2016-08-12T08:42:59-05:00 2015-12-31 391628949 JOHNSON BLOCK & CO INC 406 SCIENCE DRIVE SUITE 100 MADISON WI 53711 990 2015-01-01 391833482 MOVIN' OUT INC MOVI 6082514446 902 ROYSTER OAKS DRIVE NO 105 MADISON WI 53714 VALERIE BROWN PRESIDENT 6082514446 2016-08-11 1 BRETT HOFMEISTER P01290591 6082742002 2015 2016-12-15 16:53:06Z X TIMOTHY RADELET 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 1888855 0 X MOVIN-OUT.ORG X 1995 WI CREATES HOUSING SOLUTIONS FOR LOW-INCOME PEOPLE WITH DISABILITIES. 12 12 8 12 0 0 252422 1247360 1282581 640585 680 910 0 0 1535683 1888855 0 693966 0 0 560645 612712 0 0 2646 1183571 466111 1744216 1772789 -208533 116066 8121055 8912555 6239788 6915222 1881267 1997333 MOVIN' OUT, IN PARTNERSHIP WITH PEOPLE WITH DISABILITIES AND THEIR ALLIES, CREATES AND SUSTAINS COMMUNITY-INTEGRATED, SAFE, AFFORDABLE HOUSING SOLUTIONS. 0 0 1144049 693966 1800 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 318024 347720 RENTAL HOUSING: MOVIN' OUT OFFERS A VARIETY OF RENTAL HOUSNIG FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES 237611 291065 HOUSING DEVELOPMENT: MOVIN' OUT DEVELOPS COMMUNITY-INTEGRATED RENTAL HOUSING IN PARTNERSHIP WITH OTHER DEVELOPERS FOR LOW-INCOME HOUSEHOLDS THAT INCLUDE A PERSON WITH DISABILITIES. 1699684 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 8 0 0 0 0 0 0 1 1 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 1 WI X TIMOTHY RADELET 6082514446 902 ROYSTER OAKS DRIVE SUITE 105 MADISON WI 53714 SINIKKA SANTALA PRESIDENT THRU 10/15/15 2.00 0.12 X X 0 0 0 VALERIE BROWN PRESIDENT BEGINNING 10/15/15 2.00 X X 0 0 0 HOWARD CAGLE SECRETARY/TREASURER 2.00 0.12 X X 0 0 0 SHEILA BRIGGS DIRECTOR THRU 12/8/15 1.00 X 0 0 0 SANDRA BUTTS DIRECTOR 1.00 X 0 0 0 JAMES CARTER DIRECTOR THRU 12/8/15 1.00 X 0 0 0 ROSEMARY CRUMP DIRECTOR 1.00 X 0 0 0 EDWARD ERWIN DIRECTOR 1.00 X 0 0 0 JAKE JOHNSON VICE PRESIDENT BEGINNING 10/15/15 1.00 X 0 0 0 JEAN MACCUBBIN DIRECTOR 1.00 0.12 X 0 0 0 RHONDA MCMURRY DIRECTOR 1.00 X 0 0 0 CHERYL SCHILTZ DIRECTOR 1.00 X 0 0 0 TIMOTHY OLP DIRECTOR BEGINNING 12/8/15 1.00 X 0 0 0 PETER WILSON DIRECTOR BEGINNING 12/8/15 1.00 X 0 0 0 TIMOTHY RADELET EXECUTIVE DIRECTOR 40.00 3.00 X 95000 0 14272 95000 0 14272 0 0 0 0 0 1622 989822 255916 1247360 RENTAL INCOME 531110 286790 286790 DEVELOPMENT FEES 531390 230779 230779 PROPERTY MANAGEMENT FE 531310 73020 73020 INTEREST ON LOANS RECE 900099 48196 48196 MISCELLANEOUS 900099 1800 1800 640585 910 910 1888855 640585 0 910 693966 693966 109711 77895 31816 406635 390283 14011 2341 8750 8649 101 51837 50088 1749 35779 33054 2725 362 333 29 47036 43273 3545 218 16405 15093 1312 15664 14411 1253 46154 42462 3605 87 3299 3035 264 1858 1709 149 93227 93227 114261 114082 179 5849 5381 468 RENTAL COSTS 84516 84516 DEVELOPMENT COSTS 14373 14373 HOUSING COUNSELING 9184 9184 MORTGAGE WRITE-OFFS 8848 8848 5075 4670 405 1772789 1699684 70459 2646 434187 637801 102807 198570 144045 27751 4382135 5084857 17595 21151 3768491 844926 3011851 