BATTELLE MEMORIAL INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BATTELLE MEMORIAL INSTITUTE (EIN 31-4379427)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-06
- IRS object ID
- 202412199349300031
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T10:36:06-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314379427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE MEMORIAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATT | BusinessNameControlTxt |
| Phone | 6144246424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 KING AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432012693 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E SHARPE | PersonNm |
| Person Title | ASST. TREASURER | PersonTitleTxt |
| Phone | 6144244971 | PhoneNum |
| Signature | 2024-08-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEWIS VON THAER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 KING AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432012693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,465,603,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BATTELLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE MISSION STATEMENT ON SCHEDULE O BATTELLE MEMORIAL INSTITUTE ("BMI") IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE UTILIZATION OF SCIENCE, THE SCIENTIFIC METHOD AND RESEARCH FOR THE BENEFIT AND EDUCATION OF MANKIND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 44722 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $109,040,579 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,613,870 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,821,317,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,134,563,558 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,205,777,755 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,266,122,303 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$25,783,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,844,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,633,829 | PYOtherRevenueAmt |
| CY Other Revenue | $5,723,812 | CYOtherRevenueAmt |
| PY Total Revenue | $11,024,946,046 | PYTotalRevenueAmt |
| CY Total Revenue | $12,464,254,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,278,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,654,674 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,093,584,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,740,968,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,886,018,950 | PYOtherExpensesAmt |
| CY Other Expenses | $5,601,302,776 | CYOtherExpensesAmt |
| PY Total Expenses | $11,003,881,954 | PYTotalExpensesAmt |
| CY Total Expenses | $12,362,925,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,064,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $101,328,494 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,503,032,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,611,117,235 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $606,544,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $697,750,736 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $896,487,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $913,366,499 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BATTELLE MEMORIAL INSTITUTE ("BMI") IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING THE UTILIZATION OF SCIENCE, THE SCIENTIFIC METHOD AND RESEARCH FOR THE BENEFIT AND EDUCATION OF MANKIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,873,440,278 | ExpenseAmt |
| Revenue | $781,088,986 | RevenueAmt |
| Desc | BATTELLE MEMORIAL INSTITUTE ("BMI") AND ITS AFFILIATES OPERATE SEVEN UNITED STATES DEPARTMENT OF ENERGY ("DOE") NATIONAL LABORATORIES: BROOKHAVEN NATIONAL LABORATORY; IDAHO NATIONAL LABORATORY; LOS ALAMOS NATIONAL LABORATORY; NATIONAL RENEWABLE ENERGY LABORATORY; OAK RIDGE NATIONAL LABORATORY; PACIFIC NORTHWEST NATIONAL LABORATORY AND SAVANNAH RIVER NATIONAL LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT AN EIGHTH DOE NATIONAL LABORATORY: LAWRENCE LIVERMORE NATIONAL LABORATORY. IN ADDITION, A BMI AFFILIATE HOLDS THE MANAGEMENT CONTRACT WITH RESPECT TO THE UNITED STATES DEPARTMENT OF HOMELAND SECURITY'S NATIONAL BIODEFENSE ANALYSIS AND COUNTERMEASURES CENTER. THROUGH OPERATION OF THE NATIONAL LABORATORIES, BMI AND ITS AFFILIATES ADDRESS CRITICAL ELEMENTS OF THE NATION'S SCIENTIFIC RESEARCH AGENDA, PERFORM BASIC AND APPLIED SCIENTIFIC RESEARCH, CREATE SCIENTIFIC KNOWLEDGE AND TECHNICAL SOLUTIONS IN KEY AREAS OF SCIENCE, INCREASE THE AVAILABILITY OF CLEAN AND ABUNDANT ENERGY, RESTORE AND PROTECT THE ENVIRONMENT, ENGAGE IN EDUCATIONAL ACTIVITIES, AND CONTRIBUTE TO NATIONAL SECURITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $372,032,993 | ExpenseAmt |
| Revenue | $376,404,285 | RevenueAmt |
| Desc | BMI ALSO CONDUCTS SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS FOR OTHER FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES AND INDUSTRIAL SPONSORS, AND TRANSLATES SCIENCE AND TECHNOLOGY INTO PRODUCTS, SYSTEMS AND SERVICES FOR ITS SPONSORS. BMI PLACES SPECIAL EMPHASIS UPON SIGNATURE AREAS OF ENERGY, ENVIRONMENT AND MATERIAL SCIENCES, NATIONAL SECURITY, AND HEALTH AND LIFE SCIENCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,654,674 | ExpenseAmt |
| Grant | $20,654,674 | GrantAmt |
| Desc | EACH YEAR, BMI DISTRIBUTES AT LEAST TWENTY PERCENT OF ITS PRIOR YEAR CONSOLIDATED NET INCOME BEFORE ADJUSTMENTS FOR UNREALIZED GAINS AND LOSSES TO PUBLIC CHARITIES AND EDUCATIONAL INSTITUTIONS. DISTRIBUTIONS ARE PRIMARILY FOCUSED UPON EDUCATION, HUMAN SERVICES, ARTS AND SCIENCES, AND ECONOMIC DEVELOPMENT. BMI ACTIVELY SUPPORTS EDUCATIONAL INITIATIVES IN OHIO, TENNESSEE AND ACROSS THE UNITED STATES THAT PROMOTE STUDENT ACHIEVEMENT, ASSIST WITH PROFESSIONAL DEVELOPMENT FOR TEACHERS, AND PROMOTE INQUIRY-BASED LEARNING, ESPECIALLY IN THE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) DISCIPLINES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,266,127,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3750 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44722 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS BOYNTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144243012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 KING AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432012693 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN K WELCH | |||||||||
| CHAIRMAN AND DIRECTOR TO 11/22 | 3.00 | Yes (X) | $185,289 | $0 | $0 | ||||
| SEAN C O'KEEFE | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $173,443 | $0 | $0 | ||||
| MICHAEL J GASSER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $161,042 | $0 | $0 | ||||
| JOHN C LECHLEITER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $168,392 | $0 | $0 | ||||
| KIRKLAND H DONALD | |||||||||
| CHAIRMAN AND DIRECTOR FROM 11/22 | 3.00 | Yes (X) | $168,632 | $0 | $0 | ||||
| STEPHANIE O'SULLIVAN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $153,323 | $0 | $0 | ||||
| SUZANNE M VAUTRINOT | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $153,838 | $0 | $0 | ||||
| VICKY A BAILEY | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $166,032 | $0 | $0 | ||||
| STEPHEN D STEINOUR | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $160,615 | $0 | $0 | ||||
| WAYNE FREDERICK | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $160,645 | $0 | $0 | ||||
| LEWIS VON THAER | |||||||||
| PRESIDENT & CEO | 39.00 | $4,940,508 | $0 | $46,423 | 1.00 | Yes (X) | |||
| RUSSELL P AUSTIN | |||||||||
| SR VP, GEN COUNSEL & SECRETARY | 40.00 | $1,247,151 | $0 | -$334,178 | Yes (X) | ||||
| EDWARD GRECCO | |||||||||
| EXECUTIVE VP, CFO TO 05/23 | 40.00 | $1,302,340 | $0 | $52,334 | Yes (X) | ||||
| CHRIS BOYNTON | |||||||||
| EXECUTIVE VP, CFO FROM 05/23 | 40.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVEN F ASHBY | |||||||||
| SR VP, LAB DIRECTOR | 40.00 | $955,751 | $0 | -$98,492 | Yes (X) | ||||
| PATRICK F JARVIS | |||||||||
| SR VP, MARKETING & COMMUNICATIONS | 40.00 | $793,851 | $0 | $22,479 | Yes (X) | ||||
| MATTHEW L VAUGHAN | |||||||||
| EXECUTIVE VP, AS&T | 40.00 | $1,425,707 | $0 | $47,918 | Yes (X) | ||||
| MARK T PETERS | |||||||||
| EXECUTIVE VP, GLOBAL LAB OPS | 40.00 | $1,259,281 | $0 | $51,086 | Yes (X) | ||||
| AIMEE KENNEDY | |||||||||
| SR VP, CHIEF HR OFFICER | 40.00 | $804,533 | $0 | $19,014 | Yes (X) | ||||
| THOMAS E SHARPE | |||||||||
| ASST TREASURER & ASST SECR | 39.00 | $299,027 | $0 | -$207,925 | 1.00 | Yes (X) | |||
| BRIAN R SMITH | |||||||||
| VP & TREASURER | 39.00 | $424,464 | $0 | -$48,907 | 1.00 | Yes (X) | |||
| MARK D PERRIGO | |||||||||
| ASST TREAS. & CONTROLLER TO 05/23 | 40.00 | $375,060 | $0 | $44,591 | Yes (X) | ||||
| AMY VERTANEN | |||||||||
| ASST TREAS. & CONTROLLER FROM 05/23 | 40.00 | $442,982 | $0 | $22,298 | Yes (X) | ||||
| JOHN WAGNER | |||||||||
| SR VP, LAB DIRECTOR | 40.00 | $849,342 | $0 | $60,299 | Yes (X) | ||||
| GEORGE LECAKES | |||||||||
| SR VP & GENERAL MANAGER | 40.00 | $858,756 | $0 | -$132,045 | Yes (X) | ||||
| GARY PRICE | |||||||||
| CHIEF RISK OFFICER | 40.00 | $705,015 | $0 | $14,398 | Yes (X) | ||||
| MICHAEL SCHLENDER | |||||||||
| DEPUTY LAB DIRECTOR, COF | 40.00 | $701,035 | $0 | -$333,718 | Yes (X) | ||||
| ANTHONY PEURRUNG | |||||||||
| DEPUTY LAB DIRECTOR | 40.00 | $666,740 | $0 | -$429,838 | Yes (X) | ||||
| JUD W VIRDEN | |||||||||
| ASSOC LAB DIRECTOR | 40.00 | $657,828 | $0 | -$402,126 | Yes (X) | ||||
| RONALD D TOWNSEND | |||||||||
| EXECUTIVE VP, GLB LAB OPS TO 01/21 | 40.00 | $749,259 | $0 | $0 | Yes (X) | ||||
| THOMAS E MASON | |||||||||
| SENIOR VP 07/17 TO 11/17 | 0.00 | $656,693 | $0 | $4 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,766,574 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$1,606,385 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19712 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRICK SMSI JOINT VENTURE LLP | |||||
| 600 SIXTH STREET | LOS ALAMOS | NM | 87544 | PROJECT MNGMT CONSTRUCTION | $122,180,152 |
| CENTERRA GROUP LLC | |||||
| 7121 FAIRWAY DR | PALM BEACH GARDENS | FL | 33418 | PROFORCE SERVICES | $19,295,756 |
| EW HOWELL CO LLC | |||||
| 245 NEWTOWN RD | PLAINVIEW | NY | 11803 | CONSTRUCTION | $14,021,447 |
| INCUSCALE LLC | |||||
| 1425 PLAIN CITY-GEORGESVILLE RD | WEST JEFFERSON | OH | 43162 | PROFESSIONAL SERVICES | $11,857,088 |
| YOH SERVICES LLC | |||||
