2026-06-12T10:00:32-05:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-08-01 840445578 SCHOOL NUTRITION ASSOCIATION INC SCHO 7038243000 2900 S QUINCY STREET 700 ARLINGTON VA 22206 PATRICIA MONTAGUE CEO 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 15774326 0 X WWW.SCHOOLNUTRITION.ORG X 1946 VA SNA EMPOWERS AND SUPPORTS SCHOOL NUTRITION PROFESSIONALS IN ADVANCING THE ACCESSIBILITY, QUALITY AND INTEGRITY OF SCHOOL NUTRITION PROGRAMS. 14 14 49 100 1524423 207609 988980 1183922 11904852 12021649 1512454 488059 135749 541432 14542035 14235062 78000 101776 0 0 5389961 6027978 0 0 0 7771433 7321013 13239394 13450767 1302641 784295 21161049 22384614 7557416 7643788 13603633 14740826 X TO EMPOWER AND SUPPORT SCHOOL NUTRITION PROFESSIONALS IN ADVANCING THE ACCESSIBILITY, QUALITY AND INTEGRITY OF SCHOOL NUTRITION PROGRAMS. 0 0 4511051 0 6569010 MEETINGS AND EDUCATION: PROVIDED TRAINING, EDUCATION AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS THROUGHOUT THE YEAR WITH VIRTUAL TRAININGS AND IN-PERSON CONFERENCES. EACH CONFERENCE WAS FILLED WITH EDUCATIONAL SESSIONS THAT FOCUSED ON THE NEEDS OF OUR MEMBERSHIP BASE. 1363708 0 28295 COMMUNICATIONS: PRODUCES THE AWARD-WINNING SCHOOL NUTRITION MAGAZINE WHICH IS THE OFFICIAL PUBLICATION OF THE SCHOOL NUTRITION ASSOCIATION AND IS READ BY SNA'S 46,000 PLUS MEMBERS. THE MAGAZINE ALSO COUNTS AMONG ITS READERS SOME 2,000 NON-MEMBERS WITH AN INTEREST IN CHILD NUTRITION. READERS TURN TO SNA FOR THE LATEST INFORMATION ON A HOST OF ITEMS THAT AFFECT THE SUCCESSFUL OPERATION OF A SCHOOL FOOD SERVICE PROGRAM. ALSO, PRODUCE SEVERAL ENEWSLETTERS THAT UPDATE MEMBERS ON A DAILY OR WEEKLY BASIS WITH NEWS STORIES THAT MAY AFFECT THEIR CHILD NUTRITION PROGRAMS. THE NEWSLETTERS ARE OFFERED THROUGH AN EMAIL SUBSCRIPTION BASE SERVICE. 803439 0 0 GOVERNMENT AFFAIRS: SNA ADVOCATES FOR ISSUES AND LEGISLATION THAT DIRECTLY AFFECT SCHOOL NUTRITION PROGRAMS THROUGHOUT THE UNITED STATES. SNA REMAINS COMMITTED TO ADVOCATING FOR INCREASED FUNDING FOR CHILD NUTRITION PROGRAMS DUE TO THE INCREASE IN FOOD, MILK AND EQUIPMENT COSTS, COMBINED WITH HIGH LABOR AND BENEFITS COSTS. SNA HAS ENGAGED IN A DIALOGUE WITH SCHOOL NUTRITION PROFESSIONALS TO ADVOCATE FOR NATIONAL SCHOOL NUTRITION STANDARDS FOR SCHOOL MEALS AND OTHER FOODS AND BEVERAGES AVAILABLE IN SCHOOLS. SNA POSITIONS ITSELF AS A LEADER IN THE CHILD NUTRITION REAUTHORIZATION PROCESS BY OFFERING ADVOCACY TOOLS FOR OUR MEMBERS AS WELL AS STATING A STRONG POSITION TO CONGRESS ON THE IMPORTANCE OF CHILD NUTRITION PROGRAMS THAT WILL IMPROVE HEALTH OUTCOMES FOR CHILDREN. SNA ALSO SERVES AS THE GO TO SOURCE FOR OTHER MEDIUMS IN PROVIDING POSITIVE AND PROFESSIONAL IMAGES OF THE SCHOOL NUTRITION PROFESSION TO THE PUBLIC AT LARGE. 