2022-11-14T14:17:54-06:00 2021-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2021-01-01 391833482 MOVIN' OUT INC MOVI 6082514446 902 ROYSTER OAKS DRIVE 105 MADISON WI 537149101 KATHRYNE AUERBACK EXECUTIVE DIRECTOR 6082514446 2022-11-14 1 KATHRYNE AUERBACK 999009999 BRETT HOFMEISTER P01290591 6082742002 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATHRYNE AUERBACK 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 5776773 0 X MOVIN-OUT.ORG X 1995 WI CREATES HOUSING SOLUTIONS FOR LOW-INCOME PEOPLE WITH DISABILITIES. 14 14 15 14 0 0 2159927 4341942 992778 1433401 5129 1430 0 0 3157834 5776773 818229 439690 0 0 697701 1004820 0 0 0 710388 562654 2226318 2007164 931516 3769609 16647072 21028051 9327112 9938482 7319960 11089569 MOVIN' OUT, IN PARTNERSHIP WITH PEOPLE WITH DISABILITIES AND THEIR ALLIES, CREATES AND SUSTAINS COMMUNITY-INTEGRATED, SAFE, AFFORDABLE HOUSING SOLUTIONS. 0 0 805341 439690 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 510603 398426 RENTAL HOUSING: MOVIN' OUT OFFERS A VARIETY OF RENTAL HOUSING FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES 521239 1034975 HOUSING DEVELOPMENT: MOVIN' OUT DEVELOPS COMMUNITY-INTEGRATED RENTAL HOUSING IN PARTNERSHIP WITH OTHER DEVELOPERS FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES. 1837183 1 1 0 0 0 0 0 0 0 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 1 0 0 1 24 0 1 15 1 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 SUITE 105 MADISON WI 53714 VALERIE BROWN DIRECTOR 1.00 X 0 0 0 KINGSLEY GOBOURNE DIRECTOR 1.00 X 0 0 0 GEORGIA ALLEN PRESIDENT 2.00 X X 0 0 0 SINIKKA SANTALA TREASURER 2.00 X X 0 0 0 ALEX LAW DIRECTOR 1.00 X 0 0 0 SARIAH DANE DIRECTOR 1.00 X 0 0 0 ALYSSA RYANJOY DIRECTOR 1.00 X X 0 0 0 RUSS ENDRES DIRECTOR 1.00 X 0 0 0 LISA BARWINSKI SECRETARY 2.00 X X 0 0 0 TONY FREIBERG DIRECTOR 1.00 X 0 0 0 DAVID SCRIBBINS VICE PRESIDENT 2.00 X X 0 0 0 ABIGAIL TESSMANN DIRECTOR 1.00 X 0 0 0 MARVIN BYNUM II DIRECTOR 1.00 X 0 0 0 NICOLE ROBBINS DIRECTOR 1.00 X 0 0 0 KATHRYNE AUERBACK DIRECTOR 40.00 X 110435 0 13978 MEGAN SCHUETZ REAL ESTATE DEVELOPMENT PROGRAM MANAGER 40.00 X 207750 0 16553 318185 0 30531 2 0 1 0 0 3247364 1094578 1575000 4341942 DEVELOPMENT FEES 531390 861603 861603 RENTAL INCOME 531110 274589 274589 INTEREST ON LOANS RECE 900099 173372 173372 PROPERTY MANAGEMENT FE 531310 123837 123837 1433401 1430 1430 5776773 1433401 0 1430 439690 439690 121903 121903 731514 626450 105064 26957 21988 4969 77366 62917 14449 47080 39352 7728 29217 24421 4796 45760 38249 7511 17244 14413 2831 31703 26499 5204 10610 8868 1742 45139 37729 7410 59069 59069 122968 122968 19813 16561 3252 SCATTERED SITE AND DEVE 150511 150511 TRAINING 10572 8837 1735 DUES 10193 8520 1673 MISCELLANEOUS 7500 6269 1231 2355 1969 386 2007164 1837183 169981 0 1039768 883692 230226 230786 245116 1010628 1141912 1656989 10721667 12406280 1595 9414 3880611 1529024 2458697 2351587 2025413 808091 453262 16647072 21028051 144814 195174 147907 51114 9018823 9674572 15568 17622 9327112 9938482 X 6000798 9274874 1319162 1814695 7319960 11089569 16647072 21028051 3769609 0 X 0 1 X 1 1 1 X 2508756 3640478 2443100 2159927 4341942 15094203 2508756 3640478 2443100 2159927 4341942 15094203 15094203 6559 8449 14033 5129 1430 35600 15129803 4884514 0.99760 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 666429 666429 2357523 1189103 1168420 837436 320698 516738 19223 19223 0 2351587 INVESTMENTS IN REAL ESTATE DEVELOPMENT PROJECTS 2025413 C 2025413 SECURITY DEPOSITS PAYABLE 17622 17622 X PART X, LINE 2: THE ORGANIZATION AND ITS CONTROLLED AFFILIATES ARE NONPROFIT CORPORATIONS, INCORPORATED UNDER THE WISCONSIN NONSTOCK CORPORATION LAW (CHAPTER 181 OF THE WISCONSIN STATUTES). THE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAX. NORTH LAWN, HILTON, ELDORADO, CAMERON, MIDVALE, BRIAN, WATTS, MAPLE VALLEY, PROSPECT, MARCY, MARCIA, TROY, 18TH, MACARTHR, STOUGHTON MM, STONEBRIDGE LLC, CREST LINE, PONWOOD, MOVIN' OUT MIDDLETON, MOVIN' OUT WATERTOWN, MOVIN' OUT MEADOW RIDGE, MOVIN' OUT WATERLOO MM, MOVIN' OUT STOUGHTON MM, MOVIN' OUT TAXABLE, MOVIN' OUT MAPLE GROVE 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 OWERNSHIP OF THE LLC'S IS IN ACCORDANCE WITH MOVIN' OUT'S TAX-EXEMPT PURPOSE AND THEREFORE IS NOT TAXABLE INCOME TO MOVIN' OUT. MOVIN' OUT'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, MOVIN' OUT IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR YEARS BEFORE 2018. 