Civic Intelligence

Bell Helicopter Textron Uaw Subplan

990 • Fiscal year 2017 • EIN 75-6114480

Jun 01, 2016 to May 31, 2017 • Filed on Apr 09, 2018

Organization ProfileN/A

View Organization Page

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$392,076

Up $471 (+0.1%) from 2016

Net Assets

Up

$392,076

Up $1,657 (+0.4%) from 2016

Liabilities

Down

$0

Down $1,186 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Down

$175,006

Down $3,423 (-1.9%) from 2016

Expenses

Down

$173,349

Down $553,852 (-76%) from 2016

Net Income

Up

$1,657

Up $550,429 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,428,373Liabilities 2011: $0Net Assets 2011: $1,428,3732011Assets 2012: $1,415,726Liabilities 2012: $0Net Assets 2012: $1,415,7262012Assets 2013: $1,404,366Liabilities 2013: $4,100Net Assets 2013: $1,400,2662013Assets 2014: $1,305,700Liabilities 2014: $0Net Assets 2014: $1,305,7002014Assets 2015: $939,191Liabilities 2015: $0Net Assets 2015: $939,1912015Assets 2016: $391,605Liabilities 2016: $1,186Net Assets 2016: $390,4192016Assets 2017: $392,076Liabilities 2017: $0Net Assets 2017: $392,0762017Assets 2018: $549,337Liabilities 2018: $0Net Assets 2018: $549,3372018Assets 2019: $887,670Liabilities 2019: $0Net Assets 2019: $887,6702019Assets 2020: $1,033,162Liabilities 2020: $0Net Assets 2020: $1,033,1622020Assets 2021: $970,549Liabilities 2021: $0Net Assets 2021: $970,5492021Assets 2022: $948,495Liabilities 2022: $0Net Assets 2022: $948,4952022Assets 2023: $909,172Liabilities 2023: $0Net Assets 2023: $909,1722023

Highlighted filing

2017

Assets$392,076
Liabilities$0
Net Assets$392,076
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $372Expenses 2011: $1,000Net Income 2011: -$6282011Revenue 2012: $275Expenses 2012: $12,922Net Income 2012: -$12,6472012Revenue 2013: $140Expenses 2013: $14,600Net Income 2013: -$14,4602013Revenue 2014: $139Expenses 2014: $98,805Net Income 2014: -$98,6662014Revenue 2015: $73,621Expenses 2015: $440,130Net Income 2015: -$366,5092015Revenue 2016: $178,429Expenses 2016: $727,201Net Income 2016: -$548,7722016Revenue 2017: $175,006Expenses 2017: $173,349Net Income 2017: $1,6572017Revenue 2018: $177,292Expenses 2018: $20,031Net Income 2018: $157,2612018Revenue 2019: $342,233Expenses 2019: $3,900Net Income 2019: $338,3332019Revenue 2020: $146,492Expenses 2020: $1,000Net Income 2020: $145,4922020Revenue 2021: $101,102Expenses 2021: $1,000Net Income 2021: $100,1022021Revenue 2022: $519Expenses 2022: $22,573Net Income 2022: -$22,0542022Revenue 2023: $28,670Expenses 2023: $67,993Net Income 2023: -$39,3232023

Highlighted filing

2017

Revenue$175,006
Expenses$173,349
Net Income$1,657
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 9, 2018
Return Version
2016v3.0
Gross Receipts
$175,006
Mission and Program Overview

Mission

The bell helicopter textron inc (bhti) uaw subplan is an employee benefit plan negotiated between bhti and a union representing bhti employees. The plan provides for payments to employees represented by the union who meet certain eligibility requirements when on layoff status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,400,266$1,400,266→ $0
Investments in Publicly Traded Securities$377,970$262,886▼ $115,084
Accounts Receivable$13,635$129,190▲ $115,555
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,009,847$-1,008,190▲ $1,657
Total Assets$391,605$392,076▲ $471
Liabilities
Accounts Payable and Accrued Expenses$1,186$0▼ $1,186
Total Liabilities$1,186$0▼ $1,186
Net Assets / Fund Balance
Total Net Assets Fund Balance$390,419$392,076▲ $1,657
Total Liabilities and Net Assets / Fund Balance$391,605$392,076▲ $471
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Donald WhiteDirector
Erin AhearnDirector
Mark UptonDirector
Wilson TanDirector
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$174,914
Investment Income
$92
Other Revenue
$0
Change in Net Assets
$1,657

