Totals
- Total revenue
- $10,431,069
- Total expenses
- $6,726,261
- Contributions and grants received
- $10,262,260
- Grants paid
- $599,252
- Program service revenue
- $0
- Investment income
- $509,223
- Other revenue
- -$340,414
- Total assets, end of year
- $15,795,922
- Total liabilities, end of year
- $4,261,795
- Net assets or fund balances, end of year
- $11,534,127
- Program services expenses (Part IX)
- $4,802,975
- Management and general expenses
- $644,576
- Fundraising expenses
- $1,278,710
- Program service expenses (Part III)
- $4,802,975
Program services were 71.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$1,796,627
-
1f · All other contributions, gifts and grants
$8,465,633
-
1g · Noncash contributions included above
$300,253
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $279,805 · excluded $279,805
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $246,346
-
7b · Less cost or other basis and sales expenses
securities $16,928
-
7c · Gain or loss
securities $229,418 · other assets $0
-
7d · Net gain or loss
total $229,418 · excluded $229,418
-
8a · Fundraising events: gross income
$299,647
-
8a · Fundraising events: contributions included on line 1c
$1,796,627
-
8b · Fundraising events: direct expenses
$299,647
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $35,965 · related or exempt $35,965
-
11b · Other revenue: LONG-TERM NOTE DISCOUNT
total -$138,919 · excluded -$138,919
-
11c · Other revenue: FX LOSS
total -$237,460 · excluded -$237,460
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
-$340,414
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $391,710 · program services $391,710
-
3 · Grants to foreign organizations and individuals
total $207,542 · program services $207,542
-
5 · Compensation of officers, directors and key employees
total $1,076,103 · program services $785,555 · management and general $64,566 · fundraising $225,982
-
6 · Compensation of disqualified persons
total $2,223,471 · program services $1,623,134 · management and general $133,408 · fundraising $466,929
-
9 · Other employee benefits
total $394,261 · program services $287,810 · management and general $23,656 · fundraising $82,795
-
10 · Payroll taxes
total $290,805 · program services $212,288 · management and general $17,448 · fundraising $61,069
-
11b · Fees: legal
total $300,171 · program services $270,153 · management and general $15,009 · fundraising $15,009
-
11c · Fees: accounting
total $225,946 · program services $76,084 · management and general $90,378 · fundraising $59,484
-
11g · Fees: other
total $384,050 · program services $284,867 · management and general $17,897 · fundraising $81,286
-
13 · Office expenses
total $104,057 · program services $42,042 · management and general $1,270 · fundraising $60,745
-
14 · Information technology
total $125,244 · program services $80,025 · management and general $6,954 · fundraising $38,265
-
16 · Occupancy
total $273,375 · program services $136,688 · management and general $129,379 · fundraising $7,308
-
17 · Travel
total $445,124 · program services $222,322 · management and general $88,929 · fundraising $133,873
-
19 · Conferences, conventions and meetings
total $21,910 · program services $16,280 · management and general $1,251 · fundraising $4,379
-
20 · Interest
total $62,421 · program services $62,421
-
22 · Depreciation, depletion and amortization
total $19,571 · management and general $19,571
-
24a · Other expenses: MEALS
total $83,088 · program services $43,436 · management and general $15,466 · fundraising $24,186
-
24b · Other expenses: TRANSACTION FEES
total $40,632 · program services $11,264 · management and general $18,104 · fundraising $11,264
-
24c · Other expenses: CREDIT LOSS EXPENSE
total $30,928 · program services $30,928
-
24d · Other expenses: OTHER EXPENSES
total $25,852 · program services $18,426 · management and general $1,290 · fundraising $6,136
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,277,389 · end of year $5,503,605
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $6,163,179 · end of year $7,244,552
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $738,731 · end of year $2,131,036
-
9 · Prepaid expenses and deferred charges
beginning of year $94,471 · end of year $71,621
-
10a · Land, buildings and equipment: cost or other basis
$413,018
-
10b · Land, buildings and equipment: accumulated depreciation
$100,501
-
10c · Land, buildings and equipment, net
beginning of year $316,735 · end of year $312,517
-
11 · Investments: publicly traded securities
beginning of year $0
-
12 · Investments: other securities
beginning of year $130,607 · end of year $113,679
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $583,044 · end of year $418,912
-
17 · Accounts payable and accrued expenses
beginning of year $279,816 · end of year $216,806
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $3,250,000 · end of year $3,602,381
-
25 · Other liabilities
beginning of year $625,419 · end of year $442,608
-
27 · Net assets without donor restrictions
beginning of year $839,979 · end of year $3,468,199
-
28 · Net assets with donor restrictions
beginning of year $7,308,942 · end of year $8,065,928
Mission and programs · 2024
Mission
NEW STORY, INC. IS A NONPROFIT ORGANIZATION FOUNDED IN 2014, WITH OPERATIONS COMMENCING IN 2015. NEW STORY'S FOCUS IS TO CREATE SUSTAINABLE AND SCALABLE HOUSING SOLUTIONS FOR VULNERABLE INDIVIDUALS AND FAMILIES AROUND THE WORLD.
Activities or mission (Part I)
NEW STORY, INC. IS A NONPROFIT BUILDING A MORE INCLUSIVE HOUSING MARKET FOR VULNERABLE FAMILIES.
