AMP_2025_Consolidated_v3.xlsx
Compiled by AMP Builder · 187 partnerships consolidated · 21 sheets
Partnership inclusion progress
187 / 239 (78%)
Total credits
$486.2M
Total losses
($142.8M)
Outside basis (sum)
$1.84B
Variances flagged
14
Workflow status
Apr 14 · 9:42 AM
AMP Builder triggered
Apr 14 · 11:18 AM
Variance Agent attached 14 flags
Pending
Tax Operations review
Pending
Send to Tax Return team
Variances vs. 2024 (top 6)
| Partnership | Field | YoY Δ | Severity |
|---|---|---|---|
| Riverside Park Phase II | Ownership % | −0.7 pts | Medium |
| Salem Garden Apartments | 743(b) adjustment | +$381K | Info |
| Brookline Senior Residences | Outside basis | −$2.1M | High |
| Concord Green LP | Distributions | +$120K | Medium |
| Newark Crossings LP | Credit allocation | +$48K | Info |
| Albany Riverwalk LP | Suspended losses | +$84K | Medium |
Portfolio Insights (auto-generated)
Insights Agent
Capital efficiency opportunity
14 partnerships have outside basis <$0.5M and are projected to deplete by Q3 2027. Strategic-exit modeling indicates $78.2M capital release at acceptable recapture risk.
Sponsor concentration
Top 3 sponsors now represent 41% of LIHTC commitments. Consider diversification trigger if it crosses 45%.
52 K-1s outstanding
52 partnerships have not yet delivered 2025 K-1s. Sponsor outreach agent has scheduled follow-ups for 38; 14 need manual escalation.
CRA portfolio coverage
Geographic CRA coverage strong in MA, CT, RI; underweight in NH and ME. Insights Agent suggests next $50M allocation prioritize NH.
Report Library
| Report | Type | Coverage | Generated by | Last run | Status | |
|---|---|---|---|---|---|---|
| AMP_2025_Consolidated_v3 For corporate tax return |
AMP | 187 partnerships | AMP Builder | 11 min ago | Ready | Open |
| Tax Basis Roll-forward Q1 All partnerships, 12-yr lookback |
Basis | 239 partnerships | Tax Basis Agent | Yesterday | Ready | Open |
| CRA Quarterly Disclosure Filed with FFIEC |
Compliance | 14 states | Compliance Agent | 2 days ago | Filed | View |
| Early-Exit Modeling Pack Strategy committee preview |
Strategic | 14 partnerships | Insights Agent | 4 days ago | Draft | Open |
| K-1 Receipt Status (weekly) For Community Development |
Operational | 239 partnerships | Compliance Agent | This morning | Sent | View |
| Form 8609 Filing Pack Annual IRS submission |
Compliance | 239 partnerships | Compliance Agent | Scheduled May 14 | Scheduled | Preview |