Civic Intelligence

United Policyholders

990 • Fiscal year 2020 • EIN 94-3162024

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profilewww.uphelp.org
917 Irving Street 4San Francisco, CA 94122

(415) 393-9990

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.20x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$194,731

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

0.4%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,199,888

Up $5,078 (+0.4%) from 2019

Net Assets

Down

$1,016,000

Down $117,570 (-10%) from 2019

Liabilities

Up

$183,888

Up $122,648 (+200%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin20th percentile

Revenue

Down

$897,321

Down $126,664 (-12%) from 2019

Expenses

Up

$1,014,828

Up $235,092 (+30%) from 2019

Net Income

Down

-$117,507

Down $361,756 (-148%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,325,257Liabilities 2011: $23,394Net Assets 2011: $1,301,8632011Assets 2012: $1,295,156Liabilities 2012: $48,383Net Assets 2012: $1,246,7732012Assets 2013: $1,273,128Liabilities 2013: $52,258Net Assets 2013: $1,220,8702013Assets 2014: $982,622Liabilities 2014: $33,515Net Assets 2014: $949,1072014Assets 2015: $732,859Liabilities 2015: $24,246Net Assets 2015: $708,6132015Assets 2016: $510,963Liabilities 2016: $35,181Net Assets 2016: $475,7822016Assets 2017: $698,637Liabilities 2017: $53,249Net Assets 2017: $645,3882017Assets 2018: $1,000,812Liabilities 2018: $113,094Net Assets 2018: $887,7182018Assets 2019: $1,194,810Liabilities 2019: $61,240Net Assets 2019: $1,133,5702019Assets 2020: $1,199,888Liabilities 2020: $183,888Net Assets 2020: $1,016,0002020Assets 2021: $1,175,090Liabilities 2021: $85,527Net Assets 2021: $1,089,5632021Assets 2022: $2,663,279Liabilities 2022: $119,635Net Assets 2022: $2,543,6442022Assets 2023: $2,480,993Liabilities 2023: $169,742Net Assets 2023: $2,311,2512023Assets 2024: $1,909,059Liabilities 2024: $226,582Net Assets 2024: $1,682,4772024

Highlighted filing

2020

Assets$1,199,888
Liabilities$183,888
Net Assets$1,016,000
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $323,194Expenses 2011: $497,337Net Income 2011: -$174,1432011Revenue 2012: $326,360Expenses 2012: $494,319Net Income 2012: -$167,9592012Revenue 2013: $370,591Expenses 2013: $513,149Net Income 2013: -$142,5582013Revenue 2014: $262,928Expenses 2014: $520,418Net Income 2014: -$257,4902014Revenue 2015: $316,808Expenses 2015: $501,970Net Income 2015: -$185,1622015Revenue 2016: $285,160Expenses 2016: $508,676Net Income 2016: -$223,5162016Revenue 2017: $801,015Expenses 2017: $631,410Net Income 2017: $169,6052017Revenue 2018: $897,748Expenses 2018: $661,659Net Income 2018: $236,0892018Revenue 2019: $1,023,985Expenses 2019: $779,736Net Income 2019: $244,2492019Revenue 2020: $897,321Expenses 2020: $1,014,828Net Income 2020: -$117,5072020Revenue 2021: $1,265,932Expenses 2021: $1,192,369Net Income 2021: $73,5632021Revenue 2022: $2,679,886Expenses 2022: $1,225,805Net Income 2022: $1,454,0812022Revenue 2023: $1,304,255Expenses 2023: $1,531,648Net Income 2023: -$227,3932023Revenue 2024: $1,348,420Expenses 2024: $1,970,981Net Income 2024: -$622,5612024

Highlighted filing

2020

Revenue$897,321
Expenses$1,014,828
Net Income-$117,507
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$941,991
Mission and Program Overview

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 throughout the country. UP helps people make good decisions when buying insurance and filing insurance claims, and works to maintain legal standards that protect policyholders reasonable expectations of coverage.Through a Roadmap to Recovery program, we empower disaster victims, individuals and businesses to secure fair, full and prompt insurance claim 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, construction and the law.Through a Roadmap to Preparedness program, UP promotes disaster preparedness and insurance literacy through outreach and education in partnership with civic, faith based, business and other non-profit orga

