NEW STORY INC (EIN 472529408) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

5134536112

Tax Period

2024-01-01 to 2024-12-31

NEW STORY INC, founded in 2014, is a mid-sized nonprofit in the Human Services sector that reported $10.4M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.7M, a strong 36% operating margin.

Mission

NEW STORY, INC. IS A NONPROFIT BUILDING A MORE INCLUSIVE HOUSING MARKET FOR VULNERABLE FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,262,260

Program Service Revenue $0

Investment Income $509,223

Other Revenue $-340,414

TOTAL REVENUE $10,431,069

Expense Breakdown

Grants Paid $599,252

Salaries & Benefits $3,984,640

Fundraising Expenses $1,278,710

Program Expenses $4,802,975

Other Expenses $2,142,369

TOTAL EXPENSES $6,726,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,431,069	$6,078,266	+0.7%
Expenses	$6,726,261	$7,851,125	-0.1%
Net Income	$3,704,808	$-1,772,859	-3.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,304,264

Total Directors

$1,304,264

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT HAGLER	CHIEF EXECUTIVE OFFICER	40.0	Officer Director	$319,724	$17,702	$337,426
CHRIS BARTON	GENERAL COUNSEL	20.0	Officer Director	$123,333	$0	$123,333
JASON JUMONVILLE	CHIEF FINANCIAL OFFICER	40.0	Officer Director	$213,775	$31,773	$245,548
LIEZL VAN RIPER	CHIEF DEVELOPMENT OFFICER	40.0	Officer Director	$218,719	$37,621	$256,340
MATTHEW MARSHALL	CHIEF BUSINESS OFFICER	40.0	Officer Director	$241,515	$15,501	$257,016
SARAH LEE	CHIEF OPERATING OFFICER	40.0	Officer Director	$82,295	$2,306	$84,601
CATHERINE COYLER	DIRECTOR	2.0	Director	$0	$0	$0
CJ FITZGERALD	CHAIRMAN	2.0	Director	$0	$0	$0
GEORGE HUBER	DIRECTOR	2.0	Director	$0	$0	$0
JOSE PEPE SHABOT	DIRECTOR	2.0	Director	$0	$0	$0
PETE FLINT	DIRECTOR	2.0	Director	$0	$0	$0
ROBERT HOHMAN	DIRECTOR	2.0	Director	$0	$0	$0
STEVE AYOUB	DIRECTOR	2.0	Director	$0	$0	$0
VIKTORIA HARRISON	DIRECTOR - THROUGH 2/24	2.0	Director	$0	$0	$0
ADOLFO AGUIRRE	GLOBAL CONTROLLER	40.0	Highest	$183,270	$10,965	$194,235
DANIELLE ARMOUR	DIRECTOR OF DEVELOPMENT	40.0	Highest	$123,978	$8,573	$132,551
HEWSAN PANG	VP STRATEGIC INITIATIVES	40.0	Highest	$188,128	$7,683	$195,811
JENNIFER HOLGUIN	DIRECTOR OF CREATIVE OPERATIONS	40.0	Highest	$102,705	$10,879	$113,584
SOPHIA O'ROURKE	DIRECTOR OF PEOPLE & CULTURE	40.0	Highest	$124,928	$9,735	$134,663

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,431,069	$6,726,261	$15,795,922	$3,704,808
2023	$6,078,266	$7,851,125	$12,304,156	$-1,772,859
2022	$11,537,929	$14,811,240	$14,589,450	$-3,273,311
2021	$12,611,627	$10,710,985	$15,933,700	$1,900,642
2020	$10,059,247	$8,016,684	$11,933,622	$2,042,563
2019	$10,413,447	$7,561,534	$10,249,498	$2,851,913
2018	$8,640,360	$6,436,039	$6,483,638	$2,204,321

NEW STORY INC