Civic Intelligence

New Story Inc

EIN 47-2529408 • 501(c)3 • Atlanta, GA

Profile

New story, inc. Is a nonprofit organization founded in 2014, with operations commencing in 2015. New story's focus is to create sustainable and scalable housing solutions for vulnerable individuals and families around the world.

245 N Highland Ave 230-610Atlanta, GA 30307

www.newstoryhomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.27x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.41x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$15,795,922

Up $3,491,766 (+28%) from 2023

Liabilities

Up

$4,261,795

Up $106,560 (+2.6%) from 2023

Net Assets

Up

$11,534,127

Up $3,385,206 (+42%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin84th percentile

Revenue

Up

$10,431,069

Up $4,352,803 (+72%) from 2023

Expenses

Down

$6,726,261

Down $1,124,864 (-14%) from 2023

Net Income

Up

$3,704,808

Up $5,477,667 (+309%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2015: $877,686Liabilities 2015: $6,352Net Assets 2015: $871,3342015Assets 2016: $1,739,677Liabilities 2016: $21,219Net Assets 2016: $1,718,4582016Assets 2017: $4,093,302Liabilities 2017: $44,037Net Assets 2017: $4,049,2652017Assets 2018: $6,483,638Liabilities 2018: $230,687Net Assets 2018: $6,252,9512018Assets 2019: $10,249,498Liabilities 2019: $1,110,298Net Assets 2019: $9,139,2002019Assets 2020: $11,933,622Liabilities 2020: $751,739Net Assets 2020: $11,181,8832020Assets 2021: $15,933,700Liabilities 2021: $3,010,985Net Assets 2021: $12,922,7152021Assets 2022: $14,589,450Liabilities 2022: $4,667,755Net Assets 2022: $9,921,6952022Assets 2023: $12,304,156Liabilities 2023: $4,155,235Net Assets 2023: $8,148,9212023Assets 2024: $15,795,922Liabilities 2024: $4,261,795Net Assets 2024: $11,534,1272024

Highlighted filing

2024

Assets$15,795,922
Liabilities$4,261,795
Net Assets$11,534,127
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $1,797,892Expenses 2015: $926,558Net Income 2015: $871,3342015Revenue 2016: $3,787,439Expenses 2016: $2,904,315Net Income 2016: $883,1242016Revenue 2017: $5,580,370Expenses 2017: $3,251,304Net Income 2017: $2,329,0662017Revenue 2018: $8,640,360Expenses 2018: $6,436,039Net Income 2018: $2,204,3212018Revenue 2019: $10,413,447Expenses 2019: $7,561,534Net Income 2019: $2,851,9132019Revenue 2020: $10,059,247Expenses 2020: $8,016,684Net Income 2020: $2,042,5632020Revenue 2021: $12,611,627Expenses 2021: $10,710,985Net Income 2021: $1,900,6422021Revenue 2022: $11,537,929Expenses 2022: $14,811,240Net Income 2022: -$3,273,3112022Revenue 2023: $6,078,266Expenses 2023: $7,851,125Net Income 2023: -$1,772,8592023Revenue 2024: $10,431,069Expenses 2024: $6,726,261Net Income 2024: $3,704,8082024

Highlighted filing

2024

Revenue$10,431,069
Expenses$6,726,261
Net Income$3,704,808
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,795,922
Liabilities
$4,261,795
Net assets
$11,534,127
Revenue
$10,431,069
Expenses
$6,726,261
Net income
$3,704,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$4.26$11.5$10.4$6.73$3.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$4.16$8.15$6.08$7.85$1.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$4.67$9.92$11.5$14.8$3.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$3.01$12.9$12.6$10.7$1.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.75$11.2$10.1$8.02$2.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$1.11$9.14$10.4$7.56$2.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.23$6.25$8.64$6.44$2.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.04$4.05$5.58$3.25$2.33
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.02$1.72$3.79$2.90$0.88
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.01$0.87$1.80$0.93$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.1
Gross Receipts
$10,747,644
Mission and Program Overview

Mission

New story builds homes for people living in survival mode around the world, improving safety, health, income, and education.

New story, inc. Is a nonprofit building a more inclusive housing market for vulnerable families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,163,179$7,244,552▲ $1,081,373
Cash and Non-Interest-Bearing Accounts$4,277,389$5,503,605▲ $1,226,216
Other Notes and Loans Receivable, Net$738,731$2,131,036▲ $1,392,305
Land, Buildings, and Equipment, Net$316,735$312,517▼ $4,218
Investments Other Securities$130,607$113,679▼ $16,928
Prepaid Expenses and Deferred Charges$94,471$71,621▼ $22,850
Savings and Temporary Cash Investments$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Loans From Officers Directors$0$0→ $0
Total Assets$12,304,156$15,795,922▲ $3,491,766
Other Assets Total$583,044$418,912▼ $164,132
Liabilities
Unsecured Notes Loans Payable$3,250,000$3,602,381▲ $352,381
Other Liabilities$625,419$442,608▼ $182,811
Accounts Payable and Accrued Expenses$279,816$216,806▼ $63,010
Total Liabilities$4,155,235$4,261,795▲ $106,560
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,308,942$8,065,928▲ $756,986
Net Assets Without Donor Restrictions$839,979$3,468,199▲ $2,628,220
Total Net Assets Fund Balance$8,148,921$11,534,127▲ $3,385,206
Total Liabilities and Net Assets / Fund Balance$12,304,156$15,795,922▲ $3,491,766

