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Nonprofiteer
← BATTELLE EDUCATION

Form 990 for tax year 2023

Filed by BATTELLE EDUCATION.

Totals

Total revenue
$6,104,056
Total expenses
$6,083,714
Contributions and grants received
$5,369,048
Grants paid
$0
Program services expenses (Part IX)
$5,821,548
Management and general expenses
$262,166
Fundraising expenses
$0
Program service expenses (Part III)
$5,821,548

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LEWIS VON THAER

    DIRECTOR

    Total calculated
    $5,610,756
    From this org
    $0
    From related orgs
    $5,569,100
    Other
    $41,656
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,090,711 related
    Bonus
    $0 + $4,032,210 related
    Other
    $0 + $446,179 related
    Deferred
    $0 + $24,039 related
    Nontaxable benefits
    $0 + $17,617 related
    Filer's total
    $0 + $5,610,756 related

  • WES HALL

    DIRECTOR & PRESIDENT

    Total calculated
    $543,671
    From this org
    $0
    From related orgs
    $514,209
    Other
    $29,462
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,287 related
    Bonus
    $0 + $250,543 related
    Other
    $0 + $379 related
    Deferred
    $0 + $21,356 related
    Nontaxable benefits
    $0 + $8,106 related
    Filer's total
    $0 + $543,671 related

  • THOMAS E SHARPE

    SECRETARY

    Total calculated
    $368,479
    From this org
    $0
    From related orgs
    $311,502
    Other
    $56,977
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,971 related
    Bonus
    $0 + $38,107 related
    Other
    $0 + $6,424 related
    Deferred
    $0 + $38,959 related
    Nontaxable benefits
    $0 + $18,018 related
    Filer's total
    $0 + $368,479 related

  • BRIAN SMITH

    ASSISTANT TREASURER

    Total calculated
    $488,654
    From this org
    $0
    From related orgs
    $439,880
    Other
    $48,774
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $60,279 related
    Bonus
    $0 + $172,672 related
    Other
    $0 + $206,929 related
    Deferred
    $0 + $22,891 related
    Nontaxable benefits
    $0 + $25,883 related
    Filer's total
    $0 + $488,654 related

  • REGINA SCHOFIELD

    DIR OF EXTERNAL PARTNER

    Total calculated
    $348,251
    From this org
    $0
    From related orgs
    $318,593
    Other
    $29,658
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,889 related
    Bonus
    $0 + $38,666 related
    Other
    $0 + $5,038 related
    Deferred
    $0 + $26,263 related
    Nontaxable benefits
    $0 + $3,395 related
    Filer's total
    $0 + $348,251 related

  • DAVID BURNS

    DIR OF EXTERNAL PARTNER

    Total calculated
    $294,439
    From this org
    $0
    From related orgs
    $258,173
    Other
    $36,266
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,408 related
    Bonus
    $0 + $31,484 related
    Other
    $0 + $2,281 related
    Deferred
    $0 + $20,837 related
    Nontaxable benefits
    $0 + $15,429 related
    Filer's total
    $0 + $294,439 related

  • BRANDI STROECKER

    MANAGER STEM NETWORK

    Total calculated
    $140,522
    From this org
    $107,309
    From related orgs
    $0
    Other
    $33,213
    Hours/week
    40

  • AIMEE KENNEDY TO 1019

    FORMER DIRECTOR & PRESIDENT

    Total calculated
    $874,918
    From this org
    $0
    From related orgs
    $827,898
    Other
    $47,020
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,132 related
    Bonus
    $0 + $473,931 related
    Other
    $0 + $45,835 related
    Deferred
    $0 + $24,095 related
    Nontaxable benefits
    $0 + $22,925 related
    Filer's total
    $0 + $874,918 related

  • TIFFANY ESSEX TO 1019

    FORMER TREASURER

    Total calculated
    $149,225
    From this org
    $0
    From related orgs
    $126,590
    Other
    $22,635
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,387 related
    Bonus
    $0
    Other
    $0 + $5,203 related
    Deferred
    $0 + $10,081 related
    Nontaxable benefits
    $0 + $12,554 related
    Filer's total
    $0 + $149,225 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 August 2025
IRS schema version
2023v6.0
Source object
202532189349300303

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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