STACY BATEMAN BOARD MEMBER 1.00 0.00 X 0 0 0 SYLVIA REYNA BOARD MEMBER 1.00 0.00 X 0 0 0 TONY BENNETT SHIVERS BOARD MEMBER 1.00 0.00 X 0 0 0 TRACIE POTTS BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 WILL WIESE BOARD MEMBER (UNTIL 06/21) 1.00 0.00 X 0 0 0 ZACKARY BROWN BOARD MEMBER (FROM 06/21) 1.00 0.00 X 0 0 0 NATHAN MONELL EXECUTIVE DIRECTOR 34.50 3.00 X 347619 0 44075 JAMES THOMASELL CFO 32.50 5.00 X 206697 0 41687 ELIZABETH RORICK DEPUTY EXECUTIVE DIRECTOR 37.50 0.00 X 210690 0 39330 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 37.50 0.00 X 225759 0 16478 PAUL RENSTED HUMAN RESOURCES OFFICER 37.50 0.00 X 161567 0 19673 LAWANDA TONEY DIRECTOR 37.50 0.00 X 148541 0 26215 HELEN WESTMORELAND DIRECTOR 37.50 0.00 X 134045 0 33671 AMY SHELDON DIRECTOR 37.50 0.00 X 145907 0 17872 LAURA HUFF DIRECTOR 37.50 0.00 X 129972 0 25354 SUZAN YUNGNER DIRECTOR 37.50 0.00 X 128460 0 9369 1839257 0 273724 19 0 1 0 PROTECH ASSOCIATES INC 5457 TWIN KNOLLS ROAD SUITE 400 COLUMBIA MD 21045 DATABASE MAINT. & DEVEL. 199435 HCM STRATEGISTS LLC 501 CONGRESS AVE AUSTIN TX 78701 PUBLIC POLICY & ADVOC. CONS. 174143 DANIEL J EDELMAN INC 21992 NETWORK PLACE CHICAGO IL 60673 MEMBER. MARKETING PLAN DEVEL. 171670 3 4070241 57292 737400 2602649 7467582 CONVENTION 900099 914411 914411 ADVERTISING 900099 328275 328275 SUBSCRIPTIONS 900099 14850 14850 1257536 112246 112246 56506 56506 289345 475543 -186198 -186198 -71918 -114280 2943437 2909080 34357 34357 34357 MISCELLANEOUS 900099 35029 35029 35029 8777058 929261 256357 123858 X 1262514 1262514 1357098 628489 705051 23558 3858612 2570660 805953 481999 163892 111717 30216 21959 459264 317140 84689 57435 336151 208869 93606 33676 234555 7500 227055 39813 22248 5692 11873 28084 28084 1766788 1605498 102185 59105 71517 71517 146006 116574 5942 23490 624930 456177 118555 50198 106263 5974 99327 962 8037 -18890 29275 -2348 157649 72488 78961 6200 111631 2328 108970 333 334820 99374 220329 15117 32096 23567 5295 3234 REPAIRS & MAINTENANCE 59045 39 59000 6 MEMBERSHIP DUES 24184 24184 BOOKS, REF., SUBS. 23020 21005 166 1849 BAD DEBT EXPENSE 23000 23000 38676 11816 23241 3619 11267645 7620788 2854592 792265 X 3914626 4576033 628222 826153 193561 73050 14792588 5221326 9839785 9571262 5114727 3482994 101918 0 19792839 18529492 702212 758324 388135 753168 4953270 4581964 737400 1103641 39564 35866 6820581 7232963 X 10070524 9541072 2901734 1755457 12972258 11296529 19792839 18529492 -2490587 814858 0 X 0 1 X 1 0 X 10552979 10383414 11680922 11407374 7467582 51492271 10552979 10383414 11680922 11407374 7467582 51492271 2070881 49421390 411676 429467 476000 396887 168752 1882782 169469 10736 9270 20720 35029 245224 53620277 2314313 0.92170 0.91120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6677 175996 182673 11007935 11190608 709530 177383 0 0 756082 807350 715874 709530 2988836 4483254 382969 428446 347879 182673 1341967 189021 201838 178969 177383 747211 1120817 13375 14938 13387 6677 48377 824688 78803 14430 889061 823521 6881 5714 824688 794966 37480 8925 823521 750737 51774 7545 794966 699716 59145 8124 750737 0.00000 0.58000 0.42000 0 1 1 1822366 1822366 11132326 3870658 7261668 1029257 909339 119918 808639 441329 367310 9571262 SECURITY DEPOSITS 28446 DUE TO NPTA ENDOWMENT FUND 7420 35866 X 11718586 814858 530983 1681063 3026904 8691682 28084 57292 85376 8777058 12291016 530983 577764 1108747 11182269 28084 57292 85376 11267645 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: FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE NATIONAL PTA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 475,543. