Battelle Memorial Institute, Battelle Toastmasters in Columbus, Ohio (OH)

Battelle Memorial Institute, Battelle Toastmasters
Employer Identification Number (EIN)	314379427
Name of Organization	Battelle Memorial Institute
Secondary Name	Battelle Toastmasters
In Care of Name	Caroline Chu-Jenq
Address	505 King Ave, Columbus, OH 43201
Subsection	Charitable Organization
Ruling Date	10/2002
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Exempt Organization Status	Unconditional Exemption
Tax Period	2009
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$1,273,610,617
Amount of Income	$5,246,838,271
Form 990 Revenue Amount	$4,791,885,931
National Taxonomy of Exempt Entities (NTEE)	Science and Technology Research Institutes, Services: Science, General

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	No	No
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	Yes	Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	Yes	Yes
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	Yes	Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	Yes	Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	Yes	Yes
A family member of a current or former officer, director, trustee, or key employee?	Yes	Yes
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	Yes	Yes
Did the organization receive more than $25,000 in non-cash contributions?	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	Yes	Yes
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	Yes	Yes
Did the organization make any transfers to an exempt non-charitable related organization?	Yes	Yes
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	Yes	Yes

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		3,750	3,544
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		24,712	23,768
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		Yes	Yes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$15,906,384	$10,012,616
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$5,481,601	$4,762,683
Total number of individuals who received more than $100,000 of reportable compensation from the organization	6,857	6,747
Total number of independent contractors who received more than $100,000 of compensation from the organization	922	1,022

	2011	2012	2013
Statement of Revenue
Total revenue	$5,517,446,303	$5,234,444,021	$4,791,885,931
Contributions, Gifts, Grants and Other Similar Amounts	$4,550,460,328	$4,368,714,116	$4,044,734,254
Program Service Revenue	$913,006,990	$818,334,334	$698,265,823
541700		$702,175,650	$564,609,699
541700		$116,158,684	$133,656,124
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$7,146,337	$6,726,522	$7,504,123
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$7,592,488	$6,438,793	$8,233,544
Net rental income	$24,465	$560,427	$328,855
Gross rents (Real / Personal)	$669,513 / $0	$1,503,877 / $0	$806,278 / $0
Less: rental expenses (Real / Personal)	$645,048 / $0	$943,450 / $0	$477,423 / $0
Rental income or (loss) (Real / Personal)	$24,465 / $0	$560,427 / $0	$328,855 / $0
Net gain/loss from sales of assets other than inventory	$23,634,879	$26,634,258	$26,447,961
Gross amount from sales of assets other than inventory (Securities / Other)	$152,806,182 / $51,820	$221,705,573 / $114,126	$480,815,902 / $106,976
Less: cost or other basis and sales expenses (Securities / Other)	$129,052,712 / $170,411	$193,433,332 / $1,752,109	$451,285,223 / $3,189,694
Gain or (loss) (Securities / Other)	$23,753,470 / $-118,591	$28,272,241 / $-1,637,983	$29,530,679 / $-3,082,718
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$15,580,816	$7,035,571	$6,371,371
541700		$2,841,863	$5,016,652
541700		$2,322,537	$1,354,719
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$5,517,019,377	$5,275,360,157	$4,813,672,278
Grants and other assistance to domestic organizations and domestic governments		$6,706,002	$3,780,523
Grants and other assistance to domestic individuals		$31,800	$39,823
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$10,000	$10,000
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$13,606,766	$9,973,718	$6,826,635
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$2,011,576,660	$1,945,917,719	$1,869,631,740
Pension plan accruals and contributions		$170,358,843	$126,270,475
Other employee benefits		$415,534,995	$375,086,134
Payroll taxes	$142,213,060	$120,678,463	$114,548,996
Fees for services (non-employees)
Management		$992,762,059	$869,982,362
Legal		$3,983,988	$11,852,655
Accounting		$994,699	$174,344
Lobbying		$711,202	$828,145
Professional fundraising services	$0	$0	$0
Investment management fees		$1,176,219	$1,163,506
Other		$966,346,580	$451,556,475
Advertising and promotion		$1,178,852	$1,121,792
Office expenses		$17,786,739	$13,689,268
Information technology		$25,435,978	$55,729,262
Royalties		$316,106	$290,847
Occupancy		$141,116,238	$163,146,728
Travel		$93,747,008	$81,058,720
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$3,156,074	$2,155,667
Interest		$8,509,621	$7,575,628
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$38,441,673	$36,105,990
Insurance		$6,397,270	$5,740,164
Other expenses		$213,695,650	$510,099,754
Other expenses		$37,240,484	$38,306,731
Other expenses		$30,084,964	$28,921,004
Other expenses		$12,965,906	$8,493,394
Other expenses		$10,101,307	$29,485,516

