SCHOOL NUTRITION ASSOCIATION INC (EIN 840445578) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

PATRICIA MONTAGUE

Phone

7038243000

Tax Period

2023-08-01 to 2024-07-31

SCHOOL NUTRITION ASSOCIATION INC, founded in 1946, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2017.

Mission

SNA EMPOWERS AND SUPPORTS SCHOOL NUTRITION PROFESSIONALS IN ADVANCING THE ACCESSIBILITY, QUALITY AND INTEGRITY OF SCHOOL NUTRITION PROGRAMS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $988,980

Program Service Revenue $11,904,852

Investment Income $1,512,454

Other Revenue $135,749

TOTAL REVENUE $14,542,035

Expense Breakdown

Grants Paid $78,000

Salaries & Benefits $5,389,961

Fundraising Expenses $0

Program Expenses $8,616,342

Other Expenses $7,771,433

TOTAL EXPENSES $13,239,394

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,542,035	$12,813,198	+0.1%
Expenses	$13,239,394	$12,040,285	+0.1%
Net Income	$1,302,641	$772,913	+0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$543,663

Total Directors

Key Employees

$1,336,411

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MONTAGUE	CEO	40.00	Officer	$478,845	$64,818	$543,663
CATHERINE SCHUCHART	VP, GOV. AFFAIRS AND MEDIA RELATIONS	40.00	Key Emp	$259,489	$55,357	$314,846
JENNIFER LEWI	VP, CAREER DEVELOPMENT & CONFERENCES	40.00	Key Emp	$221,009	$43,890	$264,899
RHEA STEELE	CHIEF OF STAFF / VP, STRATEGY & GOV.	40.00	Key Emp	$248,866	$39,857	$288,723
KIMBERLEY WILLIAMS	VP, FINANCE & ADMINISTRATION	40.00	Key Emp	$209,531	$32,061	$241,592
DANIELLE BARON	VP, MAR/COMM & INDUSTRY RELATIONS	40.00	Key Emp	$194,927	$31,424	$226,351
LAURA MAYNARD	VP, MEMBERSHIP & CREDENTIALING	40.00	Highest	$189,642	$33,937	$223,579
MARCELO ESQUIVEL	DIRECTOR OF IT	37.50	Highest	$176,913	$42,695	$219,608
DIANE PRATT-HEAVNER	DIRECTOR OF MEDIA RELATIONS	37.50	Highest	$139,664	$47,957	$187,621
SARA KILKENNY	DIRECTOR OF MEETINGS & CONFERNCES	37.50	Highest	$139,774	$31,685	$171,459
SARAH YOUSSEF	PROFESSIONAL DEVELOPMENT DIRECTOR	37.50	Highest	$122,625	$17,063	$139,688
CHRISTOPHER DERICO	PRESIDENT	15.00	Officer Director	$0	$0	$0
SHANNON GLEAVE	PRESIDENT-ELECT	15.00	Officer Director	$0	$0	$0
STEPHANIE DILLARD	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
WARREN DESHIELDS	SECRETARY/TREASURER	15.00	Officer Director	$0	$0	$0
LINDSAY AGUILAR	DIRECTOR	2.00	Director	$0	$0	$0
ERIN BRONNER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BURKHARDT	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL GASPER	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL ELLNOR	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
HEATHER PERRY	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY POWELL	DIRECTOR	2.00	Director	$0	$0	$0
MARK OSWALT	DIRECTOR	2.00	Director	$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
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

SCHOOL NUTRITION ASSOCIATION INC