Civic Intelligence

Eugenia & Lawrence a Bertetti Foundation

EIN 74-2553221 • San Antonio, TX

126 East Kings HighwaySan Antonio, TX 78212
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

27th percentile

-16%

Higher net margin than 27% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-1.0%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

3.6%

Faster revenue growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$277,218

Down $2,707 (-1.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$277,218

Down $2,707 (-1.0%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin27th percentile

Revenue

Up

$16,748

Up $589 (+3.6%) from 2024

Expenses

Up

$19,455

Up $1,264 (+6.9%) from 2024

Net Income

Down

-$2,707

Down $675 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2012: $335,040Liabilities 2012: $02012Assets 2013: $325,138Liabilities 2013: $02013Assets 2014: $308,663Liabilities 2014: $02014Assets 2015: $299,377Liabilities 2015: $02015Assets 2016: $285,789Liabilities 2016: $02016Assets 2020: $321,056Liabilities 2020: $02020Assets 2021: $306,432Liabilities 2021: $0Net Assets 2021: $306,4322021Assets 2022: $289,873Liabilities 2022: $0Net Assets 2022: $289,8732022Assets 2023: $281,957Liabilities 2023: $0Net Assets 2023: $281,9572023Assets 2024: $279,925Liabilities 2024: $0Net Assets 2024: $279,9252024Assets 2025: $277,218Liabilities 2025: $0Net Assets 2025: $277,2182025

Highlighted filing

2025

Assets$277,218
Liabilities$0
Net Assets$277,218
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$40K$20K$0-$20KRevenue 2012: $28,470Expenses 2012: $19,189Net Income 2012: $9,2812012Revenue 2013: $6,290Expenses 2013: $16,192Net Income 2013: -$9,9022013Revenue 2014: $2,069Expenses 2014: $18,544Net Income 2014: -$16,4752014Revenue 2015: $7,852Expenses 2015: $17,138Net Income 2015: -$9,2862015Revenue 2016: $6,356Expenses 2016: $19,944Net Income 2016: -$13,5882016Revenue 2020: $3,544Expenses 2020: $18,868Net Income 2020: -$15,3242020Revenue 2021: $3,121Expenses 2021: $17,745Net Income 2021: -$14,6242021Revenue 2022: $1,211Expenses 2022: $17,770Net Income 2022: -$16,5592022Revenue 2023: $9,634Expenses 2023: $17,550Net Income 2023: -$7,9162023Revenue 2024: $16,159Expenses 2024: $18,191Net Income 2024: -$2,0322024Revenue 2025: $16,748Expenses 2025: $19,455Net Income 2025: -$2,7072025

Highlighted filing

2025

Revenue$16,748
Expenses$19,455
Net Income-$2,707
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,218
Liabilities
$0
Net assets
$277,218
Revenue
$16,748
Expenses
$19,455
Net income
-$2,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.17$0.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.18$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.01$0.18$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.03$0.18$0.15
2020Summary only. Only limited summary data is available for this year.$3.21$0.00$0.04$0.19$0.15
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$0.06$0.20$0.14
2015Summary only. Only limited summary data is available for this year.$2.99$0.00$0.08$0.17$0.09
2014Summary only. Only limited summary data is available for this year.$3.09$0.00$0.02$0.19$0.16
2013Summary only. Only limited summary data is available for this year.$3.25$0.00$0.06$0.16$0.10
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$0.28$0.19$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA BERTETTI BAUCUMTrustee-$0--
LINDA L BERTETTITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugenia & Lawrence a Bertetti Foundation
EIN
74-2553221
Phone
2108272197
Address
126 EAST KINGS HIGHWAY, SAN ANTONIO, TX 78212

Signing Officer

Name
Laura Bertetti Baucum
Title
Trustee
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Booker Arceneaux Myers & Maxwell LLP
Address
1100 NW Loop 410 Suite 207, San Antonio, TX 78213
Preparer
Dusty Maxwell
Phone
2103412538
Raw XML Appendix275 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478205
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051100
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051502
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033502
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0400 SUNCO L/P SUNOCO FIN CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SUNOCO LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0571
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt021436
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME FROM K1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0381
TaxesSchedule/TaxesDetail/Amt0205
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0205
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BERTETTI BAUCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUGENIA & LAWRENCE A BERTETTI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0742553221
ReturnHeader/Filer/PhoneNum02108272197
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 EAST KINGS HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742999559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Booker Arceneaux Myers & Maxwell LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 NW Loop 410 Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078213
ReturnHeader/PreparerPersonGrp/PhoneNum02103412538
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dusty Maxwell
ReturnHeader/ReturnTs02025-09-12T12:43:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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