	2011	2012	2013
Balance Sheet
Total assets	$1,249,023,195	$1,265,541,358	$1,273,610,617
Cash - non-interest-bearing		$32,178,784	$40,908,288
Savings and temporary cash investments		$34,147,952	$80,947,881
Pledges and grants receivable, net		$0	$0
Accounts receivable, net		$291,598,276	$248,062,141
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$11,795,049	$9,752,566
Prepaid expenses and deferred charges		$23,828,104	$26,667,649
Land, buildings, and equipment: cost or other basis		$443,770,863	$431,695,267
Investments - publicly traded securities		$264,919,566	$269,158,520
Investments - other securities		$141,534,071	$144,923,611
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$21,768,693	$21,494,694
Total liabilities	$693,534,114	$733,600,890	$543,231,553
Accounts payable and accrued expenses		$148,743,414	$137,916,589
Grants payable		$0	$0
Deferred revenue		$34,975,006	$20,352,255
Tax-exempt bond liabilities	$17,979,000	$17,901,256	$17,820,000
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$168,500,054	$178,600,000	$188,999,665
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$353,381,214	$178,143,044
Total net assets or fund balances	$555,489,081	$531,940,468	$730,379,064
Unrestricted net assets		$0	$0
Temporarily restricted net assets		$0	$0
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$555,489,081	$531,940,468	$730,379,064

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$21,423,237,548
Subtotal Support	$21,423,237,548
Gifts, grants, contributions, and membership fees received	$21,423,237,548
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$0
Total Support	$21,577,296,952
Public Support	$21,423,237,548
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$152,298,742
Net income from unrelated business activities, whether or not the business is regularly carried on	$1,760,662
Other income. Do not include gain or loss from the sale of capital assets	$0
Gross receipts from related activities, etc.	$4,265,808,267

