Nonprofit · EIN 31-4379427
BATTELLE MEMORIAL INSTITUTE
Also known as Battelle Toastmasters
Tax-exempt · COLUMBUS, OH 43201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $13,526,408,187 | $13,402,357,370 | $124,050,817 | $1,927,365,136 | $632,296,395 | $1,295,068,741 |
| September 30, 2024 | 990 | $13,349,081,113 | $13,369,912,851 | -$20,831,738 | $1,795,308,649 | $628,209,833 | $1,167,098,816 |
| September 30, 2023 | 990 | $12,464,254,299 | $12,362,925,805 | $101,328,494 | $1,611,117,235 | $697,750,736 | $913,366,499 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $11,912,917,812
- of which government grants
- $11,736,914,032
- Program service revenue
- $1,530,612,009
- Investment income
- $78,223,810
- Royalties
- $2,239,349
- Net rental income
- $106,203
- Net gain from sales of assets
- $50,163,190
- Other revenue
- $4,654,556
Expenses
- Grants and similar amounts paid
- $19,084,840
- Compensation of officers, directors and key employees
- $22,981,808
- Other salaries and wages
- $5,906,763,205
- Salaries, compensation and benefits (total)
- $8,043,305,247
- Professional fundraising fees
- $0
- Legal fees
- $10,071,694
- Accounting fees
- $989,530
- Occupancy
- $109,163,891
- Travel
- $187,299,855
- Depreciation
- $21,238,549
- Program services (functional)
- $8,880,416,489
- Management and general (functional)
- $4,521,940,881
Balance sheet and other
- Total assets, start of year
- $1,795,308,649
- Total assets, end of year
- $1,927,365,136
- Total liabilities, end of year
- $632,296,395
- Net assets, end of year
- $1,295,068,741
- Land, buildings and equipment
- $194,903,202
- Publicly traded securities
- $659,333,077
- Gross unrelated business income
- $126,604,102
- Gross receipts
- $13,538,031,605
- Employees
- 49,423
- Volunteers
- 0
- Year formed
- 1925
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEWIS VON THAER | PRESIDENT & CEO Officer | 39 | $5,933,094 | $45,302 |
| STEVEN F ASHBY | SR VP, LAB DIRECTOR TO 9/25 Officer | 40 | $1,648,023 | $231,885 |
| MATTHEW L VAUGHAN | EXECUTIVE VP, AS&T Officer | 40 | $1,637,367 | $53,952 |
| RUSSELL P AUSTIN | SR VP, GEN COUNSEL & SECRETARY Officer | 40 | $1,210,374 | $34,830 |
| JUDSON VIRDEN | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $713,646 | $397,332 |
| JUAN ALVAREZ | EXECUTIVE VP, GLB LAB OPS FRM 11/24 Officer | 40 | $996,409 | $82,750 |
| JOHN WAGNER | SR VP, LAB DIRECTOR Officer | 40 | $973,755 | $60,549 |
| MICHAEL SCHLENDER | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $738,571 | $249,849 |
| GEORGE LECAKES | SR VP & GENERAL MANAGER Highest-paid employee | 40 | $965,072 | $13,658 |
| BRIAN ABRAHAMSON | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $733,971 | $112,772 |
| PATRICK F JARVIS | SR VP, MARKETING & COMMUN TO 12/24 Officer | 40 | $774,049 | $50,255 |
| AIMEE KENNEDY | SR VP, CHIEF HR OFFICER Officer | 40 | $760,094 | $46,768 |
| CHRIS BOYNTON | EXECUTIVE VP, CFO Officer | 40 | $745,018 | $58,090 |
| JONATHAN CARTLIDGE | SALES DIRECTOR Highest-paid employee | 40 | $757,356 | $26,787 |
| EDWARD GRECCO | EXECUTIVE VP, CFO TO 05/23 Former | 40 | $760,478 | $6,856 |
