STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOMERVILLE HEALTH FOUNDATION INC

Cite this

Plain text SOMERVILLE HEALTH FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/043382001. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). SOMERVILLE HEALTH FOUNDATION INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/043382001

MLA “SOMERVILLE HEALTH FOUNDATION INC.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/043382001. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $35K · expenses $40K · assets $552K

EIN
04-3382001
Address
PO BOX 653067, DALLAS, TX 75265-3067
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1998
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bank Of America Institution AGENT FOR TRUSTEE2020-2024 $7,841$37,785 4368

Officers and directors, no compensation reported

10 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joe Curtalone PRESIDENT /CHAIR.2024 1 $0 reported 1
Doug Kress SIGNATORY2020-2024 1 $0 reported 1
Bryan Eric Simmons TREASURER2024 1 $0 reported 1
Jessica Eshleman TRUSTEE2024 1 $0 reported 1
Yvette Verdieu TRUSTEE2024 1 $0 reported 1
Gerald Mccue (former) PRESIDENT /CHAIR.2020-2023 1 $0 reported 1
Kathleen Mcgilvray (former) TRUSTEE2020-2023 1 $0 reported 1
Robina Bhasin (former) TRUSTEE/CLERK2020-2023 1 $0 reported 1
Rob Buchanan (former) TRUSTEE/TREASURER2020-2023 1 $0 reported 1
Kathleen R O'Brien (former) TRUSTEE2021-2023 1 $0 reported 1

