NP Quarry Oaks III LLC C/O AEW Capital Management LP (EIN 812425414) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

MINDY FITZPATRICK

Phone

6172619000

Tax Period

2024-01-01 to 2024-12-31

NP Quarry Oaks III LLC C/O AEW Capital Management LP, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $5.8M in total revenue in fiscal year 2024. The organization ran a surplus of $3.8M, a strong 66% operating margin.

Mission

TITLE HOLDING COMPANY FOR REAL PROPERTY.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,687,224

Investment Income $84,846

Other Revenue $0

TOTAL REVENUE $5,772,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,814

Fundraising Expenses $0

Other Expenses $1,805,229

TOTAL EXPENSES $1,978,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,772,070	$5,680,442	+0.0%
Expenses	$1,978,043	$2,099,131	-0.1%
Net Income	$3,794,027	$3,581,311	+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

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEE SCHEDULE O	AUTHORIZED SIGNATORIES	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	$5,772,070	$1,978,043	$57,286,955	$3,794,027
2023	$5,680,442	$2,099,131	$54,705,201	$3,581,311
2022	$5,995,619	$2,532,225	$53,797,338	$3,463,394
2021	$5,918,699	$2,292,508	$65,820,152	$3,626,191
2020	$6,212,517	$2,336,003	$59,341,369	$3,876,514
2019	$6,362,224	$2,688,836	$59,695,386	$3,673,388
2018	$5,898,286	$2,287,174	$56,927,931	$3,611,112

NP Quarry Oaks III LLC C/O AEW Capital Management LP