| 1500 SPRING GARDENS ST | PHILADELPHIA | PA | 19130 | PROFESSIONAL SERVICES | $11,676,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 662 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,069,708,938 | GovernmentGrantsAmt |
| All Other Contributions | $64,854,620 | AllOtherContributionsAmt |
| Total Contributions | $11,134,563,558 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GOVERNMENT CONTRACTS | 541700 | $851,615,186 | $851,615,186 | |
| SCIENTIFIC RESEARCH | 541700 | $414,507,117 | $305,878,085 | $108,629,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,266,122,303 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,332,422 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $411,547 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,920,875 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,278,385 | TotalRevenueColumnAmt |
| Exclusion | $5,278,385 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,572 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,572 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,572 | TotalRevenueColumnAmt |
| Exclusion | $102,572 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,603,008 | SecuritiesAmt |
| Other | $2,258,721 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,349,525 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,603,008 | SecuritiesAmt |
| Other | $909,196 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,512,204 | TotalRevenueColumnAmt |
| Exclusion | $33,512,204 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 541700 | $297,796 | $297,796 |
| NET GAIN CURRENCY CONV | 541700 | $45,059 | $45,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $342,855 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,464,254,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,157,493,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $109,040,579 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,156,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,654,674 | TotalAmt |
| Program Services | $20,654,674 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,367,841 | TotalAmt |
| Management And General | $21,367,841 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,151,644,527 | TotalAmt |
| Program Services | $3,491,886,277 | ProgramServicesAmt |
| Management And General | $1,659,758,250 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,275,242 | TotalAmt |
| Program Services | $118,965,030 | ProgramServicesAmt |
| Management And General | $53,310,212 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,846,434 | TotalAmt |
| Program Services | $700,512,741 | ProgramServicesAmt |
| Management And General | $331,333,693 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,834,311 | TotalAmt |
| Program Services | $245,335,535 | ProgramServicesAmt |
| Management And General | $118,498,776 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244,405 | TotalAmt |
| Program Services | $4,244,405 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,873,022 | TotalAmt |
| Management And General | $11,873,022 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,359 | TotalAmt |
| Management And General | $1,843,359 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,926 | TotalAmt |
| Program Services | $1,189,926 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,537,393 | TotalAmt |
| Management And General | $1,537,393 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,886,808 | TotalAmt |
| Program Services | $1,896,861,119 | ProgramServicesAmt |
| Management And General | $938,025,689 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,857 | TotalAmt |
| Program Services | $756,857 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,852,906 | TotalAmt |
| Program Services | $191,488 | ProgramServicesAmt |
| Management And General | $4,661,418 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,017,149 | TotalAmt |
| Program Services | $104,051,307 | ProgramServicesAmt |
| Management And General | $59,965,842 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,080,787 | TotalAmt |
| Program Services | $86,338,850 | ProgramServicesAmt |
| Management And General | $44,741,937 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,756,144 | TotalAmt |
| Program Services | $139,496,652 | ProgramServicesAmt |
| Management And General | $66,259,492 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,461,909 | TotalAmt |
| Program Services | $2,293,838 | ProgramServicesAmt |
| Management And General | $1,168,071 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,214,528 | TotalAmt |
| Program Services | $2,762,060 | ProgramServicesAmt |
| Management And General | $2,452,468 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,959,032 | TotalAmt |
| Program Services | $12,112,771 | ProgramServicesAmt |
| Management And General | $10,846,261 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,770,083 | TotalAmt |
| Management And General | $8,770,083 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASES | $1,965,145,856 | $1,301,196,367 | $663,949,489 |
| NON-INCOME TAX EXPENSE | $159,596,951 | $115,949,917 | $43,647,034 |
| INCOME TAX EXPENSE | $2,298,443 | $1,212,617 | $1,085,826 |
| MINORITY INTEREST | $23,387,444 | $23,387,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,429,774 | TotalAmt |
| Program Services | $20,115,514 | ProgramServicesAmt |
| Management And General | $28,314,260 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,362,925,805 | TotalAmt |
| Program Services | $8,266,127,945 | ProgramServicesAmt |
| Management And General | $4,096,797,860 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,763,014 | BOYAmt |
| EOY | $47,050,353 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,214,282 | BOYAmt |
| EOY | $361,331,448 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,074,774 | BOYAmt |
| EOY | $269,462,081 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,685,935 | BOYAmt |
| EOY | $16,901,980 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,879 | BOYAmt |
| EOY | $1,191,158 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,781,029 | BOYAmt |
| EOY | $29,406,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $590,605,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $434,840,360 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,337,886 | BOYAmt |
| EOY | $155,764,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,654,189 | BOYAmt |
| EOY | $459,980,508 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,563,751 | BOYAmt |
| EOY | $226,518,633 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,258,993 | BOYAmt |
| EOY | $43,509,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,032,732 | BOYAmt |
| EOY | $1,611,117,235 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,068,410 | BOYAmt |
| EOY | $204,133,082 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,882,923 | BOYAmt |
| EOY | $56,637,849 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,000,000 | BOYAmt |
| EOY | $305,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,593,653 | BOYAmt |
| EOY | $131,979,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,544,986 | BOYAmt |
| EOY | $697,750,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,487,746 | BOYAmt |
| EOY | $913,366,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,487,746 | BOYAmt |
| EOY | $913,366,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,032,732 | BOYAmt |
| EOY | $1,611,117,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $101,328,494 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$84,449,741 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,267,057,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,189,899,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,954,666,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,821,317,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,134,563,558 | CurrentTaxYearAmt |
| Total | $45,367,504,743 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,267,057,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,189,899,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,954,666,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,821,317,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,134,563,558 | CurrentTaxYearAmt |
| Total | $45,367,504,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $45,367,504,743 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,430,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,093,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,894,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,388,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,644,687 | CurrentTaxYearAmt |
| Total | $127,450,902 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,812,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,789,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,781,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,916,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,613,870 | CurrentTaxYearAmt |
| Total | $24,913,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,519,869,079 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,088,608,551 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,135,640 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $54,286 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,189,926 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II-B, LINE 1: | LINE 1 (I) OTHER ACTIVITIES THIRTEEN ORGANIZATIONS REPORTED THAT A PORTION OF MEMBERSHIP DUES PAID BY BATTELLE WERE USED FOR LOBBYING. |
