2026-09-14T16:16:33-05:00 2025-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2025-01-01 471467778 WORKCRED INC WORK 2022938020 1899 L STREET NW 11 FL WASHINGTON DC 20036 ANNA CHIPCHASE ACTING CFO 2022938020 2026-09-14 1 AARON FOX P01365820 2125038800 2026-09-14 2025 ANNA CHIPCHASE 1899 L STREET NW 11 FL WASHINGTON DC 20036 820264 0 X WORKCRED.ORG X 2014 DC WORKCRED'S MISSION IS TO STRENGTHEN WORKFORCE QUALITY BY IMPROVING THE CREDENTIALING SYSTEM, ENSURING ITS ONGOING RELEVANCE, AND PREPARING EMPLOYERS, WORKERS, EDUCATORS, AND GOVERNMENTS TO USE IT EFFECTIVELY. 10 7 7 7 0 0 0 0 1061627 820264 0 0 0 0 1061627 820264 0 0 0 0 1286806 1588223 0 0 0 838401 729810 2125207 2318033 -1063580 -1497769 264430 407615 8440718 10081672 -8176288 -9674057 X FORMED IN 2014, WORKCRED IS AN AFFILIATE OF THE AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI). WORKCRED'S MISSION IS TO STRENGTHEN WORKFORCE QUALITY BY IMPROVING THE CREDENTIALING SYSTEM, ENSURING ITS ONGOING RELEVANCE, AND PREPARING EMPLOYERS, WORKERS, EDUCATORS, AND GOVERNMENTS TO USE IT EFFECTIVELY. 0 0 1732089 820264 FORMED IN 2014, WORKCRED IS AN AFFILIATE OF THE AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI). WORKCRED'S MISSION IS TO STRENGTHEN WORKFORCE QUALITY BY IMPROVING THE CREDENTIALING SYSTEM, ENSURING ITS ONGOING RELEVANCE, AND PREPARING EMPLOYERS, WORKERS, EDUCATORS, AND GOVERNMENTS TO USE IT EFFECTIVELY. 1732089 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X ANNA CHIPCHASE ACTING CFO 2126424900 1180 AVENUE OF THE AMERICAS 10TH NEW YORK NY 10036 ANDREW UPDEGROVE DIRECTOR 2.00 X 0 0 0 BETH OFFENHARTZ CARLSON DIRECTOR 2.00 X 0 0 0 CYNTHIA DOMINICK WOODLEY DIRECTOR 2.00 X 0 0 0 FRANCES SCHROTTER DIRECTOR/SVP, COO 2.00 38.00 X 0 664975 158929 GEORGE WESTERMAN DIRECTOR 2.00 X 0 0 0 JOHN KESSLER DIRECTOR 2.00 X 0 0 0 LAURIE LOCASCIO CEO & PRESIDENT 2.00 38.00 X X 0 707619 26992 LAWRENCE LYNCH DIRECTOR 2.00 X 0 0 0 MARGARET JENSEN SVP FINANCE & ADMIN & CFO/TREASURER 2.00 38.00 X X 0 580406 119275 SARAH DEMARK DIRECTOR 2.00 X 0 0 0 GAIL MATTHEWS ASSOCIATE GENERAL COUNSEL/SECRETARY 2.00 38.00 X 0 342258 61396 ROY SWIFT EXECUTIVE DIRECTOR 40.00 X 354844 0 57040 JANET FELTS FORTE SENIOR MANAGER OPERATIONS 40.00 X 143560 0 45103 KAREN ELZEY ASSOCIATE EXECUTIVE DIRECT 40.00 X 248076 0 68404 VAUGHN TERRY ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 157391 0 47313 TALISA JACKSON ASSOCIATE DIRECTOR 40.00 X 124161 0 35661 1028032 2295258 620113 5 0 1 0 0 FEE-BASED PROGRAMS 900099 820264 820264 820264 820264 820264 0 0 411884 411884 904380 904380 97940 97940 102419 102419 71600 71600 585944 585944 73900 73900 1800 1800 61167 61167 6999 6999 2318033 1732089 585944 0 260062 365734 4368 41881 264430 407615 83041 283936 319629 74272 8038048 9723464 8440718 10081672 X -8176288 -9674057 -8176288 -9674057 264430 407615 -1497769 0 X X 0 1 X 1 0 X X 1 AMERICAN NATIONAL STANDARDS INSTITUTE 131635253 10 1 585944 0 1 585944 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE TO RELATED ORGANIZATION 9723464 9723464 X 106801769 105981505 105981505 820264 0 820264 104092762 101774729 101774729 2318033 0 2318033 PART X, LINE 2: THE INSTITUTE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY'S REVENUE 105,981,505. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY'S EXPENSES 101,774,729. 