Civic Intelligence

Bae Systems North America Welfare Benefit Trust

990 • Fiscal year 2018 • EIN 74-2624710

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileN/A
1101 Wilson Boulevard Suite 2000Arlington, VA 22209

(703) 312-6100

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

26th percentile

-1.5%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

35th percentile

$7,097

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

8th percentile

-28%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

5.5%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$12,861,504

Down $4,974,981 (-28%) from 2017

Net Assets

Down

$12,861,504

Down $4,974,981 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin26th percentile

Revenue

Up

$329,096,508

Up $17,148,853 (+5.5%) from 2017

Expenses

Up

$334,071,489

Up $29,543,104 (+9.7%) from 2017

Net Income

Down

-$4,974,981

Down $12,394,251 (-167%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2010: $9,564,926Liabilities 2010: $0Net Assets 2010: $9,564,9262010Assets 2011: $11,423,513Liabilities 2011: $0Net Assets 2011: $11,423,5132011Assets 2012: $18,206,740Liabilities 2012: $0Net Assets 2012: $18,206,7402012Assets 2013: $24,312,402Liabilities 2013: $0Net Assets 2013: $24,312,4022013Assets 2014: $19,004,823Liabilities 2014: $0Net Assets 2014: $19,004,8232014Assets 2015: $18,623,211Liabilities 2015: $0Net Assets 2015: $18,623,2112015Assets 2016: $10,417,215Liabilities 2016: $0Net Assets 2016: $10,417,2152016Assets 2017: $17,836,485Liabilities 2017: $0Net Assets 2017: $17,836,4852017Assets 2018: $12,861,504Liabilities 2018: $0Net Assets 2018: $12,861,5042018Assets 2019: $21,471,930Liabilities 2019: $0Net Assets 2019: $21,471,9302019Assets 2020: $32,861,780Liabilities 2020: $0Net Assets 2020: $32,861,7802020Assets 2021: $56,869,441Liabilities 2021: $0Net Assets 2021: $56,869,4412021Assets 2022: $54,581,125Liabilities 2022: $0Net Assets 2022: $54,581,1252022Assets 2023: $36,887,339Liabilities 2023: $0Net Assets 2023: $36,887,3392023Assets 2024: $33,156,493Liabilities 2024: $0Net Assets 2024: $33,156,4932024

Highlighted filing

2018

Assets$12,861,504
Liabilities$0
Net Assets$12,861,504
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$600M$400M$200M$0-$200MRevenue 2010: $377,363,547Expenses 2010: $377,197,318Net Income 2010: $166,2292010Revenue 2011: $372,908,027Expenses 2011: $371,049,440Net Income 2011: $1,858,5872011Revenue 2012: $365,176,093Expenses 2012: $361,453,875Net Income 2012: $3,722,2182012Revenue 2013: $353,073,444Expenses 2013: $342,375,752Net Income 2013: $10,697,6922013Revenue 2014: $330,489,135Expenses 2014: $335,796,714Net Income 2014: -$5,307,5792014Revenue 2015: $330,752,480Expenses 2015: $331,134,092Net Income 2015: -$381,6122015Revenue 2016: $326,199,719Expenses 2016: $334,405,715Net Income 2016: -$8,205,9962016Revenue 2017: $311,947,655Expenses 2017: $304,528,385Net Income 2017: $7,419,2702017Revenue 2018: $329,096,508Expenses 2018: $334,071,489Net Income 2018: -$4,974,9812018Revenue 2019: $375,571,809Expenses 2019: $366,961,383Net Income 2019: $8,610,4262019Revenue 2020: $377,859,170Expenses 2020: $366,469,320Net Income 2020: $11,389,8502020Revenue 2021: $370,352,777Expenses 2021: $368,710,796Net Income 2021: $1,641,9812021Revenue 2022: $418,677,030Expenses 2022: $420,965,346Net Income 2022: -$2,288,3162022Revenue 2023: $451,823,820Expenses 2023: $469,517,606Net Income 2023: -$17,693,7862023Revenue 2024: $534,243,661Expenses 2024: $537,974,507Net Income 2024: -$3,730,8462024

Highlighted filing

2018

Revenue$329,096,508
Expenses$334,071,489
Net Income-$4,974,981
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$329,096,508
Mission and Program Overview

Mission

To fund welfare benefits pursuant to irc section 501(c)(9).

