2026-08-17T12:01:16-05:00 2025-09-30 621532536 COULTER & JUSTUS PC 9717 COGDILL ROAD KNOXVILLE TN 37932 990 2024-10-01 621867598 UT-BATTELLE DEVELOPMENT CORPORATION UT-B 8652418657 PO BOX 2008 MS-6262 OAK RIDGE TN 378316262 ANDREW PETZOLD CFO 8652418657 2026-08-17 1 0 JILLIAN M NEACE CPA P01217490 8656374161 2026-08-17 2024 2025-03-06 01:10:19Z ANDREW PETZOLD PO BOX 2008 MS-6262 OAK RIDGE TN 378316262 15725089 0 X N/A X 2001 TN MANAGEMENT OF SCIENTIFIC FACILITIES 6 3 0 0 0 0 2530751 436861 11720312 11515085 86656 140103 3529971 3633040 17867690 15725089 0 0 0 0 0 0 0 0 0 14443244 11387028 14443244 11387028 3424446 4338061 64773144 61212861 33143391 25245047 31629753 35967814 MANAGEMENT OF SCIENTIFIC FACILITIES 0 0 11179881 15148125 A PUBLIC BENEFIT NOT-FOR-PROFIT CORPORATION ORGANIZED TO SUPPORT THE MANAGEMENT OF ORNL IN CONNECTION WITH THE PROVISION OF RESEARCH FACILITIES. 11179881 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 TN X ANDREW PETZOLD CFO 8652418657 PO BOX 2008 MS-6262 OAK RIDGE TN 378316262 MR JUAN ALVAREZ CHAIR 0.00 X 0 0 0 DAVID BRADSHAW DIRECTOR 0.00 X 0 0 0 DR ROBERT VAN HOOK DIRECTOR 0.00 X 0 0 0 DR SUSAN HUBBARD DIRECTOR 0.00 X 0 0 0 MR JIMMY STONE PRESIDENT 3.69 40.00 X X 0 209210 0 DR KARI BABSKI-REEVES DIRECTOR 0.00 X 0 0 0 MRS ANN WEAVER VICE PRESIDENT 0.12 40.00 X 0 388753 27676 MR ANDREW PETZOLD CHIEF FINANCIAL OFFICER 0.28 40.00 X 0 238554 24589 MRS NICOLE PORTER GENERAL COUNSEL AND SECRET 2.88 40.00 X 52000 0 0 52000 836517 52265 0 0 1 0 OPTIMECH - DIVISION OF IVEY MECHANICAL 1528 HUNT CLUB BLVD SUITE 400 GALLATIN TN 37066 CONSTRUCTION 2287199 WALKER ELECTRIC 4511 KENTUCKY AVENUE NASHVILLE TN 37209 CONSTRUCTION 1165529 BLAINE CONSTRUCTION 6510 DEANE HILL DRIVE KNOXVILLE TN 37919 CONSTRUCTION 204190 EMORY VALLEY CENTER 723 EMORY VALLEY RD OAK RIDGE TN 37830 COMMUNITY SERVICES 136710 4 436861 436861 RENT INCOME AFFILIATE 541700 11515085 11515085 11515085 140103 140103 TENANT MOD REIMBURSEMENT 541700 3633040 3633040 3633040 15725089 15148125 0 140103 56722 56722 52107 3888 48219 14944 14944 2078917 2078917 3054751 3054751 307535 307535 PROJECT MANAGEMENT 3818995 3818995 PROPERTY TAXES 1533803 1533803 CHILD CARE CENTER 357192 357192 FINANCE SUPPORT 56396 56396 55666 9856 45810 11387028 11179881 207147 0 3076646 2904727 17343 548336 500000 0 122239026 64479228 60814548 57759798 364607 0 64773144 61212861 460028 521121 364607 0 32318756 24723926 33143391 25245047 X 31629753 35967814 31629753 35967814 64773144 61212861 4338061 0 X X 0 1 X 1 0 X X 1 UT-BATTELLE LLC 621788235 7 1 368510 0 1 368510 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B - TYPE 1 SUPPORTING ORGANIZATIONS, LINE 1 THE SUPPORTING ORGANIZATION, UT-BATTELLE DEVELOPMENT CORPORATION (UTBDC), WAS ORGANIZED ON APRIL 19, 2001, UNDER THE TENNESSEE NONPROFIT CORPORATION ACT AS A PUBLIC BENEFIT CORPORATION IN CONNECTION WITH A FACILITIES REVITALIZATION PROJECT AT THE OAK RIDGE NATIONAL LABORATORY (ORNL). AS STATED IN THE BY-LAWS AT ARTICLE 5, UTBDC WAS FORMED "SOLELY FOR THE SUPPORT AND ENCOURAGEMENT OF THE SCIENTIFIC AND EDUCATIONAL MISSIONS OF THE UNITED STATES DEPARTMENT OF ENERGY, OAK RIDGE NATIONAL LABORATORY (ORNL), AND ITS MANAGING CONTRACTOR, UT-BATTELLE, LLC, THROUGH THE PROVISION OF NEW RESEARCH FACILITIES FOR ORNL. ORNL, WHICH IS OWNED BY THE U.S. DEPARTMENT OF ENERGY (DOE), HOUSES A VAST ARRAY OF SOPHISTICATED SCIENTIFIC FACILITIES AND EQUIPMENT USED BY SCIENTISTS FROM ALL OVER THE WORLD TO CONDUCT BASIC AND APPLIED RESEARCH AND DEVELOPMENT. ORNL IS MANAGED BY UT-BATTELLE, LLC (UT-BATTELLE), THE SUPPORTED