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. NPTA ENDOWMENT FUND REVENUE INCLUDED IN THE 1,205,520. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM NPTA FORM 990 REPORTING. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT FROM NPTA ENDOWMENT FUND ELIMINATED IN THE 57,292. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON NPTA'S FORM 990. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 475,543. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. NPTA ENDOWMENT FUND EXPENSES INCLUDED IN THE 102,221. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM NPTA FORM 990 REPORTING. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT FROM NPTA ENDOWMENT FUND ELIMINATED IN THE 57,292. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON NPTA'S FORM 990. 1 ALLAN F KEETH ELEMENTARY SCHOOL PTA 425 TUSCAWILLA RD WINTER SPRINGS FL 32708 592330813 501(C)(3) 6000 COVID RELIEF & STEM AUSTIN COUNCIL OF PTAS 1613 BALOO LN MANCHACA TX 78652 746087157 501(C)(3) 17500 COVID RELIEF & GATES GRANT BARACK H OBAMA MAGNET ELEMENTARY SCHOOL PTA 750 NORTH CONGRESS STREET JACKSON MS 39202 640762590 501(C)(3) 7500 COVID RELIEF BENJAMIN FRANKLIN MAGNET ELEMENTARY SCHOOL PTA 1610 LAKE STREET GLENDALE CA 912012610 956204451 501(C)(3) 7500 COVID RELIEF BOISE-ELIOT PTA 620 N FREMONT ST PORTLAND OR 97227 263462821 501(C)(3) 7500 COVID RELIEF BRADFORD PTA 87 MT HEBRON RD MONTCLAIR NJ 07043 223753495 501(C)(3) 7500 COVID RELIEF BROADMOR PTA 311 E AEPLI DR TEMPE AZ 85282 866056989 501(C)(3) 7500 COVID RELIEF COLLIER ELEMENTARY PTA 3900 N BEAR CANYON TUCSON AZ 85749 860599274 501(C)(3) 8500 COVID RELIEF & STEM CROSSROADS PTA 5800 SAXON WAY RIVERBANK CA 953679559 900317844 501(C)(3) 7500 COVID RELIEF EAGLE RIDGE PTSA 19801 N 13TH STREET PHOENIX AZ 85024 742427997 501(C)(3) 8500 COVID RELIEF & PTA CONNECTED EASTWOOD MIDDLE SCHOOL PTA 6314 MARY HARMON BRYANT DRIVE COTTONDALE AL 35453 630987497 501(C)(3) 7500 COVID RELIEF EVERETT PTSA COUNCIL 73 3900 BROADWAY EVERETT WA 98201 911347536 501(C)(3) 15000 COVID RELIEF FLORENCE BIXBY ELEMENTARY PTA 5251 E STEARNS STREET LONG BEACH CA 90815 956204419 501(C)(3) 6000 COVID RELIEF & STEM FLORIDA STATE PTA 1747 ORLANDO CENTRAL PKWY ORLANDO FL 32809 590637851 501(C)(3) 7500 GATES GRANT FRANKLIN ELEMENTARY PTA 4481 COPELAND AVENUE SAN DIEGO CA 92116 901075919 501(C)(3) 7500 COVID RELIEF HIGHLANDS ELEMENTARY PTA 2500 BARNEY TERRACE NW HUNTSVILLE AL 35810 636056550 501(C)(3) 7500 COVID RELIEF JEFFERSON ELEMENTARY PTA 3743 JEFFERSON STREET CARLSBAD CA 92008 956204311 501(C)(3) 6000 COVID RELIEF & STEM LEALMAN AVENUE ELEMENTARY PTA 4001 58TH AVE N ST PETERSBURG FL 33714 593280696 501(C)(3) 7500 COVID RELIEF LUTZ K-8 PTA 202 5TH AVE LUTZ FL 33549 237103666 501(C)(3) 5500 COVID