2025-06-11T16:37:54-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-08-01 846039412 SCHOOL NUTRITION FOUNDATION SCHO 7038243000 2900 S QUINCY STREET 700 ARLINGTON VA 22206 PATRICIA MONTAGUE CHIEF EXECUTIVE OFFICER 7038243000 2025-06-10 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-06-05 2023 2025-03-06 01:10:19Z PATRICIA MONTAGUE 2900 S QUINCY STREET 700 ARLINGTON VA 22206 5997874 0 X SCHOOLNUTRITION.ORG/SNF X 1964 VA TO ADVANCE SCHOOL NUTRITION PROGRAMS BY PROVIDING RESOURCES TO SCHOOL NUTRITION PROFESSIONALS. 11 11 0 25 0 0 960978 2804165 53900 8000 88172 489583 13325 24558 1116375 3326306 149534 736250 0 0 5707 4500 0 0 14324 860810 590968 1016051 1331718 100324 1994588 5061435 6650118 643364 300052 4418071 6350066 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 1 600000 600000 ELIGIBLE SNA MEMBERS CAN APPLY FOR EQUIPMENT GRANTS FROM A VARIETY OF EQUIPMENT VENDORS. THE OVERALL VALUE OF EQUIPMENT GRANTS PROVIDED IS PROPORTIONAL TO THE IN-KIND CONTRIBUTION OF THE EQUIPMENT. 166576 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. PROGRAM ENDING MARCH 31, 2024 EXTENSION GRANTED FOR ONE YEAR STARTING MAY 21, 2024. 146354 8000 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 PROJECTPROVIDES SCHOOL NUTRITION PROFESSIONALS WITH RESOURCES TO GUIDE THEM THROUGH SUPPLY CHAIN CHALLENGES. PROGRAM FUNDING ENDED WITH A SUPPLY CHAIN SUMMIT HELD OCTOBER 2023 136250 136250 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. INVEST IN US: THIS ENDOWED FUND CREATED IN 1993 PROVIDES A RELIABLE SOURCE OF INCOME TO HELP FUND SPECIAL PUBLIC EDUCATION AND AWARENESS EFFORTSTARGETING ALL THOSE WHO INFLUENCE THE EATING HABITS OF CHILDREN AS WELL AS THE CHILDREN THEMSELVES. 136250 136250 1049180 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 1 0 0 0 0 1 0 0 0 1 35 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 VA X PATRICIA MONTAGUE 7038243000 2900 S QUINCY ST STE 700 ARLINGTON VA 22206 BECKY DOMOKOS-BAYS CHAIR 1.00 0.00 X X 0 0 0 WARREN DESHIELDS TREASURER 1.00 15.00 X X 0 0 0 WEST CHRISTIAN DIRECTOR 0.50 0.00 X 0 0 0 CHRISTEL HICKS PRACTIONER 0.50 0.00 X 0 0 0 WANDA MCDOWELL INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 JOHN PENNINGTON INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 GAY ANDERSON PRACTIONER 0.50 0.00 X 0 0 0 CAROLE ERB INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 JOEY FORD INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 GAYLE SWAIN INDUSTRY REPRESENTATIVE 0.50 0.00 X 0 0 0 JILL RIGGS MEMBER AT LARGE 0.50 0.00 X 0 0 0 PATRICIA MONTAGUE CEO 5.00 40.00 X 0 478845 64818 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 2.00 40.00 X 0 209531 32061 0 688376 96879 0 0 1 1 0 25226 78000 2700939 1921835 2804165 PROJECT MANAGEMENT INCOME 900099 8000 8000 8000 135204 135204 2969726 2615347 354379 354379 354379 54 25226 16221 -16167 -16167 80725 40000 40725 40725 3326306 8000 0 514141 X 600000 600000 136250 136250 4500 4500 15096 15096 31090 31090 22132 22132 165888 123483 42405 37628 13771 20096 3761 19408 19408 58964 55325 3466 173 30197 19336 471 10390 1000 1000 SALARY REIMBURSEMENT 133532 69073 64459 OVERHEAD ALLOCATION 71574 31942 39632 OTHER TAXES 4459 4459 1331718 1049180 268214 14324 763662 619582 409030 425785 41000 1502740 21792 4781 6147 3819804 4097230 5061435 6650118 20740 18305 71300 142133 279612 118944 271712 20670 643364 300052 X 1256219 1371034 3161852 4979032 4418071 6350066 5061435 6650118 1994588 -62593 0 X 0 1 X 1 0 X 1023244 720433 934648 960978 2804165 6443468 29050 132490 34078 53900 8000 257518 1052294 852923 968726 1014878 2812165 6700986 3451 6048 9499 0 3451 6048 9499 6691487 119996 93758 128005 132140 135204 609103 119996 93758 128005 132140 135204 609103 19841 13325 24558 57724 1172290 946681 1116572 1160343 2971927 