2019-04-10T07:00:14-05:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 362169155 NATIONAL CONGRESS OF PARENTS & TEACHERS NATI 7035181200 1250 N PITT STREET ALEXANDRIA VA 22314 NATHAN MONELL EXECUTIVE DIRECTOR 7035181200 2019-04-10 1 AMY BOLAND CPA P01329488 3019519090 75.103.231.202 2019-04-10 08:00:02 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 981DD7ACBC606C3C3562579832A13CC83ACA1B41 2017 2019-02-21 02:37:17Z NATIONAL PTA NATHAN MONELL 1250 N PITT STREET ALEXANDRIA VA 22314 11836603 0 X WWW.PTA.ORG X 1897 DC SEE PART III, LINE 1. 25 25 68 36 97550 -149054 10552979 10383414 927645 692447 143197 295936 -400121 -271613 11223700 11100184 575710 408738 0 0 6472763 6985648 0 0 789212 4711151 4848702 11759624 12243088 -535924 -1142904 21800597 20504070 7576027 7062909 14224570 13441161 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. 0 0 2780984 686 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. 2127536 335286 287388 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. 1719730 3000 405059 MEETINGS: FACILITATED THE GATHERING OF THE NATIONAL PTA LEADERSHIP, ITS MEMBERSHIP, AND STRATEGIC PARTNERS AT THE ANNUAL MEETING AND CONVENTION, WHICH IS ROTATED AROUND THE COUNTRY. ALSO FACILITATED THE 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 HOSTED ANNUAL LEGISLATIVE CONFERENCE TO ADVOCATE ON BEHALF OF ALL CHILDREN. 1552159 69766 ADVOCACY: ADVOCATED POLICIES THAT BENEFIT CHILDREN AND FAMILIES VIA DISSEMINATION OF ITS PUBLIC POLICY AGENDA AND ISSUE BRIEFS, LOBBYING IN SUPPORT OR OPPOSITION TO PROPOSED FEDERAL LEGISLATION, REGULATIONS, AND RULEMAKING, PARTICIPATION IN PROGRAMS, TRAINING AND MONITORING LEGISLATION. 1067582 COMMUNICATIONS: CONVEYED THE ASSOCIATION'S INTERNAL AND EXTERNAL MESSAGES. HELPED THE ASSOCIATION EXPLAIN THE MISSION AND COMBINES ITS MANY VISIONS AND VALUES INTO A COHESIVE MESSAGE TO MEMBERS, LEADERSHIP, PARTNERS AND SPONSORS. 2619741 69766 9247991 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 1 0 0 0 1 1 1 1 0 0 1 53 0 1 68 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 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 JIM ACCOMANDO PRESIDENT 20.00 0.00 X X 3000 0 0 LESLIE BOGGS PRESIDENT-ELECT 20.00 0.00 X X 0 0 0 MARQUES A IVEY V.P. OF ADVOCACY 10.00 0.00 X X 0 0 0 ANNA KING V.P. OF MEMBERSHIP 10.00 0.00 X X 0 0 0 DENISE SULTZ SECRETARY-TREASURER 10.00 1.00 X X 0 0 0 ROXANNE RHINEHART BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 CHARLES SCOTT BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 DONALD DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 TINA HARTMAN BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL BERIAULT BOARD MEMBER 1.00 0.00 X 0 0 0 GABRIEL UNRUH BOARD MEMBER 1.00 0.00 X 0 0 0 AMY ARNESS BOARD MEMBER 1.00 0.00 X 0 0 0 JUDE BRUNO BOARD MEMBER 1.00 0.00 X 0 0 0 KRIS GARST BOARD MEMBER 1.00 0.00 X 0 0 0 HEATHER GILLETTE BOARD MEMBER 1.00 0.00 X 0 0 0 DARLENE HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 LEON HOBBS BOARD MEMBER 1.00 0.00 X 0 0 0 JESUS HOLGUIN BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 IAN MACDONALD BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 ESTHER PARKER BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 JUSTIN RABER BOARD MEMBER 1.00 0.00 X 0 0 0 COLIN ROBINSON BOARD MEMBER 1.00 0.00 X 0 0 0 LINDA SHILLER-CORMANY BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 TONY BENNETT SHIVERS BOARD MEMBER 1.00 0.00 X 0 0 0 LANA AJEMIAN BOARD MEMBER (UNTIL 6/23/18) 1.00 0.00 X 0 0 0 JOSEPH CIRASUOLO BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTIAN