Civic Intelligence

The Endowment Fund of the National

EIN 36-6067371 • 501(c)3 • Alexandria, VA

Profile

The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA.

1250 N Pitt StreetAlexandria, VA 22314-5604

www.pta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.12x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$470,512

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 181.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,157,476

Down $154,753 (-2.5%) from 2024

Liabilities

Down

$29,975

Down $850,085 (-97%) from 2024

Net Assets

Up

$6,127,501

Up $695,332 (+13%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin97th percentile

Revenue

Down

$259,418

Down $519,059 (-67%) from 2024

Expenses

Down

$41,130

Down $700,200 (-94%) from 2024

Net Income

Up

$218,288

Up $181,141 (+488%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $5,070,349Liabilities 2015: $250,901Net Assets 2015: $4,819,4482015Assets 2016: $4,720,651Liabilities 2016: $0Net Assets 2016: $4,720,6512016Assets 2017: $5,277,934Liabilities 2017: $111,797Net Assets 2017: $5,166,1372017Assets 2018: $5,568,981Liabilities 2018: $262,000Net Assets 2018: $5,306,9812018Assets 2019: $5,588,221Liabilities 2019: $252,000Net Assets 2019: $5,336,2212019Assets 2020: $5,175,053Liabilities 2020: $102,458Net Assets 2020: $5,072,5952020Assets 2021: $6,175,894Liabilities 2021: $0Net Assets 2021: $6,175,8942021Assets 2022: $5,212,569Liabilities 2022: $210,346Net Assets 2022: $5,002,2232022Assets 2023: $5,489,886Liabilities 2023: $0Net Assets 2023: $5,489,8862023Assets 2024: $6,312,229Liabilities 2024: $880,060Net Assets 2024: $5,432,1692024Assets 2025: $6,157,476Liabilities 2025: $29,975Net Assets 2025: $6,127,5012025

Highlighted filing

2025

Assets$6,157,476
Liabilities$29,975
Net Assets$6,127,501
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2015: $373,779Expenses 2015: $359,466Net Income 2015: $14,3132015Revenue 2016: $375,627Expenses 2016: $76,609Net Income 2016: $299,0182016Revenue 2017: $240,027Expenses 2017: $206,526Net Income 2017: $33,5012017Revenue 2018: $410,732Expenses 2018: $371,014Net Income 2018: $39,7182018Revenue 2019: $432,540Expenses 2019: $385,848Net Income 2019: $46,6922019Revenue 2020: $219,339Expenses 2020: $212,370Net Income 2020: $6,9692020Revenue 2021: $172,945Expenses 2021: $129,078Net Income 2021: $43,8672021Revenue 2022: $365,757Expenses 2022: $334,642Net Income 2022: $31,1152022Revenue 2023: $29,101Expenses 2023: $40,404Net Income 2023: -$11,3032023Revenue 2024: $778,477Expenses 2024: $741,330Net Income 2024: $37,1472024Revenue 2025: $259,418Expenses 2025: $41,130Net Income 2025: $218,2882025

Highlighted filing

2025

Revenue$259,418
Expenses$41,130
Net Income$218,288
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,157,476
Liabilities
$29,975
Net assets
$6,127,501
Revenue
$259,418
Expenses
$41,130
Net income
$218,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.16$0.03$6.13$0.26$0.04$0.22
2024Detailed filing. Detailed filing data is available for this year.$6.31$0.88$5.43$0.78$0.74$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.21$0.21$5.00$0.37$0.33$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.00$6.18$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.10$5.07$0.22$0.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.59$0.25$5.34$0.43$0.39$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.26$5.31$0.41$0.37$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.28$0.11$5.17$0.24$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38$0.08$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.07$0.25$4.82$0.37$0.36$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.5
Gross Receipts
$2,728,743
Mission and Program Overview

Mission

The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA.

See Part III, Line 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,797,224$3,774,848▼ $22,376
Other Notes and Loans Receivable, Net$2,230,864$2,208,522▼ $22,342
Savings and Temporary Cash Investments$86,544$110,539▲ $23,995
Pledges and Grants Receivable$6,700$1,217▼ $5,483
Total Assets$6,312,229$6,157,476▼ $154,753
Other Assets Total$190,897$62,350▼ $128,547
Liabilities
Other Liabilities$880,060$29,975▼ $850,085
Total Liabilities$880,060$29,975▼ $850,085
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,432,169$6,127,501▲ $695,332
Total Net Assets Fund Balance$5,432,169$6,127,501▲ $695,332
Total Liabilities and Net Assets / Fund Balance$6,312,229$6,157,476▼ $154,753

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,432,169$42,129▲ $665,255-$6,127,501
2023$5,489,886$35,758▲ $619,655-$5,432,169
2022$5,002,223$23,511▲ $480,090-$5,489,886
2021$6,175,894$26,615▼ $897,933-$5,002,223
2020$5,072,595$44,036▲ $1,161,484-$6,175,894
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Shaton BerryChair
Howard BermanExecutive Director (From 05/25)
Nathan MonellExecutive Director (To 04/25)
Anna KingTrustee
Jacqueline CooganTrustee
Laura BayTrustee
Leslie BoggsTrustee
James ThomasellCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$42,129
Program Service Revenue
$0
Investment Income
$217,289
Other Revenue
$0
All Other Contributions
$42,129
Change in Net Assets
$218,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,340
Revenue Not Reported on Financial Statements
$29,078
Revenue Not Reported on Form 990
$477,044
Total Revenue per Audited Statements
$707,384
Total Revenue per Form 990
$259,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,523
Salaries, Compensation, and Employee Benefits$6,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$29,078-$29,078
Other Salaries and Wages-$5,283-$5,283
Fees for Services Other-$2,800-$2,800
Advertising-$1,867-$1,867
Other Employee Benefits-$1,324-$1,324
Other Expenses-$778-$778
Total Functional Expenses$0$41,130$0$41,130

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,130
Expenses Not Reported on Financial Statements$29,078
Expenses per Audited Statements$12,052
Total Expenses per Audited Statements$12,052
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to related parties$29,975
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
The Endowment Fund of the National
EIN
36-6067371
Phone
7035181200
Address
1250 N Pitt Street, Alexandria, VA 22314-5604

Signing Officer

Name
Shaton Berry
Title
Chair
Phone
7035181200
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaton Berry
Formed
1915
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Financial Statement Notes

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, 2025 and 2024, 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.”

Raw XML AppendixShowing 400 of 490 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Endowment Fund of the National Congress of Parents & Teachers operates as a foundation for the benefit of the National PTA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1For the years ended June 30, 2025 and 2024, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0707384
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012052
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1244950
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Nathan Monell
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Thomasell
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director (To 04/25)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The 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
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization does not have any committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 was prepared by the outside accountants. It was reviewed by Senior Management and the Board prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01250 N Pitt Street
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