Civic Intelligence

Bell Leadership Association for Developing Excellence

990EZ • Fiscal year 2015 • EIN 26-3805893

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

PO Box 482Fort Worth, TX 76101

(817) 280-5327

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-7.7%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-7.6%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$25,699

Down $2,110 (-7.6%) from 2014

Net Assets

Down

$25,699

Down $2,110 (-7.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$27,434

Down $6,699 (-20%) from 2014

Expenses

Down

$29,544

Down $7,970 (-21%) from 2014

Net Income

Up

-$2,110

Up $1,271 (+38%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2013: $31,190Liabilities 2013: $0Net Assets 2013: $31,1902013Assets 2014: $27,809Liabilities 2014: $0Net Assets 2014: $27,8092014Assets 2015: $25,699Liabilities 2015: $0Net Assets 2015: $25,6992015Assets 2016: $26,360Liabilities 2016: $0Net Assets 2016: $26,3602016Assets 2017: $31,928Liabilities 2017: $0Net Assets 2017: $31,9282017Assets 2018: $34,073Liabilities 2018: $0Net Assets 2018: $34,0732018Assets 2019: $27,044Liabilities 2019: $0Net Assets 2019: $27,0442019Assets 2020: $22,803Liabilities 2020: $0Net Assets 2020: $22,8032020Assets 2021: $24,935Liabilities 2021: $0Net Assets 2021: $24,9352021Assets 2022: $16,846Liabilities 2022: $0Net Assets 2022: $16,8462022Assets 2023: $14,549Liabilities 2023: $0Net Assets 2023: $14,5492023Assets 2024: $14,346Liabilities 2024: $0Net Assets 2024: $14,3462024

Highlighted filing

2015

Assets$25,699
Liabilities$0
Net Assets$25,699

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $37,185Expenses 2013: $41,911Net Income 2013: -$4,7262013Revenue 2014: $34,133Expenses 2014: $37,514Net Income 2014: -$3,3812014Revenue 2015: $27,434Expenses 2015: $29,544Net Income 2015: -$2,1102015Revenue 2016: $19,694Expenses 2016: $19,033Net Income 2016: $6612016Revenue 2017: $23,141Expenses 2017: $17,573Net Income 2017: $5,5682017Revenue 2018: $20,263Expenses 2018: $18,119Net Income 2018: $2,1442018Revenue 2019: $26,840Expenses 2019: $33,869Net Income 2019: -$7,0292019Revenue 2020: $24,298Expenses 2020: $28,539Net Income 2020: -$4,2412020Revenue 2021: $28,015Expenses 2021: $25,883Net Income 2021: $2,1322021Revenue 2022: $24,503Expenses 2022: $32,592Net Income 2022: -$8,0892022Revenue 2023: $22,811Expenses 2023: $25,108Net Income 2023: -$2,2972023Revenue 2024: $23,731Expenses 2024: $23,934Net Income 2024: -$2032024

Highlighted filing

2015

Revenue$27,434
Expenses$29,544
Net Income-$2,110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$27,434
Mission and Program Overview

Mission

Bell leadership association for developing excellence (blade) is a local association of employees at bell helicopter textron, inc. In tarrant county, texas. All earnings of blade are devoted exclusively to the following educational purposes.a) develop a professional spirit through teamwork.b) provide opportunities for professional and personal development through practice.c) provide opportunities for exchange of ideas and information on leadership skills.d) encourage the spirit of unity, teamwork, and cooperation among employees.e) advance leadership by education and association through its chartered affiliates and membership, ensure unity among leaders, and strengthen the free enterprise system.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$0$0
NUMBER OF CLIENTS SERVICED: 227$0$0
PUBLICATIONS ISSUES: BI-MONTHLY NEWSLETTER$0$0
FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS:ACHIEVEMENTS:*MONTHLY EDUCATIONAL SERIES - FOCUS ON CUSTOMER SERIES - EXECUTIVE SERIES - PROFESSIONAL ETIQUETTE SERIES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CURTIS WATSONPresident-$0--
TOM REILLYBoard Chair-$0--
TRICIA L HIROSBoard Member-$0--
CATHERINE KILMAINBoard Member-$0--
RUDY LOPEZBoard Member-$0--
JENNIFER PETERSONBoard Member-$0--
ROBBIE YARBROUGHBoard Member-$0--
AMBERLY ZIEGENHORNBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Bell Leadership Association for
EIN
26-3805893
Phone
8172805327
Address
PO BOX 482, FORT WORTH, TX 76101

