Civic Intelligence

School Nutrition Association Inc

EIN 84-0445578 • 501(c)4 • Arlington, VA

Profile

Sna is the national organization of school nutrition professionals committed to advancing the quality of school meal programs through education and advocacy.

2900 S Quincy Street 700Arlington, VA 22206

www.schoolnutrition.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.36x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.52x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Net Margin

51st percentile

9.0%

Higher net margin than 51% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$543,663

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.9%

Faster asset growth than 47% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,161,049

Up $802,707 (+3.9%) from 2023

Liabilities

Down

$7,557,416

Down $408,696 (-5.1%) from 2023

Net Assets

Up

$13,603,633

Up $1,211,403 (+9.8%) from 2023

Revenue

Up

$14,542,035

Up $1,728,837 (+13%) from 2023

Expenses

Up

$13,239,394

Up $1,199,109 (+10.0%) from 2023

Net Income

Up

$1,302,641

Up $529,728 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $8,538,985Liabilities 2011: $3,644,070Net Assets 2011: $4,894,9152011Assets 2012: $8,749,149Liabilities 2012: $2,932,583Net Assets 2012: $5,816,5662012Assets 2013: $10,341,757Liabilities 2013: $3,534,830Net Assets 2013: $6,806,9272013Assets 2014: $11,098,234Liabilities 2014: $3,688,756Net Assets 2014: $7,409,4782014Assets 2015: $12,020,207Liabilities 2015: $4,266,093Net Assets 2015: $7,754,1142015Assets 2016: $12,534,686Liabilities 2016: $4,213,040Net Assets 2016: $8,321,6462016Assets 2017: $12,921,957Liabilities 2017: $3,693,796Net Assets 2017: $9,228,1612017Assets 2018: $13,386,171Liabilities 2018: $4,146,195Net Assets 2018: $9,239,9762018Assets 2019: $13,386,699Liabilities 2019: $4,166,637Net Assets 2019: $9,220,0622019Assets 2020: $15,083,496Liabilities 2020: $5,265,688Net Assets 2020: $9,817,8082020Assets 2021: $16,052,555Liabilities 2021: $5,472,016Net Assets 2021: $10,580,5392021Assets 2022: $16,099,357Liabilities 2022: $4,811,371Net Assets 2022: $11,287,9862022Assets 2023: $20,358,342Liabilities 2023: $7,966,112Net Assets 2023: $12,392,2302023Assets 2024: $21,161,049Liabilities 2024: $7,557,416Net Assets 2024: $13,603,6332024

Highlighted filing

2024

Assets$21,161,049
Liabilities$7,557,416
Net Assets$13,603,633

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,937,291Expenses 2011: $9,544,843Net Income 2011: $392,4482011Expenses 2012: $9,501,0072012Expenses 2013: $10,223,3312013Revenue 2014: $11,764,101Expenses 2014: $11,060,709Net Income 2014: $703,3922014Revenue 2015: $11,080,752Expenses 2015: $10,633,285Net Income 2015: $447,4672015Revenue 2016: $11,782,554Expenses 2016: $11,243,856Net Income 2016: $538,6982016Revenue 2017: $12,666,872Expenses 2017: $11,901,778Net Income 2017: $765,0942017Revenue 2018: $12,793,825Expenses 2018: $12,973,649Net Income 2018: -$179,8242018Revenue 2019: $12,602,103Expenses 2019: $12,475,200Net Income 2019: $126,9032019Revenue 2020: $10,672,025Expenses 2020: $10,173,139Net Income 2020: $498,8862020Revenue 2021: $7,166,354Expenses 2021: $7,737,094Net Income 2021: -$570,7402021Revenue 2022: $12,486,682Expenses 2022: $10,350,434Net Income 2022: $2,136,2482022Revenue 2023: $12,813,198Expenses 2023: $12,040,285Net Income 2023: $772,9132023Revenue 2024: $14,542,035Expenses 2024: $13,239,394Net Income 2024: $1,302,6412024

