Civic Intelligence

Roman & Sonia Lubetzky Foundation

EIN 74-2885220 • San Antonio, TX

123 Wellesley LoopSan Antonio, TX 78231
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

41st percentile

-2.4%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-3.2%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-21%

Faster revenue growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$14,999

Down $503 (-3.2%) from 2023

Liabilities

Up

$2

Up $2 from 2023

Net Assets

Down

$14,997

Down $505 (-3.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin41st percentile

Revenue

Down

$21,189

Down $5,708 (-21%) from 2023

Expenses

Down

$21,692

Down $823 (-3.7%) from 2023

Net Income

Down

-$503

Down $4,885 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2010: $79,716Liabilities 2010: $0Net Assets 2010: $79,7162010Assets 2011: $34,131Liabilities 2011: $12011Assets 2012: $266,331Liabilities 2012: $0Net Assets 2012: $266,3312012Assets 2013: $25,468Liabilities 2013: $0Net Assets 2013: $25,4682013Assets 2014: $9,122Liabilities 2014: $0Net Assets 2014: $9,1222014Assets 2015: $12,915Liabilities 2015: $0Net Assets 2015: $12,9152015Assets 2016: $7,944Liabilities 2016: $0Net Assets 2016: $7,9442016Assets 2017: $10,487Liabilities 2017: $0Net Assets 2017: $10,4872017Assets 2018: $13,508Liabilities 2018: $0Net Assets 2018: $13,5082018Assets 2019: $2,007Liabilities 2019: $0Net Assets 2019: $2,0072019Assets 2020: $9,650Liabilities 2020: $0Net Assets 2020: $9,6502020Assets 2021: $16,569Liabilities 2021: $0Net Assets 2021: $16,5692021Assets 2022: $11,120Liabilities 2022: $0Net Assets 2022: $11,1202022Assets 2023: $15,502Liabilities 2023: $0Net Assets 2023: $15,5022023Assets 2024: $14,999Liabilities 2024: $2Net Assets 2024: $14,9972024

Highlighted filing

2024

Assets$14,999
Liabilities$2
Net Assets$14,997
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $226,5872010Revenue 2011: $45,068Expenses 2011: $90,653Net Income 2011: -$45,5852011Expenses 2012: $17,8252012Revenue 2013: $25,170Expenses 2013: $266,033Net Income 2013: -$240,8632013Revenue 2014: $14Expenses 2014: $16,360Net Income 2014: -$16,3462014Revenue 2015: $20,009Expenses 2015: $16,216Net Income 2015: $3,7932015Revenue 2016: $10,008Expenses 2016: $14,979Net Income 2016: -$4,9712016Revenue 2017: $25,010Expenses 2017: $22,467Net Income 2017: $2,5432017Revenue 2018: $20,014Expenses 2018: $16,993Net Income 2018: $3,0212018Revenue 2019: $10,009Expenses 2019: $21,510Net Income 2019: -$11,5012019Revenue 2020: $25,005Expenses 2020: $17,362Net Income 2020: $7,6432020Revenue 2021: $30,010Expenses 2021: $23,091Net Income 2021: $6,9192021Revenue 2022: $25,010Expenses 2022: $30,459Net Income 2022: -$5,4492022Revenue 2023: $26,897Expenses 2023: $22,515Net Income 2023: $4,3822023Revenue 2024: $21,189Expenses 2024: $21,692Net Income 2024: -$5032024

Highlighted filing

2024

Revenue$21,189
Expenses$21,692
Net Income-$503
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$14,999
Liabilities
$2
Net assets
$14,997
Revenue
$21,189
Expenses
$21,692
Net income
-$503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.21$0.22$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.27$0.23$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.25$0.30$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.30$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.25$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.10$0.22$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.20$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.25$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10$0.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.20$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.16$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$2.66$2.41
2012Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.18
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.45$0.91$0.46
2010Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA AMERICUS LUBETZKYPres./Sec.-$0--
DANIEL LUBETZKYVice Pres.-$0--
SIOMA LUBETZKYVP/Trea.-$0--
ILEANA LUBETZKYVice Pres.-$0--
TAMARA LUBETZKYVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Roman & Sonia Lubetzky Foundation
EIN
74-2885220
Phone
2105612634
Address
123 WELLESLEY LOOP, SAN ANTONIO, TX 78231

Signing Officer

Name
Sioma Lubetzky
Title
VP/trea.
Phone
2105612634
Signed
2025-09-28

Preparer

Firm
Cb&c CPA Pc
Address
909 NE LOOP 410 STE 715, SAN ANTONIO, TX 78209
Preparer
Charles T Clark
Phone
2102228054
Raw XML Appendix248 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SONIA AMERICUS LUBETZKY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/TREA.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0737
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021261
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021261
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109129
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016887
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020817
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020080
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0110310
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SONIA LUBETZKY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt013275 HUNTERS LARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078230
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021065
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX ON INVESTMENT INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SIOMA LUBETZKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREA.
ReturnHeader/BusinessOfficerGrp/PhoneNum02105612634
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROMAN & SONIA LUBETZKY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROMA
ReturnHeader/Filer/EIN0742885220
ReturnHeader/Filer/PhoneNum02105612634
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 WELLESLEY LOOP
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078231
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741831331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CB&C CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 NE LOOP 410 STE 715
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02102228054
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES T CLARK
ReturnHeader/ReturnTs02025-09-28T21:04:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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