United Policyholders ("UP") is a voice and an information resource for insurance consumers throughout the country. UP helps people make good decisions when buying insurance and filing insurance claims.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$631,733$573,497▼ $58,236
Savings and Temporary Cash Investments$491,420$486,640▼ $4,780
Accounts Receivable$44,804$96,966▲ $52,162
Prepaid Expenses and Deferred Charges$9,553$19,085▲ $9,532
Intangible Assets$12,500$18,900▲ $6,400
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$1,194,810$1,199,888▲ $5,078
Other Assets Total$4,800$4,800→ $0
Liabilities
Accounts Payable and Accrued Expenses$61,240$183,888▲ $122,648
Total Liabilities$61,240$183,888▲ $122,648
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$694,364$629,957▼ $64,407
Net Assets With Donor Restrictions$439,206$386,043▼ $53,163
Total Net Assets Fund Balance$1,133,570$1,016,000▼ $117,570
Total Liabilities and Net Assets / Fund Balance$1,194,810$1,199,888▲ $5,078

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$14,519$14,519
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy BachExec DirectorFT$165,000$29,731$194,731
Valerie BrownSr Prgm OfficerFT$97,839$22,669$120,508

Board Members and Trustees

NameTitle
Susan PiperChairman/Director
Christine HaskettDirector
Dan VeroffDirector
Doug WertheimerDirector
Eileen FreiburgerDirector
John EllisonDirector
Martin KirkwoodDirector
Meghan GendelmanDirector
William Chip MerlinDirector
Norm BooneTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$881,827
Program Service Revenue
$0
Investment Income
$1,795
Other Revenue
$13,699
All Other Contributions
$603,385
Change in Net Assets
$-117,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$811,778
Other Expenses$203,050
Total Fundraising Expense$101,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$450,017$20,785$58,766$529,568
Current Officers, Directors, Trustees, and Key Employees$163,962$8,394$22,375$194,731
Occupancy$53,258$2,351$5,773$61,382
Payroll Taxes$45,672$1,585$4,284$51,541
Other Employee Benefits$28,706$2,318$4,914$35,938
Fees for Services Other$32,794$55$186$33,035
Fees for Services Accounting-$23,507-$23,507
All Other Expenses$11,753$2,923$1,762$16,438
Information Technology$10,990$1,381$1,060$13,431
Travel$10,132$396$27$10,555
Other Expenses$6,294$25$86$6,294
Insurance$3,985$637$482$5,104
Office Expenses$1,957$418$35$2,410
Conferences and Meetings$1,589$339-$1,928
Advertising$791$3$12$806
Total Functional Expenses$848,106$65,552$101,170$1,014,828
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,670
Fundraising Gross Income$44,670
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
UP to Good$139,372$44,529$44,529$0
Sponsorship Prgm$134,781$141$141$0
Total Events$274,153$44,670$44,670-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Usually the Form 990 is prepared by a tax professional and then reviewed by the organization's management and Board of Directors. The return is discussed and changes are made if necessary. The final version of the 990 is signed by the Executive Director and the return is filed with the I.R.S.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Board of Directors reviews all potential conflicts of interest annually. The Executive Director and all Board Members are required to disclose (in writing) potential conflicts of interest and related board affiliations. Any potential conflicts are discussed openly and resolved in accordance with the organizations policies and procedures.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Directors reviews the compensation of all high-level personnel annually in accordance with the I.R.S rules and regulations. Efforts are made to research data from industry sources to determine competitiveness of salaries. Every effort is made to comply with I.R.S. guidelines and the organization's policies and procedures to establish transparency in the process.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation of other personnel is reviewed annually by the Board of Directors and members of management. Efforts are made by researching industry data to determine the competitiveness of salaries and related benefits.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org and are also available at the organization's office in San Francisco, CA.”

