Unity Shoppe INC FY2024 filing

Tax-deductible

Santa Barbara, CA501(c)(3)Since 1987Human ServicesEIN 77-0391064Revenue $6.0M in FY2024

On file with the IRSunityshoppe.org1401 Chapala St, 93101-3014 · Santa Barbara, CATax-exempt since Jan 1995Publicly supported charity — 170(b)(1)(A)(vi)

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Unity Shoppe is dedicated to providing residents impacted by temporary conditions of poverty, natural disaster or health crisis with resources, including groceries, clothing, and other essentials as well as job training, that reinforce human dignity and encourage self-sufficiency and independence.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$272K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $510K a year · 9% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$272K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
46
named funders · $1.3M
Looks good: 46 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.0M
+8% vs prior year
Spent
$6.0M
To programs
94%
Net assets
$9.8M
By yearFY2020–FY2025
Revenue
$6.0M
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.8M
FY2021$5.4M
FY2022$4.8M
FY2023$5.6M
FY2024$6.0M
FY2025$6.8M
Expenses
$6.0M
FY2024▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.8M
FY2021$4.3M
FY2022$4.4M
FY2023$5.0M
FY2024$6.0M
FY2025$6.8M
Net assets
$9.8M
FY2024▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.1M
FY2021$9.3M
FY2022$9.6M
FY2023$10.5M
FY2024$9.8M
FY2025$9.9M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $5.6M Management & general 4% · $211K Fundraising 2% · $147K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $272K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$142,308Pt VII · Sec A
Director of Operations
$129,783Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A

Angela Miller-Bevan’s $154K as Executive Director is at the 75th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Angela Miller-Bevan$153,750$142,308$57,692———
Tom Reed——$140,732$98,300$106,087$84,510
Cynthia Hooper$127,891$129,783$132,260———
Barbara Tellefson————$54,240$68,859
Lauren Davis$500—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides essential resources and job training to help people overcome poverty, disaster, or health crises.

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Provided by the organization

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3 programs · $5.6M · in their own filed words · FY2023
01

Seniors resource centerhundreds of long-time senior volunteers work throughout the year - knitting, sewing, quilting, painting, woodworking, and assembling - to provide gift boxes for vulnerable senors.

$5.6Mprogram expense
02

Unity deliversunity delivers, born of necessity in 2020, is a program which meets the needs of low-income seniors and disabled individuals through home deliveries of custom grocery orders. They call and request for groceries that get delivered straight to their door twice monthly, throughout the year.

