2026-06-12T09:58:40-05:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-08-01 846039412 SCHOOL NUTRITION FOUNDATION SCHO 7038243000 2900 S QUINCY STREET 700 ARLINGTON VA 22206 PATRICIA MONTAGUE CHIEF EXECUTIVE OFFICER 7038243000 2026-06-11 1 1 LUKE BURNETT P01079018 9786202000 2026-06-11 2024 2025-03-06 01:10:19Z PATRICIA MONTAGUE 2900 S QUINCY STREET 700 ARLINGTON VA 22206 1906421 0 1 X SCHOOLNUTRITION.ORG/SNF X 1964 VA TO ADVANCE SCHOOL NUTRITION PROGRAMS BY PROVIDING RESOURCES TO SCHOOL NUTRITION PROFESSIONALS. 11 11 0 25 0 0 2804165 795356 8000 25800 489583 218158 24558 24765 3326306 1064079 736250 858400 0 0 4500 11676 0 0 17483 590968 499686 1331718 1369762 1994588 -305683 6650118 6552859 300052 360444 6350066 6192415 X THE SCHOOL NUTRITION FOUNDATION FOCUSES ON ADVANCING SCHOOL NUTRITION PROGRAMS BY PROVIDING RESOURCES TO SCHOOL NUTRITION PROFESSIONALS. THROUGH COLLABORATION WITH THE SCHOOL NUTRITION ASSOCIATION, ALLIED PARTNERS AND DONORS, THE SCHOOL NUTRITION FOUNDATION IS COMMITTED TO IDENTIFYING AND SUPPORTING SCHOOL NUTRITION RESEARCH, TRENDS AND INNOVATIONS, SHARING BEST PRACTICES WITH THE SCHOOL NUTRITION COMMUNITY AND PROVIDING SCHOLARSHIPS TO SNA MEMBERS FOR PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION. ADVANCING SCHOOL NUTRITION PROGRAMS BY PROVIDING RESOURCES TO SCHOOL NUTRITION PROFESSIONALS SO WELL-NOURISHED STUDENTS PREPARED FOR SUCCESS. 0 0 692419 597000 0 ELIGIBLE SNA MEMBERS CAN APPLY FOR EQUIPMENT GRANTS FROM A VARIETY OF EQUIPMENT VENDORS. THE OVERALL VALUE OF EQUIPMENT GRANTS PROVIDED IS PROPORTIONAL TO THE IN-KIND CONTRIBUTION OF THE EQUIPMENT. 136100 111900 0 INVEST IN US: THIS ENDOWED FUND CREATED IN 1993 PROVIDES A RELIABLE SOURCE OF INCOME TO HELP FUND SPECIAL PUBLIC EDUCATION AND AWARENESS EFFORTS TARGETING ALL THOSE WHO INFLUENCE THE EATING HABITS OF CHILDREN AS WELL AS THE CHILDREN THEMSELVES. 149500 149500 1600 THE SCHOOL NUTRITION FOUNDATION PROVIDES SCHOLARSHIPS FOR SCHOOL NUTRITION ASSOCIATION (SNA) MEMBERS TO PURSUE THEIR EDUCATION AND TO ATTEND SNA CONFERENCES. 0 0 0 LEAD TO SUCCEED INITIATIVE ADDRESSES WORKFORCE DEVELOPMENT NEEDS FOR SCHOOL NUTRITION PROFESSIONALS IN THE AREAS OF PERSONNEL MANAGEMENT AND COMMUNICATION, AND MARKETING AND CUSTOMER SERVICE. THIS PROGRAM WAS MADE POSSIBLE THROUGH A $2 MILLION GRANT FROM THE U.S. DEPARTMENT OF AGRICULTURE (USDA) FOOD & NUTRITION SERVICE AND DEVELOPED WITH A TEAM FROM GEORGETOWN UNIVERSITY MCDONOUGH SCHOOL OF BUSINESS. EXTENSION GRANTED IN PRIOR YEAR ENDED MAY 20, 2025. 0 0 24200 OTHER PROGRAMS 0 0 24200 978019 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X PATRICIA MONTAGUE 7038243000 2900 S QUINCY ST STE 700 ARLINGTON VA 22206 BECKY DOMOKOS-BAYS CHAIR 1.00 0.00 X X 0 0 0 CHRIS BURKHARDT TREASURER 1.00 5.00 X X 0 0 0 GAY ANDERSON PRACTIONER 0.50 0.00 X 0 0 0 CHRISTELL HICKS PRACTIONER 0.50 0.00 X 0 0 0 WANDA MCDOWELL INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 COREY AINSWORTH INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 CAROLE ERB INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 WEST CHRISTIAN INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 