Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 237,794 | 287,402 | 355,915 | 409,926 | 610,714 | 1,901,751 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 55,868 | 49,193 | 63,080 | 79,392 | 23,691 | 271,224 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 293,662 | 336,595 | 418,995 | 489,318 | 634,405 | 2,172,975 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 63,747 | 57,500 | 62,220 | 125,000 | 160,000 | 468,467 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 63,747 | 57,500 | 62,220 | 125,000 | 160,000 | 468,467 |
| 8 | Public support. (Subtract line 7c from line 6.) | 1,704,508 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 293,662 | 336,595 | 418,995 | 489,318 | 634,405 | 2,172,975 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 196 | 102 | 149 | 223 | 296 | 966 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 196 | 102 | 149 | 223 | 296 | 966 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 293,858 | 336,697 | 419,144 | 489,541 | 634,701 | 2,173,941 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | NEWSTORIES WORKS WITH INDIVIDUALS, ORGANIZATIONS AND COMMUNITIES TO REFLECT ON THE PRESENT, OPEN NEW POSSIBILITIES AND CREATE STRATEGIES TO RELEASE WHAT'S NO LONGER WORKING AS WE STEP FORWARD INTO THE FUTURE. BROADLY, WE SPEAK OF OUR WORK AS STORYWORK, FACILITATING CONVERSATIONS THAT MATTER UTILIZING EMBODIED PRACTICES, IMAGES AND STORIES TO DISCERN WHERE ARE THE NEXT HORIZONS TOWARD WHICH WE CHOOSE TO JOURNEY, IN SERVICE TO THE IRREPRESSIBLE SPIRIT OF ALL LIFE. IN ADDITION TO OUR OWN WORK, NEWSTORIES PROVIDES FISCAL SPONSORSHIP FOR ENTERPRISES RELATED TO THIS PRIMARY MISSION. |
| FORM 990 | SCH F - PARTNER PROJECTS IN ZIMBABWE, KUFUNDA LEARNING VILLAGE SCH F - THERE ARE NO OFFICES OR EMPLOYEES IN ZIMBABWE SCH F - THE PROGRAM IS RELATED TO BUILDING HEALTHY & VIBRANT COMMUNITY SCH F - SEE ALSO PROGRAM SERVICE ACCOMPLISHMENTS AT 4A |
| FORM 990, PAGE 2, PART III, LINE 4A | NEWSTORIES PROVIDES BOTH CONSULTING SERVICES AND LEARNING OPPORTUNITIES TO HELP PARTICIPANTS GAIN CLARITY ABOUT THE NATURE OF THESE TIMES, AND HOW THEY AND THEIR SYSTEMS CAN REORGANIZE TO ADDRESS THE UNPRECEDENTED TURBULENCE IN WHICH WE ARE LIVING. WITH THAT CLARITY IN MIND, WE SUPPORT THEM TO GROW AND IMPROVE THE LEADERSHIP OF THEIR ORGANIZATIONS AND COMMUNITIES. ADDITIONALLY, WE WRITE AND PUBLISH ON THESE TOPICS. LIMITATIONS AND CONSTRAINTS OF THE COVID-19 PANDEMIC BEGAN TO RECEDE IN 2022 AND OUR WORK, WHICH HAD BEEN EXCLUSIVELY VIRTUAL FOR TWO YEARS, EXPANDED TO INCLUDE FACE-TO-FACE GATHERINGS. WE PARTICIPATED AS SPEAKERS, GUESTS, AND FACILITATORS IN CONFERENCES, SYMPOSIA AND WORKSHOPS ORGANIZED BY OTHERS. WE PROVIDED CONSULTING AND COACHING ASSISTANCE TO