| SCHEDULE C SUPPLEMENTAL INFORMATION - PART IV | INTERNAL LOBBYING EXPENSES TOTALED $356,402 AND EXTERNAL LOBBYING EXPENSES TOTALED $779,238 FOR A TOTAL OF $1,135,640. THE GENERAL ISSUE AREA FOR LOBBYING IS INCREASED FUNDING IN THE FEDERAL BUDGET FOR SCIENTIFIC RESEARCH AND DEVELOPMENT PROGRAMS, THROUGH AUTHORIZATION AND APPROPRIATIONS BILLS AND REPORT LANGUAGE. THE SPECIFIC LOBBYING ISSUES INCLUDE THE U.S. HOUSE AND SENATE AUTHORIZATION BILLS FOR THE DEPARTMENT OF COMMERCE; DEPARTMENT OF DEFENSE; DEPARTMENT OF EDUCATION; DEPARTMENT OF ENERGY; DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION); DEPARTMENT OF HOMELAND SECURITY, DEPARTMENT OF THE INTERIOR (ENVIRONMENTAL PROTECTION AGENCY), DEPARTMENT OF VETERANS AFFAIRS, NATIONAL SCIENCE FOUNDATION, AND THE INTELLIGENCE COMMUNITY. ADDITIONALLY, THEY INCLUDE THE U.S. HOUSE AND SENATE APPROPRIATIONS BILLS FOR: COMMERCE, JUSTICE, SCIENCE, AND RELATED AGENCIES; DEFENSE; ENERGY AND WATER DEVELOPMENT; HOMELAND SECURITY; LABOR, HEALTH AND HUMAN SERVICES, EDUCATION, INTERIOR, ENVIRONMENT, AND RELATED AGENCIES THE HOUSE(S) OF CONGRESS AND FEDERAL AGENCIES CONTACTED (THOUGH NOT NECESSARILY LOBBIED) INCLUDE: DEPARTMENT OF EDUCATION, DEPARTMENT OF ENERGY, DEPARTMENT OF DEFENSE, DEPARTMENT OF HEALTH AND HUMAN SERVICES (NATIONAL INSTITUTES OF HEALTH AND CENTER FOR DISEASE CONTROL AND PREVENTION), DEPARTMENT OF HOMELAND SECURITY, ENVIRONMENTAL PROTECTION AGENCY, NATIONAL SCIENCE FOUNDATION, U.S. HOUSE, AND U.S. SENATE. IN ADDITION, A MINOR AMOUNT OF LOBBYING IS CONDUCTED WITH VARIOUS STATE AND LOCAL GOVERNMENTS AND/OR AGENCIES. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,214,058 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,214,058 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $261,324,493 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $183,734,671 | DepreciationAmt |
| Book Value | $77,589,822 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,572,330 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $946,579 | DepreciationAmt |
| Book Value | $625,751 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $312,387,514 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $250,159,110 | DepreciationAmt |
| Book Value | $62,228,404 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,106,747 | InvestmentCostOrOtherBasisAmt |
| Book Value | $11,106,747 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,764,782 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $213,071,895 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RABBI TRUSTS | Desc |
| Book Value | $13,446,738 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $226,518,633 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM BENEFIT RELATED LIABILITIES | $28,671,083 |
| OTHER LONG TERM LIABILITIES | $14,373,671 |
| LIABILITY FOR POSTRETIREMENT & OTHER BENEFITS | $88,935,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $131,979,805 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | PART X, LINE 2 - FIN 48(ASC 740) FOOTNOTE THE PROVISIONS OF FIN 48 INCLUDED IN FASB ASC 740 APPLY TO BATTELLE MEMORIAL INSTITUTE (BMI). A FIN 48 ANALYSIS FOR UNCERTAIN INCOME TAX POSITIONS WAS PERFORMED BY BMI AND REVIEWED BY ITS INDEPENDENT AUDITORS. AS A RESULT OF THE ANALYSIS, NO FIN 48 RESERVES FOR UNCERTAIN TAX POSITIONS WERE REQUIRED AND NONE WERE RECORDED IN THE FINANCIAL STATEMENTS. THEREFORE NO SPECIFIC FIN 48 FOOTNOTE WAS INCLUDED IN BMI'S FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $109,319,992 | |||
| EUROPE | INVESTMENTS | $31,420,069 | |||
| EUROPE | PROGRAM SERVICES | $31,237,627 | 6 | 32 | SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT |
| NORTH AMERICA | PROGRAM SERVICES | $91,359 | 1 | 1 | SCIENTIFIC RESEARCH/SERVICES AND LABORATORY MANAGEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 7 | SubtotalOfficesCnt |
| Subtotal Employees | 33 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 7 | TotalOfficeCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Subtotal Spent | $172,069,047 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $172,069,047 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ALL EXPENDITURES ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (141 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES | ||||||||||
| 106 NEW SCOTLAND AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $8,900 | $0 | CORPORATE MATCH | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $16,091 | $0 | CORPORATE MATCH | ||
| AMERICAN NATIONAL RED CROSS | ||||||||||
| 995 E BROAD ST | COLUMBUS | OH | 43205 | 530196605 | 501(C)(3) | $6,033 | $0 | CORPORATE MATCH | ||
| AMSE FOUNDATION | ||||||||||
| 115 MAIN ST EAST | OAK RIDGE | TN | 37830 | 621693789 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| APS EDUCATION FOUNDATION | ||||||||||
| PO BOX 25704 | ALBUQUERQUE | NM | 87125 | 850434438 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | ||
| BIG BROTHERS BIG SISTERS | ||||||||||
| 318 NORTH GAY ST | KNOXVILLE | TN | 37917 | 620842531 | 501(C)(3) | $5,050 | $0 | GENERAL OPERATING SUPPORT | ||
| BRECKENRIDGE CREATIVE ARTS | ||||||||||
| 150 WEST ADAMS AVE | BRECKENRIDGE | CO | 80424 | 472066832 | 501(C)(3) | $15,000 | $0 | CORPORATE MATCH | ||
| BRIAN GRANT FOUNDATION | ||||||||||
| 650 NE HOLLADAY ST | PORTLAND | OR | 97232 | 271628944 | 501(C)(3) | $7,120 | $0 | CORPORATE MATCH | ||
| CAPA | ||||||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | 310749884 | 501(C)(3) | $10,475 | $0 | GENERAL OPERATING SUPPORT | ||
| CARLSBAD COMMUNITY FOUNDATION | ||||||||||
| 114 S CANYON ST | CARLSBAD | NM | 88220 | 850206472 | 501(C)(3) | $5,765 | $0 | GENERAL OPERATING SUPPORT | ||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||
| 11000 CEDAR AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| CASSIA REGIONAL TECHNICAL CENTER | ||||||||||
| 1143 W 16TH ST | BURLEY | ID | 83318 | 826000732 | 170(C)(1) | $16,000 | $0 | STEM EDUCATION | ||
| CATHOLIC RELIEF SERVICES INC | ||||||||||
| PO BOX 5200 | HARLAN | IA | 51593 | 135563422 | 501(C)(3) | $5,200 | $0 | CORPORATE MATCH | ||
| CENTRAL OHIO MARTIAL ARTS TEAMS | ||||||||||
| 4264 N HIGH ST | COLUMBUS | OH | 43214 | 825220101 | 501(C)(3) | $20,000 | $0 | CORPORATE MATCH | ||
| CENTRO HISPANO | ||||||||||
| 2455 SUTHERLAND AVE | KNOXVILLE | TN | 37919 | 203415545 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| CHILDRENS HUNGER ALLIANCE | ||||||||||
| 1105 SCHROCK RD | COLUMBUS | OH | 43229 | 237303509 | 501(C)(3) | $25,335 | $0 | GENERAL OPERATING SUPPORT | ||
| CLAFLIN UNIVERSITY | ||||||||||
| 205 GUM SWAMP TRAIL | WEST COLUMBIA | SC | 29169 | 570314374 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| COLLEGE AND CAREER PLAZA | ||||||||||
| 5313 CIRCITA DEL SUR | SANTA FE | NM | 87507 | 843961213 | 170(C)(1) | $12,500 | $0 | GENERAL OPERATING SUPPORT | ||
| COLLEGE OF EASTERN IDAHO FOUNDATION | ||||||||||
| 1600 S 25TH E | IDAHO FALLS | ID | 83404 | 943160729 | 501(C)(3) | $200,000 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS FOUNDATION | ||||||||||
| 1234 EAST BROAD ST | COLUMBUS | OH | 43205 | 316044264 | 501(C)(3) | $14,181,564 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS METRO CLUB | ||||||||||
| 35 N 4TH ST | COLUMBUS | OH | 43215 | 310889324 | 501(C)(3) | $8,604 | $0 | GENERAL OPERATING SUPPORT | ||
| COLUMBUS METROPOLITAN LIBRARY FOUNDATION | ||||||||||
| 96 GRANT AVE | COLUMBUS | OH | 43215 | 311692755 | 501(C)(3) | $5,795 | $0 | CORPORATE MATCH | ||
| COLUMBUS MUSEUM OF ART | ||||||||||
| 480 EAST BROAD ST | COLUMBUS | OH | 43215 | 314379447 | 501(C)(3) | $10,750 | $0 | CORPORATE MATCH | ||
| COLUMBUS STATE COMMUNITY COLLEGE | ||||||||||
| 550 EAST SPRING ST | COLUMBUS | OH | 43215 | 310729591 | 170(C)(1) | $0 | $24,925 | GENERAL OPERATING SUPPORT | FMV | SCBA EQUIPMENT |
| COLUMBUS SYMPHONY ORCHESTRA INC | ||||||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | 316402408 | 501(C)(3) | $28,158 | $0 | CORPORATE MATCH | ||
| COLUMBUS ZOOLOGICAL PARK ASSOCIATION | ||||||||||
| 9990 RIVERSIDE DR | POWELL | OH | 43065 | 314390844 | 501(C)(3) | $7,205 | $0 | CORPORATE MATCH | ||
| DEVON PREPARATORY SCHOOL | ||||||||||
| 363 N VALLEY FORGE RD | DEVON | PA | 19333 | 231445671 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| DRAKE UNIVERSITY | ||||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | 420680460 | 501(C)(3) | $16,900 | $0 | GENERAL OPERATING SUPPORT | ||
| EAST TENNESSEE FOUNDATION | ||||||||||
| 520 W SUMMIT HILL | KNOXVILLE | TN | 37902 | 620807696 | 501(C)(3) | $6,009 | $0 | GENERAL OPERATING SUPPORT | ||
| EASTERN KENTUCKY UNIVERSITY FOUNDATION | ||||||||||
| 521 LANCASTER AVE | RICHMOND | KY | 40475 | 611131682 | 501(C)(3) | $5,500 | $0 | CORPORATE MATCH | ||
| ECHO OF BRANDON | ||||||||||
| 507 N PARSONS AVE | BRANDON | FL | 33510 | 593051533 | 501(C)(3) | $29,500 | $0 | CORPORATE MATCH | ||
| EMERALD YOUTH FOUNDATION | ||||||||||
| 1014 HEISKELL AVE | KNOXVILLE | TN | 37921 | 621474791 | 501(C)(3) | $10,700 | $0 | GENERAL OPERATING SUPPORT | ||
| ESPANOLA HUMANE | ||||||||||
| 108 HAMM PKWY | ESPANOLA | NM | 87532 | 850406234 | 501(C)(3) | $28,268 | $0 | GENERAL OPERATING SUPPORT | ||
| ESPERANZA SHELTER FOR BATTERED FAMILIES | ||||||||||
| 3130 RUFINA ST | SANTA FE | NM | 87507 | 850313174 | 501(C)(3) | $7,882 | $0 | GENERAL OPERATING SUPPORT | ||
| FAMILY PROMISE OF GREATER BRANDON | ||||||||||
| 121 CARVER AVE | BRANDON | FL | 33510 | 272566099 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| FAUNA HAVEN ANIMAL SANCTUARY | ||||||||||
| 5345 CELT RD | STANARDSVILLE | VA | 22973 | 863017777 | 501(C)(3) | $6,250 | $0 | CORPORATE MATCH | ||
| FOOD DEPOT | ||||||||||
| 1222 A SILER RD | SANTA FE | NM | 87507 | 850416803 | 501(C)(3) | $50,713 | $0 | GENERAL OPERATING SUPPORT | ||
| FREDERICK COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 7932 OPOSSUMTOWN PK | FREDERICK | MD | 21702 | 521231768 | 501(C)(3) | $6,300 | $0 | STEM EDUCATION | ||
| FREDERICK COUNTY PUBLIC SCHOOLS | ||||||||||
| 191 S EAST ST | FREDERICK | MD | 21701 | 526000941 | 170(C)(1) | $109,548 | $0 | STEM EDUCATION | ||
| FRIENDS OF THE CONSERVATORY | ||||||||||
| 1777 E BROAD ST | COLUMBUS | OH | 43203 | 311657027 | 501(C)(3) | $15,550 | $0 | GENERAL OPERATING SUPPORT | ||
| FRIENDS SANTA FE PUBLIC LIBRARY | ||||||||||
| 145 WASHINGTON AVE | SANTA FE | NM | 87501 | 510161692 | 501(C)(3) | $10,010 | $0 | GENERAL OPERATING SUPPORT | ||
| GAITED ADVOCATE INTERVENTION TEAM | ||||||||||
| 14515 CHRISMAN HILL DR | BOYDS | MD | 20841 | 813550579 | 501(C)(3) | $7,400 | $0 | CORPORATE MATCH | ||
| GIRL SCOUTS SEAL OF OHIO | ||||||||||
| 1700 WATERMARK DR | COLUMBUS | OH | 43215 | 314379475 | 501(C)(3) | $27,435 | $0 | GENERAL OPERATING SUPPORT | ||
| GIRLS INC | ||||||||||
| PO BOX 7040 | OAK RIDGE | TN | 37831 | 591743795 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | ||
| GREAT SMOKY MOUNTAINS | ||||||||||
| 9275 TREMONT RD | TOWNSEND | TN | 37882 | 621833479 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| GROWING UP NEW MEXICO | ||||||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | 850163601 | 501(C)(3) | $21,764 | $0 | GENERAL OPERATING SUPPORT | ||
| HARVARD COLLEGE | ||||||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $17,000 | $0 | SCHOLARSHIP | ||
| HEART HOPE HEROES | ||||||||||
