2023-11-15T17:03:20-06:00 2022-12-31 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2022-01-01 391833482 MOVIN OUT INC MOVI 6082514446 902 ROYSTER OAKS DRIVE 105 MADISON WI 537149101 KATHRYNE AUERBACK EXECUTIVE DIRECTOR 6082514446 2023-11-15 1 KATHRYNE AUERBACK 999009999 1 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYNE AUERBACK 902 ROYSTER OAKS DRIVE 105 MADISON WI 537149101 3528557 0 X MOVIN-OUT.ORG X 1995 WI CREATES HOUSING SOLUTIONS FOR LOW-INCOME PEOPLE WITH DISABILITIES. 14 14 5 14 0 0 4341942 1460331 1433401 1529906 1430 228118 0 18768 5776773 3237123 439690 578638 0 0 1004820 1445877 0 0 0 562654 915633 2007164 2940148 3769609 296975 21028051 22922710 9938482 12236168 11089569 10686542 MOVIN' OUT, IN PARTNERSHIP WITH PEOPLE WITH DISABILITIES AND THEIR ALLIES, CREATES AND SUSTAINS COMMUNITY-INTEGRATED, SAFE, AFFORDABLE HOUSING SOLUTIONS. 0 0 671793 578638 1548674 HOUSING COUNSELING: MOVIN' OUT PROVIDES HOUSING COUNSELING AND ARRANGES BELOW-MARKET FINANCING FOR PURCHASE AND REHABILITATION OF HOMES BY LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES. 1157687 RENTAL HOUSING: MOVIN' OUT OFFERS A VARIETY OF RENTAL HOUSING FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES. 856083 HOUSING DEVELOPMENT: MOVIN' OUT DEVELOPS COMMUNITY-INTEGRATED RENTAL HOUSING IN PARTNERSHIP WITH OTHER DEVELOPERS FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES. 2685563 1 1 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 17 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 0 WI X KATHRYNE AUERBACK 6082514446 902 ROYSTER OAKS DRIVE 105 MADISON WI 537149101 ABIGAIL TESSMANN DIRECTOR 1.00 X 0 0 0 ALEX LAW DIRECTOR 1.00 X 0 0 0 ALYSSA RYANJOY DIRECTOR 1.00 X 0 0 0 DAVID SCRIBBINS VICE PRESIDENT 2.00 X X 0 0 0 GEORGIA ALLEN PRESIDENT 2.00 X X 0 0 0 KINGSLEY GOBOURNE DIRECTOR 1.00 3.00 X 0 0 0 LISA BARWINSKI SECRETARY 2.00 X X 0 0 0 MARVIN BYNUM II DIRECTOR 1.00 X 0 0 0 NICOLE ROBBINS DIRECTOR 1.00 X 0 0 0 RUSS ENDRES DIRECTOR 1.00 X 0 0 0 SARIAH DANE DIRECTOR 1.00 3.00 X 0 0 0 SINIKKA SANTALA TREASURER 2.00 3.00 X X 0 0 0 TONY FREIBERG DIRECTOR 1.00 X 0 0 0 VALERIE BROWN DIRECTOR 1.00 X 0 0 0 KATHRYNE AUERBACK CEO/EXECUTIVE DIRECTOR 40.00 X 114863 0 14749 MEGAN SCHUETZ REAL ESTATE DEVELOPMENT PROGRAM MANA 40.00 X 230553 0 16672 345416 0 31421 2 0 1 0 0 132416 1327915 366000 1460331 DEVELOPMENT FEES 531390 956378 956378 RENTAL INCOME 531110 267335 267335 INTEREST ON LOANS RECE 900099 190473 190473 PROPERTY MANAGEMENT FE 531310 115720 115720 1529906 3690 3690 515862 291434 224428 224428 224428 18768 18768 18768 3237123 1548674 0 228118 578638 578638 129612 111590 18022 1095425 943122 152303 38245 32928 5317 104873 90292 14581 77722 66916 10806 60567 50009 10558 40625 33543 7082 5010 4136 874 35256 29110 6146 21254 17549 3705 53197 43923 9274 12371 10214 2157 36703 30305 6398 59051 59051 117329 117329 27956 23083 4873 SCATTERED SITE & DEVELO 309573 307164 2409 BAD DEBTS 136280 136280 0 REPAIRS AND MAINTENANCE 461 381 80 2940148 2685563 254585 0 883692 1725513 230786 231116 1010628 628084 1656989 887278 12406280 13998780 9414 5192 3938362 1509103 2351587 2429259 2025413 2025613 398387 453262 593488 21028051 22922710 195174 160791 51114 22684 17622 16884 9674572 11630489 0 405320 9938482 12236168 X 11089569 8753333 1933209 11089569 10686542 21028051 22922710 X 296975 -700002 X 0 1 X 1 1 1 X 3640478 2443100 2159927 4341942 1460331 14045778 3640478 2443100 2159927 4341942 1460331 14045778 14045778 8449 14033 5129 1430 3690 32731 18768 18768 14097277 2963307 0.99630 0.99760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 18,768. