2026-01-28T07:36:41-06:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 362169155 National Congress of Parents & Teachers NATI 7035181200 1250 N Pitt Street Alexandria VA 223145604 Howard Berman Executive Director 7035181200 2026-01-27 1 1 Yong Zhang CPA P01249785 7038930300 2026-01-26 2024 2025-03-06 01:10:19Z National PTA Howard Berman 1250 N Pitt Street Alexandria VA 223145604 30382717 0 X www.pta.org X 1897 DC See Part III, Line 1. 22 22 55 20000 -31517 0 15031765 24648975 126838 147293 616163 361130 143687 -93209 15918453 25064189 816509 1794775 0 0 6997350 7785565 0 0 763698 6888205 12794383 14702064 22374723 1216389 2689466 20444364 22225307 9253204 8105342 11191160 14119965 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 14994250 1789220 18750 Center for Family Engagement: 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. 4,592 PTAs participated in 16 different programmatic opportunities and were awarded a total of $1,336,250 in funding by National PTA. 1279765 480 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, such as a membership initiative called Membership Mania and an online series called Membership Minute. As per the Strategic Plan, continued to look at the structure of PTA to identify initiatives and potential changes to strengthen the support provided to PTA's constituent associations.Training: Provided training for our members from experts in nonprofit management, family engagement, 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 90 instructor-led trainings and webinars. Developed digital courses for more than 6000 registrants. 1073912 3036 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. 424176 128543 Meetings: National PTA facilitated a gathering of the National PTA leadership, its membership, and strategic partners at National PTA's virtual Legislative Conference (March 2025) and virtual Annual Convention (June 2025). National PTA's 2025 Legislative Conference provided training and support to PTA leaders to advocate on behalf of all children. National PTA's 2025 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 2025) 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. 862835 2039 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 billion media impressions. In 2025, we were recognized with five TRENDY Awards from Association Trends, including a bronze award for our Blueprint for Parent Leaders to Take Action on Gun Violence Prevention in the Best Advocacy Campaign category and four silver awards for our Weekend Update newsletter in the Best Daily or Weekly Communication category, our Thrive online learning community in the Best eLearning & Live Training category, our Leadership Briefing newsletter in the Best Monthly Newsletter or Communication category and our Notes from the Backpack podcast in the Best Podcast category. 1287011 2039 128543 18634938 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 47 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 6000 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 (To 06/25) 1.00 X 0 0 0 Gauri Binup Board Member (From 09/24) 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 (To 09/24) 1.00 X 0 0 0 Helena Miller Board Member (From 06/25) 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 (To 06/25) 1.00 X 0 0 0 Sergio Chavez Board Member (To 09/24) 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 Dee Hensley-Maclean Board Member (From 06/25) 1.00 X 0 0 0 Jennifer Martinez Board Member 1.00 X 0 0 0 Stacey Mollinet Board Member (From 09/24) 1.00 X 0 0 0 Jeff Price Board Member (To 09/24) 1.00 X 0 0 0 Diane Velasco Hyland Board Member (From 11/24) 1.00 X 0 0 0 Nathan Monell Executive Director (To 04/25) 34.50 3.00 X 408230 0 62282 James Thomasell CFO 34.50 3.00 X 248391 0 52267 Howard Berman Executive Director (From 05/25) 34.50 3.00 X 0 0 0 Amy Lorenz Deputy Executive Director 37.50 X 255392 0 51056 Elizabeth Rorick