Filing and Contact Details

Filer

Filer Name
United Policyholders
EIN
94-3162024
Phone
4153939990
Address
917 Irving Street 4, San Francisco, CA 94122

Signing Officer

Name
Amy Bach
Title
Exec Director
Signed
2021-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Amy Bach
Formed
1991
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
15
Volunteers
596

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 562 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt061240
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0183888
IRS990/AccountsReceivableGrp/BOYAmt044804
IRS990/AccountsReceivableGrp/EOYAmt096966
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0United Policyholders ("UP") is a voice and an information resource for insurance consumers throughout the country. UP helps people make good decisions when buying insurance and filing insurance claims.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt012
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03
IRS990/AdvertisingGrp/ProgramServicesAmt0791
IRS990/AdvertisingGrp/TotalAmt0806
IRS990/AllOtherContributionsAmt0603385
IRS990/AllOtherExpensesGrp/FundraisingAmt01762
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02923
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011753
IRS990/AllOtherExpensesGrp/TotalAmt016438
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Molly Isenbarger
IRS990/BooksInCareOfDetail/PhoneNum04153939990
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02607 Westridge Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Angeles
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0900491234
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0631733
IRS990/CashNonInterestBearingGrp/EOYAmt0573497
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt022375
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08394
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0163962
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0194731
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0339
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01589
IRS990/ConferencesMeetingsGrp/TotalAmt01928
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0232999
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0881827
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01795
IRS990/CYOtherExpensesAmt0203050
IRS990/CYOtherRevenueAmt013699
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-117507
IRS990/CYSalariesCompEmpBnftPaidAmt0811778
IRS990/CYTotalExpensesAmt01014828
IRS990/CYTotalFundraisingExpenseAmt0101170
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0897321
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ROADMAP TO RECOVERY(R) HIGHLIGHTS 2020 - Educated and assisted over 600,000 consumers on property, auto, health, disability, long-term care, life, title, and commercial insurance matters via phone, email and www.uphelp.org.- Hosted in person and virtual Roadmap to Recovery(R) workshops and provided long term recovery services to help individuals and families whose homes were damaged or destroyed in California wildfires in Butte County, California (Camp Fire), Sonoma and Napa Counties (North Bay Fires, Kincade Fire), Ventura and Santa Barbara Counties (Thomas Fire), Los Angeles County (Woolsey-Hill Fire, Saddleridge Fire, Tick Fire, Getty Fire), Riverside County (Eagle Fire, Sandalwood Fire, Reche Fire, Wolf Fire, Hill Fire, Water Fire, 46 Fire), Ventura County (Maria Fire, Easy Fire, Woolsey-Hill Fire), San Bernardino County (Hillside Fire), and the four western states devastated by wildfires in 2020, Oregon, California, Washington, and Colorado.- Provided simultaneous Spanish interpretation and powerpoint translation for select virtual Roadmap to Recovery(R) workshops.- Convened monthly Survivor to Survivor forums to connect wildfire survivors with trained UP volunteers who navigated recovery after previous wildfires, and others on the road to recovery.- Created one-on-one clinic virtual model and provided 7 pro bono help clinics for wildfire survivors.- Conducted trainings for employees of entities and organizations providing Case Management services to individuals and families across the country whose homes were damaged or destroyed by natural disasters, including the 2020 Tennessee tornadoes and statewide Disaster Case Manager trainings for the Iowa Derecho and 2020 California wildfires, that impacted 23 counties across the state.- Distributed free copies of The Disaster Recovery Handbook and Household Inventory Guide and Roadmap to Recovery Organizers to catastrophic loss victims throughout the U.S. - Provided volunteers and staff to in person Local Assistance Centers throughout California (LNU wildfires, CZU wildfires, SCU wildfires, Glass Fire, Bobcat FIre)- Established and maintained dedicated online help libraries for victims of wildfires throughout California, Oregon, Colorado, Washington, the Texas ice storm, the Iowa derecho, the Tennessee tornado, and Hurricanes Delta, Ida, and Sally.- Answered questions and processed consumer complaints using UP and staffed by expert volunteers that include construction, claim, forensic, and legal professionals as well as people with personal expertise in disaster recovery.- Supported over 600 volunteers that serve through our Team UP volunteer program of previous disaster survivors and professional volunteers that support our programs.- Distributed client help materials to NGO, faith-based, and government agency partners.- Expanded our national Find Professional Help and State-by-State Assistance directories.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0439206
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0386043
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0618670
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023507
IRS990/FeesForServicesAccountingGrp/TotalAmt023507
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0186
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt055
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt032794
