2017-06-13T09:26:33-05:00 2016-07-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-08-01 840445578 SCHOOL NUTRITION ASSOCIATION INC SCHO 3016863100 120 WATERFRONT STREET NO 300 NATIONAL HARBOR MD 20745 PATRICIA MONTAGUE CEO 3016863100 2017-06-09 1 HEMALI PATEL P01337292 5712279500 2015 2021-01-29 14:40:06Z PATRICIA MONTAGUE 120 WATERFRONT STREET NO 300 NATIONAL HARBOR MD 20745 13889112 0 X WWW.SCHOOLNUTRITION.ORG X 1946 VA EDUCATING AND EMPOWERING MEMBERS TO ADVANCE THE QUALITY OF SCHOOL MEAL PROGRAMS. 19 19 54 80 2186969 509870 882917 907773 9673888 10608658 263287 21452 260660 244671 11080752 11782554 0 0 0 0 4352670 4479727 0 0 0 6280615 6764129 10633285 11243856 447467 538698 12020207 12534686 4266093 4213040 7754114 8321646 X SNA IS THE NATIONAL ORGANIZATION OF SCHOOL NUTRITION PROFESSIONALS COMMITTED TO ADVANCING THE QUALITY OF SCHOOL MEAL PROGRAMS THROUGH EDUCATION AND ADVOCACY. 0 0 3164209 5070630 MEETINGS AND EDUCATIONPROVIDED TRAINING, EDUCATION AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS THROUGH THE USE OF 2 SMALL MEETINGS AND 1 LARGE CONFERENCE. EACH CONFERENCE WAS FILLED WITH EDUCATIONAL SESSIONS THAT FOCUSED ON THE NEEDS OF OUR MEMBERSHIP BASE. AT OUR LARGEST CONFERENCE THERE WAS AN OPPORTUNITY FOR OUR MEMBERS TO SEE EXHIBITS THAT DISPLAYED THE NEWEST TECHNOLOGY AND PRODUCTS THAT ARE PART OF THE SCHOOL FOODSERVICE MARKET. OTHER EDUCATIONAL OPPORTUNITIES EXISTED WITH ONLINE EDUCATION COURSES. 1924029 2186969 COMMUNICATIONSPRODUCE THE AWARD WINNING SCHOOL NUTRITION MAGAZINE WHICH IS THE OFFICIAL PUBLICATION OF THE SCHOOL NUTRITION ASSOCIATION AND IS READ BY SNA'S 55,000 PLUS MEMBERS-THE WORLD'S TOP SCHOOL NUTRITION PROFESSIONALS. 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 FOODSERVICE 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. 926112 GOVERNMENT AFFAIRSSCHOOL NUTRITION ASSOCIATION (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 ENERGY COSTS, COMBINED WITH HIGH LABOR AND BENEFITS COSTS, THE FEDERAL SCHOOL MEAL REIMBURSEMENT NO LONGER COVERS THE COST TO PREPARE A BALANCED, NUTRITIOUS SCHOOL MEAL. 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. 631605 170836 MARKETING: SNA IS CONTINUOUSLY INVOLVED IN INVESTIGATING THE LATEST TRENDS, FACTORS AND ISSUES IMPACTING SCHOOL NUTRITION. RESEARCH IS DESIGNED AND CONDUCTED TO MEET NEEDS OF ASSOCIATION MEMBERS AND THE GENERAL PUBLIC. SNA ALSO OFFERS A VARIETY OF MATERIALS TO ASSIST MEMBERS IN PROMOTING SCHOOL NUTRITION PROGRAMS AND HEALTHY SCHOOL MEALS. THE RESOURCES ASSISTS MEMBERS WITH IDENTIFYING NEW MARKETING OPPORTUNITIES, AND PROVIDE FRESH IDEAS ON WAYS TO EDUCATE THE COMMUNITY ABOUT SCHOOL NUTRITION. 422822 THE BUSINESS DEVELOPMENT INDUSTRY RELATIONS AREA IS RESPONSIBLE FOR WORKING AND SERVICING INDUSTRY PARTNERS WITH INDUSTRY MEMBERSHIP, MEETING SPONSORSHIPS, PARTNERSHIP PROPOSALS AND THE PATRON PROGRAM. 