Return of Organization Exempt From Income Tax

Transcription

1 Form Part I 1 22 Part II Sign Here 99 Return of Organization Exempt From Inome Tax Under setion 51(), 527, or 4947(a)(1) of the Internal Revenue Code (exept private foundations) 216 Department of the Treasury Internal Revenue Servie Do not enter soial seurity numers on this form as it may e made puli. Information aout Form 99 and its instrutions is at Open to Puli Inspetion A For the 216 alendar year, or tax year eginning 8-1, 216, and ending 7-31, 217 B Chek if appliale: C Name of organization SCHOOL NUTRITION ASSOC OF OHIO D Employer identifiation no. Address hange Doing usiness as I Ativities & Governane Revenue Expenses Name hange Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite E Telephone numer Amended return G Gross reeipts $ F Name and address of prinipal offier: H(a) Is this a group return for suordinates? Yes No 6 Group exemption numer 1983 OH Summary Briefly desrie the organization's mission or most signifiant ativities: Promote healthful meals and nutrition eduation in Ohio's shools. J Wesite: H() 2 Chek this ox if the organization disontinued its operations or disposed of more than 25% of its net assets. 3 Numer of voting memers of the governing ody (Part VI, line 1a) Numer of independent voting memers of the governing ody (Part VI, line 1) Total numer of individuals employed in alendar year 216 (Part V, line 2a) Total numer of volunteers (estimate if neessary) a Total unrelated usiness revenue from Part VIII, olumn (C), line a Net unrelated usiness taxale inome from Form 99-T, line Contriutions and grants (Part VIII, line 1h) Program servie revenue (Part VIII, line 2g) Investment inome (Part VIII, olumn (A), lines 3, 4, and 7d) Other revenue (Part VIII, olumn (A), lines 5, 6d, 8, 9, 1, and 11e) Total revenue - add lines 8 through 11 (must equal Part VIII, olumn (A), line 12) Grants and similar amounts paid (Part I, olumn (A), lines 1-3) Benefits paid to or for memers (Part I, olumn (A), line 4) Salaries, other ompensation, employee enefits (Part I, olumn (A), lines 5-1)... 16a Professional fundraising fees (Part I, olumn (A), line 11e)... Total fundraising expenses (Part I, olumn (D), line 25) 17 Other expenses (Part I, olumn (A), lines 11a-11d, 11f-24e) Total expenses. Add lines (must equal Part I, olumn (A), line 25) Revenue less expenses. Sutrat line 18 from line Total assets (Part, line 16)... Total liailities (Part, line 26)... Net assets or fund alanes. Sutrat line 21 from line 2... Signature Blok H() Are all suordinates inluded? Yes No K Form of organization: Corporation Trust Assoiation Other L Year of formation: M State of legal domiile: Net Assets or Fund Balanes Initial return Final return/terminated Appliation pending Prior Year Beginning of Current Year OMB No Tax-exempt status: 51()(3) 51() ( ) (insert no.) 4947(a)(1) or 527 If "No," attah a list. (see instrutions) Under penalties of perjury, I delare that I have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than offier) is ased on all information of whih preparer has any knowledge. Signature of offier Type or print name and title Current Year End of Year Print/Type preparer's name Preparer's signature Date Chek if PTIN Paid Preparer Use Only Wade Steen Firm's name Firm's address Wade Steen Steen & Company 222 E Town St self-employed Firm's EIN Phone no. P Columus OH May the IRS disuss this return with the preparer shown aove? (see instrutions)... Yes No For Paperwork Redution At Notie, see the separate instrutions. Form 99 (216) 17 S HIGH ST 2 (614) City or town, state or provine, ountry, and ZIP or foreign postal ode 215,954 Columus, OH TRACEY HOGAN TRACEY HOGAN, EEC DIR Date ,56 37, ,698 17,27 4,817 4,889 1,747 3,622 83, , ,93 32, ,93 32, ,225 (86,377) 229,73 186,451 43, ,73 143,326

2 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 2 Part III Statement of Program Servie Aomplishments Chek if Shedule O ontains a response or note to any line in this Part III... 1 Briefly desrie the organization's mission: Promote healthful meals and nutrition eduation in Ohio's shools Did the organization undertake any signifiant program servies during the year whih were not listed on the prior Form 99 or 99-EZ?... If "Yes," desrie these new servies on Shedule O. Did the organization ease onduting, or make signifiant hanges in how it onduts, any program servies?... If "Yes," desrie these hanges on Shedule O. Desrie the organization's program servie aomplishments for eah of its three largest program servies, as measured y expenses. Setion 51()(3) and 51()(4) organizations are required to report the amount of grants and alloations to others, the total expenses, and revenue, if any, for eah program servie reported. Yes Yes No No 4a (Code: ) (Expenses $ 229,117 inluding grants of $ ) (Revenue $ 215,954 ) Promote healthful meals and nutrition eduation in Ohio's shools. 4 (Code: ) (Expenses $ inluding grants of $ ) (Revenue $ ) 4 (Code: ) (Expenses $ inluding grants of $ ) (Revenue $ ) 4d 4e Other program servies (Desrie in Shedule O.) (Expenses $ inluding grants of $ ) (Revenue $ ) Total program servie expenses 229,117 Form 99 (216)

