2015-06-15T12:07:03-05:00 2014-07-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-08-01 840445578 SCHOOL NUTRITION ASSOCIATION INC SCHO 3016863100 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 PATRICIA MONTAGUE CEO 3016863100 2015-06-15 1 DAVID TRIMNER P00444822 5712279500 2013 2016-03-07 17:11:31Z PATRICIA MONTAGUE 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 18685974 0 X WWW.SCHOOLNUTRITION.ORG X 1946 VA EDUCATING AND EMPOWERING MEMBERS TO ADVANCE THE QUALITY OF SCHOOL MEAL PROGRAMS. 19 19 56 80 1968911 162524 908994 717626 9461778 10120515 348851 602977 327481 322983 11047104 11764101 0 0 0 0 4498962 4336940 0 0 0 5724369 6723769 10223331 11060709 823773 703392 10341757 11098234 3534830 3688756 6806927 7409478 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 3379676 5792017 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. 1914689 2080057 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. 978707 PUBLIC AFFAIRSSNA 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. 235124 337427 CERTIFICATION 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 CERTIFICATION 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. 296745 INDUSTRY RELATIONS: SNA'S INDUSTRY PARTNERS ARE VITAL TO FUTHERING 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. 737900 390443 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. 1520571 OTHER 1269769 2248441 7542841 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 19 0 56 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 0 0 0 X X PATRICIA MONTAGUE 3016863100 120 WATERFRONT STREET SUITE 300 NATIONAL HARBOR MD 20745 LEAH SCHMIDT PRESIDENT 15.00 X X 0 0 0 SARA GASIOROWSKI MIDEAST REGIONAL DIRECTOR 1.00 X 0 0 0 JONATHAN DICKL SOUTHEAST REGIONAL DIRECTO 1.00 X 0 0 0 MICHELINE PIEKARSKI MIDWEST REGIONAL DIRECTOR 1.00 X 0 0 0 LYNNELLE GRUMBLES WEST REGIONAL DIRECTOR 1.00 X 0 0 0 JEAN RONNEI VICE PRESIDENT 15.00 X X 0 0 0 GAY ANDERSON EDUCATION COMMITTEE CHAIR 1.00 X 0 0 0 JILL KIDD RESEARCH COMMITTEE CHAIR 1.00 X 0 0 0 JULIA BAUSCHER PRESIDENT-ELECT 15.00 X X 0 0 0 MELANIE KONARIK SECRETARY/TREASURER 1.00 X X 0 0 0 CHERYL GOFFUS NORTHEAST REGIONAL DIRECTOR 1.00 X 0 0 0 LINDA ALJETS NORTHWEST REGIONAL DIRECTOR 1.00 X 0 0 0 JILL VINCENT SOUTHWEST REGIONAL DIRECTOR 1.00 X 0 0 0 NANCY THATCHER SCHOOL NUTRITION EMPLOYEE/MGR REP 1.00 X 0 0 0 LYNN HARVEY STATE AGENCY REPRESENTATIVE 1.00 X 0 0 0 BECKY DOMOKOS-BAYS NUTRITION COMMITTEE CHAIR 1.00 X 0 0 0 SHEILA PARISIEN MEMBER SERVICES COMMITTEE CHAIR 1.00 X 0 0 0 WENDY WEYER CHAIR 1.00 X 0 0 0 GARY VONCK INDUSTRY REPRESENTATIVE 1.00 X 0 0 0 PATRICIA MONTAGUE CEO 37.50 3.00 X 294061 0 34168 KIMBERLEY WILLIAMS CONTROLLER 37.50 X 115813 0 18570 JENNIFER LEWI SVP OF MARKETING 37.50 X 166270 0 11545 DANNY SEYMOUR DEAN OF EDUCATION 37.50 X 143056 0 10489 CATHERINE SCHUCHART SVP OF GOVERNMENT AFFAIRS 37.50 X 144251 0 16432 MARIA ROBERTSON SVP OF COMMUNICATIONS 37.50 X 123004 0 22128 MARCELO ESQUIVEL DIRECTOR OF INFORMATION TE 37.50 X 125293 0 22006 SHERRY CARRIGAN SVP OF INDUSTRY RELATIONS 37.50 X 115767 0 21129 FRANK DIPASQUALE FORMER CEO 0.00 X 227493 0 14956 1455008 0 171423 10 1 1 0 RR DONNELLY ONE SHENNADOAH VALLEY DRIVE STRASBURG VA 22657 MONTHLY MAGAZINE PRINTING AND DISTRIBUTI 407224 AVMG INCORPORATED 3310 MATRIX DRIVE STE 200 RICHARDSON TX 75082 A/V AND STAGING FOR ANNUAL NATIONAL CONF 400849 BARBARA BOYCE 2050 S JAMAICA CT AURORA CO 80014 ADVERTISING SALES REP 256882 MARRIOTT BUSINESS