UNITY SHOPPE INC (EIN 770391064) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

SUSAN RODRIGUEZ

Phone

8059654122

Tax Period

2024-07-01 to 2025-06-30

UNITY SHOPPE INC, founded in 1987, is a community nonprofit in the Human Services sector that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,497,844

Program Service Revenue $0

Investment Income $82,512

Other Revenue $224,002

TOTAL REVENUE $6,804,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,521,030

Fundraising Expenses $179,695

Program Expenses $6,451,131

Other Expenses $5,269,533

TOTAL EXPENSES $6,790,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,804,358	$5,985,981	+0.1%
Expenses	$6,790,563	$5,997,970	+0.1%
Net Income	$13,795	$-11,989	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

785

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$154,527

Total Directors

$500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI BOUCHER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JONATHA KING	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN RODRIGUEZ	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
REED SPANGLER	TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN DAVIS	DIRECTOR	1.00	Director	$500	$0	$500
DONNIE FELLER	DIRECTOR	1.00	Director	$0	$0	$0
IRENE RHODES	DIRECTOR	1.00	Director	$0	$0	$0
CATHY MACAULAY	DIRECTOR	1.00	Director	$0	$0	$0
BIBI MOEZZI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EDELMAN	DIRECTOR	1.00	Director	$0	$0	$0
CORY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FIGUEROA	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SHANE	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA MILLER-BEVAN	EXECUTIVE DIRECTOR	40.00	Officer	$153,750	$777	$154,527
CYNTHIA HOOPER	DIRECTOR OF OPERATIONS	40.00	Highest	$127,891	$20,002	$147,893

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,804,358	$6,790,563	$11,370,221	$13,795
2024	$5,985,981	$5,997,970	$11,599,442	$-11,989
2023	$5,556,343	$5,005,425	$13,344,996	$550,918
2022	$4,756,460	$4,442,275	$12,792,412	$314,185
2021	$5,428,658	$4,253,190	$12,970,075	$1,175,468
2020	$4,829,574	$3,813,478	$12,397,759	$1,016,096
2019	$4,575,547	$4,367,758	$11,274,970	$207,789
2018	$3,807,941	$3,938,546	$11,630,968	$-130,605

UNITY SHOPPE INC