2923565 28435 0 18860 8121055 8912555 162760 212641 7617 11795 6679770 6065233 15194 6239788 6915222 X 1434802 1511373 436465 475960 10000 10000 1881267 1997333 8121055 8912555 116066 0 X 0 1 X 1 1 1 X 693142 484402 197722 252422 1247360 2875048 693142 484402 197722 252422 1247360 2875048 2875048 3406 2228 1957 680 910 9181 2884229 4564498 0.99680 0.99460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 676904 676904 3072364 825703 2246661 19223 19223 0 2923565 SECURITY DEPOSITS PAYABLE 15194 15194 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 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 2012. 1 GRANTS TO INDIVIDUALS FOR ASSISTANCE WITH DOWNPAYMENTS ON HOUSES 19 444000 GRANTS FOR REHABILITATION OF HOMES 50 244718 OTHER GRANTS AND ASSISTANCE TO HOMEOWNERS 6 5248 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 AMOUNG 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. FORM 990, PART VI, SECTION A, LINE 4 THE "PUPOSE CLAUSE" OF THE ARTICLES OF INCORPORATION WERE AMENDED TO CONFORM WITH 501(C)(3) IRS LANGUAGE. FORM 990, PART VI, SECTION B, LINE 11 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 15 LINE 15A: THE BOARD ANNUALLY LOOKS AT COMPARABLE COMPENSATION TABLES PROVIDED BY UNITED WAY IN ITS DELIBERATION OF THE EXECTUIVE DIRECTOR'S COMPENSATION. LINE 15B: THE EXECUTIVE DIRECTOR UTILIZES COMPARABLE LOCAL WAGE SURVEYS IN HIS REVIEW OF EMPLOYEES' SALARIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST 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 11A, I 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 11A, I 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 11A, I MOVIN' OUT INC 0 UPLANDS VILLAGE LLC 121 S PINCKNEY STREET SUITE 420 MADISON WI 53703 392042395 HOUSING WI RELATED -90 0 0 0.05000 UPLANDS HOMES LLC 2375 STATE ROAD 44 OSHKOSH WI 54904 392042397 HOUSING WI RELATED -32 0 0 MIDDLETON SENIOR APARTMENTS LLC 7201 WALKER STREET SUITE 20 ST LOUIS PARK MN 55426 275088641 RENTAL HOUSING MN RELATED -5 0 0 0.00000 GLOBE APARTMENTS LLC 5201 E TERRACE DR SUITE 300 MADISON WI 53718 463011375 RENTAL HOUSING WI RELATED -4 0 0 0.00000 MEADOW RIDGE MANAGEMENT MEMBER LLC 7201 WALKER STREET SUITE 20 ST LOUIS PARK MN 55426 320416431 RENTAL HOUSING MN RELATED 0 1 0.51000 MOVIN' OUT WATERTOWN LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 RENTAL HOUSING WI RELATED 0 1 1.00000 MONROE STREET APARTMENTS LLC 206 E OLIN AVENUE MADISON WI 53713 471441400 RENTAL HOUSING WI RELATED -12 0 0 MOVIN' OUT TAXABLE LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 472299939 RENTAL HOUSING WI RELATED 0 1 1.00000 MOVIN' OUT STOUGHTON LLC 206 E OLIN AVENUE MADISON WI 53713 273710232 RENTAL HOUSING WI RELATED -22 0 1 0.00010 NEW BERLIN CITY CENTER LLC 7201 WALKER STREET SUITE 20 ST LOUIS PARK MN 55426 273190850 RENTAL HOUSING MN RELATED -6 0 0 MOVIN' OUT WATERLOO LLC 902 ROYSTER OAKS DRIVESUITE 105 MADISON WI 53714 RENTAL HOUSING WI RELATED 0 1 1.00000 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0