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UNITED POLICYHOLDERS

EIN 94-3162024 SAN FRANCISCO, CA

Revenue 2024
$1,348,420
Expenses 2024
$1,970,981

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
Z99Z
Classification
1000
Street
917 IRVING ST STE 4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Amy Bach

    Exec Director

    Total calculated
    $241,622
    From this org
    $214,668
    From related orgs
    $0
    Other
    $26,954
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,668
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $26,954
    Filer's total
    $241,622

  • Valerie Brown

    Deputy Exec Dir

    Total calculated
    $157,156
    From this org
    $128,800
    From related orgs
    $0
    Other
    $28,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,800
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $28,356
    Filer's total
    $157,156

  • Emily Rogan

    Sr Prgm Officer

    Total calculated
    $108,753
    From this org
    $108,741
    From related orgs
    $0
    Other
    $12
    Hours/week
    40

  • Steve Falk

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maureen Simons

    Director

    Total calculated
    $0
    Hours/week
    1

  • Norm Boone

    Treasurer/Dir

    Total calculated
    $0
    Hours/week
    2

  • John Ellison

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Hedden

    President/Dir

    Total calculated
    $0
    Hours/week
    2

  • Rani Gupta

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martin Kirkwood

    Vice Pres/Secty

    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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $1,348,420
    Expenses
    $1,970,981
    Contributions
    $1,294,166
    Grants paid
    $0
  • 2023
    Revenue
    $1,304,255
    Expenses
    $1,531,648
    Contributions
    $1,225,858
    Grants paid
    $0
  • 2022
    Revenue
    $2,679,886
    Expenses
    $1,225,805
    Contributions
    $2,674,394
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.