	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$1,953,230,112	$2,061,045,030	$2,164,986,517	$3,436,641,206	$3,806,286,465	$4,169,284,385	$4,600,898,318
Contributions, gifts, grants, and similar amounts received	$1,303,058,593	$1,739,453,927	$1,808,988,083	$2,770,608,989	$2,999,298,954	$3,272,337,285	$3,711,462,617
Contributions to donor advised funds						$0	$0
Direct public support	$0	$0	$0	$0	$0	$0	$0
Indirect public support	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$1,303,058,593	$1,739,453,927	$1,808,988,083	$2,770,608,989	$2,999,298,954	$3,272,337,285	$3,711,462,617
Program service revenue including government fees and contracts	$571,854,869	$294,985,763	$329,631,573	$639,568,115	$771,635,423	$858,110,352	$851,359,882
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$781,506	$705,409	$1,293,426	$2,519,543	$3,614,428	$3,762,159	$3,319,622
Dividends and interest from securities	$9,388,680	$7,943,032	$7,838,355	$8,581,515	$8,336,250	$11,258,755	$8,067,805
Net rental income or (loss)	$289,600	$564,914	$277,296	$484,246	$186,800	$267,881	$-51,621
Gross rents	$3,049,000	$2,831,178	$2,878,800	$2,922,923	$2,545,754	$913,357	$972,256
Less: rental expenses	$2,759,400	$2,266,264	$2,601,504	$2,438,677	$2,358,954	$645,476	$1,023,877
Other investment income	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$56,011,982	$5,828,537	$7,868,168	$9,068,579	$11,920,127	$16,565,799	$8,632,220
Gross amount from sales of assets other than inventory	$175,379,602	$16,992,993	$36,621,817	$48,143,698	$653,127,584	$192,566,717	$295,398,005
Less: cost or other basis and sales expenses	$119,367,620	$11,164,456	$28,753,649	$39,075,119	$641,207,457	$176,000,918	$286,765,785
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0
Other revenue	$11,844,882	$11,563,448	$9,089,616	$5,810,219	$11,294,483	$6,982,154	$18,107,793
Total expenses	$1,865,475,862	$2,027,600,065	$2,134,592,288	$3,405,498,746	$3,765,268,838	$4,145,803,437	$4,584,303,673
Program services	$1,619,646,273	$1,757,886,161	$1,849,350,063	$2,727,817,759	$3,014,205,959	$3,320,688,010	$3,669,856,217
Management and general	$245,829,589	$269,713,904	$285,242,225	$677,680,987	$751,062,879	$825,115,427	$914,447,456
Fundraising	$0	$0	$0	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$507,074,841	$540,587,614	$673,957,807	$734,331,650	$758,522,316	$1,019,836,120	$862,376,837
Excess or (deficit) for the year	$87,754,250	$33,444,965	$30,394,229	$31,142,460	$41,017,627	$23,480,948	$16,594,645
Net assets or fund balances at beginning of year	$422,292,588	$507,074,841	$540,587,614	$673,957,807	$734,331,650	$758,522,316	$1,019,836,120
Other changes in net assets or fund balances	$-2,971,997	$67,808	$102,975,964	$29,231,383	$-16,826,961	$237,832,856	$-174,053,928

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$4,584,303,673	$3,669,856,217	$914,447,456	$0
Grants paid from donor advised funds		$0
Other grants and allocations		$12,066,385
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$15,458,150	$12,366,520	$3,091,630	$0
Compensation of former officers, directors, key employees, etc.	$1,931,195	$1,544,956	$386,239	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$1,747,314,492	$1,397,851,594	$349,462,898	$0
Pension plan contributions not included above	$47,164,116	$37,731,293	$9,432,823	$0
Employee benefits not included above	$260,909,495	$208,727,596	$52,181,899	$0
Payroll taxes	$111,258,626	$89,006,901	$22,251,725	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$1,175,455	$940,364	$235,091	$0
Legal fees	$7,960,967	$6,368,774	$1,592,193	$0
Supplies	$546,663,339	$437,330,671	$109,332,668	$0
Telephone	$11,440,408	$9,152,326	$2,288,082	$0
Postage and shipping	$14,574,446	$11,659,557	$2,914,889	$0
Occupancy	$107,470,288	$85,976,230	$21,494,058	$0
Equipment rental and maintenance	$58,414,628	$46,731,702	$11,682,926	$0
Printing and publications	$5,088,766	$4,071,013	$1,017,753	$0
Travel	$100,294,010	$80,235,208	$20,058,802	$0
Conferences, conventions, and meetings	$0	$0	$0	$0
Interest	$7,725,983	$6,180,786	$1,545,197	$0
Depreciation, depletion, etc.	$31,542,670	$25,234,136	$6,308,534	$0
Other expenses not covered above	$1,495,850,254	$1,196,680,205	$299,170,049	$0

