Civic Intelligence

Tw Carl Hultquist FBO Luthern Soc 28-207870

EIN 22-2420804 • 4947(a)1 • New York, NY

Profile

The primary exempt purpose of the foundation is to provide maintenance & operation of hultquist mem

66 Hudson BoulevardNew York, NY 10001

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

0.4%

Higher net margin than 52% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$9,566

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

-0.0%

Faster asset growth than 61% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-13%

Faster revenue growth than 32% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$359,571

Down $29 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$359,571

Down $29 (-0.0%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin52nd percentile

Revenue

Down

$42,432

Down $6,294 (-13%) from 2023

Expenses

Down

$42,255

Down $27,622 (-40%) from 2023

Net Income

Up

$177

Up $21,328 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2021: $369,376Liabilities 2021: $0Net Assets 2021: $369,3762021Assets 2022: $381,314Liabilities 2022: $0Net Assets 2022: $381,3142022Assets 2023: $359,600Liabilities 2023: $0Net Assets 2023: $359,6002023Assets 2024: $359,571Liabilities 2024: $0Net Assets 2024: $359,5712024

Highlighted filing

2024

Assets$359,571
Liabilities$0
Net Assets$359,571
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $46,136Expenses 2021: $80,024Net Income 2021: -$33,8882021Revenue 2022: $13,969Expenses 2022: $14,968Net Income 2022: -$9992022Revenue 2023: $48,726Expenses 2023: $69,877Net Income 2023: -$21,1512023Revenue 2024: $42,432Expenses 2024: $42,255Net Income 2024: $1772024

Highlighted filing

2024

Revenue$42,432
Expenses$42,255
Net Income$177
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,571
Liabilities
$0
Net assets
$359,571
Revenue
$42,432
Expenses
$42,255
Net income
$177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.42$0.42$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.49$0.70$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.14$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.46$0.80$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$58,874
Mission and Program Overview

Mission

The primary exempt purpose of the foundation is to provide maintenance & operation of hultquist mem

The primary exempt purpose of the foundation is to provide maintenance and operation of hultquist mem

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$359,600$359,571▼ $29
Investments Other Securities$347,460$346,321▼ $1,139
Savings and Temporary Cash Investments$12,140$13,250▲ $1,110
Total Assets$359,600$359,571▼ $29
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$359,600$359,571▼ $29
Total Liabilities and Net Assets / Fund Balance$359,600$359,571▼ $29

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,029--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseTotal
Hsbc Bank USATrustee$9,566$9,566
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,432
Other Revenue
$0
Change in Net Assets
$177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,515
Salaries, Compensation, and Employee Benefits$9,566
Other Expenses$174
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,515--$32,515
Current Officers, Directors, Trustees, and Key Employees$1,913$7,653-$9,566
Other Expenses-$100-$100
Total Functional Expenses$34,428$7,827$0$42,255
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Social ServicesJameston, NY170(b)(1)(A)(ii)Program Support$32,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Hsbc bank usa is the sole trustee of the t/w carl hultquist fbo luthern soc.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Hsbc bank usa is the sole trustee of the t/w carl hultquist fbo luthern soc. There are no committees that have authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews the completed form 990 provided by their tax preparer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“T/w carl hultquist fbo luthern soc makes its governing documents and tax documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tw Carl Hultquist Fbo Luthern Soc 28-207870
EIN
22-2420804
Phone
2125250561
Address
66 HUDSON BOULEVARD, NEW YORK, NY 10001

Signing Officer

Name
For Hsbc Bank USA
Title
VP
Phone
2125250561
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
3124869399
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“COST BASIS ADJUSTMENT”

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc7XXX-XX-XXXX ISHARES RUSSELL 2000 VALU
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IRS990ScheduleI/RecipientTable/CashGrantAmt032515
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(ii)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0912101156
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0715 FALCONER STREET
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BENEFICIARY PROVIDES ANNUAL UPDATES DESCRIBING HOW THE ANNUAL DISTRIBUTIONS WERE EXPENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W CARL HULTQUIST FBO LUTHERN SOC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W CARL HULTQUIST FBO LUTHERN SOC. THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE REVIEWS THE COMPLETED FORM 990 PROVIDED BY THEIR TAX PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3T/W CARL HULTQUIST FBO LUTHERN SOC MAKES ITS GOVERNING DOCUMENTS AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SKILLED NURSING, CHILDREN'S HOME, SENIOR HOUS
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0359600
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IRS990/TotalFunctionalExpensesGrp/TotalAmt042255
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034429
IRS990/TotalReportableCompFromOrgAmt09566
IRS990/TotalRevenueGrp/ExclusionAmt042432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042432
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0359600
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IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FOR HSBC BANK USA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02125250561
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TW CARL HULTQUIST FBO LUTHERN SOC 28-207870
ReturnHeader/Filer/BusinessNameControlTxt0HULT
ReturnHeader/Filer/EIN0222420804
ReturnHeader/Filer/PhoneNum02125250561
ReturnHeader/Filer/USAddress/AddressLine1Txt066 HUDSON BOULEVARD

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