2025-01-27T08:50:50-06:00 2024-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-07-01 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 2025-01-22 1 1 Yong Zhang CPA P01249785 7038930300 2025-01-17 2023 2025-03-06 01:10:19Z Shaton Berry 1250 N Pitt Street Alexandria VA 223145604 2014033 0 X www.pta.org X 1915 IL See Part III, Line 1. 5 5 0 5 0 0 23511 35758 0 0 5590 741275 0 1444 29101 778477 0 685980 0 0 7120 17221 0 0 0 33284 38129 40404 741330 -11303 37147 5489886 6312229 0 880060 5489886 5432169 The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA. 0 0 685980 685980 The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA. 685980 1 1 0 0 0 0 0 0 0 1 0 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 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 1.00 X X 0 0 0 Laura Bay Trustee 0.50 X 0 0 0 Leslie Boggs Trustee 0.50 X 0 0 0 Jacqueline Coogan Trustee 0.50 X 0 0 0 Anna King Trustee 0.50 X 0 0 0 Nathan R Monell Executive Director 3.00 34.50 X 0 387104 60329 James D Thomasell CFO 3.00 34.50 X 0 231764 49596 0 618868 109925 0 0 1 0 0 35758 35758 159496 159496 1817335 1235556 581779 581779 581779 Other income 900099 1444 1444 1444 778477 0 0 742719 685980 685980 17221 17221 26756 26756 1219 1219 3161 3161 2679 2679 Allocated overhead 4314 4314 741330 685980 55350 0 88004 86544 6700 21425 2230864 5060343 3797224 320114 190897 5489886 6312229 0 880060 0 880060 X 5489886 5432169 5489886 5432169 5489886 6312229 37147 -94864 0 X 0 1 X 1 0 X X 1 National Congress of Parents & Teachers 361269155 7 1 685980 0 1 685980 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5489886 35758 619655 685980 27150 5432169 5002223 23511 480090 15938 5489886 6175894 26615 -897933 280539 21814 5002223 5072595 44036 1161484 57292 44929 6175894 5336221 25569 -105242 168063 15890 5072595 1.00000 0 0 0 Due to related parties 880060 880060 X 656857 -94864 -94864 751721 26756 26756 778477 714574 0 714574 26756 26756 741330 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, 2024 and 2023, 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. 1 National Congress of Parents and Teachers 1250 N Pitt Street Alexandria VA 22314 362169155 501(c)(3) 685980 0 To support the charitable activities of NPTA 1 0 Part I, Line 2: The Endowment Fund contributed $685,980 to a related organization, The National Congress of Parents and Teachers (NPTA), a 501(c)(3) public charity. The Endowment Fund is a supporting organization to NPTA. Therefore, the use of the grant was not monitored by the Endowment Fund. 0 0 0 0 0 0 0 0 0 Nathan R Monell Executive Director 0 382710 0 0 0 4394 0 30000 0 30329 0 447433 0 0 James D Thomasell CFO 0 228323 0 0 0 3441 0 19267 0 30329 0 281360 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 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 National Congress of Parents & Teachers D 1950000 Loan from NPTAEF National Congress of Parents & Teachers B 685980 Annual distribution