Civic Intelligence

The Paul and Phyllis Fireman Charitable Foundation

990PF • Fiscal year 2022 • EIN 22-2677986

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

View Organization Page

800 South St Suite 600 610Waltham, MA 02453

(617) 482-5620

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

6th percentile

-88%

Higher net margin than 6% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

24th percentile

-8.8%

Faster asset growth than 24% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-69%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$204,325,586

Down $19,741,440 (-8.8%) from 2021

Net Assets

Down

$204,323,545

Down $19,741,497 (-8.8%) from 2021

Liabilities

Up

$2,041

Up $57 (+2.9%) from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin6th percentile

Revenue

Down

$5,670,320

Down $12,429,429 (-69%) from 2021

Expenses

Up

$10,671,576

Up $5,158,336 (+94%) from 2021

Net Income

Down

-$5,001,256

Down $17,587,765 (-140%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $133,957,633Liabilities 2011: $9972011Assets 2012: $138,768,935Liabilities 2012: $202012Assets 2013: $141,559,359Liabilities 2013: $9452013Assets 2014: $136,692,601Liabilities 2014: $02014Assets 2015: $133,630,641Liabilities 2015: $5952015Assets 2019: $153,222,779Liabilities 2019: $02019Assets 2020: $164,177,089Liabilities 2020: $2,041Net Assets 2020: $164,175,0482020Assets 2021: $224,067,026Liabilities 2021: $1,984Net Assets 2021: $224,065,0422021Assets 2022: $204,325,586Liabilities 2022: $2,041Net Assets 2022: $204,323,5452022Assets 2023: $176,242,688Liabilities 2023: $0Net Assets 2023: $176,242,6882023Assets 2024: $178,776,659Liabilities 2024: $0Net Assets 2024: $178,776,6592024

Highlighted filing

2022

Assets$204,325,586
Liabilities$2,041
Net Assets$204,323,545
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $1,581,869Expenses 2011: $4,607,377Net Income 2011: -$3,025,5082011Revenue 2012: $6,191,815Expenses 2012: $5,176,093Net Income 2012: $1,015,7222012Revenue 2013: $4,540,065Expenses 2013: $8,547,128Net Income 2013: -$4,007,0632013Revenue 2014: $10,812,404Expenses 2014: $8,633,801Net Income 2014: $2,178,6032014Revenue 2015: $3,164,543Expenses 2015: $8,994,271Net Income 2015: -$5,829,7282015Revenue 2019: $5,779,638Expenses 2019: $10,147,027Net Income 2019: -$4,367,3892019Revenue 2020: $4,757,193Expenses 2020: $7,131,882Net Income 2020: -$2,374,6892020Revenue 2021: $18,099,749Expenses 2021: $5,513,240Net Income 2021: $12,586,5092021Revenue 2022: $5,670,320Expenses 2022: $10,671,576Net Income 2022: -$5,001,2562022Revenue 2023: $16,616,042Expenses 2023: $10,487,743Net Income 2023: $6,128,2992023Revenue 2024: $12,844,546Expenses 2024: $9,058,864Net Income 2024: $3,785,6822024

Highlighted filing

2022

Revenue$5,670,320
Expenses$10,671,576
Net Income-$5,001,256
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL FIREMANTrustee-$0--
PHYLLIS FIREMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Phyllis Fireman Charitable
EIN
22-2677986
Phone
6174825620
Address
800 SOUTH ST SUITE 600 610, WALTHAM, MA 02453

