Nonprofit · EIN 62-1867598
UT-BATTELLE DEVELOPMENT CORPORATION
Tax-exempt · OAK RIDGE, TN 37831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $15,725,089 | $11,387,028 | $4,338,061 | $61,212,861 | $25,245,047 | $35,967,814 |
| September 30, 2024 | 990 | $17,867,690 | $14,443,244 | $3,424,446 | $64,773,144 | $33,143,391 | $31,629,753 |
| September 30, 2023 | 990 | $20,499,769 | $17,243,670 | $3,256,099 | $69,353,883 | $41,148,576 | $28,205,307 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $436,861
- Program service revenue
- $11,515,085
- Investment income
- $140,103
- Other revenue
- $3,633,040
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $52,107
- Accounting fees
- $14,944
- Depreciation
- $3,054,751
- Program services (functional)
- $11,179,881
- Management and general (functional)
- $207,147
Balance sheet and other
- Total assets, start of year
- $64,773,144
- Total assets, end of year
- $61,212,861
- Total liabilities, end of year
- $25,245,047
- Net assets, end of year
- $35,967,814
- Land, buildings and equipment
- $57,759,798
- Net assets without donor restrictions
- $35,967,814
- Gross receipts
- $15,725,089
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- TN
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MRS ANN WEAVER | VICE PRESIDENT Officer | 0.12 | $0 | $388,753 | $27,676 |
| MR ANDREW PETZOLD | CHIEF FINANCIAL OFFICER Officer | 0.28 | $0 | $238,554 | $24,589 |
| MR JIMMY STONE | PRESIDENT Trustee or director, Officer | 3.69 | $0 | $209,210 | $0 |
| MRS NICOLE PORTER | GENERAL COUNSEL AND SECRET Officer | 2.88 | $52,000 | $0 | $0 |
| MR JUAN ALVAREZ | CHAIR Trustee or director | 0 | $0 | $0 | $0 |
| DAVID BRADSHAW | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR ROBERT VAN HOOK | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR SUSAN HUBBARD | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR KARI BABSKI-REEVES | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR JIMMY STONE | PRESIDENT Trustee or director, Officer | 2.83 | $0 | $413,408 | $16,246 |
| MRS ANN WEAVER | VICE PRESIDENT Officer | 0.22 | $0 | $300,786 | $27,256 |
| MR ANDREW PETZOLD | CHIEF FINANCIAL OFFICER Officer | 0.59 | $0 | $221,624 | $24,429 |
| MRS NICOLE PORTER | GENERAL COUNSEL AND SECRET Officer | 2.88 | $45,750 | $0 | $0 |
| MR JUAN ALVAREZ | CHAIR Trustee or director | 0 | $0 | $0 | $0 |
| DAVID BRADSHAW | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR ROBERT VAN HOOK | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR SUSAN HUBBARD | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR KARI BABSKI-REEVES | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR JIMMY STONE | PRESIDENT Trustee or director, Officer | 0.09 | $0 | $391,494 | $16,114 |
| MRS ANN WEAVER | VICE PRESIDENT Officer | 0.09 | $0 | $261,276 | $24,697 |
| MRS NICOLE PORTER | GENERAL COUNSEL AND SECRET Officer | 2.87 | $0 | $243,354 | $19,457 |
| MR ANDREW PETZOLD | CHIEF FINANCIAL OFFICER Officer | 0.26 | $0 | $209,124 | $22,655 |
| DR MARK PETERS | CHAIR Trustee or director | 0 | $0 | $0 | $0 |
| DAVID BRADSHAW | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| DR ROBERT VAN HOOK | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| MR JEFFREY W SMITH | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| STEVE JONES | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2008, OAK RIDGE, TN 37831-2008
- In care of
- % STEVEN L PORTER
- Principal officer (990 for 2024)
- ANDREW PETZOLD, PO BOX 2008 MS-6262, OAK RIDGE, TN 378316262
- Signed the 990
- ANDREW PETZOLD, CFO
- Phone
- (865) 241-8657
- Return prepared by
- COULTER & JUSTUS PC
Mission
MANAGEMENT OF SCIENTIFIC FACILITIES
Program accomplishments
- A PUBLIC BENEFIT NOT-FOR-PROFIT CORPORATION ORGANIZED TO SUPPORT THE MANAGEMENT OF ORNL IN CONNECTION WITH THE PROVISION OF RESEARCH FACILITIES.Expenses $11,179,881 · revenue $15,148,125
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 62-1867598
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U99)
- Assets (IRS master file)
- $61,212,861
- Income (IRS master file)
- $15,725,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $15,725,089 | $11,387,028 | $61,212,861 | XML |
| 990 | September 2024 | $17,867,690 | $14,443,244 | $64,773,144 | XML |
| 990 | September 2023 | $20,499,769 | $17,243,670 | $69,353,883 | XML |
| 990 | September 2022 | $23,986,732 | $21,194,718 | $72,644,900 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 62-1867598).
Questions about UT-BATTELLE DEVELOPMENT CORPORATION
- What is the EIN of UT-BATTELLE DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of UT-BATTELLE DEVELOPMENT CORPORATION is 62-1867598.
- Is UT-BATTELLE DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to UT-BATTELLE DEVELOPMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UT-BATTELLE DEVELOPMENT CORPORATION 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 UT-BATTELLE DEVELOPMENT CORPORATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UT-BATTELLE DEVELOPMENT CORPORATION 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 UT-BATTELLE DEVELOPMENT CORPORATION?
- The 990 for the year ended September 30, 2025 names ANDREW PETZOLD.
- Who are the officers and directors of UT-BATTELLE DEVELOPMENT CORPORATION?
- The 990 for the year ended September 30, 2025 lists 9 people; 1 received compensation from the organization.
- How much revenue does UT-BATTELLE DEVELOPMENT CORPORATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $15,725,089, expenses of $11,387,028 and total assets of $61,212,861 at year end.
Other nonprofits in OAK RIDGE
- AMERICAN CHEMICAL SOCIETY EIN 52-6060201 · last filed 990-EZ for 2025
- INTERNATIONAL NUCLEAR TARGET DEVELOPMENT SOCIETY EIN 92-3767952 · last filed 990-N for 2025
- TENNESSEE VALLEY STELLAR CORPORATION EIN 87-2009270 · last filed 990-N for 2025
- OAK RIDGE ASSOCIATED UNIVERSITIES INC EIN 62-0476816 · last filed 990 for 2025
- EMORY VALLEY CENTER INC EIN 62-0762198 · last filed 990 for 2025
- RIDGEVIEW PSYCHIATRIC HOSPITAL AND AND CENTER INC EIN 62-0579512 · last filed 990 for 2025
- CONTACT HELPLINE INC EIN 62-0912261 · last filed 990 for 2024
- ORAU FOUNDATION EIN 58-1512615 · last filed 990 for 2025
All nonprofits in OAK RIDGE · Tennessee · Science and technology