2025-11-13T12:23:15-06:00 2024-12-31 260429030 NESSERALLA & COMPANY LLC 11 SOUTH MAIN STREET SUITE 200 CONCORD NH 03301 990 2024-01-01 237089722 PLANNING OFFICE FOR URBAN AFFAIRS INC PLAN 6173508885 10 POST OFFICE SQUARE 1310 BOSTON MA 02109 WILLIAM GROGAN PRESIDENT 6173508885 2025-11-13 1 0 NESSERALLA COMPANY LLC P01068572 6033693812 2025-11-11 2024 2025-03-06 01:10:19Z WILLIAM GROGAN 10 POST OFFICE SQUARE 1310 BOSTON MA 02109 20866735 0 X WWW.POUA.ORG X 1969 MA TO SERVE AS A CATALYST FOR SOCIAL JUSTICE THROUGH ITS WORK IN HOUSING DEVELOPMENT AND NEIGHBORHOOD REVITALIZATION. 6 6 11 0 0 0 366510 739378 3729873 5087696 910854 -694522 -1257349 -1624947 3749888 3507605 694325 483810 0 0 1477909 1652905 0 0 64271 1085366 1072149 3257600 3208864 492288 298741 79995572 85892307 17365512 25835695 62630060 60056612 TO SERVE AS A CATALYST FOR SOCIAL JUSTICE THROUGH ITS WORK IN HOUSING DEVELOPMENT AND NEIGHBORHOOD REVITALIZATION. 0 0 1857448 483810 704856 REAL ESTATE DEVELOPMENT - DEVELOPMENT OF LOW TO MODERATE INCOME HOUSING FOR FAMILIES, THE HOMELESS, AND ELDERLY PERSONS ALONG WITH OTHER SUPPLEMENTAL PROGRAMS TO ASSIST THE ELDERLY AND HOMELESS. 689542 351052 ASSET MANAGEMENT - POUA'S ASSET MANAGEMENT FUNCTION FOCUSES ON THE FINANCIAL PERFORMANCE, PHYSICAL HEALTH AND SUSTAINABILITY, REGULATORY COMPLIANCE, COMMUNITY SOCIAL IMPACTS, AND RESIDENT SATISFACTION AT EACH OF OUR PROPERTIES. 0 1221840 INVESTMENT IN AFFORDABLE RENTAL PROPERTIES - INCLUDES THE FINANCIAL PERFORMANCE OF THE CONSOLIDATED ENTITY OPERATIONS UNDER POUA'S CONTROL. 2546990 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 10 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 1 1 0 MA X X WILLIAM GROGAN 6173508885 10 POST OFFICE SQUARE SUITE 1310 BOSTON MA 02109 KEVIN TIERNEY SR CHAIR OF BOARD 2.00 X X 0 0 0 WILLIAM GROGAN PRESIDENT 40.00 X X 321238 0 43890 GERALD D'AVOLIO SECRETARY/CLERK/TRUSTEE 2.00 X X 0 0 0 PATRICK MCMAHON TREASURER/TRUSTEE 2.00 X X 0 0 0 MICHAEL VAUGHAN TRUSTEE 2.00 X 0 0 0 PATRICIA FOSTER TRUSTEE 2.00 X 0 0 0 MICHAEL MCCAFFREY CFO 40.00 X 167043 0 13363 WILLIAM ANDERSON CFO 40.00 X 3365 0 0 DEBORAH HACKETT ACCOUNTING MANAGER 40.00 X 123693 0 16476 SHAINA KORMAN-HOUSTON REAL ESTATE DIRECTOR 40.00 X 137615 0 36164 MARY WAMBUI ASSET MANAGER 40.00 X 155214 0 31390 AMARILLYS RODRIGUEZ SENIOR PROJECT MANAGER 40.00 X 108937 0 15851 1017105 0 157134 6 0 1 0 GOULSTON & STORRS ONE POST OFFICE SQUARE 25TH FL BOSTON MA 02109 LEGAL SERVICES 215182 JOSHUA LAFRANCE 106 THORNTON RD WALTHAM MA 02453 DEVELOPMENT CONSULTING 136675 2 3500 735878 739378 DEVELOPER AND CONSULTING FEES 531390 2765467 2765467 CAPITAL DISTRIBUTIONS 531390 1068809 1068809 INTEREST ON PROGRAM LOANS 531390 902894 902894 MANAGEMENT FEES 531390 348432 348432 OTHER INCOME 531390 2094 2094 5087696 490479 490479 9431744 11057217 -1625473 -1625473 -1625473 5116912 