Signing Officer

Name
Paul Fireman
Title
Trustee
Phone
6174825620
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
Jonathan Hitter CPA
Phone
6174472700
Raw XML AppendixShowing 400 of 2,258 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0THE HURLEY FAMILY FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1HOME FUNDERS COLLABORATIVE LLC (HOME FUNDERS)
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT THE FREE BASKETBALL PROGRAM RUN BY THE HURLEY FAMILY FOUNDATION FOR STUDENTS IN 3RD THROUGH 12TH GRADE IN JERSEY CITY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE HOME FUNDERS MISSION IS TO SUPPORT THE CREATION OF HOUSING FOR EXTREMELY LOW-INCOME FAMILIES IN A MIXED INCOME HOUSING ENVIRONMENT. THE INVESTMENTS HAVE VARYING TERMS (5 YEARS, 10 YEARS, AND 20 YEARS) FOR AMOUNTS TOTALING UP TO $5 MILLION, FOR WHICH THE FIRST CAPITAL CALL WAS PAID IN 2003. FUNDS ARE DISBURSED TO HOME FUNDERS AS REAL ESTATE CLOSINGS OCCUR, WHICH SUBSEQUENTLY FLOW TO FINANCE PERMANENT LOANS TO AN AFFORDABLE HOUSING PROJECT.REPORTS OF AMOUNTS EXPENDED:HOME FUNDS SUBMITTED A COMPLETE REPORT ON OR ABOUT THE FOLLOWING DATES IN 2022 OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES: 3/31/2022, 6/30/2022, 9/30/2022, AND 12/31/2022. THIS ABOVE INVESTMENTS REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2022.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG SUPER FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTIMETER PARTNERS FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BAY POND PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CAI HEDGE FUND (SKYBRIDGE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CANYON BALANCED FUND (CAYMAN) LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CARMEL PARTNERS INVESTMENT FUND IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CARMEL PARTNERS INVESTMENT FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CARMEL PARTNERS INVESTMENT FUND VII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CENTERBRIDGE CREDIT PARTNERS TE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CHARLES RIVER INSTITUTIONAL FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CHARLES RIVER INSTITUTIONAL FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CHARLES RIVER REALTY FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CVC INTERNATIONAL (CAYMAN OFF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DOMAIN ENVIRONMENTAL INVESTMENTS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DOMAIN TIMBER INVESTMENTS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17EGERTON EUROPEAN DOLLAR FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ENDEAVOUR CAPITAL FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FCA BERKSHIRE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20LION POINT INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MATRIX CAPITAL OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NBW CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ND BURLINGTON SOUTH AVENUE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ND WOODLAND STATION II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PATHWAY RN CO-INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PERELLA WEINBER ASSET BASED VAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SACHEM HEAD LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SANDALWOOD CREDIT OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SHASTA VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SHASTA VENTURES IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SRI ELEVEN REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33TURNING ROCK FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34WA GLOBAL EQUITY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35WA PRIVATE EQUITY FUND IX, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36WA PRIVATE EQUITY FUND V LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37WA PRIVATE EQUITY FUND VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38WA PRIVATE EQUITY FUND VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39WA PRIVATE EQUITY FUND VIII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40WA-ARES LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41WINDROSE - AC VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42WINDROSE - ADVENT VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43WINDROSE - ANR FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44WINDROSE - ANR III FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45WINDROSE - AV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46WINDROSE - ECF XI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WINDROSE - ENERGY FUND IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WINDROSE - IVP XIV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49WINDROSE - IVP XV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50WINDROSE - KENNEDY LEWIS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51WINDROSE - LATERAL LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52WINDROSE - MCP IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WINDROSE - MEP IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54WINDROSE - ND MIDTOWN LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55WINDROSE - OVP IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56WINDROSE - RREF II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WINDROSE - SC II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58WINDROSE - TB IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59WINDROSE - VWH FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60WINDROSE - XPE VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61WINDROSE EAF VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62WINDROSE OPPORTUNITIES FUND (VIRGINIAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63WINDROSE WRPV XIII LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64WINDROSE WRPV XIV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65BRANDYWINE GLOBAL FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66WA MARKET DIRECTIONAL HEDGE FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67ND UNICORN LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68WA REAL ASSETS FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69WA ABSOLUTE RETURN HEDGE FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70FCA ELEMENT 501C3 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71WA OPPORTUNITIES FUND LLC (EXABEAM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72FIRST BOSTON BRIDGE LENDING POOL IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73WA PRIVATE EQUITY FUND X LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74EDISON PARTNERS X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75ARTISAN GLOBAL OPPTY INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76OAKMARK GLOBAL SELECT FUND INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77BALTER INVENOMIC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78FPA CRESCENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80CARMEL PARTNERS INVESTMENT FUND VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81WA PRIVATE EQUITY FUND XI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82VWH OFFSHORE FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83PRIME STORAGE FUND III-R LP
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt049376
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05239738
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0745057
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0193782
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt020000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AG SUPER FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1BAY POND PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2CARMEL PARTNERS INVESTMENT FUND IV

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,325,586
Liabilities
$2,041
Net assets
$204,323,545
Revenue
$5,670,320
Expenses
$10,671,576
Net income
-$5,001,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$179$0.00$179$12.8$9.06$3.79
2023Detailed filing. Detailed filing data is available for this year.$176$0.00$176$16.6$10.5$6.13
2022Detailed filing. Detailed filing data is available for this year.$204$0.00$204$5.67$10.7$5.00
2021Detailed filing. Detailed filing data is available for this year.$224$0.00$224$18.1$5.51$12.6
2020Detailed filing. Detailed filing data is available for this year.$164$0.00$164$4.76$7.13$2.37
2019Summary only. Only limited summary data is available for this year.$153$0.00$5.78$10.1$4.37
2015Summary only. Only limited summary data is available for this year.$134$0.00$3.16$8.99$5.83
2014Summary only. Only limited summary data is available for this year.$137$0.00$10.8$8.63$2.18
2013Summary only. Only limited summary data is available for this year.$142$0.00$4.54$8.55$4.01
2012Summary only. Only limited summary data is available for this year.$139$0.00$6.19$5.18$1.02
2011Summary only. Only limited summary data is available for this year.$134$0.00$1.58$4.61$3.03