0 1 0 0 0 0 0 0 0 FRANCES SCHROTTER DIRECTOR/SVP, COO 0 490796 0 143805 0 30374 0 139050 0 19879 0 823904 0 0 LAURIE LOCASCIO CEO & PRESIDENT 0 696923 0 0 0 10696 0 23692 0 3300 0 734611 0 0 MARGARET JENSEN SVP FINANCE & ADMIN & CFO/TREASURER 0 395389 0 127275 0 57742 0 75259 0 44016 0 699681 0 0 ROY SWIFT EXECUTIVE DIRECTOR 319305 0 20000 0 15539 0 56789 0 251 0 411884 0 0 0 GAIL MATTHEWS ASSOCIATE GENERAL COUNSEL/SECRETARY 0 321230 0 16000 0 5028 0 55929 0 5467 0 403654 0 0 KAREN ELZEY ASSOCIATE EXECUTIVE DIRECT 236797 0 9000 0 2279 0 68404 0 0 0 316480 0 0 0 VAUGHN TERRY ASSOCIATE EXECUTIVE DIRECTOR 157094 0 0 0 297 0 6009 0 41304 0 204704 0 0 0 JANET FELTS FORTE SENIOR MANAGER OPERATIONS 134887 0 8400 0 273 0 8618 0 36485 0 188663 0 0 0 TALISA JACKSON ASSOCIATE DIRECTOR 116930 0 7000 0 231 0 12155 0 23506 0 159822 0 0 0 PART I, LINE 3 WORKCRED'S COMPENSATION RATES ARE DETERMINED BY THE RELATED ORGANIZATION, AMERICAN NATIONAL STANDARDS INSTITUTE, (ANSI). ANSI UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE ANSI BOARD OF THE CONSOLIDATED BUDGET, IN DETERMINING THESE COMPENSATION RATES. PART I, LINE 4B VARIOUS EMPLOYEES PARTICIPATED IN THE SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN AND IT IS REPORTED IN COLUMN C. PART I, LINE 7 THE ANSI COMPENSATION COMMITTEE OF THE ANSI BOARD OF DIRECTORS APPROVES THE BONUS FOR THE ANSI CEO. PART II, COLUMN B (III): THE AMOUNTS IN THIS COLUMN REPRESENT CONTRIBUTIONS TO 457(B) RETIREMENT PLANS, TAXABLE PORTION OF GROUP TERM LIFE INSURANCE AND SOME OTHER GROSS UP PAYMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF WORKCRED, INC IS THE AMERICAN NATIONAL STANDARDS INSTITUTE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, THE AMERICAN NATIONAL STANDARDS INSTITUTE , INC., OF THE ORGANIZATION MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE AMERICAN NATIONAL STANDARDS INSTITUTE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS REVIEWED AND APPROVED BY THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CURRENT BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY IS DETAILED IN THE WORKCRED BY LAWS. IN THIS DOCUMENT IT IS EXPLAINED THAT EACH MEMBER OF THE BOARD HAS A DUTY TO DISCLOSE WHETHER OR NOT THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND IT SETS FORTH THE PROCEDURES FOR DEALING WITH ANY SUCH CONFLICTS. BOARD MEMBERS ARE REQUIRED TO SIGN THIS POLICY ON AN ANNUAL BASIS TO CONFIRM THEY HAVE READ AND UNDERSTOOD THE POLICY AND TO DISCLOSE WHETHER OR NOT THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THIS PROCESS IS OUTLINED IN THE ANSI BY-LAWS (SECTION 5.06). THE BOARD COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND APPROVING COMPENSATION AND BENEFITS FOR THE PRESIDENT. THE COMPENSATION COMMITTEE IS CHARGED WITH REVIEWING PERIODICALLY AND APPROVING CHANGES AS REQUIRED TO THE COMPENSATION AND BENEFIT POLICIES FOR THE CORPORATE OFFICERS AND STAFF OF THE INSTITUTE, EVALUATING ANNUALLY THE PERFORMANCE OF THE PRESIDENT AND ESTABLISHING AN APPROPRIATE COMPENSATION AND BENEFITS SCHEDULE FOR THE PRESIDENT, AND REVIEWING AND APPROVING OTHER POLICIES CONCERNING EMPLOYEE COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 WORKCRED'S BY-LAWS, BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY AND ANNUAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN NATIONAL STANDARDS INSTITUTE 1180 AVENUE OF THE AMERICAS 10TH FL NEW YORK NY 10036 131635253 STANDARDIZATION AND ACCREDITATION SERVICES. NY 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0