IRS990/FeesForServicesOtherGrp/TotalAmt033035
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt029731
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122669
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Amy Bach
IRS990/Form990PartVIISectionAGrp/PersonNm1Valerie Brown
IRS990/Form990PartVIISectionAGrp/PersonNm2Susan Piper
IRS990/Form990PartVIISectionAGrp/PersonNm3Norm Boone
IRS990/Form990PartVIISectionAGrp/PersonNm4John Ellison
IRS990/Form990PartVIISectionAGrp/PersonNm5Doug Wertheimer
IRS990/Form990PartVIISectionAGrp/PersonNm6Christine Haskett
IRS990/Form990PartVIISectionAGrp/PersonNm7Martin Kirkwood
IRS990/Form990PartVIISectionAGrp/PersonNm8Meghan Gendelman
IRS990/Form990PartVIISectionAGrp/PersonNm9Eileen Freiburger
IRS990/Form990PartVIISectionAGrp/PersonNm10Dan Veroff
IRS990/Form990PartVIISectionAGrp/PersonNm11William Chip Merlin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0165000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt197839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sr Prgm Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman/Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer/Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0232999
IRS990/FundraisingDirectExpensesAmt044670
IRS990/FundraisingGrossIncomeAmt044670
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt045443
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0941991
IRS990/GrossRentsGrp/RealAmt012800
IRS990/GrossSalesOfInventoryAmt0899
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01060
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01381
IRS990/InformationTechnologyGrp/ProgramServicesAmt010990
IRS990/InformationTechnologyGrp/TotalAmt013431
IRS990/InsuranceGrp/FundraisingAmt0482
IRS990/InsuranceGrp/ManagementAndGeneralAmt0637
IRS990/InsuranceGrp/ProgramServicesAmt03985
IRS990/InsuranceGrp/TotalAmt05104
IRS990/IntangibleAssetsGrp/BOYAmt012500
IRS990/IntangibleAssetsGrp/EOYAmt018900
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01795
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01795
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014519
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt014519
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0United 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 throughout the country. UP helps people make good decisions when buying insurance and filing insurance claims, and works to maintain legal standards that protect policyholders reasonable expectations of coverage.Through a Roadmap to Recovery program, we empower disaster victims, individuals and businesses to secure fair, full and prompt insurance claim 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, construction and the law.Through a Roadmap to Preparedness program, UP promotes disaster preparedness and insurance literacy through outreach and education in partnership with civic, faith based, business and other non-profit orga
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01133570
IRS990/NetAssetsOrFundBalancesEOYAmt01016000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0899
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0899
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012800
IRS990/NetUnrlzdGainsLossesInvstAmt0-63
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0694364
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0629957
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05773
IRS990/OccupancyGrp/ManagementAndGeneralAmt02351
IRS990/OccupancyGrp/ProgramServicesAmt053258
IRS990/OccupancyGrp/TotalAmt061382
IRS990/OfficeExpensesGrp/FundraisingAmt035
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0418
IRS990/OfficeExpensesGrp/ProgramServicesAmt01957
IRS990/OfficeExpensesGrp/TotalAmt02410
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04800
IRS990/OtherAssetsTotalGrp/EOYAmt04800
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04914
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02318
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028706
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035938
IRS990/OtherExpensesGrp/Desc0Payroll Service Fees
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Program Supplies
IRS990/OtherExpensesGrp/FundraisingAmt01408
IRS990/OtherExpensesGrp/FundraisingAmt186
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0423
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/ProgramServicesAmt09817
IRS990/OtherExpensesGrp/ProgramServicesAmt18434
IRS990/OtherExpensesGrp/ProgramServicesAmt27955
IRS990/OtherExpensesGrp/ProgramServicesAmt36294
IRS990/OtherExpensesGrp/TotalAmt011648
IRS990/OtherExpensesGrp/TotalAmt18532
IRS990/OtherExpensesGrp/TotalAmt27980
IRS990/OtherExpensesGrp/TotalAmt36294
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058766
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020785
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0450017
IRS990/OtherSalariesAndWagesGrp/TotalAmt0529568
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04284
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01585
IRS990/PayrollTaxesGrp/ProgramServicesAmt045672
IRS990/PayrollTaxesGrp/TotalAmt051541
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09553
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019085
IRS990/PrincipalOfficerNm0Amy Bach
