Battelle Memorial Institute
- Assets
- $1.6b
- Revenue
- $10.1b
- Investments
- $205.1m
- Employees
- 39,073
- Location
- Columbus, OH
- Founding
- 10/2002
- Data as of
- 09/2021
- EIN
- 31-4379427
Organization Overview
Battelle Memorial Institute is located in Columbus, OH. The organization was established in 2002. According to its NTEE Classification (U20) the organization is classified as: General Science, under the broad grouping of Science & Technology and related organizations. As of 09/2021, Battelle Memorial Institute employed 39,073 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Battelle Memorial Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Battelle Memorial Institute generated $10.1b in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 13.2% each year . All expenses for the organization totaled $9.9b during the year ending 09/2021. While expenses have increased by 12.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Battelle Memorial Institute has awarded 839 individual grants totaling $108,583,649. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
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; SAVANNAH RIVER NATIONAL LABORATORY. BMI IS AN INTEGRATED SUBCONTRACTOR AT A SEVENTH 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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lewis Von Thaer President & CEO | Officer | 39 | $4,233,802 |
Ronald D Townsend Executive Vp, Global Lab Ops | Officer | 40 | $2,546,104 |
Edward Grecco Executive Vp, CFO | Officer | 40 | $1,388,388 |
Russell P Austin Sr Vp, Gen Counsel & Secretary | Officer | 40 | $1,134,338 |
Mark T Peters Executive Vp, Lab Director | Officer | 40 | $868,979 |
Patrick F Jarvis Sr Vp, Marketing & Communications | Officer | 40 | $858,902 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Merrick Smsi Joint Venture Llp Professional Services | 9/29/21 | $37,293,165 |
Ew Howell Co Llc Construction Services | 9/29/21 | $23,188,923 |
Estech Llc Professional Services | 9/29/21 | $23,147,180 |
Ge-hitachi Nuclear Energy Americas Llc Technical Services | 9/29/21 | $26,193,831 |
Centerra Group Llc Professional Services | 9/29/21 | $46,844,154 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $8,915,143,785 |
| All other contributions, gifts, grants, and similar amounts not included above | $39,523,072 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,954,666,857 |
| Total Program Service Revenue | $1,037,325,791 |
| Investment income | $3,791,828 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $5,228,537 |
| Net Rental Income | $104,288 |
| Net Gain/Loss on Asset Sales | $76,768,589 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,086,822,364 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $29,452,429 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $19,174,660 |
| Compensation of current officers, directors, key employees. | $19,174,660 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,948,352,360 |
| Pension plan accruals and contributions | $388,268,489 |
| Other employee benefits | $885,830,211 |
| Payroll taxes | $284,916,508 |
| Fees for services: Management | $7,632,637 |
| Fees for services: Legal | $14,572,595 |
| Fees for services: Accounting | $2,449,872 |
| Fees for services: Lobbying | $895,932 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,101,506 |
| Fees for services: Other | $2,368,205,393 |
| Advertising and promotion | $151,587 |
| Office expenses | $8,215,591 |
| Information technology | $257,299,184 |
| Royalties | $0 |
| Occupancy | $126,885,499 |
| Travel | $55,930,857 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $584,955 |
| Interest | $9,467,398 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $26,358,196 |
| Insurance | $7,616,244 |
| All other expenses | $37,715,258 |
| Total functional expenses | $9,892,209,409 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $85,777,638 |
| Savings and temporary cash investments | $216,566,620 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $234,000,844 |
| Loans from Officers, Directors, or Controlling Persons | $7,385,093 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $1,582,027 |
| Prepaid expenses and deferred charges | $42,948,018 |
| Net Land, buildings, and equipment | $173,918,472 |
| Investments—publicly traded securities | $456,078,522 |
| Investments—other securities | $205,084,870 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $135,226,110 |
| Total assets | $1,558,568,214 |
| Accounts payable and accrued expenses | $187,288,818 |
| Grants payable | $0 |
| Deferred revenue | $52,259,591 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $305,000,000 |
| Other liabilities | $163,938,389 |
| Total liabilities | $708,486,798 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $850,081,416 |
| Total liabilities and net assets/fund balances | $1,558,568,214 |
Grants Awarded
Over the last fiscal year, Battelle Memorial Institute has awarded $28,252,441 in support to 131 organizations.
| Grant Recipient | Amount |
|---|---|
Columbus, OH PURPOSE: GENERAL OPERATING SUPPORT | $10,295,056 |
Columbus, OH PURPOSE: GENERAL OPERATING SUPPORT | $7,502,801 |
NEUROTECH INSTITUTE PURPOSE: GENERAL OPERATING SUPPORT | $5,000,000 |
Knoxville, TN PURPOSE: GENERAL OPERATING SUPPORT | $1,930,350 |
Espanola, NM PURPOSE: GENERAL OPERATING SUPPORT | $707,651 |
Santa Fe, NM PURPOSE: GENERAL OPERATING SUPPORT | $701,959 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Battelle Memorial Institute has recieved totaling $210,000.
| Awarding Organization | Amount |
|---|---|
Organization Name not Listed PURPOSE: HARVARD CRC - ICPET STUDY | | $180,000 |
Nuclear Energy Institute Washington, DC PURPOSE: SPONSORSHIP | $30,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Kentucky Science And Technology Corporation Lexington, KY | $21,953,282 | $6,206,221 |
Iqm Research Institute Ann Arbor, MI | $468,489 | $1,003,489 |
History Of Science Society Inc Philadelphia, PA | $3,981,769 | $842,698 |
Indiana Academy Of Science Indianapolis, IN | $7,193,452 | $408,626 |
International Conference On Environmental Systems Inc Emmaus, PA | $324,269 | $409,317 |
Edueverything Inc Caledonia, OH | $142,374 | $309,193 |
Michigan Science Teachers Association Okemos, MI | $0 | $0 |
Autumn Immunology Conference Inc Louisville, KY | $164,401 | $214,705 |
Society For Scientific Exploration Lexington, KY | $49,164 | $0 |
The Soul Phone Foundation Chillicothe, OH | $150,375 | $214,807 |
Ornsteen-James Foundation Langhorne, PA | $0 | $3,519 |
Appalachia-Science In The Public Interest Inc Mount Vernon, KY | $52,810 | $0 |