Civic Intelligence

The Paul and Phyllis Fireman Charitable Foundation

990PF • Fiscal year 2020 • EIN 22-2677986

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

800 South St Suite 600 No 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.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

55th percentile

7.1%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$164,177,089

Up $10,954,310 (+7.1%) from 2019

Net Assets

$164,175,048

No earlier filing loaded for comparison.

Liabilities

Up

$2,041

Up $2,041 from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin8th percentile

Revenue

Down

$4,757,193

Down $1,022,445 (-18%) from 2019

Expenses

Down

$7,131,882

Down $3,015,145 (-30%) from 2019

Net Income

Up

-$2,374,689

Up $1,992,700 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$164,177,089
Liabilities$2,041
Net Assets$164,175,048
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$4,757,193
Expenses$7,131,882
Net Income-$2,374,689
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay11th 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 NO 610, WALTHAM, MA 02453

Signing Officer

Name
Paul Fireman
Title
Trustee
Phone
6174825620
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Lynne Johnson
Phone
6179129000
Raw XML AppendixShowing 400 of 2,419 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2IT RELATED IMPROVEMENTS
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES.
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)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0NO REPORT RECEIVED AS OF 12/31/20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt13/20/20, 6/30/20, 9/30/20, 12/31/20
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-09-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12004-10-29
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 2020 OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES: 3/31/2020, 6/30/2020, 9/30/2020, AND 12/31/2020. THIS ABOVE INVESTMENTS REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2020.
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/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/CategoryOrItemTxt12CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CVC INTERNATIONAL (CAYMAN OFF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DOMAIN ENVIRONMENTAL INVESTMENTS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DOMAIN TIMBER INVESTMENTS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DOMAIN TIMBER INVESTMENTS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17EGERTON EUROPEAN DOLLAR FUND LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FCA BERKSHIRE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FCA ELEMENT LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FIRST BOSTON BRIDGE LENDING POOL III CO-INVEST, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ND BURLINGTON SOUTH AVENUE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ND WOODLAND STATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PATHWAY INVESTOR KENTWOOD LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PATHWAY RN CO-INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29PERELLA WEINBER ASSET BASED VAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SACHEM HEAD LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33SHASTA VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SHASTA VENTURES IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35SPINNAKER GLOBAL EM FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38WA GLOBAL EQUITY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39WA PRIVATE EQUITY FUND IX, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40WA PRIVATE EQUITY FUND V LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41WA PRIVATE EQUITY FUND VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42WA PRIVATE EQUITY FUND VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43WA PRIVATE EQUITY FUND VIII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44WA-ARES LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45WINDROSE - AC VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46WINDROSE - ADVENT VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WINDROSE - ANR FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WINDROSE - ANR III FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49WINDROSE - AV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50WINDROSE - ECF XI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51WINDROSE - ENERGY FUND IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52WINDROSE - FB LENDING POOL III LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WINDROSE - IVP XIV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54WINDROSE - IVP XV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55WINDROSE - KENNEDY LEWIS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56WINDROSE - LATERAL LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58WINDROSE - MEP IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59WINDROSE - ND MIDTOWN LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60WINDROSE - NED LITTLE ROCK LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61WINDROSE - OVP IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62WINDROSE - RREF II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63WINDROSE - SC II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64WINDROSE - TB IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65WINDROSE - VWH FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66WINDROSE - XPE VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67WINDROSE EAF VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68WINDROSE OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69WINDROSE WRPV XIII LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70WINDROSE WRPV XIV LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4CARMEL PARTNERS INVESTMENT FUND V, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5CENTERBRIDGE CREDIT PARTNERS TE LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6CHARLES RIVER INSTITUTIONAL FUND II LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7CHARLES RIVER INSTITUTIONAL FUND III LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8CHARLES RIVER INSTITUTIONAL FUND IV LP
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10DOMAIN TIMBER INVESTMENTS II LP
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14FCA ELEMENT
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17MERGANSER CORE PLUS BOND FUND LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18ND BURLINGTON SOUTH AVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc19ND WOODLAND STATION II LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-12554
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15417
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt16-452
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1733860
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18-2
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt19-245341
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd914
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1514

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,177,089
Liabilities
$2,041
Net assets
$164,175,048
Revenue
$4,757,193
Expenses
$7,131,882
Net income
-$2,374,689
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