Civic Intelligence

Eugenia and Lawrence a Bertetti Foundation

990PF • Fiscal year 2023 • EIN 74-2553221

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

Organization Profile
126 East Kings HighwaySan Antonio, TX 78212

(210) 827-2197

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-82%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.7%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

696%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$281,957

Down $7,916 (-2.7%) from 2022

Net Assets

Down

$281,957

Down $7,916 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Up

$9,634

Up $8,423 (+696%) from 2022

Expenses

Down

$17,550

Down $220 (-1.2%) from 2022

Net Income

Up

-$7,916

Up $8,643 (+52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$281,957
Liabilities$0
Net Assets$281,957
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$9,634
Expenses$17,550
Net Income-$7,916
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENIA BERTETTITrustee-$0--
LAURA BERTETTI BAUCUMTrustee-$0--
LINDA L BERTETTITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ANNUAL FUND/PROGRAM EXPENSES-SAN ANTONIO, TX, US$6,000
Paid Grant-ANNUAL FUND/PROGRAM EXPENSES-SAN ANTONIO, TX, US$6,000
Paid Grant-ANNUAL FUND/PROGRAM EXPNESES-SAN ANTONIO, TX, US$2,100
Paid Grant-ANNUAL FUND/PROGRAM EXPENSES-SAN ANTONIO, TX, US$1,200
Paid Grant-ANNUAL FUND/PROGARAM EXPENSES-SAN ANTONIO, TX, US$1,000
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
2023-10-30
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 Appendix272 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/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0117
IRS990PF/FMVAssetsEOYAmt0335141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05481
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0501
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EUGENIA BERTETTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA BERTETTI BAUCUM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22723 ESSEX TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0337
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0402
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016300
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0739
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc01000 UNITS NUSTAR ENERGY LP
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ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,957
Liabilities
$0
Net assets
$281,957
Revenue
$9,634
Expenses
$17,550
Net income
-$7,916
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