Civic Intelligence

First Story

990 • Fiscal year 2023 • EIN 91-1755886

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 19, 2024

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

$21,809,355

Flat from 2023

Net Assets

Flat

$21,760,018

Flat from 2023

Liabilities

Flat

$49,337

Flat from 2023

Revenue And Expenses

Revenue

Flat

$4,523,613

Flat from 2023

Expenses

Flat

$2,693,587

Flat from 2023

Net Income

Flat

$1,830,026

Flat from 2023

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 2022: $19,966,948Liabilities 2022: $36,956Net Assets 2022: $19,929,9922022Assets 2023: $21,809,355Liabilities 2023: $49,337Net Assets 2023: $21,760,0182023Assets 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

2023

Assets$21,809,355
Liabilities$49,337
Net Assets$21,760,018
Open 2023 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 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 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

2023

Revenue$4,523,613
Expenses$2,693,587
Net Income$1,830,026
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 19, 2024
Return Version
2023v5.1
Gross Receipts
$5,337,457
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$14,003,507$15,715,772▲ $1,712,265
Investments in Publicly Traded Securities$3,710,049$4,034,477▲ $324,428
Cash and Non-Interest-Bearing Accounts$1,569,445$1,284,811▼ $284,634
Inventories for Sale or Use$597,377$550,152▼ $47,225
Pledges and Grants Receivable$8,209$148,434▲ $140,225
Prepaid Expenses and Deferred Charges$40,748$39,705▼ $1,043
Savings and Temporary Cash Investments$9,599$7,807▼ $1,792
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$19,966,948$21,809,355▲ $1,842,407
Other Assets Total$28,014$28,197▲ $183
Liabilities
Accounts Payable and Accrued Expenses$36,539$49,337▲ $12,798
Other Liabilities$417--
Total Liabilities$36,956$49,337▲ $12,381
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,670,519$21,571,328▲ $1,900,809
Net Assets With Donor Restrictions$259,473$188,690▼ $70,783
Total Net Assets Fund Balance$19,929,992$21,760,018▲ $1,830,026
Total Liabilities and Net Assets / Fund Balance$19,966,948$21,809,355▲ $1,842,407
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mathew RobinsonPresident
Claire DuncanExecutive Director
Darrin WillardTrustee
Dennis MurphyTrustee
George SlapeTrustee
Hayden WatsonTrustee
Levi MeansTrustee
Scott KnoxTrustee
Steve KlingmanTrustee
Alicia MooreSecretary
Alan StewartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hayden Homes LLCConstruction2464 SW Glacier Place Suite 230, Redmond, OR 97756$666,313
Revenue and Support

Revenue Composition

Contributions and Grants
$2,138,835
Program Service Revenue
$2,380,107
Investment Income
$126,576
Other Revenue
$-121,905
All Other Contributions
$1,044,950
Change in Net Assets
$1,830,026

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 Residential112$415,671
Other Non Cash Contri Table15$19,291
Other Non Cash Contri Table1$1,215
Total Noncash Contributions128$436,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,398,762
Grants and Similar Amounts Paid$294,825
Total Fundraising Expense$109,745
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,825--$294,825
Fees for Services Management$184,889$35,513-$220,402
Advertising--$82,207$82,207
Insurance-$34,567-$34,567
Fees for Services Accounting-$21,229-$21,229
Fees for Service Investment Mgmnt Fees-$20,006-$20,006
All Other Expenses$253$12,390-$12,643
Conferences and Meetings-$9,328-$9,328
Other Expenses$17,847$8,143$27,538$8,143
Office Expenses-$5,964-$5,964
Fees for Services Legal-$3,782-$3,782
Total Functional Expenses$2,432,920$150,922$109,745$2,693,587
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public CharityBend, OR-Low-income Assistance$294,825
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$124,779
Gaming Gross Income$5,868
Gaming Direct Expenses$2,994
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournmnt$211,859-$124,779-
Total Events$211,859-$124,779$-124,779
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$773,763

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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section C, Line 19

“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
2024-12-19
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
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

Amended Explanation

“The organization is amending the originally filed return for an error on Schedule L. The original return failed to include addtional payments made to a related party, Hayden Watson, through his other, more than 35% owned other companies, Simplicty Homes and Hayden Homes Idaho. Schedule L has been corrected to include additional payments of $107,450.”

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

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

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IRS990/MissionDesc0FIRST 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.
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IRS990/NetAssetsOrFundBalancesEOYAmt021760018
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-124779
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-124779
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0436177
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05964
IRS990/OfficeExpensesGrp/TotalAmt05964
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GRANT HOUSE COSTS
IRS990/OtherExpensesGrp/Desc1COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc2COMMUNITY EDUCATION
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt027538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08143
IRS990/OtherExpensesGrp/ProgramServicesAmt01935106
IRS990/OtherExpensesGrp/ProgramServicesAmt117847
IRS990/OtherExpensesGrp/TotalAmt01935106
IRS990/OtherExpensesGrp/TotalAmt127538
IRS990/OtherExpensesGrp/TotalAmt217847
IRS990/OtherExpensesGrp/TotalAmt38143
IRS990/OtherLiabilitiesGrp/BOYAmt0417
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt014003507
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015715772
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08209
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0148434
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040748
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039705
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0OTHER REAL ESTATE ACT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02380107
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02380107
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02338571
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0281150
IRS990/PYInvestmentIncomeAmt070021
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02184722
IRS990/PYOtherRevenueAmt0-122523
IRS990/PYProgramServiceRevenueAmt02166954
IRS990/PYRevenuesLessExpensesAmt01987151
IRS990/PYTotalExpensesAmt02465872
IRS990/PYTotalRevenueAmt04453023
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01830026
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0882026
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09599
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07807
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0903326
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01125951
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0940473
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0745639
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0712182
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04427571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02138835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02338571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02052909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01535640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01921757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09987712
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0126578
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304222
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0104063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0116016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0720900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02380107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02166954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01812441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01866254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01124960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09350716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0126578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0104063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0116016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0720900
IRS990ScheduleA/InvestmentIncomeCYPct00.03590
IRS990ScheduleA/InvestmentIncomePYPct00.03970
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.72790
IRS990ScheduleA/PublicSupportTotal509Amt014910857
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0940473
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0745639
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03401894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03046717
IRS990ScheduleA/Total509Grp/TotalAmt019338428
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03505957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03162733
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020059328
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,809,355
Liabilities
$49,337
Net assets
$21,760,018
Revenue
$4,523,613
Expenses
$2,693,587
Net income
$1,830,026
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
2023Detailed filing. Detailed filing data is available for this year.$21.8$0.05$21.8$4.52$2.69$1.83
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
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