Asset Categories

AssetBook ValueDepreciationBasis
Land$285,386-$285,386
Equipment$11,777$100,501$112,278
Other Land Buildings$15,354-$15,354
Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brett HaglerChief Executive OfficerFT$260,199$77,227$337,426
Matthew MarshallChief Business OfficerFT$199,035$57,981$257,016
Liezl Van RiperChief Development OfficerFT$218,719$37,621$256,340
Jason JumonvilleChief Financial OfficerFT$213,145$32,403$245,548
Hewsan PangVP Strategic InitiativesFT$188,128$7,683$195,811
Adolfo AguirreGlobal ControllerFT$183,270$10,965$194,235
SOPHIA O'ROURKEDirector of People & CultureFT$124,928$9,735$134,663
Danielle ArmourDirector of DevelopmentFT$123,978$8,573$132,551
Chris BartonGeneral CounselPT$123,333-$123,333
Jennifer HolguinDirector of Creative OperationsFT$102,705$10,879$113,584
Sarah LeeChief Operating OfficerFT$82,295$2,306$84,601

Board Members and Trustees

NameTitle
Cj FitzgeraldChairman
Catherine CoylerDirector
George HuberDirector
Jose Pepe ShabotDirector
Pete FlintDirector
Robert HohmanDirector
Steve AyoubDirector
Viktoria HarrisonDirector - Through 2/24

Highest Paid Contractors

ContractorServicesLocationCompensation
Arnold & PorterLegal Services1144 FIFTEENTH STREET STE 3100, Denver, CO 80202$128,400
Revenue and Support

Revenue Composition

Contributions and Grants
$10,262,260
Program Service Revenue
$0
Investment Income
$509,223
Other Revenue
$-340,414
All Other Contributions
$8,465,633
Change in Net Assets
$3,704,808

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$300,253Market value
Total Noncash Contributions3$300,253-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,431,068
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$237,461
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$10,668,529
Total Revenue per Form 990
$10,431,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,984,640
Other Expenses$2,142,369
Total Fundraising Expense$1,278,710
Grants and Similar Amounts Paid$599,252
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$1,623,134$133,408$466,929$2,223,471
Current Officers, Directors, Trustees, and Key Employees$785,555$64,566$225,982$1,076,103
Travel$222,322$88,929$133,873$445,124
Other Employee Benefits$287,810$23,656$82,795$394,261
Grants to Domestic Orgs$391,710--$391,710
Fees for Services Other$284,867$17,897$81,286$384,050
Fees for Services Legal$270,153$15,009$15,009$300,171
Payroll Taxes$212,288$17,448$61,069$290,805
Occupancy$136,688$129,379$7,308$273,375
Fees for Services Accounting$76,084$90,378$59,484$225,946
Foreign Grants$207,542--$207,542
Information Technology$80,025$6,954$38,265$125,244
Office Expenses$42,042$1,270$60,745$104,057
Interest$62,421--$62,421
Other Expenses$18,426$1,290$6,136$25,852
Conferences and Meetings$16,280$1,251$4,379$21,910
Depreciation Depletion-$19,571-$19,571
Total Functional Expenses$4,802,975$644,576$1,278,710$6,726,261

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,092,229
Expenses per Audited Statements$6,772,629
Total Expenses per Form 990$6,726,261
Expenses Not Reported on Form 990$319,600
Expenses Not Reported on Financial Statements$-46,368
Other Expense Adjustments$-46,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Fuller CenterAmericus, GA501(c)(3)TO CONSTRUCT NEW HOMES RELATED TO THE ORGANIZATION'S PROGRAM$391,710

International Summary

Offices
2
Employees
8
Spending
$207,542

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
Yes
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (Canada & Mexico only)Program ServicesHome Construction28$207,542
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$299,647
Fundraising Gross Income$299,647
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
10 Year Anniversary - Cabo$2,096,274$299,647$131,989$167,658
Event 2-$0-$0
Total Events$2,096,274$299,647$299,647$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Former COOHired as Contractor to Assist With Event CoordinationNo$57,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$442,608
Lease Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 Review of form 990 by governing body

“Form 990 is prepared by an independent public accountant. The final version of the tax filing is provided to all members of the organization's board of directors for review. A representative of the organization authorizes the final 990 which is then e-filed with the internal revenue service.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Members of the board of directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures. Compensation of the other personnel and key employees is reviewed periodically by members of management.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Members of the board of directors review the compensation of all high-level personnel periodically in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures. Compensation of the other personnel and key employees is reviewed periodically by members of management.”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“N/A”

Form 990, Part VI, Line 19 Required documents available to the public

“Forms are available upon request.”

Filing and Contact Details

Filer

Filer Name
New Story Inc
EIN
47-2529408
Phone
5134536112
Address
245 N HIGHLAND AVE 230-610, ATLANTA, GA 30307

Signing Officer

Name
Jason Jumonville
Title
CFO
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
7
Employees
23
Volunteers
7

Preparer

Firm
Plante & Moran PLLC
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“ROUNDING ADJUSTMENT - -2; UNCOLLECTIBLE DONATIONS EXPENSE - -319600; Total - -319602;”

Financial Statement Notes

Schedule D, Part XI

“The organization is a not-for-profit corporation and is exempt from tax under the provisions of internal revenue code section 501(c)(3). Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the organization, and has concluded that as of december 31, 2023 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“FX GAIN/LOSS - 237461”

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

“ROUNDING - 1”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Uncollectable donations - 319600”

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

“Fx gain/loss - -46367 rounding - -1”

Raw XML AppendixShowing 400 of 941 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF BUSINESS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF OPERATING OFFICER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR - THROUGH 2/24
IRS990/Form990PartVIISectionAGrp/TitleTxt14GLOBAL CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF CREATIVE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF PEOPLE & CULTURE
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