Civic Intelligence

First Story

990 • Fiscal year 2021 • EIN 91-1755886

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 07, 2022

Organization Profilewww.firststory.org
963 SW Simpsone Ave 110Bend, OR 97702

(541) 728-0830

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$17,985,928

Flat from 2021

Net Assets

Flat

$17,942,841

Flat from 2021

Liabilities

Flat

$43,087

Flat from 2021

Revenue And Expenses

Revenue

Flat

$4,059,570

Flat from 2021

Expenses

Flat

$2,000,573

Flat from 2021

Net Income

Flat

$2,058,997

Flat from 2021

Historical Trend

Balance Sheet Trend

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 2021: $17,985,928Liabilities 2021: $43,087Net Assets 2021: $17,942,8412021Assets 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

2021

Assets$17,985,928
Liabilities$43,087
Net Assets$17,942,841
Open 2021 Filing

Operations Trend

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 2021: $4,059,570Expenses 2021: $2,000,573Net Income 2021: $2,058,9972021Revenue 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

2021

Revenue$4,059,570
Expenses$2,000,573
Net Income$2,058,997
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.0
Gross Receipts
$4,941,759
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$10,871,341$12,439,572▲ $1,568,231
Investments in Publicly Traded Securities$3,191,976$3,464,927▲ $272,951
Cash and Non-Interest-Bearing Accounts$1,309,455$1,038,562▼ $270,893
Inventories for Sale or Use$477,374$784,074▲ $306,700
Pledges and Grants Receivable$7,179$187,124▲ $179,945
Prepaid Expenses and Deferred Charges$50,589$37,010▼ $13,579
Savings and Temporary Cash Investments-$6,231-
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$15,907,914$17,985,928▲ $2,078,014
Other Assets Total-$28,428-
Liabilities
Accounts Payable and Accrued Expenses$34,620$42,087▲ $7,467
Deferred Revenue$15,750$1,000▼ $14,750
Total Liabilities$50,370$43,087▼ $7,283
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,857,544$17,689,881▲ $1,832,337
Net Assets With Donor Restrictions-$252,960-
Total Net Assets Fund Balance$15,857,544$17,942,841▲ $2,085,297
Total Liabilities and Net Assets / Fund Balance$15,907,914$17,985,928▲ $2,078,014
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caleb AndersonPresident
Claire DuncanExecutive Director
Chris DavisTrustee
Dennis MurphyTrustee
Eric TaylorTrustee
George SlapeTrustee
Hayden WatsonTrustee
Mathew RobinsonTrustee
Scott KnoxTrustee
Tim KnoppTrustee
Alicia MooreSecretary
Stephanie AlvstadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,052,909
Program Service Revenue
$1,812,441
Investment Income
$304,222
Other Revenue
$-110,002
All Other Contributions
$901,328
Change in Net Assets
$2,058,997

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 Residential86$303,170
Other Non Cash Contri Table13$19,929
Total Noncash Contributions99$323,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,738,073
Grants and Similar Amounts Paid$262,500
Total Fundraising Expense$61,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$262,500--$262,500
Fees for Services Management$145,741$42,398-$188,139
Advertising--$42,800$42,800
Insurance-$29,541-$29,541
Fees for Service Investment Mgmnt Fees-$21,167-$21,167
Fees for Services Accounting-$13,931-$13,931
Conferences and Meetings-$13,373-$13,373
Fees for Services Legal-$10,791-$10,791
Office Expenses-$8,592-$8,592
All Other Expenses$1,883$1,355-$3,238
Other Expenses$1,378,379$3,124$18,424$3,124
Total Functional Expenses$1,788,503$150,846$61,224$2,000,573
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public CharityBend, OR-Low-income Assistance$262,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,802
Fundraising Gross Income$13,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournmnt$250,113$13,800$123,708$-109,908
Total Events$250,113$13,800$123,708$-109,908
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$839,825

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 110, Bend, OR 97702

Signing Officer

Name
Claire Duncan
Title
Executive Director
Signed
2022-07-07
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
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.”

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,985,928
Liabilities
$43,087
Net assets
$17,942,841
Revenue
$4,059,570
Expenses
$2,000,573
Net income
$2,058,997
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
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.04$17.9$4.06$2.00$2.06
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
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