Civic Intelligence

Battelle Education

990 • Fiscal year 2023 • EIN 46-0585021

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 07, 2024

505 King AvenueColumbus, OH 43201

(614) 424-3439

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.31x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

23rd percentile

-7.3%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

100th percentile

$4,986,931

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,569,181

Up $823,197 (+22%) from 2022

Net Assets

Down

$40,824

Down $1,056,439 (-96%) from 2022

Liabilities

Up

$4,528,357

Up $1,879,636 (+71%) from 2022

Revenue

Up

$14,527,784

Up $5,365,618 (+59%) from 2022

Expenses

Up

$15,584,223

Up $6,740,542 (+76%) from 2022

Net Income

Down

-$1,056,439

Down $1,374,924 (-432%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $731,968Liabilities 2013: $441,533Net Assets 2013: $290,4352013Assets 2014: $1,369,542Liabilities 2014: $245,587Net Assets 2014: $1,123,9552014Assets 2015: $2,747,747Liabilities 2015: $1,940,732Net Assets 2015: $807,0152015Assets 2016: $2,362,274Liabilities 2016: $1,637,243Net Assets 2016: $725,0312016Assets 2017: $2,440,412Liabilities 2017: $1,740,557Net Assets 2017: $699,8552017Assets 2018: $2,433,400Liabilities 2018: $1,848,283Net Assets 2018: $585,1172018Assets 2019: $2,852,931Liabilities 2019: $2,102,652Net Assets 2019: $750,2792019Assets 2020: $2,343,213Liabilities 2020: $1,639,351Net Assets 2020: $703,8622020Assets 2021: $2,236,919Liabilities 2021: $1,458,141Net Assets 2021: $778,7782021Assets 2022: $3,745,984Liabilities 2022: $2,648,721Net Assets 2022: $1,097,2632022Assets 2023: $4,569,181Liabilities 2023: $4,528,357Net Assets 2023: $40,8242023Assets 2024: $3,918,713Liabilities 2024: $3,857,547Net Assets 2024: $61,1662024

Highlighted filing

2023

Assets$4,569,181
Liabilities$4,528,357
Net Assets$40,824

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $507,092Expenses 2013: $418,658Net Income 2013: $88,4342013Revenue 2014: $1,705,175Expenses 2014: $871,655Net Income 2014: $833,5202014Revenue 2015: $2,096,313Expenses 2015: $2,413,253Net Income 2015: -$316,9402015Revenue 2016: $2,466,281Expenses 2016: $2,548,265Net Income 2016: -$81,9842016Revenue 2017: $3,280,626Expenses 2017: $3,305,802Net Income 2017: -$25,1762017Revenue 2018: $2,273,934Expenses 2018: $2,388,672Net Income 2018: -$114,7382018Revenue 2019: $2,973,143Expenses 2019: $2,807,981Net Income 2019: $165,1622019Revenue 2020: $3,269,704Expenses 2020: $3,291,253Net Income 2020: -$21,5492020Revenue 2021: $4,450,012Expenses 2021: $4,399,962Net Income 2021: $50,0502021Revenue 2022: $9,162,166Expenses 2022: $8,843,681Net Income 2022: $318,4852022Revenue 2023: $14,527,784Expenses 2023: $15,584,223Net Income 2023: -$1,056,4392023Revenue 2024: $6,104,056Expenses 2024: $6,083,714Net Income 2024: $20,3422024

Highlighted filing

2023

Revenue$14,527,784
Expenses$15,584,223
Net Income-$1,056,439
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 7, 2024
Return Version
2022v5.0
Gross Receipts
$14,527,784
Mission and Program Overview

Mission

Battelle education was formed to exclusively support and benefit battelle memorial institute and its charitable, educational, and scientific activities by encouraging, facilitating, and promoting science, technology, engineering and math ("stem") education.

See mission statement on schedule obattelle education was formed to exclusively support and benefit battelle memorial institute and its charitable, educational, and scientific activities by encouraging, facilitating, and promoting science, technology, engineering and math ("stem") education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,276,143$4,066,084▲ $789,941
Accounts Receivable$456,091$489,083▲ $32,992
Rtn Earn Endowment Incm Other Fnds$1,097,263$40,824▼ $1,056,439
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,745,984$4,569,181▲ $823,197
Other Assets Total$13,750$14,014▲ $264
Liabilities
Accounts Payable and Accrued Expenses$2,101,245$3,758,141▲ $1,656,896
Other Liabilities$547,476$770,216▲ $222,740
Total Liabilities$2,648,721$4,528,357▲ $1,879,636
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,097,263$40,824▼ $1,056,439
Total Liabilities and Net Assets / Fund Balance$3,745,984$4,569,181▲ $823,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandi StroeckerManager Stem NetworkFT$101,695$31,584$133,279
Hayley AllenTreasurer--$75,954$75,954

