TW CARL HULTQUIST FBO LUTHERN SOC 28-207870

EIN: 222420804

NEW YORK, NY

Total Revenue
$78,700
Total Expenses
$49,012
Total Assets
$390,265
Net Assets
$390,265
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
NY
Phone
2125250561
Tax Period
2025-01-01 to 2025-12-31

TW CARL HULTQUIST FBO LUTHERN SOC 28-207870, founded in 1981, is a micro nonprofit that reported $79K in total revenue in fiscal year 2025. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 38% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROVIDE MAINTENANCE AND OPERATION OF HULTQUIST MEM

Program Service Accomplishments

Program 1
Expenses: $34,436

LUTHERAN SOCIAL SERVICES, 715 FALCONER ST JAMESTOWN, NY 14701

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $78,700
Other Revenue $0
TOTAL REVENUE $78,700

Expense Breakdown

Grants Paid $32,376
Salaries & Benefits $10,301
Fundraising Expenses $0
Program Expenses $34,436
Other Expenses $6,335
TOTAL EXPENSES $49,012

Year-over-Year Comparison

2025 2024 Change
Revenue $78,700 $42,432 +0.9%
Expenses $49,012 $42,255 +0.2%
Net Income $29,688 $177 +166.7%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HSBC BANK USA TRUSTEE N/A
$10,301 $0 $10,301
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $78,700 $49,012 $390,265 $29,688
2024 $42,432 $42,255 $359,571 $177
2023 $48,726 $69,877 $359,600 $-21,151
2022 $16,939 $18,320 $376,321 $-1,381
2022 $13,969 $14,968 $381,314 $-999
2021 $46,136 $80,024 $369,376 $-33,888
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