Principal Trust For Life Insurance Benefits For Individual Field
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 739,692 | 1,017,401 | −277,709 | 138.7 | 0% |
| 2012 | 791,638 | 821,777 | −30,139 | 171.3 | 0% |
| 2013 | 1,786,219 | 844,860 | 941,359 | 179.9 | 103% |
| 2014 | 2,021,441 | 1,356,855 | 664,586 | 117.9 | 0% |
| 2015 | 1,596,900 | 1,207,630 | 389,270 | 136.4 | 0% |
| 2016 | 2,586,922 | 1,483,724 | 1,103,198 | 119.9 | 0% |
| 2017 | 1,511,668 | 1,115,402 | 396,266 | 163.8 | 0% |
| 2018 | 1,600,627 | 1,197,311 | 403,316 | 156.6 | 0% |
| 2019 | 696,626 | 1,549,764 | −853,138 | 114.4 | 0% |
| 2020 | 1,423,598 | 1,339,481 | 84,117 | 133.1 | 0% |
In its most recent public year (2020), this organization brought in $84,117 more than it spent. Its reserves stood at about 133.1 months of spending, down from 138.7 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2020. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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