17 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS E MASON | SENIOR VP 07/17 TO 11/17 Former | 40 | $759,393 | $21 |
| MARK T PETERS | EXECUTIVE VP, GLB LAB OPS TO 08/24 Former | 40 | $487,164 | $38,887 |
| AMY VERTANEN | ASST TREAS & CONTROLLER TO 01/25 Officer | 40 | $452,569 | $51,045 |
| BRIAN R SMITH | VP & TREASURER Officer | 39 | $437,497 | $50,064 |
| THOMAS E SHARPE | ASST TREASURER & ASST SECR Officer | 39 | $315,614 | $41,553 |
| KIRKLAND H DONALD | CHAIRMAN AND DIRECTOR Trustee or director | 3 | $246,034 | $0 |
| ERICA CLASSING | ASST TREAS & CONTROLLER FRM 03/25 Officer | 40 | $217,281 | $27,774 |
| SEAN C O'KEEFE | DIRECTOR Trustee or director | 3 | $170,898 | $0 |
| JOHN C LECHLEITER | DIRECTOR Trustee or director | 3 | $168,912 | $0 |
| JEFFREY W EDWARDS | DIRECTOR Trustee or director | 3 | $168,449 | $0 |
| STEPHANIE O'SULLIVAN | DIRECTOR TO 09/25 Trustee or director | 3 | $168,403 | $0 |
| SUZANNE M VAUTRINOT | DIRECTOR Trustee or director | 3 | $168,376 | $0 |
| CALVIN G BUTLER | DIRECTOR Trustee or director | 3 | $167,914 | $0 |
| STEPHEN D STEINOUR | DIRECTOR Trustee or director | 3 | $166,286 | $0 |
| WAYNE FREDERICK | DIRECTOR TO 8/25 Trustee or director | 3 | $162,394 | $0 |
| VICKY A BAILEY | DIRECTOR TO 11/24 Trustee or director | 3 | $158,192 | $0 |
| SHANNON BENNENT | SR VP, MARKETING & COMMUN FRM 1/25 Officer | 40 | $0 | $0 |
990 for the year ended September 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEWIS VON THAER | PRESIDENT & CEO Officer | 39 | $5,569,100 | $41,656 |
| MARK T PETERS | EXECUTIVE VP, GLOBAL LAB OPERATIONS Officer | 40 | $2,109,993 | $53,511 |
| MATTHEW L VAUGHAN | EXECUTIVE VP, AS&T Officer | 40 | $2,101,003 | $50,356 |
| RUSSELL P AUSTIN | SR VP, GEN COUNSEL & SECRETARY Officer | 40 | $1,236,320 | $75,190 |
| STEVEN F ASHBY | SR VP, LAB DIRECTOR Officer | 40 | $1,002,318 | $87,323 |
| EDWARD GRECCO | EXECUTIVE VP, CFO TO 05/23 Former | 40 | $1,000,389 | $34,921 |
| JEFFREY SMITH | SR VP LAB OPS Highest-paid employee | 40 | $1,010,691 | $16,273 |
| JOHN WAGNER | SR VP, LAB DIRECTOR Officer | 40 | $919,772 | $52,141 |
| AIMEE KENNEDY | SR VP, CHIEF HR OFFICER Officer | 40 | $827,898 | $47,020 |
| GEORGE LECAKES | SR VP & GENERAL MANAGER Highest-paid employee | 40 | $830,722 | $34,031 |
| PATRICK F JARVIS | SR VP, MARKETING & COMMUNICATIONS Officer | 40 | $795,638 | $46,792 |
| MICHAEL SCHLENDER | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $722,430 | $96,275 |
| THOMAS E MASON | SENIOR VP 07/17 TO 11/17 Former | 40 | $777,383 | $21 |
| JERRY TOTTLER | SR VP LAB OPS Highest-paid employee | 40 | $735,426 | $21,486 |
| ANTHONY PEURRUNG | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $672,615 | $22,183 |
| CHRIS BOYNTON | EXECUTIVE VP, CFO FROM 05/23 Officer | 40 | $641,797 | $39,772 |
| MARK D PERRIGO | ASST TREAS. & CONTROLLER Former | 40 | $532,904 | $39,554 |
| BRIAN R SMITH | VP & TREASURER Officer | 39 | $439,880 | $48,774 |
| AMY VERTANEN | ASST TREAS. & CONTROLLER Officer | 40 | $432,764 | $31,996 |
| THOMAS E SHARPE | ASST TREASURER & ASST SECRETARY Officer | 39 | $311,502 | $56,977 |