742544 0 462579 MARKETING AND PUBLIC RELATIONS: SNA IS CONTINUOUSLY INVOLVED IN INVESTIGATING THE LATEST TRENDS FACTORS AND ISSUES IMPACTINGSCHOOLNUTRITION. RESEARCH IS DESIGNED AND CONDUCTED TO MEET NEEDS OF ASSOCIATION MEMBERS AND THE GENERAL PUBLIC. SNA ALSO OFFERSA VARIETYOF MATERIALS TO ASSIST MEMBERS IN PROMOTING SCHOOL NUTRITION PROGRAMS AND HEALTHY SCHOOL MEALS. THE RESOURCES ASSISTSMEMBERS WITHIDENTIFYING NEW MARKETING OPPORTUNITIES, AND PROVIDE FRESH IDEAS ON WAYS TO EDUCATE THE COMMUNITY ABOUT SCHOOLNUTRITION. SNA ALSOCELEBRATES MEMBERS WHO WORK EVERY DAY TO ENSURE WELLNOURISHED STUDENTS ACROSS THE COUNTRY ARE PREPARED 133891 0 338982 CERTIFICATE AND CREDENTIALING: SNA DEVELOPS AND ENCOURAGES THE HIGHEST STANDARDS IN SCHOOL NUTRITION PROGRAMS ANDPROVIDESEDUCATIONAL OPPORTUNITIES TO ENSURE THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS. SNA'S CERTIFICATE PROGRAM IS BASED ON THESTANDARDSOF PRACTICE AND INDICATORS IN THE KEYS TO EXCELLENCE IN SCHOOL FOOD AND NUTRITION PROGRAMS THAT DEFINE NATIONALLYACCEPTEDSTANDARDS FOR QUALITY PROGRAMS. SNA ESTABLISHED THE SCHOOL NUTRITION SPECIALIST (SNS) CREDENTIALING PROGRAM TO ENHANCETHEPROFESSIONAL IMAGE OF SCHOOL NUTRITION PROFESSIONALS, ELEVATE PROFESSIONAL STANDARDS AND ENHANCE INDIVIDUAL PERFORMANCE. THESNSCREDENTIAL IS A MARK OF EXCELLENCE AND ACHIEVEMENT THAT REFLECTS WHAT IT TAKES TO MANAGE SCHOOL NUTRITION PROGRAMS INTODAY'SCHALLENGING CLIMATE. THE SNS CREDENTIALING EXAM EVALUATES CANDIDATES' KNOWLEDGE AND SKILLS REQUIRED TO PERFORM SPECIFIC JOBACTIVITIESRELATED TO MANAGING OR DIRECTING SCHOOL NUTRITION PROGRAMS. 402750 371049 BUSINESS DEVELOPMENT: SNA'S INDUSTRY PARTNERS ARE VITAL TO FURTHERING THE MISSION OF THE ASSOCIATION. THE INDUSTRY RELATIONS AREAISRESPONSIBLE FOR WORKING AND SERVICING INDUSTRY PARTNERS WITH INDUSTRY MEMBERSHIPS, MEETING SPONSORSHIPS, PARTNERSHIP PROPOSALSANDTHE PATRON PROGRAM. 78000 78000 0 MEMBERSHIP: SNA MEMBERSHIP PROVIDES EDUCATIONAL AND PROFESSIONAL DEVELOPMENT RESOURCES, ADVOCACY AND NETWORKING TO HELPSUPPORT THE CAREER OF SCHOOL NUTRITION PROFESSIONALS AND SCHOOL NUTRITION PROGRAMS. SNA MEMBERS ARE PART OF SOMETHING BIGGERTHAN JUST THEIR SCHOOL OR DISTRICT. THEY ARE JOINING THE 46,000+ COMMITTED MEMBERS FROM ACROSS THE COUNTRY WHO ARE FEEDING THEFUTURE. 