Principal Tr For Medicare-Eligible Post-Retirement Medical Benefits
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 0 | 0 | 0 | — | — |
| 2016 | 27,326,861 | 1,667,899 | 25,658,962 | 184.6 | 0% |
| 2017 | 2,877,774 | 2,243,969 | 633,805 | 140.6 | 0% |
| 2018 | 2,282,685 | 1,811,255 | 471,430 | 177.3 | 0% |
| 2019 | 625,803 | 2,076,187 | −1,450,384 | 146.3 | 0% |
| 2020 | 2,152,847 | 1,437,517 | 715,330 | 217.3 | 0% |
| 2021 | 3,346,341 | 2,343,862 | 1,002,479 | 138.4 | 0% |
| 2022 | 1,234,209 | 2,051,658 | −817,449 | 153.3 | 0% |
| 2023 | 1,063,280 | 1,606,536 | −543,256 | 191.7 | 0% |
In its most recent public year (2023), this organization spent $543,256 more than it brought in. Its reserves stood at about 191.7 months of spending. 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
Principal Tr For Medicare-Eligible Post-Retirement Medical Benefits'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