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Principal Trust For Disability Benefits For Employees

  • Des Moines, IA
  • Tax-exempt since July 2013
  • EIN: 46-6591529

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Organization summary might be incomplete or out of date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)

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 Hoogensen (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
Jospeh 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
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Document Links

990-EZ
Filed on Feb. 6, 2024

Short form 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
-$375,256
Expenses
$4,717,627
Net Income
-$5,092,883
Net Assets
$2,815,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $82,638
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$457,894
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 $2,952,328
Total Liabilities $137,111
Net Assets $2,815,217
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 Committee) $0 $0 $0
Gina Graham (Administration Committee) $0 $0 $0
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Document Links

990
Filed on June 9, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,719
Expenses
$2,311,109
Net Income
-$2,218,390
Net Assets
$7,908,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $141,038
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$48,319
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 $7,910,842
Total Liabilities $2,742
Net Assets $7,908,100
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 Committee) $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
$1,731,339
Expenses
$2,649,114
Net Income
-$917,775
Net Assets
$10,126,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $900,000
52.0%
Investment Income $476,157
27.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $355,182
20.5%
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 $10,122,146
Total Liabilities -$4,344
Net Assets $10,126,490
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 Committee) $0 $0 $0
Kevin Farley (Administration Committee) $0 $0 $0
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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
$347,047
Expenses
$2,558,462
Net Income
-$2,211,415
Net Assets
$11,044,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $319,364
92.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,683
8.0%
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 $10,978,368
Total Liabilities -$65,897
Net Assets $11,044,265

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,637,221
Expenses
$3,219,699
Net Income
-$582,478
Net Assets
$13,255,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,400,000
91.0%
Investment Income $304,609
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$67,388
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 $13,292,925
Total Liabilities $37,245
Net Assets $13,255,680

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
$2,488,583
Expenses
$2,923,964
Net Income
-$435,381
Net Assets
$13,838,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,200,000
88.4%
Investment Income $283,354
11.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,229
0.2%
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 $13,805,191
Total Liabilities -$32,967
Net Assets $13,838,158

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
$3,374,377
Expenses
$3,026,186
Net Income
$348,191
Net Assets
$14,273,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,400,000
71.1%
Investment Income $334,742
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $639,635
19.0%
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 $14,270,398
Total Liabilities -$3,141
Net Assets $14,273,539

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
$1,750,758
Expenses
$2,822,196
Net Income
-$1,071,438
Net Assets
$13,925,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,300,000
74.3%
Investment Income $341,476
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $109,282
6.2%
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 $13,922,412
Total Liabilities -$2,937
Net Assets $13,925,349

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
$1,564,035
Expenses
$2,799,610
Net Income
-$1,235,575
Net Assets
$14,996,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,000,000
63.9%
Investment Income $437,929
28.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $126,106
8.1%
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 $15,000,636
Total Liabilities $3,849
Net Assets $14,996,787

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
$1,357,648
Expenses
$3,247,667
Net Income
-$1,890,019
Net Assets
$16,232,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $800,000
58.9%
Investment Income $436,461
32.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $121,187
8.9%
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 $16,239,441
Total Liabilities $7,079
Net Assets $16,232,362

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
$811,439
Expenses
$3,020,678
Net Income
-$2,209,239
Net Assets
$18,122,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $643,266
79.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $168,173
20.7%
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 $18,096,027
Total Liabilities -$26,354
Net Assets $18,122,381

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
$1,408,159
Expenses
$3,199,218
Net Income
-$1,791,059
Net Assets
$20,331,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $570,000
40.5%
Investment Income $782,566
55.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,593
3.9%
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 $20,335,031
Total Liabilities $3,412
Net Assets $20,331,619

Document Links

990

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

PDF

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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