3 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 3 Part IV Cheklist of Required Shedules 1 Is the organization desried in setion 51()(3) or 4947(a)(1) (other than a private foundation)? If "Yes," omplete Shedule A Is the organization required to omplete Shedule B, Shedule of Contriutors (see instrutions)? Did the organization engage in diret or indiret politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If "Yes," omplete Shedule C, Part I Setion 51()(3) organizations. Did the organization engage in loying ativities, or have a setion 51(h) eletion in effet during the tax year? If "Yes," omplete Shedule C, Part II Is the organization a setion 51()(4), 51()(5), or 51()(6) organization that reeives memership dues, a Did the organization report an amount for land, uildings, and equipment in Part, line 1? If "Yes," omplete Shedule D, Part VI... 11a Did the organization report an amount for investments - other seurities in Part, line 12 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part VII Did the organization report an amount for investments - program related in Part, line 13 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part VIII d Did the organization report an amount for other assets in Part, line 15 that is 5% or more of its total assets reported in Part, line 16? If "Yes," omplete Shedule D, Part I... 11d e Did the organization report an amount for other liailities in Part, line 25? If "Yes," omplete Shedule D, Part... 11e f Did the organization's separate or onsolidated finanial statements for the tax year inlude a footnote that addresses the organization's liaility for unertain tax positions under FIN 48 (ASC 74)? If "Yes," omplete Shedule D, Part... 11f 12a Did the organization otain separate, independent audited finanial statements for the tax year? If "Yes," omplete Shedule D, Parts I and II... 12a Was the organization inluded in onsolidated, independent audited finanial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then ompleting Shedule D, Parts I and II is optional Is the organization a shool desried in setion 17()(1)(A)(ii)? If "Yes," omplete Shedule E a Did the organization maintain an offie, employees, or agents outside of the United States?... 14a Did the organization have aggregate revenues or expenses of more than $1, from grantmaking, assessments, or similar amounts as defined in Revenue Proedure 98-19? If "Yes," omplete Shedule C, Part III... Did the organization maintain any donor advised funds or any similar funds or aounts for whih donors have the right to provide advie on the distriution or investment of amounts in suh funds or aounts? If "Yes," omplete Shedule D, Part I... Did the organization reeive or hold a onservation easement, inluding easements to preserve open spae, the environment, histori land areas, or histori strutures? If "Yes," omplete Shedule D, Part II... Did the organization maintain olletions of works of art, historial treasures, or other similar assets? If "Yes," omplete Shedule D, Part III... Did the organization report an amount in Part, line 21, for esrow or ustodial aount liaility, serve as a ustodian for amounts not listed in Part ; or provide redit ounseling, det management, redit repair, or det negotiation servies? If "Yes," omplete Shedule D, Part IV... Did the organization, diretly or through a related organization, hold assets in temporarily restrited endowments, permanent endowments, or quasi-endowments? If "Yes," omplete Shedule D, Part V... If the organization's answer to any of the following questions is "Yes," then omplete Shedule D, Parts VI, VII, VIII, I, or as appliale. fundraising, usiness, investment, and program servie ativities outside the United States, or aggregate foreign investments valued at $1, or more? If "Yes," omplete Shedule F, Parts I and IV Did the organization report on Part I, olumn (A), line 3, more than $5, of grants or other assistane to or for any foreign organization? If "Yes," omplete Shedule F, Parts II and IV Did the organization report on Part I, olumn (A), line 3, more than $5, of aggregate grants or other assistane to or for foreign individuals? If "Yes," omplete Shedule F, Parts III and IV Did the organization report a total of more than $15, of expenses for professional fundraising servies on Part I, olumn (A), lines 6 and 11e? If "Yes," omplete Shedule G, Part I (see instrutions) Did the organization report more than $15, total of fundraising event gross inome and ontriutions on Part VIII, lines 1 and 8a? If "Yes," omplete Shedule G, Part II Did the organization report more than $15, of gross inome from gaming ativities on Part VIII, line 9a? If "Yes," omplete Shedule G, Part III Form 99 (216) Yes No

