2026-09-17T08:56:44-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 363037240 AMERICAN ASSOCIATION FOR LABORATORY ACCREDITATION AMER 3016443248 5202 PRESIDENTS COURT 220 FREDERICK MD 21703 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 3016443248 2026-09-16 1 SARA SMITH P01332734 2022274000 2026-09-16 2025 LONNIE SPIRES 5202 PRESIDENTS COURT 220 FREDERICK MD 21703 30540103 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 8 111 8 0 0 0 0 26884891 28331833 272443 436975 0 0 27157334 28768808 0 0 0 0 10661419 11642707 0 0 0 15860974 18283961 26522393 29926668 634941 -1157860 22094943 23243624 9173392 9927780 12921551 13315844 X WE CREATE A SAFER, HEALTHIER WORLD. 0 0 23831354 28221942 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. 218 109891 A2LA IS A PROFESSIONAL SOCIETY DRIVEN FOR AND BY ITS MEMBERS WHO BELIEVE IN THE SAME VISION: "WE CREATE A SAFER, HEALTHIER WORLD." MEMBERS RECEIVE INFORMATION, EDUCATION, NETWORKING OPPORTUNITIES, ADVERTISING BENEFITS, AND RESOURCES NEEDED TO ADVANCE THEIR PERSONAL AND CAREER OBJECTIVES IN THE FIELD OF ACCREDITATION.MEMBERSHIP IS A PROFESSIONAL COMMUNITY COMMITTED TO SUPPORTING, GROWING, AND PROMOTING VALUES OF QUALITY AND COMPETENCE THROUGH ACCREDITATION.- 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.- LEADS BY EXAMPLE WITHIN THE QUALITY ASSURANCE, ACCREDITATION, AND TECHNICAL COMMUNITIES TO SUPPORT OUR VISION OF CREATING A SINGLE ACCREDITATION ACCEPTED EVERYWHERE.- PROMOTES CUSTOMERS WITH INTERNATIONAL INTERESTS. 23831572 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 191 0 1 111 1 0 0 0 0 0 0 0 0 0 0 1 0 X 8 8 0 0 0 0 1 1 1 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 MARY KAY KROGULL CHAIR 2.00 X X 0 0 0 ROBIN STOMBLER FIRST VICE CHAIR 2.00 X X 0 0 0 BRADLEY GOSKOWICZ PAST CHAIR 2.00 X X 0 0 0 MIKE CARTER TREASURER 2.00 X X 0 0 0 TIMOTHY OSBORNE SECRETARY 2.00 40.00 X X 0 223126 61017 BRIAN KENNA MEMBER AT LARGE - UNTIL 5/2025 2.00 X 0 0 0 ANTHONY LUPO MEMBER AT LARGE 2.00 X 0 0 0 ALLISON MACKENZIE MEMBER AT LARGE 2.00 X 0 0 0 WILLIAM TROY MEMBER AT LARGE 2.00 X 8450 0 0 LONNIE SPIRES PRESIDENT AND CEO 40.00 1.00 X 698745 0 129726 TRACE MCINTURFF VP, ACCREDITATION SERVICES 40.00 X 301990 0 114335 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 40.00 1.00 X 270550 0 93695 ANDREW BOHAN SR. DIR., MARKETING & BUS. DEVEL. 40.00 X 187171 0 72130 JAMES POWELL DIRECTOR OF HUMAN RESOURCES 40.00 X 201075 0 53621 RANDALL QUERRY DIRECTOR OF GOVERNMENT RELATIONS 40.00 X 182952 0 40399 ROBERT MILLER DIRECTOR - ACCREDITATION SERVICES 40.00 X 172279 0 63663 ADAM GOUKER DIRECTOR - ACCREDITATION SERVICES 40.00 X 170212 0 70578 KIMBERLY PADDISON FORMER DIRECTOR OF BUSINESS DEVELOPMENT 0.00 40.00 X 173491 162885 29341 2366915 386011 728505 18 1 1 0 LI CONSULTING 13728 ROSECROFT WAY SAN DIEGO CA 92130 ASSESSMENT SERVICES 271199 RJ CASTRO ASSOCIATES LLC PO BOX 986 BEAVERTON OR 97075 ASSESSMENT SERVICES 173607 THOMAS DICKTEN 979 SPRINGVIEW CIRCLE SAN RAMON CA 94583 ASSESSMENT SERVICES 172263 DAVID WAITT 21565 MARY ALICE WAY LOS GATOS CA 95033 ASSESSMENT SERVICES 149578 HEIDI PHILLIPS 2026 ASHWOOD PLACE HIGHLANDS RANCH CO 80129 ASSESSMENT SERVICES 146140 12 ASSESSMENT INCOME 900099 21007951 21007951 ACCREDITATION - ANNUAL FEES 900099 6790949 6790949 APPLICATION FEES 900099 219967 219967 MANAGEMENT FEE 900099 203075 203075 MEMBERSHIP 900099 109891 109891 28331833 197442 197442 2010828 1771295 239533 239533 239533 28768808 28331833 0 436975 X 1617491 416325 1201166 7218263 5966093 1252170 1496449 1227798 268651 776447 583471 192976 534057 393918 140139 75597 43946 31651 58833 34201 24632 62705 62705 12745097 12680955 64142 1208394 702466 505928 570010 331963 238047 290976 169151 121825 778803 452735 326068 620921 417810 203111 109996 63943 46053 105418 61282 44136 LEGAL SETTLEMENT EXP. 1229972 1229972 TAX EXPENSE 196306 114117 82189 A2LA STAFF TRAINING 135318 80297 55021 MEMBERSHIP DUES 95615 91101 4514 29926668 23831572 6095096 0 3151726 1937932 754508 2105115 3841569 3535450 492494 490175 474101 353374 2700902 2497552 262190 203350 8857734 10715535 4260621 3902693 22094943 23243624 1784104 1766277 259579 326924 7129709 7834579 9173392 9927780 X 