	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$759,144,925	$776,839,432	$920,499,286	$1,064,060,286	$1,113,161,318	$1,433,125,203	$1,272,380,658
Cash - non-interest-bearing	$0	$0	$0	$13,194,825	$34,828,030	$33,774,900	$50,434,057
Savings and temporary cash investments	$51,653,951	$39,791,554	$22,102,495	$16,414,450	$5,150,538	$22,594,446	$32,315,526
Accounts receivable less allowance for doubtful accounts	$119,638,673	$140,863,868	$169,694,044	$233,439,518	$244,404,176	$282,951,182	$293,696,954
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)						$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$0	$0	$0	$5,040,692	$3,587,682	$2,922,913	$2,291,354
Inventories for sale or use	$1,905,310	$3,684,733	$3,803,651	$5,742,729	$7,483,371	$6,455,814	$7,091,463
Prepaid expenses and deferred charges	$2,369,427	$1,992,592	$2,025,521	$16,816,799	$18,355,864	$275,553,899	$195,200,823
Investments - publicly-traded securities						$403,442,337	$264,733,962
Investments - other securities	$257,651,310	$241,430,822	$367,829,611	$383,156,797	$384,826,267	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0	$0
Investments - other	$57,952,992	$74,057,209	$91,100,560	$106,820,661	$94,049,196	$94,818,719	$102,961,143
Land, buildings, and equipment less accumulated depreciation	$232,029,458	$241,372,470	$247,896,431	$259,163,712	$289,889,407	$289,864,377	$305,400,659
Other assets, including program-related investments	$35,943,804	$33,646,184	$16,046,973	$24,270,103	$30,586,787	$20,746,616	$18,254,717
Total liabilities	$252,070,084	$236,251,818	$246,541,479	$329,728,636	$354,639,002	$413,289,083	$410,003,821
Accounts payable and accrued expenses	$93,189,811	$76,118,772	$89,826,566	$150,456,277	$149,013,397	$186,263,297	$179,854,846
Grants payable	$0	$0	$0	$0	$0	$0	$0
Deferred revenue	$203,700	$166,847	$171,195	$38,117,233	$49,854,840	$43,286,944	$43,586,949
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$18,429,699	$18,374,090	$18,315,993	$18,254,830	$18,590,684
Mortgages and other notes payable	$134,646,333	$146,912,333	$117,867,001	$98,556,500	$105,456,000	$89,912,500	$87,500,000
Other liabilities	$24,030,240	$13,053,866	$20,247,018	$24,224,536	$31,998,772	$75,571,512	$80,471,342
Total liabilities and net assets/fund balances	$759,144,925	$776,839,432	$920,499,286	$1,064,060,286	$1,113,161,318	$1,433,125,203	$1,272,380,658
Total net assets or fund balances	$507,074,841	$540,587,614	$673,957,807	$734,331,650	$758,522,316	$1,019,836,120	$862,376,837

	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$0	$0	$0	$3,436,641,206	$3,806,286,465	$4,169,284,385	$4,600,898,318
Total revenue, gains, and other support per audited financial statements	$0	$0	$0	$3,463,754,180	$3,850,157,759	$4,208,859,633	$4,631,005,184
Other expenses	$0	$0	$0	$27,112,974	$43,871,294	$39,575,248	$41,512,076
Net unrealized gains on investments	$0	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$27,112,974	$43,871,294	$39,575,248	$41,512,076
Other revenue	$0	$0	$0	$0	$0	$0	$11,405,210
Investment expenses	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$11,405,210

	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$0	$0	$0	$3,405,498,746	$3,765,268,838	$4,145,803,437	$4,584,303,673
Total expenses and losses per audited financial statements	$0	$0	$0	$3,434,228,745	$3,808,190,593	$4,200,504,001	$4,618,141,241
Other revenue	$0	$0	$0	$28,729,999	$42,921,755	$54,700,564	$45,242,778
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$28,729,999	$42,921,755	$54,700,564	$45,242,778
Other expenses	$0	$0	$0	$0	$0	$0	$11,405,210
Investment expenses	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$11,405,210

