BATTELLE EDUCATION (EIN 460585021) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

WESLEY HALL

Phone

6144243439

Tax Period

2023-10-01 to 2024-09-30

BATTELLE EDUCATION, founded in 2012, is a community nonprofit in the Human Services sector that reported $6.1M in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring.

Mission

SEE MISSION STATEMENT ON SCHEDULE OBATTELLE EDUCATION WAS FORMED TO EXCLUSIVELY SUPPORT AND BENEFIT BATTELLE MEMORIAL INSTITUTE AND ITS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES BY ENCOURAGING, FACILITATING, AND PROMOTING SCIENCE, TECHNOLOGY, ENGINEERING AND MATH ("STEM") EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,369,048

Program Service Revenue $512,637

Investment Income $222,371

Other Revenue $0

TOTAL REVENUE $6,104,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,039,156

Fundraising Expenses $0

Program Expenses $5,821,548

Other Expenses $4,044,558

TOTAL EXPENSES $6,083,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,104,056	$14,527,784	-0.6%
Expenses	$6,083,714	$15,584,223	-0.6%
Net Income	$20,342	$-1,056,439	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,043,494

Total Directors

$6,154,427

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEWIS VON THAER	DIRECTOR	1.00	Director	$0	$41,656	$5,610,756
WES HALL	DIRECTOR & PRESIDENT	10.00	Officer Director	$0	$29,462	$543,671
THOMAS E SHARPE	SECRETARY	1.00	Officer	$0	$56,977	$368,479
BRIAN SMITH	ASSISTANT TREASURER	1.00	Officer	$0	$48,774	$488,654
REGINA SCHOFIELD	DIR OF EXTERNAL PARTNER	1.00	Officer	$0	$29,658	$348,251
DAVID BURNS	DIR OF EXTERNAL PARTNER	1.00	Officer	$0	$36,266	$294,439
BRANDI STROECKER	MANAGER STEM NETWORK	40.00	Highest	$107,309	$33,213	$140,522
AIMEE KENNEDY TO 1019	FORMER DIRECTOR & PRESIDENT	0.00		$0	$47,020	$874,918
TIFFANY ESSEX TO 1019	FORMER TREASURER	0.00		$0	$22,635	$149,225

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$6,104,056	$6,083,714	$3,918,713	$20,342
2023	$14,527,784	$15,584,223	$4,569,181	$-1,056,439
2022	$9,162,166	$8,843,681	$3,745,984	$318,485
2021	$4,450,012	$4,399,962	$2,236,919	$50,050
2020	$3,269,704	$3,291,253	$2,343,213	$-21,549
2019	$2,973,143	$2,807,981	$2,852,931	$165,162
2018	$2,273,934	$2,388,672	$2,433,400	$-114,738

BATTELLE EDUCATION