4 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 4 Part IV Cheklist of Required Shedules (ontinued) 2a a d 25a Part IV instrutions for appliale filing thresholds, onditions, and exeptions): a A urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV... 28a A family memer of a urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV An entity of whih a urrent or former offier, diretor, trustee, or key employee (or a family memer thereof) was an offier, diretor, trustee, or diret or indiret owner? If "Yes," omplete Shedule L, Part IV Did the organization reeive more than $25, in non-ash ontriutions? If "Yes," omplete Shedule M Did the organization reeive ontriutions of art, historial treasures, or other similar assets, or qualified onservation ontriutions? If "Yes," omplete Shedule M Did the organization liquidate, terminate, or dissolve and ease operations? If "Yes," omplete Shedule N, Part I Did the organization sell, exhange, dispose of, or transfer more than 25% of its net assets? If "Yes," omplete Shedule N, Part II Did the organization own 1% of an entity disregarded as separate from the organization under Regulations setions and ? If "Yes," omplete Shedule R, Part I Was the organization related to any tax-exempt or taxale entity? If "Yes," omplete Shedule R, Part II, III, or IV, and Part V, line a Did the organization have a ontrolled entity within the meaning of setion 512()(13)?... 35a If "Yes" to line 35a, did the organization reeive any payment from or engage in any transation with a ontrolled entity within the meaning of setion 512()(13)? If "Yes," omplete Shedule R, Part V, line Setion 51()(3) organizations. Did the organization make any transfers to an exempt non-haritale related organization?if "Yes," omplete Shedule R, Part V, line Did the organization ondut more than 5% of its ativities through an entity that is not a related organization 38 Did the organization operate one or more hospital failities? If "Yes," omplete Shedule H... If "Yes" to line 2a, did the organization attah a opy of its audited finanial statements to this return?... Did the organization report more than $5, of grants or other assistane to any domesti organization or domesti government on Part I, olumn (A), line 1? If "Yes," omplete Shedule I, Parts I and II... Did the organization report more than $5, of grants or other assistane to or for domesti individuals on Part I, olumn (A), line 2? If "Yes," omplete Shedule I, Parts I and III... Did the organization answer "Yes" to Part VII, Setion A, line 3, 4, or 5 aout ompensation of the organization's urrent and former offiers, diretors, trustees, key employees, and highest ompensated employees? If "Yes," omplete Shedule J... Did the organization have a tax-exempt ond issue with an outstanding prinipal amount of more than $1, as of the last day of the year, that was issued after Deemer 31, 22? If "Yes," answer lines 24 through 24d and omplete Shedule K. If "No," go to line 25a... Did the organization invest any proeeds of tax-exempt onds eyond a temporary period exeption?... Did the organization maintain an esrow aount other than a refunding esrow at any time during the year to defease any tax-exempt onds?... Did the organization at as an "on ehalf of" issuer for onds outstanding at any time during the year?... Setion 51()(3), 51()(4), and 51()(29) organizations. Did the organization engage in an exess enefit transation with a disqualified person during the year? If "Yes," omplete Shedule L, Part I... Is the organization aware that it engaged in an exess enefit transation with a disqualified person in a prior year, and that the transation has not een reported on any of the organization's prior Forms 99 or 99-EZ? If "Yes," omplete Shedule L, Part I... Did the organization report any amount on Part, line 5, 6, or 22 for reeivales from or payales to any urrent or former offiers, diretors, trustees, key employees, highest ompensated employees, or disqualified persons? If "Yes," omplete Shedule L, Part II... Did the organization provide a grant or other assistane to an offier, diretor, trustee, key employee, sustantial ontriutor or employee thereof, a grant seletion ommittee memer, or to a 35% ontrolled entity or family memer of any of these persons? If "Yes," omplete Shedule L, Part III... Was the organization a party to a usiness transation with one of the following parties (see Shedule L, and that is treated as a partnership for federal inome tax purposes? If "Yes," omplete Shedule R, Part VI... Did the organization omplete Shedule O and provide explanations in Shedule O for Part VI, lines 11 and 19? Note. All Form 99 filers are required to omplete Shedule O. 2a a d 25a Yes No Form 99 (216)