Deputy Executive Director 37.50 X 243033 0 51056 Paul Rensted HR Officer 23.95 X 188710 0 0 Helen Westmoreland Director, Family Engagement 37.50 X 158795 0 34058 Laura Huff Director, Finance 37.50 X 152264 0 31646 Kristina Carey Head of Corporate Alliances 37.50 X 156244 0 31782 Kristen Johnson Director, Education & Leadership 37.50 X 145262 0 29966 Courtney Kissell Director, Programs (To 09/24) 37.50 X 151477 0 35119 2113798 0 379232 19 0 1 0 The Pels Law Firm LLC 4845 Rugby Ave 3rd Floor Bethesda MD 20814 Legal 266765 Kelly Langston 3904 Katie Drive Greensboro NC 27410 Program Administration 169341 Edge Research 1560 Wilson Blvd Ste 475 Arlington VA 22209 Research & Analysis 140100 Protech Associates 5457 Twin Knolls Rd Ste 400 Columbia MD 21045 Database Development & Management 133188 Barnes & Thornburg One North Wacker Drive Ste 4400 Chicago IL 60606 Legal 120001 7 5616284 19032691 7953966 24648975 Conferences 900099 82710 82710 Advertising 541800 45833 45833 Subscriptions 900099 18750 18750 147293 337355 337355 43233 43233 328954 487024 -158070 -158070 -77350 -80720 4855279 4831504 23775 23775 23775 Other Income 900099 21628 21628 21628 25064189 101460 -31517 345271 1794775 1794775 1647988 1113484 395660 138844 4605984 3112090 1105836 388058 243596 164589 58484 20523 871328 588724 209195 73409 416669 281527 100037 35105 202373 67052 135321 36547 36547 17431 17431 1922499 1854369 62678 5452 103136 98107 146 4883 372086 339118 18257 14711 817703 654805 123927 38971 134126 134126 297799 255442 41697 660 217598 167254 46473 3871 132507 132507 500525 144588 335695 20242 45783 21387 21596 2800 Donated goods 7953966 7938628 15338 Membership dues 38479 37696 96 687 Bad debt expense 1825 1303 378 144 22374723 18634938 2976087 763698 1342449 5069400 849695 475000 1543121 1239364 312732 287829 14350958 5915379 8668439 8435579 5623429 6191160 2104499 526975 20444364 22225307 1709884 686225 465429 1679132 3368459 2928779 3709432 2811206 9253204 8105342 X 9264238 12368758 1926922 1751207 11191160 14119965 20444364 22225307 2689466 239339 0 X X 0 1 X 1 0 X 7467582 12545200 12649765 15031765 24648075 72342387 7467582 12545200 12649765 15031765 24648075 72342387 6635750 65706637 168752 221960 180220 466135 380588 1417655 35029 531 22612 269606 21628 349406 74109448 1692206 0.88660 0.92650 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2020 Amount: $ 35,029. 2021 Amount: $ 531. 2022 Amount: $ 22,612. 2023 Amount: $ 269,606. 2024 Amount: $ 21,628. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7187 196215 203402 22658345 22861747 1000000 250000 0 0 864961 805604 885103 1000000 3555668 5333502 209258 146002 374839 203402 933501 216240 201401 221276 250000 888917 1333376 4462 4991 14088 7187 30728 874383 76647 19239 931791 833701 57961 17279 874383 805264 47324 18887 833701 889061 -63112 20685 805264 824688 78803 14430 889061 0.55430 0.44570 0 1 1 1822366 1822366 10051502 3841230 6210272 1618198 1347782 270416 858892 726367 132525 8435579 Security deposits 23237 Lease liability - operating lease 517097 Due to related entities 62350 Loans payable to endowment fund 2208522 2811206 X 26638005 239339 157500 487024 883863 25754142 17431 -707384 -689953 25064189 23033766 157500 487024 644524 22389242 17431 -31950 -14519 22374723 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 487,024. Part XI, Line 4b - Other Adjustments: Related Parties Revenue Eliminations -707,384. Part XII, Line 2d - Other Adjustments: Rental expenses reported on line 6b 487,024. Part XII, Line 4b - Other Adjustments: Related Parties Expense Eliminations -31,950. 