2025-08-06T06:18:32-05:00 2024-09-30 990 2023-10-01 460585021 BATTELLE EDUCATION BATT 6144243439 505 KING AVENUE COLUMBUS OH 43201 THOMAS E SHARPE SECRETARY 6144243439 2025-08-06 0 2023 2025-03-06 01:10:19Z WESLEY HALL 505 KING AVENUE COLUMBUS OH 43201 6104056 0 X N/A X 2012 OH 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. 2 2 19 0 0 0 14284227 5369048 144670 512637 98887 222371 0 0 14527784 6104056 0 0 0 0 2194336 2039156 0 0 0 13389887 4044558 15584223 6083714 -1056439 20342 4569181 3918713 4528357 3857547 40824 61166 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. 0 0 5821548 512637 STEM INNOVATION NETWORKS PROVIDE A COMMUNITY THAT ALLOWS TEACHERS, SCHOOLS, STATES, AND STRATEGIC PARTNERS TO CONNECT AND SHARE RESOURCES. 5821548 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 637 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X WESLEY HALL 6144243439 505 KING AVENUE COLUMBUS OH 43201 LEWIS VON THAER DIRECTOR 1.00 39.00 X 0 5569100 41656 WES HALL DIRECTOR & PRESIDENT 10.00 30.00 X X 0 514209 29462 THOMAS E SHARPE SECRETARY 1.00 39.00 X 0 311502 56977 BRIAN SMITH ASSISTANT TREASURER 1.00 39.00 X 0 439880 48774 REGINA SCHOFIELD DIR OF EXTERNAL PARTNER 1.00 39.00 X 0 318593 29658 DAVID BURNS DIR OF EXTERNAL PARTNER 1.00 39.00 X 0 258173 36266 BRANDI STROECKER MANAGER STEM NETWORK 40.00 X 107309 0 33213 AIMEE KENNEDY TO 1019 FORMER DIRECTOR & PRESIDENT 0.00 40.00 X 0 827898 47020 TIFFANY ESSEX TO 1019 FORMER TREASURER 0.00 40.00 X 0 126590 22635 107309 8365945 345661 1 1 1 0 DEFINED LEARNING LLC 900 SKOKIE BLVD STE100 NORTHBROOK IL 60062 DEFINED LEARNING CURRICULUM 580000 EDYNAMIC HOLDINGS LP 1256 MAIN ST STE 256 SOUTHLAKE TX 76092 LEARNING BLADE CURRICULUM 500000 REDSTORY LLC 1554 POLARIS PARKWAY STE 325 COLUMBUS OH 43240 STEM INNOVATION SUMMIT 408777 STEPHANIE L H ZEIGER 2307 LUCERNE LANE FRANKLIN TN 37064 EDUCATION CURRICULUM 164212 STONEMILL LLC 116 KING COURT NEW HOLLAND PA 17557 COMPUTER SCIENCE KITS 164000 7 4886048 483000 5369048 STEM GRANT SUPPORT 611710 512637 512637 512637 222371 222371 6104056 512637 0 222371 X 1873301 1792575 80726 165855 158708 7147 3105927 2972083 133844 46364 44366 1998 4921 4709 212 106362 101779 4583 100 96 4 PURCHASES 780884 747232 33652 6083714 5821548 262166 0 4066084 3466363 489083 452350 14014 0 4569181 3918713 3758141 3108642 770216 748905 4528357 3857547 X 0 0 0 0 40824 61166 40824 61166 4569181 3918713 20342 0 X X 0 1 X 0 0 X X 1 BATTELLE MEMORIAL INSTITUTE 314379427 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SUPPLEMENTAL INFORMATION PART I, LINE 12G, COLUMN (VI) BATTELLE EDUCATION PROVIDED NON-CASH SUPPORT TO BATTELLE MEMORIAL INSTITUTE'S STEM EDUCATION INITIATIVES. BATTELLE EDUCATION'S SUPPORT PRIMARILY CONSISTS OF LABOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCRUED EXPENSES 748905 748905 0 0 0 0 0 0 0 0 0 LEWIS VON THAER DIRECTOR 0 1090711 0 4032210 0 446179 0 24039 0 17617 0 5610756 0 134284 AIMEE KENNEDY TO 1019 FORMER DIRECTOR & PRESIDENT 0 308132 0 473931 0 45835 0 24095 0 22925 0 874918 0 31019 WES HALL DIRECTOR & PRESIDENT 0 263287 0 250543 0 379 0 21356 0 8106 0 543671 0 0 BRIAN SMITH ASSISTANT TREASURER 0 60279 0 172672 0 206929 0 22891 0 25883 0 488654 0 0 THOMAS E SHARPE SECRETARY 0 266971 0 38107 0 6424 0 38959 0 18018 0 368479 0 3018 REGINA SCHOFIELD DIR OF EXTERNAL PARTNER 0 274889 0 38666 0 5038 0 26263 0 3395 0 348251 0 2125 DAVID BURNS DIR OF EXTERNAL PARTNER 0 224408 0 31484 0 2281 0 20837 0 15429 0 294439 0 0 TIFFANY ESSEX TO 1019 FORMER TREASURER 0 121387 0 0 0 5203 0 10081 0 12554 0 149225 0 0 SCHEDULE J SUPPLEMENTAL INFORMATION THE BOARD OF DIRECTORS AND OFFICERS OF BATTELLE EDUCATION RECEIVED NO COMPENSATION FROM BATTELLE EDUCATION. THE BOARD OF DIRECTORS AND OFFICERS RECEIVED COMPENSATION FROM BATTELLE MEMORIAL INSTITUTE. 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. FORM 990, PART IX, LINE 11G STEM NETWORK CONSULTANTS: PROGRAM SERVICE EXPENSES 2,972,083. MANAGEMENT AND GENERAL EXPENSES 133,844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,105,927. 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. BATTELLE MEMORIAL INSTITUTE 505 KING AVENUE COLUMBUS OH 43201 314379427 SCIENTIFIC RESEARCH OH 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 BATTELLE MEMORIAL INSTITUTE E FMV