Civic Intelligence

Sycamore Hills Plaza LLC

EIN 83-2217753 • 501(c)25 • Boston, MA

Profile

Hold title to real estate investments of a public employee retirement plan and collect and distribute income from these investments to the employee retirement plan.

Two Seaport Lane 15th FloorBoston, MA 02210-2021

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.29x

Higher debt load relative to assets than 61% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

3.82x

Higher debt load relative to revenue than 90% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

27th percentile

0.0%

Faster asset growth than 27% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-0.5%

Faster revenue growth than 27% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$50,174,328

Up $8,101 (+0.0%) from 2023

Liabilities

Up

$14,512,049

Up $161,133 (+1.1%) from 2023

Net Assets

Down

$35,662,279

Down $153,032 (-0.4%) from 2023

Revenue

Down

$3,800,359

Down $17,849 (-0.5%) from 2023

Expenses

Up

$1,905,881

Up $98,164 (+5.4%) from 2023

Net Income

Down

$1,894,478

Down $116,013 (-5.8%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2019: $49,986,184Liabilities 2019: $15,337,831Net Assets 2019: $34,648,3532019Assets 2020: $49,936,980Liabilities 2020: $18,148,352Net Assets 2020: $31,788,6282020Assets 2021: $51,156,740Liabilities 2021: $15,173,541Net Assets 2021: $35,983,1992021Assets 2022: $49,967,606Liabilities 2022: $14,293,475Net Assets 2022: $35,674,1312022Assets 2023: $50,166,227Liabilities 2023: $14,350,916Net Assets 2023: $35,815,3112023Assets 2024: $50,174,328Liabilities 2024: $14,512,049Net Assets 2024: $35,662,2792024

Highlighted filing

2024

Assets$50,174,328
Liabilities$14,512,049
Net Assets$35,662,279

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2019: $2,975,025Expenses 2019: $1,347,605Net Income 2019: $1,627,4202019Revenue 2020: $3,518,521Expenses 2020: $1,720,504Net Income 2020: $1,798,0172020Revenue 2021: $3,774,894Expenses 2021: $1,658,413Net Income 2021: $2,116,4812021Revenue 2022: $3,591,666Expenses 2022: $1,683,000Net Income 2022: $1,908,6662022Revenue 2023: $3,818,208Expenses 2023: $1,807,717Net Income 2023: $2,010,4912023Revenue 2024: $3,800,359Expenses 2024: $1,905,881Net Income 2024: $1,894,4782024

Highlighted filing

2024

Revenue$3,800,359
Expenses$1,905,881
Net Income$1,894,478

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.1
Gross Receipts
$3,800,359
Mission and Program Overview

Mission

Hold title to real estate investments of a public employee retirement plan and collect and distribute income from these investments to the employee retirement plan.

Hold title to real estate investments of a public employee retirement plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$49,489,234$49,538,356▲ $49,122
Cap Stk Tr Prin Current Funds$25,928,116$24,080,116▼ $1,848,000
Rtn Earn Endowment Incm Other Fnds$9,887,195$11,582,163▲ $1,694,968
Cash and Non-Interest-Bearing Accounts$408,726$438,573▲ $29,847
Accounts Receivable$231,603$171,333▼ $60,270
Prepaid Expenses and Deferred Charges$36,449$25,851▼ $10,598
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$50,166,227$50,174,328▲ $8,101
Other Assets Total$215$215→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,135,089$14,244,448▲ $109,359
Other Liabilities$87,697$118,133▲ $30,436
Accounts Payable and Accrued Expenses$84,942$92,334▲ $7,392
Deferred Revenue$43,188$57,134▲ $13,946
Total Liabilities$14,350,916$14,512,049▲ $161,133
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,815,311$35,662,279▼ $153,032
Total Liabilities and Net Assets / Fund Balance$50,166,227$50,174,328▲ $8,101

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$37,851,180-$0
Other Land Buildings$326,352-$0
Land$9,840,000-$0
Leasehold Improvements$1,520,824-$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
See Schedule OAuthorized Signatories
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,800,359
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,894,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,905,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$865,043
Interest---$634,680
Fees for Services Other---$204,525
Insurance---$77,480
Fees for Services Legal---$33,523
Fees for Services Accounting---$4,988
Office Expenses---$2,228
Other Expenses---$967
Total Functional Expenses$0$0$0$1,905,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$118,133
Security Deposits-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 15 LINE 15A & 15B

The organization has no employees.

Form 990, Part VI, Line 3 Delegation of management duties

Day-to-day operations of the investment property are overseen by the property manager. The investment manager, aew capital management, l.p. Manages the investment. The investment manager is compensated for this service by the sole shareholder and this is treated as a capital contribution by the organization.

