2016-05-13T10:41:50-05:00 2015-07-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-08-01 840445578 SCHOOL NUTRITION ASSOCIATION INC SCHO 3016863100 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 PATRICIA MONTAGUE CEO 3016863100 2016-05-04 1 DAVID TRIMNER P00444822 5712279500 2014 2016-08-17 19:52:53Z PATRICIA MONTAGUE 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 12290508 0 X WWW.SCHOOLNUTRITION.ORG X 1946 VA EDUCATING AND EMPOWERING MEMBERS TO ADVANCE THE QUALITY OF SCHOOL MEAL PROGRAMS. 19 19 53 80 2025224 334851 717626 882917 10120515 9673888 602977 263287 322983 260660 11764101 11080752 0 0 0 0 4336940 4352670 0 0 0 6723769 6280615 11060709 10633285 703392 447467 11098234 12020207 3688756 4266093 7409478 7754114 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 3213234 4485290 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. 1807593 2025224 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. 845369 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. 214195 397253 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. 373400 409102 BUSINESS DEVELOPMENTSNA'S INDUSTRY PARTNERS ARE VITAL TO FURTHERING THE MISSION OF THE ASSOCIATION. THE INDUSTRY RELATIONS AREA IS RESPONSIBLE FOR WORKING AND SERVICING INDUSTRY PARTNERS WITH INDUSTRY MEMBERSHIPS, MEETING SPONSORSHIPS, PARTNERSHIP PROPOSALS AND THE PATRON PROGRAM. 634847 198190 MARKETINGSNA 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. 2158829 OTHER PROGRAM SERVICES 1222442 3163374 7088638 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 24 0 53 1 1 1 0 0 0 1 1 0 0 0 0 0 X 19 19 0 0 1 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 0 0 0 X PATRICIA MONTAGUE 3016863100 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 JULIA BAUSCHER PRESIDENT 15.00 X X 0 0 0 JEAN RONNEI PRESIDENT-ELECT 15.00 X X 0 0 0 BECKY DOMOKOS-BAYS VICE PRESIDENT 15.00 X X 0 0 0 LINDA EICHENBERGER SECRETARY /TREASURER 15.00 X X 0 0 0 SARA GASIOROWSKI MIDEAST REGIONAL DIRECTOR 1.00 X 0 0 0 MICHELINE PIEKARSKI MIDWEST REGIONAL DIRECTOR 1.00 X 0 0 0 DEBBI BEAUVAIS NORTHEAST REGIONAL DIRECTOR 1.00 X 0 0 0 DEBORAH KALLIO NORTHWEST REGTIONAL DIRECTOR 1.00 X 0 0 0 MELISSA LIVESAY SOUTHEAST REGIONAL DIRECTOR 1.00 X 0 0 0 KEVIN PONCE SOUTHWEST REGTIONAL DIRECTOR 1.00 X 0 0 0 LYNELLE GRUMBLES WEST REGIONAL DIRECTOR 1.00 X 0 0 0 GAY ANDERSON EDUCATION COMMITTEE 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 WENDY WEYER PUBLIC POLICY & LEGISLATIVE COMMITTEE CHAIR 1.00 X 0 0 0 JILL KIDD 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 PATRICIA MONTAGUE CEO 40.00 X 305856 0 39926 KIMBERLEY WILLIAMS SVP FINANCE & TECHNOLOGY 37.50 X 120625 0 26170 JENNIFER LEWI SVP, MEMBERSHIP & MARKETING 37.50 X 189572 0 12024 CATHERINE SCHUCHART SVP GOVERNMENT AFFAIRS & MEDIA RELATIONS 37.50 X 166752 0 20800 SHERRY CARRIGAN SVP BUSINESS DEVELOPMENT & MEETINGS 37.50 X 141974 0 31078 MARCELO ESQUIVEL DIRECTOR OF INFORMATION TECHNOLOGY 37.50 X 125166 0 29122 JEAN GERAGHTY CHIEF OF STAFF 37.50 X 124435 0 11539 MARIA ROBERTSON FORMER EMPLOYEE 0.00 X 128553 0 25232 DANNY SEYMOUR FORMER EMPLOYEE 0.00 X 142536 0 10417 1445469 0 206308 10 1 1 0 BARNES & THORNBURG LLP 3475 PIEDMONT RD NE SUITE 1700 ATLANTA GA 30305 LOBBY LEGISLATIVE AND PUBLIC POLICY ISSU 451523 RR DONNELLY ONE SHENNADOAH VALLEY DRIVE STRASBURG VA 22657 MONTHLY MAGAZINE PRINTING AND DISTRIBUTI 370880 AVMG INC 3310 MATRIX DR SUITE 200 RICHARDSON TX 75082 AUDIO VISUAL EQUIPMENT/SERVICES FOR SNA 369047 BARBARA BOYCE 2050 S JAMAICA CT AURORA CO 80014 ADVERTISING SALES REP 357971 MASSACHUSETTS CONVENTION CENTER 415 SUMMER ST SOUTH BOSTON MA 02210 ANNUAL CONFERENCE 301541 16 882917 882917 MEETINGS AND EDUCATION 900099 4485290 4485290 MEMBERSHIP DUES 900099 2567931 2567931 ADVERTISING 541800 2025224 2025224 CERTIFICATION 900099 397253 397253 198190 198190 