2024-05-14T12:11:48-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 363037240 AMERICAN ASSOCIATION FOR LABORATORY ACCREDITATION AMER 3016443248 5202 PRESIDENTS COURT 220 FREDERICK MD 21703 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 3016443248 2024-05-14 1 THOMAS TOVEY XXX-XX-XXXX 0 AARON M FOX P01365820 2022274000 2024-05-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z LONNIE SPIRES 5202 PRESIDENTS COURT 220 FREDERICK MD 21703 29514360 0 X WWW.A2LA.ORG X 1978 DC WE EMBODY THE HIGHEST INTEGRITY AND EXPERTISE TO CREATE TRUST, SAFETY, AND QUALITY THROUGHOUT THE WORLD. 8 8 108 8 0 0 0 0 21128482 26146862 257141 -141493 0 0 21385623 26005369 0 31000 0 0 9151257 9840987 0 0 0 12828447 15580054 21979704 25452041 -594081 553328 14662010 19370122 4908067 7904040 9753943 11466082 X WE CREATE A SAFER, HEALTHIER WORLD. 0 0 21484967 31000 26040182 ACCREDITATIONS AND ASSESSMENT PROGRAM - A THIRD-PARTY ATTESTATION BY AN AUTHORITATIVE BODY (A2LA) RELATED TO CONFORMITY ASSESSMENT BODIES (CAB'S) CONVEYING FORMAL DEMONSTRATION OF ITS COMPETENCE, CONSISTENT OPERATION AND IMPARTIALITY IN PERFORMING SPECIFIC CONFORMITY ASSESSMENT ACTIVITIES, SUCH AS CALIBRATIONS AND TESTS, INSPECTIONS, REFERENCE MATERIAL PRODUCTION, PRODUCT CERTIFICATIONS, ETC. A2LA ACCREDITATION PROVIDES INTERNATIONAL CREDIBILITY AND DEMONSTRATES COMPLIANCE TO ORGANIZATIONS OPERATING WITHIN DOZENS OF INDUSTRIES. A2LA ACCREDITATION PROGRAMS FULFILL REGULATORY REQUIREMENTS AND SIGNIFIES COMPETENCE AND INTEGRITY TO STAKEHOLDERS. 2395 106680 MEMBERSHIP - BUILDING A COMMUNITY COMMITTED TO SUPPORTING, GROWING, AND PROMOTING VALUES OF QUALITY AND COMPETENCE THROUGH ACCREDITATION THROUGH:- PROVIDING FORUMS FOR MEMBERS TO BUILD RELATIONSHIPS WITH TANGIBLE BUSINESS BENEFITS THROUGH NEW CONNECTIONS, CONTINUING EDUCATION, AND ADVOCACY.- FOSTERING A COMPREHENSIVE PEER NETWORK OF INDUSTRY PROFESSIONALS AT THE A2LA ANNUAL CONFERENCE.- SUPPORTING GOVERNMENT AND GLOBAL AFFAIRS EFFORTS THROUGH WORK WITH LEGISLATIVE, REGULATORY, AND INDUSTRY GROUPS THAT SHARE COMMON GOALS.- OPPORTUNITIES TO DEMONSTRATE LEADERSHIP WITHIN QUALITY ASSURANCE, ACCREDITATION, AND TECHNICAL COMMUNITIES TO SUPPORT THE A2LA VISION OF CREATING A SAFER, HEALTHIER WORLD.- ADVOCATING FOR THE A2LA VISION AMONG GLOBAL PEERS WHILE DEVELOPING RECIPROCAL RECOGNITION OF OUR ACCREDITED RESULTS.- SUPPORTING CUSTOMERS WITH A GLOBAL INTEREST. 