7367813 0.90820 0.87830 0.08270 0.11060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2857838 343386 3201224 2798315 188457 106034 22900 2857838 3203294 -345405 52519 10578 2798315 2614091 705421 96118 20100 3203294 2563138 119014 39854 28207 2614091 0.77343 0.22657 0 0 0 DUE TO SCHOOL NUTRITION ASSOCIATION 20670 20670 X 3257802 -62593 -62593 3320395 22132 -16221 5911 3326306 1325807 16221 16221 1309586 22132 22132 1331718 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -16,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,221. TOGETHER AGAIN GALA 25280 25226 54 2175 10694 3352 25280 25226 54 2175 10694 3352 16221 -16167 80725 40000 0 80725 40000 40000 40725 VA 1 0 1 0 1.00000 KIMBERLEY WILLIAMS 2900 S QUNICY ST STE 700 ARLINGTON VA 22206 0 NICOLE GIEBEL 0 SETS UP SYSTEM FOR TICKET SALES AND ANNOUNCES WINNERS. X 0 1 BEAUFORT COUNTY DISTRICT 321 SMAW ROAD WASHINGTON NC 27889 501(C)3 0 100000 IN-KIND WINSTON EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS ATHENIAN EACADEMY DISTRICT 765 EAST 340 SOUTH STE 203 AMERICAN FORK UT 84003 501(C)3 0 50000 IN-KIND VULCAN EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS MCMINNVILLE SCHOOL DISTRICT 800 NE LAFAYETTE AVENUE MCMINNVILLE OR 97128 501(C)3 0 25000 IN-KIND FWE EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS GREENDALE SCHOOLS 6815 SOUTHWAY GREENDALE WI 53129 501(C)3 0 35000 IN-KIND HOBART EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS ALLENTOWN SCHOOL DISTRICT 31 S PENN STREET ALLENTOWN PA 18102 501(C)3 0 10000 IN-KIND COLLECTION EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS NORTH ROCKLAND CENTRAL SCHOOL DISTRICT 65 CHAPEL STREET GARNERVILLE NY 10923 501(C)3 0 200000 IN-KIND AMTAB FOOD COURT FURNITURE GRANT CAFETERIA EQUIPMENT NEED DANVILLE COMMUNITY SCHOOL CORP 200 WARRIOR WAY DANVILLE IN 46122 501(C)3 0 100000 IN-KIND AMTAB K-12 GIGNAGE, GRAPHICS AND DCOR GRANT CAFETERIA EQUIPMENT NEED TRIMBLE COUNTY DISTRICT 116 WENTWORK AVENUE BEDFORD KY 40006 501(C)3 0 50000 IN-KIND AMTAB OUTDOOR FURNITURE GRANT CAFETERIA EQUIPMENT NEED FREDERICK COUNTY PUBLIC SCHOOLS 1415 AMHERST STREET WINCHESTER VA 22601 501(C)3 0 30000 IN-KIND LTI EQUIPMENT GRANT KITCHEN EQUIPMENT NEEDS 9 0 SNIC SNA SCHOLARSHIP 10 14000 N/A N/A SNIC SUPER BAKERY SCHOLARSHIP 7 7000 N/A N/A LAC SNA SCHOLARSHIP 10 14000 N/A N/A JTM LAC SCHOLARSHIPS 4 4000 N/A N/A LAC JOSEPHINE MARTIN SCHOLARSHIP 1 3000 N/A N/A ANC ACCUTEMP SCHOLARSHIP 20 10000 N/A N/A ANC SUPER BAKERY SCHOLARSHIP 11 11000 N/A N/A SNA ANC SCHOLARSHIP 14 14000 N/A N/A SUPER BAKERY MVP 2 10000 N/A N/A SCHWAN'S SCHOLARSHIP 9 21000 N/A N/A SNA PROFESSIONALD DEVELOPMENT 11 23750 N/A N/A SUPERHERO SCHOLARSSHIP 2 4000 N/A N/A NANCY CURRY SCHOLARSHIP 1 500 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 435845 0 43000 0 0 0 26950 0 37868 0 543663 0 0 KIMBERLEY WILLIAMS VP FINANCE & ADMINISTRATION 0 191648 0 17358 0 525 0 12853 0 19208 0 241592 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, 2023, CONTRIBUTIONS IN THE AMOUNT OF $5,500 WERE MADE TO THE PLAN. X FOOD SERVICE EQUIPMENT 7 1921835 FMV 0 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS FORM 990, PART III, LINE 3 LEAD GRANT WITH USDA ENDED MARCH 31, 2024. RECEIVED AN CONTRACT EXTENSION OF ONE YEAR FOR TRAINING EXPENSES FROM 5/21/2024 - 5/20/2025 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 2023. 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 123,483. MANAGEMENT AND GENERAL EXPENSES 42,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,888. 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 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 $137,252 AND $180,626 FOR THE YEARS ENDED JULY 31, 2024 AND 2023, RESPECTIVELY. AT JULY 31, 2024 AND 2023, $20,670 AND $271712, RESPECTIVELY, WAS OWED TO SNA.