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCACY AND ACTION HIGHLIGHTS 2020 - Convened a COVID-19 Loss Recovery Initiative Working Group to assist insured businesses in connection with business interruption losses, coordinated semi-monthly meetings.- Established and maintained a COVID-19 Loss Recovery Reference Library.- Filed 30 "friend of the court" legal briefs presenting insurance consumers perspectives in appellate courts throughout the 50 states.- Launched the Restoring Insurance Safetynet Coalition (RISC) to reverse the trend of insurance policy re-writes that are shrinking coverage for damage to homes.- Collaborated with public officials and firefighting agencies to help homeowners in brush areas maintain affordable insurance.- Represented policyholders on the Federal Advisory Committee on Insurance, U.S. Treasury.- Addressed audiences at numerous virtual conferences and events on matters that impact insurance consumers. - Represented policyholders in the proceedings of the National Association of Insurance Commissioners.- Submitted support and opposition letters to State and Federal legislators to promote and protect insurance consumer interests in public policy matters. - Responded to information and interview requests from media professionals and was referenced as a source in more than 66 digital, print and broadcast media pieces.- Conducted 5 data collection surveys to gather data, disseminated the results.- Provided consumers perspectives at professional conferences of actuaries, regulators, lawmakers and insurance industry representatives.- Issued press releases/media advisories and published research reports on a variety of important insurance issues.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0130036
IRS990/ProgSrvcAccomActy3Grp/Desc0ROADMAP TO PREPAREDNESS 2020- Launched a Wildfire Risk Reduction and Asset Protection initiative and convened a working group to establish wildfire mitigation standards and insurance rewards for risk reduction.- Continued assisting residents of California Wildland Urban Interface Zones find and maintain insurance on their homes.- Partnered with San Diego County Office Office of Emergency Services and local firefighters to develop a pilot mitigation certificate program to incentivize homeowners to implement fire-reduction strategies.- Participated in the California LISTOS campaign helping San Francisco residents prepare for disaster. - Partnered with Counties throughout the State of Colorado to disseminate our Tips from the Trenches preparedness tips to Colorado residents. - Educated homeowners and renters throughout California on home, earthquake and flood insurance and financial preparedness. - Distributed Wise UP: The Savvy Consumers Guide to Buying Insurance. - Participated in Tele-Town Halls with the California Department of Insurance and California Office of Emergency Management to promote wildfire preparedness throughout California.- Helped San Francisco residents. - Created additional resources to help homeowners who have been dropped by their insurance company.- Distributed home inventory worksheets throughout California and Colorado.- Served as expert presenters at disaster preparedness events throughout the country.- Partnered with faith-based and other non-profit organizations to broadcast preparedness messages and distribute materials and tools.- Expanded resources in the Roadmap to Preparedness section of www.uphelp.org.- Participated in community-led and Voluntary Organizations Active in Disaster meetings on the local, state and National level and formed alliances with other organizations.- Worked with vendors of products that improve home safety and increase disaster resilience.- Published print and online newsletters and monthly consumer tips.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt099400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01008269
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02108
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0205197
IRS990/PYOtherRevenueAmt013608
IRS990/PYRevenuesLessExpensesAmt0244249
IRS990/PYSalariesCompEmpBnftPaidAmt0574539
IRS990/PYTotalExpensesAmt0779736
IRS990/PYTotalRevenueAmt01023985
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-117507
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0491420
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0486640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0881827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01008269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0875046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0624810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03638996
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012494
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030687
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078506
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08774
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97890
IRS990ScheduleA/PublicSupportPY170Pct00.96950
IRS990ScheduleA/PublicSupportTotal170Amt03638996
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0881827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01008269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0875046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0624810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0249044
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03638996
IRS990ScheduleA/TotalSupportAmt03717502
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,199,888
Liabilities
$183,888
Net assets
$1,016,000
Revenue
$897,321
Expenses
$1,014,828
Net income
-$117,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.23$1.68$1.35$1.97$0.62
2023Summary only. Only limited summary data is available for this year.$2.48$0.17$2.31$1.30$1.53$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.12$2.54$2.68$1.23$1.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.09$1.09$1.27$1.19$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.18$1.02$0.90$1.01$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.06$1.13$1.02$0.78$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.11$0.89$0.90$0.66$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.05$0.65$0.80$0.63$0.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.04$0.48$0.29$0.51$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.02$0.71$0.32$0.50$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.03$0.95$0.26$0.52$0.26
2013Summary only. Only limited summary data is available for this year.$1.27$0.05$1.22$0.37$0.51$0.14
2012Summary only. Only limited summary data is available for this year.$1.30$0.05$1.25$0.33$0.49$0.17
2011Summary only. Only limited summary data is available for this year.$1.33$0.02$1.30$0.32$0.50$0.17