-
NEW STORY, INC. PARTNERS WITH VETTED NONPROFIT ORGANIZATIONS, FINANCIAL INSTITUTIONS, AND HOUSING DEVELOPERS ("HOUSING PARTNERS") WHO PROVIDE SERVICES IN DEVELOPING COUNTRIES TO PROVIDE HOUSING SOLUTIONS FOR LOW INCOME FAMILIES. NEW STORY'S HOUSING PARTNERS ARE RESPONSIBLE FOR IDENTIFYING PEOPLE IN NEED OF HOUSING, SENDING NEW STORY INFORMATION ABOUT THOSE INDIVIDUALS AND FAMILIES, AND DELIVERING HOUSING SOLUTIONS.
Expenses $4,802,975 · Grants $599,252 · Revenue $35,965
As filed on the 2024 return.
Listed in Part VII
-
Brett HaglerBRETT HAGLER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $337,426
- From this org
- $319,724
- From related orgs
- $0
- Other
- $17,702
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $260,199
- Bonus
- $0
- Other
- $59,525
- Deferred
- $0
- Nontaxable benefits
- $17,702
- Filer's total
- $337,426
-
Chris BartonCHRIS BARTON
GENERAL COUNSEL
- Total calculated
- $123,333
- From this org
- $123,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Jason JumonvilleJASON JUMONVILLE
CHIEF FINANCIAL OFFICER
- Total calculated
- $245,548
- From this org
- $213,775
- From related orgs
- $0
- Other
- $31,773
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,145
- Bonus
- $0
- Other
- $630
- Deferred
- $0
- Nontaxable benefits
- $31,773
- Filer's total
- $245,548
-
Liezl Van RiperLIEZL VAN RIPER
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $256,340
- From this org
- $218,719
- From related orgs
- $0
- Other
- $37,621
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,719
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,621
- Filer's total
- $256,340
-
Matthew MarshallMATTHEW MARSHALL
CHIEF BUSINESS OFFICER
- Total calculated
- $257,016
- From this org
- $241,515
- From related orgs
- $0
- Other
- $15,501
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,035
- Bonus
- $10,764
- Other
- $31,716
- Deferred
- $0
- Nontaxable benefits
- $15,501
- Filer's total
- $257,016
-
Sarah LeeSARAH LEE
CHIEF OPERATING OFFICER
- Total calculated
- $84,601
- From this org
- $82,295
- From related orgs
- $0
- Other
- $2,306
- Hours/week
- 40
-
Catherine CoylerCATHERINE COYLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cj FitzgeraldCJ FITZGERALD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
George HuberGEORGE HUBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jose Pepe ShabotJOSE PEPE SHABOT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pete FlintPETE FLINT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert HohmanROBERT HOHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve AyoubSTEVE AYOUB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Viktoria HarrisonVIKTORIA HARRISON
DIRECTOR - THROUGH 2/24
- Total calculated
- $0
- Hours/week
- 2
-
Adolfo AguirreADOLFO AGUIRRE
GLOBAL CONTROLLER
- Total calculated
- $194,235
- From this org
- $183,270
- From related orgs
- $0
- Other
- $10,965
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,270
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,965
- Filer's total
- $194,235
-
Danielle ArmourDANIELLE ARMOUR
DIRECTOR OF DEVELOPMENT
- Total calculated
- $132,551
- From this org
- $123,978
- From related orgs
- $0
- Other
- $8,573
- Hours/week
- 40
-
Hewsan PangHEWSAN PANG
VP STRATEGIC INITIATIVES
- Total calculated
- $195,811
- From this org
- $188,128
- From related orgs
- $0
- Other
- $7,683
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,128
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $7,683
- Filer's total
- $195,811
-
Jennifer HolguinJENNIFER HOLGUIN
DIRECTOR OF CREATIVE OPERATIONS
- Total calculated
- $113,584
- From this org
- $102,705
- From related orgs
- $0
- Other
- $10,879
- Hours/week
- 40
-
Sophia O'RourkeSOPHIA O'ROURKE
DIRECTOR OF PEOPLE & CULTURE
- Total calculated
- $134,663
- From this org
- $124,928
- From related orgs
- $0
- Other
- $9,735
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Housing allowance or residence for personal use
- BRETT HAGLER - HOUSING STIPEND PAID IN 2024
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$391,710
TO CONSTRUCT NEW HOMES RELATED TO THE ORGANIZATION'S PROGRAM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
NEW STORY CAPITAL LLC
MANAGE LOANS, INVESTMENTS AND OTHER ASSETS · GA · income $0 · assets $0
Directly controlled by NEW STORY INC
-
NEW STORY LAND OWNERSHIP CREDIT FUND GP LLC
HOLD FUND INTERESTS · GA · income $0 · assets $0
Directly controlled by NEW STORY INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NS NEXT MEXICO SA DE CV
C Corporation · OFFICE · share of income $0 · controlled entity
Directly controlled by NEW STORY INC
-
COMUNIDADES PORVENIR DE RL DE CV
C Corporation · REAL ESTATE DEVELOPER · share of income $0 · controlled entity
Directly controlled by NEW STORY INC
-
PILAR CIMIENTA S DE RL DE CV
C Corporation · REAL ESTATE DEVELOPER · share of income $0 · controlled entity
Directly controlled by NEW STORY INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202503079349302210
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