5 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliane Chek if Shedule O ontains a response or note to any line in this Part V... 1a 2a 3a 4a Enter the numer reported in Box 3 of Form 196. Enter -- if not appliale... 1a Enter the numer of Forms W-2G inluded in line 1a. Enter -- if not appliale... 1 Did the organization omply with akup withholding rules for reportale payments to vendors and reportale gaming (gamling) winnings to prize winners?... 1 Enter the numer of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the alendar year ending with or within the year overed y this return... 2a If at least one is reported on line 2a, did the organization file all required federal employment tax returns?... 2 Note. If the sum of lines 1a and 2a is greater than 25, you may e required to e-file (see instrutions)... Did the organization have unrelated usiness gross inome of $1, or more during the year?... 3a If "Yes," has it filed a Form 99-T for this year? If "No" to line 3, provide an explanation in Shedule O... 3 At any time during the alendar year, did the organization have an interest in, or a signature or other authority (FBAR). 5a Was the organization a party to a prohiited tax shelter transation at any time during the tax year?... Did any taxale party notify the organization that it was or is a party to a prohiited tax shelter transation?... If "Yes" to line 5a or 5, did the organization file Form 8886-T?... 6a Does the organization have annual gross reeipts that are normally greater than $1,, and did the organization soliit any ontriutions that were not tax dedutile as haritale ontriutions?... If "Yes," did the organization inlude with every soliitation an express statement that suh ontriutions or gifts were not tax dedutile?... 7 Organizations that may reeive dedutile ontriutions under setion 17(). a Did the organization reeive a payment in exess of $75 made partly as a ontriution and partly for goods and servies provided to the payor?... 7a If "Yes," did the organization notify the donor of the value of the goods or servies provided?... 7 Did the organization sell, exhange, or otherwise dispose of tangile personal property for whih it was required to file Form 8282?... 7 d If "Yes," indiate the numer of Forms 8282 filed during the year... 7d e Did the organization reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat?... 7e f Did the organization, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat?... 7f g If the organization reeived a ontriution of qualified intelletual property, did the organization file Form 8899 as required?.. 7g h If the organization reeived a ontriution of ars, oats, airplanes, or other vehiles, did the organization file a Form 198-C?... 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained y the sponsoring organization have exess usiness holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxale distriutions under setion 4966?... 9a Did the sponsoring organization make a distriution to a donor, donor advisor, or related person? Setion 51()(7) organizations. Enter: a Initiation fees and apital ontriutions inluded on Part VIII, line a Gross reeipts, inluded on Form 99, Part VIII, line 12, for puli use of lu failities Setion 51()(12) organizations. Enter: a Gross inome from memers or shareholders... 11a Gross inome from other soures (Do not net amounts due or paid to other soures against amounts due or reeived from them.) a Setion 4947(a)(1) non-exempt haritale trusts. Is the organization filing Form 99 in lieu of Form 141?... 12a If "Yes," enter the amount of tax-exempt interest reeived or arued during the year Setion 51()(29) qualified nonprofit health insurane issuers. a Is the organization liensed to issue qualified health plans in more than one state?... 13a Note. See the instrutions for additional information the organization must report on Shedule O. 14a over, a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)?... If "Yes," enter the name of the foreign ountry: See instrutions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Finanial Aounts Enter the amount of reserves the organization is required to maintain y the states in whih the organization is liensed to issue qualified health plans Enter the amount of reserves on hand Did the organization reeive any payments for indoor tanning servies during the tax year?... 14a If "Yes," has it filed a Form 72 to report these payments? If "No," provide an explanation in Shedule O Form 99 (216) 4a 5a 5 5 6a 6 Yes No

6 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 6 Part VI Governane, Management, and Dislosure For eah "Yes" response to lines 2 through 7 elow, and for a "No" response to line 8a, 8, or 1 elow, desrie the irumstanes, proesses, or hanges in Shedule O. See instrutions. Chek if Shedule O ontains a response or note to any line in this Part VI... Setion A. Governing Body and Management 1a ommittee, explain in Shedule O. Enter the numer of voting memers inluded in line 1a, aove, who are independent Did any offier, diretor, trustee, or key employee have a family relationship or a usiness relationship with any other offier, diretor, trustee, or key employee? Did the organization delegate ontrol over management duties ustomarily performed y or under the diret supervision of offiers, diretors, or trustees, or key employees to a management ompany or other person? Did the organization make any signifiant hanges to its governing douments sine the prior Form 99 was filed? Did the organization eome aware during the year of a signifiant diversion of the organization's assets? Did the organization have memers or stokholders? a Did the organization have memers, stokholders, or other persons who had the power to elet or appoint one or more memers of the governing ody?... 7a Are any governane deisions of the organization reserved to (or sujet to approval y) memers, stokholders, or persons other than the governing ody? Did the organization ontemporaneously doument the meetings held or written ations undertaken during the year y the following: a The governing ody?... Eah ommittee with authority to at on ehalf of the governing ody?... 9 Is there any offier, diretor, trustee, or key employee listed in Part VII, Setion A, who annot e reahed at the organization's mailing address? If "Yes," provide the names and addresses in Shedule O... Setion B. Poliies (This Setion B requests information aout poliies not required y the Internal Revenue Code.) 1a 11a 12a Did the organization regularly and onsistently monitor and enfore ompliane with the poliy? If "Yes," desrie in Shedule O how this was done Did the organization have a written whistlelower poliy? Did the organization have a written doument retention and destrution poliy? Did the proess for determining ompensation of the following persons inlude a review and approval y a 16a partiipation in joint venture arrangements under appliale federal tax law, and take steps to safeguard the organization's exempt status with respet to suh arrangements?... Setion C. Dislosure 17 List the states with whih a opy of this Form 99 is required to e filed Ohio 18 Setion 614 requires an organization to make its Forms 123 (or 124 if appliale), 99, and 99-T (Setion 51()(3)s only) 19 2 Enter the numer of voting memers of the governing ody at the end of the tax year... If there are material differenes in voting rights among memers of the governing ody, or if the governing ody delegated road authority to an exeutive ommittee or similar Did the organization have loal hapters, ranhes, or affiliates?... If "Yes," did the organization have written poliies and proedures governing the ativities of suh hapters, affiliates, and ranhes to ensure their operations are onsistent with the organization's exempt purposes?... Has the organization provided a omplete opy of this Form 99 to all memers of its governing ody efore filing the form?.. Desrie in Shedule O the proess, if any, used y the organization to review this Form 99. Did the organization have a written onflit of interest poliy? If "No," go to line Were offiers, diretors, or trustees, and key employees required to dislose annually interests that ould give rise to onflits? independent persons, omparaility data, and ontemporaneous sustantiation of the delieration and deision? The organization's CEO, Exeutive Diretor, or top management offiial... Other offiers or key employees of the organization... If "Yes" to line 15a or 15, desrie the proess in Shedule O (see instrutions). Did the organization invest in, ontriute assets to, or partiipate in a joint venture or similar arrangement with a taxale entity during the year?... If "Yes," did the organization follow a written poliy or proedure requiring the organization to evaluate its availale for puli inspetion. Indiate how you made these availale. Chek all that apply. Own wesite Another's wesite Upon request Other (explain in Shedule O) Desrie in Shedule O whether (and if so, how) the organization made its governing douments, onflit of interest poliy, and finanial statements availale to the puli during the tax year. State the name, address, and telephone numer of the person who possesses the organization's ooks and reords: Traey Hogan (614)221-19, 17 S HIGH ST, Columus, OH a 15 8a 8 9 1a 1 11a 12a 12 15a 15 16a 16 Yes Yes No No Form 99 (216)