ORGANIZATION. UT-BATTELLE IS A NOT-FOR-PROFIT LIMITED LIABILITY COMPANY, WHICH WAS ESTABLISHED IN MAY 1999 UNDER THE LAWS OF THE STATE OF TENNESSEE SOLELY TO MANAGE AND OPERATE ORNL, A FEDERALLY FUNDED RESEARCH AND DEVELOPMENT CENTER, UNDER CONTRACT WITH DOE. WHILE THE SUPPORTED ORGANIZATION, UT-BATTELLE, CURRENTLY DOES NOT HAVE THE UNCONDITIONAL POWER TO REMOVE, REPLACE, OR APPOINT A MAJORITY OF THE SUPPORTING ORGANIZATION'S (UTBDC'S) DIRECTORS OR TRUSTEES, IT DOES HAVE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF UTBDC, AS UTBDC OPERATES IN RESPONSE TO THE NEEDS OR DEMANDS OF UT-BATTELLE/ORNL. UTBDC MAINTAINS A SIGNIFICANT ROLE IN THE ORGANIZATIONAL STRUCTURE AND OPERATIONS OF UT-BATTELLE/ORNL. THE OFFICERS OF UTBDC ARE THE PRESIDENT, VICE-PRESIDENT, CHIEF FINANCIAL OFFICER, GENERAL COUNSEL, AND SECRETARY - ALL OF WHOM ARE CURRENT OR FORMER EMPLOYEES OF UT-BATTELLE. TWO OF THE OFFICERS, ANN WEAVER, ORNL ASSOCIATE LAB DIRECTOR FOR OPERATIONS, AND ANDREW PETZOLD, CHIEF FINANICAL OFFICER, HOLD SENIOR MANAGEMENT POSITIONS WITHIN THE UT-BATTELLE/ORNL ORGANIZATION STRUCTURE, WHICH ENABLES THEM TO ENSURE UTBDC OPERATIONS ARE ALIGNED WITH ORNL FACILITY PLANS AND OPERATIONS. UTBDC HAS NO EMPLOYEES AND CARRIES OUT ITS ACTIVITIES THROUGH ITS OFFICERS AND OTHER UT-BATTELLE PROFESSIONAL STAFF. THIS INCLUDES ACCOUNTING, CONTRACTING, LEGAL, PROJECT MANAGEMENT, FINANCIAL, ETC. THE ONLY OFFICE MAINTAINED BY UTBDC IS LOCATED AT ORNL. JUAN ALVAREZ, EXECUTIVE VICE PRESIDENT OF NATIONAL LABORATORY MANAGEMENT AND OPERATIONS, BATTELLE MEMORIAL INSTITUTE, ALSO SERVES ON THE UTBDC BOARD OF DIRECTORS. THIS UTBDC BOARD MEMBER WORKS WITH THE REMAINING BOARD MEMBERS TO ENSURE UTBDC'S ACTIVITIES ALIGN WITH THE ORGANIZATION'S PURPOSE WHICH IS TO SUPPORT THE MANAGEMENT OF ORNL IN CONNECTION WITH THE PROVISION OF RESEARCH FACILITIES. ANY UTBDC BOARD VACANCY IS FILLED UPON THE RECOMMENDATION OF JIMMY STONE. THE AUTHORITY UT-BATTELLE HAS OVER UTBDC THROUGH THE UT-BATTELLE EMPLOYEES WHO PERFORM ALL THE WORK, SIT ON THE UTBDC BOARD, AND HOLD ALL THE OFFICES OF UTBDC, GIVE UT-BATTELLE THE PRACTICAL ABILITY TO OPERATE UTBDC AND SUPERVISE ALL ACTIONS TAKEN AND NOT TAKEN BY UTBDC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49000 49000 122190026 64479228 57710798 57759798 CAPITAL LEASE OBLIGATION 24723926 24723926 15725089 0 15725089 0 15725089 11387028 0 11387028 0 11387028 0 0 0 0 0 0 0 0 0 MRS ANN WEAVER VICE PRESIDENT 0 297959 0 90794 0 0 0 0 0 27676 0 416429 0 0 MR ANDREW PETZOLD CHIEF FINANCIAL OFFICER 0 217138 0 21416 0 0 0 0 0 24589 0 263143 0 0 MR JIMMY STONE PRESIDENT 0 209210 0 0 0 0 0 0 0 0 0 209210 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT AND THE CFO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 UT-BATTELLE DEVELOPMENT CORPORATION DOES NOT CURRENTLY HAVE THE POLICIES IN SECTION B IN PLACE, AS ANY PERSONNEL ASSOCIATED WITH THE CORPORATION ARE GOVERNED BY THE RELATED ORGANIZATION'S ORNL POLICIES. FORM 990, PART VI, SECTION C, LINE 19 UT-BATTELLE DEVELOPMENT MAKES THESE DOCUMENTS AVAILIABLE TO THE PUBLIC, UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE FORM 990 SCHEDULE R: UT-BATTELLE DEVELOPMENT CORPORATION AND UT-BATTELLE, LLC ARE RELATED DUE TO COMMON MANAGEMENT. NO COMMON OWNERSHIP EXISTS. UT-BATTELLE LLC PO BOX 2008 MS6432 OAK RIDGE TN 378316432 621788235 MANAGEMENT OF NATIONAL LABORATORY IN OAK RIDGE, TN TN 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 UT-BATTELLE LLC J 11515085 ACCOUNTING RECORDS UT-BATTELLE LLC O 368510 ACCOUNTING RECORDS UT-BATTELLE LLC Q 3633040 ACCOUNTING RECORDS