Overview

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Est.

1991

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

United Policyholders (EIN: 94-3162024) is a nonprofit organization dedicated to consumer protection by serving as a voice and information resource for insurance consumers across the United States. With an operating budget of $2 million and total revenue of $1.3 million for the 2024 filing year, UP assists individuals in making informed decisions about purchasing insurance and filing claims. The organization does not rely on any single funder for 50% or more of its revenue, ensuring a diverse funding base to support its mission. For more information, visit their website at www.uphelp.org.

Mission Statement

United Policyholders ("UP") is a voice and an information resource for insurance consumers throughout the country. UP helps people make good decisions when buying insurance and filing insurance claims.
Revenues
$1.3M
Expenses
$2M
Net Income:
-$622.6K
Assets
$1.9M
Liabilities
$226.6K
Net Assets:
+$1.7M
Operating Budget
$2M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
6
Median grant size
$23K
Largest grant received
$115K
A
Amy Bach
Board Member
D
Dan Veroff
Board Member
W
William Chip Merlin
Board Member

Frequently Asked Questions

What is United Policyholders’s budget?
In 2024, United Policyholders reported an annual operating budget of around $2 million. More detailed financial information is available to registered users.
What causes does United Policyholders support?
United Policyholders supports work in Consumer protection and Unknown or not classified.
Where does United Policyholders operate?
United Policyholders is headquartered in San Francisco, CA.
Who funded United Policyholders recently?
In 2025, United Policyholders received grants from THE COMMUNITY FOUNDATION OF SARASOTA CO INC, COMMUNITY FOUNDATION BOULDER COUNTY, and DONOR ADVISED CHARITABLE GIVING INC. More information on this organization’s funders is available to registered users.
What is the largest grant United Policyholders received in 2024?
The largest grant to United Policyholders in 2024 exceeds $115 thousand.
What is United Policyholders’s reliance on government grants?
United Policyholders relied on government grants for more than 20% of their total revenue in 2024.