Somerset Academy Inc
Established as charter school operator in district school boards of Miami-dade, Broward county, palm Beach county, Duval county, st. Lucie county, and Texas state board of education. Somerset Academy, inc. Is dedicated to providing equitable, high-quality education for all students, and promotes a culture that maximizes student achievement and fosters the development of accountable, 21st century learners in a safe and enriching environment.
Somerset Academy Inc at a glance
In short: Somerset Academy Inc gave $125K across 1 grant in 2025 (avg $125K), mostly in Florida. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $125,000
- Grants made (2025)
- 1
- Average grant
- $125,000
- Median grant
- $125,000
- Total assets
- $665,247,185
- +3.8% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Somerset Academy Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Collegiate Preparatory Academy ($125K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Somerset Academy Inc gives
- Giving fell 54% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2019) to $270K (2020). In 2025 it made 1 grant totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Collegiate Preparatory Academy Miami, FL | To Support Education | $125,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $665,247,185 | $429,843,272 | $395,085,035 | $125,000 | 1 | $9,346,938 |
| 2024 | $640,918,206 | $498,370,221 | $378,607,558 | — | — | $10,634,011 |
| 2023 | $546,057,670 | $372,140,972 | $355,265,196 | $80,000 | 1 | $2,637,490 |
| 2022 | $514,166,798 | $324,310,430 | $320,728,209 | $269,796 | 2 | $69,574 |
| 2021 | $197,106,992 | $293,901,770 | $266,814,660 | $145,000 | 2 | $13,779 |
| 2020 | $154,096,220 | $251,355,560 | $249,353,491 | $270,000 | 2 | $700,651 |
| 2019 | $147,831,589 | $224,877,351 | $224,200,113 | $20,000 | 1 | $1,007,719 |
About Somerset Academy Inc
Based on IRS filings
Somerset Academy Inc is a public charity focused on Education, based in Miami, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $665.2M in total assets. In 2025, it awarded 1 grant totaling $125K. Net investment income was $9.3M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Somerset Academy Inc is led by Bernardo Montero, President on every filing since 2019; 7 of 12 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bernardo Montero
President
On filings since 2019
40 hrs/week
$213K (2019) → $246K (2025)
Todd German
Director, Chairman & Treasurer
Director, Chairman & Treasurer → Director & Chairman, 2021
Director & Chairman → Director, Chairman & Treasurer, 2022
On filings since 2019
2 hrs/week
No compensation reported
Ana Diaz
Director, Secretary & Vice Chair
Director, Secretary & Vicechairman → Director, Secretary & Vicec, 2022
Director, Secretary & Vicec → Director, Secretary & Vice Chair, 2025
On filings since 2019
2 hrs/week
No compensation reported
Brian Matthew Cox
Director
On filings since 2021
2 hrs/week
No compensation reported
David Concepcion
Director
On filings since 2021
2 hrs/week
No compensation reported
Taylor Smith
Director
On filings since 2024
2 hrs/week
No compensation reported
Alexandra Prieto
Employee
On filings since 2019
40 hrs/week
$137K (2019) → $167K (2025)
Donyale McGhee
Employee
On filings since 2019
1 hr/week
$128K (2019) → $165K (2025)
Suzette Ruiz
Vice President
On filings since 2019
40 hrs/week
$153K (2019) → $210K (2025)
Erika Rains
Employee
On filings since 2020
40 hrs/week
$120K (2020) → $167K (2025)
Kerri Ann O'Sullivan
Employee
On filings since 2021
40 hrs/week
$118K (2021) → $224K (2025)
Cecilia Guilarte
Employee
On filings since 2022
40 hrs/week
$152K (2022) → $178K (2025)
Former officers (66)
- Former: Athena Guillen (2019–2024) — Employee
- Former: Dennis Mulrooney (2019–2024) — Employee
- Former: Dina Miller (2019–2024) — Employee
- Former: George Groezinger (2019–2024) — Employee
- Former: Mary Stuart (2019–2024) — Employee
- Former: Saili Hernandez (2019–2024) — Employee
- Former: Christina Bovo-Camus (2022–2024) — Employee
- Former: Jessica Mesa (2022–2024) — Employee
- Former: Lisa Klein (2022–2024) — Employee
- Former: Kerri Ann (2023–2024) — Employee
- Former: Lisa Alamo (2023–2024) — Employee
- Former: Lisa Santiago (2023–2024) — Employee
- Former: Michael Amendola (2023–2024) — Employee
- Former: Sonia Andreu (2023–2024) — Employee
- Former: Thomas Rompella (2023–2024) — Employee
- Former: Williams Olatunji (2023–2024) — Employee
- Former: Andrade Carolyn (2024) — Employee
- Former: Boiteux Patricia (2024) — Employee
- Former: Campbell Margaret (2024) — Employee
- Former: Canas Maria Cristina (2024) — Employee
- Former: Cardoso Christie (2024) — Employee
- Former: Castro Geyler Herrera (2024) — Employee
- Former: Chavez Aimee (2024) — Employee
- Former: Cosio Layda (2024) — Employee
- Former: Duarte Vivian (2024) — Employee
- Former: Fye Sarah (2024) — Employee
- Former: Garcia Jacqueline (2024) — Employee
- Former: Garcia Jennifer (2024) — Employee
- Former: Greenberg Gayle (2024) — Employee
- Former: Heit Kristina (2024) — Employee
- Former: Iber Karina (2024) — Employee
- Former: Macias Lakisha Esther (2024) — Employee
- Former: Menendez Magaly (2024) — Employee
- Former: Morfa Caridad (2024) — Employee
- Former: Pestana Danai (2024) — Employee
- Former: Prieto Alexandra (2024) — Employee
- Former: Roach Joann (2024) — Employee
- Former: Russo L. (2024) — Employee
- Former: Sanchez Julie (2024) — Employee
- Former: Santana Martha (2024) — Employee
- Former: Sauri Elizabeth (2024) — Employee
- Former: Socas Cristina (2024) — Employee
- Former: Stewart Christine (2024) — Employee
- Former: Tokan Ashley (2024) — Employee
- Former: Tredor Timothy (2024) — Employee
- Former: Andre Gainey (2019–2023) — Employee
- Former: Anthony Marucci (2019–2023) — Employee
- Former: Daniel Shourds (2019–2023) — Employee
- Former: Walkiria Soberon (2019–2023) — Employee
- Former: Clint Duvo (2022–2023) — Employee
- Former: Kionnie Maura (2022–2023) — Employee
- Former: Angela Nunez (2023) — Employee
- Former: Christina Ayo (2023) — Employee
- Former: Bernard Kimmel (2019–2022) — Director
- Former: Maria Mongeotti Greer (2019–2022) — Employee
- Former: Layda Cosio (2022) — Employee
- Former: Cory Oliver (2019–2021) — Employee
- Former: Courtney Oliver (2019–2021) — Employee
- Former: Alina Lopez (2019–2020) — Employee
- Former: Kerri Ann Rodriguez (2019–2020) — Employee
- Former: Kim Guilarte (2019–2020) — Employee
- Former: Olatunji Williams (2019–2020) — Employee
- Former: Virginia Martinez (2020) — Employee
- Former: Donna Kaye (2019) — Employee
- Former: Geyler Herrera (2019) — Employee
- Former: Lourdes Isla (2019) — Director & Chairman · Filing note: Resigned 12519
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $246K, to Bernardo Montero (President). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Somerset Academy Inc
How much does Somerset Academy Inc give each year?
Somerset Academy Inc gave $125K across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is Somerset Academy Inc?
Somerset Academy Inc reported $665.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $429.8M.
What is Somerset Academy Inc?
Somerset Academy Inc is a public charity focused on Education, based in Miami, FL. It holds $665.2M in total assets as of 2025.
Where does Somerset Academy Inc operate?
Somerset Academy Inc has awarded grants in Arizona, Florida.
What is Somerset Academy Inc's EIN?
Somerset Academy Inc's EIN (Employer Identification Number) is 31-1569428. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS March 30, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 19, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 31, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 20, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS March 30, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Somerset Academy Inc's focus areas in our free grants database
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Somerset Academy Inc down — hundreds of funders to go?