2025-12-09T08:57:17-06:00 2025-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2024-07-01 311781583 BATTELLE FOR KIDS BATT 6144813141 PO BOX 2798 COLUMBUS OH 43216 TODD HELLMAN VICE PRESIDENT/CFO 6144813141 2025-12-08 1 CHRISTY S ZIMMERMAN P01461057 6142211120 2025-12-07 2024 2025-03-06 01:10:19Z SAMUEL M DUNCAN PO BOX 2798 COLUMBUS OH 43216 5156104 0 X WWW.BATTELLEFORKIDS.ORG X 2001 OH SEE SCHEDULE O 9 9 40 9 0 0 3195210 60000 5061792 5011386 65865 50520 1800 1109 8324667 5123015 0 0 0 0 6524065 5495941 0 0 0 2034446 1875997 8558511 7371938 -233844 -2248923 3894890 1576469 379886 277227 3515004 1299242 X COLLABORATING WITH SCHOOL SYSTEMS AND COMMUNITIES TO REALIZE THE POWER AND PROMISE OF 21ST CENTURY LEARNING FOR EVERY STUDENT. 0 0 1461401 3999220 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. 394704 710476 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. 739127 301690 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. 1086860 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. 1086860 3682092 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 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 34 0 1 40 1 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 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 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 LISA GRAY DIRECTOR - BOARD 2.00 X 0 0 0 DARLINE ROBLES DIRECTOR - BOARD 2.00 X 0 0 0 AMY VERTANEN DIRECTOR - BOARD 2.00 X 0 0 0 PATRICK J TIBERI DIRECTOR - BOARD 2.00 X 0 0 0 SAMUEL M DUNCAN CHIEF EXECUTIVE OFFICER/PRESIDENT 40.00 X 276028 0 35848 TODD A HELLMAN VICE PRESIDENT/CFO 40.00 X 342911 0 33345 VALERIE S GREENHILL VICE PRESIDENT 40.00 X 182741 0 13653 ALYSON NIELSON VICE PRESIDENT 40.00 X 190788 0 47047 SHANNON KING CHIEF LEARNING OFFICER 40.00 X 186460 0 24051 COLON LEWIS CHIEF LEARNING OFFICER 40.00 X 186186 0 22342 1365114 0 176286 19 0 1 0 0 60000 60000 TRAINING AND CONSULTIN 611710 3037350 3037350 TOOLS & PRODUCTS 611710 961870 961870 MEMBERSHIP DUES 611710 710476 710476 CONFERENCES 611710 301690 301690 5011386 83599 83599 10 33089 0 -33089 10 -33079 -33079 OTHER REVENUE 611710 1109 1109 1109 5123015 5011386 0 51629 1122361 471392 650969 3468905 1873209 1595696 319409 172481 146928 262874 141952 120922 322392 174092 148300 109419 109419 7233 7233 421800 227772 194028 119613 119613 66476 35897 30579 190711 102984 87727 6954 6954 409389 221070 188319 413423 223248 190175 16205 16205 41197 41197 STAFF DEVELOPMENT 57434 31014 26420 DUES AND SUBSCRIPTIONS 11143 6017 5126 PARTNERSHIPS/ALLIANCES 3215 3215 TRAINING MATERIALS 1785 964 821 7371938 3682092 3689846 0 774879 1101380 853991 423873 92849 1651 19260 18106 17359 1154 2066533 0 89279 48411 3894890 1576469 151987 256727 227899 20500 379886 277227 X 3515004 1299242 3515004 1299242 3894890 1576469 -2248923 33161 0 X X 0 0 0 X 1581528 2588152 3163305 3195210 60000 10588195 1581528 2588152 3163305 3195210 60000 10588195 127319 10460876 120902 58915 63548 65103 83599 392067 1610 2298 5028 1800 1109 11845 10992107 24905733 0.95170 0.90090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89279 3651 43475 1045 48410 86478 4127 1326 89279 87908 208 1638 86478 89150 88 1330 87908 90382 117 1349 89150 1.00000 0.00000 0.00000 1 0 19260 18106 1154 1154 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 XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES X X X X X 0 1 0 0 0 0 0 0 0 TODD A HELLMAN VICE PRESIDENT/CFO 199438 0 0 0 143473 0 24403 0 8942 0 376256 0 0 0 SAMUEL M DUNCAN CHIEF EXECUTIVE OFFICER/PRESIDENT 276028 0 0 0 0 0 33516 0 2332 0 311876 0 0 0 ALYSON NIELSON VICE PRESIDENT 190788 0 0 0 0 0 24041 0 23006 0 237835 0 0 0 SHANNON KING CHIEF LEARNING OFFICER 186460 0 0 0 0 0 22495 0 1556 0 210511 0 0 0 COLON LEWIS CHIEF LEARNING OFFICER 186186 0 0 0 0 0 22342 0 0 0 208528 0 0 0 VALERIE S GREENHILL VICE PRESIDENT 104122 0 0 0 78619 0 12495 0 1158 0 196394 0 0 0 PART I, LINE 4B THE ORGANIZATION HAD A NON-QUALIFIED 457B RETIREMENT PLAN THAT WAS TERMINATED IN FY 6/30/24. DURING THE CURRENT FY, THE ASSETS OF THE PLAN WERE DISTRIBUTED. OTHER COMPENSATION AMOUNTS OF $143,473 AND $78,619 ARE REPORTED ON SCHEDULE J FOR TODD HELLMAN AND VALERIE GREENHILL, RESPECTIVELY. THESE AMOUNTS REPRESENT THE 457B PLAN DISTRIBUTIONS. 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. 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.