Person · officer / director

Julia Morgan

Director of Community Investment Risk Management · Evernorth

Director of Community Investment Risk Management at Evernorth. Listed as an officer, director, or key employee across 2 organizations on the Form 990 record.

Ambiguous identity This name matches 9 other individuals we could not verify as the same person. Each is kept as a separate record below — treat them as distinct people unless an explicit match is confirmed.

Organizations

Roles reported

Reported compensation

$130K

Others who share this name

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings

●

Reported as Director of Community Investment Risk Management of Evernorth, based in Portland, ME.

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Received $130K in total reported compensation on the most recent Form 990 (Part VII).

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Also listed as Director of Community Investment Risk Management of Evernorth Loan Fund INC, uncompensated.

Facts extracted directly from each organization's Form 990, Part VII.

Biography In progress

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Affiliations

Organizations

Linked as the same person by IRS Schedule R, a shared officer mailing address, or shared fellow board members.

Evernorth Director of Community Investment Risk Management · $11.2M revenue · Portland, MEPRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO BENEFIT RESIDENTS THROUGH PARTNERSHIPS WITH…Filed FY2024 · Source: Form 990, Part VII

$130Kreported comp

Evernorth Loan Fund INC Director of Community Investment Risk Management · $9.7M revenue · Portland, METHE MISSION OF EVERNORTH LOAN FUND IS TO PRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO…Filed FY2024 · Source: Form 990, Part VII

Disambiguation

Other people named Julia Morgan

Different individuals who share this name, separated by IRS Schedule R, mailing address, and shared-board evidence. The 990 carries no person identifier, so some may still be the same person.

Julia Morgan 1 organization · Summit, NJKent Place School

Julia Morgan 1 organization · Kilauea, HIMalama Kauai

Julia Morgan 1 organization · New Castle, DEBetter Business Bureau of Delaware INC

Julia Morgan 1 organization · Allegany, NYCanticle Farm INC

Julia Morgan 1 organization · Anahola, HIPacific Traditions Society

Julia Morgan 1 organization · Concord, NHConcord Feminist Health Center

Julia Morgan 1 organization · Montpelier, VTCentral Vermont Medical

Julia Morgan 1 organization · Boston, MATiffany Club New England

Julia Morgan 1 organization · Wilmington, DEDelaware Society of Certified Public Accountants INC

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Nancy Owens

President · FY2024

$269K

Cynthia Lacasse

Executive VP & CPO · FY2024

$246K

William Eric Schmitt

COO · FY2024

$218K

Janet Spitler

Treasurer (end 12/31/24) · FY2024

$217K

Kathy Beyer

VP Real Estate · FY2024

$203K

Sherrin Vail

VP Asset Management & Portfolio Initiatives · FY2024

$184K

Jennifer Ogden

VP Hr & Org. Development · FY2024

$181K

Eric W Schmitt

VP - Asset Mgt · FY2023

$180K

Elizabeth Wagner-Boutin

VP Community Investments · FY2024

$177K

Deborah Flannery

Vice President · FY2023

$167K

William Shanahan

Co-President (former 7/23) · FY2023

$165K

Jennifer Odgen

Vice President · FY2023

$163K

Network

Recommendations

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