2024-06-11T18:53:22-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-08-01 840445578 SCHOOL NUTRITION ASSOCIATION INC SCHO 7038243000 2900 S QUINCY STREET 700 ARLINGTON VA 22206 PATRICIA MONTAGUE CEO 7038243000 2024-06-11 1 PATRICIA MONTAGUE XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2024-06-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA MONTAGUE 2900 S QUINCY STREET 700 ARLINGTON VA 22206 13715620 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 45 100 1311126 0 1760207 1076189 9676637 11065885 697908 183580 351930 487544 12486682 12813198 0 75000 0 0 4905989 5441479 0 0 0 5444445 6523806 10350434 12040285 2136248 772913 16099357 20358342 4811371 7966112 11287986 12392230 X TO EMPOWER AND SUPPORT SCHOOL NUTRITION PROFESSIONALS IN ADVANCING THE ACCESSIBILITY, QUALITY AND INTEGRITY OF SCHOOL NUTRITION PROGRAMS. 0 0 4092026 0 6274002 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. 1229460 0 29285 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. 758109 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 ENERGY 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. 754929 75000 2909122 MEMBERSHIP: SNA MEMBERSHIP PROVIDES EDUCATIONAL AND PROFESSIONAL DEVELOPMENT RESOURCES, ADVOCACY AND NETWORKING TO HELP SUPPORT THE CAREER OF SCHOOL NUTRITION PROFESSIONALS AND SCHOOL NUTRITION PROGRAMS. SNA MEMBERS ARE PART OF SOMETHING BIGGER THAN JUST THEIR SCHOOL OR DISTRICT. THEY ARE JOINING THE 46,000+ COMMITTED MEMBERS FROM ACROSS THE COUNTRY WHO ARE FEEDING THE FUTURE. 676885 57245 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. SNA ALSO CELEBRATES MEMBERS WHO WORK EVERY DAY TO ENSURE WELLNOURISHED STUDENTS ACROSS THE COUNTRY ARE PREPARED FOR SUCCESS THROUGH THE AWARDS PROGRAM. INDIVIDUALS MAY BE NOMINATED BY PEERS STAFF, COLLEAGUES, OR SUPERVISORS FOR THESE AWARDS. 152646 354108 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. 422046 130997 BUSINESS DEVELOPMENT: SNA'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. 2006506 75000 3451472 8086101 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 41 0 1 45 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 14 14 0 0 1 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 LORI ADKINS PRESIDENT 15.00 0.00 X X 0 0 0 CHRISTOPHER DERICO PRESIDENT-ELECT 15.00 0.00 X X 0 0 0 SHANNON GLEAVE VICE PRESIDENT 15.00 0.00 X X 0 0 0 WARREN DESHIELDS SECRETARY/TREASURER 15.00 1.00 X X 0 0 0 NICOLE NICOLOFF INDUSTRY ADVISORY COUNCIL CHAIR 2.00 0.00 X 0 0 0 JOANNE ROBINETT SCHOOL NUTRITION FOUNDATION CHAIR 2.00 1.00 X 0 0 0 LINDSAY AGUILAR DIRECTOR 2.00 0.00 X 0 0 0 ERIN BRONNER DIRECTOR 2.00 0.00 X 0 0 0 CHRIS BURKHARDT DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL GASPER DIRECTOR 2.00 0.00 X 0 0 0 LYNELLE JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 CINDY JONES DIRECTOR 2.00 0.00 X 0 0 0 ANNE LEAVENS DIRECTOR 2.00 0.00 X 0 0 0 HEATHER PERRY DIRECTOR 2.00 0.00 X 0 0 0 ASHLEY POWELL DIRECTOR 2.00 0.00 X 0 0 0 JILL RIGGS DIRECTOR 2.00 0.00 X 0 0 0 PATRICIA MONTAGUE CEO 40.00 5.00 X 443298 0 90487 CATHERINE SCHUCHART VP, GOV. AFFAIRS AND MEDIA RELATIONS 40.00 0.00 X 252341 0 52348 JENNIFER LEWI VP, CAREER DEVELOPMENT & CONFERENCES 