LAFP Orlando Inc c/o AEW Capital Management LP

EIN: 471685504 Public & Societal Benefit

Boston, MA

Total Revenue
$7,788,663
Total Expenses
$4,511,837
Total Assets
$62,385,150
Net Assets
$33,149,458
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
DE
Principal Officer
Mindy Fitzpatrick
Phone
6172619000
Tax Period
2023-01-01 to 2023-12-31

LAFP Orlando Inc c/o AEW Capital Management LP, founded in 2014, is a community nonprofit in the Public & Societal Benefit sector that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.3M, a strong 42% operating margin.

Mission

HOLD TITLE TO REAL ESTATE INVESTMENTS OF A PUBLIC EMPLOYEE RETIREMENT PLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,788,663
Investment Income $0
Other Revenue $0
TOTAL REVENUE $7,788,663

Expense Breakdown

Grants Paid $0
Salaries & Benefits $674,169
Fundraising Expenses $0
Other Expenses $3,837,668
TOTAL EXPENSES $4,511,837

Year-over-Year Comparison

2023 2022 Change
Revenue $7,788,663 $7,170,337 +0.1%
Expenses $4,511,837 $4,093,798 +0.1%
Net Income $3,276,826 $3,076,539 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
16

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
15
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM LOPEZ PRES. & DIRECTOR UNTIL 07/31 0.0
Officer Director
$0 $0 $0
ANNIE CHAO VP, TREASURER, CFO, & DIRECTOR 0.0
Officer Director
$0 $0 $0
SUSAN LIEM VP, SECR., & DIR. UNTIL 07/31 0.0
Officer Director
$0 $0 $0
Bryan Fujita PRES. & DIRECTOR AS OF 07/31 0.0
Officer Director
$0 $0 $0
Claire Su Kyung No VP, SECR., & DIR. AS OF 07/31 0.0
Director
$0 $0 $0
NEAL K SHARMA VICE PRESIDENT & ASSISTANT SEC 0.0
Officer
$0 $0 $0
SETH E BERGER VP & ASSISTANT TREASURER 0.0
Officer
$0 $0 $0
MICHAEL P BYRNE VICE PRESIDENT 0.0
Officer
$0 $0 $0
SARA A CASSIDY VICE PRESIDENT 0.0
Officer
$0 $0 $0
THOMAS E MULLAHEY VICE PRESIDENT 0.0
Officer
$0 $0 $0
MARK A MORRISON VICE PRESIDENT 0.0
Officer
$0 $0 $0
JONATHAN E MARTIN VICE PRESIDENT 0.0
Officer
$0 $0 $0
CARRIE A BELLERBY VICE PRESIDENT 0.0
Officer
$0 $0 $0
SHIRLEY MCCROHAN VICE PRESIDENT 0.0
Officer
$0 $0 $0
LAUREN O'NEIL VICE PRESIDENT 0.0
Officer
$0 $0 $0
GWENDOLYN A BRUNO VICE PRESIDENT UNTIL 07/31 0.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $7,788,663 $4,511,837 $62,385,150 $3,276,826
2022 $7,170,337 $4,093,798 $96,131,468 $3,076,539
2021 $6,086,314 $4,005,229 $80,676,734 $2,081,085
2020 $5,953,493 $3,997,955 $65,522,632 $1,955,538
2019 $6,052,157 $3,849,476 $66,076,667 $2,202,681
2018 $5,917,684 $3,871,011 $65,994,439 $2,046,673
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