Principal Trust For Post-Retirement Life Benefits For Employees
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 279,386 | 716,928 | −437,542 | 177.9 | 0% |
| 2020 | 778,417 | 514,894 | 263,523 | 253.8 | 0% |
| 2021 | 1,142,694 | 705,735 | 436,959 | 192.6 | 0% |
| 2022 | 534,594 | 758,460 | −223,866 | 175.7 | 0% |
| 2023 | 453,820 | 1,033,965 | −580,145 | 122.1 | 0% |
In its most recent public year (2023), this organization spent $580,145 more than it brought in. Its reserves stood at about 122.1 months of spending, down from 177.9 in 2019. 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
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