2024-05-15T08:21:46-05:00 2023-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-07-01 311781583 BATTELLE FOR KIDS BATT 6144813141 PO BOX 2798 COLUMBUS OH 43216 TODD HELLMAN VICE PRESIDENT/CFO 6144813141 2024-05-14 TODD HELLMAN 999009999 1 KATHY M MOSELEY P00116760 6142211120 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DR KAREN GARZA PO BOX 2798 COLUMBUS OH 43216 9776965 0 X WWW.BATTELLEFORKIDS.ORG X 2001 OH SEE SCHEDULE O 9 9 45 9 0 0 2588152 3163305 4881685 5848892 25479 -314140 2298 5028 7497614 8703085 0 0 0 0 6190104 6871411 0 0 0 2384826 2616631 8574930 9488042 -1077316 -784957 5855053 4682345 1437526 1043883 4417527 3638462 X COLLABORATING WITH SCHOOL SYSTEMS AND COMMUNITIES TO REALIZE THE POWER AND PROMISE OF 21ST CENTURY LEARNING FOR EVERY STUDENT. 0 0 3510003 0 4479687 CLIENT SOLUTIONS:BATTELLE FOR KIDS SUPPORTS EDUCATORS IN THE DESIGN AND IMPLEMENTATION OF 21ST CENTURY LEARNING AND ASSESSMENT EXPERIENCES THAT EQUIP EVERY STUDENT FOR SUCCESS AS A LIFELONG LEARNER AND CONTRIBUTOR. OUR CONSULTING APPROACH CONSISTS OF A BLENDED MODEL WITH BOTH IN-PERSON AND VIRTUAL PROFESSIONAL LEARNING EXPERIENCES THROUGH OUR THEORY OF ACTION THAT INCLUDES VISION, STRATEGY AND IMPLEMENTATION.VISION: BFK SUPPORTS SCHOOL SYSTEM LEADERS IN THE DEVELOPMENT OF THEIR VISIONARY PORTRAIT OF A GRADUATE OUTLINING THEIR COMMITMENT TO RIGOROUS ACADEMIC CONTENT AND THE INTENTIONAL INTEGRATION OF 21ST CENTURY LEARNING COMPETENCIES. STRATEGY: BFK SUPPORTS SCHOOL SYSTEM IN STRATEGIC PLANING, HUMAN CAPITAL, AND LEADERSHIP CAPACITY BUILDING, FACILITATION, PROFESSIONAL LEARNING AND SUPPORT SERVICES. IMPLEMENTATION: BFK SUPPORTS SCHOOL SYSTEMS IN THE IMPLEMENTATION OF STRATEGIES TO ACHIEVE THE VISION OF 21ST CENTURY LEARNING THROUGH PROFESSIONAL DEVELOPMENT WITH TEACHERS (E.G., IN CURRICULUM, INSTRUCTION AND ASSESSMENT), TECHNOLOGY AND DATA QUALITY SOLUTIONS TO TAKE PROGRAMS TO SCALE AND WITH FIDELITY, ENGAGING PRODUCTS AND OTHER PROFESSIONAL SERVICES. 718767 0 1051043 NETWORK MEMBERSHIP:BATTELLE FOR KIDS OPERATES MULTIPLE MEMBERSHIP NETWORKS WHO SHARE THE COMMON PURPOSE OF ITS MISSION OF REALIZING THE POWER AND PROMISE OF 21ST CENTURY LEARNING FOR EVERY STUDENT. THESE NETWORKS IDENTIFY SUCCESS AND CHALLENGES AND WORK TO LEARN HOW TO SOLVE PROBLEMS FACILITATED BY BFK. LARGE PROBLEMS OF PRACTICE SUCH AS DIVERSITY, EQUITY AND INCLUSION ARE STUDIED AND SHARED WITH THE NETWORK AND BFK TO SHARE OUT SOLUTIONS TO OTHER NETWORK MEMBERS AND TO THE EDUCATIONAL ECOSYSTEM THROUGH OUR THOUGHT LEADERSHIP ACTIVITIES. 709394 0 318162 THOUGHT LEADERSHIP:BATTELLE FOR KIDS ENGAGES IN THOUGHT LEADERSHIP AROUND 21ST CENTURY LEARNING BY PUBLISHING KNOWLEDGE/RESEARCH TO THE GREATER EDUCATIONAL COMMUNITY THROUGH BLOGS, PUBLICATIONS, AND SOCIAL MEDIA. ADDITIONALLY, BFK ORGANIZES AND HOSTS STATE AND NATIONAL EVENTS (E.G., WEBINARS, CONFERENCES, PODCASTS) IN SUPPORT OF OUR MISSION TO ADVANCE 21ST CENTURY EDUCATION. BATTELLE FOR KIDS' LEADERSHIP TEAM ALSO PROVIDES THOUGHT LEADERSHIP THROUGH SPEAKING ENGAGEMENTS AT LOCAL, REGIONAL, STATE, AND NATIONAL EVENTS. 125126 0 0 RESEARCH & DEVELOPMENT:BFK INVESTS IN CREATING NEW AND INNOVATIVE PRODUCTS AND SERVICES TO ACHIEVE ITS NON-PROFIT MISSION INCLUDING NEW CONSULTING, EVENTS, PROFESSIONAL LEARNING AND THE PRODUCTION OF OUR THOUGHT LEADERSHIP ARTICLES AND EVENTS. 