RELIEF & STEM MAPLE INTERMEDIATE PTA 24101 MAPLE RIDGE RD NORTH OLMSTED OH 44070 237252922 501(C)(3) 7500 COVID RELIEF MARGUERITA PARENT TEACHER ASSOCIATION 1603 S MARGUERITA AVE ALHAMBRA CA 91803 956208112 501(C)(3) 9060 COVID RELIEF, STEM, & HEALTHY HYDRATION MIAMI DADE COUNTY COUNCIL OF PTASPTSAS 1450 NE 2ND AVENUE STE 103 MIAMI FL 33132 237101302 501(C)(3) 18000 COVID RELIEF & LITERACY MILFORD COUNCIL OF PTAS 70 WEST RIVER STREET MILFORD CT 06460 061492524 501(C)(3) 15000 COVID RELIEF MONTA JANE AKIN ELEMENTARY PTA 3261 BARLEY ROAD LEANDER TX 78641 821315395 501(C)(3) 8500 COVID RELIEF & STEM MOUNTAIN VIEW SCHOOL PTA 18302 W BURTON AVE WADDELL AZ 85355 473134628 501(C)(3) 7500 COVID RELIEF NAUMANN ELEM PTA 1201 BRIGHTON BEND CEDAR PARK TX 78613 742880446 501(C)(3) 7500 COVID RELIEF NORTH CAROLINA CONGRESS OF PARENTS AND TEACHERS INC 3501 GLENWOOD AVE RALEIGH NC 27612 560340503 501(C)(3) 10000 GATES GRANT OAK GROVE ELEMENTARY PTA 1301 W 104TH ST BLOOMINGTON MN 55431 237010901 501(C)(3) 7500 COVID RELIEF OHIO STATE PTA 40 NORTHWOODS BLVD SUITE A COLUMBUS OH 43235 314351810 501(C)(3) 10000 GATES GRANT OLD VAIL MIDDLE SCHOOL PTSA 13299 E COLOSSAL COVE RD VAIL AZ 85641 860847349 501(C)(3) 7500 COVID RELIEF PASADENA COUNCIL OF PTAS 351 S HUDSON AVE PASADENA CA 91101 951859721 501(C)(3) 15000 COVID RELIEF PAUBA VALLEY ELEMENTARY SCHOOL PTA 33125 REGINA DRIVE TEMECULA CA 92592 330716402 501(C)(3) 8500 COVID RELIEF & STEM PAUL DUKE STEM PTSA 5850 PEACHTREE INDUSTRIAL BLVD NORCROSS GA 300711413 831037558 501(C)(3) 7500 COVID RELIEF PLYMOUTH PARENT-TEACHER ASSOCIATION 1300 BOLEY STREET MONROVIA CA 91016 237011121 501(C)(3) 6000 COVID RELIEF & STEM REDLAND ELEMENTARY PTA 24501 SW 162 AVENUE HOMESTEAD FL 33031 237101296 501(C)(3) 6000 COVID RELIEF & HEALTHY HYDRATION ROOSEVELT PTA 8365 2900 YEW ST BELLINGHAM WA 98226 911109492 501(C)(3) 7500 COVID RELIEF ROSEWAY HEIGHTS MIDDLE SCHOOL PTA 7334 NE SISKIYOU ST PORTLAND OR 97213 936039399 501(C)(3) 7500 COVID RELIEF ROUND ROCK ISD COUNCIL OF PTAS PO BOX 1746 ROUND ROCK TX 78680 742314138 501(C)(3) 20000 COVID RELIEF SCOTT LIBBY PTA 18701 W THOMAS RD LITCHFIELD PARK AZ 85340 900329147 501(C)(3) 7500 COVID RELIEF SIXTH DISTRICT PTA 1290 RIDDLER PARK DR M/C 214 SAN JOSE CA 95131 941384646 501(C)(3) 20000 COVID RELIEF SOLAR BOYS PTA 1802 MOSER AVE DALLAS TX 75206 832484236 501(C)(3) 6000 COVID RELIEF & LITERACY SOUTH CAROLINA PTA DISTRICT 13 1345 WILSON HALL ROAD SUMTER SC 29150 570873489 501(C)(3) 15000 COVID RELIEF SOUTH SIDE HIGH SCHOOL PTSA 140 SHEPHERD ST ROCKVILLE CENTRE NY 11570 116039007 501(C)(3) 7500 COVID RELIEF SUMMITT ELEMENTARY PTA 12207 BRIGADOON LANE AUSTIN TX 78727 746085722 501(C)(3) 6000 COVID RELIEF & STEM TENNESSEE STATE PTA 1905 ACKLEN AVENUE NASHVILLE TN 37212 620522039 501(C)(3) 12500 GATES GRANT TIMPANOGOS COUNCIL PTA 1450 N 200 E OREM UT 84057 870637507 501(C)(3) 20000 COVID RELIEF TRUMBULL PTSA COUNCIL 6254 MAIN STREET TRUMBULL CT 06611 061272963 501(C)(3) 15000 COVID RELIEF WARREN TOWNSHIP COUNCIL OF PTAS 975 N POST RD INDIANAPOLIS IN 462195545 237077293 501(C)(3) 20000 COVID RELIEF 48 0 PART I, LINE 2: THE ORGANIZATION REQUIRES ALL GRANTEES TO SUBMIT EXPENSE REIMBURSEMENT