12921551 13315844 12921551 13315844 22094943 23243624 -1157860 1552153 0 X 0 1 X 1 0 X 2381400 2381400 18731735 21128482 26146862 26884891 28331833 121223803 21113135 21128482 26146862 26884891 28331833 123605203 0 0 0 123605203 147101 166338 147647 163472 197442 822000 147101 166338 147647 163472 197442 822000 21260236 21294820 26294509 27048363 28529275 124427203 0.99340 0.99300 0.00660 0.00700 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 0 1 0 0 0 0 1 4566 0 0 4566 0 PART II-B, LINE 1: DURING THE YEAR ENDING DECEMBER 31, 2025, A2LA CONDUCTED THE FOLLOWING LOBBYING ACTIVITIES: ENGAGEMENT OF LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY REGARDING LABORATORY TESTING AND ACCREDITATION PERTAINING TO THE ENERGY STAR PROGRAM, GENERAL TESTING AND ACCREDITATION STANDARDS. 207220 192452 14768 2012976 1889203 123773 480706 415897 64809 203350 RIGHT OF USE ASSET 3524104 TRAVEL ADVANCES 238876 SECURITY DEPOSITS 69119 DUE FROM RELATED PARTY 70594 3902693 OPERATING LEASE OBLIGATION 3986381 DEFERRED COMPENSATION 3847414 DUE TO RELATED PARTY 784 7834579 X 30258256 1552153 1552153 28706103 62705 62705 28768808 29863963 0 29863963 62705 62705 29926668 PART X, LINE 2: A2LA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2025, 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. X X X X 0 1 0 1 0 1 0 1 0 LONNIE SPIRES PRESIDENT AND CEO 604995 0 93750 0 0 0 109923 0 19803 0 828471 0 0 0 TRACE MCINTURFF VP, ACCREDITATION SERVICES 251834 0 50156 0 0 0 94532 0 19803 0 416325 0 0 0 KIMBERLY PADDISON FORMER DIRECTOR OF BUSINESS DEVELOPMENT 0 157885 0 5000 173491 0 0 15999 0 13342 173491 192226 0 0 THOMAS R TOVEY CHIEF FINANCIAL OFFICER 218050 0 52500 0 0 0 91855 0 1840 0 364245 0 0 0 TIMOTHY OSBORNE SECRETARY 0 188126 0 35000 0 0 0 20227 0 40790 0 284143 0 0 ANDREW BOHAN SR. DIR., MARKETING & BUS. DEVEL. 159171 0 28000 0 0 0 52750 0 19380 0 259301 0 0 0 JAMES POWELL DIRECTOR OF HUMAN RESOURCES 177075 0 24000 0 0 0 44485 0 9136 0 254696 0 0 0 ADAM GOUKER DIRECTOR - ACCREDITATION SERVICES 148649 0 21563 0 0 0 51216 0 19362 0 240790 0 0 0 ROBERT MILLER DIRECTOR - ACCREDITATION SERVICES 150716 0 21563 0 0 0 51475 0 12188 0 235942 0 0 0 RANDALL QUERRY DIRECTOR OF GOVERNMENT RELATIONS 151202 0 31750 0 0 0 32981 0 7418 0 223351 0 0 0 PART I, LINE 4B DURING THE YEAR ENDED DECEMBER 31, 2024, THE FOLLOWING EMPLOYEES RECEIVED CONTRIBUTIONS TO THEIR 457(F) RETIREMENT PLAN: LONNIE SPIRES - $46,875 TRACE MCINTURFF - $50,156 THOMAS R. TOVEY - $52,500 ANDREW BOHAN - $17,500 RANDALL QUERRY - $19,844 ROBERT MILLER - $17,969 JAMES POWELL - $15,000 KIMBERLY PADDISON, DIRECTOR OF BUSINESS DEVELOPMENT UNTIL DECEMBER OF 2024, RECEIVED A 457(F) PLAN DISTRIBUTION IN THE AMOUNT OF $173,491. PART I, LINE 5 BONUSES AS AN AGGREGATE ARE BASED ON FINANCIAL PERFORMANCE IN ADDITION TO DEPARTMENTAL AND INDIVIDUAL GOALS. THE FINANCIAL PIECE CONTINGENT ON THE REVENUE IS ROUGHLY 15 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 CONTINGENT ON NET EARNINGS IS ROUGHLY 15 PERCENT CONTINGENT ON NET EARNINGS OF THE TOTAL ELIGIBLE BONUS. PART I, LINE 7 EMPLOYEE BONUSES ARE PAID ON THE APPROVAL AND AT THE DISCRETION OF THE CEO BASED ON INDIVIDUAL AND ORGANIZATIONAL GOALS ACHIEVED, EXCLUDING GOALS RELATED TO REVENUE AND EARNINGS. 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 A, LINE 7B EACH MEMBER IS ELIGIBLE TO CAST ONE (1) VOTE ON MATTERS PRESENTED TO THE MEMBERSHIP. 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 SETS COMPENSATION 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 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 12,574,414. MANAGEMENT AND GENERAL EXPENSES 2,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,577,138. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 85,337. MANAGEMENT AND GENERAL EXPENSES 61,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,755. PUBLIC TRAINING: PROGRAM SERVICE EXPENSES 21,204. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,204. A2LA WORKPLACE TRAINING 5202 PRESIDENTS COURT SUITE 240 FREDERICK MD 21703 832664118 TRAINING MD 501(C)(3) LINE 10 A2LA 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 A2LA WORKPLACE TRAINING D 490175 FMV A2LA WORKPLACE TRAINING L 203075 FMV