2017-03-17T07:28:14-05:00 2016-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-07-01 362169155 NATIONAL CONGRESS OF PARENTS & TEACHERS NATI 7035181200 1250 N PITT STREET ALEXANDRIA VA 22314 NATHAN MONELL EXECUTIVE DIRECTOR 7035181200 2017-03-17 1 AMY BOLAND CPA P01329488 3019519090 2015 2021-01-29 14:40:06Z NATIONAL PTA NATHAN MONELL 1250 N PITT STREET ALEXANDRIA VA 22314 13805025 0 X WWW.PTA.ORG X 1897 IL SEE PART III, LINE 1. 28 28 65 250 254871 -107077 10776071 11119347 968932 602162 223617 143377 -465461 -453295 11503159 11411591 398686 300327 0 0 5128530 5817864 0 0 884846 5605858 4012022 11133074 10130213 370085 1281378 21686155 21946793 8595495 7721247 13090660 14225546 X TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; TO RAISE THE STANDARD OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; AND TO FOSTER A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL. 0 0 2467004 295981 408030 PROGRAMS: DEVELOPED NEW PROGRAMS, CURRICULUM AND TOOLKITS THAT ARE ALIGNED WITH THE STRATEGIC PLAN AND ADVANCE 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. 2132859 2846 MEMBER AND FIELD SERVICES: PROVIDED VITAL INFORMATION AND TRAINING TO ASSIST THE NATIONAL PTA LEADERS AND POTENTIAL LEADERS IN DEVELOPING ORGANIZATIONAL AND LEADERSHIP SKILLS AND KNOWLEDGE NEEDED TO BE SUCCESSFUL IN THE NATIONAL PTA AND IN THEIR COMMUNITIES. PROVIDED INFORMATION AND TRAINING TO SUPPORT MEMBERSHIP RETENTION AND GROWTH IN THE TRADITIONAL SETTING AS WELL AS A VARIETY OF OTHER MEMBERSHIP SERVICES. 1434169 186632 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. 982942 1500 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. 883387 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. 1866329 1500 7900361 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 42 0 1 65 1 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA CT 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 LAURA BAY PRESIDENT 20.00 0.00 X X 3000 0 0 JIM ACCOMANDO PRESIDENT-ELECT 20.00 0.00 X X 0 0 0 SHANNON SEVIER VP OF ADVOCACY 10.00 0.00 X X 0 0 0 DEBRA STRAUSS VP OF MEMBERSHIP 10.00 0.00 X X 0 0 0 WAYNE BAUMAN SECRETARY/TREASURER 10.00 1.00 X X 0 0 0 BONNIE CANNON BOARD MEMBER 1.00 0.00 X 0 0 0 ROXANNE RHINEHART BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES SCOTT BOARD MEMBER 1.00 0.00 X 0 0 0 LESLIE BOGGS BOARD MEMBER 1.00 0.00 X 0 0 0 DONALD DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 ENRIQUE ESCALLON BOARD MEMBER 1.00 0.00 X 0 0 0 TINA HARTMAN BOARD MEMBER 1.00 0.00 X 0 0 0 YVONNE JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 ANNA KING BOARD MEMBER 1.00 0.00 X 0 0 0 DON ROMOSER BOARD MEMBER 1.00 0.00 X 0 0 0 BRENDA SHERIDAN BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL BERIAULT BOARD MEMBER 1.00 0.00 X 0 0 0 BRENT GISH BOARD MEMBER (BEGAN NOV. 2015) 1.00 0.00 X 0 0 0 GERONIMO RODRIGUEZ JR BOARD MEMBER 1.00 0.00 X 0 0 0 JEANETTE JIN BOARD MEMBER 1.00 0.00 X 0 0 0 GABRIEL UNRUH BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT ALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 MARQUES A IVEY BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN LIPMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MERCEDES SANDOVAL BOARD MEMBER 1.00 0.00 X 0 0 0 CH SONNY SAVOIE BOARD MEMBER 1.00 0.00 X 0 0 0 CALVINE MACKIE BOARD MEMBER 1.00 0.00 X 0 0 0 BARRYE PRICE BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE WATTS BOARD MEMBER (UNTIL AUG. 2015) 1.00 0.00 X 0 0 0 NATHAN MONELL EXECUTIVE DIRECTOR 34.50 3.00 X 157766 0 6204 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 36.50 1.00 X 155174 0 6701 ELIZABETH RORICK DEPUTY EXECUTIVE DIRECTOR 37.50 0.00 X 124485 0 23519 JAMES THOMASELL CFO (BEGAN AUG. 2015) 32.50 5.00 X 54694 