7 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 7 Part VII Compensation of Offiers, Diretors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contrators Chek if Shedule O ontains a response or note to any line in this Part VII... Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this tale for all persons required to e listed. Report ompensation for the alendar year ending with or within the organization's tax year. List all of the organization's urrent offiers, diretors, trustees (whether individuals or organizations), regardless of amount of ompensation. Enter -- in olumns (D), (E), and (F) if no ompensation was paid. List all of the organization's urrent key employees, if any. See instrutions for definition of "key employee." List the organization's five urrent highest ompensated employees (other than an offier, diretor, trustee, or key employee) who reeived reportale ompensation (Box 5 of Form W-2 and/or Box 7 of Form 199-MISC) of more than $1, from the organization and any related organizations. List all of the organization's former offiers, key employees, and highest ompensated employees who reeived more than $1, of reportale ompensation from the organization and any related organizations. List all of the organization's former diretors or trustees that reeived, in the apaity as a former diretor or trustee of the organization, more than $1, of reportale ompensation from the organization and any related organizations. List persons in the following order: individual trustees or diretors; institutional trustees; offiers; key employees; highest ompensated employees; and former suh persons. Chek this ox if neither the organization nor any related organization ompensated any urrent offier, diretor, or trustee. (C) (A) (B) Position (do not hek more than one (D) (E) (F) Name and Title Average ox, unless person is oth an Reportale Reportale Estimated hours per offier and a diretor/trustee) ompensation ompensation from amount of week (list any from related other hours for the organizations ompensation Individual trustee or diretor Institutional trustee Offier Key employee Highest ompensated employee related organization (W-2/199-MISC) from the organizations (W-2/199-MISC) organization elow dotted line) Former and related organizations (1) (2) (3) (4) (5) (6) (7) Traey Hogan 13. Exeutive Diretor Jessia Shelly 1. Immediate Past President Jeni Lange 2. President Staey Bettis 1. President Elet Chris Burkhardt 1. Vie President Sue Whitaker 1. Lead Regional Diretor (8) (9) (1) (11) (12) (13) (14) Form 99 (216)

8 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 8 Part VII Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees (ontinued) (C) (A) (B) Position (D) (E) (F) (do not hek more than one Name and title Average ox, unless person is oth an Reportale Reportale Estimated hours per offier and a diretor/trustee) ompensation ompensation from amount of week (list any from related other hours for the organizations ompensation related organization (W-2/199-MISC) from the organizations (W-2/199-MISC) organization elow dotted and related line) organizations Individual trustee or diretor Institutional trustee Offier Key employee Highest ompensated employee Former (15) (16) (17) (18) (19) (2) (21) (22) (23) (24) (25) 1 Su-total... Total from ontinuation sheets to Part VII, Setion A... d Total (add lines 1 and 1)... 2 Total numer of individuals (inluding ut not limited to those listed aove) who reeived more than $1, of reportale ompensation from the organization Yes No 3 Did the organization list any former offier, diretor, or trustee, key employee, or highest ompensated employee on line 1a? If "Yes," omplete Shedule J for suh individual For any individual listed on line 1a, is the sum of reportale ompensation and other ompensation from the organization and related organizations greater than $15,? If "Yes," omplete Shedule J for suh individual Did any person listed on line 1a reeive or arue ompensation from any unrelated organization or individual for servies rendered to the organization? If "Yes," omplete Shedule J for suh person... 5 Setion B. Independent Contrators 1 Complete this tale for your five highest ompensated independent ontrators that reeived more than $1, of ompensation from the organization. Report ompensation for the alendar year ending with or within the organization's tax year. (A) (B) (C) Name and usiness address Desription of servies Compensation 2 Total numer of independent ontrators (inluding ut not limited to those listed aove) who reeived more than $1, of ompensation from the organization Form 99 (216)

