Civic Intelligence

First Story

990 • Fiscal year 2022 • EIN 91-1755886

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 19, 2024

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

(541) 728-0830

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.01x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

9.7%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$19,966,948

Up $1,981,020 (+11%) from 2021

Net Assets

Up

$19,929,992

Up $1,987,151 (+11%) from 2021

Liabilities

Down

$36,956

Down $6,131 (-14%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$4,453,023

Up $393,453 (+9.7%) from 2021

Expenses

Up

$2,465,872

Up $465,299 (+23%) from 2021

Net Income

Down

$1,987,151

Down $71,846 (-3.5%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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 2021: $17,985,928Liabilities 2021: $43,087Net Assets 2021: $17,942,8412021Assets 2022: $19,966,948Liabilities 2022: $36,956Net Assets 2022: $19,929,9922022Assets 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

2022

Assets$19,966,948
Liabilities$36,956
Net Assets$19,929,992
Open 2022 Filing

Operations Trend

Revenue Growth59th 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 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 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

2022

Revenue$4,453,023
Expenses$2,465,872
Net Income$1,987,151
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 19, 2024
Return Version
2022v5.0
Gross Receipts
$5,872,347
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$12,439,572$14,003,507▲ $1,563,935
Investments in Publicly Traded Securities$3,464,927$3,710,049▲ $245,122
Cash and Non-Interest-Bearing Accounts$1,038,562$1,569,445▲ $530,883
Inventories for Sale or Use$784,074$597,377▼ $186,697
Prepaid Expenses and Deferred Charges$37,010$40,748▲ $3,738
Savings and Temporary Cash Investments$6,231$9,599▲ $3,368
Pledges and Grants Receivable$187,124$8,209▼ $178,915
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$17,985,928$19,966,948▲ $1,981,020
Other Assets Total$28,428$28,014▼ $414
Liabilities
Accounts Payable and Accrued Expenses$42,087$36,539▼ $5,548
Deferred Revenue$1,000--
Other Liabilities-$417-
Total Liabilities$43,087$36,956▼ $6,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,689,881$19,670,519▲ $1,980,638
Net Assets With Donor Restrictions$252,960$259,473▲ $6,513
Total Net Assets Fund Balance$17,942,841$19,929,992▲ $1,987,151
Total Liabilities and Net Assets / Fund Balance$17,985,928$19,966,948▲ $1,981,020
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Caleb AndersonPresident
Claire DuncanExecutive Director
Alan StewartTrustee
Dennis MurphyTrustee
Eric TaylorTrustee
George SlapeTrustee
Hayden WatsonTrustee
Levi MeansTrustee
Mathew RobinsonTrustee
Scott KnoxTrustee
Tim KnoppTrustee
Alicia MooreSecretary
Stephanie AlvstadTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hayden Homes LLCConstruction2464 SW Glacier Place Suite 230, Redmond, OR 97756$629,748
Revenue and Support

Revenue Composition

Contributions and Grants
$2,338,571
Program Service Revenue
$2,166,954
Investment Income
$70,021
Other Revenue
$-122,523
All Other Contributions
$957,760
Change in Net Assets
$1,987,151

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 Residential95$359,915
Other Non Cash Contri Table14$15,285
Other Non Cash Contri Table1$1,250
Total Noncash Contributions110$376,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,184,722
Grants and Similar Amounts Paid$281,150
Total Fundraising Expense$74,578
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$281,150--$281,150
Fees for Services Management$154,012$43,245-$197,257
Advertising--$43,605$43,605
Insurance-$32,625-$32,625
Fees for Service Investment Mgmnt Fees-$19,951-$19,951
All Other Expenses$1,441$15,163-$16,604
Fees for Services Accounting-$14,677-$14,677
Fees for Services Legal-$10,266-$10,266
Other Expenses$63,576$9,510$30,973$9,510
Conferences and Meetings-$9,180-$9,180
Office Expenses-$7,778-$7,778
Total Functional Expenses$2,228,899$162,395$74,578$2,465,872
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public CharityBend, OR-Low-income Assistance$281,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,545
Fundraising Gross Income$1,022
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournmnt$277,560-$123,485-
Total Events$277,560-$123,485$-123,485
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$641,283

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Suspense - Cascade Escrow$417
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
12
Independent Board Members
12
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 company, Simplicty Homes. Schedule L has been corrected to include additional payments of $11,535.”

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 562 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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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,966,948
Liabilities
$36,956
Net assets
$19,929,992
Revenue
$4,453,023
Expenses
$2,465,872
Net income
$1,987,151
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
2022Detailed filing. Detailed filing data is available for this year.$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