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 661001 661001 3258138 1489880 1768258 19223 19223 0 2429259 INVESTMENTS IN REAL ESTATE DEVELOPMENT PROJECTS 2025613 C 2025613 LEASE LIABILITY 405320 405320 X 3433684 196561 196561 3237123 0 3237123 3274753 334605 334605 2940148 0 2940148 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS SECURITY DEPOSITS AS REQUIRED BY STATE LAW. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION, INCORPORATED UNDER THE WISCONSIN NONSTOCK CORPORATION LAW (CHAPTER 181 OF THE WISCONSIN STATUTES). THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2019 REMAIN OPEN. NORTH LAWN, HILTON, ELDORADO, CAMERON, MIDVALE, BRIAN, WATTS, MAPLE VALLEY, PROSPECT, MARCY, MARCIA, TROY, 18TH, MACARTHUR, STOUGHTON, STONEBRIDGE II, CREST LINE, 420 GRANT, PONWOOD, AND MOVIN' OUT DEVELOPMENT ARE LIMITED LIABILITY COMPANIES. THE NET INCOME OR LOSS OF LIMITED LIABILITY COMPANIES IS PASSED THROUGH AND TAXED TO THE OWNERS. THE INCOME EARNED BY MOVIN' OUT FROM ITS OWNERSHIP OF THE LLC'S IS IN ACCORDANCE WITH MOVIN' OUT'S TAX-EXEMPT PURPOSE AND THEREFORE IS NOT TAXABLE INCOME TO MOVIN' OUT. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUE 254,605. INTERCOMPANY ELIMINATIONS -58,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 392,649. INTERCOMPANY ELIMINATIONS -58,044. 1 GRANTS TO INDIVIDUALS FOR ASSISTANCE WITH DOWNPAYMENTS ON HOUSES 10 337000 GRANTS FOR REHABILITATION OF HOMES 143 241638 PART I, LINE 2: TRAINED MOVIN' OUT STAFF MEMBERS REVIEW THE ELIGIBILITY UNDER EACH GRANTOR'S CONTRACTS WITH MOVIN' OUT OF EACH PERSON WHO RECEIVES HOUSING COUNSELING OR FUNDING FOR HOME PURCHASE OR REHABILITATION. STAFF MEMBERS ALMOST DAILY DISCUSS ELIGIBILITY AND STRUCTURING OF ASSISTANCE AMONG THEMSELVES. WEEKLY MEETINGS OF STAFF WHO ADMINISTER GRANTS AND THE EXECUTIVE DIRECTOR ARE HELD DURING WHICH ELIGIBILITY AND STRUCTURING OF ASSISTANCE, AND GRANT CONTRACT COMPLIANCE, IS DISCUSSED AND REVIEWED. THE REQUIRED DOCUMENTS FOR EACH RECIPIENT OF ASSISTANCE ARE DELIVERED TO AND REVIEWED BY THE GRANTOR BEFORE GRANT FUNDS ARE DISBURSED BY THE GRANTOR. PERIODIC REPORTS ARE PREPARED BY MOVIN' OUT STAFF AND DELIVERED TO EACH GRANTOR DURING THE YEARS AS REQUIRED BY EACH GRANTOR. X X 0 0 0 1 0 0 0 0 0 MEGAN SCHUETZ REAL ESTATE DEVELOPMENT PROGRAM MANA 52950 0 0 0 177603 0 6917 0 9755 0 247225 0 0 0 PART I, LINE 5 REAL ESTATE DEVELOPMENT STAFF RECEIVE COMMISSIONS BASED ON DEVELOPER FEES EARNED BY THE ORGANIZATION. X 1 366000 APPRAISED VALUE 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED WITH A PDF COPY OF THE FORM 990 PRIOR TO THE FILING DEADLINE FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B THE EXECUTIVE DIRECTOR GATHERED WAGE DATA FROM VARIOUS SOURCES AROUND THE AREA. THE INFORMATION WAS GATHERED FROM SIMILAR SIZED NONPROFITS ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EFFECT OF ADJUSTMENT ON PRIOR