Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits
Pub 78

Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits
Pub 78

Des Moines, IA, US
501(c)
EIN
47-5094550

Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits
Pub 78

Des Moines, IA, US
501(c)
EIN
47-5094550

Income Statement

Fiscal Year Start:
Jan 1
Revenues in 2024

$1,045,544

Investments
77%
Other
16%
Program Services
6%
Contributions
0%
Government Grants
0%
Fundraising Events
0%
Membership Dues
0%
Expenses in 2024

$1,643,922

Benefits to Members
78%
Other
22%
Grants
0%
Salaries & Benefits
0%
Fees to Service Providers
0%
Advertising & Promotion
0%
Offices, Occupancy & IT
0%
Interest
0%
Depreciation
0%
Revenues
2023
2024
Change
Contributions
$0
$0
-
Government Grants
$0
$0
-
Fundraising Events
$0
$0
-
Program Services
$91,508
$67,301
-26%
Membership Dues
$0
$0
-
Investments
$732,365
$810,013
+11%
Other
$239,407
$168,230
-30%
Total Revenues
$1,063,280
$1,045,544
-2%
Expenses
2023
2024
Change
Grants
$0
$0
-
Benefits to Members
$1,407,326
$1,277,265
-9%
Salaries & Benefits
$0
$0
-
Fees to Service Providers
$0
$0
-
Advertising & Promotion
$0
$0
-
Offices, Occupancy & IT
$0
$0
-
Interest
$0
$0
-
Depreciation
$0
$0
-
Other
$199,210
$366,657
+84%
Total Expenses
$1,606,536
$1,643,922
+2%
Net income
2023
2024
Change
Net income
-$543,256
-$598,378
-10%
Functional Expenses
Summary
2023
2024
Change
Program
$1,606,536
$1,643,922
+2%
Admin
$0
$0
-
Fundraising
$0
$0
-
Total Expenses
$1,606,536
$1,643,922
+2%
Income Statement
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