SCHOOL NUTRITION ASSOCIATION INC

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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

1946

Legal Domicile

Principal Officer

PATRICIA MONTAGUE

Phone

7038243000

Tax Period

2024-08-01 to 2025-07-31

SCHOOL NUTRITION ASSOCIATION INC, founded in 1946, is a mid-sized nonprofit that reported $14.2M in total revenue in fiscal year 2024. Expenses of $13.5M left a modest 6% surplus.

Mission

TO EMPOWER AND SUPPORT SCHOOL NUTRITION PROFESSIONALS IN ADVANCING THE ACCESSIBILITY, QUALITY AND INTEGRITY OF SCHOOL NUTRITION PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $4,511,051 Revenue: $6,569,010

MEETINGS AND EDUCATION: PROVIDED TRAINING, EDUCATION AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS THROUGHOUT THE YEAR WITH VIRTUAL TRAININGS AND IN-PERSON CONFERENCES. EACH CONFERENCE WAS FILLED WITH...

Program 2

Expenses: $1,363,708 Revenue: $28,295

COMMUNICATIONS: PRODUCES THE AWARD-WINNING SCHOOL NUTRITION MAGAZINE WHICH IS THE OFFICIAL PUBLICATION OF THE SCHOOL NUTRITION ASSOCIATION AND IS READ BY SNA'S 46,000 PLUS MEMBERS. 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 FOOD SERVICE 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.

Program 3

Expenses: $803,439 Revenue: $0

GOVERNMENT AFFAIRS: SNA 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 EQUIPMENT COSTS, COMBINED WITH HIGH LABOR AND BENEFITS COSTS. 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.

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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 $1,183,922

Program Service Revenue $12,021,649

Investment Income $488,059

Other Revenue $541,432

TOTAL REVENUE $14,235,062

Expense Breakdown

Grants Paid $101,776

Salaries & Benefits $6,027,978

Fundraising Expenses $0

Program Expenses $8,050,383

Other Expenses $7,321,013

TOTAL EXPENSES $13,450,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,235,062	$14,542,035	0.0%
Expenses	$13,450,767	$13,239,394	+0.0%
Net Income	$784,295	$1,302,641	-0.4%

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

Volunteers

100

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

$589,649

Total Directors

Key Employees

$1,624,435

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON GLEAVE	PRESIDENT	5.00	Officer Director	$0	$0	$0
ASHLEY POWELL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRISTOPHER BURKHARDT	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
STEPHANIE DILLIARD	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
LINDSAY AGUILAR	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL ELLNOR	DIRECTOR - UNTIL JAN 2025	2.00	Director	$0	$0	$0
MICHAEL GASPER	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA GOULD	DIRECTOR	2.00	Director	$0	$0	$0
KEBA LAIRD	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN MAFFE	DIRECTOR	2.00	Director	$0	$0	$0
MARK OSWALT	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER PERRY	DIRECTOR	2.00	Director	$0	$0	$0
ERIC SPAN	DIRECTOR	2.00	Director	$0	$0	$0
ALYSSIA WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
CATILIN LAZARSKI	DIRECTOR - STARTING APRIL 2025	2.00	Director	$0	$0	$0
PATRICIA MONTAGUE	CEO	40.00	Officer	$497,902	$91,747	$589,649
CATHERINE SCHUCHART-UNTIL 0225	VP, GOV. AFFAIRS & MEDIA RELATIONS	40.00	Key Emp	$269,576	$58,970	$328,546
RHEA STEELE	CHIEF OF STAFF / VP, STRATEGY & GOV.	40.00	Key Emp	$253,064	$45,367	$298,431
KIMBERLEY WILLIAMS	VP, FINANCE & ADMINISTRATION	40.00	Key Emp	$217,347	$47,067	$264,414
DANIELLE BARON	VP, MAR/COMM & INDUSTRY RELATIONS	40.00	Key Emp	$210,644	$36,646	$247,290
LAURA MAYNARD	VP, MEMBERSHIP & CREDENTIALING	40.00	Key Emp	$196,322	$36,287	$232,609
BENJAMIN YZAGUIRRE	VP OF EDUCATION AND CONFERENCES	40.00	Key Emp	$194,966	$58,179	$253,145
DIANE PRATT-HEAVNER	DIRECTOR OF MEDIA RELATIONS	37.50	Highest	$144,043	$50,810	$194,853
SARA KILKENNY	DIRECTOR OF MEETINGS & CONFERNCES	37.50	Highest	$142,916	$37,662	$180,578
SARAH YOUSSEF	PROFESSIONAL DEVELOPMENT DIRECTOR	37.50	Highest	$138,078	$13,425	$151,503

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	$14,235,062	$13,450,767	$22,384,614	$784,295
2024	$14,542,035	$13,239,394	$21,161,049	$1,302,641
2023	$12,813,198	$12,040,285	$20,358,342	$772,913
2022	$12,486,682	$10,350,434	$16,099,357	$2,136,248
2021	$7,166,354	$7,737,094	$16,052,555	$-570,740
2020	$10,672,025	$10,173,139	$15,083,496	$498,886
2019	$12,602,103	$12,475,200	$13,386,699	$126,903
2018	$12,793,825	$12,973,649	$13,386,171	$-179,824