21487362 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 192 0 1 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THOMAS R TOVEY 2403947240 5202 PRESIDENTS COURT 220 FREDERICK MD 21703 BRADLEY GOSKOWICZ CHAIRMAN 2.00 X X 0 0 0 ROBIN STOMBLER FIRST VICE CHAIR 2.00 X X 0 0 0 MARY KAY KROGULL SECRETARY/TREASURER 2.00 X X 0 0 0 BRIAN KENNA CHAIR, NOMINATING COMMITTEE 2.00 X 0 0 0 NIEL ZUERN CHAIR, ACCREDITATION COUNCIL 2.00 X 0 0 0 MIKE CARTER MEMBER AT LARGE 2.00 X 0 0 0 WILLIAM TROY MEMBER AT LARGE 2.00 X 0 0 0 TONY YOUSSEF MEMBER AT LARGE 2.00 X 0 0 0 LONNIE SPIRES PRESIDENT AND CEO 40.00 X 584720 0 124053 TRACE MCINTURFF VP, ACCREDITATION SERVICES 40.00 X 279832 0 96379 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 40.00 X 238927 0 75568 ANDREW BOHAN SR. DIR., MARKETING & BUS. DEVEL. 40.00 X 180588 0 62921 JAMES POWELL DIRECTOR OF HUMAN RESOURCES 40.00 X 191216 0 46246 RANDALL QUERRY DIRECTOR OF GOVERNMENT RELATIONS 40.00 X 178008 0 53877 ADAM GOUKER GENERAL MANAGER 40.00 X 165415 0 60381 ROBERT MILLER GENERAL MANAGER 40.00 X 168874 0 55229 1987580 0 574654 23 0 1 0 DAVID WAITT 21565 MARY ALICE WAY LOS GATOS CA 95033 ASSESSOR - ASSESSM. HRS & EXP. 430971 LI CONSULTING 13728 ROSECROFT WAY SAN DIEGO CA 92130 ASSESSOR - ASSESSM. HRS & EXP. 350356 CHARLES M BLANK 10214 N DEMARET DRIVE FOUNTAIN HILLS AZ 85268 ASSESSOR - ASSESSM. HRS & EXP. 306888 PAUL E KEEP 2078 TIEMPO PLACE MANTECA CA 95336 ASSESSOR - ASSESSM. HRS & EXP. 304693 RJ CASTRO ASSOCIATES LLC PO BOX 986 BEAVERTON OR 97075 ASSESSOR - ASSESSM. HRS & EXP. 230225 36 ASSESSMENT INCOME 900099 19681336 19681336 ACCREDITATION - ANNUAL FEES 900099 5929250 5929250 APPLICATION FEES 900099 232150 232150 MANAGEMENT FEE 900099 197446 197446 MEMBERSHIP 900099 106680 106680 26146862 147647 147647 3219851 3508991 -289140 -289140 -289140 26005369 26146862 0 -141493 X 31000 31000 1399479 376211 1023268 6402015 5306620 1095395 1015010 871868 143142 549003 416188 132815 475480 353908 121572 114275 66921 47354 62186 36417 25769 47320 47320 12152686 12097165 55521 997535 584471 413064 549892 317589 232303 327985 192940 135045 553843 324337 229506 306995 205153 101842 245287 143643 101644 99178 58080 41098 MEMBERSHIP DUES 81117 79253 1864 A2LA STAFF TRAINING 41755 25598 16157 25452041 21487362 3964679 0 506980 1607962 31903 1031735 4244543 3846331 496895 494733 219612 250585 2756838 2312352 590847 444486 6843949 8104471 1727281 3589819 14662010 19370122 1642554 1853299 221451 301973 3044062 5748768 4908067 7904040 X 9753943 11466082 9753943 11466082 14662010 19370122 553328 1158811 0 X 0 1 X 1 0 X 2381400 2381400 20654360 17390113 18731735 21128482 26146862 104051552 20654360 17390113 21113135 21128482 26146862 106432952 0 0 0 106432952 151903 165401 147101 166338 147647 778390 151903 165401 147101 166338 147647 778390 4315 4315 20806263 17559829 21260236 21294820 26294509 107215657 0.99270 0.99270 0.00730 0.00730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,315. 