Civic Intelligence

First Story

990 • Fiscal year 2020 • EIN 91-1755886

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

Organization Profilewww.firststory.org
963 SW Simpsone AveBend, OR 97702

(541) 728-0830

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets10th percentile

Assets

Flat

$15,907,914

Flat from 2020

Net Assets

Flat

$15,857,544

Flat from 2020

Liabilities

Flat

$50,370

Flat from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin88th percentile

Revenue

Flat

$3,476,729

Flat from 2020

Expenses

Flat

$2,016,154

Flat from 2020

Net Income

Flat

$1,460,575

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2011: $7,078,567Liabilities 2011: $30,576Net Assets 2011: $7,047,9912011Assets 2012: $7,577,794Liabilities 2012: $27,870Net Assets 2012: $7,549,9242012Assets 2013: $8,067,106Liabilities 2013: $54,622Net Assets 2013: $8,012,4842013Assets 2014: $8,533,428Liabilities 2014: $26,449Net Assets 2014: $8,506,9792014Assets 2015: $9,630,089Liabilities 2015: $418,010Net Assets 2015: $9,212,0792015Assets 2016: $10,243,174Liabilities 2016: $30,041Net Assets 2016: $10,213,1332016Assets 2017: $11,581,094Liabilities 2017: $53,759Net Assets 2017: $11,527,3352017Assets 2018: $12,796,123Liabilities 2018: $3,353Net Assets 2018: $12,792,7702018Assets 2019: $14,443,501Liabilities 2019: $46,532Net Assets 2019: $14,396,9692019Assets 2020: $15,907,914Liabilities 2020: $50,370Net Assets 2020: $15,857,5442020Assets 2020: $15,907,914Liabilities 2020: $50,370Net Assets 2020: $15,857,5442020Assets 2021: $17,985,928Liabilities 2021: $43,087Net Assets 2021: $17,942,8412021Assets 2022: $19,966,948Liabilities 2022: $36,956Net Assets 2022: $19,929,9922022Assets 2023: $21,809,355Liabilities 2023: $49,337Net Assets 2023: $21,760,0182023Assets 2024: $24,294,127Liabilities 2024: $159,368Net Assets 2024: $24,134,7592024

Highlighted filing

2020

Assets$15,907,914
Liabilities$50,370
Net Assets$15,857,544
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2011: $1,802,779Expenses 2011: $1,043,560Net Income 2011: $759,2192011Revenue 2012: $1,296,514Expenses 2012: $794,581Net Income 2012: $501,9332012Revenue 2013: $1,024,119Expenses 2013: $561,559Net Income 2013: $462,5602013Revenue 2014: $1,211,316Expenses 2014: $716,821Net Income 2014: $494,4952014Revenue 2015: $1,555,274Expenses 2015: $850,174Net Income 2015: $705,1002015Revenue 2016: $2,313,246Expenses 2016: $1,312,192Net Income 2016: $1,001,0542016Revenue 2017: $2,614,955Expenses 2017: $1,300,753Net Income 2017: $1,314,2022017Revenue 2018: $2,760,113Expenses 2018: $1,497,346Net Income 2018: $1,262,7672018Revenue 2019: $3,079,684Expenses 2019: $1,475,485Net Income 2019: $1,604,1992019Revenue 2020: $3,476,729Expenses 2020: $2,016,154Net Income 2020: $1,460,5752020Revenue 2020: $3,476,729Expenses 2020: $2,016,154Net Income 2020: $1,460,5752020Revenue 2021: $4,059,570Expenses 2021: $2,000,573Net Income 2021: $2,058,9972021Revenue 2022: $4,453,023Expenses 2022: $2,465,872Net Income 2022: $1,987,1512022Revenue 2023: $4,523,613Expenses 2023: $2,693,587Net Income 2023: $1,830,0262023Revenue 2024: $4,843,342Expenses 2024: $2,468,601Net Income 2024: $2,374,7412024

Highlighted filing

2020

Revenue$3,476,729
Expenses$2,016,154
Net Income$1,460,575
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 14, 2021
Return Version
2020v4.0
Gross Receipts
$4,691,357
Mission and Program Overview

Mission

First story provides quality affordable housing through a 30-year, zero-interest and zero-down home loan to lower-income families (defined as below 80% of area median income). In addition, first story provides financial support to low-income individuals, persons in need and at-risk youth and funding for housing/shelter services, hunger relief, emergency aid, and/or support to other organizations aligned with the corporations mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$9,312,576$10,871,341▲ $1,558,765
Investments in Publicly Traded Securities$2,857,486$3,191,976▲ $334,490
Cash and Non-Interest-Bearing Accounts$1,197,688$1,309,455▲ $111,767
Inventories for Sale or Use$897,825$477,374▼ $420,451
Prepaid Expenses and Deferred Charges$33,432$50,589▲ $17,157
Pledges and Grants Receivable$144,494$7,179▼ $137,315
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$14,443,501$15,907,914▲ $1,464,413
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$44,532$34,620▼ $9,912
Deferred Revenue$2,000$15,750▲ $13,750
Total Liabilities$46,532$50,370▲ $3,838
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,396,969$15,857,544▲ $1,460,575
Total Net Assets Fund Balance$14,396,969$15,857,544▲ $1,460,575
Total Liabilities and Net Assets / Fund Balance$14,443,501$15,907,914▲ $1,464,413
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Angela PricePresident
Claire DuncanExecutive Director
Dennis MurphyTrustee
George SlapeTrustee
Hayden WatsonTrustee
Scott KnoxTrustee
Stephanie AlvstadTrustee
Tim KnoppTrustee
Alicia MooreSecretary
Caleb AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,535,640
Program Service Revenue
$1,866,254
Investment Income
$104,063
Other Revenue
$-29,228
All Other Contributions
$790,001
Change in Net Assets
$1,460,575

