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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 287,402 | 355,915 | 409,926 | 610,714 | 454,029 | 2,117,986 |
| 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 | 49,193 | 63,080 | 79,392 | 23,691 | 251,865 | 467,221 |
| 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 | 336,595 | 418,995 | 489,318 | 634,405 | 705,894 | 2,585,207 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 57,500 | 62,220 | 125,000 | 160,000 | 404,720 | |
| 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.. | 57,500 | 62,220 | 125,000 | 160,000 | 404,720 | |
| 8 | Public support. (Subtract line 7c from line 6.) | 2,180,487 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 336,595 | 418,995 | 489,318 | 634,405 | 705,894 | 2,585,207 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 102 | 149 | 223 | 296 | 1,972 | 2,742 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 102 | 149 | 223 | 296 | 1,972 | 2,742 |
| 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.).. | 336,697 | 419,144 | 489,541 | 634,701 | 707,866 | 2,587,949 |
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990 - ORGANIZATION'S MISSION | NEWSTORIES WORKS ALONGSIDE PEOPLE, COMMUNITIES, AND ORGANIZATIONS TO BUILD CAPACITY FOR TRANSFORMATIVE ACTION. WE HELP THEM REIMAGINE WHAT THEY WANT THEIR LIVES, RELATIONSHIPS AND OUR BEAUTIFUL BLUE PLANET TO BE, AND THEN WORK WITH THEM TO CREATE THAT VISION. WE CALL THIS RE-STORYING. RE-STORYING ALTERS THE LENS THROUGH WHICH WE SEE OURSELVES, OUR RELATIONSHIPS AND OUR CHALLENGES-AND SUPPORTS US IN DESIGNING NEW PATTERNS AND STRUCTURES TO CREATE CHANGES THAT MAKE A DIFFERENCE IN THESE CHALLENGING TIMES. OUR WORK IS BOTH PERSONAL AS WELL AS WITH COMMUNITIES AND ORGANIZATIONS. THE PEOPLE, COMMUNITIES, AND ORGANIZATIONS NEWSTORIES WORKS WITH ARE SEEKING MEANINGFUL CHANGE - RIGHT NOW, AND FOR THE LONG JOURNEY INTO AN INVISIBLE FUTURE. OFTEN, THIS HAPPENS AFTER DISRUPTIVE EVENTS - NATURAL DISASTERS, VIOLENT CONFLICTS, ILLNESSES, OR OTHER CHALLENGES-THAT FORCE PEOPLE TO RECOGNIZE FUNDAMENTAL CHANGES ARE NEEDED WITHIN THEMSELVES AND THE SYSTEMS TO WHICH THEY BELONG. |
| 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. SPECIFIC PROGRAM ACCOMPLISHMENTS IN THIS AREA: 1.NEWSTORIES ENTERED INTO A THREE-YEAR PARTNERSHIP WITH THE MISSOURI FOUNDATION FOR HEALTH TO HELP THEM CO-CREATE A 20-YEAR FOOD JUSTICE INITIATIVE IN MISSOURI. WITH THE FOUNDATION, WE ARE DEVELOPING AN APPROACH FOR THE INITIATIVE BASED ON A SYNTHESIS OF OUR WORK WITH PRINCIPLES FOCUSED DEVELOPMENTAL EVALUATION AND OUR MODEL FOR THE SPIRAL OF CO-CREATING. WE BELIEVE THIS WORK WILL PROVIDE INSPIRATION FOR OTHERS TACKLING LARGE SCALE SYSTEMS CHANGE. 2.WE ENTERED INTO A SOFT LAUNCH OF TWO NEW INITIATIVES - TRANSFORMATIVE KINSHIP CIRCLES AND TRANSFORM MEDIA. TRANSFORMATIVE KINSHIP CIRCLES RECOGNIZE THAT OUR BEST AND MOST IMPORTANT WORK IS DONE THROUGH DEEP PERSONAL RELATIONSHIPS WITH OTHERS. OUR INTENT IS TO INVITE PEOPLE INTO TWO KINSHIP CIRCLES IN 2024. TRANSFORM MEDIA IS A NEW LEARNING AND PUBLISHING PLATFORM FEATURING THE WORK OF PRACTITIONERS FOCUSED ON NEW MODELS OF LEADERSHIP AND COMMUNITY REGENERATION IN THESE TIMES. WE PLAN ON PUBLISHING AT LEAST 2 BOOKS IN 2024, WITH ASSOCIATED LEARNING 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: 1.NEWSTORIES HAS ALMOST COMPLETED A COMPLETE REMAKE OF OUR GREAT TRANSITIONS STORIES WEBSITE, SCHEDULED FOR LAUNCH IN EARLY 2024. WE BELIEVE THAT THIS WEBSITE WILL BE IMMENSELY IMPORTANT AS MORE AND MORE PEOPLE LOOK FOR NEW INSPIRATION IN RE-STORYING THEIR LIVES AND NAVIGATING THESE CHALLENGING TIMES. 2.WE HAVE CONTINUED TO SUPPORT COMMUNITIES AFTER WILDFIRES. WE ARE STILL FOCUSED ON BUILDING A NETWORK OF PEOPLE FROM FIRE-AFFECTED COMMUNITIES -- THIS MAY BE ONE OF OUR FIRST TRANSFORMATIVE KINSHIP CIRCLES. WE ARE INSPIRED BY THE WORK OF THE DISASTERWISE COMMUNITIES NETWORK IN AUSTRALIA AND THEIR FIRE TO FLOURISH EFFORTS AND THERE MAY BE SOME PARTNERSHIPS POSSIBLE THERE. 3.WE HAVE RECOGNIZED THAT "ILLUMINATION" IS KEY TO OUR WORK OF RE-STORYING, AND HAVE HIRED A NEW COMMUNICATIONS DIRECTOR TO HELP US IN THIS ARENA. IN THE PAST YEAR WE HAVE SHIFTED OUR BRAND AND IDENTITY; WE ARE IN THE PROCESS OF BUILDING A WHOLE NEW NEWSTORIES WEBSITE, ALSO TO LAUNCH IN 2024; AND BEGUN TO ENHANCE OUR SOCIAL MEDIA STRATEGY. |
| 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. NEWSTORIES PARTNERS WITH COMPASSION GAMES INTERNATIONAL AND KUFUNDA LEARNING VILLAGE IN ZIMBABWE TO HELP THEM FURTHER THEIR WORK TO ENGAGE OTHERS IN CREATING HEALTHY, RESILIENT, REGENERATIVE FUTURES. |
| 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 VII | COMPENSATION LISTED ON THE SCHEDULE OF BOARD OFFICERS AND MEMBERS INCLUDES COMPENSATION RELATED TO CONSULTING SERVICES PROVIDED AND NOT COMPENSATION AS A BOARD MEMBER. |
| FORM 990, PART IX, LINE 11G | CONSULTING 221,159 0 0 OTHER PROFESSIONAL FEES 6,872 0 0 INTERNAL STAFF/MANAGEMENT 0 11,499 0 WEBSITE 7,213 5,789 0 TOTAL 235,244 17,288 0 |
| Software ID: | |
| Software Version: |