Windward Market Corp c/o AEW Capital Management LP

EIN: 582545301 Community Improvement

BOSTON, MA

Total Revenue
$6,841,484
Total Expenses
$2,951,543
Total Assets
$35,377,326
Net Assets
$9,652,011
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
GA
Principal Officer
MINDY FITZPATRICK
Phone
6172619000
Tax Period
2023-07-01 to 2024-06-30

Windward Market Corp c/o AEW Capital Management LP, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2023. The organization ran a surplus of $3.9M, a strong 57% 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 $6,607,096
Investment Income $0
Other Revenue $234,388
TOTAL REVENUE $6,841,484

Expense Breakdown

Grants Paid $0
Salaries & Benefits $637,987
Fundraising Expenses $0
Other Expenses $2,313,556
TOTAL EXPENSES $2,951,543

Year-over-Year Comparison

2023 2022 Change
Revenue $6,841,484 $6,666,133 +0.0%
Expenses $2,951,543 $2,777,161 +0.1%
Net Income $3,889,941 $3,888,972 +0.0%
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

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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
16
$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
Officer 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
2025 No data No data No data No data
2024 $6,841,484 $2,951,543 $35,377,326 $3,889,941
2023 $6,666,133 $2,777,161 $55,528,367 $3,888,972
2022 $5,727,773 $2,559,508 $54,622,251 $3,168,265
2021 $4,812,190 $2,628,517 $53,636,536 $2,183,673
2020 $4,559,231 $2,565,701 $53,134,789 $1,993,530
2019 $4,525,344 $2,819,705 $52,472,418 $1,705,639
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