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United Policyholders

RegisteredEIN 94-3162024San Francisco, CAOther charitable purposes
Income$1.3m2023-12
Spending$1.5msame year
Spent / received80%5-year average
Size in its cause81st pctOther charitable purposes
Exempt since1993Publicly supported organisat
Employees19latest return

Analysis

United Policyholders is a registered charity in United States, based in San Francisco, CA. It received its IRS tax-exemption ruling in April 1993, 33 years ago. Its declared purposes cover unknown, which this site groups under other charitable purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, United Policyholders reported income of $1.3m and spending of $1.5m, spending 117% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $1.0m to $1.3m (+27%), an average of +6.2% a year. The sharpest change came in the year to December 2022, when income rose by 112%. Over the whole period it spent 80% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, United Policyholders sits at the 81st percentile: it is larger than about 80% of them. Against every charity in United States with reported income it ranks in the 82nd percentile, and in the 83rd percentile within CA. Charities of a similar size with the same main cause include Ministerio Biblico Verbo Divino ($1.3m), Cny Fair Housing Inc ($1.3m) and Plano Community Home Sponsor Inc ($1.3m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 94% and program service revenue 2.4% of the total. Compensation of current officers, directors and key employees was $218k (14% of expenses). Other salaries and wages came to $726k. At year end it held assets of $2.5m against liabilities of $170k, net assets of $2.3m. It reported 19 employees.

Income and spending

$0$670k$1.3m$2.0m$2.7m2019 Income: $1,023,9852019 Spending: $779,73620192020 Income: $897,3212020 Spending: $1,014,82820202021 Income: $1,265,9322021 Spending: $1,192,36920212022 Income: $2,679,8862022 Spending: $1,225,80520222023 Income: $1,304,2552023 Spending: $1,531,6482023
IncomeSpending

Where the income comes from

  • Contributions & grants 94%
  • Program services 2.4%
  • Other 3.6%

Similar-sized charities, same cause

CharityLocationIncome
Ministerio Biblico Verbo DivinoSN Bernrdno$1.3m
Cny Fair Housing IncSyracuse$1.3m
Plano Community Home Sponsor IncPlano$1.3m
Camano Senior Services AssociationCamano Island$1.3m