Sycamore Hills Plaza LLC c/o AEW Capital Management LP

EIN: 832217753 Community Improvement

Boston, MA

Total Revenue
$3,818,208
Total Expenses
$1,807,717
Total Assets
$50,166,227
Net Assets
$35,815,311
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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
2018
Legal Domicile
DE
Principal Officer
Mindy Fitzpatrick
Phone
6172619000
Tax Period
2023-01-01 to 2023-12-31

Sycamore Hills Plaza LLC c/o AEW Capital Management LP, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $3.8M in total revenue in fiscal year 2023. The organization ran a surplus of $2.0M, a strong 53% 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 $3,810,132
Investment Income $0
Other Revenue $8,076
TOTAL REVENUE $3,818,208

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,807,717
TOTAL EXPENSES $1,807,717

Year-over-Year Comparison

2023 2022 Change
Revenue $3,818,208 $3,591,666 +0.1%
Expenses $1,807,717 $1,683,000 +0.1%
Net Income $2,010,491 $1,908,666 +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
N/A
Independent Members
N/A
Employees
N/A
Volunteers
11

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SEE SCHEDULE O OFFICERS 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 $3,818,208 $1,807,717 $50,166,227 $2,010,491
2022 $3,591,666 $1,683,000 $49,967,606 $1,908,666
2021 $3,774,894 $1,658,413 $51,156,740 $2,116,481
2020 $3,518,521 $1,720,504 $49,936,980 $1,798,017
2019 $2,975,025 $1,347,605 $49,986,184 $1,627,420
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