2024-02-29T08:54:31-06:00 2023-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-07-01 366067371 The Endowment Fund of the National Congress of Parents and Teachers ENDO 7035181200 1250 N Pitt Street Alexandria VA 223145604 Shaton Berry Chair 7035181200 2024-02-29 1 Shaton Berry XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-02-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Shaton Berry 1250 N Pitt Street Alexandria VA 223145604 3488176 0 X www.pta.org X 1915 IL See Part III, Line 1. 5 5 0 9 0 0 26615 23511 4500 0 334642 5590 0 0 365757 29101 280539 0 0 0 0 7120 0 0 0 54103 33284 334642 40404 31115 -11303 5212569 5489886 210346 0 5002223 5489886 The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA. 0 0 The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA. 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IL X James D Thomasell 7035181200 1250 N Pitt Street Alexandria VA 223145604 Shaton Berry Chair (From 6/23/2023) 1.00 X X 0 0 0 Laura Bay Trustee (From 6/23/2023) 0.50 X 0 0 0 Leslie Boggs Trustee 0.50 X 0 0 0 Jackie Coogan Trustee (From 6/23/2023) 0.50 X 0 0 0 Anna King Trustee (From 6/23/2023) 0.50 X 0 0 0 CAndre Daniels Trustee (Until 6/23/2023) 0.50 X 0 0 0 Frank Gallegher Trustee (Until 6/23/2023) 0.50 X 0 0 0 Celia Jaffee Trustee (Until 6/23/2023) 0.50 X 0 0 0 Bill Datema Trustee (Until 6/23/2023) 0.50 X 0 0 0 Nathan R Monell Executive Director 3.00 34.50 X 0 398127 53109 James D Thomasell Treasurer 3.00 34.50 X 0 222667 46072 0 620794 99181 0 0 1 0 0 23511 23511 207796 207796 3256869 3459075 -202206 -202206 -202206 29101 0 0 5590 7120 7120 24466 24466 962 962 Other Expenses 5722 5722 Allocated overhead 2134 2134 40404 0 40404 0 523026 88004 21425 21425 4668118 5060343 0 320114 5212569 5489886 1629 208717 0 210346 0 X 5002223 5489886 5002223 5489886 5212569 5489886 -11303 498966 0 X 0 1 X 1 0 X X 1 National Congress of Parents & Teachers 361269155 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 5002223 5722 4996501 6175894 26615 -897933 280539 21814 5002223 5072595 44036 1161484 57292 44929 6175894 5336221 25569 -105242 168063 15890 5072595 5306981 46692 307419 280330 44541 5336221 1.00000 0 0 0 Due from related entities 320114 320114 X Part V, Line 4: The Endowment Fund of the National Congress of Parents & Teachers operates as a foundation for the benefit of the National PTA. Part X, Line 2: For the years ended June 30, 2023 and 2022, 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. 0 0 0 0 0 0 0 0 0 Nathan R Monell Executive Director 0 332515 0 56686 0 8926 0 25431 0 27678 0 451236 0 0 James D Thomasell Treasurer 0 218052 0 0 0 4615 0 18394 0 27678 0 268739 0 0 Part I, Line 3 The Endowment Fund does not pay compensation. However, Form 990, Part VII reports compensation paid by a related organization, The National Congress of Parents and Teachers. That organization uses the following methods to establish compensation of the Executive Director: - Compensation committee - Independent compensation consultant - Approval by the Board or compensation committee Form 990, Part VI, Section A, line 8b The Organization does not have any committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by the outside accountants. It was reviewed by Senior Management and the Board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Trustees sign an annual 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. 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 15 The Endowment Fund does not pay compensation. However, Form 990, Part VII reports compensation paid by a related organization, The National Congress of Parents and Teachers. 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 most recent update to this survey occurred in 2017. In addition, 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 Executive Director reviews compensation for all other officers. Form 990, Part VI, Section C, line 19 The Endowment Fund of the National Congress of Parents and Teachers makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. National Congress of Parents and Teachers 1250 N Pitt Street Alexandria VA 223145604 362169155 Welfare of children DC 501(c)(3) Line 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 National Congress of Parents & Teachers D 250000 Loan from NPTAEF