40.00 0.00 X 236813 0 43359 RHEA STEELE CHIEF OF STAFF / VP, STRATEGY & GOV. 40.00 0.00 X 214528 0 45979 KIMBERLEY WILLIAMS VP, FINANCE & ADMINISTRATION 40.00 2.00 X 189218 0 31775 DANIELLE BARON VP, MAR/COMM & INDUSTRY RELATIONS 40.00 0.00 X 186343 0 27228 LAURA MAYNARD VP, MEMBERSHIP & CREDENTIALING 40.00 0.00 X 179382 0 31818 MARCELO ESQUIVEL DIRECTOR OF IT 37.50 0.00 X 168143 0 42184 DIANE PRATT-HEAVNER DIRECTOR OF MEDIA RELATIONS 37.50 0.00 X 134061 0 51524 SARA KILKENNY DIRECTOR OF MEETINGS & CONFERNCES 37.50 0.00 X 134251 0 31186 SARAH YOUSSEF PROFESSIONAL DEVELOPMENT DIRECTOR 37.50 0.00 X 116779 0 12014 2255157 0 459902 13 0 1 0 BARBARA BOYCE 2050 SOUTH JAMAICA COURT AURORA CO 80014 FORMER ADVERTISING SALES REP 374105 1 106034 970155 1076189 MEETINGS AND EDUCATION 900099 6274002 6274002 MEMBERSHIP DUES 900099 2909122 2909122 COMMUNICATIONS 900099 1340411 29285 1311126 CERTIFICATION 541800 354108 354108 BUSINESS DEVELOPMENT 900099 130997 130997 57245 57245 11065885 278030 278030 435202 435202 807972 902422 -94450 -94450 -94450 MISCELLANEOUS REVENUE 900099 52342 52342 52342 12813198 9754759 1311126 671124 75000 75000 1716316 948948 767368 2916605 1865056 1051549 177441 91232 86209 342010 190236 151774 289107 195452 93655 84321 2961 81360 90290 90290 44155 44155 1128682 888484 240198 449495 392483 57012 513802 317839 195963 349100 168327 180773 2194921 2146347 48574 256885 256885 110819 39171 71648 MAGAZINE PRINTING, PHOT 692203 688083 4120 COMMISSION ADVERTISING 558960 75357 483603 CORPORATE TAXES 144032 144032 OVERHEAD ALLOCATION -180591 1125 -181716 86732 86732 12040285 8086101 3954184 0 3831932 6184911 509860 590355 1004070 0 1188396 1095122 341322 415636 2035378 1324689 1016330 710689 7753790 8129517 453657 3232112 16099357 20358342 1259369 1671579 1700369 1975753 1851633 4318780 4811371 7966112 X 11036218 12135361 251768 256869 11287986 12392230 16099357 20358342 772913 331331 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SCHOOL NUTRITION ASSOCIATION PAC 2900 S QUINCY STREET SUITE 700 ARLINGTON VA 22206 840445578 0 3500 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. 216878 16866 4535 229209 118158 -23949 126574 3905 216878 117544 8380 7766 118158 120367 6971 9794 117544 113151 14465 7249 120367 0.00000 0.21814 0.78186 0 0 925708 359997 565711 103976 103976 0 1005694 860716 144978 710689 DUE FROM SNF 271712 DEPOSITS 40847 DEFERRED COMPENSATION PLANS 100256 RIGHT OF USE ASSET - OPERATING 2795921 RIGHT OF USE ASSET - FINANCE 23376 3232112 DUE TO PAC 3355 REFUNDS PAYABLE 186017 DEFERRED COMPENSATION PLANS 100256 LEASE LIABILITY - OPERATING 3999908 LEASE LIABILITY - FINANCE 29244 4318780 X 13100374 331331 331331 12769043 44155 44155 12813198 11996130 0 11996130 44155 44155 12040285 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. 