Form 990, Part VI, Line 6 Classes of members or stockholders

Sole shareholder of the organization is the city of los angeles fire and police pension plan. The organization is included in the audited financial statements of its sole shareholder.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The organization's governing body is comprised of officers and directors. The directors were elected under the by-laws of the organization. All officers are appointed by the organization's directors. All officers and directors act to carry out the business of the organization. Subject to the by-laws, the parent may veto or confirm decisions made by the organizing officers. All officers and directors are independent.

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

The organization has no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The organization's financial statements are prepared by its financial reporting and tax department. Form 990 is prepared by a paid preparer, bdo usa.

Form 990, Part VI, Line 19 Required documents available to the public

All governing documents, conflict of interest, policies and financial statements are available for inspection at the address of the tax return upon written request.

Form 990, Part VII, Section A, Line 1A

Authorized signatories: seth e. Berger michael p. Byrne sara a. Cassidy annie chao bryan fujita jonathan e. Martin shirley mccrohan mark a. Morrison claire su kyung no lauren o'neil neal k. Sharma thomas e. Mullahey carrie a. Bellerby

Filing and Contact Details

Filer

Filer Name
Sycamore Hills Plaza LLC Co Aew Capital Management Lp
EIN
83-2217753
Phone
6172619000
Address
TWO SEAPORT LANE 15TH FLOOR, BOSTON, MA 02210-2021

Signing Officer

Name
Mindy Fitzpatrick
Title
Vice President
Phone
6174220700
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2018
Legal Domicile
De
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
13

Preparer

Firm
Bdo USA
Address
ONE INTERNATIONAL PLACE, BOSTON, MA 02110
Preparer
Brian Vigneault
Phone
6174220700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

SECURITY - Total Expense: 98457, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; PM FEES - MONTHLY - Total Expense: 83619, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; NON-OP PROF. SERVICES - OTHER - Total Expense: 10852, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; PROFESSIONAL SERVICES - OTHER - Total Expense: 9225, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; GENERAL & ADMINISTRATIVE - Total Expense: 2372, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

DISTRIBUTIONS - -1848000; Total - -1848000;

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAY-TO-DAY OPERATIONS OF THE INVESTMENT PROPERTY ARE OVERSEEN BY THE PROPERTY MANAGER. THE INVESTMENT MANAGER, AEW CAPITAL MANAGEMENT, L.P. MANAGES THE INVESTMENT. THE INVESTMENT MANAGER IS COMPENSATED FOR THIS SERVICE BY THE SOLE SHAREHOLDER AND THIS IS TREATED AS A CAPITAL CONTRIBUTION BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOLE SHAREHOLDER OF THE ORGANIZATION IS THE CITY OF LOS ANGELES FIRE AND POLICE PENSION PLAN. THE ORGANIZATION IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS OF ITS SOLE SHAREHOLDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF OFFICERS AND DIRECTORS. THE DIRECTORS WERE ELECTED UNDER THE BY-LAWS OF THE ORGANIZATION. ALL OFFICERS ARE APPOINTED BY THE ORGANIZATION'S DIRECTORS. ALL OFFICERS AND DIRECTORS ACT TO CARRY OUT THE BUSINESS OF THE ORGANIZATION. SUBJECT TO THE BY-LAWS, THE PARENT MAY VETO OR CONFIRM DECISIONS MADE BY THE ORGANIZING OFFICERS. ALL OFFICERS AND DIRECTORS ARE INDEPENDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PREPARED BY ITS FINANCIAL REPORTING AND TAX DEPARTMENT. FORM 990 IS PREPARED BY A PAID PREPARER, BDO USA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE ADDRESS OF THE TAX RETURN UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUTHORIZED SIGNATORIES: SETH E. BERGER MICHAEL P. BYRNE SARA A. CASSIDY ANNIE CHAO BRYAN FUJITA JONATHAN E. MARTIN SHIRLEY MCCROHAN MARK A. MORRISON CLAIRE SU KYUNG NO LAUREN O'NEIL NEAL K. SHARMA THOMAS E. MULLAHEY CARRIE A. BELLERBY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SECURITY - Total Expense: 98457, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; PM FEES - MONTHLY - Total Expense: 83619, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; NON-OP PROF. SERVICES - OTHER - Total Expense: 10852, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; PROFESSIONAL SERVICES - OTHER - Total Expense: 9225, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; GENERAL & ADMINISTRATIVE - Total Expense: 2372, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DISTRIBUTIONS - -1848000; Total - -1848000;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 15 LINE 15A & 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 3 Delegation of management duties
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6 Classes of members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VII, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 11g Other Fees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part XI, Line 9 Other changes in net assets or fund balances
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CITY OF LA FIRE AND POLICE PENSION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8AERIAL CENTER REALTY CORP II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9AERIAL CENTER LAND CORP II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10WATER RIDGE REALTY CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11LOCKWOOD GLEN APARTMENTS LLC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RET. PLAN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3INVEST. PROP.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4INVEST. PROP.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6INVEST. PROP.
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