| 7435 MACGEORGE PL | BLACKLICK | OH | 43004 | 861376588 | 501(C)(3) | $18,646 | $0 | CORPORATE MATCH | ||
| HILLIARD COMMUNITY ASSISTANCE COUNCIL | ||||||||||
| 4410 CEMETERY ROAD | HILLIARD | OH | 43026 | 237159829 | 501(C)(3) | $5,188 | $0 | CORPORATE MATCH | ||
| HONOR FLIGHT COLUMBUS | ||||||||||
| PO BOX 20133 | COLUMBUS | OH | 43220 | 264262700 | 501(C)(3) | $7,804 | $0 | CORPORATE MATCH | ||
| HOPE PREGNANCY CENTER | ||||||||||
| PO BOX 1320 | LOS ALAMOS | NM | 87544 | 850423290 | 501(C)(3) | $10,601 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO ADVANCED ENERGY CONSORTIUM | ||||||||||
| 428 PARK AVE | IDAHO FALLS | ID | 83402 | 922637425 | 501(C)(3) | $45,160 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO DEFENSE ALLIANCE | ||||||||||
| 7235 W EMERALD | BOISE | ID | 83704 | 831884467 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO FALLS SCHOOL DISTRICT | ||||||||||
| 690 JOHN ADAMS PKWY | IDAHO FALLS | ID | 83401 | 826001158 | 170(C)(1) | $12,550 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO FALLS YMCA | ||||||||||
| 155 NORTH CORNER | IDAHO FALLS | ID | 83402 | 820222174 | 501(C)(3) | $5,983 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO FOODBANK | ||||||||||
| 555 SOUTH 1ST AVE | POCATELLO | ID | 83201 | 820425400 | 501(C)(3) | $6,500 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO NONPROFIT CENTER | ||||||||||
| 5257 W FAIRVIEW AVE | BOISE | ID | 83706 | 943419016 | 501(C)(3) | $11,000 | $0 | GENERAL OPERATING SUPPORT | ||
| IDAHO STATE UNIVERSITY | ||||||||||
| 921 S 8TH AVE | POCATELLO | ID | 83209 | 826000924 | 170(C)(1) | $6,886 | $0 | SCHOLARSHIP | ||
| IDAHO STEM ACTION CENTER FOUNDATION | ||||||||||
| 802 W BANNOCK ST | BOISE | ID | 83702 | 822903945 | 501(C)(3) | $111,631 | $0 | GENERAL OPERATING SUPPORT | ||
| INDIAN RUN UNITED METHODIST CHURCH | ||||||||||
| 6305 BRAND RD | DUBLIN | OH | 43016 | 311195560 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| INTERFAITH COMMUNITY SHELTER | ||||||||||
| PO BOX 22653 | SANTA FE | NM | 87502 | 270736366 | 501(C)(3) | $6,124 | $0 | GENERAL OPERATING SUPPORT | ||
| JENNIE GOAS SILVERMAN FOUNDATION | ||||||||||
| 834 N HERMITAGE AVE | CHICAGO | IL | 60622 | 821772582 | 501(C)(3) | $14,500 | $0 | CORPORATE MATCH | ||
| JUNIOR ACHIEVEMENT OF GEORGIA | ||||||||||
| 275 NORTHSIDE DR | ATLANTA | GA | 30314 | 580598050 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | ||
| JUNIOR ACHIEVEMENT OF TENNESEE | ||||||||||
| 2135 N CHARLES SEIVERS BLVD | CLINTON | TN | 37716 | 620810145 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| KOLLEL NER HAMIZRACH | ||||||||||
| 1858 LAVISTA RD NE | ATLANTA | GA | 30329 | 465265334 | 501(C)(3) | $9,000 | $0 | CORPORATE MATCH | ||
| LIFECARE ALLIANCE | ||||||||||
| 1699 WEST MOUND ST | COLUMBUS | OH | 43223 | 314379494 | 501(C)(3) | $11,970 | $0 | CORPORATE MATCH | ||
| LITTLE GLOBE | ||||||||||
| PO BOX 24213 | SANTA FE | NM | 87502 | 270118569 | 501(C)(3) | $5,500 | $0 | GENERAL OPERATING SUPPORT | ||
| LONG ISLAND ASSOC | ||||||||||
| 300 BROAD HOLLOW RD | MELVILLE | NY | 11747 | 111617383 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS COMMUNITY FOUNDATION | ||||||||||
| PO BOX 1225 | LOS ALAMOS | NM | 87544 | 352546420 | 501(C)(3) | $17,004 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS FAMILY COUNCIL | ||||||||||
| 1350 CENTRAL AVE | LOS ALAMOS | NM | 87544 | 850165066 | 501(C)(3) | $5,849 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS HISTORICAL SOCIETY | ||||||||||
| PO BOX 43 | LOS ALAMOS | NM | 87544 | 850231249 | 501(C)(3) | $11,280 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | 742853972 | 501(C)(3) | $707,363 | $0 | GENERAL OPERATING SUPPORT | ||
| LOS ALAMOS PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1010 CENTRAL AVE | LOS ALAMOS | NM | 87544 | 020773298 | 501(C)(3) | $13,853 | $0 | GENERAL OPERATING SUPPORT | ||
| M L K JR BIRTHDAY BREAKFAST | ||||||||||
| PO BOX 83134 | COLUMBUS | OH | 43203 | 311225276 | 501(C)(3) | $9,250 | $0 | GENERAL OPERATING SUPPORT | ||
| MAYOR'S SCHOLARSHIP FUND | ||||||||||
| PO BOX 2323 | IDAHO FALLS | ID | 83403 | 462507365 | 501(C)(3) | $7,500 | $0 | SCHOLARSHIP | ||
| MESA TO MESA | ||||||||||
| PO BOX 1008 | ESPANOLA | NM | 87532 | 472594591 | 501(C)(3) | $6,330 | $0 | GENERAL OPERATING SUPPORT | ||
| MICHIGAN TECH FUND | ||||||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | 381554664 | 501(C)(3) | $9,000 | $0 | CORPORATE MATCH | ||
| MID-OHIO FOODBANK | ||||||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | 310865343 | 501(C)(3) | $51,951 | $0 | CORPORATE MATCH | ||
| MISSION WARMTH | ||||||||||
| 394 RESTORATION DR | DELAWARE | OH | 43015 | 880894213 | 501(C)(3) | $7,375 | $0 | CORPORATE MATCH | ||
| MORGAN STATE UNIVERSITY FOUNDATION | ||||||||||
| 1700 EAST COLD SPRING LN | BALTIMORE | MD | 21251 | 237089143 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATING SUPPORT | ||
| MORTON FOUNDATION | ||||||||||
| 7309 E LIVINGSTON AVE | REYNOLDSBURG | OH | 43068 | 311676188 | 501(C)(3) | $6,350 | $0 | CORPORATE MATCH | ||
| MUSKEGON COUNTY COMMUNITY FOUNDATION | ||||||||||
| 425 W WESTERN AVE | MUSKEGON | MI | 49440 | 386114135 | 501(C)(3) | $20,000 | $0 | CORPORATE MATCH | ||
| NATIONAL MUSEUM OF MATHEMATICS | ||||||||||
| 134 WEST 29TH ST | NEW YORK | NY | 10001 | 271450809 | 501(C)(3) | $12,666 | $0 | GENERAL OPERATING SUPPORT | ||
| NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION | ||||||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | 311036370 | 501(C)(3) | $8,563 | $0 | CORPORATE MATCH | ||
| NEIGHBORHOOD SERVICES | ||||||||||
| 1950 N 4TH ST | COLUMBUS | OH | 43201 | 310842947 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| NEW ALBANY COMMUNITY FOUNDATION | ||||||||||
| 220 MARKET ST | NEW ALBANY | OH | 43054 | 311409264 | 501(C)(3) | $48,340 | $0 | GENERAL OPERATING SUPPORT | ||
| NEW MEDIA CONSORTIUM | ||||||||||
| 4200 W JEMEZ RD | LOS ALAMOS | NM | 87544 | 260370262 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| NNEMAP | ||||||||||
| 677 E 11TH AVE | COLUMBUS | OH | 43201 | 310896363 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| NORTHERN NEW MEXICO COLLEGE FOUNDATION | ||||||||||
| 921 N PASEO DE ONATE | ESPANOLA | NM | 87532 | 742835828 | 501(C)(3) | $11,305 | $0 | GENERAL OPERATING SUPPORT | ||
| OAK RIDGE COMPUTER SCIENCE | ||||||||||
| 127 CLEMSON DR | OAK RIDGE | TN | 37830 | 814937923 | 170(C)(1) | $6,832 | $0 | GENERAL OPERATING SUPPORT | ||
| OAK RIDGE FOUNDATION | ||||||||||
| 1201 OAK RIDGE TPKE | OAK RIDGE | TN | 37830 | 853183278 | 501(C)(3) | $700,000 | $0 | GENERAL OPERATING SUPPORT | ||
| OAK RIDGE SCHOOLS | ||||||||||
| PO BOX 117 | OAK RIDGE | TN | 37831 | 621809810 | 170(C)(1) | $245,500 | $0 | GENERAL OPERATING SUPPORT | ||
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | 311145986 | 501(C)(3) | $33,973 | $0 | CORPORATE MATCH | ||
| OHIOHEALTH FOUNDATION | ||||||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | 237446919 | 501(C)(3) | $8,595 | $0 | CORPORATE MATCH | ||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||||
| 400 S MONROE ST | STILLWATER | OK | 74076 | 736097060 | 501(C)(3) | $20,000 | $0 | CORPORATE MATCH | ||
| PAJARITO COLLECTIVE | ||||||||||
| 2028 45TH ST | LOS ALAMOS | NM | 87544 | 852778162 | 501(C)(3) | $7,438 | $0 | GENERAL OPERATING SUPPORT | ||
| PAJARITO ENVIRONMENTAL EDUCATION | ||||||||||
| 2600 CANYON RD | LOS ALAMOS | NM | 87544 | 850478101 | 170(C)(1) | $8,152 | $0 | GENERAL OPERATING SUPPORT | ||
| PAST FOUNDATION | ||||||||||
| 1929 KENNY RD | COLUMBUS | OH | 43210 | 311694479 | 501(C)(3) | $11,625 | $0 | GENERAL OPERATING SUPPORT | ||
| PELOTONIA | ||||||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | 824997087 | 501(C)(3) | $21,568 | $0 | CORPORATE MATCH | ||
| PREGNANCY DECISION HEALTH CENTER | ||||||||||
| 665 E DUBLIN GRANVILLE RD | COLUMBUS | OH | 43229 | 311002913 | 501(C)(3) | $5,478 | $0 | CORPORATE MATCH | ||
| PROMUSICA CHAMBER ORCHESTRA | ||||||||||
| 620 EAST BROAD ST | COLUMBUS | OH | 43215 | 310952873 | 501(C)(3) | $5,100 | $0 | CORPORATE MATCH | ||
| REDEEMER CLASSICAL CHRISTIAN SCHOOL | ||||||||||
| 6415 MT VISTA RD | KINGSVILLE | MD | 21087 | 521982159 | 501(C)(3) | $7,000 | $0 | CORPORATE MATCH | ||
| REGIONAL DEVELOPMENT CORPORATION | ||||||||||
| 441 GREG AVE | SANTA FE | NM | 87501 | 742805791 | 501(C)(3) | $700,500 | $0 | GENERAL OPERATING SUPPORT | ||
| ROANE STATE FOUNDATION | ||||||||||
| 276 PATTON LANE | HARRIMAN | TN | 37748 | 581413034 | 501(C)(3) | $100,000 | $0 | GENERAL OPERATING SUPPORT | ||
| SAINT ELIZABETH SHELTER | ||||||||||
| 804 ALARID ST | SANTA FE | NM | 87505 | 850347650 | 501(C)(3) | $9,218 | $0 | GENERAL OPERATING SUPPORT | ||
| SAMARITAN'S PURSE | ||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $10,100 | $0 | CORPORATE MATCH | ||
| SANTA FE ANIMAL SHELTER | ||||||||||
| 100 CAJA DEL RIO RD | SANTA FE | NM | 87507 | 856000484 | 501(C)(3) | $8,367 | $0 | GENERAL OPERATING SUPPORT | ||
| SANTA FE CHILDREN'S MUSEUM | ||||||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | 850335070 | 501(C)(3) | $5,488 | $0 | GENERAL OPERATING SUPPORT | ||
| SECOND CHANCE SHELTER | ||||||||||
| 130 COUNTY ROAD 398 | BOAZ | AL | 35957 | 262717351 | 501(C)(3) | $10,000 | $0 | CORPORATE MATCH | ||
| SEEDS OF LEARNING | ||||||||||
| PO BOX 5831 | PAGOSA SPGS | CO | 81147 | 841450521 | 501(C)(3) | $6,909 | $0 | CORPORATE MATCH | ||
| SELF HELP | ||||||||||
| 2390 NORTH RD | LOS ALAMOS | NM | 87544 | 850209449 | 501(C)(3) | $13,837 | $0 | GENERAL OPERATING SUPPORT | ||
| SHADOART PRODUCTIONS | ||||||||||
| 503 S FRONT ST | COLUMBUS | OH | 43215 | 311340461 | 501(C)(3) | $18,675 | $0 | CORPORATE MATCH | ||
| SHOSHONE BANNOCK SCHOOL | ||||||||||
| 17400 HILINE RD | POCATELLO | ID | 83202 | 820197554 | 170(C)(1) | $18,750 | $0 | GENERAL OPERATING SUPPORT | ||
| SNAKE RIVER BASIN INNOVATION DISTRICT | ||||||||||
| PO BOX 51133 | IDAHO FALLS | ID | 83405 | 920340631 | 501(C)(3) | $55,000 | $0 | GENERAL OPERATING SUPPORT | ||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $9,938 | $0 | CORPORATE MATCH | ||
| STEM SANTA FE | ||||||||||
| PO BOX 33103 | SANTA FE | NM | 87594 | 822358193 | 170(C)(1) | $21,945 | $0 | GENERAL OPERATING SUPPORT | ||
| SUMMER INSTITUTE OF LINGUISTICS | ||||||||||
| 7500 W CAMP WISDOM RD | DALLAS | TX | 75236 | 751840827 | 501(C)(3) | $13,842 | $0 | CORPORATE MATCH | ||
| TEAM GLEASON FOUNDATION | ||||||||||
| 2021 LAKESHORE DR | NEW ORLEANS | LA | 70122 | 453689316 | 501(C)(3) | $23,000 | $0 | CORPORATE MATCH | ||
