Nonprofit · EIN 91-1755886
FIRST STORY
Tax-exempt · BEND, OR 97702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,843,342 | $2,468,601 | $2,374,741 | $24,294,127 | $159,368 | $24,134,759 |
| December 31, 2023 | 990 (amended) | $4,523,613 | $2,693,587 | $1,830,026 | $21,809,355 | $49,337 | $21,760,018 |
| December 31, 2022 | 990 (amended) | $4,453,023 | $2,465,872 | $1,987,151 | $19,966,948 | $36,956 | $19,929,992 |
| December 31, 2021 | 990 (amended) | $4,059,570 | $2,000,573 | $2,058,997 | $17,985,928 | $43,087 | $17,942,841 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,823,326
- Program service revenue
- $1,939,401
- Investment income
- $233,495
- Net gain from sales of assets
- -$16,298
- Net income from fundraising events
- -$156,245
- Net income from gaming
- $3,365
- Other revenue
- -$152,880
Expenses
- Grants and similar amounts paid
- $214,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,841
- Accounting fees
- $25,018
- Program services (functional)
- $2,214,793
- Management and general (functional)
- $155,899
- Fundraising (functional)
- $97,909
Balance sheet and other
- Total assets, start of year
- $21,809,355
- Total assets, end of year
- $24,294,127
- Total liabilities, end of year
- $159,368
- Net assets, end of year
- $24,134,759
- Publicly traded securities
- $4,687,840
- Net assets without donor restrictions
- $23,828,402
- Net assets with donor restrictions
- $306,357
- Gross receipts
- $5,440,190
- Employees
- 0
- Volunteers
- 250
- Year formed
- 1998
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE SLAPE | Trustee Trustee or director | 4 | $0 |
| LEVI MEANS | Trustee Trustee or director | 4 | $0 |
| DENNIS MURPHY | Trustee Trustee or director | 4 | $0 |
| Steve Klingman | Trustee Trustee or director | 4 | $0 |
| HAYDEN WATSON | Trustee Trustee or director | 4 | $0 |
| SCOTT KNOX | Trustee Trustee or director | 4 | $0 |
| Darrin Willard | Trustee Trustee or director | 4 | $0 |
| Megan Langer | Trustee Trustee or director | 4 | $0 |
| Mathew Robinson | President Officer | 4 | $0 |
| ALAN STEWART | Treasurer Officer | 4 | $0 |
| ALICIA MOORE | Secretary Officer | 4 | $0 |
| CLAIRE DUNCAN | EXECUTIVE DIRECTOR | 40 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE SLAPE | Trustee Trustee or director | 4 | $0 |
| LEVI MEANS | Trustee Trustee or director | 4 | $0 |
| DENNIS MURPHY | Trustee Trustee or director | 4 | $0 |
| Steve Klingman | Trustee Trustee or director | 4 | $0 |
| HAYDEN WATSON | Trustee Trustee or director | 4 | $0 |
| SCOTT KNOX | Trustee Trustee or director | 4 | $0 |
| Darrin Willard | Trustee Trustee or director | 4 | $0 |
| Mathew Robinson | President Officer | 4 | $0 |
| ALAN STEWART | Treasurer Officer | 4 | $0 |
| ALICIA MOORE | Secretary Officer | 4 | $0 |
| CLAIRE DUNCAN | EXECUTIVE DIRECTOR | 40 | $0 |
990 for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE SLAPE | Trustee Trustee or director | 4 | $0 |
| LEVI MEANS | Trustee Trustee or director | 4 | $0 |
| DENNIS MURPHY | Trustee Trustee or director | 4 | $0 |
| TIM KNOPP | Trustee Trustee or director | 4 | $0 |
| HAYDEN WATSON | Trustee Trustee or director | 4 | $0 |
| SCOTT KNOX | Trustee Trustee or director | 4 | $0 |
| Mathew Robinson | Trustee Trustee or director | 4 | $0 |
| Eric Taylor | Trustee Trustee or director | 4 | $0 |
| ALAN STEWART | Trustee Trustee or director | 4 | $0 |
| STEPHANIE ALVSTAD | Treasurer Officer | 4 | $0 |
| CALEB ANDERSON | President Officer | 4 | $0 |
| ALICIA MOORE | Secretary Officer | 4 | $0 |
| CLAIRE DUNCAN | EXECUTIVE DIRECTOR | 40 | $0 |
990 for the year ended December 31, 2021: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE SLAPE | Trustee Trustee or director | 4 | $0 |
| Chris Davis | Trustee Trustee or director | 4 | $0 |
| DENNIS MURPHY | Trustee Trustee or director | 4 | $0 |
| TIM KNOPP | Trustee Trustee or director | 4 | $0 |
| HAYDEN WATSON | Trustee Trustee or director | 4 | $0 |
| SCOTT KNOX | Trustee Trustee or director | 4 | $0 |
| Mathew Robinson | Trustee Trustee or director | 4 | $0 |
| Eric Taylor | Trustee Trustee or director | 4 | $0 |
| STEPHANIE ALVSTAD | Treasurer Officer | 4 | $0 |
| CALEB ANDERSON | President Officer | 4 | $0 |
| ALICIA MOORE | Secretary Officer | 4 | $0 |
| CLAIRE DUNCAN | EXECUTIVE DIRECTOR | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 963 SW SIMPSON AVE STE 110, BEND, OR 97702-3487
- Signed the 990
- Claire Duncan, Executive Director
- Phone
- (541) 728-0830
- Website
- www.firststory.org
- Return prepared by
- DEVON A GAINES CPA PC
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.
Program accomplishments
- PROVIDE ASSISTANCE AND FINANCIAL SUPPORT TO LOW-INCOME FAMILIES,PERSONS IN NEED AND AT-RISK YOUTH, PROVIDE FUNDING FOR HOUSING/SHELTER SERVICES, EMERGENCY RELIEF AND/OR SUPPORT TO OTHER ORGANIZATIONS ALIGNED WITH THE CORPORATION'S MISSION.Expenses $2,214,793 · grants $214,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1755886
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $24,294,127
- Income (IRS master file)
- $5,440,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,843,342 | $2,468,601 | $24,294,127 | XML |
| 990 | December 2023 | $4,523,613 | $2,693,587 | $21,809,355 | XML |
| 990 | December 2022 | $4,453,023 | $2,465,872 | $19,966,948 | XML |
| 990 | December 2021 | $4,059,570 | $2,000,573 | $17,985,928 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1755886).
Questions about FIRST STORY
- What is the EIN of FIRST STORY?
- The employer identification number (EIN) of FIRST STORY is 91-1755886.
- Is FIRST STORY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to FIRST STORY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FIRST STORY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FIRST STORY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIRST STORY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of FIRST STORY?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does FIRST STORY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,843,342, expenses of $2,468,601 and total assets of $24,294,127 at year end.
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