113141 432202 CERTIFICATE AND CREDENTIALING: SNA DEVELOPS AND ENCOURAGES THE HIGHEST STANDARDS IN SCHOOL NUTRITION PROGRAMS AND PROVIDES EDUCATIONAL OPPORTUNITIES TO ENSURE THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS. SNA'S CERTIFICATE PROGRAM IS BASED ON THE STANDARDS OF PRACTICE AND INDICATORS IN THE KEYS TO EXCELLENCE IN SCHOOL FOOD AND NUTRITION PROGRAMS THAT DEFINE NATIONALLY ACCEPTED STANDARDS FOR QUALITY PROGRAMS.SNA ESTABLISHED THE SCHOOL NUTRITION SPECIALIST (SNS) CREDENTIALING PROGRAM TO ENHANCE THE PROFESSIONAL IMAGE OF SCHOOL NUTRITION PROFESSIONALS, ELEVATE PROFESSIONAL STANDARDS AND ENHANCE INDIVIDUAL PERFORMANCE. THE SNS CREDENTIAL IS A MARK OF EXCELLENCE AND ACHIEVEMENT THAT REFLECTS WHAT IT TAKES TO MANAGE SCHOOL NUTRITION PROGRAMS IN TODAY'S CHALLENGING CLIMATE. THE SNS CREDENTIALING EXAM EVALUATES CANDIDATES' KNOWLEDGE AND SKILLS REQUIRED TO PERFORM SPECIFIC JOB ACTIVITIES RELATED TO MANAGING OR DIRECTING SCHOOL NUTRITION PROGRAMS. 2748021 OTHER PROGRAM SERVICES 1167568 3351059 7181918 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 54 1 1 1 0 0 0 1 1 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 1 0 X PATRICIA MONTAGUE 3016863100 120 WATERFRONT STREET NO 300 NATIONAL HARBOR MD 20745 JEAN RONNEI PRESIDENT 15.00 X X 0 0 0 BECKY DOMOKOS-BAYS PRESIDENT-ELECT 15.00 X X 0 0 0 LYNN HARVEY VICE PRESIDENT 15.00 X X 0 0 0 LINDA EICHENBERGER SECRETARY / TREASURER 15.00 X X 0 0 0 JESSICA SHELLY MIDEAST REGIONAL DIRECTOR 1.00 X 0 0 0 LORI DANELLA MIDWEST REGIONAL DIRECTOR 1.00 X 0 0 0 DEBBI BEAUVAIS NORTHEAST REGIONAL DIRECTOR 1.00 X 0 0 0 DEBORAH KALLIO NORTHWEST REGIONAL DIRECTOR 1.00 X 0 0 0 REGINALD ROSS SOUTHEAST REGIONAL DIRECTOR 1.00 X 0 0 0 KEVIN PONCE SOUTHWEST REGIONAL DIRECTOR 1.00 X 0 0 0 ANGELA HANEY WEST REGIONAL DIRECTOR 1.00 X 0 0 0 KATHLEEN BURRILL PROFESSIONAL DEVELOPMENT COMM CHAIR 1.00 X 0 0 0 RENEE HANKS MEMBER SERVICES COMMITTEE CHAIR 1.00 X 0 0 0 CAROL WEEKLY NUTRITION COMMITTEE CHAIR 1.00 X 0 0 0 DOUG DAVIS PUBLIC POLICY & LEGISLATIVE COMMITTEE CHAIR 1.00 X 0 0 0 BETH MINCEMOYER EGAN RESEARCH COMMITTEE CHAIR 1.00 X 0 0 0 GARY VONCK INDUSTRY REPRESENTATIVE 1.00 X 0 0 0 ROXANNE KNOPS SCHOOL NUTRITION EMPLOYEE/MANAGER REP 1.00 X 0 0 0 DONNA PARSONS STATE AGENCY REP 1.00 X 0 0 0 SANDRA FORD SCHOOL NUTRITION FOUNDATION REP 1.00 X 0 0 0 PATRICIA MONTAGUE CEO 37.50 X 335370 0 43018 KIMBERLEY WILLIAMS SVP FINANCE & TECHNOLOGY 37.50 X 129306 0 23575 JENNIFER LEWI SVP, MEMBERSHIP & MARKETING 37.50 X 179765 0 12782 CATHERINE SCHUCHART SVP GOVERNMENT AFFAIRS & MEDIA RELATIONS 37.50 X 172830 0 22490 SHERRY CARRIGAN SVP BUSINESS DEVELOPMENT & MEETINGS 37.50 X 155330 0 15804 JEAN GERAGHTY CHIEF OF STAFF 37.50 X 161903 0 14456 MARCELO ESQUIVEL DIRECTOR OF INFORMATION TECHNOLOGY 37.50 X 134267 0 27225 PATRICIA FITZGERALD SENIOR DIRECTOR DIGITAL & PRINT COMMUNICATION 37.50 X 110684 0 16592 DIANE-PRATT HEAVNER DIRECTOR OF MEDIA RELATIONS 37.50 X 103453 0 25486 1482908 0 201428 