YEAR INCREASE (DECREASE) IN NET ASSETS -700,002. MOVIN' OUT MEADOW RIDGE LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI 0 0 MOVIN' OUT INC MOVIN' OUT STOUGHTON MM LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI 0 0 MOVIN' OUT INC MOVIN' OUT DEVELOPMENT LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI 0 0 MOVIN' OUT INC MOVIN' OUT MIDDLETON LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI 0 0 MOVIN' OUT INC STONEBRIDGE MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 263599282 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 1 NORTHPORT MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 272327695 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 1 HARBOR HOUSE MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 272327663 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 1 BRADLEY CROSSING 60 LLC 1300 N JACKSON ST MILWAUKEE WI 53202 900749079 RENTAL HOUSING WI N/A 0 0 GLOBE MANAGING MEMBER LLC 5201 EAST TERRACE DRIVE MADISON WI 53718 463160676 RENTAL HOUSING WI N/A 0 0 MADISON ON BROADWAY LLC 902 ROYSTER OAKS DRIVE MADISON WI 53714 371863938 RENTAL HOUSING WI N/A 0 0 MEADOW RIDGE MANAGING MEMBER LLC 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 320416431 RENTAL HOUSING MN MOVIN' OUT MEADOW RIDGE LLC RELATED -221 419830 0 1 0.51000 MIDDLETON SENIOR APARTMENTS LLC 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 453182615 RENTAL HOUSING WI MOVIN' OUT MIDDLETON LLC RELATED 41 72 0 1 0.00000 MOVIN' OUT GLEN GROVE COTTAGE GROVE LLC 902 ROYSTER OAKS DRIVE MADISON WI 53714 999999999 RENTAL HOUSING WI N/A 0 0 MOVIN' OUT KILBOURN WISCONSIN DELLS LLC 902 ROYSTER OAKS DRIVE MADISON WI 53714 843733546 RENTAL HOUSING WI N/A 0 0 MOVIN' OUT MADISON ACE LLC PO BOX 1658 FOND DU LAC WI 54936 842986542 RENTAL HOUSING WI N/A 0 0 MOVIN' OUT STOUGHTON LLC 902 ROYSTER OAKS DRIVE MADISON WI 53714 273170232 RENTAL HOUSING WI MOVIN' OUT STOUGHTON MM LLC RELATED -25 1215570 0 1 0.00010 MWD MANAGING MEMBER LLC 7447 UNIVERSITY AVENUE MADISON WI 53562 371785373 RENTAL HOUSING WI N/A 0 0 NEW BERLIN CITY CENTER 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 273190850 RENTAL HOUSING MN RELATED 0 1 0.00100 OAKBROOK MAPLE GROVE LLC - 2 SCIENCE COURT MADISON WI 53711 811422029 RENTAL HOUSING WI RELATED 0 1 0.51000 PINNEY LANE MANAGER LLC 625 N SEGOE ROAD 107 MADISON WI 53705 473131995 RENTAL HOUSING WI N/A 0 0 MOVIN' OUT RED CABOOSE MADISON LLC 902 ROYSTER OAKS DRIVE MADISON WI 53714 853928733 RENTAL HOUSING WI N/A 0 0 MOVIN' OUT TAXABLE LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 472299939 RENTAL HOUSING DEVELOPMENT WI MOVIN' OUT INC C 46657 2047282 1.00000 1 MOVIN' OUT WATERLOO MM LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 471324106 RENTAL HOUSING DEVELOPMENT WI MOVIN' OUT INC C 45081 1.00000 1 MOVIN' OUT WATERTOWN LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 463587285 RENTAL HOUSING DEVELOPMENT WI MOVIN' OUT INC C 4255 2 1.00000 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 SCHEDULE R PART V LINE 2 MOVIN' OUT GUARANTEED VARIOUS LOANS FOR THE ORGANZATIONS LISTED ON LINES (2) AND (3). NO SERVICES, CASH, OR OTHER ASSETS WERE PROVIDED OR RECEIVED DURING THE TAX YEAR AND, THEREFORE, $0 WAS REPORTED IN PART V, LINE 2