Public Charity

United Policyholders

United Policyholders is a Public Charity headquartered in San Francisco, CA. Financial data from the 2024 filing: $1.3M revenue, $2.0M expenses, $1.9M total assets. 61 publicly reported grants to this organization, totaling roughly $4.3M, appear in IRS filings.

EIN: 943162024 San Francisco, CA Latest filing: 2024
Total Revenue$1.3M
Total Expenses$2.0M
Total Assets$1.9M
Grant Records61
Funding Total$4.3M
Filing Years2019–2024

Mission

United Policyholders (UP) is a 501(c)(3) non-profit organization founded in 1991 that serves as a voice and an information resource for insurance consumers in all 50 states and the District of Columbia. UP guides consumers on shopping for insurance, reducing risk and keeping their assets protected, offers extensive resources related to loss recovery, coverage and the claim process, and is engaged in ongoing advocacy efforts to advance fair insurance practices and uphold policyholders reasonable expectations of coverage.Through a Roadmap to Recovery(R) program, we empower disaster victims, individuals and businesses to successfully navigate the insurance claim and loss recovery process and secure fair, full and prompt payouts and settlements. We do this by creating and disseminating free guidance and tools--including a workshop series, a free online claim guidance library, educational videos, a professional help directory, and volunteers and staff who are experts in personal finance, co

Officers & Directors

Exec Director Amy Bach
President/Dir Bill Hedden
Director Dan Veroff
Director Doug Wertheimer
Sr Prgm Officer Emily Rogan
Director John Ellison

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$398,117 5 grants
Unrestricted
$392,702 4 grants
WILDFIRE RELIEF
$385,000 1 grant
GENERAL OPERATING SUPPORT
$350,000 2 grants
DISASTER RESPONSE
$300,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $1.3M $2.0M $1.9M
2023 $1.3M $1.5M $2.5M
2022 $2.7M $1.2M $2.7M
2020 $897K $1.0M $1.2M
2019 $1.0M $780K $1.2M

Between 2019 and 2024, reported annual revenue grew from $1.0M to $1.3M (+32%), with total assets most recently reported at $1.9M.

Interactive year-over-year charts and full filing details available with membership.

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