THE MISSION OF EVERNORTH LOAN FUND IS TO PRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO BENEFIT VERMONTERS THROUGH PARTNERSHIPS WITH COMMUNITIES AND THE PRIVATE SECTOR.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$28.1M
+63.5% YoY
Revenue
$9.7M
+713.3% YoY
Net Investment Income
$386K
+157.6% YoY
Expenses
$716K
+24.0% YoY
About Evernorth Loan Fund Inc
Based on IRS filings
Evernorth Loan Fund 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 $28.1M in total assets. Net investment income was $386K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,141,496 | $17,211,570 | $16,980,601 |
| Revenue | $9,692,413 | $1,191,774 | $1,512,409 |
| Expenses | $715,701 | $577,392 | $740,477 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $385,974 | $149,846 | $75,616 |
| 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 0 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Open Grants
1 open opportunity from Evernorth Loan Fund Inc
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 | — |
| AMY DEMETROWITZ | BOARD MEMBER | 1 | — |
| DAVE BIRKHAHN | BOARD MEMBER | 1 | — |
| MICHAEL CLARKE | BOARD MEMBER | 1 | — |
| ANDREW WINTER | BOARD MEMBER | 1 | — |
| CHRIS MILLER | BOARD MEMBER | 1 | — |
| KELLY LAFLAMME | BOARD MEMBER | 1 | — |
| MIKE ANTHONY | BOARD MEMBER | 1 | — |
| JOHN VOGEL | BOARD MEMBER | 1 | — |
| ANNA ADACHI-MEJIA | BOARD MEMBER | 1 | — |
| WALT GREINER | BOARD MEMBER | 1 | — |
| MARC LANDRY | BOARD MEMBER (END 8/31/24) | 1 | — |
| JANET SPITLER | TREASURER (END 12/31/24) | 1 | — |
| NANCY OWENS | PRESIDENT | 1 | — |
| WILLIAM ERIC SCHMITT | COO | 1 | — |
| CYNTHIA LACASSE | EXECUTIVE VP & CPO | 1 | — |
| KATHY BEYER | VP REAL ESTATE | 1 | — |
| ELIZABETH WAGNER-BOUTIN | VP COMMUNITY INVESTMENTS | 1 | — |
| SHERRIN VAIL | VP ASSET MANAGEMENT & PORTFOLIO INITIATIVES | 1 | — |
| JENNIFER OGDEN | VP HR & ORG. DEVELOPMENT | 1 | — |
| PAUL OTTOSON | DIRECTOR OF CAPITAL MANAGEMENT | 1 | — |
| JULIA MORGAN | DIRECTOR OF COMMUNITY INVESTMENT RISK MANAGEMENT | 1 | — |
| MICHAEL SPRAGUE | DIRECTOR OF ASSET MANAGEMENT | 1 | — |
| AMY DOHNER | PROJECT MANAGEMENT | 1 | — |
| DAVID GRAVES | CONTROLLER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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