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Nonprofit · EIN 23-7451397

BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Tax-exempt · COLUMBUS, OH 43201

Financials

$118.8M$123M2022$143.6M$144.3M2023$157.7M$158.7M2024
Revenue Expenses · by fiscal year end
Financials of BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$157,702,007$158,712,184-$1,010,177$3,318,537$0$3,318,537
September 30, 2024990$143,610,964$144,256,187-$645,223$4,328,714$0$4,328,714
September 30, 2023990$118,820,187$122,983,591-$4,163,404$4,973,937$0$4,973,937
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$150,699,133
Investment income
$174,952
Other revenue
$6,827,922

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$147,376,367
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$147,376,367
Management and general (functional)
$11,335,817

Balance sheet and other

Total assets, start of year
$4,328,714
Total assets, end of year
$3,318,537
Total liabilities, end of year
$0
Net assets, end of year
$3,318,537
Publicly traded securities
$3,318,537
Gross receipts
$157,702,007
Employees
0
Volunteers
0
Year formed
1975
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRIAN SMITHTREASURER
Trustee or director, Officer
1$0$437,497$50,064
KIM BAUGESSTRUSTEE
Trustee or director
1$0$249,325$17,306
DAVE DAVENPORTPRESIDENT
Trustee or director, Officer
1$0$211,792$29,815
KIM GOBLESECRETARY
Trustee or director, Officer
1$0$115,183$27,414
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRIAN SMITHTREASURER
Trustee or director, Officer
1$0$439,880$48,774
KIM BAUGESSTRUSTEE
Trustee or director
1$0$238,633$18,966
DAVE DAVENPORTPRESIDENT
Trustee or director, Officer
1$0$218,890$14,333
KIM GOBLESECRETARY
Trustee or director, Officer
1$0$111,298$33,737
990 for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRIAN SMITHTREASURER
Trustee or director, Officer
1$0$424,464-$48,907
DAVE DAVENPORTPRESIDENT
Trustee or director, Officer
1$0$212,816$13,925
KIM BAUGESSTRUSTEE
Trustee or director
1$0$250,898-$85,523
KIM GOBLESECRETARY
Trustee or director, Officer
1$0$99,125-$49,622

Address and contacts

Address (IRS master file)
505 KING AVE, COLUMBUS, OH 43201-2696
Principal officer (990 for 2024)
DAVE DAVENPORT, 505 KING AVENUE, COLUMBUS, OH 43201
Signed the 990
DAVE DAVENPORT, PRESIDENT
Phone
(614) 424-7530
Return prepared by
MEADEN & MOORE ADVISORS LLC

Mission

PROVIDING FOR PAYMENT OF EMPLOYEE BENEFITS THROUGH PLANS INCLUDING BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF, BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI ACTIVE STAFF, BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI RETIREES, BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI RETIREES, AND BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLAN.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDED FOR PAYMENT OF MEDICAL BENEFITS FOR MEMBERS (7,648 ACTIVE, RETIRED, OR SEPARATED PARTICIPANTS)
    Expenses $138,100,900 · revenue $141,214,540
  • PROVIDED FOR PAYMENT OF LONG-TERM DISABILITY BENEFITS FOR MEMBERS (2 RETIRED OR SEPARATED PARTICIPANTS)
    Expenses $5,023 · revenue $5,136
  • PROVIDED FOR PAYMENT OF DENTAL BENEFITS FOR MEMBERS (9,456 ACTIVE, RETIRED, OR SEPARATED PARTICIPANTS)
    Expenses $9,270,444 · revenue $9,479,457

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
23-7451397
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1999
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,318,537
Income (IRS master file)
$157,702,007

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$157,702,007$158,712,184$3,318,537XML
990September 2024$143,610,964$144,256,187$4,328,714XML
990September 2023$118,820,187$122,983,591$4,973,937XML
990September 2022$96,967,966$102,509,041$9,137,341IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 23-7451397).

Questions about BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

What is the EIN of BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The employer identification number (EIN) of BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION is 23-7451397.
Is BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
Are donations to BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The 990 for the year ended September 30, 2025 names DAVE DAVENPORT.
Who are the officers and directors of BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BATTELLE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $157,702,007, expenses of $158,712,184 and total assets of $3,318,537 at year end.

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