Fair Oaks Apartments LLC c/o AEW C… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

SUSAN BOUCHARD

Phone

6172619000

Tax Period

2020-01-01 to 2020-12-31

Fair Oaks Apartments LLC c/o AEW Capital Management LP, founded in 2000, is a mid-sized nonprofit that reported $16.5M in total revenue in fiscal year 2020. Revenue surged 332% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.2M, a strong 98% operating margin.

Mission

THE COMPANY WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF ACQUIRING AND HOLDING TITLE TO REAL PROPERTY, COLLECTING THE INCOME THEREFROM, AND TURNING OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO ITS SHAREHOLDERS, WHICH ARE EXEMPT FROM TAX UNDER IRC SEC. 401(A).

Program Service Accomplishments

Program 1

N/A

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $119,309

Investment Income $16,395,844

Other Revenue $26,784

TOTAL REVENUE $16,541,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,417

Fundraising Expenses $0

Program Expenses $332,102

Other Expenses $280,685

TOTAL EXPENSES $332,102

Year-over-Year Comparison

	2020	2019	Change
Revenue	$16,541,937	$3,829,305	+3.3%
Expenses	$332,102	$1,961,457	-0.8%
Net Income	$16,209,835	$1,867,848	+7.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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 ATTACHED STATEMENT	OFFICER	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
2020	$16,541,937	$332,102	No data	$16,209,835
2019	$3,829,305	$1,961,457	$44,743,529	$1,867,848
2018	$3,732,803	$2,487,968	$44,538,313	$1,244,835

Fair Oaks Apartments LLC c/o AEW Capital Management LP