0 1 0 0 0 0 1 5526 0 0 5526 0 PART II-B, LINE 1: DURING THE YEAR ENDED DECEMBER 31, 2023, A2LA CONDUCTED THE FOLLOWING LOBBYING ACTIVITIES: ENGAGEMENT OF LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY REGARDING TRACK AND RAIL CAR INSPECTIONS, ACCREDITATION OF THIRD-PARTY CYBERSECURITY INSPECTION FIRMS, AND HEMP TESTING AND ACCREDITATION. 207220 152489 54731 2010273 1734724 275549 539345 425139 114206 444486 RIGHT OF USE ASSET 3404457 TRAVEL ADVANCES 120616 SECURITY DEPOSITS 58437 DUES FROM A2LA WPT 6309 3589819 OPERATING LEASE OBLIGATION 3712463 DEFERRED COMPENSATION 2036305 5748768 X 27116860 1158811 1158811 25958049 47320 47320 26005369 25404721 0 25404721 47320 47320 25452041 PART X, LINE 2: A2LA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 A2LA WORKPLACE TRAINING 5202 PRESIDENTS COURT SUITE 240 FREDERICK MD 21703 832664118 501(C)(3) 31000 0 OPERATING SUPPORT 1 0 PART I, LINE 2: A SPECIAL BOD MEETING WAS HELD WHERE A RESOLUTION WAS DRAFTED AND APPROVED BY THE BOARD APPROVING THE GRANT TO A2LA WORKPLACE TRAINING. X X X X 0 1 0 1 0 1 0 1 0 LONNIE SPIRES PRESIDENT AND CEO 468470 0 116250 0 0 0 108587 0 15466 0 708773 0 0 0 TRACE MCINTURFF VP, ACCREDITATION SERVICES 208582 0 71250 0 0 0 80913 0 15466 0 376211 0 0 0 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 167677 0 71250 0 0 0 75568 0 0 0 314495 0 0 0 ANDREW BOHAN SR. DIR., MARKETING & BUS. DEVEL. 141588 0 39000 0 0 0 47455 0 15466 0 243509 0 0 0 JAMES POWELL DIRECTOR OF HUMAN RESOURCES 154466 0 36750 0 0 0 39502 0 6744 0 237462 0 0 0 RANDALL QUERRY DIRECTOR OF GOVERNMENT RELATIONS 139508 0 38500 0 0 0 48657 0 5220 0 231885 0 0 0 ADAM GOUKER GENERAL MANAGER 135415 0 30000 0 0 0 45415 0 14966 0 225796 0 0 0 ROBERT MILLER GENERAL MANAGER 138874 0 30000 0 0 0 45873 0 9356 0 224103 0 0 0 PART I, LINE 4B DURING THE YEAR ENDED DECEMBER 31, 2023, THE FOLLOWING EMPLOYEES RECEIVED CONTRIBUTIONS TO THEIR 457(F) RETIREMENT PLAN: LONNIE SPIRES - $43,125 TRACE MCINTURFF - $41,250 THOMAS R. TOVEY - $41,250 ANDREW BOHAN - $15,000 JAMES POWELL - $13,125 RANDALL QUERRY - $16,875 ROBERT MILLER - $13,750 ADAM GOUKER - $13,750 PART I, LINE 5 BONUSES AS AN AGGREGATE ARE BASED ON FINANCIAL PERFORMANCE IN ADDITION TO DEPARTMENTAL AND INDIVIDUAL GOALS. THE FINANCIAL PIECE IS ROUGHLY 30 PERCENT OF THE TOTAL ELIGIBLE BONUS. PART I, LINE 6 BONUSES AS AN AGGREGATE ARE BASED ON FINANCIAL PERFORMANCE IN ADDITION TO DEPARTMENTAL AND INDIVIDUAL GOALS. THE FINANCIAL PIECE IS ROUGHLY 30 PERCENT OF THE TOTAL ELIGIBLE BONUS. PART I, LINE 7 ALL BONUSES ARE PAID ON THE APPROVAL AND AT THE DISCRETION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 6 APPLICATION FOR VOTING MEMBERSHIP OF THE ASSOCIATION SHALL BE OPEN TO ALL INDIVIDUALS, COMPANIES, AND INSTITUTIONS, WHO SUPPORT THE PURPOSES OF THE ASSOCIATION