1 SCHOOL NUTRITION FOUNDATION 2900 S QUINCY STREET STE 700 ARLINGTON VA 22206 846039412 501(C)(3) 75000 0 N/A N/A SCHOLARSHIP PROGRAM 1 PART I, LINE 2: LIST OF MEMEBERS WHO RECEIVE THE SCHARLASHIPS ARE KEPT. X X X X X 0 1 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 407579 0 35719 0 0 0 19825 0 70662 0 533785 0 0 0 CATHERINE SCHUCHART VP, GOV. AFFAIRS AND MEDIA RELATIONS 242441 0 9800 0 100 0 15888 0 36460 0 304689 0 0 0 JENNIFER LEWI VP, CAREER DEVELOPMENT & CONFERENCES 231913 0 4800 0 100 0 15074 0 28285 0 280172 0 0 0 RHEA STEELE CHIEF OF STAFF / VP, STRATEGY & GOV. 210628 0 3800 0 100 0 13921 0 32058 0 260507 0 0 0 KIMBERLEY WILLIAMS VP, FINANCE & ADMINISTRATION 184318 0 4800 0 100 0 12398 0 19377 0 220993 0 0 0 DANIELLE BARON VP, MAR/COMM & INDUSTRY RELATIONS 182443 0 3800 0 100 0 11868 0 15360 0 213571 0 0 0 LAURA MAYNARD VP, MEMBERSHIP & CREDENTIALING 175482 0 3800 0 100 0 11406 0 20412 0 211200 0 0 0 MARCELO ESQUIVEL DIRECTOR OF IT 163743 0 4300 0 100 0 11073 0 31111 0 210327 0 0 0 DIANE PRATT-HEAVNER DIRECTOR OF MEDIA RELATIONS 134061 0 0 0 0 0 9051 0 42473 0 185585 0 0 0 SARA KILKENNY DIRECTOR OF MEETINGS & CONFERNCES 134251 0 0 0 0 0 8489 0 22697 0 165437 0 0 0 PART I, LINE 3 FOR THE CEO'S COMPENSATION, SNA UTILIZES 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. PART I, LINE 4B THE 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 YEARS ENDED DECEMBER 31, 2022, CONTRIBUTIONS IN THE AMOUNT OF $5,500 WERE MADE TO THE PLAN. 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 4 ELECTION VOTING ELIGIBILITY AMENDMENT 2301 ARTICLE I SECTION 1.A. THIS CHANGE ALLOWED FOR MORE FLEXIBILITY FOR GRACE MEMBERS TO VOTE IN THE SNA ELECTION. SNA PROVIDES A GRACE PERIOD FOR PAYMENT OF MEMBER DUES, AND DURING THIS PERIOD INDIVIDUALS ARE CONSIDERED ACTIVE MEMBERS OF THE ASSOCIATION. THEREFORE, FULL MEMBER BENEFITS SHOULD BE CONFERRED TO THESE INDIVIDUALS WHICH INCLUDES THE RIGHT TO VOTE. IT ALSO MODIFIES THE CUTOFF DATE FOR DUES PAYMENT TO THE END OF THE MONTH PRIOR TO THE ELECTION/VOTE. THIS CHANGE ASSURES THOSE MEMBERS WHO ARE PAID OR IN GRACE AT THE TIME OF THE VOTE ARE ABLE TO CAST A BALLOT AND PROVIDES FOR FLEXIBILITY SHOULD THE DATE OF THE ELECTION CHANGE IN A FUTURE PERIOD. ASSOCIATE RETIRED MEMBERSHIP BENEFITS AMENDMENT 2302 ARTICLE I SECTION 1.C. THIS PROPOSAL REMOVES THE RIGHT OF SERVING ON SNA COMMITTEES FROM RETIRED MEMBERS AS THERE ARE VERY LIMITED OPPORTUNITIES FOR ACTIVE MEMBERS TO VOLUNTEER. MOST ASSOCIATIONS ONLY ALLOW MEMBERS WHO ARE STILL ACTIVELY WORKING IN THE PROFESSION TO SERVE ON COMMITTEES. CHARTERED AFFILIATE OFFICER ELIGIBILITY AMENDMENT 2303 ARTICLE II SECTION I UPDATED TO INCLUDE LANGUAGE WITHIN THE STATE AFFILIATION AGREEMENT (SAA) AND NEEDED TO BE REFLECTED IN THE SNA BYLAWS SINCE THE GOVERNANCE OF STATE AFFILIATES SHOULD REMAIN IN ALIGNMENT WITH SNA GOVERNING DOCUMENTS. THE LANGUAGE WILL ALSO ENSURE REQUIREMENTS FOR STATE AFFILIATE LEADERS DO NOT CONFLICT WITH SNA GOVERNING DOCUMENTS. THIS PROPOSAL PREVENTS CHARTERED AFFILIATES FROM APPOINTING SNA BOARD MEMBERS AS STATE BOARD MEMBERS OR OFFICERS SINCE SUCH AN ACTION WOULD BE A CONFLICT OF INTEREST AS THE AFFILIATES ARE SEPARATE ENTITIES. BOARD COMPOSITION AMENDMENT 2305 ARTICLE IV SECTION 1 THIS AMENDMENT REMOVED THE LANGUAGE SO ONLY THE SNF CHAIR WOULD BE INVITED TO SERVE ON THE BOARD. THERE IS NO NEED FOR ANY ADDITIONAL SNF BOARD MEMBER TO BE INVITED TO PARTICIPATE IN SNA BOARD MEETINGS, SINCE THE CHAIR WOULD BE AN EX-OFFICIO MEMBER OF THE BOARD AND IN SUCH ROLE IS BOUND BY CONFIDENTIALITY AND OTHER GOVERNANCE