Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $167,755

• 1f · All other contributions, gifts and grants

  $4,686,828

• 1g · Noncash contributions included above

  $506,168

• 2a · Program service revenue: SAAS REVENUE

  total $792 · related or exempt $792

• 3 · Investment income

  total $27,506 · excluded $27,506

• 7a · Gross sales of assets other than inventory

  securities $1,065,129

• 7b · Less cost or other basis and sales expenses

  securities $71,102

• 7c · Gain or loss

  securities $994,027

• 7d · Net gain or loss

  total $994,027 · excluded $994,027

• 8a · Fundraising events: gross income

  $0

• 8a · Fundraising events: contributions included on line 1c

  $167,755

• 8b · Fundraising events: direct expenses

  $15,000

• 8c · Net income from fundraising events

  total -$15,000 · excluded -$15,000

• 11a · Other revenue: TAX REFUND

  total $131,445 · related or exempt $131,445

• 11b · Other revenue: LONG-TERM NOTE DISCOUNT

  total $88,094 · excluded $88,094

• 11c · Other revenue: FX LOSS

  total -$11,704 · excluded -$11,704

• 11d · All other revenue

  total $8,523 · related or exempt $8,523

• 11e · Other revenue, total

  $216,358

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $1,082,292 · program services $1,082,292

• 3 · Grants to foreign organizations and individuals

  total $531,399 · program services $531,399

• 5 · Compensation of officers, directors and key employees

  total $1,026,771 · program services $646,866 · management and general $71,874 · fundraising $308,031

• 6 · Compensation of disqualified persons

  total $2,940,152 · program services $1,852,295 · management and general $205,811 · fundraising $882,046

• 9 · Other employee benefits

  total $221,660 · program services $139,646 · management and general $15,516 · fundraising $66,498

• 10 · Payroll taxes

  total $318,868 · program services $200,887 · management and general $22,321 · fundraising $95,660

• 11b · Fees: legal

  total $86,175 · program services $77,557 · management and general $4,309 · fundraising $4,309

• 11c · Fees: accounting

  total $173,565 · program services $34,713 · management and general $121,495 · fundraising $17,357

• 11g · Fees: other

  total $412,349 · program services $258,203 · management and general $28,076 · fundraising $126,070

• 13 · Office expenses

  total $120,676 · program services $50,684 · management and general $1,207 · fundraising $68,785

• 14 · Information technology

  total $152,339 · program services $86,833 · management and general $12,187 · fundraising $53,319

• 16 · Occupancy

  total $250,746 · program services $125,373 · management and general $117,851 · fundraising $7,522

• 17 · Travel

  total $269,553 · program services $134,776 · management and general $53,911 · fundraising $80,866

• 19 · Conferences, conventions and meetings

  total $71,469 · program services $16,438 · management and general $1,429 · fundraising $53,602

• 20 · Interest

  total $37,500 · program services $37,500

• 22 · Depreciation, depletion and amortization

  total $26,685 · management and general $26,685

• 24a · Other expenses: MEALS

  total $83,164 · program services $44,077 · management and general $13,306 · fundraising $25,781

• 24b · Other expenses: OTHER EXPENSES

  total $44,140 · program services $2,648 · management and general $39,285 · fundraising $2,207

• 24c · Other expenses: TRANSACTION FEES

  total $42,203 · program services $9,285 · management and general $23,633 · fundraising $9,285

• 24d · Other expenses: BAD DEBT EXPENSE

  total -$40,581 · program services -$6,087 · management and general $0 · fundraising -$34,494

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $4,489,638 · end of year $4,277,389

• 2 · Savings and temporary cash investments

  beginning of year $710,805 · end of year $0

• 3 · Pledges and grants receivable

  beginning of year $7,203,600 · end of year $6,163,179

• 7 · Other notes and loans receivable

  beginning of year $1,037,856 · end of year $738,731

• 9 · Prepaid expenses and deferred charges

  beginning of year $59,246 · end of year $94,471

• 10a · Land, buildings and equipment: cost or other basis

  $397,664

• 10b · Land, buildings and equipment: accumulated depreciation

  $80,929

• 10c · Land, buildings and equipment, net

  beginning of year $66,575 · end of year $316,735

• 11 · Investments: publicly traded securities

  beginning of year $15,089 · end of year $0

• 12 · Investments: other securities

  beginning of year $242,648 · end of year $130,607

• 15 · Other assets

  beginning of year $763,993 · end of year $583,044

• 17 · Accounts payable and accrued expenses

  beginning of year $112,696 · end of year $279,816

• 24 · Unsecured notes and loans payable

  beginning of year $3,750,000 · end of year $3,250,000

• 25 · Other liabilities

  beginning of year $805,059 · end of year $625,419

• 27 · Net assets without donor restrictions

  beginning of year $2,718,095 · end of year $839,979

• 28 · Net assets with donor restrictions

  beginning of year $7,203,600 · end of year $7,308,942

The filer's explanations (Part III)

PART I, LINE 1A

BRETT HAGLER WAS PAID A HOUSING STIPEND IN 2023.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• NS NEXT MEXICO SA DE CV

  C · OFFICE · MX · 100% owned · share of assets $56,611

  Directly controlled by NEW STORY INC

• COMUNIDADES PORVENIR DE RL DE CV

  C · REAL ESTATE DEVELOPER · MX · 100% owned · share of assets $11,590

  Directly controlled by NEW STORY INC

• PILAR CIMIENTA S DE RL DE CV

  C · REAL ESTATE DEVELOPER · MX · 100% owned · share of assets $285,386

  Directly controlled by NEW STORY INC