| TETON REGIONAL LAND TRUST | ||||||||||
| PO BOX 247 | DRIGGS | ID | 83422 | 943146525 | 501(C)(3) | $6,500 | $0 | CORPORATE MATCH | ||
| THE FAMILY YMCA | ||||||||||
| 1450 IRIS ST | LOS ALAMOS | NM | 87544 | 850130054 | 501(C)(3) | $7,916 | $0 | GENERAL OPERATING SUPPORT | ||
| THE IDAHO GOVERNORS CUP | ||||||||||
| PO BOX 983 | BOISE | ID | 83701 | 208277116 | 501(C)(3) | $14,000 | $0 | GENERAL OPERATING SUPPORT | ||
| THE NATURE CONSERVANCY | ||||||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | $7,008 | $0 | CORPORATE MATCH | ||
| THE WISCONSIN FFA FOUNDATION | ||||||||||
| 1241 JOHN Q HAMMONS DR | MADISON | WI | 53717 | 930846582 | 501(C)(3) | $15,000 | $0 | CORPORATE MATCH | ||
| TRAGEDY ASSISTANCE PROG FOR SURVIVORS | ||||||||||
| 300 WILSON BLVD | ARLINGTON | VA | 22201 | 920152268 | 501(C)(3) | $104,455 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF AIKEN COUNTY | ||||||||||
| 235 BARNWELL AVE | AIKEN | SC | 29801 | 570360086 | 501(C)(3) | $32,500 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF ANDERSON COUNTY | ||||||||||
| PO BOX 4158 | OAK RIDGE | TN | 37831 | 626041371 | 501(C)(3) | $8,120 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF IF AND BONNEVILLE CNTY | ||||||||||
| PO BOX 51114 | IDAHO FALLS | ID | 83405 | 820233588 | 501(C)(3) | $51,720 | $0 | CORPORATE MATCH | ||
| UNITED WAY OF KNOX COUNTY | ||||||||||
| 1301 HANNAH AVE | KNOXVILLE | TN | 37921 | 620475748 | 501(C)(3) | $28,412 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF LONG ISLAND | ||||||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | 116042392 | 501(C)(3) | $19,531 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF NORTHERN NEW MEXICO | ||||||||||
| PO BOX 539 | LOS ALAMOS | NM | 87544 | 237138947 | 501(C)(3) | $207,841 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF ROANE COUNTY | ||||||||||
| PO BOX 317 | HARRIMAN | TN | 37748 | 237337273 | 501(C)(3) | $6,223 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF SOUTHEASTERN IDAHO | ||||||||||
| PO BOX 911 | POCATELLO | ID | 83204 | 820209625 | 501(C)(3) | $11,275 | $0 | GENERAL OPERATING SUPPORT | ||
| UNITED WAY OF THE CSRA | ||||||||||
| 1765 BROAD ST | AUGUSTA | GA | 30904 | 580566155 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIV OF TEXAS FOUNDATION | ||||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | 741587488 | 501(C)(3) | $73,000 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||||
| 875 PERIMETER DR | MOSCOW | ID | 83844 | 237098404 | 501(C)(3) | $40,000 | $0 | ROBOTICS | ||
| UNIVERSITY OF NEW MEXICO | ||||||||||
| 4000 UNIVERSITY DR | LOS ALAMOS | NM | 87544 | 850275408 | 170(C)(1) | $19,827 | $0 | CORPORATE MATCH | ||
| UNIVERSITY OF TENNESSEE | ||||||||||
| 800 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | 626001636 | 170(C)(1) | $20,104 | $0 | GENERAL OPERATING SUPPORT | ||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||
| UW TOWER BOX 359505 | SEATTLE | WA | 98195 | 943079432 | 501(C)(3) | $17,000 | $0 | CORPORATE MATCH | ||
| UTAH STATE UNIVERSITY | ||||||||||
| 0500 OLD MAIN HILL | LOGAN | UT | 84322 | 876000528 | 170(C)(1) | $16,000 | $0 | PHYSICS DAY | ||
| WESLEYAN UNIVERSITY | ||||||||||
| 237 HIGH ST | MIDDLETOWN | CT | 06459 | 060646959 | 170(C)(1) | $6,250 | $0 | SCHOLARSHIP | ||
| WOODLAND HILLS ELEMENTARY | ||||||||||
| 4700 SWEETWATER WAY | IDAHO FALLS | ID | 83406 | 826000083 | 170(C)(1) | $6,000 | $0 | GENERAL OPERATING SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 125 | Total501c3OrgCnt |
| Total Other Org | 17 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | BATTELLE MEMORIAL INSTITUTE (BMI) SENDS A LETTER TO EACH ORGANIZATION THAT STATES BY SIGNING AND DEPOSITING THE CHECK THEY ARE CONFIRMING THEY ARE A 501(C)(3) CHARITABLE ORGANIZATION OR A 170(C)(1) QUALIFYING GOVERNMENT ENTITY. FOR LARGER GRANTS, BMI REQUESTS IN CONNECTION WITH SOME OF THE ORGANIZATIONS, TO SIGN A GRANT AGREEMENT THAT STATES THE SCOPE AND PURPOSE OF THE DISTRIBUTION. THE BMI BOARD OF DIRECTORS HAS FINAL APPROVAL FOR ANY DISTRIBUTIONS EXCEEDING $500,000. BATTELLE ENERGY ALLIANCE LLC, BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC, BROOKHAVEN SCIENCE ASSOCIATES LLC, TRIAD NATIONAL SECURITY LLC, AND UT-BATTELLE LLC EACH HAVE THEIR OWN APPROACH TO MAKING SURE THE GRANTS ARE ONLY MADE TO PROPER OBJECTS OF CHARITY. |
| SUPPLEMENTAL EXPLANATION | BMI WAS CREATED PURSUANT TO THE WILL OF GORDON BATTELLE AS AN OHIO NOT-FOR-PROFIT CORPORATION, SPECIFICALLY AS AN OHIO INCORPORATED CHARITABLE TRUST. AS AN INCORPORATED CHARITABLE TRUST, BMI IS SUBJECT TO THE GENERAL SUPERVISION OF THE OHIO ATTORNEY GENERAL AND TO THE REQUIREMENTS OF OHIO NONPROFIT CORPORATION STATUTES. THE ORIGINAL PURPOSE OF BMI WAS TO CONDUCT RESEARCH IN METALLURGY OF COAL, IRON, STEEL AND ZINC AND TO MAKE DISTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. PURSUANT TO AN AGREEMENT WITH THE OHIO ATTORNEY GENERAL, BMI MAKES ANNUAL DISTRIBUTIONS FOR CHARITABLE PURPOSES EQUAL TO AT LEAST 20% OF ITS PRIOR YEAR FINANCIAL STATEMENT NET INCOME BEFORE ADJUSTMENTS FOR UNREALIZED GAINS AND LOSSES, BUT NOT LESS THAN ONE MILLION DOLLARS. ON AUGUST 11, 2005 THE BOARD OF DIRECTORS OF BATTELLE ADOPTED A RESOLUTION THAT ESTABLISHED A MINIMUM CHARITABLE DISTRIBUTION GOAL OF $3,000,000. IN AUGUST 2005, BMI ESTABLISHED A DONOR ADVISED FUND, THE BATTELLE FOUNDATION FUND (THE FUND), WITH THE COLUMBUS FOUNDATION, A 501(C)(3) PUBLIC CHARITY COMMUNITY FOUNDATION THAT IS LEGALLY AND FINANCIALLY SEPARATE FROM BMI. A SUBSTANTIAL PORTION OF BMI'S CHARITABLE DISTRIBUTIONS ARE MADE TO THE FUND. BMI RECOMMENDS DISTRIBUTIONS FROM THE FUND TO QUALIFYING RECIPIENTS; HOWEVER, THE COLUMBUS FOUNDATION MAKES FINAL DECISIONS ON THE ACTUAL DISTRIBUTIONS. FUNDS TRANSFERRED FROM BMI TO THE FUND HAVE NO POSSIBILITY OF REVERSION TO BMI. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEWIS VON THAER | ||||||||||||||
| PRESIDENT & CEO | $1,036,613 | $0 | $3,611,228 | $0 | $292,667 | $0 | $22,731 | $0 | $23,692 | $0 | $4,986,931 | $0 | $0 | $0 |
| MATTHEW L VAUGHAN | ||||||||||||||
| EXECUTIVE VP, AS&T | $303,926 | $0 | $1,055,494 | $0 | $66,287 | $0 | $22,731 | $0 | $25,187 | $0 | $1,473,625 | $0 | $0 | $0 |
| EDWARD GRECCO | ||||||||||||||
| EXECUTIVE VP, CFO TO 05/23 | $489,735 | $0 | $749,819 | $0 | $62,786 | $0 | $22,731 | $0 | $29,603 | $0 | $1,354,674 | $0 | $0 | $0 |
| MARK T PETERS | ||||||||||||||
| EXECUTIVE VP, GLOBAL LAB OPS | $561,688 | $0 | $663,172 | $0 | $34,421 | $0 | $23,648 | $0 | $27,438 | $0 | $1,310,367 | $0 | $0 | $0 |
| RUSSELL P AUSTIN | ||||||||||||||
| SR VP, GEN COUNSEL & SECRETARY | $469,049 | $0 | $685,839 | $0 | $92,263 | $0 | -$350,530 | $0 | $16,352 | $0 | $912,973 | $0 | $0 | $0 |
| JOHN WAGNER | ||||||||||||||
| SR VP, LAB DIRECTOR | $558,599 | $0 | $288,421 | $0 | $2,322 | $0 | $22,514 | $0 | $37,785 | $0 | $909,641 | $0 | $0 | $0 |
| STEVEN F ASHBY | ||||||||||||||
| SR VP, LAB DIRECTOR | $551,671 | $0 | $293,893 | $0 | $110,187 | $0 | -$124,425 | $0 | $25,933 | $0 | $857,259 | $0 | $33,468 | $0 |
| AIMEE KENNEDY | ||||||||||||||
| SR VP, CHIEF HR OFFICER | $298,465 | $0 | $473,931 | $0 | $32,137 | $0 | -$77 | $0 | $19,091 | $0 | $823,547 | $0 | $0 | $0 |
| PATRICK F JARVIS | ||||||||||||||
| SR VP, MARKETING & COMMUNICATIONS | $255,933 | $0 | $440,384 | $0 | $97,534 | $0 | -$5,783 | $0 | $28,262 | $0 | $816,330 | $0 | $0 | $0 |
| RONALD D TOWNSEND | ||||||||||||||
| EXECUTIVE VP, GLB LAB OPS TO 01/21 | $281,500 | $0 | $467,759 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $749,259 | $0 | $0 | $0 |
| GEORGE LECAKES | ||||||||||||||
| SR VP & GENERAL MANAGER | $361,329 | $0 | $485,019 | $0 | $12,408 | $0 | -$133,236 | $0 | $1,191 | $0 | $726,711 | $0 | $0 | $0 |
| GARY PRICE | ||||||||||||||
| CHIEF RISK OFFICER | $467,115 | $0 | $233,000 | $0 | $4,900 | $0 | $13,711 | $0 | $687 | $0 | $719,413 | $0 | $0 | $0 |
| THOMAS E MASON | ||||||||||||||
| SENIOR VP 07/17 TO 11/17 | $0 | $0 | $656,693 | $0 | $0 | $0 | $0 | $0 | $4 | $0 | $656,697 | $0 | $0 | $0 |
| AMY VERTANEN | ||||||||||||||
| ASST TREAS. & CONTROLLER FROM 05/23 | $266,659 | $0 | $175,945 | $0 | $378 | $0 | $21,372 | $0 | $926 | $0 | $465,280 | $0 | $0 | $0 |
| MARK D PERRIGO | ||||||||||||||
| ASST TREAS. & CONTROLLER TO 05/23 | $234,307 | $0 | $138,153 | $0 | $2,600 | $0 | $19,517 | $0 | $25,074 | $0 | $419,651 | $0 | $0 | $0 |
| BRIAN R SMITH | ||||||||||||||
| VP & TREASURER | $272,344 | $0 | $144,872 | $0 | $7,248 | $0 | -$73,620 | $0 | $24,713 | $0 | $375,557 | $0 | $0 | $0 |
| MICHAEL SCHLENDER | ||||||||||||||
| DEPUTY LAB DIRECTOR, COF | $392,780 | $0 | $153,810 | $0 | $154,445 | $0 | -$349,108 | $0 | $15,390 | $0 | $367,317 | $0 | $30,317 | $0 |
| JUD W VIRDEN | ||||||||||||||
| ASSOC LAB DIRECTOR | $379,765 | $0 | $139,583 | $0 | $138,480 | $0 | -$417,348 | $0 | $15,222 | $0 | $255,702 | $0 | $23,556 | $0 |
| ANTHONY PEURRUNG | ||||||||||||||
| DEPUTY LAB DIRECTOR | $390,254 | $0 | $140,052 | $0 | $136,434 | $0 | -$431,799 | $0 | $1,961 | $0 | $236,902 | $0 | $23,849 | $0 |
| JOHN K WELCH | ||||||||||||||
| CHAIRMAN AND DIRECTOR TO 11/22 | $185,289 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $185,289 | $0 | $0 | $0 |
| SEAN C O'KEEFE | ||||||||||||||
| DIRECTOR | $173,443 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $173,443 | $0 | $0 | $0 |
| KIRKLAND H DONALD | ||||||||||||||
| CHAIRMAN AND DIRECTOR FROM 11/22 | $168,632 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $168,632 | $0 | $0 | $0 |
| JOHN C LECHLEITER | ||||||||||||||
| DIRECTOR | $168,392 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $168,392 | $0 | $0 | $0 |
| VICKY A BAILEY | ||||||||||||||
| DIRECTOR | $166,032 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,032 | $0 | $0 | $0 |
| MICHAEL J GASSER | ||||||||||||||
| DIRECTOR | $161,042 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,042 | $0 | $0 | $0 |
| WAYNE FREDERICK | ||||||||||||||
| DIRECTOR | $160,645 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $160,645 | $0 | $0 | $0 |
| STEPHEN D STEINOUR | ||||||||||||||
| DIRECTOR | $160,615 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $160,615 | $0 | $0 | $0 |
| SUZANNE M VAUTRINOT | ||||||||||||||
| DIRECTOR | $153,838 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $153,838 | $0 | $0 | $0 |
| STEPHANIE O'SULLIVAN | ||||||||||||||
| DIRECTOR | $153,323 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $153,323 | $0 | $0 | $0 |
