BELL HELICOPTER TEXTRON UAW SUBPLAN

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

ELIZABETH NOVOSAD

Phone

8172805327

Tax Period

2024-06-01 to 2025-05-31

BELL HELICOPTER TEXTRON UAW SUBPLAN, founded in 1971, is a micro nonprofit that reported $42K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $12K, a strong 27% operating margin.

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.

Program Service Accomplishments

Program 1

PROVIDES FOR PAYMENTS TO EMPLOYEES REPRESENTED BY THE UNION WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS WHEN ON LAYOFF STATUS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $42,430

Other Revenue $0

TOTAL REVENUE $42,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,286

TOTAL EXPENSES $30,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,430	$47,847	-0.1%
Expenses	$30,841	$39,079	-0.2%
Net Income	$11,589	$8,768	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN AHEARN	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY ATHENS	DIRECTOR	1.00	Director	$0	$0	$0
CARA LUNDQUIST	DIRECTOR	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$42,430	$30,841	$929,529	$11,589
2024	$47,847	$39,079	$917,940	$8,768
2023	$28,670	$67,993	$909,172	$-39,323
2022	$519	$22,573	$948,495	$-22,054
2021	$101,102	$1,000	$970,549	$100,102
2020	$146,492	$1,000	$1,033,162	$145,492
2019	$342,233	$3,900	$887,670	$338,333
2018	$177,292	$20,031	$549,337	$157,261