1 GRANTS TO INDIVIDUALS FOR ASSISTANCE WITH DOWNPAYMENTS ON HOUSES 8 286762 GRANTS FOR REHABILITATION OF HOMES 89 152928 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 X 0 0 0 1 0 0 0 0 0 MEGAN SCHUETZ REAL ESTATE DEVELOPMENT PROGRAM MANA 53385 0 154365 0 0 0 6233 0 10320 0 224303 0 0 0 PART I, LINE 5 REAL ESTATE DEVELOPMENT STAFF RECEIVE COMMISSIONS BASED ON DEVELOPER FEES EARNED BY THE ORGANIZATION. X 1 1575000 APPRAISED VALUE 0 0 0 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 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 MOVIN' OUT MEADOW RIDGE LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI MOVIN' OUT INC MOVIN' OUT STOUGHTON MM LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI MOVIN' OUT INC MOVIN' OUT DEVELOPMENT LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI MOVIN' OUT INC MOVIN' OUT MIDDLETON LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 537147101 RENTAL HOUSING WI MOVIN' OUT INC STONEBRIDGE MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 263599282 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 0 NORTHPORT MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 272327695 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 0 HARBOR HOUSE MOVIN' OUT INC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 272327663 PROVIDE RENTAL HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES WI 501(C)(3) LINE 12B, II MOVIN' OUT INC 0 GLOBE MANAGING MEMBER LLC 5201 EAST TERRACE DRIVE MADISON WI 53718 463160676 RENTAL HOUSING WI RELATED 0 1 0.51000 MEADOW RIDGE MANAGING MEMBER LLC 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 320416431 RENTAL HOUSING MN RELATED 0 1 0.51000 MOVIN' OUT WATERTOWN LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 463587285 RENTAL HOUSING WI RELATED 0 1 1.00000 MOVIN' OUT WATERLOO MM LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 471324106 RENTAL HOUSING WI RELATED 0 1 1.00000 PINNEY LANE MANAGER LLC 625 N SEGOE ROAD 107 MADISON WI 53705 473131995 RENTAL HOUSING WI RELATED 56479 0 1 0.51000 MWD MANAGING MEMBER LLC 7447 UNIVERSITY AVENUE MADISON WI 53562 371785373 RENTAL HOUSING WI RELATED 0 1 0.51000 OAKBROOK MAPLE GROVE LLC 2 SCIENCE COURT MADISON WI 53711 811422029 RENTAL HOUSING WI RELATED 0 1 0.51000 MADISON ON BROADWAY LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 371863938 RENTAL HOUSING WI RELATED 0 1 0.00010 90 GREENDALE LLC 6938 N SANTA MONICA BLVD FOX POINT WI 53217 273117393 RENTAL HOUSING WI RELATED 0 1 0.00250 BRADLEY CROSSING 60 LLC 1300 N JACKSON ST MILWAUKEE WI 53202 900749079 RENTAL HOUSING WI RELATED 0 1 0.00250 NEW BERLIN CITY CENTER 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 273190850 RENTAL HOUSING MN RELATED 0 1 0.00100 MOVIN' OUT STOUGHTON LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 273170232 RENTAL HOUSING WI RELATED 0 1 0.01000 GENCAP PLATTEVILLE 71 MM LLC 6938 N SANTA MONICA BLVD FOX POINT WI 53217 821806874 RENTAL HOUSING WI RELATED 0 1 0.01000 MADISON AND MAIN LLC 1416 BLUE RIDGE TRAIL WAUNAKEE WI 53597 461972470 RENTAL HOUSING WI RELATED 0 1 0.01000 MOVIN' OUT MADISON ACE LLC PO BOX 1658 FOND DU LAC WI 54936 842986542 RENTAL HOUSING WI RELATED 0 1 0.00450 UPLAND HOMES LLC 2375 STATE ROAD 44 OSHKOSH WI 54904 392042397 RENTAL HOUSING WI RELATED 0 1 0.00250 FOURTEEN02 PARK MM LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 871298223 RENTAL HOUSING WI MOVIN' OUT RELATED 1291535 0 1 0.51000 MIDDLETON SENIOR APARTMENTS LLC 1295 NORTHLAND DRIVE SUITE 270 MENDOTA HEIGHTS MN 55120 453182615 RENTAL HOUSING MN RELATED 0 1 0.00000 GLOBE APARTMENTS LLC 5201 EAST TERRACE DRIVE MADISON WI 53718 463011375 RENTAL HOUSING WI RELATED 0 1 0.00000 MOVIN' OUT KILBOURN WISCONSIN DELLS LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 843733546 RENTAL HOUSING WI RELATED 0 1 0.00010 MOVIN' OUT GLEN GROVE COTTAGE GROVE LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 RENTAL HOUSING WI RELATED 0 1 0.00010 MOVIN' OUT TAXABLE LLC 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 472299939 RENTAL HOUSING DEVELOPMENT WI MOVIN' OUT INC C 56489 2029568 1.00000 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 FOURTEEN02 PARK MM LLC B 1575000 APPRAISED VALUE MOVIN' OUT GLEN GROVE GROVE COTTAGE GROVE LLC D SEE PART VII FOURTEEN02 PARK LLC D SEE PART VII 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