| THOMAS E SHARPE | ||||||||||||||
| ASST TREASURER & ASST SECR | $255,017 | $0 | $37,087 | $0 | $6,923 | $0 | -$225,174 | $0 | $17,249 | $0 | $91,102 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DIRECTORS, OFFICERS, AND STAFF TRAVEL ON THE CORPORATE PLANES. TRAVEL EXPENSES COMPLY WITH A WRITTEN REIMBURSEMENT POLICY THAT FOLLOWS PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSES IN ACCORDANCE WITH THE POLICY. INTERNAL AUDIT TESTED THE EXPENSE REPORTS ASSOCIATED WITH DIRECTORS AND OFFICERS TRAVEL AND ENTERTAINMENT EXPENSES. FOR 2022 ONE OFFICER HAD PERSONAL USE OF A CORPORATE AIRCRAFT AND THE VALUE OF THE OFFICER'S PERSONAL USE WAS INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. THREE OFFICER'S HAD TRAVEL FOR COMPANIONS AND THE VALUE OF THE OFFICER'S COMPANION TRAVEL EXPENSES WERE INCLUDED IN THE COMPENSATION OF SUCH OFFICER REPORTED ON W-2. BMI PROVIDES A TAX GROSS-UP FOR RELOCATION COSTS, CERTAIN FRINGE BENEFITS AND OTHER MISCELLANEOUS ITEMS. FOR 2022 TEN OFFICERS AND TEN DIRECTORS HAD TAX GROSS UPS. SOCIAL CLUB DUES PERTAIN TO DUES THAT ALLOW BUSINESS MEETINGS AND BUSINESS ACTIVITIES TO TAKE PLACE. FOR 2022 THERE WAS ONE CURRENT OFFICER WITH SOCIAL CLUB DUES. |
| PART I, LINE 4B | EFFECTIVE OCTOBER 1, 2015, BATTELLE MEMORIAL INSTITUTE IMPLEMENTED THE BATTELLE MEMORIAL INSTITUTE RETIREMENT BENEFITS RESTORATION PLAN ("RESTORATION PLAN"), A TOP HAT PLAN THAT REPLACES THE NOW TERMINATED BATTELLE MEMORIAL INSTITUTE EXECUTIVE'S SECTION 457(F) PENSION PLAN. THE RESTORATION PLAN IS A COMPONENT OF BATTELLE'S TOTAL COMPENSATION PACKAGE, AND IT PROVIDES A DEFINED CONTRIBUTION ACCRUAL SPECIFIC TO PAY EARNED IN EXCESS OF IRS PAY LIMITS. THESE CONTRIBUTIONS ARE VESTED ON A CLASS-YEAR BASIS (5-YEARS AFTER CONTRIBUTION, OR AT AGE 65 IF EARLIER), AND ARE TAXABLE TO THE PARTICIPANT IN THE YEAR OF VESTING. THE AMOUNT THAT BECOMES VESTED/TAXABLE IS REPORTED ON THE PARTICIPANT'S FORM W-2 IN THE YEAR OF VESTING. IN 2022, NINE WERE REPORTED WITH VESTED/TAXABLE COMPENSATION IN COLUMN D OF PART VII AS APPLICABLE. STEVEN ASHBY $83,671 RUSSELL AUSTIN $86,335 PATRICK JARVIS $79,299 AIMEE KENNEDY $19,118 GEORGE LECAKES $8,503 ANTHONY PEURRUNG $59,623 THOMAS SHARPE $4,901 MICHAEL SCHLENDER $75,791 JUD VIRDEN $58,891 |
| PART I, LINE 7 | SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS ARE TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE. |
| SCHEDULE J SUPPLEMENTAL INFORMATION | DIRECTORS ARE PAID AS INDEPENDENT CONTRACTORS IN PART VII. EMPLOYEE WELFARE BENEFITS AND FRINGE BENEFITS: IN ADDITION TO THE COMPENSATION AND RETIREMENT PLANS OTHERWISE LISTED IN PART VII, THOSE INDIVIDUALS REPORTED ON PART VII WHO ARE EMPLOYEES OF BMI ARE ELIGIBLE TO PARTICIPATE IN BMI'S EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ON THE SAME TERMS AS ANY OTHER EMPLOYEE. CONTRIBUTIONS TO EMPLOYEE WELFARE BENEFIT AND GROUP INSURANCE PLANS ARE MADE IN AGGREGATE BASED UPON GROUP ACTUARIAL FACTORS AND HISTORICAL CLAIMS EXPERIENCE AND APPORTIONING SPECIFIC DOLLAR AMOUNTS TO INDIVIDUALS IS IMPRACTICAL. AS EMPLOYEES, SUCH INDIVIDUALS MAY ALSO HAVE RECEIVED WORKING CONDITION FRINGE BENEFITS AND/OR DE MINIMIS FRINGE BENEFITS EXCLUDED FROM INCOME UNDER INTERNAL REVENUE CODE SECTIONS 132(A)(3) AND 132(A)(4) RESPECTIVELY. TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT: BMI'S EXECUTIVES INCUR VARIOUS TRAVEL AND ENTERTAINMENT EXPENSES IN THE CONDUCT OF THEIR OFFICIAL DUTIES AS REPRESENTATIVES OF BMI. BMI HAS WRITTEN TRAVEL AND ENTERTAINMENT EXPENSE REIMBURSEMENT POLICIES THAT COMPLY WITH PUBLISHED IRS GUIDANCE. ALL EXECUTIVES, INCLUDING THOSE INDIVIDUALS REPORTED ON PART VII, ARE REQUIRED TO SUBSTANTIATE TRAVEL AND ENTERTAINMENT EXPENSE IN ACCORDANCE WITH THAT POLICY. INTERNAL AUDIT TESTED A REPRESENTATIVE SAMPLE OF THE EXPENSE REPORTS ASSOCIATED WITH DIRECTOR'S AND OFFICER'S TRAVEL AND ENTERTAINMENT EXPENSES. BMI'S TOTAL COMPENSATION PACKAGE CONSISTS OF BASE SALARIES OR HOURLY RATES OF PAY; SHORT AND LONG-TERM INCENTIVE COMPENSATION PROGRAMS TIED TO CORPORATE AND INDIVIDUAL PERFORMANCE; QUALIFIED DEFINED BENEFIT FOR ELIGIBLE EMPLOYEES AND DEFINED CONTRIBUTION EMPLOYEE BENEFIT PLANS; NONQUALIFIED PLANS AND CASH PAYMENT ARRANGEMENTS; VARIOUS EMPLOYEE WELFARE BENEFIT PLANS AND GROUP INSURANCES; PAID LEAVE TIME; TUITION REIMBURSEMENT; MISCELLANEOUS DE MINIMIS, WORKING CONDITION FRINGE BENEFITS. DEFERRED COMPENSATION FROM RETIREMENT PLANS REPORTED IN SCHEDULE J, PART II, COLUMN C REFLECTS THE IMPACT OF THE CHANGES IN THE DISCOUNT RATE AND ACTUARIAL IMPACTS OF SALARY GROWTH, AGE, AND ADDITIONAL SERVICE AND OTHER ACTUARIAL FACTORS, THEREBY INCREASING OR DECREASING THE AMOUNTS. |
| SCHEDULE J SUPPLEMENTAL INFORMATION - LOANS TO AND/OR FROM INTERESTED PERSO | IN ORDER TO ATTRACT, RETAIN AND REWARD TALENTED KEY EMPLOYEES AND PROVIDE AN ADDITIONAL BENEFIT FOR KEY HIRES IN RECOGNITION OF EXTRAORDINARY CONTRIBUTIONS, BMI ADOPTED AND MAINTAINS BATTELLE CAPITAL ACCUMULATION PROGRAM, A SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT AS DEFINED IN TREASURY REGULATION SECTION 1.61-22(B) WHICH COMPLIES WITH TREASURY REGULATION SECTION 1.7872-15 (THE "PLAN"). ELIGIBLE EMPLOYEES MAY ELECT, IN LIEU OF CURRENT COMPENSATION, FOR BMI TO PAY THE PREMIUMS TO FUND THE INSURANCE ARRANGEMENT. SUCH PAYMENTS ARE TREATED AS LOANS FOR TAX PURPOSES AND ARE SECURED BY A COLLATERAL ASSIGNMENT OF THE INSURANCE PROCEEDS IN THE AGGREGATE AMOUNT OF THE LOANS AND ACCRUED INTEREST. PARTICIPATING EMPLOYEES LISTED IN PART VII, SECTION A ARE LISTED IN SCHEDULE L, PART II. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (243 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $48,207 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $48,108 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $48,015 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,928 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,870 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,495,833 | $1,560,341 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,728 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $218,333 | $226,984 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,565 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,489 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,433 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,387 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,358 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,312 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,268 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,229 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,189 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,495,833 | $1,538,803 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,566 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $245,833 | $255,519 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,766 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,880 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,817 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,731 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,650 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,568 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,494 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $22,917 | $23,718 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,833 | $47,444 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,868,750 | $1,931,528 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $235,000 | $242,555 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,350,000 | $2,424,381 | 0 | Yes (1) | Yes (1) |
| LEWIS VON THAER | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $235,000 | $240,830 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,407 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $416,667 | $434,635 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,355 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $60,000 | $62,377 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,296 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,269 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,248 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,232 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,221 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,204 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,188 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,174 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,667 | $17,160 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $416,667 | $428,636 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $40,000 | $41,576 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $600,000 | $620,156 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,877 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $75,385 | $77,808 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,909 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,907 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,968 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $16,027 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $23,077 | $23,990 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,953 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,909 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,913 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $15,385 | $15,917 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $423,077 | $436,467 | 0 | Yes (1) | Yes (1) |