SERVICES PO BOX 406474 ATLANTA GA 30384 HOTEL FOR 3 DIFFERENT CONFERENCES 239133 AMERICAN AIRLINES 600 NEW HAMPSHIRE AVE NW WASHINGTON DC 20037 UNIVERSAL AIR TRAVEL PLAN ACCOUNT 144415 12 717626 717626 MEETINGS AND EDUCATION 900099 5172244 5172244 MEMBERSHIP DUES 900099 2371402 2371402 ADVERTISING 541800 1968911 1968911 CERTIFICATION 900099 337427 337427 STATE MEMB PROCESSING 900099 89654 89654 180877 180877 10120515 183982 183982 320562 320562 7337925 2943 6921873 0 416052 2943 418995 418995 MISCELLANEOUS 900099 2421 2421 2421 11764101 8151604 1968911 925960 X 679368 234029 445339 2927162 1856741 1070421 178936 115297 63639 298746 180902 117844 252728 149376 103352 46753 2725 44028 60237 60237 368881 368881 37757 37757 1263513 1166801 96712 369981 274497 95484 620962 276492 344470 224541 224541 544280 300409 243871 646387 191364 455023 2579773 2377805 201968 41970 41970 65107 15407 49700 UBIT 61196 61196 AWARDS 17115 17115 BAD DEBT 16860 16860 HONORARIUM 15000 15000 -256544 -256544 11060709 7542841 3517868 0 2787069 3328532 694046 523508 235000 90000 580557 410200 110211 186085 666880 628443 53496 38437 4993201 5623055 29028 22198 859149 876219 10341757 11098234 911121 1050221 1587751 1639180 1035958 999355 3534830 3688756 X 6328394 7035726 428533 323752 50000 50000 6806927 7409478 10341757 11098234 703392 -100841 0 X 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 5465 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. 89157 23432 8997 103592 84521 5568 932 89157 84153 4220 3852 84521 88116 3772 7735 84153 91826 3545 7255 88116 0.00000 0.48270 0.51730 0 0 666880 628443 38437 38437 DUE FROM SNF 50445 DEPOSITS 38163 DEFERRED COMPENSATION PLANS 675415 REBATES RECEIVABLE 112196 876219 FIXED ANNUITY LIABILITY 22198 DEFERRED RENT 296890 DUE TO PAC 1332 REFUNDS PAYABLE 3520 DEFERRED COMPENSATION PLANS 675415 999355 X 11663260 -100841 -100841 11764101 0 11764101 11060709 0 11060709 0 11060709 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 COULD BE 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 ORGANIZATIONS' INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X 1 0 0 0 0 0 0 0 0 PATRICIA MONTAGUE CEO 275984 0 17556 0 521 0 18131 0 16037 0 328229 0 0 0 JENNIFER LEWI SVP OF MARKETING 155277 0 6000 0 4993 0 10093 0 1452 0 177815 0 0 0 DANNY SEYMOUR DEAN OF EDUCATION 134263 0 3800 0 4993 0 8739 0 1750 0 153545 0 0 0 CATHERINE SCHUCHART SVP OF GOVERNMENT AFFAIRS 138043 0 6000 0 208 0 9133 0 7299 0 160683 0 0 0 FRANK DIPASQUALE FORMER CEO 227493 0 0 0 0 0 0 0 14956 0 242449 0 0 0 PART I, LINE 4A FRANK DIPASQUALE - $227,493 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 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 HOUSE OF DELEGATES WHERE THEY MUST APPROVE ANY RECOMMENDED INCREASES TO THE DUES STRUCTURE OR ANY CHANGES TO THE ASSOCATION'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 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 ACCOUNTING DIRECTOR 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 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 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. 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. 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 AND POSTED ON WEBSITE. FORM 990, PART IX, LINE 11G FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 1,166,801. MANAGEMENT AND GENERAL EXPENSES 96,712. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,263,513. FORM 990, PART XII, LINE 2C: NO CHANGE