United Policyholders
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 323,194 | 497,337 | −174,143 | 31.4 | 57% |
| 2012 | 326,360 | 494,319 | −167,959 | 30.3 | 59% |
| 2013 | 370,591 | 513,149 | −142,558 | 28.6 | 52% |
| 2014 | 262,928 | 520,418 | −257,490 | 21.9 | 62% |
| 2015 | 316,808 | 501,970 | −185,162 | 16.9 | 65% |
| 2016 | 285,160 | 508,676 | −223,516 | 11.2 | 62% |
| 2017 | 801,015 | 631,410 | 169,605 | 12.3 | 48% |
| 2018 | 897,748 | 661,659 | 236,089 | 16.1 | 56% |
| 2019 | 1,023,985 | 779,736 | 244,249 | 17.4 | 67% |
| 2020 | 897,321 | 1,014,828 | −117,507 | 12.0 | 71% |
| 2021 | 1,265,932 | 1,192,369 | 73,563 | 11.0 | 71% |
| 2022 | 2,679,886 | 1,225,805 | 1,454,081 | 24.9 | 60% |
| 2023 | 1,304,255 | 1,531,648 | −227,393 | 18.1 | 62% |
In its most recent public year (2023), this organization spent $227,393 more than it brought in. Its reserves stood at about 18.1 months of spending, down from 31.4 in 2011. Staff pay was 62% of spending. $353,600 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
United Policyholders's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works