Board Members and Trustees

NameTitle
Wes HallDirector & President
Lewis Von ThaerDirector
David BurnsDirector of External Partner
Regina SchofieldDirector of External Partner
Aimee Kennedy to 1019Former Director & Presiden
Brian SmithAssistant Treasurer
Tiffany Essex to 1019Former Treasurer
Thomas E SharpeSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Defined Learning LLCProject-based Learning900 SKOKIE BLVD, Northbrook, IL 60062$1,277,324
Redstory LLCEvent Marketing Agency231 PUBLIC SQUARE, Franklin, TN 37064$205,931
Cam Productions LLCVideo Production418 HIGHLAND VIEW DR, Knoxville, TN 37920$150,000
Icf Incorporated LLCConsultingPO BOX 775367, Chicago, IL 60677$104,177
Revenue and Support

Revenue Composition

Contributions and Grants
$14,284,227
Program Service Revenue
$144,670
Investment Income
$98,887
Other Revenue
$0
All Other Contributions
$483,000
Change in Net Assets
$-1,056,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,389,887
Salaries, Compensation, and Employee Benefits$2,194,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$9,839,709$988,536-$10,828,245
Other Expenses$2,326,655$199-$2,326,854
Other Salaries and Wages$1,978,571$69,305-$2,047,876
Travel$137,740$11,554-$149,294
Other Employee Benefits$146,428$32-$146,460
Office Expenses$58,796$1,387-$60,183
Conferences and Meetings$12,412$25-$12,437
Information Technology$9,590$1,097-$10,687
Advertising$1,188$999-$2,187
Total Functional Expenses$14,511,089$1,073,134$0$15,584,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$767,000
Accrued Compensation & Benefits$3,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Battelle memorial institute is the sole member of battelle education.

Form 990, Part VI, Section A, Line 7A

Battelle memorial institute is the sole member of battelle education and has the authority to elect the board of directors for battelle education.

Form 990, Part VI, Section A, Line 8B

Battelle education has not established any committees that have authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Form 990 for battelle education is prepared and reviewed by battelle memorial institute's tax staff. Form 990 is reviewed by battelle education's secretary and distributed to the directors prior to filing.

Form 990, Part VI, Section B, Line 12C

Each year battelle education uses a detailed conflict of interest certificate to obtain information from directors, officers and key employees. All of battelle education employees, officers, and directors are periodically required to take an online ethical code of conduct training course. Training with respect to section 501(c)(3) compliance requirements, limitations and prohibitions, including improper private benefit and other conflict of interest-related matters is included in the ethical code of conduct training course that is required to be taken by employees, officers and directors. Bmi maintains an ethics hot-line for its staff for use with respect to any ethics-related matter. Matters reported or concerns raised by contact with the hot-line are given due consideration and investigated appropriately.

Form 990, Part VI, Section B, Line 15

The board of directors and officers of battelle education listed on form 990 part vii, received no compensation from battelle education. The board of directors and officers receive compensation from battelle memorial institute.

Form 990, Part VI, Section C, Line 19

Battelle education makes form 1023, application for tax exemption, available to the public upon request; form 1023 includes the articles of incorporation and the code of regulations. Battelle education makes form 990 available to the public upon request. The conflict of interest policies and financial statements are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Battelle Education
EIN
46-0585021
Phone
6144243439
Address
505 KING AVENUE, COLUMBUS, OH 43201

Signing Officer

Name
Thomas E Sharpe
Title
Secretary
Phone
6144243439
Signed
2024-08-07

Organization Details

Principal Officer
Wesley Hall
Formed
2012
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
18
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Stem network consultants: program service expenses 9,839,709. Management and general expenses 988,536. Fundraising expenses 0. Total expenses 10,828,245.

Form 990, Part XII, Financial Statements and Reporting, Line 2C

Battelle education's financial statements are included as part of the audited consolidated financial statements of battelle memorial institute (bmi). Bmi has a committee that assumes responsibility for the audit of the consolidated financial statements which include battelle education. Battelle education does not have a separate committee that assumes responsibility for the audit of battelle education's financial statements since this is performed by bmi.

Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
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IRS990/MinutesOfCommitteesInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BATTELLE EDUCATION PROVIDED NON-CASH SUPPORT TO BATTELLE MEMORIAL INSTITUTE'S STEM EDUCATION INITIATIVES. BATTELLE EDUCATION'S SUPPORT PRIMARILY CONSISTS OF LABOR.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50

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