15000 23776 2760770 OTHER PROGRAMS 1372185 101776 3933380 8050383 0 1 0 1 0 0 0 0 1 1 0 0 1 1 0 1 0 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 1 27 0 1 49 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X PATRICIA MONTAGUE 7038243000 2900 S QUINCY ST STE 700 ARLINGTON VA 22206 SHANNON GLEAVE PRESIDENT 5.00 0.00 X X 0 0 0 ASHLEY POWELL VICE PRESIDENT 5.00 0.00 X X 0 0 0 CHRISTOPHER BURKHARDT SECRETARY/TREASURER 5.00 1.00 X X 0 0 0 STEPHANIE DILLIARD PRESIDENT-ELECT 5.00 0.00 X X 0 0 0 LINDSAY AGUILAR DIRECTOR 2.00 0.00 X 0 0 0 DANIEL ELLNOR DIRECTOR - UNTIL JAN 2025 2.00 0.00 X 0 0 0 MICHAEL GASPER DIRECTOR 2.00 0.00 X 0 0 0 JESSICA GOULD DIRECTOR 2.00 0.00 X 0 0 0 KEBA LAIRD DIRECTOR 2.00 0.00 X 0 0 0 SUSAN MAFFE DIRECTOR 2.00 0.00 X 0 0 0 MARK OSWALT DIRECTOR 2.00 0.00 X 0 0 0 HEATHER PERRY DIRECTOR 2.00 0.00 X 0 0 0 ERIC SPAN DIRECTOR 2.00 0.00 X 0 0 0 ALYSSIA WRIGHT DIRECTOR 2.00 0.00 X 0 0 0 CATILIN LAZARSKI DIRECTOR - STARTING APRIL 2025 2.00 0.00 X 0 0 0 PATRICIA MONTAGUE CEO 40.00 5.00 X 497902 0 91747 CATHERINE SCHUCHART-UNTIL 0225 VP, GOV. AFFAIRS & MEDIA RELATIONS 40.00 0.00 X 269576 0 58970 RHEA STEELE CHIEF OF STAFF / VP, STRATEGY & GOV. 40.00 0.00 X 253064 0 45367 KIMBERLEY WILLIAMS VP, FINANCE & ADMINISTRATION 40.00 2.00 X 217347 0 47067 DANIELLE BARON VP, MAR/COMM & INDUSTRY RELATIONS 40.00 0.00 X 210644 0 36646 LAURA MAYNARD VP, MEMBERSHIP & CREDENTIALING 40.00 0.00 X 196322 0 36287 BENJAMIN YZAGUIRRE VP OF EDUCATION AND CONFERENCES 40.00 0.00 X 194966 0 58179 DIANE PRATT-HEAVNER DIRECTOR OF MEDIA RELATIONS 37.50 0.00 X 144043 0 50810 SARA KILKENNY DIRECTOR OF MEETINGS & CONFERNCES 37.50 0.00 X 142916 0 37662 SARAH YOUSSEF PROFESSIONAL DEVELOPMENT DIRECTOR 37.50 0.00 X 138078 0 13425 2264858 0 476160 10 1 1 0 ACHURCH CONSULTING LLC 11519 TAVERNAY PARKWAY CHARLOTTE NC 28262 PROJECT MANAGEMENT/IT 103789 1 111900 1072022 1183922 MEETINGS AND EDUCATION 900099 6569010 6569010 MEMBERSHIP DUES 900099 3189890 3189890 COMMUNICATIONS 900099 1552718 28295 1524423 BUSINESS DEVELOPMENT 900099 371049 371049 CERTIFICATION 541800 338982 338982 12021649 405698 405698 440566 440566 1609934 1527573 82361 82361 82361 45150 11691 33459 33459 LIST RENTAL PATRON ALLOCATION 900099 58250 58250 MISCELLANEOUS REVENUE 900099 5257 5257 ROUND TABLE REVENUE 900099 3900 3900 67407 14235062 10530685 1524423 996032 X 101776 101776 2020235 1088474 931761 3129982 1433578 1696404 169582 70886 98696 367461 166210 201251 340718 177963 162755 74375 74375 97721 97721 79824 79824 1519863 1104085 415778 1787336 1032478 754858 485809 240967 244842 400213 134410 265803 2535329 2412068 123261 102650 102650 116082 42928 73154 LICENSE FEES 55882 2806 53076 CREDIT LOSSES 54845 54845 OTHER TAXES 41754 41754 OVERHEAD ALLOCATION -56614 -56614 25944 25944 13450767 8050383 5400384 0 6964420 7468846 621986 633524 1096924 930604 330856 475417 2301064 1593973 514076 707091 8979898 9702703 2652889 2466429 21161049 22384614 1803777 2013756 2022107 2233502 3731532 3396530 7557416 7643788 X 13328449 14445744 275184 295082 13603633 14740826 21161049 22384614 784295 