Skip to content
Nonprofiteer
← UNITED POLICYHOLDERS

Form 990 for tax year 2023

Filed by UNITED POLICYHOLDERS.

Totals

Total revenue
$1,304,255
Total expenses
$1,531,648
Contributions and grants received
$1,225,858
Grants paid
$0
Program service revenue
$31,500
Investment income
$40,188
Other revenue
$6,709
Total assets, end of year
$2,480,993
Total liabilities, end of year
$169,742
Net assets or fund balances, end of year
$2,311,251
Program services expenses (Part IX)
$1,366,362
Management and general expenses
$79,867
Fundraising expenses
$85,419
Program service expenses (Part III)
$1,366,362

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Amy Bach

    Exec Director

    Total calculated
    $217,524
    From this org
    $191,135
    From related orgs
    $0
    Other
    $26,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,135
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $26,389
    Filer's total
    $217,524

  • Valerie Brown

    Deputy Exec Dir

    Total calculated
    $161,189
    From this org
    $137,311
    From related orgs
    $0
    Other
    $23,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,311
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $23,878
    Filer's total
    $161,189

  • Emily Rogan

    Sr Prgm Officer

    Total calculated
    $104,081
    From this org
    $104,081
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Steve Falk

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maureen Simons

    Secretary/Dir

    Total calculated
    $0
    Hours/week
    1

  • Norm Boone

    Sect/Tres/Dir

    Total calculated
    $0
    Hours/week
    2

  • John Ellison

    President/Dir

    Total calculated
    $0
    Hours/week
    2

  • Bill Hedden

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Haskett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martin Kirkwood

    Vice Pres/Dir

    Total calculated
    $0
    Hours/week
    1

  • Robert Muriel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Wertheimer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Veroff

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Chip Merlin

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349320032

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.