9 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 9 Part VIII Statement of Revenue Chek if Shedule O ontains a response or note to any line in this Part VIII... and Other Similar Amounts Contriutions, Gifts, Grants Program Servie Revenue Other Revenue 1a d e f g h 2a d (i) Real (ii) Personal 6a Gross rents... Less: rental expenses... Rental inome or (loss)... d Net rental inome or (loss)... 7a Federated ampaigns... Memership dues... Fundraising events... Related organizations... Government grants (ontriutions).. All other ontriutions, gifts, grants, and similar amounts not inluded aove Nonash ontriutions inluded in lines 1a-1f: $ Total. Add lines 1a-1f... e f All other program servie revenue... g Total. Add lines 2a-2f... Investment inome (inluding dividends, interest, and other similar amounts)... Inome from investment of tax-exempt ond proeeds... Royalties... Gross amount from sales of assets other than inventory Less: ost or other asis and sales expenses... Gain or (loss)... d 8a Net gain or (loss)... Gross inome from fundraising events (not inluding $ (i) Seurities of ontriutions reported on line 1). See Part IV, line a Less: diret expenses... Net inome or (loss) from fundraising events... 9a Gross inome from gaming ativities. See Part IV, line a Less: diret expenses... Net inome or (loss) from gaming ativities... 1a Gross sales of inventory, less returns and allowanes... a Less: ost of goods sold... Net inome or (loss) from sales of inventory... 1a 1 1 1d 1e 1f 37,416 Business Code (ii) Other (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt usiness exluded from tax funtion revenue under setions revenue ,416 meeting/edu inome , ,994 memer programs & serv ,33 1,33 17,27 4,889 4,889 Misellaneous Revenue Business Code 11a donations 999 1,634 1,634 Dunan sholarship d industry support All other revenue ,55 1,55 e Total. Add lines 11a-11d... 3, Total revenue. See instrutions , ,538 Form 99 (216)

10 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 1 Part I Statement of Funtional Expenses Setion 51()(3) and 51()(4) organizations must omplete all olumns. All other organizations must omplete olumn (A). Chek if Shedule O ontains a response or note to any line in this Part I... Do not inlude amounts reported on lines 6, 7, 8, 9, and 1 of Part VIII a d e f g a d e Grants and other assistane to domesti organizations and domesti governments. See Part IV, line Grants and other assistane to domesti individuals. See Part IV, line Grants and other assistane to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and Benefits paid to or for memers... Compensation of urrent offiers, diretors, trustees, and key employees... Compensation not inluded aove, to disqualified persons (as defined under setion 4958(f)(1)) and persons desried in setion 4958()(3)(B)... Other salaries and wages... Pension plan aruals and ontriutions (inlude setion 41(k) and 43() employer ontriutions).. Other employee enefits... Payroll taxes... Fees for servies (non-employees): Management... Legal... Aounting... Loying... Professional fundraising servies. See Part IV, line 17. Investment management fees... Other. (If line 11g amount exeeds 1% of line 25, olumn (A) amount, list line 11g expenses on Shedule O.).. Advertising and promotion... Offie expenses... Information tehnology... Royalties... Oupany... Travel... Payments of travel or entertainment expenses for any federal, state, or loal puli offiials... Conferenes, onventions, and meetings... Interest... Payments to affiliates... Depreiation, depletion, and amortization... Insurane... Other expenses. Itemize expenses not overed aove (List misellaneous expenses in line 24e. If line 24e amount exeeds 1% of line 25, olumn (A) (B) (C) (D) Total expenses Program servie Management and Fundraising expenses general expenses expenses 58,68 58,68 12,379 12,379 16,87 16,87 (A) amount, list line 24e expenses on Shedule O.) newsletter/memer servies 19, 19, offiers expenses 19,578 19,578 sponsorships 23,517 23,517 ommittee expenses 4,927 4,927 All other expenses Total funtional expenses. Add lines 1 through 24e Joint osts. Complete this line only if the organization reported in olumn (B) joint osts from a omined eduational ampaign and. 3,992 32,331 1, ,117 2,767 73,214 fundraising soliitation. Chek here if following SOP 98-2 (ASC )... Form 99 (216)