1 Aldrin PTA 617 Boxwood Drive Schaumberg IL 60193 363293490 501(c)(3) 11500 0 PTA Connected: Ready, Tech, Go! Internet Safety Grant & Event Brumby ES PTA 815 Terrell Mill Rd Marietta GA 30067 586072372 501(c)(3) 11500 0 PTA Connected: Ready, Tech, Go! Internet Safety Grant & Event Denton HS PTSA 3001 Bronco Way Denton TX 76207 752438456 501(c)(3) 18000 0 PTA Connected: Create with Kindness - Internet Safety Grant & Event Doyle Elementary PTA 3950 Berino Court San Diego CA 92122 330499990 501(c)(3) 11500 0 PTA Connected: Ready, Tech, Go! Internet Safety Grant & Event Idaho PTA 1655 W Fairview Ave Ste 109 Boise ID 83702 237100675 501(c)(3) 10000 0 State Membership Capacity Grant Indiana PTA 6901 E 10th Street Suite E Indianapolis IN 46219 621514603 501(c)(3) 10000 0 State Membership Capacity Grant Lynbrook North PTA 529 Merrick Road Lynbrook NY 11563 116037183 501(c)(3) 6750 0 PTA Connected: Be Internet Awesome - Internet Safety Grant Maine PTA 42 Damon Pasture Lane Lakeville ME 04487 010468475 501(c)(3) 10000 0 State Membership Capacity Grant Marietta High School PTSA 1171 Whitlock Ave SW Marietta GA 30064 352447609 501(c)(3) 15000 0 PTA Connected: Create with Kindness - Internet Safety Grant & Event Mata Montessori PTA 7420 La Vista Dr Dallas TX 75214 471605637 501(c)(3) 11500 0 PTA Connected: Ready, Tech, Go! Internet Safety Grant & Event Michigan PTA 900 Wilshire 202 Troy MI 48084 381525921 501(c)(3) 10000 0 State Membership Capacity Grant Minnesota PTA 1667 Snelling Ave North St Paul MN 55108 410706117 501(c)(3) 10000 0 State Membership Capacity Grant Montana PTA PO Box 1269 Laurel MT 59044 816016977 501(c)(3) 10000 0 State Membership Capacity Grant North Carolina PTA 3501 Gelenwood Ave Raleigh NC 27612 560340503 501(c)(3) 10000 0 State Membership Capacity Grant North Dakota PTA 3523 45th Street S 168 Fargo ND 58104 474140198 501(c)(3) 10000 0 State Membership Capacity Grant Pasco County Advocates PTA 7227 Land O Lakes Blvd Land O Lakes FL 34638 853931881 501(c)(3) 20000 0 PTA Connected: Screen Smart - Internet Safety Grant & Event RRISD Council of PTAs PO Box 1746 Round Rock TX 78680 742314138 501(c)(3) 20000 0 PTA Connected: Screen Smart - Internet Safety Grant & Event Shorecliffs Middle School PTSA 240 Via Socorro San Clemente CA 92672 330122045 501(c)(3) 6750 0 PTA Connected: Be Internet Awesome - Internet Safety Grant South Dakota PTA 411 East Capitol Pierre SD 57501 460272339 501(c)(3) 10000 0 State Membership Capacity Grant Utah PTA 5192 Greenpine Drive Salt Lake City UT 84123 870450950 501(c)(3) 10000 0 State Membership Capacity Grant Ventura Council of PTAs 1440 E Main Street Ventura CA 93001 237034606 501(c)(3) 6000 0 STEM + Families Science Festival 21 0 Part I, Line 2: National PTA provides hands-on technical assistance to grantees by responding to individual grantee questions via email, hosting regular conference calls with grantees, 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 0 0 Nathan Monell Executive Director (To 04/25) 403590 0 0 0 4640 0 30500 0 31782 0 470512 0 0 0 Amy Lorenz Deputy Executive Director 252254 0 0 0 3138 0 21268 0 29788 0 306448 0 0 0 James Thomasell CFO 244950 0 0 0 3441 0 20485 0 31782 0 300658 0 0 0 Elizabeth Rorick Deputy Executive Director 240113 0 0 0 2920 0 21268 0 29788 0 294089 0 0 0 Helen Westmoreland Director, Family Engagement 157158 0 0 0 1637 0 13598 0 20460 0 192853 0 0 0 Paul Rensted HR Officer 188710 0 0 0 0 0 0 0 0 0 188710 0 0 0 Kristina Carey Head of Corporate Alliances 154657 0 0 0 1587 0 0 0 31782 0 188026 0 0 0 Courtney Kissell Director, Programs (To 09/24) 106999 0 0 0 44478 0 7374 0 27745 0 186596 0 0 0 Laura Huff Director, Finance 150685 0 0 0 1579 0 0 0 31646 0 183910 0 0 0 Kristen Johnson Director, Education & Leadership 143671 0 0 0 1591 0 9443 0 20523 0 175228 0 0 0 X 2,619,709 Pilot Pens 1 7540128 FMV X 9,0000 Smoke Detector Units 1 306000 FMV X One Year Norton 360 Subscriptions 1 100000 FMV X 600 Convention Supplies 1 7838 FMV 0 1 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 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 1092493 8106600 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 1 0 0 0 0 0 The Endowment Fund of the PTA E 1700000 Loan to NPTA