Civic Intelligence

Bell Helicopter Textron Uaw Subplan

990 • Fiscal year 2020 • EIN 75-6114480

Jun 01, 2019 to May 31, 2020 • Filed on Feb 05, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Flat

$1,033,162

Flat from 2020

Net Assets

Flat

$1,033,162

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Flat

$146,492

Flat from 2020

Expenses

Flat

$1,000

Flat from 2020

Net Income

Flat

$145,492

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th 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 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

2020

Assets$1,033,162
Liabilities$0
Net Assets$1,033,162
Open 2020 Filing

Operations Trend

Revenue Growth8th 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 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

2020

Revenue$146,492
Expenses$1,000
Net Income$145,492
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 5, 2021
Return Version
2019v5.2
Gross Receipts
$146,492
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$721,864$870,414▲ $148,550
Accounts Receivable$165,806$162,748▼ $3,058
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-512,596$-367,104▲ $145,492
Total Assets$887,670$1,033,162▲ $145,492
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$887,670$1,033,162▲ $145,492
Total Liabilities and Net Assets / Fund Balance$887,670$1,033,162▲ $145,492
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Cara LundquistDirector
Erin AhearnDirector
Gregory AthensDirector
Mark UptonDirector
Wilson TanDirector
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$137,100
Investment Income
$8,065
Other Revenue
$1,327
Change in Net Assets
$145,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,000
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
Fees for Services Management---$1,000
Total Functional Expenses$0$0$0$1,000
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
Business relationship with 35% controlled entity
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
Elizabeth Novosad
Title
Sr. Managr - Tax
Phone
8172805327
Signed
2021-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Novosad
Formed
1971
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
801 CHERRY ST SUITE 1400, FORT WORTH, TX 76102
Preparer
Rosalinda Marikar CPA
Phone
8178775000
Raw XML Appendix275 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt0162748
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/BooksInCareOfDetail/PersonNm0ELIZABETH NOVOSAD
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IRS990/Form990PartVIISectionAGrp/PersonNm3GREGORY ATHENS
IRS990/Form990PartVIISectionAGrp/PersonNm4CARA LUNDQUIST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0146492
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08065
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0721864
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0870414
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
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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
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
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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/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH NOVOSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. MANAGR - TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08172805327
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
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/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 CHERRY ST SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08178775000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSALINDA MARIKAR CPA
ReturnHeader/ReturnTs02021-03-08T20:34:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,033,162
Liabilities
$0
Net assets
$1,033,162
Revenue
$146,492
Expenses
$1,000
Net income
$145,492
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
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.15$0.00$0.15
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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