11 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 11 Part Balane Sheet Chek if Shedule O ontains a response or note to any line in this Part... (A) (B) Beginning of year End of year 1 Cash - non-interest-earing Savings and temporary ash investments... 24, ,227 3 Pledges and grants reeivale, net Aounts reeivale, net Loans and other reeivales from urrent and former offiers, diretors, Net Assets or Fund Balanes Liailities Assets trustees, key employees, and highest ompensated employees. Complete Part II of Shedule L Loans and other reeivales from other disqualified persons (as defined under setion 4958(f)(1)), persons desried in setion 4958()(3)(B), and ontriuting employers and sponsoring organizations of setion 51()(9) voluntary employees' enefiiary organizations (see instrutions). Complete Part II of Shedule L Notes and loans reeivale, net Inventories for sale or use Prepaid expenses and deferred harges... 24, ,224 1a Land, uildings, and equipment: ost or other asis. Complete Part VI of Shedule D... 1a Less: aumulated depreiation Investments - pulily traded seurities Investments - other seurities. See Part IV, line Investments - program-related. See Part IV, line Intangile assets Other assets. See Part IV, line Total assets. Add lines 1 through 15 (must equal line 34) , , Aounts payale and arued expenses Grants payale Deferred revenue ,125 2 Tax-exempt ond liailities Esrow or ustodial aount liaility. Complete Part IV of Shedule D Loans and other payales to urrent and former offiers, diretors, trustees, key employees, highest ompensated employees, and disqualified persons. Complete Part II of Shedule L Seured mortgages and notes payale to unrelated third parties Unseured notes and loans payale to unrelated third parties Other liailities (inluding federal inome tax, payales to related third parties, and other liailities not inluded on lines 17-24). Complete Part of Shedule D Total liailities. Add lines 17 through ,125 Organizations that follow SFAS 117 (ASC 958), hek here and omplete lines 27 through 29, and lines 33 and Unrestrited net assets , , Temporarily restrited net assets Permanently restrited net assets Organizations that do not follow SFAS 117 (ASC 958), hek here and omplete lines 3 through Capital stok or trust prinipal, or urrent funds Paid-in or apital surplus, or land, uilding, or equipment fund Retained earnings, endowment, aumulated inome, or other funds Total net assets or fund alanes , , Total liailities and net assets/fund alanes , ,451 Form 99 (216)

12 Form 99 (216) SCHOOL NUTRITION ASSOC OF OHIO Page 12 Part I Reoniliation of Net Assets Chek if Shedule O ontains a response or note to any line in this Part I... 1 Total revenue (must equal Part VIII, olumn (A), line 12) ,954 2 Total expenses (must equal Part I, olumn (A), line 25) ,331 3 Revenue less expenses. Sutrat line 2 from line (86,377) 4 Net assets or fund alanes at eginning of year (must equal Part, line 33, olumn (A)) ,73 5 Net unrealized gains (losses) on investments Donated servies and use of failities Investment expenses Prior period adjustments Other hanges in net assets or fund alanes (explain in Shedule O) Net assets or fund alanes at end of year. Comine lines 3 through 9 (must equal Part, line 33, olumn (B)) ,326 Part II Finanial Statements and Reporting Chek if Shedule O ontains a response or note to any line in this Part II a Aounting method used to prepare the Form 99: Cash Arual Other If the organization hanged its method of aounting from a prior year or heked "Other," explain in Shedule O. Were the organization's finanial statements ompiled or reviewed y an independent aountant? If "Yes," hek a ox elow to indiate whether the finanial statements for the year were ompiled or reviewed on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis Were the organization's finanial statements audited y an independent aountant?... If "Yes," hek a ox elow to indiate whether the finanial statements for the year were audited on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis If "Yes" to line 2a or 2, does the organization have a ommittee that assumes responsiility for oversight of the audit, review, or ompilation of its finanial statements and seletion of an independent aountant? If the organization hanged either its oversight proess or seletion proess during the tax year, explain in Shedule O a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit At and OMB Cirular A-133?... 3a If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Shedule O and desrie any steps taken to undergo suh audits... 3 Form 99 (216) 2a 2 2 Yes No

13 SCHEDULE O (Form 99 or 99-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 99 or 99-EZ Complete to provide information for responses to speifi questions on Form 99 or 99-EZ or to provide any additional information. Attah to Form 99 or 99-EZ. Information aout Shedule O (Form 99 or 99-EZ) and its instrutions is at OMB No Open to Puli Inspetion Employer identifiation numer SCHOOL NUTRITION ASSOC OF OHIO Memers or stokholder lasses and rights (Part VI, line 6) SNA ia a memer assoiation 2. Memer eletion for additional memers (Part VI, line 7a) memers elet the Governing Board 3. Governing ody deisions (Part VI, line 7) The eleted Governing Board has the authority to manage the organization and make all neessary deisions 4. Form 99 governing ody review (Part VI, line 11) The Treasurer on ehalf of Board reviews the 99 efore filing 5. Conflit of interest poliy ompliane (Part VI, line 12) All Governing Board memers are made aware of the onflit of interest poliy at least annually 6. Governing douments, et, availale to puli (Part VI, line 19) All douments of the organization are availale upon request For Paperwork Redution At Notie, see the Instrutions for Form 99 or 99-EZ. Shedule O (Form 99 or 99-EZ) (216)