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
40	$2,197,811	$60,064	$11,937
40	$766,420	$19,708	$0
40	$2,772,844	$73,922	$40,884
40	$855,324	$26,281	$14,210
40	$521,771	$22,985	$0
40	$779,164	$31,937	$6,567
40	$494,657	$25,813	$0
40	$396,166	$15,878	$0
40	$508,682	$40,039	$0
40	$620,679	$43,487	$0
40	$489,471	$9,443	$10,559
40	$373,994	$14,207	$0
40	$628,983	$42,278	$0
40	$409,767	$16,997	$0
40	$396,793	$34,231	$0
40	$796,934	$46,259	$0
40	$262,301	$26,189	$0
40	$277,990	$27,203	$0
40	$235,351	$29,792	$0
40	$146,015	$21,163	$0
3	$95,000	$0	$0
3	$90,000	$0	$0
3	$90,000	$0	$0
3	$90,000	$0	$0
3	$90,000	$0	$0
3	$90,000	$0	$0
3	$75,000	$0	$0
3	$15,000	$0	$0
3	$90,000	$0	$0
3	$90,000	$0	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Loans and Advances	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
$0	$297	$0	$0
$0	$20,800	$833	$0
$0	$963,945	$61,104	$0
$0	$436,863	$18,620	$33,037
$0	$366,752	$28,944	$0

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	No
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	Yes
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	19,726

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$10,061,578		$36,215,164	$843,158,959
Program service revenue
Program service revenue 1	Scientific research and development services	$8,200,923	00	$0	$57,419,428
Program service revenue 2	000000	$0	00	$0	$0
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$785,739,531
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	Passive income activities with controlled organizations	$1,308,752	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$2,010,870	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$8,067,805	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	Passive income activities with controlled organizations	$1,664	Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)	$-53,285	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$8,632,220	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	Passive income activities with controlled organizations	$550,239	Royalty income excluded by section 512(b)(2)	$17,557,554	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
314379427	100%	$4,437,410	$57,295,482
113403915	50%	$531,026,494	$29,558,424
621788235	50%	$1,274,296,224	$24,663,512
043851808	100%	$25,575,431	$6,896,807

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$676,676	$26,152	$40,330
$609,007	$18,194	$12,527
$531,383	$22,634	$3,734
$493,903	$23,083	$3,734
$493,331	$22,903	$3,734

Total number of other employees paid over $50,000	9,999

Total number of other employees paid over $50,000

9,999

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$925,687
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	No
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$588,780,350	$1,817,353,146	$2,001,501,462	$2,806,177,367	$3,424,629,814	$3,779,808,480	$4,143,270,886
Gifts, grants, and contributions received	$248,203,296	$1,306,023,605	$1,742,926,303	$2,517,471,284	$2,770,608,989	$2,999,298,954	$3,272,337,285
Membership fees received	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$330,953,921	$490,169,803	$239,669,530	$271,897,610	$635,427,244	$756,707,092	$848,257,539
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$9,623,133	$21,159,738	$18,905,629	$16,808,473	$18,593,581	$23,802,434	$22,676,062
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$-5,299,827	$668	$-7,124,926
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$8,032,349	$0	$0
Gross profit	$168,574	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$-7,383,213	$43	$-7,383,213
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$1,873,751	$1,825,099	$48,652
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$41,061	$0	$41,061

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$580,710
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$54,179
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$526,531
Unrelated business taxable income	$-7
Unrelated business taxable income before net operating loss deduction	$-7,705,636
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$-7,705,636
Specific deduction	$1,000

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12	Transportation Research Center Inc	10820 State Route 347, East Liberty, OH 43319-9473	OH	1989-07	$26,339,757
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17	Fine Arts Association Willoughby	38660 Mentor Ave, Willoughby, OH 44094-7715	OH	1959-10	$2,644,628
18	Medina County Art League	224 W Liberty St, Medina, OH 44256	OH	1981-01	$28,948
19	Ohio Association Of Broadcasters	17 S High St Ste 1010, Columbus, OH 43215-3481	OH	1955-08	$1,161,847
20	Society Of Creative Designers Inc	PO BOX 488, Zanesville, OH 43702-0488	OH	1978-08	$28,029

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