People by year

2024 · 6 people listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution AGENT FOR TRUSTEE1 $7,841-- $7,8414368
JOE CURTALONE PRESIDENT /CHAIR.1 $0-- $01
DOUG KRESS SIGNATORY1 $0-- $01
BRYAN ERIC SIMMONS TREASURER1 $0-- $01
JESSICA ESHLEMAN TRUSTEE1 $0-- $01
YVETTE VERDIEU TRUSTEE1 $0-- $01
2023 · 7 people listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution AGENT FOR TRUSTEE, INVEST MGT1 $7,257-- $7,2574368
GERALD MCCUE PRESIDENT /CHAIR.1 $0-- $01
KATHLEEN MCGILVRAY TRUSTEE1 $0-- $01
ROBINA BHASIN TRUSTEE/CLERK1 $0-- $01
DOUG KRESS TRUSTEE/DIRECTOR1 $0-- $01
ROB BUCHANAN TRUSTEE/TREASURER1 $0-- $01
KATHLEEN R O'BRIEN TRUSTEE1 $0-- $01
2022 · 7 people listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution AGENT FOR TRUSTEE, INVEST MGT1 $6,965-- $6,9654368
GERALD MCCUE PRESIDENT /CHAIR.1 $0-- $01
KATHLEEN MCGILVRAY TRUSTEE1 $0-- $01
ROBINA BHASIN TRUSTEE/CLERK1 $0-- $01
DOUG KRESS TRUSTEE/DIRECTOR1 $0-- $01
ROB BUCHANAN TRUSTEE/TREASURER1 $0-- $01
KATHLEEN R O'BRIEN TRUSTEE1 $0-- $01
2021 · 7 people listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution AGENT FOR TRUSTEE, INVEST MGT1 $8,137-- $8,1374368
GERALD MCCUE PRESIDENT /CHAIR.1 $0-- $01
KATHLEEN MCGILVRAY TRUSTEE1 $0-- $01
ROBINA BHASIN TRUSTEE/CLERK1 $0-- $01
DOUG KRESS TRUSTEE/DIRECTOR1 $0-- $01
ROB BUCHANAN TRUSTEE/TREASURER1 $0-- $01
KATHLEEN R O'BRIEN TRUSTEE1 $0-- $01
2020 · 6 people listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution AGENT FOR TRUSTEE, INVEST MGT1 $7,585-- $7,5854368
GERALD MCCUE PRESIDENT /CHAIR.1 $0-- $01
KATHLEEN MCGILVRAY TRUSTEE1 $0-- $01
ROBINA BHASIN TRUSTEE/CLERK1 $0-- $01
DOUG KRESS TRUSTEE/DIRECTOR1 $0-- $01
ROB BUCHANAN TRUSTEE/TREASURER1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $30K
2023 · 2 grants to organizations · $25K
2022 · 3 grants to organizations · $27K
2021 · 7 grants to organizations · $32K
2020 · 7 grants to organizations · $28K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$35,484$39,837 $552,121$552,121 -- $7,841--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$19,791$33,708 $556,474$556,474 -- $7,257--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$18,546$36,061 $570,391$570,391 -- $6,965--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$39,837$41,786 $587,940$587,940 -- $8,137--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$34,216$36,492 $589,889$589,889 -- $7,585--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JMC FOUNDATION INCTXT20 $35,000$31,500 President/Treas$0 Same NTEE code T20, revenue within 2x, same state, similar name
ELIZA MOUNT THOMAS FOUNDATION INCTXT20 $33,730$61,798 AGENT FOR FIDUCIARY$15,821 Same NTEE code T20, revenue within 2x, same state
HARTNETT FOUNDATIONTXT20 $35,972$75,451 Director$0 Same NTEE code T20, revenue within 2x, same state
CJDA FOUNDATIONTXT20 $37,744$234,908 PRESIDENT, TREASURER, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
WILTON FOUNDATIONTXT20 $34,138$32,861 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MOBLEY FOUNDATIONTXT20 $35,143$1,157,462 President$0 Same NTEE code T20, revenue within 2x, same state
BETTIS FOUNDATIONTXT20 $33,855$63,796 Director$0 Same NTEE code T20, revenue within 2x, same state
SAHNI FAMILY FOUNDATIONTXT20 $32,772$50,620 President$0 Same NTEE code T20, revenue within 2x, same state
ROY W & ELLEN S QUILLIN FOUNDATIONTXT20 $36,208$46,659 TRUSTEE$9,760 Same NTEE code T20, revenue within 2x, same state
BILL NOWOTNY FOUNDATIONTXT20 $34,909$70,485 Vice President$0 Same NTEE code T20, revenue within 2x, same state
ZCZ FAMILY FOUNDATIONTXT20 $38,054$71,575 PRES/DIR/SEC/TREAS$0 Same NTEE code T20, revenue within 2x, same state
LUMRY FAMILY FOUNDATIONTXT20 $35,323$40,788 PRESIDENT/ TREASURER$0 Same NTEE code T20, revenue within 2x, same state
WESSON FAMILY FOUNDATIONTXT20 $37,079$27,115 Director$0 Same NTEE code T20, revenue within 2x, same state
WALES FAMILY FOUNDATIONTXT20 $33,012$19,557 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CLARK FAMILY FOUNDATIONTXT20 $33,000$33,030 President$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION OF FIRST FRUITSTXT20 $34,100$31,337 PRES/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
B THOMAS FAMILY FOUNDATIONTXT20 $35,437$115,500 President$0 Same NTEE code T20, revenue within 2x, same state
KOLKHORST FAMILY FOUNDATIONTXT20 $36,574$58,101 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
PATRICE D COOPER FOUNDATIONTXT20 $34,374$19,622 Director$0 Same NTEE code T20, revenue within 2x, same state
JUSTIN & KELLY WEBB FOUNDATIONTXT20 $37,186$50,303 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PALACIOS COMMUNITY FOUNDATIONTXT20 $37,039$22,395 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LLOYD BOLDING FAMILY FOUNDATIONTXT20 $35,125$32,262 PRES$0 Same NTEE code T20, revenue within 2x, same state
RANDY AND ANN MARIE SULLIVAN FOUNDATIONTXT20 $35,239$80,264 Director$0 Same NTEE code T20, revenue within 2x, same state
SWATANTRA AND BIMLA JAIN CHARITABLE FOUNDATIONTXT20 $37,255$36,906 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
NANCY AND ROMAN BORUTA FAMILY FOUNDATIONTXT20 $35,000$45,004 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
PHYSICIAN ASSISTANT FOUNDATION OF THE AMERICAN ACADEMY OF PHYSICIAN DAF sponsor$10,0001 12010–2010 ACE CANCER CARE INC
NEW MEXICO COMMUNITY FOUNDATION DAF sponsor$10,0001 12019–2019 FOUNDATION FOR THE FUTURE INC
AMAZONSMILE FOUNDATION Private foundation$1694 12020–2023 ACE CANCER CARE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $39,837 spent · pay $7,841 · grants $30,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 75.3%
Pay: officers, directors, trustees $7,841 19.7%
Fees: accounting $1,250 3.1%
Taxes $711 1.8%
Other expenses $35 0.1%
Total$39,837100%

View the filing

2023 · Form 990PF · $33,708 spent · pay $7,257 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 74.2%
Pay: officers, directors, trustees $7,257 21.5%
Fees: accounting $1,250 3.7%
Taxes $166 0.5%
Other expenses $35 0.1%
Total$33,708100%

View the filing

2022 · Form 990PF · $36,061 spent · pay $6,965 · grants $26,621 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,621 73.8%
Pay: officers, directors, trustees $6,965 19.3%
Fees: accounting $1,250 3.5%
Taxes $1,190 3.3%
Other expenses $35 0.1%
Total$36,061100%

View the filing

2021 · Form 990PF · $41,786 spent · pay $8,137 · grants $31,575 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $31,575 75.6%
Pay: officers, directors, trustees $8,137 19.5%
Fees: accounting $1,250 3.0%
Taxes $789 1.9%
Other expenses $35 0.1%
Total$41,786100%

View the filing

2020 · Form 990PF · $36,492 spent · pay $7,585 · grants $27,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $27,500 75.4%
Pay: officers, directors, trustees $7,585 20.8%
Fees: accounting $1,250 3.4%
Taxes $122 0.3%
Other expenses $35 0.1%
Total$36,492100%

View the filing