125126 0 0 5063290 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL MS OH X TODD HELLMAN 6144813141 347 KENDALL PLACE COLUMBUS OH 43205 RUSSELL AUSTIN CHAIRMAN OF THE BOARD 2.00 X 0 0 0 RICHARD F CELESTE DIRECTOR - BOARD 2.00 X 0 0 0 MELISSA DIXON DIRECTOR - BOARD 2.00 X 0 0 0 ALTON L FRAILEY DIRECTOR - BOARD 2.00 X 0 0 0 LARRY HILSHEIMER DIRECTOR - BOARD 2.00 X 0 0 0 AIMEE KENNEDY PHD DIRECTOR - BOARD 2.00 X 0 0 0 DARLINE ROBERTS DIRECTOR - BOARD 2.00 X 0 0 0 PATRICK J TIBERI DIRECTOR - BOARD 2.00 X 0 0 0 TIFFANY CARREKER DIRECTOR - BOARD 2.00 X 0 0 0 KAREN K GARZA CHIEF EXECUTIVE OFFICER/PRESIDENT 40.00 X 343852 0 27636 TODD A HELLMAN VICE PRESIDENT/CFO 40.00 X 216118 0 19318 ALYSON NIELSON VICE PRESIDENT 40.00 X 201050 0 33417 VALERIE S GREENHILL VICE PRESIDENT 40.00 X 236467 0 922 COLON LEWIS CHIEF LEARNING OFFICER 40.00 X 183910 0 922 DALE A BAGSHAW CHIEF LEARNING OFFICER 40.00 X 201065 0 27222 JAMIE MEADE VICE PRESIDENT 40.00 X 203968 0 19318 MATTHEW FLORES CHIEF LEARNING OFFICER 40.00 X 192926 0 1377 SHANNON KING CHIEF LEARNING OFFICER 40.00 X 188500 0 1377 1967856 0 131509 23 0 1 0 0 2803432 359873 3163305 TRAINING AND CONSULTING 611710 3088286 3088286 TOOLS & PRODUCTS 611710 1391401 1391401 MEMBERSHIP DUES 611710 1051043 1051043 CONFERENCES 611710 318162 318162 5848892 63541 63541 695999 200 699456 374424 -3457 -374224 -377681 -377681 OTHER REVENUE 611710 5028 5028 5028 8703085 5848892 0 -309112 996325 421346 574979 4478639 2736063 1742576 582324 335826 246498 452328 260857 191471 361795 208647 153148 20585 2795 17790 27099 3680 23419 7614 7614 306300 245477 60823 35810 8518 27292 133562 23173 110389 232402 754 231648 601127 48 601079 483368 397779 85589 414032 404284 9748 226941 226941 84373 198 84175 DUES AND SUBSCRIPTIONS 26625 10984 15641 STAFF DEVELOPMENT 14672 1007 13665 TRAINING MATERIALS 2121 1854 267 9488042 5063290 4424752 0 65 1713841 230783 266741 1905489 1548798 50415 66208 133029 81542 513544 51487 1285591 2179958 112450 273658 338370 5855053 4682345 478442 484242 792485 307750 166599 251891 1437526 1043883 X 4417527 3638462 4417527 3638462 5855053 4682345 -784957 5892 0 X X 0 1 X 1 0 X 1240466 900381 1581528 2588152 3163305 9473832 1240466 900381 1581528 2588152 3163305 9473832 1347079 8126753 297511 203363 120902 58915 63548 744239 1358 18075 1610 2298 5028 28369 10246440 28924509 0.79310 0.67010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87908 208 1638 86478 89150 88 1330 87908 90382 117 1349 89150 91140 607 1365 90382 91515 656 1031 91140 1.00000 0.00000 0.00000 1 0 133029 81542 51487 51487 DEFERRED COMPENSATION ARRANGEMENTS 251891 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 86479 338370 DEFERRED COMPENSATION ARRANGEMENTS 251891 251891 X 8701363 5892 -7614 -1722 8703085 0 8703085 9480428 0 9480428 7614 7614 9488042 PART V, LINE 4: THE QUASI ENDOWMENT FUND IS HELD BY THE FOUNDATION FOR APPALACHIAN OHIO. THEY ARE DESIGNATED TO SUPPORT OHIO APPALACHIAN RURAL COLLABORATIVE EFFORTS THROUGH PROGRAMS AND SERVICES PROVIDED BY BATTELLE FOR KIDS. PART X, LINE 2: THE COMPANY PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS THE COMPANY TAKES WITH REGARD TO UNREALIZED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX-EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -7,614. X X X X 0 1 0 0 0 0 0 0 0 KAREN K GARZA CHIEF EXECUTIVE OFFICER/PRESIDENT 327652 0 0 0 16200 0 3907 0 23729 0 371488 0 0 0 VALERIE S GREENHILL VICE PRESIDENT 223967 0 12500 0 0 0 0 0 922 0 237389 0 0 0 TODD A HELLMAN VICE PRESIDENT/CFO 203618 0 12500 0 0 0 0 0 19318 0 235436 0 0 0 ALYSON NIELSON VICE PRESIDENT 188550 0 12500 0 0 0 0 0 33417 0 234467 0 0 0 DALE A BAGSHAW CHIEF