COMMUNITIES AND ORGANIZATIONS. WE CONVENED AND FACILITATED NETWORKS SEEKING NEW WAYS TO SUPPORT EACH OTHER IN REGENERATING COMMUNITY. WE DEVELOPED NEW TOOLS FOR SHARING THE POWER OF STORIES. WE DID OUR OWN INTERNAL WORK TO REIMAGINE HOW NEWSTORIES CAN BEST SERVE IN THE TIMES. SPECIFIC PROGRAM ACCOMPLISHMENTS IN THIS AREA: WE DID EXTENSIVE CONSULTING AND COACHING WORK WITH IMAGINABLE FUTURES IN BRAZIL TO HELP THEM BEGIN TO CO-CREATE A NEW COLLABORATORY FOR PEOPLE, ORGANIZATIONS, AND COMMUNITIES LEARNING HOW TO LIVE WELL NOW WHILE TRANSFORMING THE CONDITIONS WHICH CREATE DEEP INEQUITIES. AT THE HEART OF THIS WORK IS RECOGNIZING AND STEPPING PAST THE CONSTRAINTS OF PATRIARCHY, COLONIALISM AND RACISM. WE BEGAN TO IMAGINE A COMMUNITY REGENERATION COLLABORATORY AS A NEW MAJOR INITIATIVE TO CONNECT AND SUPPORT THE MANY PEOPLE AND PLACES ENGAGING IN COMMUNITY REGENERATION AROUND THE WORLD. THIS WILL BEGIN TO EMERGE IN 2023 AND IS A CO-LEARNING AND COMMUNITY ACTION SPACE FOR THOSE WHO SEE THE CORE OF THEIR WORK AS REGENERATING COMMUNITY. WE CONTINUED OUR EFFORTS TO UNDERSTAND THE NEXT ORGANIZATIONAL FORM FOR NEWSTORIES WHICH EMBRACES SELF-ORGANIZATION AND DEFINES AND GETS WORK DONE IN AGILE AND NIMBLE WAYS. THIS INCLUDES CLARIFYING WHAT NEWSTORIES ACTUALLY DOES IN WAYS WHICH WILL ENABLE US TO BE MORE SUCCESSFUL IN SOLICITING FUNDS FOR OUR ACTIVITIES. |
| FORM 990, PAGE 2, PART III, LINE 4B | BEGINNING IN 2021, WE DEEPENED OUR COMMITMENT TO WORKING WITH COMMUNITIES FACING CLIMATE, SOCIAL AND ECONOMIC DISASTERS- BRINGING A FOCUS ON REGENERATIVE COMMUNITY-BUILDING, WHILE RECOGNIZING THE ADVERSE IMPACTS OF PATRIARCHY, COLONIALISM, AND RACISM. THIS INCLUDED WORK IN NORTHERN CALIFORNIA, BRITISH COLUMBIA, BRAZIL, AND EASTERN WASHINGTON. WE BEGAN WORK TO CREATE A COMMUNITY REGENERATION COLLABORATORY. WE ALSO BEGAN TO IMPROVE OUR VIRTUAL INFRASTRUCTURE, INCLUDING INITIAL STEPS TO CREATE AN ENTIRELY NEW GREAT TRANSITIONS STORIES WEBSITE AND TO ADOPT SUTRA, A VIRTUAL COMMUNITY-BUILDING PLATFORM. SPECIFIC PROGRAM ACCOMPLISHMENTS IN THIS AREA: BY THE END OF 2022 WE HAD COMPLETED MOST WORK FOR A 2023 LAUNCH OF OUR NEW GREAT TRANSITION STORIES WEBSITE. THIS WEBSITE WILL BECOME OUR BASE FOR INTRODUCING PEOPLE ACROSS THE WORLD TO STORIES FROM THE PAST, PRESENT AND FUTURE WHICH CAN PROVIDE PERSPECTIVE AND GUIDANCE IN NAVIGATING THESE TIMES. WE DID EXTENSIVE WORK WITH THE TOWN OF MALDEN, WASHINGTON TO HELP MEMBERS OF THE COMMUNITY RECONNECT AND BEGIN TO DEVELOP NEW PLANS AND STRATEGIES TO REGENERATE THE COMMUNITY AFTER THE DEVASTATING WILDFIRE ON LABOR DAY, 2020 -- IN THE MIDDLE OF THE FIRST YEAR OF MASSIVE UPHEAVALS FROM THE PANDEMIC. WE BEGAN TO ILLUMINATE THE WAYS IN WHICH COMMUNITY-TO-COMMUNITY SUPPORT IS ESSENTIAL