9673888 257241 257241 260324 260324 1215802 1209756 6046 6046 6046 MISCELLANEOUS 900099 336 336 336 11080752 7648664 2025224 523947 X 850427 609067 241360 2791793 1492775 1299018 169738 86230 83508 287447 137059 150388 253265 144839 108426 74214 74214 55484 55484 197008 157008 40000 39211 39211 1853842 1458281 395561 90983 80585 10398 437494 193248 244246 113892 11000 102892 558537 334767 223770 617823 168996 448827 2227369 2184046 43323 26495 26495 67145 14871 52274 UBIT 103687 103687 BAD DEBT 15834 15834 OVERHEAD ALLOCATION -250390 -3014 -247376 HONORARIUM 29050 1050 28000 22937 17830 5107 10633285 7088638 3544647 0 3328532 4183611 523508 517160 90000 45000 410200 323274 186085 238288 677860 630878 38437 46982 5623055 5748488 22198 15439 876219 901965 11098234 12020207 1050221 1327043 1639180 1792434 999355 1146616 3688756 4266093 X 7035726 7503168 323752 200946 50000 50000 7409478 7754114 11098234 12020207 447467 -102831 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5 0 0 0 0 SCHOOL NUTRITION ASN INC 120 WATERFRONT STREET STE 300 NATIONAL HARBOR MD 20745 840445578 7910 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. 103592 8607 3210 1163 107826 89157 23432 8997 103592 84521 5568 932 89157 84153 4220 3852 84521 88116 3772 7735 84153 0.46370 0.53630 0 0 677860 630878 46982 46982 DUE FROM SNF 48770 DEPOSITS 38163 DEFERRED COMPENSATION PLANS 678678 REBATES RECEIVABLE 136354 901965 FIXED ANNUITY LIABILITY 15439 DEFERRED RENT 424134 DUE TO PAC 2819 REFUNDS PAYABLE 25546 DEFERRED COMPENSATION PLANS 678678 1146616 X 10977921 -102831 -102831 11080752 0 11080752 10633285 0 10633285 0 10633285 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 1 0 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 294115 0 11741 0 0 0 19296 0 20630 0 345782 0 0 0 JENNIFER LEWI SVP, MEMBERSHIP & MARKETING 162355 0 23500 0 3717 0 10553 0 1471 0 201596 0 0 0 CATHERINE SCHUCHART SVP GOVERNMENT AFFAIRS & MEDIA RELAT 159252 0 7500 0 0 0 10211 0 10589 0 187552 0 0 0 SHERRY CARRIGAN SVP BUSINESS DEVELOPMENT & MEETINGS 118129 0 23500 0 345 0 8302 0 22776 0 173052 0 0 0 MARCELO ESQUIVEL DIRECTOR OF INFORMATION TECHNOLOGY 122866 0 2300 0 0 0 8404 0 20718 0 154288 0 0 0 MARIA ROBERTSON FORMER EMPLOYEE 124553 0 4000 0 0 0 8492 0 16740 0 153785 0 0 0 DANNY SEYMOUR FORMER EMPLOYEE 131362 0 0 0 11174 0 8551 0 1866 0 152953 0 0 0 PART I, LINE 4A DANNY SEYMOUR RECEIVED SEVERANCE PAY OF $22,324. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATIONS BYLAWS WERE AMENDED IN JULY 2015 TO REDUCE THE SIZE OF SNA'S BOARD. 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 MAY 31 ARE PERMITTED TO VOTE FOR THE POSITION OF VICE PRESIDENT, SECRETARY/TREASURER, 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 2012. COST OF LIVING ADJUSTMENTS WERE MADE IN 2013 AND 2014 , AND THE ORGANIZATION IS UNDERTAKING AN UPDATED COMPENSATION ANALYSIS DURING TAX YEAR 2015. FOR KEY STAFF AND OFFICERS, AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A MARKET SALARY REVIEW EVERY FEW YEARS. IN BETWEEN, SALARIES ARE MONITORED THROUGH THE RECRUITING AND HIRING PROCESS AND MONITORING OF PUBLISHED SALARY SURVEYS FOR NONPROFIT ORGANIZATIONS. DOLLARS ARE INCLUDED IN ANNUAL OPERATING BUDGET APPROVED BY THE BOARD OF DIRECTORS TO ALLOW FOR SUCH ADJUSTMENTS. SNA'S CEO REVIEWS THE MARKET SALARY REVIEW RECOMMENDATIONS AND APPROVES MARKET ADJUSTMENTS BASED ON DOLLARS BUDGETED AND AVAILABLE TO SUPPORT SUCH ADJUSTMENTS. THIS PROCESS WAS LAST COMPLETED IN 2012. COST OF LIVING ADJUSTMENTS WERE MADE IN 2013 AND 2014, AND THE ORGANIZATION IS UNDERTAKING AN UPDATED COMPENSATION ANALYSIS DURING TAX YEAR 2015. 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 FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 1,458,281. MANAGEMENT AND GENERAL EXPENSES 395,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,853,842.