352898 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 SCHOOL NUTRITION ASSOCIATION PAC 2900 S QUINCY STREET SUITE 700 ARLINGTON VA 22206 840445578 0 0 1 1 0 PART I-A, LINE 1 THE SCHOOL NUTRITION ASSOCIATION PAC IS A SEPARATELY SEGREGATED FUND AS DESCRIBED IN SECTION 527(F)(3) OF THE INTERNAL REVENUE CODE. THE PAC SUPPORTS THE ELECTION CAMPAIGNS OF CANDIDATES WHO SUPPORT SNA'S MISSION. SNA PROVIDES OFFICE SPACE, USE OF EQUIPMENT AND PERSONNEL TO THE PAC AT NO CHARGE. 252727 26159 11764 267122 229209 30070 6552 252727 216878 16866 4535 229209 118158 -23949 126574 3905 216878 117544 8380 7766 118158 0.00000 0.18720 0.81280 0 0 925708 514282 411426 98728 98728 0 1276628 980963 295665 707091 DUE FROM SNF 81546 DEPOSITS 40847 DEFERRED COMPENSATION PLANS 165795 RIGHT OF USE ASSET - OPERATING 2107020 RIGHT OF USE ASSET - FINANCE 71221 2466429 DUE TO PAC 599 REFUNDS PAYABLE 83692 DEFERRED COMPENSATION PLANS 165795 LEASE LIABILITY - OPERATING 3075223 LEASE LIABILITY - FINANCE 71221 3396530 14519827 352898 352898 14166929 79824 -11691 68133 14235062 13382634 11691 11691 13370943 79824 79824 13450767 PART V, LINE 4: IN 1986 AN ENDOWMENT WAS ESTABLISHED TO HONOR US REPRESENTATIVE CARL D PERKINS, A STRONG SUPPORTER OF CHILD NUTRITION PROGRAMS. FUNDS ARE USED TO SUPPORT ADVOCACY AND PUBLIC RELATION EFFORTS REGARDING THE IMPORTANCE OF SCHOOL NUTRITION PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -11,691. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 11,691. 1 SCHOOL NUTRITION FOUNDATION 2900 S QUINCY STREET STE 700 ARLINGTON VA 22206 846039412 501(C)(3) 78000 0 N/A N/A SCHOLARSHIP PROGRAM 1 0 PART I, LINE 2: BOARD MEETING MINUTES AS WELL AS AN ANNUAL BUDGETING PROCESS. X X X X 0 0 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 453182 0 44720 0 0 0 27925 0 63822 0 589649 0 0 0 CATHERINE SCHUCHART-UNTIL 0225 VP, GOV. AFFAIRS & MEDIA RELATIONS 262875 0 6676 0 25 0 17130 0 41840 0 328546 0 0 0 RHEA STEELE CHIEF OF STAFF / VP, STRATEGY & GOV. 226230 0 26709 0 125 0 14898 0 30469 0 298431 0 0 0 KIMBERLEY WILLIAMS VP, FINANCE & ADMINISTRATION 199561 0 17736 0 50 0 13367 0 33700 0 264414 0 0 0 BENJAMIN YZAGUIRRE VP OF EDUCATION AND CONFERENCES 188423 0 6493 0 50 0 11044 0 47135 0 253145 0 0 0 DANIELLE BARON VP, MAR/COMM & INDUSTRY RELATIONS 195718 0 14876 0 50 0 12700 0 23946 0 247290 0 0 0 LAURA MAYNARD VP, MEMBERSHIP & CREDENTIALING 188158 0 8139 0 25 0 12214 0 24073 0 232609 0 0 0 DIANE PRATT-HEAVNER DIRECTOR OF MEDIA RELATIONS 144043 0 0 0 0 0 9759 0 41051 0 194853 0 0 0 SARA KILKENNY DIRECTOR OF MEETINGS & CONFERNCES 142916 0 0 0 0 0 9152 0 28510 0 180578 0 0 0 SARAH YOUSSEF PROFESSIONAL DEVELOPMENT DIRECTOR 138078 0 0 0 0 0 8548 0 4877 0 151503 