Principal Tr For Medicare-eligible Post-retirement Medical Benefits is a 501(c)(9) organization based in Des Moines, Iowa, registered in 2016, with $1,045,544 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$1.0M
▼ 1.7% vs prior year
Membership median: $185K
Expenses (FY2024)
$1.6M
Net assets
$25.1M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Principal Tr For Medicare-eligible Post-retirement Medical Benefits— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Principal Tr For Medicare-eligible Post-retirement Medical Benefits: 183 mo reserves · -57% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Principal Tr For Medicare-eligible Post-retirement Medical Benefits— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Principal Tr For Medicare-eligible Post-retirement Medical Benefits: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $2.2M (FY2020) to $1.0M (FY2024) across 5 reported years.
Financial snapshot
Operating margin
-57.2%
Spent more than it raised in the latest fiscal year.
Total assets
$25.1M
Total liabilities
$93
Net assets
$25.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,045,544▼1.7% | $1,643,922▲2.3% | $25,072,534▼2.3% | $25,072,627▼2.3% | 990 |
| 2023 | $1,063,280▼13.8% | $1,606,536▼21.7% | $25,670,912▼2.1% | $25,670,959▼2.1% | 990 |
| 2022 | $1,234,209▼63.1% | $2,051,658▼12.5% | $26,214,168▼3.0% | $26,214,168▼3.0% | 990 |
| 2021 | $3,346,341▲55.4% | $2,343,862▲63.0% | $27,031,618▲3.9% | $27,031,618▲3.9% | 990 |
| 2020 | $2,152,847 | $1,437,517 | $26,029,140 | $26,029,140 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Principal Tr For Medicare-eligible Post-retirement Medical Benefits (EIN 47-5094550) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.