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential73$252,530
Other Non Cash Contri Table5$17,867
Total Noncash Contributions78$270,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,823,654
Grants and Similar Amounts Paid$192,500
Total Fundraising Expense$73,383
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$192,500--$192,500
Fees for Services Management$126,870$33,744-$160,614
Advertising--$63,786$63,786
Insurance-$27,740-$27,740
Fees for Service Investment Mgmnt Fees-$16,393-$16,393
All Other Expenses$1,875$12,489-$14,364
Fees for Services Accounting-$13,552-$13,552
Fees for Services Legal-$10,179-$10,179
Other Expenses$8,317$48,725$9,597$8,317
Conferences and Meetings-$7,124-$7,124
Office Expenses-$5,958-$5,958
Total Functional Expenses$1,766,867$175,904$73,383$2,016,154
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public CharityBend, OR-Low-income Assistance$192,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,335
Gaming Gross Income$6,214
Gaming Direct Expenses$3,107
Professional Fundraising Fees$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
Hayden WatsonTrusteeHome Construct. & MgNo$929,609

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
Yes
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
No
Other officer compensation reviewed
No
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

“The board members reviewed the form 990 in a regulary scheduled public meeting. The board then approved the return for filing. Information is made to the public on website. (www.firststory.org)”

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

“All board members are required to sign a conflict policy and list any known conflicts. If new conflicts arise, each member is required to disclose conflict at a regular meeting.”

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

“Documents are available upon request or through our website: www.firststory.org”

Filing and Contact Details

Filer

Filer Name
First Story
EIN
91-1755886
Phone
5417280830
Address
963 SW Simpsone Ave, Bend, OR 97702

Signing Officer

Name
Claire Duncan
Title
Executive Director
Signed
2021-06-14
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
250

Preparer

Firm
Devon a Gaines CPA Pc
Address
404 SW COLUMBIA ST STE 230, BEND, OR 97702
Preparer
Devon A Gaines
Phone
5413236750
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11A - Statement of Functional Expenses

“First story contracts with watson development limited for management services.”

Raw XML AppendixShowing 400 of 507 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.

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IRS990/OtherExpensesGrp/Desc1Charitable Covenant fees
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IRS990/OtherExpensesGrp/Desc3COMMUNITY EDUCATION
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IRS990/OtherExpensesGrp/ProgramServicesAmt18317
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IRS990/OtherExpensesGrp/TotalAmt148725
IRS990/OtherExpensesGrp/TotalAmt29597
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IRS990/ProgramServiceRevenueGrp/Desc0OTHER REAL ESTATE ACT
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0656271
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0500339
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01124960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01196116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01182960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01133835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06504125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0116016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0120624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0103519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt086576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0530798
IRS990ScheduleA/InvestmentIncomeCYPct00.03640
IRS990ScheduleA/InvestmentIncomePYPct00.04620
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74650
IRS990ScheduleA/PublicSupportPY509Pct00.73110
IRS990ScheduleA/PublicSupportTotal509Amt010873906
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0712182
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0656271
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0500339
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03161061
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IRS990ScheduleI/RecipientTable/CashGrantAmt0192500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOW-INCOME ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUBLIC CHARITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0963 SW SIMPSON STE 110
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097702
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT APPLICATION PROCESS AND OTHER PROCEDURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,907,914
Liabilities
$50,370
Net assets
$15,857,544
Revenue
$3,476,729
Expenses
$2,016,154
Net income
$1,460,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$0.16$24.1$4.84$2.47$2.37
2023Summary only. Only limited summary data is available for this year.$21.8$0.05$21.8$4.52$2.69$1.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.04$19.9$4.45$2.47$1.99
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.04$17.9$4.06$2.00$2.06
2020Detailed filing. Detailed filing data is available for this year.$15.9$0.05$15.9$3.48$2.02$1.46
2020Summary only. Only limited summary data is available for this year.$15.9$0.05$15.9$3.48$2.02$1.46
2019Summary only. Only limited summary data is available for this year.$14.4$0.05$14.4$3.08$1.48$1.60
2018Summary only. Only limited summary data is available for this year.$12.8$0.00$12.8$2.76$1.50$1.26
2017Summary only. Only limited summary data is available for this year.$11.6$0.05$11.5$2.61$1.30$1.31
2016Summary only. Only limited summary data is available for this year.$10.2$0.03$10.2$2.31$1.31$1.00
2015Summary only. Only limited summary data is available for this year.$9.63$0.42$9.21$1.56$0.85$0.71
2014Summary only. Only limited summary data is available for this year.$8.53$0.03$8.51$1.21$0.72$0.49
2013Summary only. Only limited summary data is available for this year.$8.07$0.05$8.01$1.02$0.56$0.46
2012Summary only. Only limited summary data is available for this year.$7.58$0.03$7.55$1.30$0.79$0.50
2011Summary only. Only limited summary data is available for this year.$7.08$0.03$7.05$1.80$1.04$0.76