Pt IX · col B
03

Family services centerfamily services center, referred to as the "free store," is our effort to serve our local residents experiencing life struggles. We provide them with the best groceries we can possibly secure and new and like-new clothing and footwear.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 46 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.0M
Ln 12
Gifts and grantsLn 1h$5.8M
Other incomeLn 4–11$148K
Investment incomeLn 3$46K
Money outPt IX
$6.0M
Ln 25
Programscol B$5.6M
Managementcol C$211K
Fundraisingcol D$147K
Owns and owesPt X
$9.8M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$11.6M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.8M
Noncash giftsLn 1g$3.8M
Fundraising eventsLn 1c$648K
Investment incomeLn 3$46K
Other incomeLn 4–11$148K
Total revenueLn 12$6.0M
Assets in detailPt X, end of year
CashLn 1$2.0M
Cash and savings togetherLn 1–2$2.0M
InvestmentsLn 11–13$531K
Land, buildings, equipmentLn 10c$8.8M
Other assetsLn 15$37K
Total assetsLn 16$11.6M
LiabilitiesLn 26$1.8M
Net assetsLn 32$9.8M
OperationsPt I, VI
EmployeesI 526
VolunteersI 6500
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.6M$2.0M
InvestmentsLn 11–13$466K$531K
Land, buildings, equipmentLn 10c$8.9M$8.8M
Total assetsLn 16$13.3M$11.6M
LiabilitiesLn 26$2.8M$1.8M
Net assetsLn 32$10.5M$9.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$148K$67K$7K$74K
Other salaries and wagesLn 7$1.1M$1.0M$21K$14K
Other employee benefitsLn 9$12K$11K$253$494
Payroll taxesLn 10$91K$82K$2K$7K
Accounting feesLn 11c$31K$30K$1K
Investment management feesLn 11f$960$960
Advertising and promotionLn 12$45K$25K$7K$13K
Office expensesLn 13$36K$25K$7K$4K
OccupancyLn 16$123K$100K$7K$15K
InterestLn 20$153K$83K$70K
Depreciation, depletion and amortizationLn 22$184K$153K$31K
InsuranceLn 23$137K$94K$44K
Other expenses (24a–d)Ln 24$4.0M$3.9M$7K$15K
All other expensesLn 24e$19K$9K$6K$5K
Total functional expensesLn 25$6.0M$5.6M$211K$147K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.8M$6.8M$14K$9.9M 990 PDF
FY2024 Viewing $6.0M$6.0M−$12K$9.8M 990 PDF
FY2023 $5.6M$5.0M$551K$10.5M 990 PDF
FY2022 $4.8M$4.4M$314K$9.6M 990 PDF
FY2021 $5.4M$4.3M$1.2M$9.3M 990 PDF
FY2020 $4.8M$3.8M$1.0M$8.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $5,985,981 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,359,906$5,791,493
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $14,736$46,119
I-11 Other revenuePrior year $181,701$148,369
I-12 Total revenuePrior year $5,556,343$5,985,981
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,327,268$1,304,189
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,678,157$4,693,781
I-18 Total expensesPrior year $5,005,425$5,997,970
I-19 Revenue less expensesPrior year $550,918−$11,989
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,985,981 across 7 lines filed
Lines not itemized here account for $267,418 of total revenue; see the IRS return.
VIII-1c Fundraising events$647,877
VIII-1f All other contributions, gifts and grants$5,143,616
VIII-1g Noncash contributions (included above)$3,817,439
VIII-1h Total contributions, gifts and grants$5,791,493
VIII-3 Investment incomeExcluded from tax $46,119$46,119
VIII-8 Net income from fundraising eventsExcluded from tax −$119,049−$119,049
VIII-12 Total revenueRelated to mission $267,418 · Unrelated business $0 · Excluded from tax −$72,930$5,985,981
Part IX · Statement of functional expenses $5,997,970 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $66,690 · Management $7,410 · Fundraising $74,100$148,200
IX-7 Other salaries and wagesPrograms $1,018,374 · Management $20,610 · Fundraising $14,368$1,053,352
IX-9 Other employee benefitsPrograms $11,171 · Management $253 · Fundraising $494$11,918
IX-10 Payroll taxesPrograms $81,955 · Management $2,114 · Fundraising $6,650$90,719
IX-11c Accounting feesPrograms $29,552 · Management $1,110$30,662
IX-11f Investment management feesManagement $960$960
IX-12 Advertising and promotionPrograms $24,587 · Management $7,311 · Fundraising $12,890$44,788
IX-13 Office expensesPrograms $24,512 · Management $7,496 · Fundraising $3,641$35,649
IX-16 OccupancyPrograms $100,210 · Management $7,001 · Fundraising $15,414$122,625
IX-20 InterestPrograms $83,394 · Management $69,684$153,078
IX-22 Depreciation, depletion and amortizationPrograms $153,152 · Management $30,616$183,768
IX-23 InsurancePrograms $93,502 · Management $43,946$137,448
IX-24 Other expenses (24a–d)Programs $3,944,178 · Management $6,830 · Fundraising $14,593$3,965,601
IX-24e All other expensesPrograms $8,501 · Management $5,610 · Fundraising $5,091$19,202
IX-25 Total functional expensesPrograms $5,639,778 · Management $210,951 · Fundraising $147,241$5,997,970
Part X · Balance sheet $11,599,442 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $2,570,682$2,035,920
X-3 Pledges and grants receivableStart of year $576,062$50,000
X-8 Inventories for sale or useStart of year $797,643$170,781
X-10c Land, buildings and equipment, netStart of year $8,882,579$8,774,849
X-12 Other securitiesStart of year $466,142$530,766
X-15 Other assetsStart of year $51,888$37,126
X-16 Total assetsStart of year $13,344,996$11,599,442
X-17 Accounts payable and accrued expensesStart of year $140,848$90,716
X-25 Other liabilitiesStart of year $44,030$33,425
X-26 Total liabilitiesStart of year $2,833,185$1,756,846
X-27 Net assets without donor restrictionsStart of year $10,271,144$9,792,596
X-28 Net assets with donor restrictionsStart of year $240,667$50,000
X-32 Total net assets or fund balancesStart of year $10,511,811$9,842,596
X-33 Total liabilities and net assetsStart of year $13,344,996$11,599,442
Part XI · Reconciliation of net assets $9,842,596 net assets at year end
XI-1 Total revenue$5,985,981
XI-2 Total expenses$5,997,970
XI-3 Revenue less expenses−$11,989
XI-4 Net assets at start of year$10,511,811
XI-5 Net unrealized gains (losses) on investments$41,214
XI-8 Prior period adjustments−$698,440
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,842,596

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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