0 7297 KARIN KIRCHOFF DEPUTY EXEC. DIR. (BEGAN DEC. 2015) 37.50 0.00 X 9526 0 0 MARY PAT KING DIRECTOR PROGRAMS & PARTNERSHIPS 37.50 0.00 X 117258 0 16847 621903 0 60568 4 0 1 0 BARNES & THORNBURG LLP ONE N WACKER DR 4400 CHICAGO IL 60606 LEGAL 258295 CHARLOTTE CONVENTION CENTER 501 S COLLEGE STREET CHARLOTTE NC 28202 CONVENTION SERVICES 137466 SHEPARD EXPOSITION SERVICES 1424 HILLS PLACE NW ATLANTA GA 30318 CONVENTION SERVICES 118122 COLORNET 22570 GLENN DRIVE STERLING VA 20164 PRINTING SERVICES 112261 4 8512310 2607037 111284 11119347 ADVERTISING 900099 404230 404230 CONVENTION 900099 194132 186632 7500 SUBSCRIPTIONS 900099 3800 3800 602162 153931 153931 55526 55526 711323 1241782 -530459 -530459 -149359 -381100 1141098 1131590 20062 9508 -20062 -10554 -10554 MISCELLANEOUS 900099 21638 21638 21638 11411591 190432 254871 -153059 300327 300327 1005040 555990 382795 66255 3946245 2901034 645618 399593 111139 82515 17500 11124 351704 253834 61669 36201 403736 282427 83041 38268 89145 89145 31421 31421 28850 28850 898758 627972 267286 3500 94084 94084 316373 106403 142884 67086 347122 27463 319659 275152 11792 263360 728248 578741 138568 10939 189632 163295 25662 675 179161 179161 469600 469600 4358 4358 ALLOCATION OF G&A 0 1765102 -2004267 239165 DONATED GOODS 110890 99000 11890 RECRUITING EXPENSE 109898 109898 STAFF DEVELOPMENT 35943 13236 22557 150 103387 37146 66241 10130213 7900361 1345006 884846 3216707 3378010 1036708 1314465 1030494 1433098 98552 470017 13182352 3107032 10500701 10075320 5187476 5197067 615517 78816 21686155 21946793 1860037 1007142 273223 6418579 6327294 316879 113588 8595495 7721247 X 11146180 12271901 1427989 1437154 516491 516491 13090660 14225546 21686155 21946793 1281378 -146492 0 X 0 1 X 1 0 X 11452053 12783900 1903484 10776071 11119347 48034855 11452053 12783900 1903484 10776071 11119347 48034855 376728 47658127 656144 883926 362982 908274 746837 3558163 19601 2676 1047 3363 21638 48325 51641343 1925890 0.92290 0.93380 X SCHEDULE A, PART II: INFORMATION REPORTED IN 2013 FORM YEAR IS FOR THE SIX MONTH PERIOD 01/01/2014 - 06/30/2014. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12729 349969 362698 9767515 10130213 656511 164128 0 0 713852 476850 705414 656511 2552627 3828941 207182 224989 266696 362698 1061565 178463 119213 176354 164128 638158 957237 6926 8517 10521 12729 38693 709439 1364 11087 699716 700014 13425 4000 709439 683069 16945 700014 605399 30000 65670 18000 683069 602513 3929 32015 33058 605399 0.73820 0.26180 0 0 1822366 1822366 9826412 1991983 7834429 1533574 1115049 418525 10075320 DEFERRED LEASE LIABILITY 65889 DEPOSITS 18673 CAPITAL LEASE LIABILITY 23441 DUE TO THE ENDOWMENT FUND 5585 113588 X 12563018 -146492 36075 1241782 1131365 11431653 -20062 -20062 11411591 11428132 36075 1241782 1277857 10150275 -20062 -20062 10130213 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, 2016 AND 2015, 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 1,241,782. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE -20,062. ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON THE FORM 990, PART VIII, LINE 7C. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 1,241,782. STATEMENTS AND NETTED AGAINST RENTAL REVENUE ON THE FORM 990, PART VIII, LINE 6B. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE -20,062. ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON THE FORM 990, PART VIII, LINE 7C. 1 ALABAMA STATE PTA 470 SOUTH UNION ST MONTGOMERY AL 36104 463767581 501(C)(3) 15250 COMMON CORE STATE STANDARDS INITIATIVE & TRAINING GRANT COLORADO STATE PTA 7859 W 38TH AVE WHEAT RIDGE CO 80033 840405247 501(C)(3) 8000 COMMON CORE STATE STANDARDS INITIATIVE GRANT CONNECTICUT STATE PTA WILBUR CROSS COMMONS BLDG 12 60 CONNOLLY PARKWAY SUITE 103 HAMDEN CT 06514 060662162 501(C)(3) 18000 HIGH QUALITY ASSESSMENT SUB-GRANT & COMMON CORE STATE STANDARDS INITIATIVE GRANT FLORIDA STATE PTA 1747 ORLANDO CENTRAL PARKWAY ORLANDO FL 32809 590637851 501(C)(3) 11150 COMMON CORE STATE STANDARDS INITIATIVE GRANT & TRAINING GRANT, SMART TALK TRAVEL GRANT GEORGIA STATE PTA 114 BAKER ST NE ATLANTA GA 30308 580600851 501(C)(3) 9000 COMMON CORE STATE STANDARDS INITIATIVE GRANT ILLINOIS STATE PTA PO BOX 907 SPRINGFIELD IL 62705 370705449 501(C)(3) 10400 LEARNING HEROES SUB-GRANT & TRAINING GRANT MARYLAND STATE PTA 5 CENTRAL AVE GLEN BURNIE MD 21061 520667483 501(C)(3) 10650 LEARNING HEROES SUB-GRANT & TRAINING GRANT MICHIGAN STATE PTA 1390 EISENHOWER DRIVE ANN ARBOR MI 48104 381525921 501(C)(3) 5250 MICROSOFT SUB-GRANT & TRAINING GRANT MINNESOTA STATE PTA 1667 SNELLING AVE N SUITE 11 ST PAUL MN 55108 410706117 501(C)(3) 5000 SCHOOL MEALS SUB-GRANT NEVADA STATE PTA 6175 SPRING MOUNTAIN RD SUITE 1B LAS VEGAS NV 89146 880088204 501(C)(3) 30750 LEARNING HEROES SUB-GRANT, COMMON CORE STATE STANDARDS INITIATIVE GRANT, SCHOOL MEALS SUB-GRANT, AND TRAINING GRANT NEW JERSEY STATE PTA 8 QUAKER BRIDGE PLAZA SUITE F MERCERVILLE NJ 08619 210649035 501(C)(3) 18500 LEARNING HEROES SUB-GRANT, COMMON CORE STATE STANDARDS INITIATIVE GRANT, AND TRAINING GRANT OHIO STATE PTA 40 NORTHWOODS BLVD SUITE A COLUMBUS OH 43235 314351810 501(C)(3) 20150 HIGH QUALITY ASSESSMENT SUB-GRANT, COMMON CORE STATE STANDARDS INITIATIVE GRANT, SMART TALK TRAVEL GRANT, & TRAINING GRANT OREGON STATE PTA 4506 SE BELMONT SUITE 108B PORTLAND OR 97215 930391598 501(C)(3) 9000 HIGH QUALITY ASSESSMENT SUB-GRANT 13 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 0 0 NATHAN MONELL EXECUTIVE DIRECTOR 157766 0 0 0 0 0 0 0 6204 0 163970 0 0 0 AMY LORENZ DEPUTY EXECUTIVE DIRECTOR 155174 0 0 0 0 0 6701 0 0 0 161875 0 0 0 X TABLET DEVICES 2 110890 FMV X SUPPLIES 1 394 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 IN MARCH 2014, THE NATIONAL PTA BOARD OF DIRECTORS AUTHORIZED A REVISION OF THE NATIONAL PTA BYLAWS. THE PURPOSE OF THE BYLAWS REVISION WAS TO UPDATE AND BRING INTO ALIGNMENT THE GOVERNING DOCUMENTS OF THE ASSOCIATION TO REFLECT CURRENT PRACTICES AND BETTER SERVE THE ASSOCIATION IN THE FUTURE. AT THE 2016 NATIONAL PTA CONVENTION & EXPO, THE VOTING DELEGATION ADOPTED THE NATIONAL PTA REVISED BYLAWS. THE MAJOR REVISIONS WERE: - CLARIFICATION OF THE MEMBERSHIP STRUCTURE OF PTA IN TERMS OF LOCAL, STATE AND NATIONAL LEVELS; - UPDATE THE COMMITTEE STRUCTURE AND COMPOSITION TO STREAMLINE THE WORK OF COMMITTEES AND REMOVE ANY OVERLAPPING RESPONSIBILITIES OF VARIOUS COMMITTEES, SOME COMMITTEE NAMES WERE CHANGED AS WELL; - MODIFICATION OF THE ELIGIBILITY REQUIREMENTS TO SERVE IN NATIONAL PTA GOVERNANCE POSITIONS; - CLARIFICATION OF THE PROCESS FOR ELECTION AS IT RELATES TO NOMINATIONS FROM THE FLOOR, REFERRED TO AS "SELF-NOMINATIONS; - CHANGED THE STRUCTURE OF AND RENAMED THE NATIONAL COUNCIL OF STATES TO THE NATIONAL CONSTITUENT ASSOCIATION ADVISORY COUNCIL (NCAAC); AND - INCREASED THE NUMBER OF DELEGATES FOR EACH STATE CONSTITUENT ASSOCIATION BY FIVE DELEGATES AT THE ANNUAL MEETING. 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 11 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 JULY 2016. THE EXECUTIVE DIRECTOR REVIEWS COMPENSATION FOR ALL OTHER OFFICERS. 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 1141988 10461998 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 11A, I NPTA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 THE ENDOWMENT FUND OF THE PTA L 18262 EMPLOYEE TIME ALLOCATION THE ENDOWMENT FUND OF THE PTA Q 7920 OVERHEAD EXPENSE ALLOCATION THE ENDOWMENT FUND OF THE PTA R 9040 INVOICES