AS SET FORTH HEREIN AND MEET ANY SUCH CRITERIA SET BY THE BOARD OF DIRECTORS. EACH MEMBER SHALL BE ELIGIBLE TO CAST ONE (1) VOTE ON MATTERS PRESENTED TO THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE ELECTED BY A BALLOT OF THE MEMBERSHIP. EACH MEMBER SHALL BE ELIGIBLE TO CAST ONE (1) VOTE ON MATTERS PRESENTED TO THE MEMBERSHIP. ANY VACANCY ON THE BOARD OF DIRECTORS AS A RESULT OF RESIGNATION, DEATH, REMOVAL OR INCREASE IN THE NUMBER OF MEMBERS ON THE BOARD, MAY BE FILLED AND SHOULD BE APPOINTED BY THE CHAIR, AND THEN APPROVED BY A MAJORITY VOTE OF THE CURRENT BOARD OF DIRECTORS. A DIRECTOR SO APPOINTED TO FILL A VACANCY CAUSED BY THE DEPARTURE (RESIGNATION, REMOVAL OR DEATH) OF A PREDECESSOR DIRECTOR SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBER AT WHICH TIME A NEW DIRECTOR SHALL BE ELECTED. FORM 990, PART VI, SECTION B, LINE 11B A2LA HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION OF THE DRAFT, THE CHIEF FINANCIAL OFFICER MAKES THE FIRST LEVEL OF REVIEW AND CONSULTS WITH THE PRESIDENT/CEO AND VICE PRESIDENT/COO FOR THEIR INPUT AND REVIEW. AFTER REVIEW, THE DRAFT FORM 990 IS PROVIDED TO THE FULL A2LA BOARD OF DIRECTORS BEFORE IT IS SIGNED BY THE PRESIDENT/CEO AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE A2LA A132 CODE OF CONDUCT AND BUSINESS ETHICS (WHICH INCLUDES A CONFLICT OF INTEREST FORM) IS REQUIRED TO BE REVIEWED BY ALL STAFF, BOARD MEMBERS, AND COMMITTEE MEMBERS EACH YEAR. ANY CHANGES ARE REQUIRED TO BE COMMUNICATED TO A2LA. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR THE PRESIDENT AND CEO BASED ON FEEDBACK SOLICITED FROM INTERNAL AND EXTERNAL CLIENTS AS WELL AS PERIODIC COMPENSATION STUDIES. OTHER A2LA EMPLOYEES' PERFORMANCES ARE EVALUATED EACH YEAR BY THE SUPERVISOR. THE BOARD MEMBERS ARE REIMBURSED FOR THEIR EXPENSES OF ATTENDING A2LA BOARD OF DIRECTORS MEETINGS. THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 A2LA'S GOVERNING DOCUMENTS INCLUDING THE A132 CODE OF CONDUCT AND BUSINESS ETHICS POLICY, FEDERAL FORM 1023, AND THE FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE YEAR-END FINANCIAL RESULTS ARE PUBLISHED IN A2LA'S ANNUAL REPORT. FORM 990, PART IX, LINE 11G ASSESSOR AND AUDITOR EXPENSES: PROGRAM SERVICE EXPENSES 12,030,050. MANAGEMENT AND GENERAL EXPENSES 16,720. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,046,770. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 54,833. MANAGEMENT AND GENERAL EXPENSES 38,801. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,634. TECHNICAL SUPPORT: PROGRAM SERVICE EXPENSES 10,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,497. PUBLIC TRAINING: PROGRAM SERVICE EXPENSES 1,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,785.