14 Form 8879-EO Department of the Treasury Internal Revenue Servie Name of exempt organization IRS e-file Signature Authorization for an Exempt Organization For alendar year 216, or fisal year eginning , and ending Do not send to the IRS. Keep for your reords. Information aout Form 8879-EO and its instrutions is at Employer identifiation numer SCHOOL NUTRITION ASSOC OF OHIO Name and title of offier 216 TRACEY HOGAN, EEC DIR Part I Type of Return and Return Information (Whole Dollars Only) Chek the ox for the return for whih you are using this Form 8879-EO and enter the appliale amount, if any, from the return. If you hek the ox on line 1a, 2a, 3a, 4a, or 5a, elow, and the amount on that line for the return eing filed with this form was lank, then leave line 1, 2, 3, 4, or 5, whihever is appliale, lank (do not enter --). But, if you entered -- on the return, then enter -- on the appliale line elow. Do not omplete more than 1 line in Part I. 1a Form 99 hek here Total revenue, if any (Form 99, Part VIII, olumn (A), line 12) ,954 2a Form 99-EZ hek here Total revenue, if any (Form 99-EZ, line 9) a Form 112-POL hek here Total tax (Form 112-POL, line 22) a Form 99-PF hek here Tax ased on investment inome (Form 99-PF, Part VI, line 5) a Form 8868 hek here Balane Due (Form 8868, line 3)... 5 Part II Delaration and Signature Authorization of Offier Under penalties of perjury, I delare that I am an offier of the aove organization and that I have examined a opy of the organization's 216 eletroni return and aompanying shedules and statements and to the est of my knowledge and elief, they are true, orret, and omplete. I further delare that the amount in Part I aove is the amount shown on the opy of the organization's eletroni return. I onsent to allow my intermediate servie provider, transmitter, or eletroni return originator (ERO) to send the organization's return to the IRS and to reeive from the IRS (a) an aknowledgement of reeipt or reason for rejetion of the transmission, () the reason for any delay in proessing the return or refund, and () the date of any refund. If appliale, I authorize the U.S. Treasury and its designated Finanial Agent to initiate an eletroni funds withdrawal (diret deit) entry to the finanial institution aount indiated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the finanial institution to deit the entry to this aount. To revoke a payment, I must ontat the U.S. Treasury Finanial Agent at no later than 2 usiness days prior to the payment (settlement) date. I also authorize the finanial institutions involved in the proessing of the eletroni payment of taxes to reeive onfidential information neessary to answer inquiries and resolve issues related to the payment. I have seleted a personal identifiation numer (PIN) as my signature for the organization's eletroni return and, if appliale, the organization's onsent to eletroni funds withdrawal. Offier's PIN: hek one ox only I authorize Steen & Company to enter my PIN as my signature ERO firm name Enter five numers, ut do not enter all zeros on the organization's tax year 216 eletronially filed return. If I have indiated within this return that a opy of the return is eing filed with a state ageny(ies) regulating harities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's dislosure onsent sreen. As an offier of the organization, I will enter my PIN as my signature on the organization's tax year 216 eletronially filed return. If I have indiated within this return that a opy of the return is eing filed with a state ageny(ies) regulating harities as part of the IRS Fed/State program, I will enter my PIN on the return's dislosure onsent sreen. OMB No Offier's signature Part III Certifiation and Authentiation ERO's EFIN/PIN. Enter your six-digit eletroni filing identifiation numer (EFIN) followed y your five-digit self-seleted PIN. Date do not enter all zeros I ertify that the aove numeri entry is my PIN, whih is my signature on the 216 eletronially filed return for the organization indiated aove. I onfirm that I am sumitting this return in aordane with the requirements of Pu. 4163, Modernized e-file (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature Wade Steen Date ERO Must Retain This Form - See Instrutions Do Not Sumit This Form To the IRS Unless Requested To Do So For Paperwork Redution At Notie, see instrutions. Form 8879-EO (216)

15 99 Overflow Statement 216 Page 1 Name(s) as shown on return FEIN SCHOOL NUTRITION ASSOC OF OHIO other expenses Desription Amount sholarships Total: $ 1,225 $ 1,225 other expenses Desription Amount ank harges and mis fees Total: $ 2,767 $ 2,767 OVERFLOW.LD

16 FOR TA YEAR 216 SCHOOL NUTRITION ASSOC OF OHIO Steen & Company 222 E Town St Columus, OH (614)