JODI BATTEN INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 GAYLE SWAIN INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 JILL RIGGS MEMBER AT LARGE 0.50 0.00 X 0 0 0 PATRICIA MONTAGUE CEO 5.00 40.00 X 0 497902 91747 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 2.00 40.00 X 0 217347 47067 0 715249 138814 0 0 1 0 0 19000 78000 88762 609594 259170 795356 PROJECT MANAGEMENT INC 900099 25800 25800 25800 179028 179028 820725 781595 39130 39130 39130 4900 19000 20747 -15847 -15847 80612 40000 40612 40612 1064079 25800 0 242923 796000 796000 62400 62400 11676 11676 24200 24200 10831 720 234 9877 37910 37910 30582 30582 83856 83856 10790 546 7061 3183 14230 704 9103 4423 14898 14898 23811 18941 4870 4039 4039 1000 1000 SALARY REIMBURSEMENT 179675 14852 164823 OVERHEAD ALLOCATION 59055 59055 OTHER TAXES 4809 4809 1369762 978019 374260 17483 619582 603188 425785 418883 1502740 1209083 4781 4097230 4321705 6650118 6552859 18305 15934 142133 142520 118944 120444 20670 81546 300052 360444 X 1371034 1357283 4979032 4835132 6350066 6192415 6650118 6552859 -305683 148032 0 X 0 1 X 1 0 X 720433 934648 960978 2804165 795356 6215580 132490 34078 53900 8000 25800 254268 852923 968726 1014878 2812165 821156 6469848 3451 6048 5286 14785 0 3451 6048 5286 14785 6455063 93758 128005 132140 135204 179028 668135 93758 128005 132140 135204 179028 668135 13325 24558 24765 62648 19841 19841 946681 1116572 1160343 2971927 1024949 7220472 0.89400 0.90820 0.09250 0.08270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3201223 314992 165204 3351011 2857838 343386 3201224 2798315 188457 106034 22900 2857838 3203294 -345405 52519 10578 2798315 2614091 705421 96118 20100 3203294 0.00000 0.73890 0.26110 0 0 0 DUE TO SCHOOL NUTRITION ASSOCIATION 81546 81546 1202276 148032 148032 1054244 30582 -20747 9835 1064079 1359927 20747 20747 1339180 30582 30582 1369762 PART V, LINE 4: THE INVEST IN US CAMPAIGN WAS DESIGNED TO SUPPORT SNA'S PUBLIC AWARENESS PROGRAM AND WAS OFFICIALLY LAUNCHED IN 1994-95. SNA CONTINUES TO USE THE INCOME GENERATED BY THE ENDOWMENT TO SUPPORT ITS PUBLIC AWARENESS EFFORTS TODAY, AND THE PRINCIPAL SHOULD CONTINUE FOR MANY, MANY YEARS IN THE FUTURE TO HELP RAISE THE PUBLIC'S UNDERSTANDING OF SCHOOL NUTRITION PROGRAMS AND THEIR VALUE TO STUDENTS' HEALTH AND EDUCATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -20,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 20,747. MIX AND MINGLE 23900 19000 4900 3000 15674 2073 23900 19000 4900 3000 15674 2073 20747 -15847 80612 40000 0 80612 40000 40000 40612 VA 1 0 1 0 1.00000 IN-HOUSE ACCOUNTING TEAM 2900 S QUNICY ST STE 700 ARLINGTON VA 22206 0 NICOLE GIEBEL SNF PROGRAM MANAGER SETS UP SYSTEM FOR TICKET SALES AND ANNOUNCES WINNERS. X 0 1 WATSON CHAPEL SCHOOL DISTRICT 4100 CAMDEN RD PNE BLUFF AR 71603 501(C)(3) 0 200000 FMV EQUIPMENT AMTAB K-12 FOOD COURT FURNITURE GRANT MATANUSKA-SUSITNA BOROUGH SCHOOL DISTRICT 501 N GULKANA ST PALMER AK 99645 501(C)(3) 0 100000 FMV EQUIPMENT AMTAB K-12 SIGNAGE, GRAPHICS AND DECOR GRANT EAST CENTRAL INDEPENDENT SCHOOL DISTRICT 6634 NEW SULPHUR SPRINGS RD SAN ANTONIO TX 78263 501(C)(3) 0 50000 FMV