2025-01-31T08:40:05-06:00 2024-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-07-01 362169155 National Congress of Parents & Teachers NATI 7035181200 1250 N Pitt Street Alexandria VA 223145604 Nathan Monell Executive Director 7035181200 2025-01-29 1 1 Yong Zhang CPA P01249785 7038930300 2025-01-28 2023 2025-03-06 01:10:19Z National PTA Nathan Monell 1250 N Pitt Street Alexandria VA 223145604 19479858 0 X www.pta.org X 1897 DC See Part III, Line 1. 22 22 55 20000 -95855 0 12649765 15031765 244339 126838 30542 616163 -60608 143687 12864038 15918453 1146875 816509 0 0 6549991 6997350 0 0 670176 5269216 6888205 12966082 14702064 -102044 1216389 18469790 20444364 8295546 9253204 10174244 11191160 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 5794033 808071 17500 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 and support to implement National PTA programs at the state and local level. Provided robust online resources to help leaders refine their skills and shed light on areas supporting local PTA units. National PTA offered awards and grants to support PTAs as they engage families, support student success, and increase access in the areas of arts, digital safety, and well-being and healthy lifestyles. National PTA awarded 556 grants with a total of $702,500 in funding. 2247308 400 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 our network while also providing targeted support for district, council, region and state PTA leaders. 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. Continued to build membership related resources that tie PTA value to membership, example a series called Membership Minute. As per the Strategic Plan, continued to look at the structure of PTA to identify next steps in a potential change.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 3000 registrants. 1230297 5038 Advocacy: In partnership with key Administration 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. 782009 3000 108505 Meetings: National PTA facilitated a gathering of the National PTA leadership, its membership, and strategic partners at National PTA's in-person Legislative Conference (March 2024) and virtual Annual Convention (June 2024). National PTA's 2024 Legislative Conference provided training and support to PTA leaders to advocate on behalf of all children. National PTA's 2024 virtual Convention included informative general sessions and association business, as well as educational workshops and networking opportunities. National PTA also conducted an in-person National Governance Retreat (September 2023) 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. 805087 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 3 billion media impressions. In 2024, we received a Bronze TRENDY award from Association Trends for our Membership Minute videos. We also won a Silver 2024 TRENDY award for our Notes From the Backpack podcast. 1587096 3000 108505 10858734 1 0 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 58 0 1 55 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 20.00 X X 0 0 0 William Datema President-Elect 20.00 X X 0 0 0 Shaton Berry Secretary-Treasurer 20.00 X X 0 0 0 Rose Acerra Vice President of Advocacy 20.00 X X 0 0 0 Charles Scott Vice President of Membership 20.00 X X 0 0 0 Suzi Kennon Board Member 1.00 X 0 0 0 Rachel Burke Board Member 1.00 X 0 0 0 Alyssa Cutrona Board Member 1.00 X 0 0 0 Jenny Fuentes Board Member 1.00 X 0 0 0 Robert Motley Board Member 1.00 X 0 0 0 Dana Platin Board Member 1.00 X 0 0 0 Angi Gonzales-Carver Board Member 1.00 X 0 0 0 Teri Quinn Gray Board Member 1.00 X 0 0 0 Tabatha Rosporoy Board Member 1.00 X 0 0 0 Fidelia Sturdivant Board Member 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 387104 0 60329 James Thomasell CFO 34.50 3.00 X 231764 0 49596 Elizabeth Rorick Deputy Executive Director 37.50 X 246954 0 47294 Amy Lorenz Deputy Executive Director 37.50 X 230704 0 34775 Paul Rensted Human Resources Officer 37.50 X 171081 0 0 Amy Sheldon Resource Development Director 37.50 X 161787 0 22415 Helen Westmoreland Family Engagement Director 37.50 X 149603 0 21210 Courtney Kissell Programs Director 37.50 X 140333 0 39686 Kristen Johnson Training & Development Director 37.50 X 142744 0 19742 Laura Huff Finance Director 37.50 X 146250 0 30145 2008324 0 325192 12 0 1 0 The Pels Law Firm LLC 4845 Rugby Avenue 3rd Floor Bethesda MD 20814 Legal 196953 Edge Research 1560 Wilson Blvd Ste 475 Arlington VA 22209 Research & Analysis 169750 Kate Mehr 31 N Cherry Grove