6301913 -1185001 -1185001 -1185001 0 3500 0 0 MISCELLANEOUS 531390 526 526 526 3507605 2277748 0 490479 483810 483810 545534 427407 118127 847790 585515 227139 35136 31702 23665 7103 934 134974 100757 30242 3975 92905 69353 20816 2736 5782 4042 1589 151 44892 3804 41088 319456 298308 20277 871 44664 23848 20383 433 127382 101727 21789 3866 265341 180239 72009 13093 27254 23044 3582 628 4403 3899 426 78 42036 28374 11560 2102 HOUSING RESEARCH & SUPP 120033 120033 PROJECT FEASIBILITY & D 51063 51063 BAD DEBT 14486 14486 MAINTENANCE AND REPAIRS 5357 3616 1473 268 3208864 2546990 597603 64271 9381085 10540448 1511049 1663096 1434325 3304065 33176389 31932446 156462 172379 11520495 910376 14410137 10610119 14294925 11244239 5631200 16425515 79995572 85892307 659400 2673738 58505 64875 14932606 14078077 492130 492130 1222871 8526875 17365512 25835695 X 62380060 59777105 250000 279507 62630060 60056612 79995572 85892307 X 298741 -344849 3507 -1518356 -1012491 X 0 1 X 0 0 X 68750 5791 1015926 366510 739378 2196355 2730808 5700217 4471002 3729873 5088222 21720122 2799558 5706008 5486928 4096383 5827600 23916477 0 40558 11670 3809248 3014047 3926348 10801871 40558 11670 3809248 3014047 3926348 10801871 13114606 19613 1970 59870 271146 490479 843078 19613 1970 59870 271146 490479 843078 2819171 5707978 5546798 4367529 6318079 24759555 0.52970 0.62650 0.03410 0.01930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 0 0 0 PART II-B, LINE 1: OUTREACH TO KEY STAKEHOLDERS IN THE LEGISLATIVE AND EXECUTIVE BRANCH ON ISSUES REGARDING HOMELESSNESS, AFFORDABLE AND WORKFORCE HOUSING AND ECONOMIC AND COMMUNITY DEVELOPMENT. 83187 83187 10814792 616537 10198255 232530 23885 63501 192914 366101 230338 135763 10610119 INVESTMENT IN PARTNERSHIPS & CORPORATIONS 17417380 C K-1 PASSTHROUGH ASSETS INCLUDED ON 990 -6173141 F 11244239 RELATED PARTY ADVANCES AND INTEREST RECEIVABLE 1953819 PROJECTS UNDER DEVELOPMENT 7713162 TENANT SECURITY DEPOSITS 85000 RIGHT-OF-USE ASSETS 6316523 DEFERRED INITIAL LEASE COSTS 25851 UNBILLED LEASE RECEIVABLES 83605 RESTRICTED RESERVES AND ESCROWS 247555 16425515 LEASE LIABILITY 6642651 SECURITY DEPOSITS 67368 DEFERRED INTEREST PAYABLE 326353 DUE TO AFFILIATES 1490503 8526875 X PART X, LINE 2: THE ORGANIZATION ADOPTED PROVISIONS OF ASC 740 RELATED TO THE SUBSEQUENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS. THIS GUIDANCE REQUIRES RECOGNITION OF THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 SANCTUARY PLACE INC 10 POST OFFICE SQUARE SUITE 1310 BOSTON MA 02109 864005103 501(C)(3) 475000 0 DEVELOPMENT OF HOUSING FOR VICTIMS OF HUMAN TRAFFICKING AND SEXUAL EXPLOITATION. 