121 WEST CHESTNUT ASSOCIATES INC CO AEW CAPITAL MANAGEMENT LP

EIN: 954826416 Community Improvement

BOSTON, MA

Total Revenue
$7,869,417
Total Expenses
$6,974,827
Total Assets
$65,648,344
Net Assets
$-9,626,515
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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
2000
Legal Domicile
DE
Phone
6172619000
Tax Period
2024-01-01 to 2024-12-31

121 WEST CHESTNUT ASSOCIATES INC CO AEW CAPITAL MANAGEMENT LP, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $7.9M in total revenue in fiscal year 2024. Expenses of $7.0M left a modest 11% surplus.

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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,869,417
Investment Income $0
Other Revenue $0
TOTAL REVENUE $7,869,417

Expense Breakdown

Grants Paid $0
Salaries & Benefits $897,043
Fundraising Expenses $0
Program Expenses $0
Other Expenses $6,077,784
TOTAL EXPENSES $6,974,827

Year-over-Year Comparison

2024 2023 Change
Revenue $7,869,417 $7,625,577 +0.0%
Expenses $6,974,827 $6,930,639 +0.0%
Net Income $894,590 $694,938 +0.3%
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
13

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
13
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNIE CHAO VICE PRESIDENT, TREASURER, CFO & DIRECTOR 0.0
Officer Director
$0 $0 $0
BRYAN FUJITA PRESIDENT & DIRECTOR 0.0
Officer Director
$0 $0 $0
CLAIRE SU KYUNG NO VICE PRESIDENT, SECRETARY, & DIRECTOR 0.0
Officer Director
$0 $0 $0
CARRIE A BELLERBY VICE PRESIDENT 0.0
Officer
$0 $0 $0
JONATHAN E MARTIN VICE PRESIDENT 0.0
Officer
$0 $0 $0
LAUREN ONEIL VICE PRESIDENT 0.0
Officer
$0 $0 $0
MARK A MORRISON VICE PRESIDENT 0.0
Officer
$0 $0 $0
MICHAEL P BYRNE VICE PRESIDENT 0.0
Officer
$0 $0 $0
NEAL K SHARMA VICE PRESIDENT & ASSISTANT SECRETARY 0.0
Officer
$0 $0 $0
SARA A CASSIDY VICE PRESIDENT 0.0
Officer
$0 $0 $0
SETH E BERGER VICE PRESIDENT & ASSISTANT TREASURER 0.0
Officer
$0 $0 $0
SHIRLEY MCCROHAN VICE PRESIDENT 0.0
Officer
$0 $0 $0
THOMAS E MULLAHEY VICE PRESIDENT 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 $7,869,417 $6,974,827 $65,648,344 $894,590
2023 $7,625,577 $6,930,639 $64,571,641 $694,938
2022 $7,154,003 $6,765,382 $88,575,713 $388,621
2021 $6,440,632 $6,506,142 $88,401,570 $-65,510
2020 $6,781,067 $6,324,496 $95,152,925 $456,571
2019 $7,153,735 $6,433,540 $87,927,359 $720,195
2018 $6,756,087 $6,796,331 $96,892,270 $-40,244
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