PROVISIONS. VIRTUAL MEETINGS BOARD OF DIRECTORS AMENDMENT 2306 & 2307 ARTICLE IV SECTION 3.C. & 7.C.3 THIS UPDATED THE LANGUAGE FOR BOARD AND EXECUTIVE COMMITTEE MEETINGS SO THEY CAN BE HELD VIRTUALLY WHICH IS THE CURRENT PRACTICE. ACTIONS WITHOUT MEETINGS BOARD OF DIRECTORS AMENDMENT 2307 & 2310 ARTICLE IV SECTION 3.D & IV 7.C.4 THIS UPDATES THE LANGUAGE, SO ACTIONS DO NOT HAVE TO BE SIGNED BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE, WHICH ALIGNS TO SNA'S CURRENT PROCESS FOR ELECTRONIC BALLOTING. BOARD ELIGIBILITY BOARD ELIGIBILITY AMENDMENT 2308 ARTICLE IV SECTION 4.A.3. THIS CHANGE IS IN SUPPORT OF SNA'S DEIA EFFORTS SPECIFICALLY AS IT RELATES TO REDUCING BARRIERS TO VOLUNTEERISM. IT REMOVES THE REQUIREMENT FOR TWO-YEARS OF SERVICE AND BROADENS THE SERVICE REQUIREMENT TO ALLOW SERVICE IN ANY VOLUNTEER ROLE FOR A CHARTERED AFFILIATE OR NATIONAL ORGANIZATION. DELEGATE ASSEMBLY RESPONSIBILITIES AMENDMENT 2311 ARTICLE V SECTION 2.A THIS MODIFICATION REMOVED SECTION 3 OF ARTICLE V: DELEGATE ASSEMBLY WHICH REFERENCES ADMINISTRATIVE ACTIVITIES RELATED TO RESOLUTIONS AND POSITION STATEMENTS. THE DELEGATE ASSEMBLY NO LONGER CREATES RESOLUTIONS IN THE COURSE OF BUSINESS AND HAS NOT BROUGHT FORWARD A RESOLUTION IN IN MANY YEARS, SO THIS PROVISION IS NO LONGER REQUIRED. PAST PRESIDENTS' ADVISORY COUNCIL AMENDMENT 2313 ARTICLE VI SECTION C REMOVED THE PAST PRESIDENT'S ADVISORY COUNCIL AS IT DOES NOT HAVE AN ACTIVE ROLE IN ADVISING THE SNA BOARD OF DIRECTORS SINCE THE PERSPECTIVES OF PAST PRESIDENTS ARE SOUGHT IN OTHER WAYS. PARLIAMENTARY AUTHORITY AMENDMENT 2314 ARTICLE IX THIS UPDATE TO THE CURRENT ARTICLE TO ADD THE LANGUAGE RECOMMENDED FOR USE BY THE AFFILIATES. THIS WAY THE BOARD SHALL BE RESPONSIBLE FOR DOING THE UPDATE WHEN NEW EDITIONS OF ROBERT'S RULE OF ORDER ARE RELEASED (APPROXIMATELY EVERY TEN YEARS) AND WILL NOT REQUIRE THE FULL PROCESS FOR AMENDING THE BYLAWS. INDUSTRY ADVISORY COUNCIL ELECTIONS AMENDMENT 2315 ARTICLE I SECTION 1. C. THE UPDATE ALLOWS MEMBERS OF THE INDUSTRY ADVISORY COUNCIL TO VOTE FOR THE INDUSTRY ADVISORY COUNCIL REPRESENTATIVE IF THEY ARE NOT DESIGNATED CORPORATE REPRESENTATIVES. INDUSTRY ADVISORY COUNCIL CHAIR AMENDMENT 2316 ARTICLE IV SECTION 4. C. (NEW) THE UPDATE CLARIFIES WHAT HAPPENS IF A CHANGE IN PROFESSIONAL STATUS OCCURS FOR THE INDUSTRY ADVISORY COUNCIL CHAIR. THERE IS LANGUAGE COVERING DIRECTORS AND THE EMPLOYEE/MANAGE REPRESENTATIVE, BUT NOT THE IAC CHAIR 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. NO AMENDMENTS IN FYE 2023. FORM 990, PART VI, SECTION B, LINE 11B DRAFT 990 REPORTS 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 2022. 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 RECENTLY TOOK PLACE IN 2022. 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. 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 0 0 1 1 0 1 1 1 SCHOOL NUTRITION FOUNDATION C 106034 CASH AMOUNT SCHOOL NUTRITION FOUNDATION B 75000 CASH AMOUNT SCHOOL NUTRITION FOUNDATION N 20160 CASH AMOUNT SCHOOL NUTRITION FOUNDATION O 158835 CASH AMOUNT SCHOOL NUTRITION FOUNDATION Q 402987 CASH AMOUNT SCHOOL NUTRITION FOUNDATION R 282788 CASH AMOUNT SCHOOL NUTRITION FOUNDATION S 5941 CASH AMOUNT