Civic Intelligence

Paul & Phyllis Fireman Charitable

EIN 22-2677986 • Waltham, MA

800 South St Suite 600 610Waltham, MA 02453
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

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.

$100M-$250M nonprofits • Source year 2024

Asset Growth

30th percentile

1.4%

Faster asset growth than 30% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-23%

Faster revenue growth than 9% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$178,776,659

Up $2,533,971 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$178,776,659

Up $2,533,971 (+1.4%) from 2023

Revenue

Down

$12,844,546

Down $3,771,496 (-23%) from 2023

Expenses

Down

$9,058,864

Down $1,428,879 (-14%) from 2023

Net Income

Down

$3,785,682

Down $2,342,617 (-38%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$178,776,659
Liabilities$0
Net Assets$178,776,659

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$12,844,546
Expenses$9,058,864
Net Income$3,785,682

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

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
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
Jonathan Hitter CPA
Phone
6174472700
Raw XML AppendixShowing 400 of 2,166 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.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CARMEL PARTNERS INVESTMENT FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CARMEL PARTNERS INVESTMENT FUND VII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CENTERBRIDGE CREDIT PARTNERS TE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CHARLES RIVER INSTITUTIONAL FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CHARLES RIVER INSTITUTIONAL FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CHARLES RIVER REALTY FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CVC INTERNATIONAL (CAYMAN OFF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DOMAIN ENVIRONMENTAL INVESTMENTS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DOMAIN TIMBER INVESTMENTS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FCA BERKSHIRE, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PATHWAY RN CO-INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PERELLA WEINBER ASSET BASED VAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SHASTA VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SHASTA VENTURES IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22SRI ELEVEN REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23TURNING ROCK FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WA GLOBAL EQUITY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25WA PRIVATE EQUITY FUND IX, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26WA PRIVATE EQUITY FUND V LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27WA PRIVATE EQUITY FUND VI LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29WA PRIVATE EQUITY FUND VIII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30WA-ARES LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32WINDROSE - ADVENT VII, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50WINDROSE - XPE VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51WINDROSE EAF VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52WINDROSE OPPORTUNITIES FUND (VIRGINIAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WINDROSE WRPV XIII LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54WINDROSE WRPV XIV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55ND UNICORN LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56WA OPPORTUNITIES FUND LLC (EXABEAM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57FIRST BOSTON BRIDGE LENDING POOL IV LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59EDISON PARTNERS X
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66CARRONADE CAPITAL OFFSHORE LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71PCOF IV LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74KENNEDY LEWIS CAPITAL COMPANY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76WA PRIVATE REAL ESTATE VIII LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0924693
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7523000
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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
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9DOMAIN ENVIRONMENTAL INVESTMENTS II LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10DOMAIN TIMBER INVESTMENTS III LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11ENDEAVOUR CAPITAL FUND VI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12FCA BERKSHIRE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13HOME FUNDERS COLLABORATIVE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14ND BURLINGTON SOUTH AVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15ND CAPITAL INSTITUTIONAL FUND 5 LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16ND HUDSON LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17ND WOODLAND STATION II LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18PATHWAY RN CO-INVESTMENT FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc19PCOF IV LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011812
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-30121
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt226957
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt39418
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt431475
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5243
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-24736
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt71697
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt83582
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9-9521
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt102738
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11-6941
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12596
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13-16865
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt14-33643
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1551029
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214

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