9 0 1 0 BARBARA BOYCE 2050 S JAMAICA CT AURORA CO 80014 ADVERTISING SALES REP 411334 RR DONNELLY ONE SHENNADOAH VALLEY DRIVE STRASBURG VA 22657 MONTHLY MAGAZINE PRINTING AND DISTRIBUTI 396211 FREEMAN AUDIO VISUAL PO BOX 850038 DALLAS TX 75285 AUDIO VISUAL EQUIPMENT/SERVICES FOR SNA 368285 NEXTLEVEL PRODUCTIONS AND TALENT 1150 INDIANPIPE RD LAKE ORION MI 48360 TALENT MANAGEMENT 296421 14 907773 907773 MEETINGS AND EDUCATION 900099 5070630 5070630 MEMBERSHIP DUES 900099 2748021 2748021 ADVERTISING 541800 2186969 2186969 CERTIFICATION 900099 432202 432202 170836 170836 10608658 209548 209548 236415 236415 1918462 2106558 -188096 -188096 -188096 TRAINING NEEDS ASSESSMENT FEES 900099 7400 7400 856 856 8256 11782554 8421689 2186969 266123 X 1300701 903424 397277 2515468 1074157 1441311 153369 62864 90505 228365 55995 172370 281824 143243 138581 71754 7405 64349 58005 58005 156183 156183 39244 39244 1644090 1260380 383710 63031 54396 8635 399276 115139 284137 246647 108427 138220 584734 306536 278198 84157 20562 63595 2874012 2491438 382574 175000 175000 29060 29060 73482 15930 57552 UBIT 259983 259983 BAD DEBT 8615 8615 OVERHEAD ALLOCATION -260860 -2847 -258013 TEMP AGENCY STAFF 206761 125748 81013 50955 22955 28000 11243856 7181918 4061938 0 4183611 4519401 517160 510671 45000 323274 558398 238288 203460 696189 659939 46982 36250 5748488 5766299 15439 7866 901965 932341 12020207 12534686 1327043 1464142 1792434 1754429 1146616 994469 4266093 4213040 X 7503168 8181185 200946 90461 50000 50000 7754114 8321646 12020207 12534686 538698 28834 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100 SCHOOL NUTRITION ASN INC 120 WATERFRONT STREET STE 300 NATIONAL HARBOR MD 20745 840445578 6505 1 0 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. 107826 -451 1124 106251 103592 8607 3210 1163 107826 89157 23432 8997 103592 84521 5568 932 89157 84153 4220 3852 84521 0.47000 0.53000 0 0 696189 659939 36250 36250 DUE FROM SNF 119200 DEPOSITS 38163 DEFERRED COMPENSATION PLANS 628911 REBATES RECEIVABLE 146067 932341 FIXED ANNUITY LIABILITY 7866 DEFERRED RENT 351095 DUE TO PAC 1393 REFUNDS PAYABLE 5204 DEFERRED COMPENSATION PLANS 628911 994469 X 11811388 28834 28834 11782554 0 11782554 11243856 0 11243856 0 11243856 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 X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION IS SUBJECT TO TAXES ON ITS UNRELATED BUSINESS ACTIVITIES WHICH CONSIST PRINCIPALLY OF ADVERTISING. THE ASSOCIATIONS' INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ASSOCIATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. X X X X 0 0 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 305087 0 30283 0 0 0 19831 0 23187 0 378388 0 0 0 KIMBERLEY WILLIAMS SVP FINANCE & TECHNOLOGY 125806 0 3500 0 0 0 8177 0 15398 0 152881 0 0 0 JENNIFER LEWI SVP, MEMBERSHIP & MARKETING 174022 0 3500 0 2243 0 11311 0 1471 0 192547 0 0 0 CATHERINE SCHUCHART SVP