PRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO BENEFIT RESIDENTS THROUGH PARTNERSHIPS WITH COMMUNITIES AND THE PRIVATE SECTOR.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$26.0M
+3.1% YoY
Annual Giving
$12K
Grant Count
1
Avg Grant Size
$12K
About Evernorth Inc
Based on IRS filings
Evernorth Inc is a nonprofit organization 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 grants totaling $12K. Net investment income was $540K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $25,994,507 | $25,211,058 | $25,975,172 |
| Revenue | $11,186,036 | $8,935,294 | $9,285,260 |
| Expenses | $10,242,507 | $9,124,614 | $8,351,216 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $539,582 | $175,427 | $261,410 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Open Grants
3 open opportunities from Evernorth Inc
Evernorth Loan Fund
EVERNORTH INC
Amount
Varies
Deadline
Rolling / Open
Evernorth Rural Ventures - New Markets Tax Credits (NMTC)
EVERNORTH INC
Amount
$70,000,000
Deadline
Rolling / Open
Housing New England Fund II
EVERNORTH INC
Amount
$60,700,000
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLIE BAKER | CHAIR | 1 | — |
| KARA SWEENEY | VICE CHAIR | 1 | — |
| KARYN HALE | ASST. TREASURER | 1 | — |
| CULLEN RYAN | SECRETARY | 1 | — |
| JOHN VOGEL | DIRECTOR | 1 | — |
| AMY DEMETROWITZ | DIRECTOR | 1 | — |
| WALT GREINER | DIRECTOR | 1 | — |
| DAVE BIRKHAHN | DIRECTOR | 1 | — |
| MICHAEL CLARKE | DIRECTOR | 1 | — |
| ANDREW WINTER | DIRECTOR | 1 | — |
| CHRIS MILLER | DIRECTOR | 1 | — |
| KELLY LAFLAMME | DIRECTOR | 1 | — |
| MIKE ANTHONY | DIRECTOR | 1 | — |
| ANNA ADACHI-MEJIA | DIRECTOR | 1 | — |
| MARC LANDRY | DIRECTOR (END 8/31/24) | 1 | — |
| JANET SPITLER | TREASURER (END 12/31/24) | 40 | $216,998 |
| NANCY OWENS | PRESIDENT | 40 | $268,896 |
| CYNTHIA LACASSE | EXECUTIVE VP & CPO | 40 | $246,347 |
| WILLIAM ERIC SCHMITT | COO | 40 | $218,419 |
| KATHY BEYER | VP REAL ESTATE | 40 | $203,303 |
| ELIZABETH WAGNER-BOUTIN | VP COMMUNITY INVESTMENTS | 40 | $177,242 |
| SHERRIN VAIL | VP ASSET MANAGEMENT & PORTFOLIO INITIATIVES | 40 | $183,790 |
| JENNIFER OGDEN | VP HR & ORG. DEVELOPMENT | 40 | $180,693 |
| JULIA MORGAN | DIRECTOR OF COMMUNITY INVESTMENT RISK MANAGEMENT | 40 | $130,451 |
| PAUL OTTOSON | DIRECTOR OF CAPITAL MANAGEMENT | 40 | $125,860 |
| AMY DOHNER | PROJECT MANAGEMENT | 40 | $126,242 |
| MICHAEL SPRAGUE | DIRECTOR OF ASSET MANAGEMENT | 40 | $123,746 |
| DAVID GRAVES | CONTROLLER | 40 | $122,731 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Rutland Economic Development Corp
RUTLAND, VT
Assets
$3.8M
Grants
1
Total Given
$72K
Qlla Charities Inc
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Assets
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Grants
1
Total Given
$140K
Courtney and Victoria Buffum Family
BURLINGTON, VT
Assets
$1.4M
Grants
16
Total Given
$1.6M
Vermont State Employees Credit Union
MONTPELIER, VT
Assets
$1.1B
Grants
10
Total Given
$636K
Kratt Brothers Creature Hero Society
STOWE, VT
Assets
$1.4M
Grants
0
Total Given
—
Louise Judith and Edgar May Foundation
SHELBURNE, VT
Assets
$2.1M
Grants
31
Total Given
$86K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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