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
Ready to take the next step with Evernorth Loan Fund Inc?
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 2024.
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
Frequently Asked Questions
What is Evernorth Loan Fund Inc?
Evernorth Loan Fund Inc is a nonprofit organization focused on Housing & Shelter, based in BURLINGTON, VT. It holds $28.1M in total assets as of 2024.
How large is Evernorth Loan Fund Inc?
As of 2024, Evernorth Loan Fund Inc holds $28.1M in total assets with $9.7M in annual revenue.
Where does Evernorth Loan Fund Inc operate?
Evernorth Loan Fund Inc has awarded grants in Ohio, Vermont.
What is Evernorth Loan Fund Inc's EIN?
Evernorth Loan Fund Inc's EIN (Employer Identification Number) is 03-0315075. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Evernorth Loan Fund Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Casey Family Foundation
GENOA, NV
Assets
$3.7M
Grants
34
Total Given
$244K
Schatz Family Foundation
ADDISON, VT
Assets
—
Grants
38
Total Given
$42K
Cherry Family Foundation
WEST HARTFORD, CT
Assets
—
Grants
15
Total Given
$70K
Marie & John Zimmermann Fund
NEW YORK, NY
Assets
$10.3M
Grants
30
Total Given
$513K
Pharmaceutical Research and Manufacturers of America
WASHINGTON, DC
Assets
$349.0M
Grants
461
Total Given
$41.4M
Tag Philanthropic Foundation
NEW YORK, NY
Assets
$2.2M
Grants
16
Total Given
$109K
Nara Fund Inc
THETFORD, VT
Assets
$2.3M
Grants
12
Total Given
$119K
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
The Hearst Foundation
NEW YORK, NY
Assets
$430.3M
Grants
111
Total Given
$17.0M
Lindsay Foundation Inc
CHICAGO, IL
Assets
—
Grants
46
Total Given
$121K
Turrell Fund
MONTCLAIR, NJ
Assets
$120.4M
Grants
183
Total Given
$3.8M
Rippleworks Inc
REDWOOD CITY, CA
Assets
$1.4B
Grants
92
Total Given
$40.4M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Evernorth Loan Fund Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities