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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Bank Of America Institution | AGENT FOR TRUSTEE | 2020-2024 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Joe Curtalone | PRESIDENT /CHAIR. | 2024 | 1 | $0 reported | 1 |
| Doug Kress | SIGNATORY | 2020-2024 | 1 | $0 reported | 1 |
| Bryan Eric Simmons | TREASURER | 2024 | 1 | $0 reported | 1 |
| Jessica Eshleman | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Yvette Verdieu | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Gerald Mccue (former) | PRESIDENT /CHAIR. | 2020-2023 | 1 | $0 reported | 1 |
| Kathleen Mcgilvray (former) | TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Robina Bhasin (former) | TRUSTEE/CLERK | 2020-2023 | 1 | $0 reported | 1 |
| Rob Buchanan (former) | TRUSTEE/TREASURER | 2020-2023 | 1 | $0 reported | 1 |
| Kathleen R O'Brien (former) | TRUSTEE | 2021-2023 | 1 | $0 reported | 1 |
People by year
2024 · 6 people listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | AGENT FOR TRUSTEE | 1 | $7,841 | - | - | $7,841 | 4368 |
| JOE CURTALONE | PRESIDENT /CHAIR. | 1 | $0 | - | - | $0 | 1 |
| DOUG KRESS | SIGNATORY | 1 | $0 | - | - | $0 | 1 |
| BRYAN ERIC SIMMONS | TREASURER | 1 | $0 | - | - | $0 | 1 |
| JESSICA ESHLEMAN | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| YVETTE VERDIEU | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2023 · 7 people listed · 1 paid, $7K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | AGENT FOR TRUSTEE, INVEST MGT | 1 | $7,257 | - | - | $7,257 | 4368 |
| GERALD MCCUE | PRESIDENT /CHAIR. | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN MCGILVRAY | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| ROBINA BHASIN | TRUSTEE/CLERK | 1 | $0 | - | - | $0 | 1 |
| DOUG KRESS | TRUSTEE/DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| ROB BUCHANAN | TRUSTEE/TREASURER | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN R O'BRIEN | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2022 · 7 people listed · 1 paid, $7K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | AGENT FOR TRUSTEE, INVEST MGT | 1 | $6,965 | - | - | $6,965 | 4368 |
| GERALD MCCUE | PRESIDENT /CHAIR. | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN MCGILVRAY | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| ROBINA BHASIN | TRUSTEE/CLERK | 1 | $0 | - | - | $0 | 1 |
| DOUG KRESS | TRUSTEE/DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| ROB BUCHANAN | TRUSTEE/TREASURER | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN R O'BRIEN | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2021 · 7 people listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | AGENT FOR TRUSTEE, INVEST MGT | 1 | $8,137 | - | - | $8,137 | 4368 |
| GERALD MCCUE | PRESIDENT /CHAIR. | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN MCGILVRAY | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| ROBINA BHASIN | TRUSTEE/CLERK | 1 | $0 | - | - | $0 | 1 |
| DOUG KRESS | TRUSTEE/DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| ROB BUCHANAN | TRUSTEE/TREASURER | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN R O'BRIEN | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2020 · 6 people listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | AGENT FOR TRUSTEE, INVEST MGT | 1 | $7,585 | - | - | $7,585 | 4368 |
| GERALD MCCUE | PRESIDENT /CHAIR. | 1 | $0 | - | - | $0 | 1 |
| KATHLEEN MCGILVRAY | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| ROBINA BHASIN | TRUSTEE/CLERK | 1 | $0 | - | - | $0 | 1 |
| DOUG KRESS | TRUSTEE/DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| ROB BUCHANAN | TRUSTEE/TREASURER | 1 | $0 | - | - | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $35,484 | $39,837 | $552,121 | $552,121 | - | - | $7,841 | - | - |
| 2023 · Form 990PF | ||||||||
| $19,791 | $33,708 | $556,474 | $556,474 | - | - | $7,257 | - | - |
| 2022 · Form 990PF | ||||||||
| $18,546 | $36,061 | $570,391 | $570,391 | - | - | $6,965 | - | - |
| 2021 · Form 990PF | ||||||||
| $39,837 | $41,786 | $587,940 | $587,940 | - | - | $8,137 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JMC FOUNDATION INC | TX | T20 | $35,000 | $31,500 | President/Treas | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| ELIZA MOUNT THOMAS FOUNDATION INC | TX | T20 | $33,730 | $61,798 | AGENT FOR FIDUCIARY | $15,821 | Same NTEE code T20, revenue within 2x, same state |
| HARTNETT FOUNDATION | TX | T20 | $35,972 | $75,451 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| CJDA FOUNDATION | TX | T20 | $37,744 | $234,908 | PRESIDENT, TREASURER, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILTON FOUNDATION | TX | T20 | $34,138 | $32,861 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MOBLEY FOUNDATION | TX | T20 | $35,143 | $1,157,462 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| BETTIS FOUNDATION | TX | T20 | $33,855 | $63,796 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| SAHNI FAMILY FOUNDATION | TX | T20 | $32,772 | $50,620 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| ROY W & ELLEN S QUILLIN FOUNDATION | TX | T20 | $36,208 | $46,659 | TRUSTEE | $9,760 | Same NTEE code T20, revenue within 2x, same state |
| BILL NOWOTNY FOUNDATION | TX | T20 | $34,909 | $70,485 | Vice President | $0 | Same NTEE code T20, revenue within 2x, same state |
| ZCZ FAMILY FOUNDATION | TX | T20 | $38,054 | $71,575 | PRES/DIR/SEC/TREAS | $0 | Same NTEE code T20, revenue within 2x, same state |
| LUMRY FAMILY FOUNDATION | TX | T20 | $35,323 | $40,788 | PRESIDENT/ TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| WESSON FAMILY FOUNDATION | TX | T20 | $37,079 | $27,115 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| WALES FAMILY FOUNDATION | TX | T20 | $33,012 | $19,557 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CLARK FAMILY FOUNDATION | TX | T20 | $33,000 | $33,030 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| FOUNDATION OF FIRST FRUITS | TX | T20 | $34,100 | $31,337 | PRES/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| B THOMAS FAMILY FOUNDATION | TX | T20 | $35,437 | $115,500 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| KOLKHORST FAMILY FOUNDATION | TX | T20 | $36,574 | $58,101 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| PATRICE D COOPER FOUNDATION | TX | T20 | $34,374 | $19,622 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| JUSTIN & KELLY WEBB FOUNDATION | TX | T20 | $37,186 | $50,303 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| PALACIOS COMMUNITY FOUNDATION | TX | T20 | $37,039 | $22,395 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LLOYD BOLDING FAMILY FOUNDATION | TX | T20 | $35,125 | $32,262 | PRES | $0 | Same NTEE code T20, revenue within 2x, same state |
| RANDY AND ANN MARIE SULLIVAN FOUNDATION | TX | T20 | $35,239 | $80,264 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| SWATANTRA AND BIMLA JAIN CHARITABLE FOUNDATION | TX | T20 | $37,255 | $36,906 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| NANCY AND ROMAN BORUTA FAMILY FOUNDATION | TX | T20 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| PHYSICIAN ASSISTANT FOUNDATION OF THE AMERICAN ACADEMY OF PHYSICIAN | DAF sponsor | $10,000 | 1 | 1 | 2010–2010 | ACE CANCER CARE INC |
| NEW MEXICO COMMUNITY FOUNDATION | DAF sponsor | $10,000 | 1 | 1 | 2019–2019 | FOUNDATION FOR THE FUTURE INC |
| AMAZONSMILE FOUNDATION | Private foundation | $169 | 4 | 1 | 2020–2023 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $39,837 | 100% |
2023 · Form 990PF · $33,708 spent · pay $7,257 · grants $25,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $33,708 | 100% |
2022 · Form 990PF · $36,061 spent · pay $6,965 · grants $26,621 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $36,061 | 100% |
2021 · Form 990PF · $41,786 spent · pay $8,137 · grants $31,575 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $41,786 | 100% |
2020 · Form 990PF · $36,492 spent · pay $7,585 · grants $27,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $36,492 | 100% |