| MATTHEW VAUGHAN | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $60,000 | $61,488 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,496 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,476 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $110,000 | $115,027 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,444 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $310,000 | $323,369 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,413 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,000 | $46,783 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,378 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,361 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,349 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,339 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,333 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,323 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,313 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,304 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,296 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $410,000 | $421,778 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,378 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $62,000 | $64,443 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,422 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,447 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,433 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,414 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,396 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,379 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,362 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $5,000 | $5,175 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,351 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $415,000 | $428,941 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,320 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $61,167 | $63,133 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,479 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,478 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,514 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,549 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $13,750 | $14,294 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,505 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,479 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,481 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $9,167 | $9,484 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $668,750 | $689,916 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $24,000 | $24,672 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $126,000 | $129,126 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $24,000 | $24,518 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $24,000 | $24,448 | 0 | Yes (1) | Yes (1) |
| EDWARD GRECCO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $24,000 | $24,368 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,619 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,614 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,611 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $32,500 | $33,902 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,603 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $6,500 | $6,758 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,594 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,590 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,587 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,585 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,583 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,581 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,578 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,576 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,574 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $32,500 | $33,434 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,595 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $8,500 | $8,835 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,605 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,612 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,608 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,604 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,599 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,595 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,591 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,250 | $1,294 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,588 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $33,750 | $34,884 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,500 | $2,580 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $8,292 | $8,558 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,370 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,370 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,379 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,387 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $3,437 | $3,574 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,376 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,370 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,370 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,371 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $33,437 | $34,496 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,372 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $8,308 | $8,514 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,357 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,351 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,343 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $3,462 | $3,505 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,330 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,323 | 0 | Yes (1) | Yes (1) |
| AIMEE KENNEDY | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,316 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $150,000 | $155,039 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,907 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $26,538 | $27,392 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,932 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,931 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,976 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $12,020 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $17,308 | $17,993 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,965 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,932 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,935 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,938 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $167,308 | $172,603 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,862 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $41,538 | $42,569 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,787 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,754 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,716 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $17,308 | $17,523 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,652 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,615 | 0 | Yes (1) | Yes (1) |
| PATRICK JARVIS | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,578 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $100,000 | $104,312 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $10,000 | $10,396 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $205,745 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $20,000 | $20,788 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $206,719 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $20,000 | $20,643 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $206,330 | 0 | Yes (1) | Yes (1) |
| THOMAS MASON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $20,000 | $20,496 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $21,667 | $22,289 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,730 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $3,833 | $3,984 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,737 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,741 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,739 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,736 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,733 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,730 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,727 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $833 | $862 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,725 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $22,500 | $23,256 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,667 | $1,720 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $5,528 | $5,705 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,580 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,580 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,586 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,592 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,292 | $2,382 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,584 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,580 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,580 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,528 | $1,581 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $22,292 | $22,997 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,582 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $5,538 | $5,676 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,572 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,567 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,562 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $2,308 | $2,336 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,554 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $201,538 | $202,871 | 0 | Yes (1) | Yes (1) |
| BRIAN SMITH | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,538 | $1,544 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,191 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,191 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,193 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,193 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,198 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,202 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,731 | $1,799 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,196 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,193 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,193 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,194 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $16,731 | $17,260 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,186 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $4,154 | $4,257 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,179 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,175 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,172 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,731 | $1,752 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,165 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,161 | 0 | Yes (1) | Yes (1) |
