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Principal Tr For Health Ben For Ind Field And Non Medicare Eligible Re

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$0 (2023)

Expenses
$0 (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Dennis Menken (Investment Committee) $0 $0
Jack Bishop (Investment Committee) $0 $0
Lisa Coulson (Investment Committee) $0 $0
Kara Hoogenson (Investment Committee) $0 $0
Kenneth Mc Cullum (Investment Committee) $0 $0
Joel Pitz (Investment Committee) $0 $0
Dwight Soethout (Investment Committee) $0 $0
Deanna Strable (Investment Committee) $0 $0
Janis Winterhof (Investment Committee) $0 $0
Lisa Coulson (Administrative Committee) $0 $0
Joseph Mc Carty (Administrative Committee) $0 $0
Nathan Schelhaas (Administrative Committee) $0 $0
Jon Couture (Administrative Committee) $0 $0
Andrew Dion (Administrative Committee) $0 $0
Kevin Farley (Administrative Committee) $0 $0
Gina Graham (Administrative Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$3,794,084
Expenses
$10,597,510
Net Income
-$14,391,594
Net Assets
$77,662,541
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,340,604
Investment Income $1,892,149
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,237,967
Net Inventory Sales $0
Other Revenue $211,130
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,709,333
Total Liabilities $46,792
Net Assets $77,662,541
Compensation
Key Employees and Officers Compensation Related Other
Dennis Menken (Investment Committee) $0 $0 $0
Jack Bishop (Investment Committee) $0 $0 $0
Lisa Coulson (Investment Committee) $0 $0 $0
Kara Hoogenson (Investment Committee) $0 $0 $0
Kenneth Mc Cullum (Investment Committee) $0 $0 $0
Joel Pitz (Investment Committee) $0 $0 $0
Dwight Soethout (Investment Committee) $0 $0 $0
Deanna Strable (Investment Committee) $0 $0 $0
Janis Winterhof (Investment Committee) $0 $0 $0
Lisa Coulson (Administrative Committee) $0 $0 $0
Joseph Mc Carty (Administrative Committee) $0 $0 $0
Nathan Schelhaas (Administrative Committee) $0 $0 $0
Jon Couture (Administrative Committee) $0 $0 $0
Andrew Dion (Administrative Committee) $0 $0 $0
Kevin Farley (Administrative Committee) $0 $0 $0
Gina Graham (Administrative Committee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,767,316
Expenses
$12,651,645
Net Income
-$4,884,329
Net Assets
$92,053,440
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,245,493
67.5%
Investment Income $2,274,464
29.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $247,359
3.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,146,794
Total Liabilities $93,354
Net Assets $92,053,440
Compensation
Key Employees and Officers Compensation Related Other
Dennis Menken (Investment Committee) $0 $0 $0
Jack Bishop (Investment Committee) $0 $0 $0
Lisa Coulson (Investment Committee) $0 $0 $0
Kara Hoogensen (Investment Committee) $0 $0 $0
Kenneth Mc Cullum (Investment Committee) $0 $0 $0
Joel Pitz (Investment Committee) $0 $0 $0
Dwight Soethout (Investment Committee) $0 $0 $0
Deanna Strable (Investment Committee) $0 $0 $0
Janis Winterhof (Investment Committe) $0 $0 $0
Lisa Coulson (Administration Committee) $0 $0 $0
Joseph Mc Carty (Administration Committee) $0 $0 $0
Nathan Schelhaas (Administration Committee) $0 $0 $0
Jon Couture (Administration Committee) $0 $0 $0
Andrew Dion (Administration Committee) $0 $0 $0
Kevin Farley (Administration Committee) $0 $0 $0
Gina Graham (Administration Committee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,340,847
Expenses
$11,028,346
Net Income
$10,312,501
Net Assets
$96,937,771
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,306,001
43.6%
Investment Income $3,335,662
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,699,184
40.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,023,559
Total Liabilities $85,788
Net Assets $96,937,771
Compensation
Key Employees and Officers Compensation Related Other
Dennis Menken (Investment Committee) $0 $0 $0
Jack Bishop (Investment Committee) $0 $0 $0
Lisa Coulson (Investment Committee) $0 $0 $0
Kara Hoogensen (Investment Committee) $0 $0 $0
Dwight Soethout (Investment Committee) $0 $0 $0
Kenneth Mc Cullum (Investment Committee) $0 $0 $0
Angela Sanders (Investment Committee) $0 $0 $0
Deanna Strable (Investment Committee) $0 $0 $0
Leanne Valentine (Investment Committe) $0 $0 $0
Lisa Coulson (Administration Committee) $0 $0 $0
Nathan Schelhaas (Administration Committee) $0 $0 $0
Joseph Mc Carty (Administration Committee) $0 $0 $0
Teresa Button (Administration Committee) $0 $0 $0
Jon Couture (Administration Committee) $0 $0 $0
Andrew Dion (Administration Committee) $0 $0 $0
Kevin Farley (Administration Committee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,027,575
Expenses
$12,756,435
Net Income
-$1,728,860
Net Assets
$86,625,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,884,366
98.7%
Investment Income $1,850,330
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,707,121
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $86,723,515
Total Liabilities $98,245
Net Assets $86,625,270

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,199,976
Expenses
$14,835,801
Net Income
$5,364,175
Net Assets
$88,354,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,422,235
66.4%
Investment Income $2,466,083
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,311,658
21.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,453,040
Total Liabilities $98,910
Net Assets $88,354,130

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,778,452
Expenses
$15,703,041
Net Income
$5,075,411
Net Assets
$82,777,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,715,787
70.8%
Investment Income $2,504,265
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,558,400
17.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,873,948
Total Liabilities $96,530
Net Assets $82,777,418

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,968,860
Expenses
$32,846,447
Net Income
-$3,877,587
Net Assets
$77,702,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,154,985
69.6%
Investment Income $1,442,281
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,371,594
25.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,803,261
Total Liabilities $101,251
Net Assets $77,702,010

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,906,034
Expenses
$18,842,545
Net Income
-$936,511
Net Assets
$15,509,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,716,586
87.8%
Investment Income $275,912
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,913,536
10.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,612,829
Total Liabilities $102,841
Net Assets $15,509,988

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,230,527
Expenses
$14,278,408
Net Income
-$47,881
Net Assets
$16,445,394
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,262,642
86.2%
Investment Income $511,678
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,456,207
10.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,553,169
Total Liabilities $107,775
Net Assets $16,445,394

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,227,356
Expenses
$15,076,745
Net Income
$150,611
Net Assets
$16,493,277
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,678,032
89.8%
Investment Income $375,900
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,173,424
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,586,483
Total Liabilities $93,206
Net Assets $16,493,277

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,198,384
Expenses
$14,197,728
Net Income
-$999,344
Net Assets
$16,342,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,562,806
95.2%
Investment Income $368,127
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $267,451
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,490,596
Total Liabilities $147,930
Net Assets $16,342,666

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,448,110
Expenses
$14,370,326
Net Income
-$1,922,216
Net Assets
$17,342,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,911,578
95.7%
Investment Income $322,440
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $214,092
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,899,070
Total Liabilities $557,060
Net Assets $17,342,010

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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