Highlighted filing

2024

Revenue$14,542,035
Expenses$13,239,394
Net Income$1,302,641

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$7.56$13.6$14.5$13.2$1.30
2023Summary only. Only limited summary data is available for this year.$20.4$7.97$12.4$12.8$12.0$0.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$4.81$11.3$12.5$10.4$2.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$5.47$10.6$7.17$7.74$0.57
2020Summary only. Only limited summary data is available for this year.$15.1$5.27$9.82$10.7$10.2$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$4.17$9.22$12.6$12.5$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$4.15$9.24$12.8$13.0$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$3.69$9.23$12.7$11.9$0.77
2016Detailed filing. Detailed filing data is available for this year.$12.5$4.21$8.32$11.8$11.2$0.54
2015Detailed filing. Detailed filing data is available for this year.$12.0$4.27$7.75$11.1$10.6$0.45
2014Detailed filing. Detailed filing data is available for this year.$11.1$3.69$7.41$11.8$11.1$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$3.53$6.81$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.75$2.93$5.82$9.50
2011Summary only. Only limited summary data is available for this year.$8.54$3.64$4.89$9.94$9.54$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 10, 2025
Return Version
2023v6.0
Gross Receipts
$19,606,297
Mission and Program Overview

Mission

Sna is the national organization of school nutrition professionals committed to advancing the quality of school meal programs through education and advocacy.

Sna empowers and supports school nutrition professionals in advancing the accessibility, quality and integrity of school nutrition programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,129,517$8,979,898▲ $850,381
Cash and Non-Interest-Bearing Accounts$6,184,911$6,964,420▲ $779,509
Accounts Receivable$1,095,122$1,096,924▲ $1,802
Savings and Temporary Cash Investments$590,355$621,986▲ $31,631
Land, Buildings, and Equipment, Net$710,689$514,076▼ $196,613
Prepaid Expenses and Deferred Charges$415,636$330,856▼ $84,780
Total Assets$20,358,342$21,161,049▲ $802,707
Other Assets Total$3,232,112$2,652,889▼ $579,223
Liabilities
Other Liabilities$4,318,780$3,731,532▼ $587,248
Deferred Revenue$1,975,753$2,022,107▲ $46,354
Accounts Payable and Accrued Expenses$1,671,579$1,803,777▲ $132,198
Total Liabilities$7,966,112$7,557,416▼ $408,696
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,135,361$13,328,449▲ $1,193,088
Net Assets With Donor Restrictions$256,869$275,184▲ $18,315
Total Net Assets Fund Balance$12,392,230$13,603,633▲ $1,211,403
Total Liabilities and Net Assets / Fund Balance$20,358,342$21,161,049▲ $802,707

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,508$980,186$1,005,694
Leasehold Improvements$488,568$437,140$925,708
Equipment$0$103,976$103,976
Other Assets Org$4,022--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$229,209-▲ $30,070-$252,727
2022$216,878-▲ $16,866-$229,209
2021$118,158-▼ $23,949$126,574$216,878
2020$117,544-▲ $8,380-$118,158
2019$120,367-▲ $6,971-$117,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia MontagueCEOFT$435,845$107,818$543,663
Catherine SchuchartVP, Gov. Affairs and Media RelationsFT$252,891$61,955$314,846
Rhea SteeleChief of Staff / VP, Strategy & Gov.FT$217,279$71,444$288,723
Jennifer LewiVP, Career Development & ConferencesFT$199,779$65,120$264,899
Kimberley WilliamsVP, Finance & AdministrationFT$191,648$49,944$241,592
Danielle BaronVP, Mar/comm & Industry RelationsFT$188,112$38,239$226,351
Laura MaynardVP, Membership & CredentialingFT$173,377$50,202$223,579
Marcelo EsquivelDirector of ItFT$170,328$49,280$219,608
Diane Pratt-heavnerDirector of Media RelationsFT$139,664$47,957$187,621
Sara KilkennyDirector of Meetings & ConferncesFT$139,774$31,685$171,459
Sarah YoussefProfessional Development DirectorFT$122,625$17,063$139,688