LEARNING OFFICER 195565 0 5500 0 0 0 0 0 27222 0 228287 0 0 0 JAMIE MEADE VICE PRESIDENT 191468 0 12500 0 0 0 0 0 19318 0 223286 0 0 0 MATTHEW FLORES CHIEF LEARNING OFFICER 187426 0 5500 0 0 0 0 0 1377 0 194303 0 0 0 SHANNON KING CHIEF LEARNING OFFICER 183500 0 5000 0 0 0 0 0 1377 0 189877 0 0 0 COLON LEWIS CHIEF LEARNING OFFICER 178910 0 5000 0 0 0 0 0 922 0 184832 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS A NON-QUALIFIED, 457B RETIREMENT PLAN. FOUR EMPLOYEES LISTED ON SCHEDULE J PARTICIPATE IN THE PLAN. CONTRIBUTIONS TO THE PLAN WERE: EMPLOYEE CONTRIBUTIONS: KAREN GARZA $16,593.12 AND AND VALERIE GREENHILL AT $20,500. KAREN GARZA RECEIVED EMPLOYER CONTRIBUTIONS OF $3,906.96. TODD HELLMAN AND TONY BAGSHAW ARE PARTICIPANTS IN THE PLAN, BUT NOT ACTIVELY CONTRIBUTING. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: COLLABORATING WITH SCHOOL SYSTEMS AND COMMUNITIES TO REALIZE THE POWER AND PROMISE OF 21ST CENTURY LEARNING FOR EVERY STUDENT. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO MEMBERS, BATTELLE MEMORIAL INSTITUTE AND THE OHIO BUSINESS ROUNDTABLE. EACH MEMBER IS PERMITTED TO APPOINT THREE DIRECTORS. IN MATTERS REQUIRING A VOTE OF MEMBERS, EACH MEMBER POSSESSES ONE VOTE. A UNANIMOUS VOTE OF THE MEMBERS IS REQUIRED TO APPOINT OR REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IS PERMITTED TO APPOINT THREE DIRECTORS. A UNANIMOUS VOTE OF THE MEMBERS IS REQUIRED TO APPOINT OR REMOVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE PRIOR TO ITS FILING. TO FACILIATE THE TIMELY FILING OF THE FORM 990 FOR 2022, THE BOARD OF DIRECTORS WAS NOT ABLE TO REVIEW THE FINAL VERSION PRIOR TO ITS FILING. HOWEVER, THE RETURN WILL BE AVAILABLE FOR REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY REQUIRING COMPLETION OF THE BASIC CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE CHAIRMAN OF THE BOARD BASED ON COMPENSATION AND MARKET STUDIES OF CEO COMPENSATION IN SIMILAR ORGANIZATIONS. IT IS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO AND REVIEWED BY THE BOARD OF DIRECTORS BASED ON COMPENSATION AND MARKET STUDIES OF SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. AN INDEPENDENT COMPENSATION REVIEW HAS BEEN CONDUCTED ON ALL POSITIONS IN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, BATTELLE FOR KIDS MAKES AVAILABLE TO THE PUBLIC THE FOLLOWING INFORMATION: FORM 1023 APPLICATION AND ANNUAL FORM 990. THIS INFORMATION CAN BE OBTAINED BY SUBMITTING A WRITTEN REQUEST TO THE ORGANIZATION. FORM 990 IS ALSO AVAILABLE ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.COM. FORM 990, PART VI, SECTION C, LINE 19 SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, BATTELLE FOR KIDS MAKES AVAILABLE TO THE PUBLIC THE FOLLOWING INFORMATION: GOVERNING INSTRUMENTS, IRS NOTIFICATION OF TAX EXEMPT STATUS, ANNUAL AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY. THIS INFORMATION CAN BE OBTAINED BY SUBMITTING A WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 17: IN ADDITION TO THE STATES LISTED ON PART VI, WITH WHICH A COPY OF THE FORM 990 IS REQUIRED TO BE FILED, THE FOLLOWING LISTS THE STATES IN WHICH THE ORGANIZATION IS REGISTERED AND DOING BUSINESS, BUT WHICH DO NOT REQUIRE A FILING OF THE FORM 990: MI, VT, AL, VA, GA, PA, TX, FL, HI, WV, OK, SC, TN, IA, IN AND NJ. FORM 990, PART XII, LINE 2C: THE BFK FINANCE COMMITTEE WITHIN THE BOARD OF DIRECTORS PROVIDES FINANCIAL OVERSIGHT, AUDIT REPORT AND 990 AUDIT REVIEW, AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.