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT-WHO SERVES AS CHAIR,PRESIDENT-ELECT, VICE PRESIDENT, SECRETARY TREASURER AND TWO DIRECTORS IN THE SECOND OR THIRD YEAR OF THEIR TERMS, ELECTED BY THE BOARD OF DIRECTORS. THE CEO SERVES AS A NONVOTING MEMBER. THE EXECUTIVE COMMITTEE SHALL ASSIST THE BOARD IN MANAGING SNA ON ISSUES THAT ARE TIME SENSITIVE BETWEEN OFFICIAL BOARD MEETINGS AND, IN SUCH CASES, SHALL HAVE THE AUTHORITY OF THE BOARD PROVIDED THAT THE EXECUTIVE COMMITTEE DOES NOT ALTER OR ACT CONTRARY TO ESTABLISHED BOARD POLICIES. THE EXECUTIVE COMMITTEE SHALL ALSO CARRY OUT TASKS REFERRED TO IT BY THE BOARD. ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE COMMUNICATED TO THE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHTS TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO ARE ENTITLED TO VOTE FOR THE ELECTION OF ITS DIRECTORS AND OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B DELEGATES CHOSEN BY STATE AFFILIATES DETERMINE REPRESENTATION IN THE ANNUAL DELEGATE ASSEMBLY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 WILL BE SHARED AND REVIEWED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY BOARD OF DIRECTORS. STANDARDS OF BUSINESS CONDUCT IS SENT TO POTENTIAL BOARD MEMBERS PRIOR TO SUBMITTING NAME TO THE LEADERSHIP DEVELOPMENT COMMITTEE. BOARD OF DIRECTORS AND THE CEO MONITOR THE ADHERENCE TO THE POLICY. 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 BEING REMOVED FROM THE DISCUSSION OR RESIGNING FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO'S COMPENSATION AND ALL STAFF, THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A SALARY REVIEW OF MARKET DATA FOR NON-PROFIT ASSOCIATIONS OF LIKE SIZE LOCATED IN THE WASHINGTON, DC AREA. THIS PROCESS RECENTLY TOOK PLACE IN 2023. 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 SNA'S SALARIES ARE WITHIN MARKET. DOLLARS ARE INCLUDED IN THE ANNUAL OPERATING BUDGET APPROVED BY THE BOARD OF DIRECTORS TO ALLOW FOR ADJUSTMENTS. SNA'S CEO REVIEWED THE MARKET SALARY DATA AND APPROVES MARKET ADJUSTMENTS BASED ON DOLLARS BUDGETED AND AVAILABLE TO SUPPORT SUCH ADJUSTMENTS. THIS PROCESS TOOK PLACE IN 2023 FOR ALL STAFF AND AS STAFF POSITION ARE VACATED THEY ARE REASSESS BY CONSULTANT TO CONFIRM CURRENT MARKET SALARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY POSTED ON ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES EXPENSE: PROGRAM SERVICE EXPENSES 1,104,085. MANAGEMENT AND GENERAL EXPENSES 415,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,519,863. SCHOOL NUTRITION FOUNDATION 2900 S QUINCY STREET ARLINGTON VA 22206 846039412 PROVIDE RESOURCES TO SCHOOL NUTRITION PROFESSIONALS VA PC LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1