Civic Intelligence

The Principal Trust for Individual Field Disability

EIN 42-6611161 • 501(c)9 • Des Moines, IA

Profile

Provide Disability Insurance to Members

711 High StreetDes Moines, IA 50392

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,638,157 (-100%) from 2022

Liabilities

Down

$0

Down $45,280 (-100%) from 2022

Net Assets

Down

$0

Down $1,592,877 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $15,778 (-100%) from 2022

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,212,160Liabilities 2011: $20,242Net Assets 2011: $3,191,9182011Assets 2012: $2,407,908Liabilities 2012: $0Net Assets 2012: $2,407,9082012Assets 2013: $1,723,858Liabilities 2013: $1,644Net Assets 2013: $1,722,2142013Assets 2014: $1,694,336Liabilities 2014: $6,297Net Assets 2014: $1,688,0392014Assets 2015: $1,678,241Liabilities 2015: $4,487Net Assets 2015: $1,673,7542015Assets 2016: $1,594,410Liabilities 2016: $9,919Net Assets 2016: $1,584,4912016Assets 2017: $1,593,850Liabilities 2017: $25,223Net Assets 2017: $1,568,6272017Assets 2018: $1,567,114Liabilities 2018: $30,271Net Assets 2018: $1,536,8432018Assets 2019: $1,512,436Liabilities 2019: $16,931Net Assets 2019: $1,495,5052019Assets 2020: $1,502,609Liabilities 2020: $18,686Net Assets 2020: $1,483,9232020Assets 2021: $1,407,936Liabilities 2021: $5,944Net Assets 2021: $1,401,9922021Assets 2022: $1,638,157Liabilities 2022: $45,280Net Assets 2022: $1,592,8772022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $73,209Expenses 2011: $1,093,179Net Income 2011: -$1,019,9702011Revenue 2012: $65,453Expenses 2012: $849,463Net Income 2012: -$784,0102012Revenue 2013: $74,065Expenses 2013: $759,759Net Income 2013: -$685,6942013Revenue 2014: $117,568Expenses 2014: $151,743Net Income 2014: -$34,1752014Revenue 2015: $115,360Expenses 2015: $129,646Net Income 2015: -$14,2862015Revenue 2016: $73,501Expenses 2016: $162,764Net Income 2016: -$89,2632016Revenue 2017: $120,859Expenses 2017: $136,724Net Income 2017: -$15,8652017Revenue 2018: $117,179Expenses 2018: $148,964Net Income 2018: -$31,7852018Revenue 2019: $97,499Expenses 2019: $138,837Net Income 2019: -$41,3382019Revenue 2020: $174,866Expenses 2020: $186,448Net Income 2020: -$11,5822020Revenue 2021: $66,244Expenses 2021: $148,175Net Income 2021: -$81,9312021Revenue 2022: $15,778Expenses 2022: $267,241Net Income 2022: -$251,4632022Revenue 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses-
Net Income-
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.05$1.59$0.02$0.27$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.01$1.40$0.07$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.02$1.48$0.17$0.19$0.01
2019Summary only. Only limited summary data is available for this year.$1.51$0.02$1.50$0.10$0.14$0.04
2018Summary only. Only limited summary data is available for this year.$1.57$0.03$1.54$0.12$0.15$0.03
2017Summary only. Only limited summary data is available for this year.$1.59$0.03$1.57$0.12$0.14$0.02
2016Summary only. Only limited summary data is available for this year.$1.59$0.01$1.58$0.07$0.16$0.09
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$1.67$0.12$0.13$0.01
2014Summary only. Only limited summary data is available for this year.$1.69$0.01$1.69$0.12$0.15$0.03
2013Summary only. Only limited summary data is available for this year.$1.72$0.00$1.72$0.07$0.76$0.69
2012Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.07$0.85$0.78
2011Summary only. Only limited summary data is available for this year.$3.21$0.02$3.19$0.07$1.09$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jan 1, 2023
Signed
Jan 30, 2023
Return Version
2023v4.0
Mission and Program Overview

Mission

Provide Disability Insurance to Members

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis MenkenInvestment Committee-$0--
Jack BishopInvestment Committee-$0--
Lisa CoulsonInvestment Committee-$0--
Kara HoogensenInvestment Committee-$0--
Kenneth McCullumInvestment Committee-$0--
Joel PitzInvestment Committee-$0--
Dwight SoethoutInvestment Committee-$0--
Deanna StrableInvestment Committee-$0--
Janis WinterhofInvestment Committee-$0--
Lisa CoulsonAdministrative Committee-$0--
Joseph McCartyAdministrative Committee-$0--
Nathan SchelhaasAdministrative Committee-$0--
Jon CoutureAdministrative Committee-$0--
Andrew DionAdministrative Committee-$0--
Kevin FarleyAdministrative Committee-$0--
Gina GrahamAdministrative Committee-$0--
Filing and Contact Details

Filer

Filer Name
The Principal Trust for Individual Field Disability
EIN
42-6611161
Phone
5158786903
Address
711 High Street, Des Moines, IA 50392

Signing Officer

Name
Mark Konrad
Title
Trustee, on Behalf of the Trustees
Phone
5158786903
Signed
2023-01-30
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 20

“Effective as of 12:01am on January 1, 2023, in connection with the Plan merger, the Field -1592877.”

Form 990EZ, Part I, Line 20

“Plan Trust, the Disability Field Plan Trusts, and the Disability Employee Plan Trust shall be”

Form 990EZ, Part I, Line 20

“merged into the Employee Trust which shall be renamed The Principal Trust for Health”

Form 990EZ, Part I, Line 20

“and Disability Benefits for Active and Non-Medicare Eligible Retirees (the Trust).”

Raw XML Appendix204 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dennis Menken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jack Bishop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Coulson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kara Hoogensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kenneth McCullum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joel Pitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dwight Soethout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Deanna Strable
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Janis Winterhof
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lisa Coulson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Jon Couture
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Andrew Dion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Kevin Farley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Gina Graham
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Investment Committee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Investment Committee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Administrative Committee
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IRS990ScheduleN/DirectorOfSuccessorInd0true
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IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Trust Merger (See Sch. O)
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Principal Trust for Health Benefit
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0711 High Street
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Des Moines
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IRS990ScheduleN/OwnerOfSuccessorInd0false
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IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Same Committees governed both trusts pre-merger
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Effective as of 12:01am on January 1, 2023, in connection with the Plan merger, the Field -1592877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Plan Trust, the Disability Field Plan Trusts, and the Disability Employee Plan Trust shall be
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2merged into the Employee Trust which shall be renamed The Principal Trust for Health
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3and Disability Benefits for Active and Non-Medicare Eligible Retirees (the Trust).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Konrad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee, on Behalf of the Trustees
ReturnHeader/BusinessOfficerGrp/PhoneNum05158786903
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Principal Trust for Individual Field Disability
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0426611161
ReturnHeader/Filer/PhoneNum05158786903
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ReturnHeader/Filer/USAddress/CityNm0Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050392
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-02-06T14:43:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Konrad
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-01-01
ReturnHeader/TaxYr02023

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