The organization is a Voluntary Employees Beneficiary Association that provides for medical, disability & other benefits. Approximately 40,000 participants were subject to benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$17,836,485$12,861,504▼ $4,974,981
Rtn Earn Endowment Incm Other Fnds$17,836,485$12,861,504▼ $4,974,981
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,836,485$12,861,504▼ $4,974,981
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,836,485$12,861,504▼ $4,974,981
Total Liabilities and Net Assets / Fund Balance$17,836,485$12,861,504▼ $4,974,981
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
Jp Morgan Chase Bank NaTrustee$7,097$7,097

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCActuarial/admin SvcsPO BOX 95135, Chicago, IL 60694-4135$3,501,176
Benz CommunicationsCommunications275 NINTH STREET, San Francisco, CA 94103$314,625
Groom Law Group CharteredLegal Services1701 PENNSYLVANIA AVENUE NW SUITE, Washington, DC 20006$261,990
Naturally Slim INCWellness Program12712 PARK CENTRAL DRIVE SUITE 100, Dallas, TX 75251$218,575
Directpath LLCAdministrative120 18TH STREET SOUTH SUITE 102, Birmingham, AL 35233$171,515
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$310,202,289
Investment Income
$358,807
Other Revenue
$18,535,412
Change in Net Assets
$-4,974,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,064,392
Salaries, Compensation, and Employee Benefits$7,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$328,000,000--$328,000,000
Fees for Services Other-$3,339,749-$3,339,749
Other Expenses-$844,852-$844,852
Fees for Services Legal-$247,888-$247,888
Fees for Services Accounting-$144,203-$144,203
Current Officers, Directors, Trustees, and Key Employees-$7,097-$7,097
Total Functional Expenses$328,000,000$6,071,489$0$334,071,489
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 8A & 8B

“Because bae systems welfare benefit trust is a veba, it does not have a governing body of its own. The governing body of bae systems, inc. Has a committee which relates to its vebas. This committee has the authority to act on behalf of the bae systems, inc. Governing body.”

Part VI, Line 11

“Form 990 was prepared and reviewed by an independent accounting firm. The plan sponsor, bae systems' management team with oversight responsibility over the veba, performed a review of form 990 before it was filed with the internal revenue service.”

Part VI, Line 19

“The veba does not make its governing documents or internal financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
BAE Systems Welfare Benefit Trust
EIN
74-2624710
In Care Of
% DOHI SHIN BAE SYSTEMS INC
Phone
7033126100
Address
1101 Wilson Boulevard Suite 2000, Arlington, VA 22209

Signing Officer

Name
D Scott Howat
Title
Chairman Admin CMT
Phone
7033126100
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Scott Howat
Formed
1992
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
300 Madison Avenue, New York, NY 10017
Preparer
Laura J Parello
Phone
6464713000
Supplemental Narrative

Additional Explanations

Collectively Bargained Agreement

“This VEBA is established under a collectively bargained plan. Pursuant to the Tax Reform Act of 1986, this fund is released from the limitations of IRC Section 419A and Section 512(a)(3)(E). Due to this Act, the filing VEBA does not have contributions to the fund that exceed the account limit and is therefore not subject to unrelated business income tax on earnings. Therefore, this VEBA has not filed Form 990-T, unless required due to outside investments.”

Part XII, Line 2B

“The trust's financial statements are audited by an independent accountant for the year on a consolidated basis. However, at the time of filing this tax return, the audit for 2018 was not issued and in draft with an unqualified opinion.”

