Evernorth Inc
Produce permanently affordable housing and enable investments in economic and community development to benefit residents through partnerships with communities and the private sector.
Evernorth Inc at a glance
In short: Evernorth Inc gave $12K across 1 grant in 2024 (avg $12K), mostly in Vermont. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $12,000
- Grants made (2024)
- 1
- Average grant
- $12,000
- Median grant
- $12,000
- Total assets
- $25,994,507
- +3.1% vs 2023
- Primary geography
- Vermont (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Evernorth Inc
Open Grants
3 open opportunities from Evernorth Inc
Evernorth Loan Fund
Evernorth Inc
Amount
Varies
Deadline
Deadline not published
Evernorth Rural Ventures - New Markets Tax Credits (NMTC)
Evernorth Inc
Amount
$70,000,000
Deadline
Deadline not published
Housing New England Fund II
Evernorth Inc
Amount
$60,700,000
Deadline
Deadline not published
Who Evernorth Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Vermont Student Assistance Corporation ($12K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vermont Student Assistance Corporation Winooski, VT | Student Scholarships | $12,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $25,994,507 | $11,186,036 | $10,242,507 | $12,000 | 1 | $539,582 |
| 2023 | $25,211,058 | $8,935,294 | $9,124,614 | — | — | $175,427 |
| 2022 | $25,975,172 | $9,285,260 | $8,351,216 | — | — | $261,410 |
| 2021 | $26,020,823 | $8,207,006 | $7,485,233 | — | — | $236,256 |
| 2020 | $380,716 | — | $84 | — | — | — |
About Evernorth Inc
Based on IRS filings
Evernorth Inc is a public charity focused on Housing & Shelter, based in Burlington, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $26.0M in total assets. In 2024, it awarded 1 grant totaling $12K. Net investment income was $540K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Evernorth Inc is led by Nancy Owens, President since 2023 (on filings since 2021); 13 of 28 officers listed in 2024 are compensated.
Officers on the 2024 filing
Nancy Owens
President
Co-President → President, 2023
On filings since 2021
40 hrs/week
$198K (2021) → $269K (2024)
Charlie Baker
Chair
Secretary → Director, 2022
Director → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Julia Morgan
Director of Community Investment Risk Management
New on the 2024 filing
40 hrs/week
$130K (2024)
Michael Sprague
Director of Asset Management
New on the 2024 filing
40 hrs/week
$124K (2024)
Paul Ottoson
Director of Capital Management
New on the 2024 filing
40 hrs/week
$126K (2024)
Amy Demetrowitz
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Andrew Winter
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Chris Miller
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Dave Birkhahn
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
John Vogel
Director
Co-Chair → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Kelly Laflamme
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Michael Clarke
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Walt Greiner
Director
Board Member → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Marc Landry
Director
On filings since 2021
1 hr/week
No compensation reported
Mike Anthony
Director
On filings since 2022
1 hr/week
No compensation reported
Anna Adachi-Mejia
Director
On filings since 2023
1 hr/week
No compensation reported
Elizabeth Wagner-Boutin
Vice President Community Investments
Vice President - Community Investments → Vice President Community Investments, 2024
On filings since 2021
40 hrs/week
$136K (2021) → $177K (2024)
Janet Spitler
Treasurer
Chief Financial Officer → Treasurer, 2022
On filings since 2021
40 hrs/week
$147K (2021) → $217K (2024)
Kathy Beyer
Vice President Real Estate
Vice President - Development → Vice President Real Estate, 2024
On filings since 2021
40 hrs/week
$154K (2021) → $203K (2024)
Sherrin Vail
Vice President Asset Management & Portfolio Initiatives
Vice President → Vice President Asset Management & Portfolio Initiatives, 2024
On filings since 2021
40 hrs/week
$129K (2021) → $184K (2024)
Amy Dohner
Project Management
New on the 2024 filing
40 hrs/week
$126K (2024)
Cynthia Lacasse
Executive Vice President & Cpo
New on the 2024 filing
40 hrs/week
$246K (2024)
David Graves
Controller
New on the 2024 filing
40 hrs/week
$123K (2024)
Jennifer Ogden
Vice President Hr & Org. Development
New on the 2024 filing
40 hrs/week
$181K (2024)
William Eric Schmitt
COO
New on the 2024 filing
40 hrs/week
$218K (2024)
Cullen Ryan
Secretary
Co-Chair → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Kara Sweeney
Vice Chair
Director → Treasurer, 2022
Treasurer → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Karyn Hale
Assistant Treasurer
Board Member → Director, 2021
Director → Assistant Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Former officers (7)
- Former: William Shanahan (2021–2023) — Co-President
- Former: Deborah Flannery (2022–2023) — Vice President
- Former: Eric W. Schmitt (2022–2023) — Vice President - Asset Mgt
- Former: Jennifer Odgen (2023) — Vice President
- Former: Art Casavant (2021) — Treasurer
- Former: Holly Burbank (2021) — Vice President
- Former: W. Eric Schmitt (2021) — Vice President - Asset Mgt.
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $269K, to Nancy Owens (President). 13 officers or directors reported compensation on that filing.
Frequently asked questions about Evernorth Inc
How much does Evernorth Inc give each year?
Evernorth Inc gave $12K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Evernorth Inc?
Evernorth Inc reported $26.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $11.2M.
What is Evernorth Inc?
Evernorth Inc is a public charity focused on Housing & Shelter, based in Burlington, VT. It holds $26.0M in total assets as of 2024.
Where does Evernorth Inc operate?
Evernorth Inc has awarded grants in Vermont.
What is Evernorth Inc's EIN?
Evernorth Inc's EIN (Employer Identification Number) is 85-1409438. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Evernorth Inc funds
Housing & Shelter Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Evernorth Inc's focus areas in our free grants database
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