EQUIPMENT AMTAB K-12 OUTDOOR FURNITURE GRANT CAESAR RODNEY SCHOOL DISTRICT 7 FRONT ST WYOMING DE 19934 501(C)(3) 0 50000 FMV EQUIPMENT VULCAN EQUIPMENT GRANT FULTON INDEPENDENT SCHOOL 304 W STATE LINE FULTON KY 42041 501(C)(3) 0 50000 FMV EQUIPMENT WINSTON FOODSERVICE EQUIPMENT GRANT MARCELINE R-V SCHOOL DISTRICT 400 E SANTE FE MARCELINE MO 64658 501(C)(3) 0 50000 FMV EQUIPMENT WINSTON FOODSERVICE EQUIPMENT GRANT RIO VISTA INDEPENDENT SCHOOL DISTRICT 100 CAPPS ST RIO VISTA TX 76093 501(C)(3) 0 35000 FMV EQUIPMENT HOBART EQUIPMENT GRANT OJAI UNIFIED SCHOOL DISTRICT 703 EL PASEO RD OJAI CA 93023 501(C)(3) 0 25000 FMV EQUIPMENT FOOD WARMING EQUIPMENT (FWE) GRANT TACOMA PUBLIC SCHOOLS 3702 E MCKINLEY AVE TACOMA WA 98404 501(C)(3) 0 13000 FMV EQUIPMENT CAMBRO EQUIPMENT GRANT CHESTERFIELD COUNTY PUBLIC SCHOOLS 7053 CELEBRATION PARK AVE NORTH CHESTERFIELD VA 23225 501(C)(3) 0 10000 FMV EQUIPMENT LTI EQUIPMENT GRANT RIDLEY SCHOOL DISTRICT 901 MORTON AVE FOLSOM PA 19033 501(C)(3) 0 9000 FMV EQUIPMENT ALTO-SHAAM EQUIPMENT GRANT SCHOOL NUTRITION ASSOCATION 2900 S QUINCY STREET SUITE 700 ARLINGTON VA 22206 840445578 501(C)(4) 111900 0 TO SUPPORT SNA'S PUBLIC AWARENESS PROGRAM 11 1 SNA SNIC 2025 SCHOLARSHIP 10 14000 SUPER BAKERY SNIC 2025 SCHOLARSHIP 11 11000 SNA LAC 2025 SCHOLARHSIP 10 14000 JTM LAC 2025 SCHOLARSHIP 4 4000 JOSEPHINE MARTIN LAC SCHOLARSHIP 1 3000 SNA ANC 2025 SCHOLARSHIP 10 1400 SUPER BAKERY ANC 2025 SCHOLARSHIP 11 1000 JTM ANC 2025 SCHOLARSHIP 4 4000 ACCUTEMP ANC 2025 SCHOLARSHIP 20 10000 PART I, LINE 2: THE INVEST IN US CAMPAIGN WAS DESIGNED TO SUPPORT SNF'S SISTER ORGANIZATION SNA PUBLIC AWARENESS PROGRAM. SNF RECEIVES AN ANNUAL PLAN OF SNA'S PR EFFORTS. PART III, LINE 1 SNA SCHOLARSHIP - THIS SCHOLARSHIP IS OFFERED TO SCHOOL NUTRITION ASSOCIATION (SNA) MEMBERS WHO WOULD LIKE TO ATTEND ANNUAL NATIONAL CONFERENCE (ANC) FOR THE FIRST TIME. THE MULTIPLE SCHOLARSHIPS ALLOW MORE SNA MEMBERS TO TAKE PART IN ANC AND BE MORE ACTIVE IN SNA. ACCUTEMP APPLICANTS MUST BE FROM THE EMPLOYEE OR MANAGER CATEGORY AND BE NOMINATED BY THEIR DISTRICT DIRECTOR WHO MUST ALSO BE ATTENDING ANC. J.T.M. SCHOLARSHIPS ARE FOR FIRST-TIME ATTENDEES AS WELL AS RETURNING MEMBERS. AWARDS ARE MADE ON A FIRST COME, FIRST SERVED BASIS. 0 1 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 0 453182 0 44720 0 0 0 27925 0 63822 0 589649 0 0 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 0 199561 0 17736 0 50 0 13367 0 33700 0 264414 0 0 PART I, LINE 3 FOR COMPENSATION, THE RELATED ORGANIZATION SNA UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A SALARY REVIEW OF MARKET DATA FOR NON-PROFIT FOUNDATIONS OF LIKE SIZE LOCATED IN THE WASHINGTON, DC AREA. PART I, LINE 4B THE RELATED ORGANIZATION SCHOOL NUTRITION ASSOCIATION HAS AN INTERNAL REVENUE CODE SECTION 457 DEFERRED COMPENSATION PLAN UNDER WHICH THE CURRENT CHIEF EXECUTIVE OFFICER (CEO) IS A PARTICIPANT. PLAN ASSETS ARE THE PROPERTY OF THE ASSOCIATION AND SUBJECT TO THE CLAIMS OF THOSE GENERAL CREDITORS OF THE ASSOCIATION. THE DEFERRED COMPENSATION IS NOT AVAILABLE TO PARTICIPANTS UNTIL RETIREMENT, SEPARATION FROM SERVICE, DEATH, DISABILITY, OR UNFORESEEABLE