The Principal Trust For Health Bens For Ees And Non-Medicare Elig Rets
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 87,627,301 | 92,151,777 | −4,524,476 | 10.5 | 0% |
| 2012 | 94,029,096 | 85,216,447 | 8,812,649 | 12.6 | 0% |
| 2013 | 104,829,750 | 81,629,326 | 23,200,424 | 16.6 | 0% |
| 2014 | 86,727,929 | 83,621,859 | 3,106,070 | 16.6 | 0% |
| 2015 | 87,562,584 | 90,897,325 | −3,334,741 | 14.9 | 0% |
| 2016 | 126,733,019 | 116,472,827 | 10,260,192 | 46.9 | 0% |
| 2017 | 122,360,167 | 97,448,917 | 24,911,250 | 59.1 | 0% |
| 2018 | 131,156,671 | 102,885,290 | 28,271,381 | 59.3 | 0% |
| 2019 | 103,544,615 | 110,901,374 | −7,356,759 | 54.3 | 0% |
| 2020 | 166,099,133 | 96,738,798 | 69,360,335 | 70.8 | 0% |
| 2021 | 81,628,644 | 131,983,517 | −50,354,873 | 47.3 | 0% |
| 2022 | −16,475,014 | 161,237,607 | −177,712,621 | 25.5 | 0% |
| 2023 | 76,436,476 | 190,551,334 | −114,114,858 | 19.7 | 0% |
In its most recent public year (2023), this organization spent $114,114,858 more than it brought in. Its reserves stood at about 19.7 months of spending, up from 10.5 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 2023. 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
The Principal Trust For Health Bens For Ees And Non-Medicare Elig Rets's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works