Civic Intelligence

Bell Helicopter Textron Uaw Subplan

990 • Fiscal year 2022 • EIN 75-6114480

Jun 01, 2021 to May 31, 2022 • Filed on Mar 17, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-4249%

Higher net margin than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$948,495

Down $22,054 (-2.3%) from 2021

Net Assets

Down

$948,495

Down $22,054 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin1st percentile

Revenue

Down

$519

Down $100,583 (-99%) from 2021

Expenses

Up

$22,573

Up $21,573 (+2157%) from 2021

Net Income

Down

-$22,054

Down $122,156 (-122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$948,495
Liabilities$0
Net Assets$948,495
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$519
Expenses$22,573
Net Income-$22,054
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Mar 17, 2023
Return Version
2021v4.2
Gross Receipts
$519
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$970,541$948,239▼ $22,302
Accounts Receivable$8$256▲ $248
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-429,717$-451,771▼ $22,054
Total Assets$970,549$948,495▼ $22,054
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$970,549$948,495▼ $22,054
Total Liabilities and Net Assets / Fund Balance$970,549$948,495▼ $22,054
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Cara LundquistDirector
Darrell WillisDirector
Erin AhearnDirector
Gregory AthensDirector
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$519
Other Revenue
$0
Change in Net Assets
$-22,054
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
Benefits to Members---$21,573
Fees for Services Management---$1,000
Total Functional Expenses$0$0$0$22,573
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
2023-03-17
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 Appendix264 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
IRS990/AccountsReceivableGrp/BOYAmt08
IRS990/AccountsReceivableGrp/EOYAmt0256
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/BenefitsToMembersGrp/TotalAmt021573
IRS990/BooksInCareOfDetail/PersonNm0ELIZABETH NOVOSAD
IRS990/BooksInCareOfDetail/PhoneNum08172805328
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 E HURST BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HURST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076053
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01400266
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01400266
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt021573
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0519
IRS990/CYOtherExpensesAmt01000
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22054
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022573
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0519
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDES FOR PAYMENTS TO EMPLOYEES REPRESENTED BY THE UNION WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS WHEN ON LAYOFF STATUS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt01000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIN AHEARN
IRS990/Form990PartVIISectionAGrp/PersonNm1DARRELL WILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm2GREGORY ATHENS
IRS990/Form990PartVIISectionAGrp/PersonNm3CARA LUNDQUIST
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
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0519
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0519
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0519
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0970541
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0948239
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
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
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0970549
IRS990/NetAssetsOrFundBalancesEOYAmt0948495
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH NOVOSAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0128
IRS990/PYOtherExpensesAmt01000
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0100974
IRS990/PYRevenuesLessExpensesAmt0100102
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101102
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22054
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-429717
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-451771
IRS990/ScheduleBRequiredInd00
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0970549
IRS990/TotalAssetsEOYAmt0948495
IRS990/TotalAssetsGrp/BOYAmt0970549
IRS990/TotalAssetsGrp/EOYAmt0948495
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0970549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0948495
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0519
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0519
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0970549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0948495
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 482
IRS990/USAddress/CityNm0FORT WORTH
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076101
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH NOVOSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. MANAGR - TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08172805327
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-17
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/PreparationDt02023-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSALINDA MARIKAR CPA
ReturnHeader/ReturnTs02023-04-10T11:13:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOVOSAD
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$948,495
Liabilities
$0
Net assets
$948,495
Revenue
$519
Expenses
$22,573
Net income
-$22,054
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
2022Detailed filing. Detailed filing data is available for this year.$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
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