1 0 PART I, LINE 2: GRANTS PROVIDED OVER $5,000 WERE TO NON-PROFIT ORGANIZATIONS UNDER COMMON BOARD CONTROL TOTALING $475,000. USE OF GRANT FUNDS IS DIRECTLY CONTROLLED AND MONITORED BY MANAGEMENT OF POUA. X 0 0 0 0 0 0 0 0 0 WILLIAM GROGAN PRESIDENT 278238 0 43000 0 0 0 12792 0 31098 0 365128 0 0 0 MARY WAMBUI ASSET MANAGER 149214 0 6000 0 0 0 6190 0 25200 0 186604 0 0 0 MICHAEL MCCAFFREY CFO 153043 0 14000 0 0 0 5596 0 7767 0 180406 0 0 0 SHAINA KORMAN-HOUSTON REAL ESTATE DIRECTOR 131615 0 6000 0 0 0 5495 0 30669 0 173779 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND PRESIDENT REVIEW THE RETURN FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS ALL SALARY RECOMMENDATIONS ANNUALLY, RECOMMENDS CHANGES AND APPROVES FINAL AMOUNTS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DISCOUNT ON LOANS RECEIVABLE, NET OF RECOVERY -193,533. LOSS ON UNCOLLECTIBLE ACCOUNTS -2,031,842. K-1 DISTRIBUTIONS -669,387. CANCELLATION OF DEBT 1,740,205. GAIN ON ACQUISITION OF INTERESTS 149,427. DERECOGNITION OF SINGLE MEMBER LLC -7,361. SECTION 301.9100-7T(A)(3)(II) REQUIRED COPY OF 168 ELECTION: TAXPAYER NAME: MORTON STATION VILLAGE MM LLC TAXPAYER ADDRESS: 10 POST OFFICE SQUARE, SUITE 1310, BOSTON, MA 02109 TAXPAYER EIN: 86-2275150 TAX YEAR: AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2024 ELECTION PURSUANT TO INTERNAL REVENUE CODE SECTION 168(H)(6)(F)(II) THE ELECTION PURSUANT TO SECTION 168(H)(6)(F)(II) MAY BE MADE BY AN ENTITY THAT IS A TAX-EXEMPT CONTROLLED ENTITY. GENERALLY, AN ENTITY IS A TAX-EXEMPT CONTROLLED ENTITY IF IT IS A CORPORATION WHICH IS NOT TAX-EXEMPT AND IF 50% OR MORE OF THE STOCK OF SUCH CORPORATION IS OWNED BY ONE OR MORE TAX- EXEMPT ENTITIES. AN ENTITY MAKING THE ELECTION PURSUANT TO SECTION 168(H)(6)(F)(II) WILL NOT BE TREATED AS A TAX-EXEMPT ENTITY FOR PURPOSES OF INTERNAL REVENUE CODE SECTIONS 168(H)(5) AND 168(H)(6). ANY GAIN RECOGNIZED BY A TAX-EXEMPT ENTITY ON ANY DISPOSITION OF AN INTEREST IN SUCH ENTITY (AND ANY DIVIDEND OR INTEREST RECEIVED OR ACCRUED BY A TAX-EXEMPT ENTITY FROM SUCH TAX-EXEMPT CONTROLLED ENTITY) WILL BE TREATED AS UNRELATED BUSINESS TAXABLE INCOME. THE PURPOSE OF THIS ELECTION IS TO TREAT MORTON STATION VILLAGE MM LLC'S ALLOCABLE SHARE OF DEPRECIABLE PROPERTY OWNED BY THE COMPANY IN WHICH MORTON STATION VILLAGE MM LLC HAS AN INVESTMENT AS PROPERTY WHICH IS NOT TAX-EXEMPT USE PROPERTY. MORTON STATION VILLAGE MM LLC IS ENTITLED TO MAKE SUCH ELECTION BECAUSE IT IS A CORPORATION OR HAS ELECTED TO BE TREATED FOR FEDERAL TAX PURPOSES AS AN ASSOCIATION WHICH IS TAXABLE AS A CORPORATION AND IS 100% OWNED BY MORTON STATION VENTURES LLC, A COMPANY WHICH IS WHOLLY OWNED BY TAX-EXEMPT ENTITIES PLANNING OFFICE FOR URBAN AFFAIRS, INC. AND CARIBBEAN INTEGRATION COMMUNITY DEVELOPMENT, INC. MORTON STATION VILLAGE MM LLC HEREBY ELECTS PURSUANT TO INTERNAL REVENUE CODE SECTION 168(H)(6)(F)(II) NOT TO BE TREATED AS A TAX- EXEMPT ENTITY FOR PURPOSES OF APPLYING THE RULES IN INTERNAL REVENUE CODE SECTIONS 168(H)(5) AND 168(H)(6). 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