The Endowment Fund of the National Congress of Parents and Teachers (EIN 366067371) - 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

1915

Legal Domicile

Principal Officer

Shaton Berry

Phone

7035181200

Tax Period

2024-07-01 to 2025-06-30

THE ENDOWMENT FUND OF THE NATIONAL CONGRESS OF PARENTS AND TEACHERS, founded in 1915, is a small nonprofit in the Education sector that reported $411K in total revenue in fiscal year 2017. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $371K left a modest 10% surplus.

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 $42,129

Program Service Revenue $0

Investment Income $217,289

Other Revenue $0

TOTAL REVENUE $259,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,607

Fundraising Expenses $0

Other Expenses $34,523

TOTAL EXPENSES $41,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,418	$778,477	-0.7%
Expenses	$41,130	$741,330	-0.9%
Net Income	$218,288	$37,147	+4.9%

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

N/A

Volunteers

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

$771,170

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shaton Berry	Chair	1.00	Officer Director	$0	$0	$0
Laura Bay	Trustee	0.50	Director	$0	$0	$0
Leslie Boggs	Trustee	0.50	Director	$0	$0	$0
Jacqueline Coogan	Trustee	0.50	Director	$0	$0	$0
Anna King	Trustee	0.50	Director	$0	$0	$0
Nathan Monell	Executive Director (To 04/25)	3.00	Officer	$0	$62,282	$470,512
James Thomasell	CFO	3.00	Officer	$0	$52,267	$300,658
Howard Berman	Executive Director (From 05/25)	3.00	Officer	$0	$0	$0

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	$259,418	$41,130	$6,157,476	$218,288
2024	$778,477	$741,330	$6,312,229	$37,147
2023	$29,101	$40,404	$5,489,886	$-11,303
2022	$365,757	$334,642	$5,212,569	$31,115
2021	$172,945	$129,078	$6,175,894	$43,867
2020	$219,339	$212,370	$5,175,053	$6,969
2019	$432,540	$385,848	$5,588,221	$46,692
2018	$410,732	$371,014	$5,568,981	$39,718

The Endowment Fund of the National Congress of Parents and Teachers