AFTER MAJOR DISASTERS, BY CONNECTING LEADERSHIP FROM PARADISE, CALIFORNIA WHICH BURNED TO THE GROUND ON NOVEMBER 8, 2018. ADDITIONALLY, WE CONTINUED OUR WORK WITH LEADERS FROM COMMUNITIES DEVASTATED BY WILDFIRE TO DEVELOP A NEW LEARNING COMMUNITY. THIS WORK WAS PRIMARILY CENTERED IN NORTHERN CALIFORNIA, BUT ALSO EXTENDED TO CONNECTIONS IN AUSTRALIA AND CANADA AS WELL AS OTHER PARTS OF THE US. THIS WORK WITH FIRE-AFFECTED COMMUNITIES IS A FIRST PROTOTYPE OF OUR VISION TO BEGIN CREATION OF A COMMUNITY REGENERATION COLLABORATORY IN 2023. |
| FORM 990, PAGE 2, PART III, LINE 4C | FISCAL SPONSORSHIPS AND FOREIGN PROJECTS - WE SUPPORT AN ARRAY OF FISCALLY-SPONSORED PROJECTS WHICH ARE DOING THEIR OWN CREATION OF NEW STORIES IN MANY PLACES. SPECIFIC PROGRAM ACCOMPLISHMENTS IN THIS AREA: WE PROVIDED SUPPORT AND ASSISTANCE TO A WIDE RANGE OF NETWORKS AND SYSTEMS IN MANY PARTS OF THE WORLD. THESE ACTIVITIES RANGED FROM DEVELOPING A YOUTH LEADERSHIP PROGRAM IN LEBANON TO BEING LEARNING PARTNERS WITH EFFORTS LIKE SALMON NATION, WARRIORS WITHOUT WEAPONS AND THE BERKANA EXCHANGE. WE SUPPORT AN ARRAY OF FISCALLY-SPONSORED PROJECTS WHICH ARE DOING THEIR OWN CREATION OF NEW STORIES IN MANY PLACES. IN 2022, WE HIGHLIGHT OUR PARTNERSHIP WITH COMPASSION GAMES INTERNATIONAL WHICH USES KINDNESS, GENEROSITY AND COMPASSION TO HELP COMMUNITIES ORGANIZE THEMSELVES AND KUFUNDA LEARNING VILLAGE IN ZIMBABWE, NOW IN ITS 20TH YEAR OF NEWSTORIES SPONSORSHIP, TO DEVELOP COMMUNITY REGENERATION PRACTICES IN ZIMBABWE. |
| FORM 990, PAGE 6, PART VI, LINE 2 | LYNNAEA LUMBARD RICHARD PAINE BOARD CHAIR TREASURER MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE TEAM FOR REVIEW PRIOR TO FINALIZATION AND BEFORE IT IS MAILED OR FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE PRESIDENT AND BOARD CHAIR MONITOR ACTIVITIES FOR CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION WHEN DEEMED NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE TEAM APPROVES MAJOR CONTRACTS INCLUDING INDEPENDENT CONSULTANT FEES BASED ON PREVAILING RATES FOR SIMILAR SERVICES AT SIMILAR ORGANIZATIONS. RATES FOR SERVICES ARE COMPETITIVE IN THE INDUSTRY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE TEAM APPROVES MAJOR CONTRACTS INCLUDING INDEPENDENT CONSULTANT FEES BASED ON PREVAILING RATES FOR SIMILAR SERVICES AT SIMILAR ORGANIZATIONS. RATES FOR SERVICES ARE COMPETITIVE IN THE INDUSTRY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST. THE FORM 990 AND PUBLIC DOCUMENTS ARE AVAILABLE BY EMAILING A REQUEST TO: CONTACT@NEWSTORIES.ORG |
| FORM 990, PART IX, LINE 11G | CONSULTING 146,725 13,500 0 OTHER PROFESSIONAL FEES 8,080 325 0 INTERNAL STAFF/MANAGEMENT 0 1,575 0 TOTAL 154,805 15,400 0 |
| Software ID: | |
| Software Version: |