2024-06-12T14:00:31-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-08-01 846039412 SCHOOL NUTRITION FOUNDATION SCHO 7038243000 2900 S QUINCY STREET 700 ARLINGTON VA 22206 PATRICIA MONTAGUE CHIEF EXECUTIVE OFFICER 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 1574747 0 X SCHOOLNUTRITION.ORG/SNF X 1964 VA TO ADVANCE SCHOOL NUTRITION PROGRAMS BY PROVIDING RESOURCES TO SCHOOL NUTRITION PROFESSIONALS. 9 9 0 25 0 0 934648 960978 34078 53900 330444 88172 -29251 13325 1269919 1116375 101876 149534 0 0 9116 5707 0 0 55687 941491 860810 1052483 1016051 217436 100324 4840687 5061435 670721 643364 4169966 4418071 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 564130 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. 128934 106034 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. 56914 43500 PROFESSIONAL GROWTH AND OTHER SCHOLARSHIPS:THE SCHOOL NUTRITION FOUNDATION PROVIDES SCHOLARSHIPS FOR SCHOOL NUTRITION ASSOCIATION (SNA) MEMBERS TO PURSUE THEIR EDUCATION DREAMS AND TO ATTEND SNA CONFERENCES. ALSO, IN PARTNERSHIP WITH WINSTON FOODSERVICE SNF OFFERS AN OPPORTUNITY FOR ONE SCHOOL DISTRICT TO RECEIVE AN EQUIPMENT GRANT FOR UP TO 10 PIECES OF KITCHEN EQUIPMENT. 53900 AS SCHOOL MEAL PROGRAMS NATIONWIDE FACED CANCELED ORDERS, SHORTAGES OF FOODS AND SUPPLIES, AND LABOR CHALLENGES, SNF AND NO KID HUNGRY TEAMED UP TO HELP SCHOOL NUTRITION PROFESSIONALS MANAGE PERSISTENT SUPPLY CHAIN DISRUPTIONS: SUPPLY CHAIN INNOVATION PROJECT. THIS PROJECT PROVIDES SCHOOL NUTRITION PROFESSIONALS WITH RESOURCES TO GUIDE THEM THROUGH SUPPLY CHAIN CHALLENGES. 53900 749978 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 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 JOANNE ROBINETT CHAIR 1.00 2.00 X X 0 0 0 BECKY DOMOKOS-BAYS VICE CHAIR 1.00 0.00 X X 0 0 0 WARREN DESHIELDS TREASURER 1.00 15.00 X X 0 0 0 AMBER ANDERSON PRACTIONER 0.50 0.00 X 0 0 0 WEST CHRISTIAN DIRECTOR 0.50 0.00 X 0 0 0 CHRISTEL HICKS DIRECTOR 0.50 0.00 X 0 0 0 WANDA MCDOWELL DIRECTOR 0.50 0.00 X 0 0 0 JOHN PENNINGTON DIRECTOR 0.50 0.00 X 0 0 0 MIKE PIAZZA DIRECTOR 0.50 0.00 X 0 0 0 PATRICIA MONTAGUE CEO 5.00 40.00 X 0 443298 90487 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 2.00 40.00 X 0 189218 31775 0 632516 122262 2 0 1 0 0 16700 75000 869278 960978 PROJECT MANAGEMENT INC 900099 53900 53900 53900 132140 132140 328715 372683 -43968 -43968 -43968 99014 16700 85689 13325 13325 1116375 53900 0 101497 X 106034 106034 43500 43500 5707 5707 18718 925 17793 29146 29146 25484 25484 322706 278695 42498 1513 29961 2681 23996 3284 19203 19203 40253 39323 930 59934 4790 4254 50890 1000 1000 SALARY REIMBURSEMENT 207772 173964 33808 OVERHEAD ALLOCATION 104816 100066 4750 OTHER TAXES 1817 1817 1016051 749978 210386 55687 743081 763662 401896 409030 36524 41000 35398 21792 2867 6147 0 0 3620921 3819804 4840687 5061435 24394 20740 55420 71300 253626 279612 337281 271712 670721 643364 X 1154593 1256219 3015373 3161852 4169966 4418071 4840687 5061435 100324 147781 0 X 0 1 X 1 0 X 837481 1023244 720433 934648 960978 4476784 22450 29050 132490 34078 53900 271968 859931 1052294 852923 968726 1014878 4748752 3451 3451 0 3451 3451 4745301 123744 119996 93758 128005 132140 597643 123744 119996 93758 128005 132140 597643 23010 19841 13325 56176 1006685 1172290 946681 1116572 1160343 5402571 0.87830 0.87810 0.11060 0.10510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2798315 188457 106034 22900 2857838 3203294 -345405 52519 10578 2798315 2614091 705421 96118 20100 3203294 2563138 119014 39854 28207 2614091 2484211 124497 22920 22650 2563138 0.00000 0.86636 0.13364 0 0 0 DUE TO SCHOOL NUTRITION ASSOCIATION 271712 271712 X 1238672 147781 147781 1090891 25484 25484 1116375 990567 0 990567 25484 25484 1016051 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 X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. TOGETHER AGAIN GALA 115714 16700 99014 30000 41900 5549 8240 115714 16700 99014 30000 41900 5549 8240 85689 13325 1 SCHOOL NUTRITION ASSOCIATION 2900 S QUINCY STREET STE 700 ARLINGTON VA 22206 840445578 501 (C) 4 106034 0 N/A N/A SUPPORT SNA PUBLIC AWARENESS PROGRAM 0 1 NANCY CURRY SCHOLARSHIP 1 500 N/A N/A SCHWAN'S FOOD SERVICE SCHOLARSHIP 21 21000 N/A N/A ACCUTEMP - ANC FIRST TIMER SCHOLARSHIPS 20 10000 N/A N/A JTM ANC SCHOLARSHIPS 4 4000 N/A N/A NO KIDS HUNGRY LISTENING SESSION 4 4000 N/A N/A JTM LAC SCHOLARSHIPS 4 4000 N/A N/A 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 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. JTM 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 407579 0 35719 0 0 0 19825 0 70662 0 533785 0 0 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 0 184318 0 4800 0 100 0 12398 0 19377 0 220993 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, 2022, CONTRIBUTIONS IN THE AMOUNT OF $5,500 WERE MADE TO THE PLAN. 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 ASSOCIAITON 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 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 278,695. MANAGEMENT AND GENERAL EXPENSES 42,498. FUNDRAISING EXPENSES 1,513. TOTAL EXPENSES 322,706. 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 0 1 1 0 1 1 1 SCHOOL NUTRITION ASSOCIATION B 106034 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION C 75000 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION N 20160 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION O 158835 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION Q 402987 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION R 5941 CASH AMOUNT SCHOOL NUTRITION ASSOCIATION S 282788 CASH AMOUNT 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 $14,671 AND $56,123 FOR THE YEARS ENDED JULY 31, 2023 AND 2022, RESPECTIVELY. AT JULY 31, 2023 AND 2022, $271,712 AND $337,281, RESPECTIVELY, WAS OWED TO SNA.