Audited Revenue Reconciliation

Revenue per Audited Statements
$175,006
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$175,006
Total Revenue per Form 990
$175,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$172,895
Fees for Services Management---$454
Total Functional Expenses$0$0$0$173,349

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$173,349
Total Expenses per Audited Statements$173,349
Total Expenses per Form 990$173,349
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The plan does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was reviewed by a designated member of the board of administration before it was filed.”

Form 990, Part VI, Section B, Line 15B

“The organization has no ceo, officers or employees; it is governed by its board of administration.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

FORM 990, PART VI, SECTION A, LINE 9:

“Comerica bank, the trustee for the plan, is located at the address stated in part vii, section a.”

Filing and Contact Details

Filer

Filer Name
Bell Helicopter Textron Uaw Subplan
EIN
75-6114480
Phone
8172805327
Address
PO BOX 482, FORT WORTH, TX 76101

Signing Officer

Name
Michael a Honkomp
Title
Director - Tax
Phone
8172805327
Signed
2018-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael a Honkomp
Formed
1971
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service dated september 15, 1971, stating that the trust is tax-exempt under the provisions of section 501(c)(17) of the internal revenue code (the code). The plan and the trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan is being operated in compliance with the applicable requirements of the code and, therefore, believes the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix285 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE BELL HELICOPTER TEXTRON INC (BHTI) UAW SUBPLAN IS AN EMPLOYEE BENEFIT PLAN NEGOTIATED BETWEEN BHTI AND A UNION REPRESENTING BHTI EMPLOYEES. THE PLAN PROVIDES FOR PAYMENTS TO EMPLOYEES REPRESENTED BY THE UNION WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS WHEN ON LAYOFF STATUS.
IRS990/AuditCommitteeInd00
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IRS990/BooksInCareOfDetail/PersonNm0MICHAEL A HONKOMP
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARK UPTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD WHITE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0175006
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt092
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0377970
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0262886
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE BELL HELICOPTER TEXTRON INC (BHTI) UAW SUBPLAN IS AN EMPLOYEE BENEFIT PLAN NEGOTIATED BETWEEN BHTI AND A UNION REPRESENTING BHTI EMPLOYEES. THE PLAN PROVIDES FOR PAYMENTS TO EMPLOYEES REPRESENTED BY THE UNION WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS WHEN ON LAYOFF STATUS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 15, 1971, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(17) OF THE INTERNAL REVENUE CODE (THE CODE). THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS REVIEWED BY A DESIGNATED MEMBER OF THE BOARD OF ADMINISTRATION BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO CEO, OFFICERS OR EMPLOYEES; IT IS GOVERNED BY ITS BOARD OF ADMINISTRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMERICA BANK, THE TRUSTEE FOR THE PLAN, IS LOCATED AT THE ADDRESS STATED IN PART VII, SECTION A.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 9:
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A HONKOMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR - TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08172805327
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELL HELICOPTER TEXTRON UAW SUBPLAN
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0756114480
ReturnHeader/Filer/PhoneNum08172805327
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 482
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EBEE287E33E96648CC6A3EE9C63DC9C884B051E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7C12AE50CA3DAE1D6FF2ECF9FF31413F0CDE52B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:00:46
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/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE S BLAIR CPA
ReturnHeader/ReturnTs02018-04-16T13:53:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,076
Liabilities
$0
Net assets
$392,076
Revenue
$175,006
Expenses
$173,349
Net income
$1,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.03$0.07$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.00$0.02$0.02
2021Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.10$0.00$0.10
2020Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.15$0.00$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.34$0.00$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.18$0.02$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.18$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.18$0.73$0.55
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.44$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.00$0.10$0.10
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.00$0.00$0.00