National Congress of Parents & Teachers (EIN 362169155) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1897

Legal Domicile

Principal Officer

Howard Berman

Phone

7035181200

Tax Period

2024-07-01 to 2025-06-30

NATIONAL CONGRESS OF PARENTS & TEACHERS, founded in 1897, is a mid-sized nonprofit in the Education sector that reported $11.1M in total revenue in fiscal year 2017. Expenses of $12.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

See Part III, Line 1.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,648,975

Program Service Revenue $147,293

Investment Income $361,130

Other Revenue $-93,209

TOTAL REVENUE $25,064,189

Expense Breakdown

Grants Paid $1,794,775

Salaries & Benefits $7,785,565

Fundraising Expenses $763,698

Program Expenses $18,634,938

Other Expenses $12,794,383

TOTAL EXPENSES $22,374,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,064,189	$15,918,453	+0.6%
Expenses	$22,374,723	$14,702,064	+0.5%
Net Income	$2,689,466	$1,216,389	+1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

20000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$777,170

Total Directors

$6,000

Key Employees

$789,247

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yvonne Johnson	President	20.00	Officer Director	$6,000	$0	$6,000
William Datema	President-Elect	20.00	Officer Director	$0	$0	$0
Shaton Berry	Secretary-Treasurer	20.00	Officer Director	$0	$0	$0
Rose Acerra	Vice President of Advocacy	20.00	Officer Director	$0	$0	$0
Charles Scott	Vice President of Membership	20.00	Officer Director	$0	$0	$0
Suzi Kennon	Board Member (To 06/25)	1.00	Director	$0	$0	$0
Gauri Binup	Board Member (From 09/24)	1.00	Director	$0	$0	$0
Rachel Burke	Board Member	1.00	Director	$0	$0	$0
Alyssa Cutrona	Board Member	1.00	Director	$0	$0	$0
Jenny Fuentes	Board Member (To 09/24)	1.00	Director	$0	$0	$0
Helena Miller	Board Member (From 06/25)	1.00	Director	$0	$0	$0
Robert Motley	Board Member	1.00	Director	$0	$0	$0
Dana Platin	Board Member	1.00	Director	$0	$0	$0
Angi Gonzales-Carver	Board Member	1.00	Director	$0	$0	$0
Teri Quinn Gray	Board Member	1.00	Director	$0	$0	$0
Tabatha Rosporoy	Board Member	1.00	Director	$0	$0	$0
Fidelia Sturdivant	Board Member	1.00	Director	$0	$0	$0
Maricela Arias-Cantu	Board Member (To 06/25)	1.00	Director	$0	$0	$0
Sergio Chavez	Board Member (To 09/24)	1.00	Director	$0	$0	$0
Tiffany Foster	Board Member	1.00	Director	$0	$0	$0
Alvin Gainey	Board Member	1.00	Director	$0	$0	$0
Mindy Haas	Board Member	1.00	Director	$0	$0	$0
Dee Hensley-Maclean	Board Member (From 06/25)	1.00	Director	$0	$0	$0
Jennifer Martinez	Board Member	1.00	Director	$0	$0	$0
Stacey Mollinet	Board Member (From 09/24)	1.00	Director	$0	$0	$0
Jeff Price	Board Member (To 09/24)	1.00	Director	$0	$0	$0
Diane Velasco Hyland	Board Member (From 11/24)	1.00	Director	$0	$0	$0
Nathan Monell	Executive Director (To 04/25)	34.50	Officer	$408,230	$62,282	$470,512
James Thomasell	CFO	34.50	Officer	$248,391	$52,267	$300,658
Howard Berman	Executive Director (From 05/25)	34.50	Officer	$0	$0	$0
Amy Lorenz	Deputy Executive Director	37.50	Key Emp	$255,392	$51,056	$306,448
Elizabeth Rorick	Deputy Executive Director	37.50	Key Emp	$243,033	$51,056	$294,089
Paul Rensted	HR Officer	23.95	Key Emp	$188,710	$0	$188,710
Helen Westmoreland	Director, Family Engagement	37.50	Highest	$158,795	$34,058	$192,853
Laura Huff	Director, Finance	37.50	Highest	$152,264	$31,646	$183,910
Kristina Carey	Head of Corporate Alliances	37.50	Highest	$156,244	$31,782	$188,026
Kristen Johnson	Director, Education & Leadership	37.50	Highest	$145,262	$29,966	$175,228
Courtney Kissell	Director, Programs (To 09/24)	37.50	Highest	$151,477	$35,119	$186,596

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$25,064,189	$22,374,723	$22,225,307	$2,689,466
2024	$15,918,453	$14,702,064	$20,444,364	$1,216,389
2023	$12,864,038	$12,966,082	$18,469,790	$-102,044
2022	$13,229,265	$13,824,489	$17,487,180	$-595,224
2021	$8,777,058	$11,267,645	$18,529,492	$-2,490,587
2020	$11,821,028	$11,378,763	$19,792,839	$442,265
2019	$12,855,703	$13,207,186	$19,857,410	$-351,483
2018	$11,100,184	$12,243,088	$20,504,070	$-1,142,904

National Congress of Parents & Teachers