| KIRKLAND H DONALD | CHAIRMAN AND DIRECTOR Trustee or director | 3 | $198,501 | $0 |
| RONALD D TOWNSEND | EXECUTIVE VP, GLB LAB OPS TO 01/21 Former | 0 | $194,991 | $0 |
| SEAN C O'KEEFE | DIRECTOR Trustee or director | 3 | $168,202 | $0 |
| SUZANNE M VAUTRINOT | DIRECTOR Trustee or director | 3 | $165,698 | $0 |
| VICKY A BAILEY | DIRECTOR Trustee or director | 3 | $163,246 | $0 |
| MICHAEL J GASSER | DIRECTOR TO 11/23 Trustee or director | 3 | $161,208 | $0 |
| JOHN C LECHLEITER | DIRECTOR Trustee or director | 3 | $160,687 | $0 |
| STEPHEN D STEINOUR | DIRECTOR Trustee or director | 3 | $158,202 | $0 |
| STEPHANIE O'SULLIVAN | DIRECTOR Trustee or director | 3 | $155,791 | $0 |
| WAYNE FREDERICK | DIRECTOR Trustee or director | 3 | $153,209 | $0 |
| JEFFREY W EDWARDS | DIRECTOR FROM 11/23 Trustee or director | 3 | $40,567 | $0 |
| CALVIN G BUTLER | DIRECTOR FROM 11/23 Trustee or director | 3 | $39,130 | $0 |
990 for the year ended September 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEWIS VON THAER | PRESIDENT & CEO Officer | 39 | $4,940,508 | $46,423 |
| MATTHEW L VAUGHAN | EXECUTIVE VP, AS&T Officer | 40 | $1,425,707 | $47,918 |
| EDWARD GRECCO | EXECUTIVE VP, CFO TO 05/23 Officer | 40 | $1,302,340 | $52,334 |
| MARK T PETERS | EXECUTIVE VP, GLOBAL LAB OPS Officer | 40 | $1,259,281 | $51,086 |
| RUSSELL P AUSTIN | SR VP, GEN COUNSEL & SECRETARY Officer | 40 | $1,247,151 | -$334,178 |
| JOHN WAGNER | SR VP, LAB DIRECTOR Officer | 40 | $849,342 | $60,299 |
| STEVEN F ASHBY | SR VP, LAB DIRECTOR Officer | 40 | $955,751 | -$98,492 |
| AIMEE KENNEDY | SR VP, CHIEF HR OFFICER Officer | 40 | $804,533 | $19,014 |
| PATRICK F JARVIS | SR VP, MARKETING & COMMUNICATIONS Officer | 40 | $793,851 | $22,479 |
| RONALD D TOWNSEND | EXECUTIVE VP, GLB LAB OPS TO 01/21 Former | 40 | $749,259 | $0 |
| GEORGE LECAKES | SR VP & GENERAL MANAGER Highest-paid employee | 40 | $858,756 | -$132,045 |
| GARY PRICE | CHIEF RISK OFFICER Highest-paid employee | 40 | $705,015 | $14,398 |
| THOMAS E MASON | SENIOR VP 07/17 TO 11/17 Former | 0 | $656,693 | $4 |
| AMY VERTANEN | ASST TREAS. & CONTROLLER FROM 05/23 Officer | 40 | $442,982 | $22,298 |
| MARK D PERRIGO | ASST TREAS. & CONTROLLER TO 05/23 Officer | 40 | $375,060 | $44,591 |
| BRIAN R SMITH | VP & TREASURER Officer | 39 | $424,464 | -$48,907 |
| MICHAEL SCHLENDER | DEPUTY LAB DIRECTOR, COF Highest-paid employee | 40 | $701,035 | -$333,718 |
| JUD W VIRDEN | ASSOC LAB DIRECTOR Highest-paid employee | 40 | $657,828 | -$402,126 |
| ANTHONY PEURRUNG | DEPUTY LAB DIRECTOR Highest-paid employee | 40 | $666,740 | -$429,838 |
| JOHN K WELCH | CHAIRMAN AND DIRECTOR TO 11/22 Trustee or director | 3 | $185,289 | $0 |
| SEAN C O'KEEFE | DIRECTOR Trustee or director | 3 | $173,443 | $0 |
| KIRKLAND H DONALD | CHAIRMAN AND DIRECTOR FROM 11/22 Trustee or director | 3 | $168,632 | $0 |
| JOHN C LECHLEITER | DIRECTOR Trustee or director | 3 | $168,392 | $0 |
| VICKY A BAILEY | DIRECTOR Trustee or director | 3 | $166,032 | $0 |
| MICHAEL J GASSER | DIRECTOR Trustee or director | 3 | $161,042 | $0 |
| WAYNE FREDERICK | DIRECTOR Trustee or director | 3 | $160,645 | $0 |