GOVERNMENT AFFAIRS & MEDIA RELAT 169330 0 3500 0 0 0 11006 0 11484 0 195320 0 0 0 SHERRY CARRIGAN SVP BUSINESS DEVELOPMENT & MEETINGS 149587 0 3500 0 2243 0 9723 0 6081 0 171134 0 0 0 JEAN GERAGHTY CHIEF OF STAFF 156160 0 3500 0 2243 0 10150 0 4306 0 176359 0 0 0 MARCELO ESQUIVEL DIRECTOR OF INFORMATION TECHNOLOGY 131567 0 2700 0 0 0 8552 0 18673 0 161492 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OF THE ORGANIZATION SHALL CONSIST OF THREE CLASSES: INDIVIDUAL, SCHOOL DISTRICT/ORGANIZATION OWNED AND ASSOCIATE MEMBERSHIP. WHEN STATE AFFILIATES EXIST, SCHOOL NUTRITION, RETIRED AND STUDENT MEMBERS SHALL ALSO BE MEMBERS OF THE STATE AFFILIATE. FORM 990, PART VI, SECTION A, LINE 7A SCHOOL NUTRITION MEMBERS IN GOOD STANDING AS OF NOV 30 ARE PERMITTED TO VOTE FOR THE POSITION OF VICE PRESIDENT, SECRETARY/TREASURER AND COMMITTEE CHAIRS, AS WELL AS OTHER POSITIONS BASED ON MEMBERSHIP TYPE AND GEOGRAPHIC REGION. MEMBERS IN THE AFFILIATE, OTHER OR STUDENT MEMBERSHIP CATEGORY ARE NOT ELIGIBLE TO VOTE. THE SLATE OF CANDIDATES THAT A MEMBER IS ELIGIBLE TO VOTE FOR IS BASED ON THEIR MEMBERSHIP SECTION AND THE SNA REGION WHERE THEY WORK. FORM 990, PART VI, SECTION A, LINE 7B SCHOOL NUTRITION MEMBERS ARE REPRESENTED AT THE ANNUAL DELEGATE ASSEMBLY WHERE THEY MUST APPROVE ANY CHANGES TO THE ASSOCIATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 10B BYLAWS STATE THAT AFFILIATE STATE ASSOCIATION BYLAWS ARE NOT PERMITTED TO CONFLICT WITH THE BYLAWS OF THE NATIONAL ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED ELECTRONICALLY TO THE BOARD OF DIRECTORS PRIOR TO FILING. THERE WILL BE A TWO WEEK PERIOD FOR THE BOARD OF DIRECTORS TO REVIEW AND ANY QUESTIONS THAT ARISE WILL BE DIRECTED TO SNA, SVP FINANCE & TECHNOLOGY FOR CLARIFICATION. 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. 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 FOR THE CEO'S COMPENSATION, THE ORGANIZATION USES MARKET DATA FOR NON-PROFIT ASSOCIATIONS OF LIKE SIZE LOCATED IN THE WASHINGTON, DC AREA. THIS PROCESS WAS LAST USED IN 2016. 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G MARKETING & PUBLIC RELATIONS SERVICES: PROGRAM SERVICE EXPENSES 139,933. MANAGEMENT AND GENERAL EXPENSES 234,894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,827. MAGAZINE/PUBLICATION EXPENSES: PROGRAM SERVICE EXPENSES 1,009,027. MANAGEMENT AND GENERAL EXPENSES 52,554. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,061,581. ELECTION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,000. CONTRACTED HR SERVICES: PROGRAM SERVICE EXPENSES 88,955. MANAGEMENT AND GENERAL EXPENSES 19,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,039. MEMBERSHIP PROCESSING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 63,178. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,178. CREDENTIALING EXAM SCORING: PROGRAM SERVICE EXPENSES 22,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,465.