Principal Trust For Disabiltiy Benefits For Individual Field

  • Des Moines, IA
  • Tax exemption issued: July 2014
  • EIN: 46-6594396

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Organization summary might be incomplete or out of date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)

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All 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 Mccullum (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 Mccarty (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
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,003
Expenses
$310,626
Net Income
-$295,623
Net Assets
$1,886,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,814
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,811
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 $1,882,783
Total Liabilities -$4,016
Net Assets $1,886,799
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 Mccullum (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 Mccarty (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 June 9, 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
$463
Expenses
$435,466
Net Income
-$435,003
Net Assets
$2,182,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $36,036
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$35,573
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 $2,178,405
Total Liabilities -$4,016
Net Assets $2,182,421
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 Mccullum (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 Mccarty (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
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,431
Expenses
$554,326
Net Income
-$339,895
Net Assets
$2,617,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $129,720
60.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $84,711
39.5%
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 $2,613,408
Total Liabilities -$4,016
Net Assets $2,617,424
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 Mccullum (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 Mccarty (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
+ 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
$81,249
Expenses
$439,560
Net Income
-$358,311
Net Assets
$2,949,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $84,938
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,689
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 $2,953,303
Total Liabilities $4,016
Net Assets $2,949,287

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
$67,115
Expenses
$446,719
Net Income
-$379,604
Net Assets
$3,315,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $88,638
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$21,523
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 $3,331,203
Total Liabilities $15,573
Net Assets $3,315,630

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
$85,601
Expenses
$410,472
Net Income
-$324,871
Net Assets
$3,695,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,829
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$228
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 $3,695,310
Total Liabilities $75
Net Assets $3,695,235

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
$124,700
Expenses
$502,206
Net Income
-$377,506
Net Assets
$4,020,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $89,761
72.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,939
28.0%
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 $4,020,181
Total Liabilities $75
Net Assets $4,020,106

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
$80,076
Expenses
$398,799
Net Income
-$318,723
Net Assets
$4,397,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $75,951
94.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,125
5.2%
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 $4,397,686
Total Liabilities $75
Net Assets $4,397,611

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
$91,899
Expenses
$464,076
Net Income
-$372,177
Net Assets
$4,716,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $83,102
90.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,797
9.6%
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 $4,716,260
Total Liabilities $26
Net Assets $4,716,234

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
$85,784
Expenses
$100,897
Net Income
-$15,113
Net Assets
$5,088,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $82,463
96.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,321
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 $5,088,511
Total Liabilities $0
Net Assets $5,088,511

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

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.
2011

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

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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 »

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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.

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