Civic Intelligence

First Story

990 • Fiscal year 2024 • EIN 91-1755886

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 02, 2025

Organization Profilewww.firststory.org
963 SW Simpson 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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

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

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

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

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

49th percentile

7.1%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$24,294,127

Up $2,484,772 (+11%) from 2023

Net Assets

Up

$24,134,759

Up $2,374,741 (+11%) from 2023

Liabilities

Up

$159,368

Up $110,031 (+223%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$4,843,342

Up $319,729 (+7.1%) from 2023

Expenses

Down

$2,468,601

Down $224,986 (-8.4%) from 2023

Net Income

Up

$2,374,741

Up $544,715 (+30%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th 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 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

2024

Assets$24,294,127
Liabilities$159,368
Net Assets$24,134,759
Open 2024 Filing

Operations Trend

Revenue Growth49th 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 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

2024

Revenue$4,843,342
Expenses$2,468,601
Net Income$2,374,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$5,440,190
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$15,715,772$17,085,075▲ $1,369,303
Investments in Publicly Traded Securities$4,034,477$4,687,840▲ $653,363
Cash and Non-Interest-Bearing Accounts$1,284,811$2,027,286▲ $742,475
Inventories for Sale or Use$550,152$296,060▼ $254,092
Pledges and Grants Receivable$148,434$113,506▼ $34,928
Prepaid Expenses and Deferred Charges$39,705$48,067▲ $8,362
Savings and Temporary Cash Investments$7,807$7,973▲ $166
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$21,809,355$24,294,127▲ $2,484,772
Other Assets Total$28,197$28,320▲ $123
Liabilities
Accounts Payable and Accrued Expenses$49,337$150,368▲ $101,031
Deferred Revenue-$9,000-
Total Liabilities$49,337$159,368▲ $110,031
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,571,328$23,828,402▲ $2,257,074
Net Assets With Donor Restrictions$188,690$306,357▲ $117,667
Total Net Assets Fund Balance$21,760,018$24,134,759▲ $2,374,741
Total Liabilities and Net Assets / Fund Balance$21,809,355$24,294,127▲ $2,484,772
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Hayden Homes LLCConstruction250 SE Timber Ave, Redmond, OR 97756$767,268
Hayden Homes Idaho LLCConstruction250 SE Timber Ave, Redmond, OR 97756$107,121
Revenue and Support

Revenue Composition

Contributions and Grants
$2,823,326
Program Service Revenue
$1,939,401
Investment Income
$233,495
Other Revenue
$-152,880
All Other Contributions
$1,042,989
Change in Net Assets
$2,374,741

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 AmountValuation Method
Real Estate Residential86$415,417Cost
Other Non Cash Contri Table2$9,402Cost
Other Non Cash Contri Table10$7,687Cost
Other Non Cash Contri Table1$3,573Cost
Other Non Cash Contri Table1$1,230Cost
Total Noncash Contributions100$437,309-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,254,101
Grants and Similar Amounts Paid$214,500
Total Fundraising Expense$97,909
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$199,995$38,388-$238,383
Grants to Domestic Orgs$214,500--$214,500
Advertising--$57,752$57,752
Insurance-$33,830-$33,830
Fees for Services Accounting$20,548$4,470-$25,018
Fees for Service Investment Mgmnt Fees-$22,689-$22,689
All Other Expenses-$20,753-$20,753
Conferences and Meetings-$12,995-$12,995
Other Expenses$16,060$12,443$40,157$12,443
Office Expenses-$7,490-$7,490
Fees for Services Legal-$2,841-$2,841
Total Functional Expenses$2,214,793$155,899$97,909$2,468,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public CharityBend, OR-Low-Income Assistance$171,500
Friends of Disabled VeteransProsser, WA-Low-Income Assistance$10,000
Helping CaptivesSpokane Valley, WA-Low-Income Assistance$10,000
St Vincent DePaul Lane CountyEugene, OR-Low-Income Assistance$10,000
Clear MourningBend, OR-Low-Income Assistance$7,000
VA Local 598 Bikes for TikesPasco, WA-Low-Income Assistance$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$156,245
Gaming Gross Income$6,914
Gaming Direct Expenses$3,549
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournmnt$295,737-$156,245-
Total Events$295,737-$156,245$-156,245
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 Const - Hayden HomesNo$767,269
Hayden WatsonTrusteeHome Const - Hayden (ID)No$107,121
Hayden WatsonTrusteeHome Const - SimplicityNo$33,156

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 Simpson Ave 110, Bend, OR 97702

Signing Officer

Name
Claire Duncan
Title
Executive Director
Signed
2025-10-02
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.”

Raw XML AppendixShowing 400 of 624 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

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,294,127
Liabilities
$159,368
Net assets
$24,134,759
Revenue
$4,843,342
Expenses
$2,468,601
Net income
$2,374,741
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
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