| STEPHEN D STEINOUR | DIRECTOR Trustee or director | 3 | $160,615 | $0 |
| SUZANNE M VAUTRINOT | DIRECTOR Trustee or director | 3 | $153,838 | $0 |
| STEPHANIE O'SULLIVAN | DIRECTOR Trustee or director | 3 | $153,323 | $0 |
| THOMAS E SHARPE | ASST TREASURER & ASST SECR Officer | 39 | $299,027 | -$207,925 |
| CHRIS BOYNTON | EXECUTIVE VP, CFO FROM 05/23 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 505 KING AVE, COLUMBUS, OH 43201-2693
- Mailing address (990-N for 2009)
- 505 King Ave, Columbus OH 43201
- Principal officer (990 for 2024)
- LEWIS VON THAER, 505 KING AVENUE, COLUMBUS, OH 432012693
- Principal officer (990-N for 2009)
- Caroline Chu-Jenq, 505 King Ave, Columbus OH 43201
- Signed the 990
- THOMAS E SHARPE, ASSISTANT TREASURER
- Phone
- (614) 424-6424
- Website
- WWW.BATTELLE.ORG
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.
Program accomplishments
- 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.Expenses $8,431,665,332 · revenue $1,074,075,117
- 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.Expenses $429,666,317 · revenue $330,557,832
- 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.Expenses $19,084,840 · grants $19,084,840
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 31-4379427
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U200)
- Assets (IRS master file)
- $1,927,365,136
- Income (IRS master file)
- $13,538,031,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $13,526,408,187 | $13,402,357,370 | $1,927,365,136 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $13,349,081,113 | $13,369,912,851 | $1,795,308,649 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $12,464,254,299 | $12,362,925,805 | $1,611,117,235 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $11,024,946,046 | $11,003,881,954 | $1,503,032,732 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Caroline Chu-Jenq | September 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4379427).
Questions about BATTELLE MEMORIAL INSTITUTE
- What is the EIN of BATTELLE MEMORIAL INSTITUTE?
- The employer identification number (EIN) of BATTELLE MEMORIAL INSTITUTE is 31-4379427.
- Is BATTELLE MEMORIAL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to BATTELLE MEMORIAL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BATTELLE MEMORIAL INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BATTELLE MEMORIAL INSTITUTE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BATTELLE MEMORIAL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BATTELLE MEMORIAL INSTITUTE?
- The 990 for the year ended September 30, 2025 names LEWIS VON THAER.
- Who are the officers and directors of BATTELLE MEMORIAL INSTITUTE?
- The 990 for the year ended September 30, 2025 lists 32 people; 31 received compensation from the organization, the highest $5,933,094 (LEWIS VON THAER, PRESIDENT & CEO).
- How much revenue does BATTELLE MEMORIAL INSTITUTE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $13,526,408,187, expenses of $13,402,357,370 and total assets of $1,927,365,136 at year end.
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