Ave Annapolis MD 21401 Surveys, Interviews, Data Analysis 140825 Edvolve 2612 W Summerside Rd Phoenix AZ 85041 Programmatic Review and Evaluation, Cont 139999 Conference Direct 193 Blue Ravine Rd Ste 190 Folsom CA 95630 Event Management for in-person events 137682 8 5690527 685980 8655258 527688 15031765 Conferences 900099 108505 108505 Subscriptions 900099 17500 17500 Advertising 541800 833 833 126838 100361 100361 53900 53900 311874 491693 -179819 -179819 -96688 -83131 3585514 3069712 515802 515802 515802 Litigation Income 900099 232500 232500 Other Income 900099 37106 37106 269606 15918453 126005 -95855 856538 X 816509 816509 1529671 987203 420501 121967 4152488 2679888 1141505 331095 214255 138274 58898 17083 726291 468726 199655 57910 374645 241784 102989 29872 1122668 1015607 107061 35809 35809 17402 17402 2137717 2057821 70693 9203 139127 137679 948 500 250552 198659 37653 14240 750633 536185 153786 60662 102262 102262 378148 265887 111915 346 353247 267135 84006 2106 151154 151154 527653 161360 345698 20595 40826 19482 18864 2480 Donated pens and Norton 527688 527688 Cancellation fees 289202 289202 Membership dues 40176 35824 3845 507 Bad debt expense 23941 13821 8510 1610 14702064 10858734 3173154 670176 1447785 1342449 699274 849695 1756516 1543121 258097 312732 14075001 5406562 9020757 8668439 3356225 5623429 1931136 2104499 18469790 20444364 956596 1709884 1230185 465429 3789554 3368459 2230864 2319211 1478568 8295546 9253204 X 8720793 9264238 1453451 1926922 10174244 11191160 18469790 20444364 1216389 -199473 0 X X 0 1 X 1 0 X 11407374 7467582 12545200 12649765 15031765 59101686 11407374 7467582 12545200 12649765 15031765 59101686 2693684 56408002 396887 168752 221960 180220 466135 1433954 20720 35029 531 22612 269606 348498 60884138 1635789 0.92650 0.91330 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2019 Amount: $ 20,720. 2020 Amount: $ 35,029. 2021 Amount: $ 531. 2022 Amount: $ 22,612. 2023 Amount: $ 269,606. 14088 360751 374839 14327225 14702064 885103 221276 0 0 709530 864961 805604 885103 3265198 4897797 182673 209258 146002 374839 912772 177383 216240 201401 221276 816300 1224450 6677 4462 4991 14088 30218 833701 57961 17279 874383 805264 47324 18887 833701 889061 -63112 20685 805264 824688 78803 14430 889061 823521 6881 5714 824688 0.59070 0.40930 0 1 1 1822366 1822366 9975502 3523942 6451560 1470963 1223842 247121 806170 658778 147392 8668439 Right-of-use asset - operating lease 1224439 Due from related entities 880060 2104499 Security deposits 23237 Lease liability - operating lease 1264435 Due to related entities 190896 1478568 X 16164148 -199473 491693 292220 15871928 17402 29123 46525 15918453 15209678 491693 491693 14717985 17402 -33323 -15921 14702064 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 491,693. Part XI, Line 4b - Other Adjustments: Related Parties Revenue Eliminations 29,123. Part XII, Line 2d - Other Adjustments: Rental expenses reported on line 6b 491,693. Part XII, Line 4b - Other Adjustments: Related Parties Expense Eliminations -33,323. X X X X 0 0 0 0 0 0 0 1 0 Nathan Monell Executive Director 382710 0 0 0 4394 0 30000 0 30329 0 447433 0 0 0 Elizabeth Rorick Deputy Executive Director 243816 0 0 0 3138 0 20019 0 27275 0 294248 0 0 0 James Thomasell CFO 228323 0 0 0 3441 0 19267 0 30329 0 281360 0 0 0 Amy Lorenz Deputy Executive Director 227784 0 0 0 2920 0 7500 0 27275 0 265479 0 0 0 Amy Sheldon Resource Development Director 160164 0 0 0 1623 0 13182 0 9233 0 184202 0 0 0 Courtney Kissell Programs Director 138765 0 0 0 1568 0 9427 0 30259 0 180019 0 0 0 Laura Huff Finance Director 144704 0 0 0 1546 0 0 0 30145 0 176395 0 0 0 Paul Rensted Human Resources Officer 171081 0 0 0 0 0 0 0 0 0 171081 0 0 0 Helen Westmoreland Family Engagement Director 148005 0 0 0 1598 0 12921 0 8289 0 170813 0 0 0 Kristen Johnson Training & Development Director 141183 0 0 0 1561 0 9384 0 10358 0 162486 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. .99J3 . M*4,89,S,1 X 4,050 1 Yr Norton 360 Subscriptions 1 405000 Fair value X 43,200 Pilot Pens 1 122688 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 2,057,821. Management and general expenses 70,693. Fundraising expenses 9,203. Total expenses 2,137,717. 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 1092803 8365974 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 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 The Endowment Fund of the PTA E 1950000 Loan to NPTA The Endowment Fund of the PTA C 685980 Annual distribution