Board Members and Trustees

NameTitle
Christopher DericoPresident
Shannon GleavePresident-elect
Stephanie DillardVice President
Ashley PowellDirector
Chris BurkhardtDirector
Daniel EllnorDirector
Erin BronnerDirector
Heather PerryDirector
Jessica GouldDirector
Keba LairdDirector
Lindsay AguilarDirector
Mark OswaltDirector
Michael GasperDirector
Warren DeshieldsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$988,980
Program Service Revenue
$11,904,852
Investment Income
$1,512,454
Other Revenue
$135,749
All Other Contributions
$988,980
Change in Net Assets
$1,302,641

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,492,264
Revenue Not Reported on Financial Statements
$49,771
Revenue Not Reported on Form 990
$-91,238
Other Revenue Adjustments
$-7,314
Total Revenue per Audited Statements
$14,401,026
Total Revenue per Form 990
$14,542,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,771,433
Salaries, Compensation, and Employee Benefits$5,389,961
Grants and Similar Amounts Paid$78,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,053,834$1,299,743-$3,353,577
Conferences and Meetings$3,084,166$63,145-$3,147,311
Office Expenses$890,026$859,822-$1,749,848
Fees for Services Other$1,018,769$318,834-$1,337,603
Current Officers, Directors, Trustees, and Key Employees$492,227$707,517-$1,199,744
Occupancy$281,417$215,601-$497,018
Travel$197,544$194,622-$392,166
Other Employee Benefits$185,445$170,196-$355,641
Payroll Taxes$176,344$116,343-$292,687
Depreciation Depletion-$196,613-$196,613
Pension Plan Contributions$101,635$86,677-$188,312
Fees for Services Accounting$695$110,266-$110,961
Insurance$43,350$65,884-$109,234
Fees for Services Legal-$79,740-$79,740
Grants to Domestic Orgs$78,000--$78,000
Fees for Service Investment Mgmnt Fees-$57,085-$57,085
All Other Expenses$10,176$25,820-$35,996
Other Expenses$2,690$-137,251-$-137,251
Total Functional Expenses$8,616,342$4,623,052$0$13,239,394

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,239,394
Total Expenses per Audited Statements$13,189,623
Expenses per Audited Statements$13,182,309
Expenses Not Reported on Financial Statements$57,085
Expenses Not Reported on Form 990$7,314
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School Nutrition FoundationArlington, VA501(c)(3)Scholarship Program$78,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Section 527 Activity Spending$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability - Operating$3,551,819
Deferred Compensation Plans$129,822
Refunds Payable$42,965
Lease Liability - Finance$4,220
Due to Pac$2,706
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 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.

Form 990, Part VI, Section B, Line 11B

A draft of form 990 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 2023. 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 took place in 2023 for all staff and as staff position are vacated they are reassess by consultant to confirm current market salary.

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.

Filing and Contact Details

Filer

Filer Name
School Nutrition Association Inc
EIN
84-0445578
Phone
7038243000
Address
2900 S QUINCY STREET 700, ARLINGTON, VA 22206

Signing Officer

Name
Patricia Montague
Title
CEO
Phone
7038243000
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Montague
Formed
1946
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
48
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
950 N GLEBE ROAD SUITE 1200, ARLINGTON, VA 22203
Preparer
Robert Williams
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services expense: program service expenses 1,018,769. Management and general expenses 318,834. Fundraising expenses 0. Total expenses 1,337,603.

Financial Statement Notes

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.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold -7,314.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 7,314.

Raw XML AppendixShowing 400 of 915 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP, CAREER DEVELOPMENT & CONFERENCES
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF OF STAFF / VP, STRATEGY & GOV.
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP, FINANCE & ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP, MAR/COMM & INDUSTRY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP, MEMBERSHIP & CREDENTIALING
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF MEDIA RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF MEETINGS & CONFERNCES
IRS990/Form990PartVIISectionAGrp/TitleTxt10PROFESSIONAL DEVELOPMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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