Raw XML AppendixShowing 400 of 421 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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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02442729
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116092683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02442729
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116092683
IRS990/OtherRevenueTotalAmt018535412
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0D SCOTT HOWAT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0237106565
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt173095724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0237106565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt173095724
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0293000000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt076343
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011523670
IRS990/PYOtherRevenueAmt026371312
IRS990/PYProgramServiceRevenueAmt0285500000
IRS990/PYRevenuesLessExpensesAmt07419270
IRS990/PYSalariesCompEmpBnftPaidAmt04715
IRS990/PYTotalExpensesAmt0304528385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0311947655
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4974981
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0310202289
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017836485
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012861504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017836485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012861504
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BECAUSE BAE SYSTEMS WELFARE BENEFIT TRUST IS A VEBA, IT DOES NOT HAVE A GOVERNING BODY OF ITS OWN. THE GOVERNING BODY OF BAE SYSTEMS, INC. HAS A COMMITTEE WHICH RELATES TO ITS VEBAS. THIS COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BAE SYSTEMS, INC. GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE PLAN SPONSOR, BAE SYSTEMS' MANAGEMENT TEAM WITH OVERSIGHT RESPONSIBILITY OVER THE VEBA, PERFORMED A REVIEW OF FORM 990 BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA DOES NOT MAKE ITS GOVERNING DOCUMENTS OR INTERNAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This VEBA is established under a collectively bargained plan. Pursuant to the Tax Reform Act of 1986, this fund is released from the limitations of IRC Section 419A and Section 512(a)(3)(E). Due to this Act, the filing VEBA does not have contributions to the fund that exceed the account limit and is therefore not subject to unrelated business income tax on earnings. Therefore, this VEBA has not filed Form 990-T, unless required due to outside investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT FOR THE YEAR ON A CONSOLIDATED BASIS. HOWEVER, AT THE TIME OF FILING THIS TAX RETURN, THE AUDIT FOR 2018 WAS NOT ISSUED AND IN DRAFT WITH AN UNQUALIFIED OPINION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8A & 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3COLLECTIVELY BARGAINED AGREEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2B
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0046957993
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0DEFENSE CONTR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BAE SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01101 WILSON BOULVEARD SUITE 2000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ARLINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd022209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0328000000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOOK
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BAE SYSTEMS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017836485
IRS990/TotalAssetsEOYAmt012861504
IRS990/TotalAssetsGrp/BOYAmt017836485
IRS990/TotalAssetsGrp/EOYAmt012861504
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06071489
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0328000000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0334071489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017836485
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012861504
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0328000000
IRS990/TotalProgramServiceRevenueAmt0310202289
IRS990/TotalReportableCompFromOrgAmt07097
IRS990/TotalRevenueGrp/ExclusionAmt0358807
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0328737701
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0329096508
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017836485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012861504
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01101 Wilson Boulevard
IRS990/USAddress/CityNm0Arlington
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D SCOTT HOWAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN ADMIN CMT
ReturnHeader/BusinessOfficerGrp/PhoneNum07033126100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAE Systems Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0BAES
ReturnHeader/Filer/EIN0742624710
ReturnHeader/Filer/InCareOfNm0% DOHI SHIN BAE SYSTEMS INC
ReturnHeader/Filer/PhoneNum07033126100
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 Wilson Boulevard Suite 2000
ReturnHeader/Filer/USAddress/CityNm0Arlington

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,861,504
Liabilities
$0
Net assets
$12,861,504
Revenue
$329,096,508
Expenses
$334,071,489
Net income
-$4,974,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$0.00$33.2$534$538$3.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$452$470$17.7
2022Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$419$421$2.29
2021Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$370$369$1.64
2020Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$378$366$11.4
2019Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$376$367$8.61
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$329$334$4.97
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$312$305$7.42
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$326$334$8.21
2015Summary only. Only limited summary data is available for this year.$18.6$0.00$18.6$331$331$0.38
2014Summary only. Only limited summary data is available for this year.$19.0$0.00$19.0$330$336$5.31
2013Summary only. Only limited summary data is available for this year.$24.3$0.00$24.3$353$342$10.7
2012Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$365$361$3.72
2011Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$373$371$1.86
2010Summary only. Only limited summary data is available for this year.$9.56$0.00$9.56$377$377$0.17