EMERGENCY. FUNDS OF THE PLANS ARE INVESTED IN SEPARATE MUTUAL FUND ACCOUNTS FOR EACH PARTICIPANT AND ARE RECORDED AT FAIR VALUE, TOGETHER WITH THE RELATED LIABILITY, IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024, CONTRIBUTIONS IN THE AMOUNT OF $6,500 WERE MADE TO THE PLAN. X 1 579 FMV X KITCHEN EQUIPMENT DONATED TO SCHOOLS 9 258591 FMV 0 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED ELECTRONICALLY TO THE BOD PRIOR TO FILING. THERE WILL BE A TWO WEEK PERIOD FOR THE BOD TO REVIEW AND ANY QUESTIONS THAT ARISE WILL BE DIRECTED TO SNA, VP FINANCE & ADMINISTTRATION FOR CLARIFICATION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY BOARD OF DIRECTORS. POTENTIAL CONFLICT OF INTERESTS ARE MONITORED THROUGHOUT THE YEAR BY THE CHIEF EXECUTIVE OFFICER AND BOARD OF DIRECTORS. STANDARDS OF BUSINESS CONDUCT IS SENT TO POTENTIAL BOARD MEMBERS PRIOR TO SUBMITTING NAME TO THE NOMINATING COMMITTEE. CONFLICT ISSUES ARE BROUGHT FORTH TO THE ETHICS COMMITTEE AND THE PROCESS INCLUDES REVIEW OF SITUATION AND ADVISEMENT OF REQUIRED ACTION SO THAT CONFLICT NO LONGER EXISTS. THIS COULD INCLUDE A MEMBER RESIGNING FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS PAID BY THE SCHOOL NUTRITION ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION. THE ASSOCIATION USES MARKET DATA FOR NON-PROFIT ASSOCIATIONS OF LIKE SIZE LOCATED IN THE WASHINGTON, DC AREA. THE FOUNDATION DOES NOT HAVE EMPLOYEES, THEY REIMBURSE THE SCHOOL NUTRITION ASSOCIATION (SNA) FOR SALARIES AND BENEFITS INCURRED ON BEHALF OF THE SCHOOL NUTRITION FOUNDATION. THE DATA IS REVIEWED BY THE SCHOOL NUTRITION ASSOCIATION EXECUTIVE COMMITTEE AND THEN VOTED ON BY THE FULL SCHOOL NUTRITION ASSOCIATION BOARD OF DIRECTORS. FOR ALL STAFF, AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTED A MARKET SALARY REVIEW. THE CONSULTING GROUP PROVIDED GUIDANCE AS TO HOW TO ROLL DATA INTO FUTURE PERIODS TO ENSURE SNF'S SALARIES ARE WITHIN MARKET. DOLLARS ARE INCLUDED IN THE ANNUAL OPERATING BUDGET APPROVED BY THE BOARD OF DIRECTORS TO ALLOW FOR ADJUSTMENTS. SNF'S CEO REVIEWED THE MARKET SALARY DATA AND APPROVES MARKET ADJUSTMENTS BASED ON DOLLARS BUDGETED AND AVAILABLE TO SUPPORT SUCH ADJUSTMENTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SCHOOL NUTRITION ASSOCIATION 2900 S QUINCY ST STE 700 ARLINGTON VA 22206 840445578 NON-PROFIT ASSOCIATION VA 501(C)(4) 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 SCHOOL NUTRITION ASSOCIATION O 181967 CASH SCHOOL NUTRITION ASSOCIATION M 59055 CASH SCHOOL NUTRITION ASSOCIATION N 14898 CASH SCHOOL NUTRITION ASSOCIATION P 118655 CASH SCHOOL NUTRITION ASSOCIATION C 78000 CASH SCHOOL NUTRITION ASSOCIATION S 129000 CASH SCHOOL NUTRITION ASSOCIATION B 111900 CASH SCHEDULE R, PART II THE SCHOOL NUTRITION FOUNDATION (SNF) IS A SEPARATE FOUNDATION AND IS NOT CONTROLLED BY THE ASSOCIATION. SNF SHARES STAFF AND OFFICE SPACE AT THE ASSOCIATION'S HEADQUARTERS AND REIMBURSES THE ASSOCIATION FOR ITS SHARE OF THE COSTS. SUCH COST TOTALED $191,398 AND $137,252 FOR THE YEARS ENDED JULY 31, 2025 AND 2024, RESPECTIVELY. AT JULY 31, 2025 AND 2024, $81,546 AND $20,670, RESPECTIVELY, WAS OWED TO SNA.