Signing Officer

Name
Jenny Bernard
Title
Treasurer
Phone
8172805327
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
801 CHERRY STREET SUITE 1400, FORT WORTH, TX 76102
Preparer
Candace S Blair CPA
Phone
8178775000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 12.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: cherise lee. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 06/23/15. Amount given: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: samantha jo severson. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 06/23/15. Amount given: 1,300.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: lakin wolever. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 06/23/15. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: bellaire elementary school. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 12/17/15. Amount given: 1,655. Total included on form 990-ez, line 10: 6,155.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: events/activity. Amount: 21,500. Description: dues & subscriptions. Amount: 1,248. Description: bank fees. Amount: 27. Description: office expenses. Amount: 439. Description: awards. Amount: 175. Total to form 990-ez, line 16: 23,389.

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum08172802046
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03255 BELL HELICOPTER BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CURTIS WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA L HIROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE KILMAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUDY LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBBIE YARBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMBERLY ZIEGENHORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023389
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0BELL LEADERSHIP ASSOCIATION FOR DEVELOPING EXCELLENCE (BLADE) IS A LOCAL ASSOCIATION OF EMPLOYEES AT BELL HELICOPTER TEXTRON, INC. IN TARRANT COUNTY, TEXAS. ALL EARNINGS OF BLADE ARE DEVOTED EXCLUSIVELY TO THE FOLLOWING EDUCATIONAL PURPOSES.A) DEVELOP A PROFESSIONAL SPIRIT THROUGH TEAMWORK.B) PROVIDE OPPORTUNITIES FOR PROFESSIONAL AND PERSONAL DEVELOPMENT THROUGH PRACTICE.C) PROVIDE OPPORTUNITIES FOR EXCHANGE OF IDEAS AND INFORMATION ON LEADERSHIP SKILLS.D) ENCOURAGE THE SPIRIT OF UNITY, TEAMWORK, AND COOPERATION AMONG EMPLOYEES.E) ADVANCE LEADERSHIP BY EDUCATION AND ASSOCIATION THROUGH ITS CHARTERED AFFILIATES AND MEMBERSHIP, ENSURE UNITY AMONG LEADERS, AND STRENGTHEN THE FREE ENTERPRISE SYSTEM.
IRS990EZ/ProgramServiceRevenueAmt06450
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NUMBER OF CLIENTS SERVICED: 227
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLICATIONS ISSUES: BI-MONTHLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS:ACHIEVEMENTS:*MONTHLY EDUCATIONAL SERIES - FOCUS ON CUSTOMER SERIES - EXECUTIVE SERIES - PROFESSIONAL ETIQUETTE SERIES
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029544
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt027434
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CHERISE LEE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/23/15. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SAMANTHA JO SEVERSON. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/23/15. AMOUNT GIVEN: 1,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LAKIN WOLEVER. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/23/15. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: BELLAIRE ELEMENTARY SCHOOL. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 12/17/15. AMOUNT GIVEN: 1,655. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: EVENTS/ACTIVITY. AMOUNT: 21,500. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,248. DESCRIPTION: BANK FEES. AMOUNT: 27. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 439. DESCRIPTION: AWARDS. AMOUNT: 175. TOTAL TO FORM 990-EZ, LINE 16: 23,389.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08172805327
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELL LEADERSHIP ASSOCIATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPING EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0263805893
ReturnHeader/Filer/PhoneNum08172805327
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 482
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 CHERRY STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08178775000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE S BLAIR CPA
ReturnHeader/ReturnTs02016-11-10T13:44:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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