| MARK PERRIGO | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $1,154 | $1,158 | 0 | Yes (1) | Yes (1) |
| CHRIS BOYNTON | |||||||
| OFFICER | SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $11,538 | $11,578 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $16,901,980 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS K PETERS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MARK PETERS-FAMILY | RelationshipDescriptionTxt |
| Transaction | $60,664 | TransactionAmt |
| Transaction | PAYROLL | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DETAILED ANALYSIS OF FORM 990 AND 990T AND FINAL COPIES OF EACH FORM ARE PROVIDED TO EVERY MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HOLDS A SPECIAL MEETING TO REVIEW AND APPROVE THE FORMS FOR FILING. THE AUDIT COMMITTEE REPORTS ITS FINDINGS AND CONCLUSIONS TO THE ENTIRE BOARD FOLLOWING THE COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BMI REQUIRES ALL EMPLOYEES TO TAKE AN ONLINE TRAINING COURSE THAT PROVIDES TRAINING ON BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT INCLUDES PROVISIONS THAT SET FORTH BATTELLE'S OBLIGATIONS AS A TAX EXEMPT ORGANIZATION AND THE REQUIREMENTS WITH RESPECT TO PERSONAL AND ORGANIZATIONAL CONFLICTS OF INTEREST THAT EACH EMPLOYEE IS EXPECTED TO FOLLOW. UPON COMPLETION OF THE COURSE, EACH EMPLOYEE IS REQUIRED TO ELECTRONICALLY CERTIFY THAT THEY HAVE REVIEWED BATTELLE'S CODE OF BUSINESS ETHICS AND CONDUCT. BMI MAINTAINS AN ETHICS HOT LINE FOR ITS STAFF TO REPORT CONCERNS AND SUSPECTED VIOLATIONS OF BATTELLE'S POLICIES AND CODE OF BUSINESS ETHICS AND CONDUCT. REPORTED MATTERS AND CONCERNS ARE GIVEN DUE CONSIDERATION AND INVESTIGATED APPROPRIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION POLICY: BMI HAS A COMPREHENSIVE TOTAL COMPENSATION POLICY WHICH IT APPLIES TO ALL EMPLOYEES. BMI'S POLICY IS TO COMPENSATE EACH EMPLOYEE IN A MANNER WHICH IS EQUITABLE AND CONSISTENT WITH THE MARKET VALUE OF HIS/HER POSITION, HIS/HER PERFORMANCE, AND COMPENSATION OF HIS/HER ASSOCIATES AND PEERS. THE GOAL UNDERLYING BMI'S POLICY IS TO ATTRACT, RETAIN, AND REWARD THE HIGH-QUALITY EMPLOYEES IT NEEDS TO CONTINUE AND ADVANCE ITS EXEMPT PURPOSES. IN IMPLEMENTING ITS POLICY, BMI RIGOROUSLY UTILIZES NATIONAL, REGIONAL, AND LOCAL COMPENSATION SURVEYS AND BENCHMARKING OF OTHER ORGANIZATIONS TO ESTABLISH MARKET-COMPARABILITY OF TOTAL COMPENSATION AND TAKES GREAT CARE TO STRUCTURE COMPENSATION PROGRAMS TO COMPLY WITH ALL RELEVANT LEGAL, TAX AND REGULATORY REQUIREMENTS. WHEN CONSIDERING AND APPROVING KEY EXECUTIVE COMPENSATION, THE BMI BOARD OF DIRECTOR'S NORMAL PRACTICE IS TO FOLLOW PROCEDURES WHICH ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS PURSUANT TO TREASURY REGULATION SECTION 53.4958-6. |
| FORM 990, PART VI, SECTION C, LINE 19 | BMI PROVIDES FORM 1023, APPLICATION FOR TAX EXEMPTION, ON REQUEST. FORM 1023 INCLUDES THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS. THE CODE OF REGULATIONS IN FORM 1023 DOES NOT REFLECT THE CHANGES MADE ON NOVEMBER 12, 2008. BMI MAKES FORMS 990 AND 990T AVAILABLE TO THE PUBLIC FROM ITS WEB SITE. THE CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACT & CONSULTING: PROGRAM SERVICE EXPENSES 1,896,861,119. MANAGEMENT AND GENERAL EXPENSES 938,025,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,834,886,808. |
| FORM 990, PART XI, LINE 9: | PENSION AND POST RETIREMENT BENEFITS -86,668,806. NONCONTROLLING INTEREST -158,721. MARKET VALUE ADJUSTMENT 2,377,786. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BATTELLE NATIONAL BIODEFENSE INSTITUTE LLC | |||||||||
| 8300 RESEARCH PLAZA | FREDERICK | MD | 21702 | 043851808 | MANAGEMENT OF NATIONAL LABORATORY | DE | $41,402,452 | $9,490,557 | BATTELLE MEMORIAL INSTITUTE |
| BATTELLE ENERGY ALLIANCE LLC | |||||||||
| 2525 N FREMONT AVE | IDAHO FALLS | ID | 83415 | 680588324 | MANAGEMENT OF NATIONAL LABORATORY | DE | $1,823,049,782 | $6,353,526 | BATTELLE MEMORIAL INSTITUTE |
| BATTELLE SAVANNAH RIVER ALLIANCE LLC | |||||||||
| SAVANNAH RIVER SITE | AIKEN | SC | 29808 | 850942867 | MANAGEMENT OF NATIONAL LABORATORY | DE | $387,864,649 | $8,158,654 | BATTELLE MEMORIAL INSTITUTE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BATTELLE EDUCATION | ||||||||||
| 505 KING AVENUE | COLUMBUS | OH | 43201 | 460585021 | PROMOTE STEM EDUCATION | OH | 501(C)(3) | 12 (A) I | BATTELLE MEMORIAL INSTITUTE | 0 |
| NATIONAL ECOLOGICAL OBSERVATORY NETWORK INC | ||||||||||
| 1685 38TH ST SUITE 100 | BOULDER | CO | 80301 | 204510571 | ECOLOGICAL MONITORING | DC | 501(C)(3) | 7 | BATTELLE MEMORIAL INSTITUTE | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RET INCENTIVE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 KING AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 922455678 | EIN |
| Primary Activities | EQUITY PARTICIPATION PLAN | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RET HOLDCO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.82000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BATTELLE ARABIA FOR SCIENCE & TECHNOLOGY | ||||||||||||||||||
| AL-AKARIA PLAZA LEVEL 6 NORTH WIN | RIYADH | SA | 11673 | SCIENTIFIC RESEARCH (DORMANT) | SA | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | |||||||||
| BATTELLE APPLIED SOLUTIONS LLC | ||||||||||||||||||
| ENVIRONMENTAL SERVICES | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 825131944 | DE | $267,004 | $229,781 | ||||||
| BATTELLE SERVICES COMPANY INC | ||||||||||||||||||
| HOLDING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 311792334 | OH | $257,702 | $99,225,911 | ||||||
| BATTELLE UK LIMITED | ||||||||||||||||||
| 29 SPRINGFIELD LYONS APPROACH | CHELMSFORD ESSEX | UK | CM2 5LB | SCIENTIFIC RESEARCH | UK | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | $12,459,886 | $13,883,580 | |||||||
| B-C JV LLC | ||||||||||||||||||
| SCIENTIFIC RESEARCH (DORMANT) | BATTELLE MEMORIAL INSTITUTE | C | 0.70000 | Yes (1) | 1204 TECHNOLOGY DRIVE | ABERDEEN | MD | 21004 | 471470805 | MD | ||||||||
| GEOSAFE CORPORATION | ||||||||||||||||||
| LICENSING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 911404268 | WA | $419,094 | |||||||
| RESEARCH INSURANCE COMPANY LTD | ||||||||||||||||||
| 73 FRONT STREET 3RD FLOOR | HAMILTON | BD | INSURING BATTELLE RISKS | BD | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | $1,668,621 | $110,510,519 | ||||||||
| SCIENTIFIC ADVANCES INC | ||||||||||||||||||
| VENTURE CAPITAL MANAGEMENT | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 316024333 | OH | $995 | $107,316 | ||||||
| SEEBYTE INC | ||||||||||||||||||
| SOFTWARE DEVELOPMENT | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 2240 SHELTER ISLAND DRIVE SUITE 210 | SAN DIEGO | CA | 92106 | 980563142 | DE | $3,201,672 | $4,373,637 | ||||||
| SEEBYTE HOLDINGS LTD | ||||||||||||||||||
| 16 CHARLOTTE SQUARE | EDINBURGH | UK | HOLDING COMPANY | UK | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 981140866 | $51,010 | $10,353,531 | |||||||
| VITEX SYSTEMS INC | ||||||||||||||||||
| LICENSING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 770526364 | DE | $17,337 | $539,745 | ||||||
| RET HOLDCO INC | ||||||||||||||||||
| HOLDING COMPANY | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | 505 KING AVENUE | COLUMBUS | OH | 43201 | 921089166 | DE | $45,451 | $40,009,959 | ||||||
| BATTELLE CANADA LTD | ||||||||||||||||||
| 77 KING ST WEST | TORONTO | CA | M5K0A1 | SCIENTIFIC RESEARCH | CA | BATTELLE MEMORIAL INSTITUTE | C | 1.00000 | Yes (1) | ONTARIO | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BATTELLE APPLIED SOLUTIONS - SPECIFIED PAYMENT | ||
| A | $17 | FMV |
| BATTELLE SERVICES COMPANY - SPECIFIED PAYMENT | ||
| A | $39,894 | FMV |
| GEOSAFE CORPORATION - SPECIFIED PAYMENT | ||
| A | $228,203 | FMV |
| RET HOLDCO INC | ||
| B | $40,000,000 | FMV |
| BATTELLE SERVICES COMPANY INC | ||
| D | $828,000 | FMV |
| BATTELLE SERVICES COMPANY INC | ||
| B | $1,000,000 | FMV |
| RESEARCH INSURANCE COMPANY LTD | ||
| L | $132,171 | FMV |
| SEEBYTE INC | ||
| M | $405,973 | FMV |
| SEEBYTE LIMITED | ||
| M | $51,847 | FMV |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominate IncomePredominateIncomeDesc | All Partners C3 SAllPartnersC3SInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BROOKHAVEN SCIENCE ASSOCIATESLLC | ||||||||||||||
| PO BOX 5000 | UPTON | NY | 11973 | 113403915 | MANAGEMENT OF NATIONAL LABORATORY | DE | RELATED | Yes (1) | $2,512,070 | $3,669,280 | 0 | $0 | 0 | 0.50000 |
| UT-BATTELLE LLC | ||||||||||||||
| 1 BETHEL VALLEY ROAD BLDG 4500N MS | OAK RIDGE | TN | 37831 | 621788235 | MANAGEMENT OF NATIONAL LABORATORY | TN | RELATED | Yes (1) | $5,767,154 | $7,711,925 | 0 | $0 | 0 | 0.50000 |
| TRIAD NATIONAL SECURITY LLC | ||||||||||||||
| BIKINI ATOLL RD SM 30 | LOS ALAMOS | NM | 87545 | 823291283 | MANAGEMENT OF NATIONAL LABORATORY | DE | RELATED | Yes (1) | $13,002,866 | $12,808,670 | 0 | $0 | 0 | 0.42620 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R,PART V | BMI RELATED ENTITIES PROVIDED CONTRACT SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES IN THE ORDINARY COURSE OF BUSINESS UNDER ARMS-LENGTH TERMS, CONDITIONS, AND PRICING. THE SCIENTIFIC RESEARCH AND DEVELOPMENT AND TECHNICAL SERVICES PROVIDED TO BMI AND BMI'S UNITED KINGDOM AFFILIATES WERE PROVIDED UNDER ARMS-LENGTH TERMS AND AT PRICING WHICH COMPLIED WITH THE INTER-COMPANY TRANSFER PRICING RULES OF UNITED KINGDOM, AND THE UNITED STATES. BMI ENGAGED IN TRANSACTIONS WITH RELATED ENTITIES SUCH AS: THE FURNISHING OF GOODS, SERVICES OR FACILITIES. ALL TRANSACTIONS WITH TAXABLE RELATED ENTITIES, OTHER THAN THE PROVISION OF ADMINISTRATIVE SERVICES, WERE CONDUCTED AT FAIR MARKET VALUE RATES AND ARE IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 482 AND OTHER APPLICABLE INTER-COMPANY TRANSFER PRICING RULES. THESE TRANSACTIONS HAVE BEEN APPROVED AND DOCUMENTED AND CONDUCTED IN THE ORDINARY COURSE OF BUSINESS. ADMINISTRATIVE SERVICES ARE PROVIDED TO RELATED PARTIES ON A FULLY BURDENED COST BASIS. |
| SCHEDULE R, PART VI | BMI IS REQUIRED TO CONSOLIDATE BROOKHAVEN SCIENCE ASSOCIATES, LLC, TRIAD NATIONAL SECURITY, LLC, AND UT-BATTELLE, LLC FOR FINANCIAL ACCOUNTING PURPOSES AND ACCORDINGLY, THEIR FINANCIAL ATTRIBUTES ARE REFLECTED IN THE REVENUES AND EXPENSES AND OTHER FINANCIAL INFORMATION IN THIS FORM AND RELATED SCHEDULES. |
| SCHEDULE R, PART V, LINE 1M AND 1N | BMI SHARES EMPLOYEES, FACILITIES, AND EQUIPMENT WITH BATTELLE EDUCATION. |