THE SCHOOL NUTRITION ASSOCIATION OF NORTH CAROLINA (EIN 566066302) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

DAWN F ROTH

Phone

8882048204

Tax Period

2024-07-01 to 2025-06-30

THE SCHOOL NUTRITION ASSOCIATION OF NORTH CAROLINA, founded in 1950, is a small nonprofit that reported $395K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

SCHOOL FOOD SERVICE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $54,643

Program Service Revenue $340,141

Investment Income $22

Other Revenue $0

TOTAL REVENUE $394,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,000

Fundraising Expenses $0

Other Expenses $309,978

TOTAL EXPENSES $385,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,806	$461,360	-0.1%
Expenses	$385,978	$416,081	-0.1%
Net Income	$8,828	$45,279	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$76,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORIE REECE	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
KELLETA GOVAN	DISTRICT 1 DIRECTOR	1.00	Director	$0	$0	$0
JUNE RICH	DISTRICT 2 DIRECTOR	1.00	Director	$0	$0	$0
NATASHIA MCKEEL	DISTRICT 3 DIRECTOR	1.00	Director	$0	$0	$0
CHELA SCOTT	DISTRICT 4 DIRECTOR	1.00	Director	$0	$0	$0
LISA SHOAF	DISTRICT 5 DIRECTOR	1.00	Director	$0	$0	$0
CHONCY HOLMAN	DISTRICT 6 DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY GWYNN	DISTRICT 7 DIRECTOR	1.00	Director	$0	$0	$0
ANGELA PLESS	DISTRICT 8 DIRECTOR	1.00	Director	$0	$0	$0
DAWN FERGUSON ROTH	EXECUTIVE DIRECTOR	40.00	Director	$76,000	$0	$76,000
ROBERT ROLFE	PUBLIC POLICY/LEGISLATION COMMITTEE CHAIR	1.00	Director	$0	$0	$0
LYNN HARVEY	SENIOR DIRECTOR	1.00	Director	$0	$0	$0
WALTER BEAL	DIRECTOR	1.00	Director	$0	$0	$0
AMY STANLEY	INDUSTRY COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SHERYL HARRIS	MEMBERSHIP COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JESSICA OBROCHTA	NUTRITION COMMITTEE CHAIR	1.00	Director	$0	$0	$0
HEATHER NESS	INDUSTRY REPRESENTATIVE	1.00	Director	$0	$0	$0
RACHEL FINDLEY	NEW DIRECTOR	1.00	Director	$0	$0	$0
JANET JOHNSON	LEADERSHIP DEVELOPMENT/AWARDS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
STEPHANIE HALL	PRESIDENT	1.00	Officer	$0	$0	$0
TAMMY RINEHART	PRESIDENT-ELECT	1.00	Officer	$0	$0	$0
IMER SMITH	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JAMIE NARRON	SECRETARY-TREASURER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$394,806	$385,978	$354,457	$8,828
2024	$461,360	$416,081	$345,629	$45,279
2023	$365,023	$381,299	$300,350	$-16,276
2022	$408,661	$401,568	$316,626	$7,093
2021	$215,225	$263,684	$309,533	$-48,459
2020	$207,455	$446,023	$357,992	$-238,568
2019	$366,094	$385,167	$596,558	$-19,073

THE SCHOOL NUTRITION ASSOCIATION OF NORTH CAROLINA