MAYER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFERY CORBETT BOARD MEMBER (FROM 6/23/18) 1.00 0.00 X 0 0 0 FRANCES FROST BOARD MEMBER (FROM 6/23/18) 1.00 0.00 X 0 0 0 TRACI PETTEWAY BOARD MEMBER (FROM 6/23/18) 1.00 0.00 X 0 0 0 CHASE THOMAS BOARD MEMBER (FROM 6/23/18) 1.00 0.00 X 0 0 0 ALISON TURNER BOARD MEMBER 1.00 0.00 X 0 0 0 NATHAN MONELL EXECUTIVE DIRECTOR 34.50 3.00 X 299274 0 36789 JAMES THOMASELL CFO 32.50 5.00 X 185070 0 28619 ELIZABETH RORICK DEPUTY EXECUTIVE DIRECTOR 37.50 0.00 X 187627 0 27959 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 36.50 1.00 X 195905 0 13881 KARIN KIRCHOFF DEPUTY EXEC. DIR. (UNTIL 7/31/17) 37.50 0.00 X 122277 0 7540 MARY PAT KING DIRECTOR 37.50 0.00 X 137905 0 20405 LAWANDA TONEY DIRECTOR 37.50 0.00 X 130003 0 23528 AMY SHELDON DIRECTOR 37.50 0.00 X 129310 0 15898 SANDRA ARMENTA DIRECTOR 37.50 0.00 X 123723 0 22668 1514094 0 197287 14 0 1 0 MAY CONSTRUCTION GROUP LLC 6900 WISCONSIN AVE 307 CHEVY CHASE MD 20815 BUILDING REMODELING/CONSTRUCTION 188191 BARNES & THORNBURG LLP 1717 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 LEGAL SERVICES 138787 2 7868648 269108 2245658 61022 10383414 CONVENTION 900099 405059 405059 ADVERTISING 900099 273088 273088 SUBSCRIPTIONS 900099 14300 14300 692447 271520 271520 60050 60050 255074 597473 -342399 -342399 -175538 -166861 163362 138946 24416 24416 24416 MISCELLANEOUS 900099 10736 10736 10736 11100184 419359 97550 199861 408738 408738 983422 97351 843094 42977 4886089 3818332 673762 393995 181754 153277 13249 15228 542742 405349 93696 43697 391641 265745 96443 29453 132057 8941 123116 63992 56492 7500 36675 36675 1014186 900237 88735 25214 14591 14591 424254 266150 102980 55124 486592 164603 321281 708 249000 84169 164831 1034198 881871 130510 21817 504796 408957 86501 9338 131450 131450 491559 491559 42678 3199 39479 ALLOCATION OF G&A 0 1273141 -1414050 140909 REPAIRS & MAINTENANCE 109533 109533 DONATED GOODS 61022 61022 MEMBERSHIP DUES 32318 32318 19801 16549 3252 12243088 9247991 2205885 789212 4411299 1766223 53042 199952 300000 829220 1134020 123163 45041 14144419 3821484 10388998 10322935 5871438 6462259 123437 273640 21800597 20504070 1473096 1130142 104304 232890 5976912 5649841 21715 50036 7576027 7062909 X 12934016 12145082 774063 779588 516491 516491 14224570 13441161 21800597 20504070 -1142904 359495 0 X 0 1 X 1 0 X 1903484 10776071 11119347 10552979 10383414 44735295 1903484 10776071 11119347 10552979 10383414 44735295 509720 44225575 362982 908274 746837 411676 429467 2859236 1047 3363 21638 169469 10736 206253 47800784 2093254 0.92520 0.91680 X SCHEDULE A, PART II: INFORMATION REPORTED IN 2013 FORM YEAR IS FOR THE SIX MONTH PERIOD 01/01/2014 - 06/30/2014. 13375 369594 382969 11738663 12121632 756082 189021 0 0 705414 656511 733455 756082 2851462 4277193 266696 362698 360207 382969 1372570 176354 164128 183364 189021 712867 1069301 10521 12729 12364 13375 48989 750737 51774 7545 794966 699716 59145 8124 750737 709439 1364 11087 699716 700014 13425 4000 709439 683069 16945 700014 0.00000 0.65000 0.35000 0 0 1822366 1822366 10335259 2778006 7557253 1022671 831352 191319 964123 212126 751997 10322935 SECURITY DEPOSITS 50036 50036 X 12375807 359495 75905 1109331 1544731 10831076 269108 269108 11100184 13018372 75905 968487 1044392 11973980 269108 269108 12243088 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, 2018 AND 2017, 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 COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 597,473. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. NPTA ENDOWMENT FUND REVENUE INCLUDED IN THE 511,858. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM NPTA FORM 990 REPORTING. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT FROM NPTA ENDOWMENT FUND ELIMINATED IN THE 269,108. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON NPTA'S FORM 990. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 597,473. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. NPTA ENDOWMENT FUND EXPENSES INCLUDED IN THE 371,014. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM NPTA FORM 990 REPORTING. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT FROM NPTA ENDOWMENT FUND ELIMINATED IN THE 269,108. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON NPTA'S FORM 990. 1 TEXAS STATE PTA 408 WEST 11TH STREET AUSTIN TX 78701 741054403 501(C)(3) 15000 LYSOL GRANT NEW YORK STATE PTA ONE WEMBLEY COURT ALBANY NY 12205 141338466 501(C)(3) 7700 CHRYSLER GRANT & BAYER STEM GRANT CALIFORNIA STATE PTA 2327 L STREET SACRAMENTO CA 95816 951683870 501(C)(3) 8000 SMART TALK GRANT NORTH CAROLINA STATE PTA 3501 GLENWOOD AVE RALEIGH NC 27612 560340503 501(C)(3) 6000 FACEBOOK INSIGHTS GRANT VIRGINIA STATE PTA 1027 WILMER AVENUE RICHMOND VA 23227 540542801 501(C)(3) 7000 LIFELOCK GRANT & BAYER STEM GRANT MASSACHUSETTS STATE PTA 405 WALTHAM STREET BOX 147 LEXINGTON MA 02421 042121359 501(C)(3) 9000 LIFELOCK GRANT, LEARNING HEROES GRANT, & MACU GRANT GEORGIA STATE PTA 114 BAKERS STREET NE SUITE 228 ATLANTA GA 30308 580600851 501(C)(3) 9500 COMMON CORE STATE STANDARDS INITIATIVE GRANT, GOOGLE GRANT, LIFELOCK GRANT, LEARNING HEROES GRANT & MACU GRANT TENNESSEE STATE PTA 1905 ACKLEN AVENUE NASHVILLE TN 37212 620522039 501(C)(3) 9000 BAYER STEM GRANT & LEARNING HEROES GRANT WEST VIRGINIA STATE PTA PO BOX 3577 PARKERSBURG WV 26103 550392577 501(C)(3) 11000 BAYER STEM GRANT & COMMON CORE STATE STANDARDS INITIATIVE GRANT OHIO STATE PTA 40 NORTHWOODS BLVD SUITE A COLUMBUS OH 43235 314351810 501(C)(3) 8600 BAYER STEM GRANT & COMMON CORE STATE STANDARDS INITIATIVE GRANT WISCONSIN STATE PTA 4797 HAYES ROAD SUITE 102 MADISON WI 53704 390841949 501(C)(3) 7000 COMMON CORE STATE STANDARDS INITIATIVE GRANT MICHIGAN STATE PTA PO BOX 510535 LIVONIA MI 48151 381525921 501(C)(3) 7000 COMMON CORE STATE STANDARDS INITIATIVE GRANT NEW JERSEY STATE PTA 8 QUAKER BRIDGE PLAZA SUITE F MERCERVILLE NJ 08619 210649035 501(C)(3) 11000 COMMON CORE STATE STANDARDS INITIATIVE GRANT & BAYER STEM GRANT PENNSYLVANIA STATE PTA 4804 DERRY STREET HARRISBURG PA 14111 231352263 501(C)(3) 7500 GATES GRANT 14 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 275649 0 23625 0 0 0 15385 0 21404 0 336063 0 0 0 JAMES THOMASELL CFO 185070 0 0 0 0 0 10679 0 17940 0 213689 0 0 0 ELIZABETH RORICK DEPUTY EXECUTIVE DIRECTOR 187627 0 0 0 0 0 10507 0 17452 0 215586 0 0 0 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 195905 0 0 0 0 0 10831 0 3050 0 209786 0 0 0 MARY PAT KING DIRECTOR 137905 0 0 0 0 0 4217 0 16188 0 158310 0 0 0 LAWANDA TONEY DIRECTOR 130003 0 0 0 0 0 7567 0 15961 0 153531 0 0 0 PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). X GAMES 1 53890 FMV X T-SHIRTS 1 7132 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 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 2018. 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. NATIONAL PTA PROPERTIES LLC 1250 N PITT STREET ALEXANDRIA VA 22314 272442385 MANAGEMENT OF RENTAL PROPERTIES DE 980304 10189166 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 269108 ACTUAL AMOUNT THE ENDOWMENT FUND OF THE PTA L 15796 EMPLOYEE TIME ALLOCATION THE ENDOWMENT FUND OF THE PTA Q 4287 OVERHEAD EXPENSE ALLOCATION