REPORTS AND RESPECTIVE RECEIPTS FOR ALL USES OF GRANT MONIES. X X X X 0 0 0 0 0 0 0 1 0 NATHAN MONELL EXECUTIVE DIRECTOR 306874 0 40745 0 0 0 18685 0 25390 0 391694 0 0 0 ELIZABETH RORICK DEPUTY EXECUTIVE DIRECTOR 210690 0 0 0 0 0 12536 0 26794 0 250020 0 0 0 JAMES THOMASELL CFO 206697 0 0 0 0 0 13067 0 28620 0 248384 0 0 0 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 225759 0 0 0 0 0 13512 0 2966 0 242237 0 0 0 PAUL RENSTED HUMAN RESOURCES OFFICER 161567 0 0 0 0 0 9900 0 9773 0 181240 0 0 0 LAWANDA TONEY DIRECTOR 148541 0 0 0 0 0 9391 0 16824 0 174756 0 0 0 HELEN WESTMORELAND DIRECTOR 134045 0 0 0 0 0 8555 0 25116 0 167716 0 0 0 AMY SHELDON DIRECTOR 145907 0 0 0 0 0 8940 0 8932 0 163779 0 0 0 LAURA HUFF DIRECTOR 129972 0 0 0 0 0 0 0 25354 0 155326 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. DUE TO THE COVID CRISIS, THE 2021 NATIONAL PTA CONVENTION WAS HELD VIRTUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE 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 HIMSELF/HERSELF 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 OF THE REVIEW WAS DOCUMENTED IN BOARD MINUTES. THE MOST RECENT REVIEW TOOK PLACE IN JUNE 2020. 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 CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 93,124. MANAGEMENT AND GENERAL EXPENSES 16,655. FUNDRAISING EXPENSES 13,050. TOTAL EXPENSES 122,829. CONVENTION SERVICES: PROGRAM SERVICE EXPENSES 1,512,374. MANAGEMENT AND GENERAL EXPENSES 85,530. FUNDRAISING EXPENSES 46,055. TOTAL EXPENSES 1,643,959. FORM 990, PART X, LINE 24: ON APRIL 21, 2020, THE NATIONAL PTA RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $737,400 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLED FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. IN ACCORDANCE WITH THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE NATIONAL PTA RECEIVED NOTIFICATION IN DECEMBER 2020 THAT IT MET THE CONDITIONS FOR FORGIVENESS IN FULL OF THE LOAN BY THE SMALL BUSINESS ADMINISTRATION. THE NATIONAL PTA RECORDED REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. ON FEBRUARY 16, 2021, THE NATIONAL PTA ENTERED INTO A FIVE-YEAR PROMISSORY NOTE AGREEMENT IN THE AMOUNT OF $1,099,970 WITH A 1% FIXED INTEREST RATE UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLED FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE, UNLESS OTHERWISE FORGIVEN. IN ACCORDANCE WITH THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE NATIONAL PTA RECEIVED NOTIFICATION IN OCTOBER 2021 THAT IT MET THE CONDITIONS FOR FORGIVENESS IN FULL OF THE LOAN BY THE SMALL BUSINESS ADMINISTRATION. THE NATIONAL PTA RECORDED REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. NATIONAL PTA PROPERTIES LLC 1250 N PITT STREET ALEXANDRIA VA 22314 272442385 MANAGEMENT OF RENTAL PROPERTIES DE 1033738 9136979 NPTA THE ENDOWMENT FUND OF THE NAT'L CONGRESS OF PARENTS & TEACHERS 1250 N PITT STREET ALEXANDRIA VA 22314 366067371 SUPPORT OF NATIONAL PTA IL 501(C)(3) LINE 12A, 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 57292 ACTUAL AMOUNT THE ENDOWMENT FUND OF THE PTA L 12997 EMPLOYEE TIME ALLOCATION THE ENDOWMENT FUND OF THE PTA Q 3643 OVERHEAD EXPENSE ALLOCATION