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The Principal Trust For Health Bens For Ees And Non Medicare Elig Rets

Narber G R Ttee
  • Des Moines, IA
  • Tax-exempt since March 1992
  • EIN: 42-1364494

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$76.4M (2023)

Expenses
$191M (2023)

Total Assets
$314M (2023)

Total Liabilities
$311k (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,436,476
Expenses
$190,551,334
Net Income
-$114,114,858
Net Assets
$313,191,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,218,658
63.1%
Investment Income $10,401,266
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,085,517
Net Inventory Sales $0
Other Revenue $19,902,069
26.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $313,502,723
Total Liabilities $311,067
Net Assets $313,191,656
Compensation
Key Employees and Officers Compensation Related Other
Dennis Menken (Investment Committee) $0 $0 $0
Jack Bishop (Investment Committee) $0 $0 $0
Staci Cunningham (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 Committee) $0 $0 $0
Lisa Coulson (Administrative Committee) $0 $0 $0
Joseph Mc Carty (Administrative Committee) $0 $0 $0
Shea Treadway (Administrative Committee) $0 $0 $0
Jon Couture (Administrative Committee) $0 $0 $0
Brian Ness (Administrative Committee) $0 $0 $0
Kevin Farley (Administrative Committee) $0 $0 $0
Gina Graham (Administrative Committee) $0 $0 $0
Lisa Coulson (Investment Committee) $0 $0 $0
Nathan Schelhaas (Administrative Committee) $0 $0 $0
Andrew Dion (Administrative Committee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 27, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$16,475,014
Expenses
$161,237,607
Net Income
-$177,712,621
Net Assets
$342,936,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,369,592
Investment Income $6,664,032
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$44,845,153
Net Inventory Sales $0
Other Revenue -$24,663,485
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $343,087,939
Total Liabilities $151,792
Net Assets $342,936,147
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 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
+ View more people

Document Links

990
Filed on June 8, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,628,644
Expenses
$131,983,517
Net Income
-$50,354,873
Net Assets
$520,645,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,844,829
43.9%
Investment Income $10,255,141
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$255,806
Net Inventory Sales $0
Other Revenue $35,784,480
43.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $521,163,878
Total Liabilities $517,882
Net Assets $520,645,996
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 Committee) $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 Committe) $0 $0 $0
Gina Graham (Administration Committee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 21, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,099,133
Expenses
$96,738,798
Net Income
$69,360,335
Net Assets
$571,000,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,535,328
53.9%
Investment Income $16,025,414
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,741,796
25.7%
Net Inventory Sales $0
Other Revenue $17,796,595
10.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $571,346,778
Total Liabilities $345,909
Net Assets $571,000,869
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 Committee) $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 Committe) $0 $0 $0
Kevin Farley (Administration Committee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,544,615
Expenses
$110,901,374
Net Income
-$7,356,759
Net Assets
$501,640,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,519,228
99.0%
Investment Income $8,971,190
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,371,114
Net Inventory Sales $0
Other Revenue $425,311
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $502,287,176
Total Liabilities $646,642
Net Assets $501,640,534
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
Julia Lawler (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 Committee) $0 $0 $0
Lisa Coulson (Administration Committee) $0 $0 $0
Paul Fromm (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 Committe) $0 $0 $0
Kevin Farley (Administration Committee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,156,671
Expenses
$102,885,290
Net Income
$28,271,381
Net Assets
$508,571,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,812,775
75.3%
Investment Income $11,899,634
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,444,262
15.6%
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 $509,012,826
Total Liabilities $440,844
Net Assets $508,571,982

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,360,167
Expenses
$97,448,917
Net Income
$24,911,250
Net Assets
$480,157,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,538,492
76.4%
Investment Income $11,964,227
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,436,833
13.4%
Net Inventory Sales $0
Other Revenue $420,615
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $480,552,880
Total Liabilities $395,789
Net Assets $480,157,091

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
$126,733,019
Expenses
$116,472,827
Net Income
$10,260,192
Net Assets
$455,245,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,502,344
67.5%
Investment Income $8,365,290
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,380,395
25.6%
Net Inventory Sales $0
Other Revenue $484,990
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,642,217
Total Liabilities $396,379
Net Assets $455,245,838

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,562,584
Expenses
$90,897,325
Net Income
-$3,334,741
Net Assets
$113,092,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,129,231
98.4%
Investment Income $1,067,370
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $365,983
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $113,484,188
Total Liabilities $391,826
Net Assets $113,092,362

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,727,929
Expenses
$83,621,859
Net Income
$3,106,070
Net Assets
$115,917,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,056,038
93.5%
Investment Income $1,153,159
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,518,732
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $116,283,749
Total Liabilities $365,925
Net Assets $115,917,824

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,829,750
Expenses
$81,629,326
Net Income
$23,200,424
Net Assets
$112,811,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,541,305
76.8%
Investment Income $1,456,861
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,831,584
21.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $113,136,258
Total Liabilities $324,503
Net Assets $112,811,755

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$94,029,096
Expenses
$85,216,447
Net Income
$8,812,649
Net Assets
$89,611,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,680,846
90.1%
Investment Income $1,546,537
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,801,713
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $89,933,075
Total Liabilities $321,744
Net Assets $89,611,331

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,627,301
Expenses
$92,151,777
Net Income
-$4,524,476
Net Assets
$80,798,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,333,728
97.4%
Investment Income $1,837,733
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $455,840
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $83,671,975
Total Liabilities $2,873,293
Net Assets $80,798,682

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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